Conversation 174: How can you have a faster better and cheaper product and not sell a s*@#t load of it?
That was the question I asked CEO of Dotz Nano, Uzi Breier, back in July 2019.
He told me then, just two months into his new role as CEO, that the company had spent a lot of time on R&D and needed to shift to commercialisation and he has been hard at that since then.
Dotz is a researcher, producer and marketer of anti-counterfeiting, authentication and tracing solutions.
At the heart of the Dotz Nano business are Quantum dots. These are tiny particles with diameters in the range of 2-10 nanometers or 10-50 atoms.
They were first discovered in 1980 and are most useful because they emit different colour light, depending upon their size.
They can be mixed into a liquid and 'tuned' to only show a particular colour.
But traditional quantum dots contain environmental nasties, like lead and cadmium, and are expensive to create.
Dotz Nano's technology uses graphene, is cheaper and achieves far greater yield according to the company.
Traditional applications include transistors, solar cells, LEDs, diode lasers, all types of screens from televisions to phones and everything in between plus they can be used in printing and plastics.
Since becoming CEO of Dotz Nano Breier has refocused the business into one that specializes in tracing, anti-counterfeiting and product-liability solutions.
Because the Dotz Nano dotz are not dangerous they can be added into almost anything and coupled with a Nano Dotz scanner, a person can detect if something is the real-deal or a fake in seconds.
But with the advent of COVID Uzi Breier has shown his commercial nimbleness and seized the opportunity to ensure people are buying real face masks, not fakes.
This has kicked the company off and resulted in a US$13 million and US$24.6 million deal over the initial three-year term, depending upon how things pan out. [See ASX release later.]
Another COVID win could also come in what the new Chairman of Dotz Nano says is a 100% success instant COVID test, using the Dotz Nano technology.
Bernie Brooks, former boss of the Meyer department store chain, told me in our recent Conversation that the test “works 100% of the time”, but it does need to be clinically trialled to back that claim up.
That trial is happening at the Sheba Medical Centre in Israel, where Dotz Nano is headquartered. Sheba was named one of the top 10 hospitals in the world in 2019.
But whether the Dotz tech turns out to be a successful COVID instant test goer or not, the business has a new spring in its step according to Brookes.
A quick look at the share price over the past five months certainly reflects this, with a lot more potential Brookes told me.
[IMPORTANT: THIS ARTICLE AND INTERVIEW IS BY NO MEANS A DEFINITIVE EXPLORATION OF THE BUSINESS FEATURED AND NO INVESTMENT DECISIONS SHOULD BE MADE BASED ON THIE INFORMATION FOUND ANYWHERE ON THIS WEBSITE. PLEASE READ OUR FULL DISCLAIMER BEFORE MAKING ANY INVESTMENT DECISIONS ABOUT ANY COMPANIES MENTIONED ON THIS WEBSITE AND SEEK THE ADVICE OF A PROFESSIONAL ADVISOR.]
ACTIVE CHART [Delayed by 15 minutes when market open]
Useful blog navigation links.
SHARE PRICE TREND OVER 200/100/9 DAYS l ANALYSTS VIEWS l TECH AND COMMERCIAL READINESS INDEX
SOME OF THE RECENT MARKET ANNOUNCEMENTS BY DOTZ NANO:
Dotz largest shareholder SIBF commits further growth funding
Dotz signs landmark face mask authentication agreement granting Breathe Medical exclusivity in USA and Canada
Dotz sales and growth momentum building over FY20 as need for authentication security increases
TECHNOLOGY AND COMMERCIAL READINESS.
Based on the Technology Readiness Level [TRL] developed by NASA and the Commercial Readiness Index [CRI] that grew out of it. Dotz Nano would fit somewhere around 3 and 4 on the CRI.
SOME RATINGS FOR DOTZ NANO [ASX:DTZ]
RATINGS ACCURATE ON TUESDAY 24th SEPTEMBER 2020.
Morningstar Quantitative [algorithmic] Rating *
Valuation Rating: Undervalued Fair Value Estimate:0.361 Fair Value Percentage Diff: 19.71% Liquidity: Medium
DISCLOSURE
The author does not own shares in this company at the time of writing this post. Inside Market does not accept any payment from this or any other company we cover. Inside Market charges a licensing fee for the re-publication of any content on this site. Any information in this article or anywhere on the InsideMarket site should be considered in any way, a recommendation to invest in this or any other company covered here. Nor should it be seen as a form of financial or investment advice. Disruptive technology stocks should be considered very speculative, high-risk, and extremely volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer. Insidemarket.net is intended for general news and information purposes only. Nothing in Insidemarket.net constitutes or is intended to constitute investment, financial, property, business, marketing, accounting, mortgage or legal advice and should not be relied upon by any person as a substitute for professional advice. Readers are strongly encouraged to seek independent legal, financial or other relevant or applicable advice before making any related decision. READ FULL DISCLAIMER HERE
* The Morningstar rating uses a machine-learning model to rate 22 times more funds than are rated by Morningstar analysts in EMEA and Asia.
The Quantitative Rating is an extension of the recently enhanced Morningstar Analyst RatingTM for funds (Analyst Rating), which provides an analyst's forward-looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk-adjusted basis over a full market cycle. Morningstar EMEA and Asia manager research analysts assign Analyst Ratings to approximately 1,260 open-end and exchange-traded funds and together with the Quantitative Rating, cover approximately 29,200 funds, representing nearly 105,000 share classes in EMEA and Asia.