Member Info for Nanonano

Although ti would be nice to have some more information on the new partnership, I am more interested in hearing how sales with Wah Hong, Dow and Merck are progressing. That's what will put food on the table in the meantime.

Interim update on Tuesday, from the horses mouth, so to speak.

Under a fortnight to go until the update. So we will find out where progress is then, good, bad or indifferent.

There may be other companies out there making no profit and rising share prices, but generally they don't rely on dilution/funding to keep them solvent. Those who invested in this company in years prior to the last 18 months or so, pretty much got caught, and although they hopefully will eventually turn a profit, it won't be half as handsome as some of the much later investors. So it's understandable if investors don't plough their money into a company like this until they can demonstrate a saleable product that makes a decent return.

What the markets want to see is a company demonstrating evidence of a healthy profit. Been too many false dawns in the past. Once Nanoco can demonstrate that, we should start to see sustained growth in the share price.

Curiouser and curiouser said Alice... https://venturebeat.com/2018/03/12/apple-to-address-ai-quantum-dot-and-vr-at-display-week-in-may/

How revenue is stacking up from sales to Wah Hong, Merck, and Dow royalties. The mystery US corporation will be revealed in the fullness of time, in the near term revenue from exiting partnerships are of more importance, I think.

Wouldn't want to put any serious money into QMC, think that really would be a hell of a risk.

They state that as their capacity, but do they actually produce that quantity, and if so where and what are they being used in? Certainly not all going to Samsung.

Certainly built to supply the Korean OEM's.

2-3000kgs per annum with expansion at Runcorn. Dow capable of far more, but no idea of present scale up.

Q8 and Q9 range will be AUO panels I think, as they all have direct LED lighting, whereas the rest of the range are edge lit, which points more towards Samsung's own display tech.

https://www.forbes.com/sites/johnarcher/2018/03/07/samsung-2018-qled-tvs-full-details-finally-revealed/#3552cc4841cd

I think it's worth bearing in mind that technology tends to have a lot of inertial drag. LCD fabrication is mature and has huge investment- that's not going to be chucked away lightly. Look at how long it's taken to get OLED upto just 1% of large screen fabrication. Other than film based QD tech, any other form of QD technology is going to require significant restructuring. Samsung are I'm sure willing to go down that route, up to a point, perhaps in order to regain prestige in high end display. Let's face it, QLED hasn't got the crown for best display over OLED amongst the critics, chiefly down to the issue of contrast. However I can't see the majority of screen companies going this route, they will want something they can slot in to existing tech, and will only go down an alternative route if sales fail to materialize. QD film fits that choice perfectly, and to date the main issue seems to be supply and demand for better screens.