InvestorsHub Logo
Followers 250
Posts 14020
Boards Moderated 3
Alias Born 07/07/2006

Re: BooDog post# 244

Tuesday, 09/18/2012 2:09:55 PM

Tuesday, September 18, 2012 2:09:55 PM

Post# of 1325
Most recent sept 14th '12 DD summary:

DD summary for SCON superconducting wire



Highly scaleable superconducting wire company. Expected to really kick off late 2012 and 2013
All about low cost, high margin superconducting wire


Very very interesting valuation here under .70 (currently .56 even)

SOUND !! from september presentation ( very much worth listening to it the 24 minutes)
.wmv download here: http://ge.tt/52PGCvN/v/0 or Alternative location http://www.sendspace.com/file/xlkdss

No debt and ramping up to commercial production in 2013.
Final industry verification with demonstration project with big cable company late 2012.
After that off to their first commercial deals.


September presentation slides below.
And below that the comments from august conference call












































Earlier comments from Augusts 2012 conference cal
(do note the comment: "10-11mln equipment investment for a 70mln revenue potential. ")





This is a summary of SCON's august conference call update:

CC comments: "New industry standard ... "

-1500km projected 70 million revenue (in Q&A)

-Heating element not adequate -up to specifications , but needs modifaction - Currently being modified.

Will not hamper the 100 meter production thats needed for the test project end of year to which scon had commited the cable supply.
Due to plenty template material , heat element does need to be modified prior to 1 km lenght production.

Sufficient wire template available to fullfill commitments (!)

-Rce (Mobile technology) Royalty based deal...thats news as well!!!
(as i had pointed out before.. most likely business deal was royalty based).. GOOD NEWS imo.

No need for investment and risk capital AND bigshots from mobile technology running wiht it now - high chances of finally see it used in the commercial market by Resonance.

-SCON intends to leverage its other intellectual property as well without capital investments.
To me that reads as try to sell or license their IP.

-in Q&A Potential to capitalize on technology: Answer

"Cryo-cooler technology , extremely high reliability , nr 1 signature of their approach.. continues to be a problem in industry in general, notoriously unreliable, ...they have interest from various directions to apply that technology in different places that could take advantage of the reliability)"

"... We expect to have a technology that can allready be applied in different applications..., can take months of efforts and invesment to get commercial products from it"
Scon than mentions they intend to see an industry partner who wants their design and is willing to invest into it, Possible and to be determinded AFTER that if they want to produce final item themselves or only license it.


-in Q&A Demonstration project: After validation of the demonstration project they expect their cable to perform better than any cable on the market/.... (in the Q&A)

During the demonstration project the big wire producer will certify the cable.

Produced within 90 days of delivery by scon.

-1500km projected 70 million revenue (in Q&A)

They have capacity on templates for 1500km, but only one RCD machine capable of 750km wire.
750km wire full production projected late 2013

-And the best: For expanding after 1 km production is proven:

10-11mln equipment investment for a 70mln revenue potential.

Industry 200amp/cm.width per meter some 200-250$ per KiloAmp meter

SCON wire will be some 500Amp/cm.with with projected sale revenue

To follow my postings on ihub use this link : Ihub person mark
Feedback is allways appreciated, as are other (annotated) picks

Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent CLRD News