InvestorsHub Logo
Followers 11
Posts 687
Boards Moderated 0
Alias Born 02/09/2010

Re: None

Saturday, 02/06/2016 4:17:39 PM

Saturday, February 06, 2016 4:17:39 PM

Post# of 7602
Nick Hodge Interview; click the link below for full interview this is a year old:

https://www.streetwisereports.com/pub/na/want-to-avoid-oils-gloom-turn-to-the-sun-says-outsider-nick-hodge

Want to Avoid Oil's Gloom? Turn to the Sun, Says Outsider Nick Hodge

Source: Kevin Michael Grace of The Energy Report (1/21/15)

While some celebrated shale oil as a "boom," Nick Hodge derided it as a "Ponzi scheme." Today the shale sector quivers before the specter of falling oil prices, and the oil majors that have invested heavily in shale may be humbled. In this interview with The Energy Report, the founder of the Outsider Club and investment director of Early Advantage argues that nuclear energy is about to reassert itself, and that solar power is on the verge of becoming a major energy source. He also highlights one uranium and four solar companies with especially bright futures.

The Energy Report: You call yourself an "outsider," and have founded an investment club of that name. In what sense are you an outsider?

Nick Hodge: Being an outsider stems from my upbringing. Both my parents were middle to lower middle class, and I never had anything given to me. I've always had to work for what I have, starting with a lawn-service business when I was 12 and working my way through college as a butcher. I look at the "mainstream" with a skeptical eye. I'm a contrarian. I'm not on the inside of big business, big banking and politics, and don't want to be.

The Outsider Club has been around for about a year now. I founded it after writing for several newsletters over the past decade about energy and speculative investments.
.................................
.................................
NH: Natcore Technology (NXT:TSX.V). We were just talking about furnaces. Natcore, through a process licensed from the National Renewable Energy Laboratory, can help eliminate some costly steps in cell manufacturing. Instead of baking cells at high temperatures with dangerous chemicals like silane gas, they can be etched and coated in an aqueous solution—basically a water bath containing nanoparticles.

"The oil sands are potentially in even more trouble than shale. . .Only the companies with economies of scale, best practices and lowest production costs are going to make it."

Natcore's technology also uses a laser to dope the cells to a hundredth of a micron, reducing cost, reducing the time to make the cells, and, ultimately, increasing efficiency. The company's model is to license this process to any solar cell manufacturer. It has been in discussions with Costa Rica, which would prefer to make its own cells and not be dependent on the Chinese. Natcore would not only license its technology, but would also act as consultant to customers building their own fabrication facilities.

TER: Natcore also has a small market cap, less than $20M.