The truth is there is no monopoly among TV makers, optical

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The truth is there is no monopoly among TV makers, optical film makers and quantum dot makers. When there is an alliance between Nanosys (quantum dot maker and optical film maker), Hitachi Chemical and Vizio TV, there is also potential alliances between QMC's optical film makers, other chemical companies and other TV makers which are anonymously kept in secrecy. Only when time is ripe will the chicken hedge and surprising news will be out.

Watch Universal Display Corp (OLED.NASDAQ)'s Q2 financial report due to be out this Thursday and check its Q2 net sales, 2 consecutive quarter of slump net sales after peaking in 2017 Q4 will signal TV makers giving up on OLED technology and choose QD LED technology with more QD LED TV coming out from other TV makers some of them may be using QMC film partners' QDEF and QMC's quantum dots.

The outstanding share of Universal Display Corp (UDC), the sole OLED producer, is only 47 million. In a desperate move to save the company's future, UDC may give up OLED and switch to QD LED and raise $2.5 billion or $5 billion by issuing 25 million or 50 million shares at $100 per share and use the proceed to make a buyout offer to acquire all of QMC's outstanding shares at $5 or $10 per share in a $2.5 billion or $5 billion deal. Right now demand for UDC shares are still strong at over $100 per share with daily trading value of $60 million. There is no doubt QMC shareholders will vote unanimously to approve the sale of the company without waiting 10 years for the share price to grow to that level.

So there are two potential outcome that will affect QTMM share price: Share price open gapping up at $5 or $10 on the buyout offer news or price gapping up over $1 on news of big sales contracts between QMC, its film partners and big TV makers.


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