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Re: None

Wednesday, 05/24/2017 4:29:44 PM

Wednesday, May 24, 2017 4:29:44 PM

Post# of 63558
So many things wrong here. First, one can't rely on third party information from investor conference one wasn't at, sorry charlie talk about hearsay.

One can't make the assumption that the investor was in fact accurately portraying the information provided. It's like me saying, I found a private website and some guy said he was at the investor presentation and Musk said something to him in private.... Anyone making investments based of information like that should stick to ETFs.

Next, the company has official PR, "press releases" and information made public via its own communication channels. This is what's to be relied upon and nothing else. Relying on other information not provided, but you making the connections is called "speculation". If one has logical arguments about the timing of these PR's and news, that's fun speculation but only that.

Anything relayed in private, communicated to others in private isn't for public consumption, and again simply cannot be relied upon to have any accuracy whatsoever. Who knows who these people really are. Who knows what they wanted you and/or others to think- even in private. Was this persons intentions to dupe the others in the private conversation? So you are basing your entire argument on information that was never meant for you, or public consumption. You should just stop there but you continue so I will as well. Nothing in the provided "private" details has any shred of proof, that any of it actually happened. I could have written that myself. I didn't, but I could have. It also SPECIFICALLY disclaimed it "was not exactly what was said"!! So even the author, if we are to believe them, was telling us their own feelings and not accurately reporting what was said.

Onto the quotes below, the company clearly stated in those quotes that the "Focus" (Key word- remember that- maybe look it up even?) The FOCUS of the company was no longer the cell, did they say the cell was no longer the focus in 2013, no, not until later, however the scripted PR's suggest the move of focus away from the cell a very long time ago. Sure it was still there, on paper, and still people (including the Ex-CEO) were excited about it, although you can clearly see as an investor where the development stopped via the released documentation in the SEC filings. Why do you think they stopped development? Was it a mistake to do so? Should they have continued development? Do you think investors would have rather them continued? And if so to what extent? To what end should the company have pursued the cell? Should they have modified the patent further to attempt to get it granted? Should they have gone to manufacturing without a patent? Should they have used some of the proceeds of the Cowen capital raise to produce a prototype or begin manufacturing?

Keep in mind they needed a manufacturing partner, as they planned all along to license the tech, not manufacture it themselves. They had a patent pending. The company stated they continued to look for people and companies to manufacture it as licensing partners. They didn't say how many, who, to what degree it was or wasn't feasible. They simply stated what the FOCUS "WAS" as time went on. (Integration, installation, expansion, revenue growth etc.)

The lack of any mention of the words "Manufacturing partners", "Licensing", or "cell" anywhere near the word "FOCUS" cannot be found... hmmm I wonder why that is? Could it simply be the cell was no longer the FOCUS OF THE COMPANY?

2011-2013, the cell was the focus. However in late 2013, the company announced the beginning of the move to installation.

http://www.marketwired.com/press-release/solar3d-to-pursue-growth-through-acquisition-otcqb-sltd-1824584.htm

Since then the quotes below show a decrease in "implicit focus" on the cell, while speaking to an "explicit focus" on integration.

Kind of like how TSLA just bought Solar City... The reasons on the books were muti-fold, yet people speculate it was simply to help Elon financially... and now Solar City is even less residential which adds to the speculation.

I get it. It's super, crystal clear that certain investors feel that the company wasn't clear enough in timing or scope as to when they transitioned from developing the cell, to focusing on integration. They think either on purpose or by dumb luck, they misled enough people to get funding for the integration side of the company via Cowen's capital raise.

However "good" the move may have been, clearly these investors feel some sort of scorn. To what end? Would they like a public apology from the company, or the former CEO? Would you like them to zero out all of our shares, give the money back to Cowen and negate the deal entirely? De-list Sunworks, decoupling Elite and MDE?

What would be the point? The CEO resigned... isn't that enough? The stock price suffered since the hay-days of up-listing. The CEO blew it on several occasions, and yet these investors scorn continue to push for more admissions that he blew it on several other, even older fronts...

The bear arguments here have gone far beyond simple anger towards management, for mismanagement.... the lengths at which the bears are going now, by somehow coming into possession of private conversations of third parties, not only adds nothing to an already stretched beyond recognition argument, but goes well into pure unadulterated speculation.

Investors are here no more because of the cell. If they are, they are severely misguided.

The company is moving forward. I suggest anyone worrying about moldy oldie arguments about timing and clarity and justifications for PR and stock grants and conversion prices from mergers that took place years ago that are just getting older as time passes are so absurd and self absorbed they borderline trolling.

I'm happy with most decisions the company has made to date. The cell is still there should manufacturing become an option in the future. The Chinese patent? Worthless right? Just like all the Trump brand patents recently granted? Just like the expired patent Fidget spinners now all the craze... making someone rich.

Forget about the cell- it's over and done, and yes they still own the Chinese patent...just in case...someday.. the long odds pan out. Just like the long odds on some Solar Panel tech company turning into a tens of millions per quarter sales and revenue integration company, you never know what will happen next.

I'm sure the haters will continue to speculate- I don't care- I just think it's waste of life and energy. Clearly there's people willing to speculate on the bull side still here. Maybe this is all necessary to make a market. Market Makers never got involved in message boards ever right? Neither have any trading and/or hedge funds right? Nobody is here to make money on the bear side... ever. Bears are always just here for the common good. Right?

Long SUNW



All of those quotes are "status quo maintained" statements.

The communications from the company during the time you are referencing time was that nothing has changed. They never actually retracted any of their older statements about their progress or about the viability of the cell. Nothing stated by the company in the meantime would cause someone who analyzed - and believed - their statements about their cell to believe it was no longer worth pursuing.

The first time the company walked back old statements was in a private conversation with an investor who shared his comments here a few weeks ago - assuming that he was accurate in relaying his account of the conversation he had with Nelson.

Details like this matter. If you took every statement the company made at it's word the timeline is more like this:

2011-2014: Cell in development, it's great, our "tests" show it is very efficient and cheap to manufacture. Could upend the entire economics of energy.

Early 2015: Major Capital Raise, which includes the cell on the prospectus.

2015-2016: We aren't focusing on developing it anymore, just need to find someone to make it. <---- This is what you are pointing out.

2017: It's dead.

At no point did they give any indication that whatever delays they had gaining a manufacturing partner had anything to do with previous reported information being untrue (especially about manufacturing costs). In fact the company touted the low manufacturing costs of the cell time and time again.

What nobody can answer is why did they not take an intermediate step and get crucial data from producing a prototype panel? Probably because they knew it was dead years ago, nothing else makes sense. If you think you have some incredible breakthrough worth billions you don't just abandon it without spending some petty cash to find out if it actually works or not.

They spent more on stock promotion than it would have cost to make a test panel, which tells you all you need to know about what this cell was ever about.



Only invest what you want to lose.