Amen on all your points. The QD market is eeril
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Posted On: 04/26/2018 8:17:02 PM
Amen on all your points.
The QD market is eerily quiet. We are guessing QMC needs to file the k's and q's before they would be allowed to announce anything and/or to benefit from announcements by getting the larger investment community to buy in. No doubt the big money institutions want clean financials first.
But what is Nanosys and Nanoco's excuse for the lack of announcements of all their display success? Where are the big sign-ups, where are their QD TVs being sold with Nanosys Inside or Nanoco Inside? Nanosys is not completely Cad-free yet, or theirs is too expensive for OEMs, and Nanoco's last slideshow concentrated on their horticulture and solar businesses. Have not heard from Nanoco's partners either. Who is it now? Merck? Osram? Dow? Do they know?
In March 2017 Nanosys press release, "NANOSYS AND EXCITON TECHNOLOGY PARTNER TO ACCELERATE ADOPTION OF QUANTUM DOT TECHNOLOGY FOR DISPLAYS IN CHINA ". Since that PR, the Exciton stock has dropped from 52cny to 26cny. (That's Nanosys' QDEF film maker!)
QMC has the Cad-free QD, the automated production, and the ability to meet any OEMs requirements for redundant supply with no variation in the finished QD specs, because it is an automated process.
The OEMs have the manufacturing capability and the obligation to get funding to build fabs and run production. Can't blame the OEMs for an extensive testing process if that is what's holding things up, because of the billions at risk.
The K's and Q's will probably answer a lot of questions we have, and we'll see where we go from there. Seems like the whole QD and Display industries are waiting to hear too.
The QD market is eerily quiet. We are guessing QMC needs to file the k's and q's before they would be allowed to announce anything and/or to benefit from announcements by getting the larger investment community to buy in. No doubt the big money institutions want clean financials first.
But what is Nanosys and Nanoco's excuse for the lack of announcements of all their display success? Where are the big sign-ups, where are their QD TVs being sold with Nanosys Inside or Nanoco Inside? Nanosys is not completely Cad-free yet, or theirs is too expensive for OEMs, and Nanoco's last slideshow concentrated on their horticulture and solar businesses. Have not heard from Nanoco's partners either. Who is it now? Merck? Osram? Dow? Do they know?
In March 2017 Nanosys press release, "NANOSYS AND EXCITON TECHNOLOGY PARTNER TO ACCELERATE ADOPTION OF QUANTUM DOT TECHNOLOGY FOR DISPLAYS IN CHINA ". Since that PR, the Exciton stock has dropped from 52cny to 26cny. (That's Nanosys' QDEF film maker!)
QMC has the Cad-free QD, the automated production, and the ability to meet any OEMs requirements for redundant supply with no variation in the finished QD specs, because it is an automated process.
The OEMs have the manufacturing capability and the obligation to get funding to build fabs and run production. Can't blame the OEMs for an extensive testing process if that is what's holding things up, because of the billions at risk.
The K's and Q's will probably answer a lot of questions we have, and we'll see where we go from there. Seems like the whole QD and Display industries are waiting to hear too.
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