Nanoco Share Discussion Threads

[mr.oz] 24/11/2016 13:17

volumes are telling us nothing much is happening - imv

[kenirogas] 24/11/2016 13:13

If that's the case, I guess it might not bode well for Dow royalties which should have her by now (6 weeks post previous qtr IIRC), by which I mean they aren't likely to be outstanding, but will hopefully be an increase on previous...

[andycapped] 24/11/2016 12:59

Someone must be selling off another chunk of stock behind the scenes, judging by the recent price drops versus the volume of sells.

[kenirogas] 24/11/2016 06:58

Thanks for the reply, Crunch.
I have read all of the posted items previously (no naming of ND on their site that I can see? -also couldn't find much about ND display films out there), so I guess it's just down to personal confidence on which company has the strongest current position. For me, that is still nano, but if I ever see proper evidence that QMC have perfected cad free flow production, that may well change. I've also got used to the ebb and flow of Nano now, which makes it easier to trade the edges a little more successfully.

As Andycapped says, though, it may be better to take all this chat over to the QMC board. I did start a thread there a year ago, but don't think anyone ever followed up...

[syd777] 23/11/2016 22:52

Howl01.. Nice report from WH,Nanoco needs just one more Flim company to get it going on the Flim side strongly.NO RUSH.

[syd777] 23/11/2016 20:54

As an avid fan of nano materials and quantum physics,the best read I have had was the fact that information storage using QDs through intanglement is viable.While the display industry with TVs is now the going concern for QDs,I might not be wrong in thinking it will eventually reach the quantum faze with quantum computers,security,Solar,bio imaging... 2020 is the date I have set in mind for a QD revolution and the most notable companies from North America and a small minow company from Manchester have started that revolution.Oled will give way to Nanotech and its no use going it alone like LG,As Crunch has pointed out.The biggest problem with information on quantum computers has been information storage and with QDs it might have just opened up the gates to another dimension.

[ih_169538] 23/11/2016 20:39

Says the facts..if you cant find them I'll post if you wish..

[ih_169538] 23/11/2016 20:38

Says the facts..if you cant find them I'll post if you wish..

[ih_169774] 23/11/2016 20:10

Crunch be prepared for Syd to come back with a zero fact based response.

[andycapped] 23/11/2016 20:08

I keep wondering if I've clicked on the wrong board, and that this is the site for QMC share rampers!

[beercapafn] 23/11/2016 17:17

Crunch Says who. !!!

[ih_169538] 23/11/2016 15:09

On Merck and Wah Hong ..QMC doesn't need a major to help burden the cost of ramping up to mass produce and Nitto Denkof is the leading film manufacturer in the world supplying Apple Samsung LG etc etc.Wah Hong is a minnow comparatively..fact.

[ih_169538] 23/11/2016 15:05

The reason why both Nanoco and QMC don't have a commercial product on the market is because the film manufacturers in QMCS case and I would imagine Nanocos as well require a certain level of performance which we know has been very difficult by anyone to make in cad free.In QMCS case their partner Nitto Denko is not about you make ano inferior product and expect the best.I believe both companies have been improving on their sample qualities and it's a matter of time before each have a viable product.As far as funding QMC does not have a cash burn like Nanoco and has just signed an agreement for a 9.75 million LOC.
What does matter to film manufacturers and OEMS is the cost they are paying for the raw materials ( Quantum dots )which affect the cost of a film product.

[firminator1] 23/11/2016 09:33

ignore - just found it, relating to LTIPs for Directors.

[firminator1] 23/11/2016 09:23

Syd - what rns are you referring to ??

[syd777] 23/11/2016 07:48

Keni hope your ready for a big blast from Crunch.

[kenirogas] 23/11/2016 07:40

OK Crunch, I'll bite... You state "Fact QMC has cad free qd and can mass produce at a far less cost than anyone."

So, For the third time of asking, if they are able to produce acceptable quality product at such low cost, why do you think Merck and WH looked to Nano instead? Can't be the tie up with ND putting them off or the Dow link would have done the same for Nano. On the face of it both are in a similar boat...links to major manufacturers, product available for sale, but no actual, paying customers visible.

Do QMC have cash reserves for a years worth of no sales?
Thx

[syd777] 23/11/2016 07:37

Not the type of RNS we're waiting for..As set out in the Company's Annual Report, the vesting of the options is subject to the achievement of performance conditions based upon share price growth and revenue targets over the three year performance period commencing with Nanoco's 2016/2017 financial year. Ordinarily, the options will vest (subject to the achievement of the performance conditions) following the announcement of Nanoco's results for its 2018/2019 financial year and will be released to the participants following the end of a two year holding period.They need to get their act together with share price growth and revenue targets.

