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"a dominant element in the value chain" - not quite sure what you mean by this but my theory (which took a while to re-think up) is:
There are 3 reasons an investor might look at the 'distributors':
- don't have to pick the technological winners (the company just has to select good enough ones for the market)
- this is the simpler and easier to understand part of the supply chain ie organising electricians/installers is simpler than understanding how to manufacture solar, batteries
- their is scope across the technological dimension for expansion - so the same electrician/installers that do the solar panels can then add batteries and electric car chargers to the mix
Ahhh - well the short simple answer is YES investors will want to be in solar distribution / installation.
The set of reasons why is more lengthy and complicated.
By the way Sunworks margins previously showed up as very good and their profitability seemed to drop off mostly because of weather.
Hence with decent weather and management we should expect they will do OK - hopefully more than OK.
Interesting.
So just as a matter of interest.
So where would this Vietnamese TV supplier be getting their Qdots from ?
"Assuming Seba is on the money with his forecasting for solar is Sunworks best positioned as a pure installation play in the forthcoming tipping point boom?"
Can you elaborate on this question : is this meant to imply/be debatable that Sunworks should/could position itself otherwise ?
The fact that both companies will be entirely fake.....
Again right on Varok.
Good to see someone with the balls to make bold predictions.
Monitoring this stock closely.
Looking forward to seeing OTC action rev up.
Right on Varok - seems only you and me truly believe in this one.
I am taking any opportunity to add.
To me this is already a real company - I mean after all why would a huge Japanese conglomerate (Toyota) sign up to a deal with some BS fake mining company ?? (Doesn't make any sense).
There is gold is them thare hills.
Oh yes this baby is gonna explode when the rare earths get going later in the year...
Wow yeh - this puppy is an easy 10 bagger.
Cant help but agree.
if only that were really true !
Agree something is up and I expect we will find out shortly.
I have already sold my position in this stock - so is possible this could be an opportunity to reload.
There HAS to be bad news out - probably a delay to the arbitration.
No one would be selling in volume otherwise...
Interesting questions - well actually only no 2.
Is that correct ? our scientist has no shares ??
(I thought part of his compensation was in shares.)
Agreed - part of the human tragedy is to make something that should be simple more complex.
Even JN has admitted getting to manufacturing was considerably more difficult than anticipated.
We would only change the prototype now if this was necessary to seal a deal with a manufacturer.
I am no expert either but I am pretty sure would not be that simple.
Pretty sure that such a test would take considerable time and money too.
Not being argumentative, and I agree no harm if mentioned to JN - I am sure he is interested in whatever options he has to get too production - something many of us continue to hope for.
Black Silicon is an interesting idea but:
More R&D at this stage wouldn't seem like a great plan - unless funded by others.
What we need is to hookup with a manufacturer who can churn out our solar cells at a low enough cost. Ideally, (IMO) we need a newish method of production - yes I am stating we need a new factory (or at least production line) - going with the old methods won't cut the mustard for very long and we are sure to lose our competitive advantage before too long.
Very good point my friend.
I am guessing they will deflect all solar cell related questions and we won't learn anything of interest.
We can expect this to be a bit of a practice session for future calls; so again I expect a tightly controlled agenda restricted to the earnings announcement.
wish I could participate in the call - even though my expectation is somewhat low - never know unless you have a go.
Beautiful speculation...
and in fact a lot of that is almost a logical conclusion.
- logically, the 2 acquisitions were impressed by the solar cell as some of us believed
- logically, we know that manufacturing outside the US is more likely
the part about having found a manufacturer - that's interesting but raw speculation; pity JN wasn't more specific when he said "hopes to commercialize this year" since that part is rather open to interpretation (another line to explore at the micro-cap conference perhaps)
Yeh, that aspect is a little annoying but his videos could be of help to people new to charting.
Those who don't want to see his posts can put him on ignore.
Yes I am an Aussie
Hope you are right so I can tune in.
Hey don't worry about taking notes - just a few lines of your impressions on the forum would be cool.
Believe me I would love to get to some of those presentations or impromptu shareholder meetings to get a feel for what is really going on.
Sadly for various reasons including being located in Australia I have to watch / hear about all the fun you guys and gals are getting to have.
So just hoping you might be kind enough to share a few thoughts back here on ihub - for me and the other Solar 3D fans who reside outside the US.
Good for you, but ...........
We don't care that you are going.
We care that you tell us what you learned about Solar 3D after.
They got nothing...
Yep the larger solar companies like SUNE would of course be lower risk investments than Solar 3D - in general. They just can't offer the same upside; simply because we are small and therefore can grow.
Plus at our size we can "cherry pick" where we expand e.g. for the moment stick to the sunny states in the US where solar is a much easier sell.
Personally I don't give much attention to the comparisons of SLTD to the larger companies; to me there is just not much point : they are much larger with very different dynamics.
Even with the cell.
There are companies out there with potentially better cells than ours - but none that I can think of that would have a lower overall investment risk profile.
No Alex - there are plenty of companies that have as much upside potential. The likelihood of them realizing their potential is what brings us to the risk side of the matter.
The challenge is restricted to solar because that's one of the reasons I am here - and I guess a lot of us.
