Here's how I see this shindig playing out. Sola
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Posted On: 03/19/2019 7:45:03 PM
Here's how I see this shindig playing out.
Solar - 2019 will see QMC getting the milestone payments from India and royalty payments starting possibly as early as 4th quarter 2019.
In 2020 India is likely to purchase two more reactors to ramp up production to meet their 2025 solar generation goals. Other companies will see that what India is doing with solar is the way the world will be going. Other companies will simply see it as a profitable venture. So we'll probably get two new license agreements in 2020 with an increasing number in the years to come.
Lighting - most likely it will follow the outlook for solar.
Displays - This year we'll get a license agreement from a display OEM to manufacture the 91% REC2020 drop in solution. If you want to stay competitive in the market you can't pass up on this technology. The % REC2020 will be the new competitive number between OEMs the same way engine displacement was for motorcycles 10 years ago (Harley came out with an 80 CI engine, Excelsior Henderson came out with 85, Harley went to 88, Victory came out with 92...)
Security Ink - I think this will be a surprise to most. QMC's likely to announce a contract with a company in 3rd or 4th quarter 2019. It will get some notice but be overshadowed by the importance people put on solar and displays. But the volume of product going into this application will yield some very nice revenue in 2020 and beyond.
Bottom line is that investors will see a technology that's likely to be pertinent for the next 10 years, and a technology which can be applied in multiple industries (revenue streams). Within a couple of years, the share price will be in the $5 to $15 dollar range at which point there's likely to be something like a split or possibly Solterra branching off. Either way, current shareholders will get more than a nice return on investment.
Solar - 2019 will see QMC getting the milestone payments from India and royalty payments starting possibly as early as 4th quarter 2019.
In 2020 India is likely to purchase two more reactors to ramp up production to meet their 2025 solar generation goals. Other companies will see that what India is doing with solar is the way the world will be going. Other companies will simply see it as a profitable venture. So we'll probably get two new license agreements in 2020 with an increasing number in the years to come.
Lighting - most likely it will follow the outlook for solar.
Displays - This year we'll get a license agreement from a display OEM to manufacture the 91% REC2020 drop in solution. If you want to stay competitive in the market you can't pass up on this technology. The % REC2020 will be the new competitive number between OEMs the same way engine displacement was for motorcycles 10 years ago (Harley came out with an 80 CI engine, Excelsior Henderson came out with 85, Harley went to 88, Victory came out with 92...)
Security Ink - I think this will be a surprise to most. QMC's likely to announce a contract with a company in 3rd or 4th quarter 2019. It will get some notice but be overshadowed by the importance people put on solar and displays. But the volume of product going into this application will yield some very nice revenue in 2020 and beyond.
Bottom line is that investors will see a technology that's likely to be pertinent for the next 10 years, and a technology which can be applied in multiple industries (revenue streams). Within a couple of years, the share price will be in the $5 to $15 dollar range at which point there's likely to be something like a split or possibly Solterra branching off. Either way, current shareholders will get more than a nice return on investment.
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