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The capex payment as you say is a loan repayable by royalties. Therefore it is N’s IP that is being used. This will not affect the normal revenue from the sale of or sensors. That puts a more significant value on Ns IP. It will depend on the agreement

The US partner will fund the capex which will cover all costs that can be capitalised as a start up project including all costs relating to the project team to get it up and running including the stress tests.

Page 28 from Nigel Pickett’s presentation
“StrongdemandforCFQD®quantumdotsfrommajordisplayOEMs“

All costs relating to the production of novel Nano particles for the US partner including additional staff prior to commercial production is being covered by the US entity. Therefore N just have to cover increases in staff for display which will only arise for orders in the pipeline. As commercial production is not expected for nano particles until 2nd half 2019 it does make you wonder what the extra staff taken on this year are doing.

This is not new but an interesting update on what AUO has planned for 2018
“AU Optronics wants to improve their current 99% Adobe RGB and 90% DCI-P3 panels to cover 99% DCI-P3 color space by 2019, and 90% Rec2020 by 2020.
Scheduled for January 2019 is an updated version of the 32-inch model mentioned above with a wider 90% DCI-P3 color gamut and VESA HDR 600-certified HDR support.”
https://www.displayninja.com/new-monitors-in-2018-and-2019/

https://www.google.co.uk/amp/s/amp.tomshardware.com/news/ces-2018-gaming-monitors-displays,36438.html

Anyone’s guess which product may have any dots but here are some new products from Acer.
https://www.kitguru.net/peripherals/monitors/matthew-wilson/ifa-2018-acer-launches-new-4k-144hz-monitors-with-freesync-and-g-sync/

Now gaming terminals for/by Christmas. Christmas adverts are starting to appear and about 13/14 weeks to go. So will they be available to buy for Christmas or will they appear in the Christmas school hols ie a week before. Shouldn’t matter as they will be around for 2019. Sooner would be less frustrating.
Appreciated the discussion on cad free clarified where the market is. Never been able to trust politicians to get it right hopefully they can work out what cad free means.

Ever done this in reverse. Disaster planning for growth is something I experienced a couple of times in life. I hope tenner has got his plans in place. Life might start slowly but just from the last trade shows you have mobile displays, micro led, miniled, smartphones 3D cameras, sensors, auto displays, auto sensors, unknown advanced electronic devices, gaming displays and TVs and 2 suppliers plus horticulture, medical and g knows what else. Why keep looking back. It is all happening slowly yes cause it is new tech. The race is on to be first and it is heading to quite a crescendo and it will take some organising when it gets going to deliver. Nothing yet maybe but momentum is a funny thing.

I cannot believe that some posters still do not understand the display hierarchy. N has no control over when displays come to market. It is between their panel maker and the OEM when they release their new products. N is a component supplier. I have just been reading tft central and their are monitors on there that were due to be launched 2 years ago and rescheduled for the beginning of this year and still have not reached the market and may or may not get to the market by the end of this year. Display is late but it is on the way.

NW yes CdSe was listed as one of the elements in the patent might be small but not cad free. N in their latest presentation is quite confident they are the only commercial producers of cad free that supply the market. I agree prototypes are one thing.

ROHS compliant at the moment is not necessarily cad free not at least until October.

The problem for N in this case is the client would be KDXs with a Dow supply. So why would N necessarily be able to confirm unless KDX notify Dow and Dow tell N.

Kang Dexin have said they are working with Hisense and TCL so is this model Nanosys or Dow dots? China has the same approach to cadmium as Europe.
https://www.techradar.com/news/first-look-tcl-x8s-8k-tv-with-dolby-atmos-is-an-all-in-one-wonder

Does not explain why it is not in income to end of July unless there is a period following the end of the contract for it to be ratified. So if it has just appeared in WH accounts period 2 2018.

Eskers good find. This is payment due for rights to a production process and not for the sale of qds. The contract ended in December and was based on WH sales. Money due to Nano could not Be accrued as it was variable and only known to WH and presumably only arose on completion.
“the Company signed a technology licensing contract with Nanoco Technologies Limited of the United Kingdom to acquire the intellectual property rights of the production technology. The contract expired on December 31, 112. According to the contract, the technical license paid by the company is as follows:
1. Technical Licensing The total amount of the company's technical license payment is subject to the contract period.
The sales volume of the company decided that the total estimated price of the management of the company is about 95,255 thousand yuan (accounting for special technology), and it will be paid in stages when the agreed sales volume is reached, as of June 30, 2007 and December 31, 106. The outstanding amounts on the day and June 30 were 63,460 thousand, 63,460 thousand and 60,840 thousand (accounting for other payables).”

I find it surprising that companies who claim never to use CdSe in their products then invest in a company who has a track record of using CdSe in products and continue to do so and then still claim to be green and believe they have no responsibilty in creating unnecessary pollution when alternatives exist.

The one thing we do know is the US partner will pay royalties to Nano so that clearly indicates that they are using Nanos IP one would therefore think the value of Nano would be greater than Nanosys but markets are fickle.

Driven by MicroLED? If so what is Apple’s solution. Is it to rely on current suppliers or do they want to take control of their displays as some press reports suggest.

Two significant moves by LG to qds. Must be good progress at Kyulux with Nano as the qd partner. Some substantial strategic moves happening but to what end? Seems to at least mean more qd activity. With only limited supply something is underway.