According to the shareholder letter the big reactor is on-line producing green and red dots. It's unclear if the pilot reactor is on-line as well. If they're both running it means QMC is producing about 6 kg of dots per day.
Does anyone care to speculate why a company with no apparent contract would be spending the money to stockpile quantum dots on the shelf?
I've got an idea but would like hearing other's thoughts.
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