QD production capacity by Chinese QD producers has
Post# of 22456
QD LED TV shipment in China
2015: 250,000
2017: 950,000
2018: 1.2 million
2019 estimate : 1.45 million
QMA produces its QD using automatic continuous flow technology and is capable of producing 4 tonnes per reactor annually.
If QMA's QD production comes inline with 4 million tonnes per year
in 2019, QD LED TV shipment in China will be 5.45 million sets.
P/E ratio naturally will rise with consistently rising quarterly earnings.
QMC ASIA (QMA)
Assuming QMA will be producing 4 tonnes annually (4 million grams) and assuming overall operating expenses is 60% of sales revenue.
Annual QD production (gram)_________________________4,000,000 (for 4 million TV sets)
Average Monthly Sales (gram)________________________333,333
Average QD Sales Price ($/gram)______________________$50
Monthly Sales Revenue______________________________$16,666,667
Monthly Operating Expenses (60% of Monthly Sales Rev)___$10,000,000
Net Monthly Earnings________________________________$6,666,667
Net Quarterly Earnings_______________________________$26,666,667
Net Annualized Earnings_____________________________$80,000,000
QMC's 50% share of QMA's Net Annualized Earnings_______$40,000,000
QMC Shares Outstanding_____________________________750,000,000
Net Annualized Earnings per share______________________$0.053
P/E ratio (Price/Annualized Earnings per share)____________20
QMA's contribution to QTMM's share price________________$1.067
Current global TV shipment is about 200 million sets annually, imagine QD LED TV shipment in China will rise to 40 million sets annually, fueled by QMA's annuall QD production of 40 tonnes
as QMA increases the number of its reactors from one to ten:
Annual QD production (gram)_________________________40,000,000 (for 40 million TV sets)
Average Monthly Sales (gram)________________________3,333,333
Average QD Sales Price ($/gram)______________________$50
Monthly Sales Revenue______________________________$166,666,667
Monthly Operating Expenses (60% of Monthly Sales Rev)___$100,000,000
Net Monthly Earnings________________________________$66,666,667
Net Quarterly Earnings_______________________________$266,666,667
Net Annualized Earnings_____________________________$800,000,000
QMC's 50% share of QMA's Net Annualized Earnings_______$400,000,000
QMC Shares Outstanding_____________________________750,000,000
Net Annualized Earnings per share______________________$0.533
P/E ratio (Price/Annualized Earnings per share)____________20
QMA's contribution to QTMM's share price________________$10.667
May be that is Stephen Squires' operating plan in China.
The red dragon does not do anything small, such as the Mega Factory in China, so does the TV industry, that will drive QMA's production upward. QD LED TV production in China will exceed global TV shipment of 200 million sets outside of China.
Organic LED is a foreign monopoly, Quantum Dot LED will be a Chinese monopoly.
65 inch top of the line AMQDLED TV for under US$1,000 could be a future reality.