Challenge to the board:
A few days ago I thought some of you would have been asking the question "Oh my, why am I here invested in this company?".
So I asked myself this question; the answer to which leads to the challenge:
In terms of risk versus reward potential : name a better solar company to be invested in.
If you wouldn't mind - please keep the disguised expletives down to a minimum - I'm not personally offended but other readers may be.
Absolutely not...
These 'money men' are not impressed by science or reality or facts...
They want to hear "The Story" and see the beautiful, professional looking setting of power points. THIS is what they will get.
you are right - that's what these type of conferences are for.
The question that should be on everybody's lips is : why are we there ?
Well there we go - non-fluff news - not huge but decent.
And continues to mention the solar cell up front.
Recent SLTD timeline + developments (facts and speculation)
Mar 4:
Uplisting to Nasdaq (fact)
SPO of 3 million units at $4.15 (fact). Sole underwriter Cowen (fact).
JN is on Fox business, talks about ‘supercompetitor’ (fact). Video is posted at the bottom of solar3d.com main page
In a Bloomberg interview JN confirms new funds will be used for an acquisition of a company in CA or NV with 10-30 M 2014 revenues (fact)
Mar 6:
Company-issued PR confirms that all units are purchased and the company already has just under $12M in the bank (fact? )
SPO was conducted to meet the uplisting requirement. No immediate acquisition target just yet… (speculation based on the below statement from the company)
To meet the NASDAQ's shareholders' equity requirement, the Company completed a public offering of $12.5 million, led by Cowen and Company. The Company's management is confident that this uplisting and financing will allow Solar3D to reach a new level of competitive strength. By listing its shares on the NASDAQ, the Company is better positioned to attract institutional investors and analysts, as well as provide increased liquidity for its shareholders.
Mar 11:
Company confirms a $19.5-20.5M range for FY2014 (fact).
The company posted an investor presentation that doesn’t mention the cell (fact)
JN confirmed there will be a conference call sometime after ER is posted (fact)
JN wouldn’t have pre-announced revenues (thus, killing the suspense and potential run up into earnings) without an ‘ace up his sleeve’ to be used during the actual conference call, potentially, cell ( pure speculation)
March 16:
Solard 3D posted an article about solar in China on their Facebook page. Really odd- the company never posted anything besides links to corporate news / PR’s before (speculation)
Mar 17-Mar 31:
Expect 10k can be posted anytime, pre-market, trading hours, AH etc. (fact + speculation)
Mar 25:
Bear Creek Capital will hold an investor’s presentation for potential SLTD deep pockets in Florida. Upscale setting. (fact). JN will be there (speculation based on info from other forums). Couple of forum members will be there to check it out (fact).
https://www.eventbrite.com/e/bear-creek-capital-presents-solar3d-inc-sltd-registration-16047285864
The whole thing seems quite legit based on Bear Creek Capital reviews
May 27-28:
SLTD will be featured in a microcap conference in NY. (fact)
http://www.marcumllp.com/MicroCap/event-details
Every time JN is in NewYork something good happens (couple Bloomberg interviews, securities law firm signed, FoxBusiness appearance, uplisting etc.) (speculation)
Events we still expect to come later in the year: (speculation)
Projects in Nevada
One or two more acquisitions
Institutional buying
100% YoY growth ($40-45M range projection for 2015, current market cap is just over 50M)
Patent update
Cell news
Opinion: the company’s fundamentals are in a better shape than ever. Patience is likely to reward investors.
(edited post from alexbridges in order to sticky)
Interesting point of view that I mostly do not agree with.
I do agree there has not been proper guidance on what is happening with solar cell and of course there are reasons for the sell down but they may not reflect a loss of trust in management.
Management are not there to "manage their share price"; they are there to manage the company. Many share prices decline for all sorts of reasons without triggering buybacks - in my view a buyback at this point would make no sense.
Just who are your calling an idiot ?
None of us shareholders actually know why JN did what he did - so to call his actions "rookie mistakes" is offensive. To err is human and there aren't many chances in a career you get to take a company from the OTC to the Nasdaq - so we can't expect perfection.
And I would be extremely surprised if any of the cash is used to buy shares - unless perhaps the Nasdaq listing becomes in jeopardy.
Of course "fluff PR's" are unlikely to influence the share performance too much - but a reasonable earnings report will.
Hmmm - new PR ; of the fluff comments on variety.
BUT does mention the solar cell right up front so Yay for that !
Too right Melanie - and good on ya for standing your ground !
For better or worse you must own your own decisions to invest or not.
Very interesting.
Question is : why are they rounding up investors ?
and what is their relationship (if any) to SLTD ?
OK so maybe the underwriter has offloaded already (not a detail I checked) - but the insider buys could have been intended for a boost if needed.
Agree, confidence is likely to improve with time. The insider buys are another tick - one that just might put some more new investors over the line.
I am moderately happy as well, SLTD continues to "de-risk" and there are many positive factors for the company.
Interesting.
Obviously collusive buying.
Possibly part of the up-listing deal to make things a little easier for the underwriter to off-load.
Possibly to help keep up the share price, keep confidence up.
Just possibly a sign of something good to come.