What if I told you news that this nanotechnologies thing was a sure bet. Yeah right. Well, as we all know nothing is guaranteed but taxes and dying, or is it? Didn’t someone say history tends to repeat itself. Wars, famine, droughts, locust, the typical dooms day type of stuff. But that’s looking at the negative side, what about the positive, Lets look at investment opportunities.
First is understanding the maze of opportunities and filtering hype from reality which by itself isn’t trivial. There are four major industry sectors nanotechnology will impact — manufacturing and materials, electronics and IT, healthcare and life sciences, and energy and environment. In these industry sectors there are eight markets — aerospace, automotive, construction, electronics, energy and environment, manufacturing, medical & pharmaceutical, and oil & gas.
How big is this nanotechnologies thing? PRETTY MASSIVE as you can see above, it has tentacles everywhere.
Market size forecasts as presented in 2007
“When you read about the market size forecast for nanotechnology the National Science Foundation’s “$1 trillion by 2015” inevitable gets quoted. Lux Research even estimates $2.9 trillion by 2014. These are huge numbers! By comparison, the entire U.S. consumer goods sector in 2005 was $877 billion. Even the entire industrial production of the United States in 2005 was a little less than $2.9 trillion.”
The hype here is even though one piece of the puzzle fits they count all the pieces of the puzzle in their numbers above. Even so the key is the numbers involved with the nanotechnologies is going to be pretty overwhelming.
Now take a look at the Investment Outlook as it looked in 2004 for Nanotechnology – It looks like the overall status is behind schedule pg 19.
But this is really the meat and potatoes Page 5 Figure 5 holds the key to our future! See the Senate Committee Testimony article below.
Nanotechnologies are starting the commercialization phase and exiting the developmental ~20 year phase. Which if you think about it, Quantum Materials Corp (QTMM) will be mass producing the Quantum Dots that have for so long only been grown in miniscule amounts. You can’t commercialize a product with limited quantities. QTMM has now solved that problem. Being an ECONOMICAL Nanomaterial provider to these numerous industries will be a boom to all. (This is the testimony by Matthew Nordan, President of Lux Research Inc 2008 to the Senate Committee on Commerce, Science and Transportation)
And if that wasn’t convincing here is an excerpt further enforcing that HISTORY REPEATS ITSELF, an article from http://www.nanowerk.com/spotlight/spotid=1328.php was dated January 25, 2007.
Golden opportunity or bad idea?
Whether investing in nanotechnology stocks today is an opportunity or not is to be answered by every investor for himself. It never hurts to be on the cautionary side though, and here are some concluding thoughts:
Truly revolutionary nanotechnology products and materials available as commercial products are years in the future (some say only a few years; some say many years) and the companies dealing with these products and materials probably are not listed yet or don’t even exist yet. Economist Norm Poire at Merrill Lynch tracks a series of historical growth innovations. He argues that growth innovations drive the economy and the stock market. It takes about 28 years for a new technology to become widely accepted, which then fuels a period of rapid growth lasting about 56 years. Some 112 years after invention the innovation reaches maturity and grows in line with population increases.
You’ll have to go to the chart from the link above that is below “Growth Innovations” showing Textiles, Railroad, Automotive, Computer, Nanotech?
Source: Norman Poire, Merrill Lynch
Whether nanotechnology becomes such a historical growth innovation remains to be seen. What is certain, though, is that the timeframe involved will span decades.
As you can see from the chart above we are in the infant stage of the development of this Info Revolution. I don’t believe it’s an “If” or “Whether” any longer, the nanomaterial phase (Quantum Materials Corp – QTMM) has just matured to allow the nanointermediate phase to start manufacturing for the nano-enabled product phase to deliver the end product. Solterra Renewable Technologies, Inc. will be the nanointermediate company mass producing the solar cells and this is only the beginning! Some times it pays to take a lesson from history and step back to look at the big picture. Don’t let procrastination get in the way and miss this investment opportunity. You’ll have to decide for yourself the right vehicle to invest with, QTMM/ Solterra is one of several. IMO they are on the cutting edge of the technology and will emerge as one of the market leaders many will try to emulate.
Here’s some more positive comments not as technical but more from the heart:
Some comments on the internet about Nanotechnology For Dummies by Richard D. Booker, Mr. Earl Boysen
My prediction (and the authors) is that this is going to be the hot science subject of the next generation.
While the authors do tend to be wonderfully enthusiastic about the nanotech future, I think that their optimism is somewhat warranted. They show you the edge of the future that we are about to enter, and even after dismissing the hype, there’s some intriguing stuff out there.
Before reading this book, I didn’t know, nor did I care about nanotechnology. But now, I see all the applications of it in every day life!
The message is it really doesn’t matter where you get on board the nano train, you just need to get on board for the ride.
Stock Market – OTC.BB – Ticker = QTMM