Member Info for Mars1

Also came across a Dell 43”. That probably is sufficient info to confirm they are AUO panels. https://www.scan.co.uk/products/43-dell-p4317q-4k-ultra-hd-monitor-3840x2160-8ms-ips-10001-dp-12-hdmi-d-sub-4x-usb-30-audio-in-black?v=c

The only similar size panel I have come across is by Acer https://www.scan.co.uk/products/43-acer-et430k-4k-ips-monitor3840-x-2160-5ms-100m1-hdmi-dp-mdp-white-speakers?v=c

Delays until July https://www.techradar.com/news/nvidia-turing

Eskers good to see KDX confirm supplying Hisense and TCL. I had a look at Skyworth’s new products but no mention of QDs although they are IPS panels.

From NWs post UBIqd established to develop low toxicity QD technologies can only happen with CFqds. Also to develop uses of not develop cfqds so whatever they do they will acquire cfqds from whoever will supply.

Unmanned aerial vechiles already exist which confirms LiDAR will flow through the whole transportation industry. https://www.sensorsmag.com/components/wild-idea-transforms-aerial-mapping-industry

Thought the attached was interesting infrared lasers at the centre of automotive future. The video is fascinating. When all sensor manufacturers factor in the use of QDs this should be fundamental to transportation of all types. https://www.wired.com/story/lidar-self-driving-cars-luminar-video/

NW agree with display analysis. The following is from the interim accounts as a principle risk of the directors " Revenues with the new US partner could become the major part of our revenues which could lead to over-reliance on that partner" They obviously believe revenues from the nanoparticle business will be significant. The mitigating factor is the growth of revenue from other sources. So it would appear the income will potential outstrip the display income despite the fact that will be significant

Mass production is commencing as stated in the interview. As factory space has increased for display from 3k sqft to 10k sqft and extra staff taken on this should mean production is above the annualised 1000kg rate and could be as high as an annualised 3000kg rate. At an annualised 1000kg rate monthly QD production equates to 60k panels at 75”. This statement is in line with AUO stating they were commencing mass production of 65” to 85” screens. https://www.anandtech.com/show/12458/auo-to-ship-8k-uhd-tv-panels-in-coming-months

I see this has been updated to 31st Jan. interactive investor has added 10.5m shares. http://www.nanocotechnologies.com/investor-relations/shareholder-services/shareholder-analysis

It depends on what patents are involved and who owns them. A product patent by the partner will restrict Nano to a product design but not the raw materials and not a derivative of the product. Subject of course to any contractual limits imposed for pre-funding.

Just had a 2nd listen to the excited interview. There was a definite reference to doubling space. So to 20k ft. That means display has expanded from 3k to 10k ft to cope with demand. He also said they were starting mass production in display and commercial in lighting so a live contract as with nano particles.

NW thanks I believe ther statement leaves some interpretation required. Although in one aspect the press release is clear it does state categorically that an additional 10k sq ft is being taken by Nano for the nano particle business. The only unclear part is the size prior. I believe in the interview (excited) ME says double but I have not had a chance to check.

This particular para interested me from the recent announcement of doubling factory space. "Nanoco�s original bespoke facility, created by SOG�s in-house technicians, covered 3,000 square feet of floor space. However as the company has expanded it required significantly more space to meet the demand for quantum dots from markets including Japan, China and the USA" Now in all the presentations prior to commercial production commencing ME clearly outlined capacity to be 1000kg with shifts 2000kg and small investment 3000kg. Yet the above clearly states they have required significantly more space to meet demand. So Am I reading more into this or has production already outstripped the original capacity constraints. http://www.nanocotechnologies.com/media/press-releases/nanoco-makes-quantum-leap-heath-business-and-technical-park-new-nanomaterials

NightBreed liked your Saturday Lidar post. Surprised to learn autonomous cars already being tested on our roads in public. You can already see the advances in recent models moving towards that level.

Alternatively you could add short sellers to the positives as they will very shortly have to cover their ‘shorts’....only joking

Ouster based in San Francisco maybe an option for someone https://www.ouster.io/?gclid=EAIaIQobChMIgJDCgfiE2gIV15MbCh2alwdeEAAYAiAAEgIQnvD_BwE

Just taken delivery of a new car it has as standard an ir sensor for auto braking.

Both new for 2018 are LCD models with QDs. TP vision is list as a potential in the Kids presentation https://www.techradar.com/news/philips-tv-lineup-2018-heres-an-outline-of-the-range-for-the-first-half-of-the-year

NW thanks