[ih_169538] 23/11/2016 04:18

OK you asked Syd and Kiss to your comments

1.Products hxxp://www.qmcdots.com/products/products.php
2.Production
hxxps://globenewswire.com/news-release/2016/05/23/842377/0/en/Quantum-Materials-Corp-Enters-Next-Phase-of-Cadmium-free-Quantum-Dot-Development.html
3.Partners :Nitto Denko ( unlike Wah Hong they are a real world leader ) 45 NDAS ongoing
hxxp://www.qmcdots.com/press/press.php
Kisco Uniglobe ( remember them ? They dropped Nanoco years ago )
4.IP : Some is licensed but they own the Bayer patents which are very broad and predate many of the existing qd company's IP

hxxp://www.prnewswire.com/news-releases/quantum-materials-acquires-bayer-technology-services-quantum-dot-manufacturing-and-quantum-dot-solar-cell-patents-271967701.html
We acquired these patents to not only expand our technology portfolio in heavy metal-free and QDSC production, but also to protect the advances we have made to date in the volume manufacturing of nanoparticles, including quantum dots," said Stephen Squires, Quantum Materials CEO and president. "Bayer is a research pioneer in the nanotech and QD fields and these early filings were awarded with broad claims. It will be very difficult for competitors to produce materials in volume similar to ours without breaching our patents."

"Bayer Technology Services has been successfully working in the field of nanotechnology for more than 30 years . We are very happy that Quantum Materials is also using our patents to invest into new markets Bayer is not focusing on," adds Dr. Guenter Bachlechner, Head of Technology Development and Senior Vice President of Bayer Technology Services GmbH.

QMCs production process which is covered through the Bayer patents and through IP and trade secrets developed with Access2flow.They basically own the two golden geese for flow process for quantum dots while the rest are all batch or semi batch.

I would put Sri Peruvemba up against ME anyday as a CEO.Sri's roladex has every major display OEM in it.He is the head of marketing and director of SID as well.

To discount QMC as a player and compare them in any way to QDVISION is ludicrous.Ask yourself why the leading optical film producer Nitto Denko chose QMC to provide samples for film production instead of NANO is already bebunking your comment. Uniglobe Kisco has partnered with QMC and dropped Nanoco years ago.

I don't disregard Nano as a player but people also said QDVISION had to much of a lead and funding to lose.Fact QMC has cad free qd and can mass produce at a far less cost than anyone.

[ih_169538] 22/11/2016 20:55

Any of the three remaining qd companies mentioned regularly in market reports could be offered a take out price.Only Nanosys controls this outcome with Nano and QMC being public companies takeover targets.Unless QMC and Nano have a poison pill to disrupt that process then they are wide open to larger predators.Kuss when I am sitting down later I will debunk some of your comments about QMC..quite frankly the industry needs both or more to grow it and feed supply and not fall into the mistake LG made going it alone on OLED.

[syd777] 22/11/2016 20:24

Crunch would appreciate your latest intake on QMC.

[kuss1] 22/11/2016 20:19

QMC are in the worst position of all. No products no commercial production no licensed partners, borrowed IP. If QD vision went to the wall, QMC won't be far behind.

I don't say nanosys is finished, just their dream of becoming a major manufacturer. They will probably continue as a scientific hub for research and make money from royalties. Unless they have a breakthrough with cad free, but Samsung got there first using Nanosys IP, so that's probably unlikely in the short to medium term.

Interesting quote here from samsung...

''We can use the QD Vantage Quantum Dot source patent to prepare for future patent litigation preemptively''

Who have they got in mind for preemptive litigation? That's a warning shot to nanosys in my view and/or the Chinese competition.

Samsung have deep pockets and the litigation with nanosys will be costly and extended. Will Samsung break free from nanosys if QD vision wins or partially wins?

It's now a two-horse race SAIT/Hansol vs. Nano/Dow/Merck.

But the industry needs capacity for sure. So probably they will both co-exist.

I think it's good news for Nano though. Where will the rest of the industry get access to cad free tech if Samsung is has closed another door to possible supply?

As to the value of Nano, assuming there were higher bids for QD vision, that puts Nano way under-valued with it's IP and position. QD vision was dead. Knock off Nano's cash and it is valued around the same as the highest offer for QD.

Value will out.