From Torrey Hills Capital (Clay Chase) email distribution:
Quantum Materials Corp. (OTCQB: QTMM) - Engages Canaccord Genuity as Advisor for Review of Strategic Opportunities to Enhance Shareholder Value
February 23, 2018
Quantum Materials Corp (QTMM), a San Marcos, Texas based developer and manufacturer of high performance, cadmium-free quantum dot materials announced yesterday that the Company has engaged Canaccord Genuity to evaluate and advise the Company's Board of Directors regarding transactions that may ultimately be pursued from a number of potential strategic opportunities to enhance shareholder value.
Stephen Squires, CEO of Quantum Materials Corp, stated in the release: "Our Board is committed to taking the necessary steps to enhance value to our shareholders. Canaccord knows our industry - and more specifically the quantum dot space - which makes them a great choice to help the Company evaluate and execute viable strategic opportunities."
In Q4 of 2017 Quantum Materials Corp. released a comprehensive Shareholder Update Letter wherein founder and CEO Stephen Squires highlighted the Company's current business position and future growth strategy. If you haven't had a chance to review this letter, we recommend that you do that right away. This was a very thorough update letter which addressed many of the key issues in QMC's stated goal of becoming a major supplier of quantum dot semiconductor materials in the flat panel display industry as well as several other vertical markets which have been predicted by key industry analysts to be affected by quantum dots. One of the key topics covered in this update speaks to timing of the commercialization of quantum dots in the greater flat panel industry in general and more specifically the timing of QMC's materials being taken up by the industry. By all accounts, this process has taken a longer amount of time than both the Company and industry analysts predicted in terms of both models and numbers of quantum dot sets built by the major flat panel OEM's.
That being said, based both on this week's news as well as the recent shareholder update letter we believe that Quantum Materials Corp. is very likely in the later stages (or possibly even final stage) of moving their materials into a commercialization position with one or more value added suppliers and/or specialty chemical manufacturers - especially as relates to the current trend of replacing phosphor materials in flat panel displays with higher performing (in their brightness and narrow emission spectra) quantum dot materials to produce panels with ultra-high gamut color coverage. In the recent Shareholder Update Letter, Squires cites the Company's ability to produce coverage of ~86% (and improving) of the most recent industry color palette Rec 2020 standard - which is roughly 10% higher than the color gamut of 2017 QD driven models produced by Samsung.
Further to that point, we have seen a number of developments in the flat panel industry over the past six months including advanced and aggressive development efforts to optimize "qd on chip"; microLED; and full electro-luminescent designs incorporating quantum dots that lead us to believe that quantum dot technology will at some point be a defacto material in this massive industry for not only large form displays, but will move solidly over to become mainstream solutions for handhelds and smaller form displays as well.
Quantum Materials Corp's continuous flow process - which provides for extremely low capex/opex vs. batch method production as well as rapid volume scale up puts them in a position to manufacture these high performance materials at a price point and production scale that the OEM display manufacturers can work with to expand this technology into much larger volume production and lower consumer price points in the flat panel industry.
https://www.sec.gov/Archives/edgar/data/14035...ex99-1.htm
Additional information on Quantum Materials Corp at www.qmcdots.com
Regards,
Clay Chase
SD Torrey Hills Capital
858 456-7300
cc@sdthc.com
Quantum Materials Corp. (OTCQB: QTMM) - Engages Canaccord Genuity as Advisor for Review of Strategic Opportunities to Enhance Shareholder Value
February 23, 2018
Quantum Materials Corp (QTMM), a San Marcos, Texas based developer and manufacturer of high performance, cadmium-free quantum dot materials announced yesterday that the Company has engaged Canaccord Genuity to evaluate and advise the Company's Board of Directors regarding transactions that may ultimately be pursued from a number of potential strategic opportunities to enhance shareholder value.
Stephen Squires, CEO of Quantum Materials Corp, stated in the release: "Our Board is committed to taking the necessary steps to enhance value to our shareholders. Canaccord knows our industry - and more specifically the quantum dot space - which makes them a great choice to help the Company evaluate and execute viable strategic opportunities."
In Q4 of 2017 Quantum Materials Corp. released a comprehensive Shareholder Update Letter wherein founder and CEO Stephen Squires highlighted the Company's current business position and future growth strategy. If you haven't had a chance to review this letter, we recommend that you do that right away. This was a very thorough update letter which addressed many of the key issues in QMC's stated goal of becoming a major supplier of quantum dot semiconductor materials in the flat panel display industry as well as several other vertical markets which have been predicted by key industry analysts to be affected by quantum dots. One of the key topics covered in this update speaks to timing of the commercialization of quantum dots in the greater flat panel industry in general and more specifically the timing of QMC's materials being taken up by the industry. By all accounts, this process has taken a longer amount of time than both the Company and industry analysts predicted in terms of both models and numbers of quantum dot sets built by the major flat panel OEM's.
That being said, based both on this week's news as well as the recent shareholder update letter we believe that Quantum Materials Corp. is very likely in the later stages (or possibly even final stage) of moving their materials into a commercialization position with one or more value added suppliers and/or specialty chemical manufacturers - especially as relates to the current trend of replacing phosphor materials in flat panel displays with higher performing (in their brightness and narrow emission spectra) quantum dot materials to produce panels with ultra-high gamut color coverage. In the recent Shareholder Update Letter, Squires cites the Company's ability to produce coverage of ~86% (and improving) of the most recent industry color palette Rec 2020 standard - which is roughly 10% higher than the color gamut of 2017 QD driven models produced by Samsung.
Further to that point, we have seen a number of developments in the flat panel industry over the past six months including advanced and aggressive development efforts to optimize "qd on chip"; microLED; and full electro-luminescent designs incorporating quantum dots that lead us to believe that quantum dot technology will at some point be a defacto material in this massive industry for not only large form displays, but will move solidly over to become mainstream solutions for handhelds and smaller form displays as well.
Quantum Materials Corp's continuous flow process - which provides for extremely low capex/opex vs. batch method production as well as rapid volume scale up puts them in a position to manufacture these high performance materials at a price point and production scale that the OEM display manufacturers can work with to expand this technology into much larger volume production and lower consumer price points in the flat panel industry.
https://www.sec.gov/Archives/edgar/data/14035...ex99-1.htm
Additional information on Quantum Materials Corp at www.qmcdots.com
Regards,
Clay Chase
SD Torrey Hills Capital
858 456-7300
cc@sdthc.com
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