Nanoco Group - NANO Stream Log

Interesting that the EU Parliament are asking for an update from the commission. Follow this link for the questions tabled on 3 Sept. [link] I think the commission have around 3 weeks to reply. The door is closing on cadmium Qd's and QD vision and Nanosys are aware of the trend. See what China does. Should be an update on their RoHS 2. Period for comment ended in May. As for QTMM their public releases are getting more like the metro in tone. Development agreements take years. Nano were entering into these 7-8 years ago. Not sure Nitto are even active in TV displays... Anyway, we'll find out the state of play with Nano in a few weeks.

The technology is too advanced to really understand. The only thing you can do is have faith in management and in Dow's strategic competence. The cadmium door is closing and I don't see any others producing cad free at scale. The only unknown is samsung. The big TV manufacturers yet to show their hand . Sony, Sharp Panasonic, Vizio etc..

Also not Hisense expanding into unregulated markets probably due to Rohs in Europe and the withdrawal of the exemption [link]

Funny how Nanosys haven't released a QD lighting product. But there again they can't as they are still have issues with cadmium. That problem won't go away anytime soon imo. Commissioning of the Dow factory must be complete by now allowing for scale production and much reduced cost. LG keynote speech tomorrow at IFA, too.

So Feeks what is the price of Dow's cadmium free Qdots per kilo compared to the competition....?

Interesting that Samsung are slashing the prices of their Qdot TV's, up to half price in the US. Maybe in anticipation of LG launch in Sept. Either way, the QD TV will soon be mainstream [link]

The change in institutional holdings can be explained by the change in the status of Nano's listing. It all happened around the same time. Nothing much in the way of sales since then.

Maybe the samples were for production purposes. It's a fine dividing line, look at QTM on that. We all have to accept some slippage on production. If you've ever been involved with project management you'll understand the complexities. But commissioning of the plant is on-going and samples from that factory will either be bought or not...

Market thinks forward. Bit question is rate of growth. I recall Yell being valued on the basis of free cash flow and profits. No good though if the company doesn't have a future..

Well let's see indeed. And let's see if QTMs claims to be able to supply the whole industry for next to nothing have any validity