Natcore Technology Inc (NTCXF)

[JTlive]

You're correct as it's all about the technology and cost. Natcore would license this out to a big player or sell this piece outright if approvals and patent's is attained. In the meantime Natcore needs to get their Black Silicon approved for solar panels and get some revenue generated fast. They will also need to partner with a much larger Chinese solar player than the one they are currently working with. They say in a press release that they do around $160 million plus annually. They need to partner with a JA or Trina (Someone who does a billion or more) if they want to gain some traction. Keep in mind that these solar module manufacturers will want exclusive rights for certain geography's if they pay a licensing fee for the technology. NTCEF needs to go with a big player in order to generate enough revenue in the key market of China which is still where the majority of the manufacturing is. If they were smart they would sign an exclusive deal with FSLR as that would make sense for a variety of reasons. 1. Patents would hold as they are a US company and Chinese companies don't usually play by the rules and FSLR would most likely buy Natcore if all went well.