It is naïve and ignorant to say there is no deman
Post# of 22454
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It is naïve and ignorant to say there is no demands for quantum dots and QMC's quantum dots will not sell.
Who is saying there is "no demands for quantum dots and QMC's quantum dots will not sell?" Not me. You're the only person who seems to be saying things like that, for example you wrote:
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It is apocalyptic alright if QMC's film partners are producing QD LED film for Backlight TV
I'm not saying they won't sell anything online, but I don't see them selling enough to affect the valuation. A gram here and there is not their business as I understand it. Their business is kg or MT volumes, right? Isn't that the whole point of the high-volume flow production model? Large volumes of a limited number of products where batch processing is ideally suited for small volumes of a large number of products? I think the market wants to see a big contract not a few grams of one-off sales.
If you think I'm wrong, maybe you will take me up on the offer for a gentleman's bet - no money on the line, just pride. How much online sales do you think there will be reported in the July-September Q? If they don't report it separately, you can call it all online sales.