Thought I would share my notes on DTZ, starting to show real company making potential imo and still under the radar with low SOI and low EV of around $28 mil
22-11-2017
Very happy with the progress being made by DTZ with just 12 months since listing, recent progress shows a significant acceleration toward commercialisation
Almost 3 months ago on 30-08-2017 they announced "Dotz Nano Enters Lithium Ion Battery Market"
https://hotcopper.com.au/threads/an...hium-ion-battery-market.3647604/#.WhTc5nZ9kuU
This was to develop Graphene embedded Cathodes for the Lithium Ion Battery Market
This included submission of a funding request to SIIRD for AUD $1.87 mil
Today we have this announcement for a collaborative agreement and likely sale of GQD's in Lithium Ion Battery Anodes
There is potential for DTZ to be an essential component for rapid charging technology in the evolving landscape of the lithium ion battery industry as well as charging infrastructure. Significant news imo - value so far $150,000 USD, subject to successful pilot
Then 10 weeks ago DTZ announced its commercially ready for the Taggant market, specifically targeting petroleum but having widespread additional applications. No commercial deals as yet, but it is "Working closely with two international major anti-counterfeiting/brand protection companies"
https://hotcopper.com.au/threads/ann-dotz-nano-enters-fuel-marking-market.3675762/#.WhTgUHZ9kuU
Some possibilities of major anti-counterfeiting/brand protection companies:
http://www.polysecure.eu/en/home-an...thentication-and-marker-or-taggant-solutions/
https://www.tracerco.com/product-assurance
2 days later DTZ announced an MOU with Colorplastic in Switzerland, a second tick in the anti-counterfeiting/brand protection market
07-11-2017 First significant commercial sale worth $135,000 AUD to their Japanese distributor hinted as destined for use in enhancing anti-counterfeiting measures in the 2020 Tokyo Olympics!
https://hotcopper.com.au/threads/an...rst-major-sales-of-gqds.3818058/#.WhTllHZ9kuU
20-11-2017 Second significant commercial sale worth $300,000 USD to Colorplastic in Switzerland, after just 2 months of trials
https://hotcopper.com.au/threads/an...ment-with-colorplastics.3848426/#.WhTnE3Z9kuU
And today a pilot likely to be worth a minimum of $150,000 USD mentioned above
In amongst all this progress to further commercialisation DTZ has established global distribution network with Sigma Aldrich on 14-08-2017 and in the USA on 02-10-2017, as well as passing stringent independent dermatological safety evaluation studies on its GQD's by Selvita Ltd in Sept 2017 that demonstrated negative test results in both in vitro Skin Irritation tests and Skin Corrosion tests.
As Moti stated there are 60+ companies globally in various testing phases for DTZ GQD's, with 2 additional very promising recent announcement linked to the display markets from 3 weeks ago
https://hotcopper.com.au/threads/an...use-of-gqds-in-displays.3793476/#.WhTox3Z9kuU
and development of red and orange GQD's with significant quantum yield
https://hotcopper.com.au/threads/an...ved-for-red-orange-gqds.3808233/#.WhTpMXZ9kuU
Sales are coming in fast now, and could potentially start pouring in, lots of potential upside imo.
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