DTZ 4.55% 9.2¢ dotz nano limited

DTZ FA and research thread, page-49

  1. 643 Posts.
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    These are notes I took down during the webinar. If I have missed something or have portrayed it incorrectly I am sorry in advance.

    - The CEO does look at this forum
    - iPhones are starting to use QD's
    - Production was at 12% yield when they first started, but at the end of 2016 a breakthrough allowed them to increase this to about 65% yield.
    - Currently only targeting 3 markets (Optical Brighteners, Anti-counterfeiting and Optical Displays)
    - All display companies they have decided to work with have received samples and are currently testing and working with Dotz Nano. Testing takes time, which Dotz Nano is supporting but is confident agreements will come.
    - 100-200 ml is the average purchase from research and small quantity market. This is done through distributors. Global consumption is 50-60kg pa
    - Looking at exclusive licences to specific skill sets.
    - Open to Joint Ventures or Partnering with other companies.
    - In contact with various other distributors (not announced yet) at various discussion levels
    - Expected they can do over 1000kg of QD's over the next 18 months
    - 3.1m cash currently in the bank (due to returns)

    Financial Questions:
    - Misleading by saying Investor Presentation, should of read Webinar Presentation.
    - Currently spending under budget.
    - Currently have enough funds for future operations. If they are funding they will go to a group of specific investors. Currently no plans to raise funds.
    - Current cash of 3.1m
    - Just received a grant of 650,000AUD from Bird? Foundation (not included in 3.1).
    - Happy with capital at present.
    - On track with revenue, which will be coming in within the year of 2017, takes time to switch suppliers.
    - One company took 3 months to send samples with all paper work, agreements, non disclosure etc.
    - Revenue strategy currently in place. Will not currently forecast revenue though.
    - 100% focused of growing the business and expanding shareholder value.


    Operational Questions:
    - In touch with all the major tier 1 and 2 companies within the 3 target markets.
    - All colours have been shipped, confident production will cover all current and future demand.
    - Road tour in Japan in second half of June.
    - In negotiations with Merck, has supplied QD's to them for trials.
    - All companies they have had meetings with have taken samples
    - Announcement to come in due time about production
    - Going to start producing in the USA in due course
    - Production cost is a closely guarded secret
    - Average yield that they are producing is above 65%
    - Going to be submitting large amount of grant funding using experience from the CEO's previous business
    - Moved from research to commercialisation

    Questions from Webinar:
    - Hoping to hold high percentage of market share of QD's.
    (My question I submitted - How many QD's would be in the average QD TV) - 0.5 grams of QD per square meter of screen. Average TV will contain .75g of QD's
 
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