Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I am curious about the Korean company - do you have a name ?
From memory Dr Son of Solar3d was formerly a Korean solar scientist/academic.
Dude - usually there is no way of knowing why this happens. All locked up in the minds of the investors/traders who are selling.
Some may have perceived the "good new" as not being good enough - so they withdraw and invest elsewhere. Some are running their charting software and don't like what they see - therefore they sell.
Those of us who are interested in whether or not the solar cell makes it to market - continue to hold.
Hi there,
Good to have someone with accounting skills on board.
Also (finally) nice to see a non-short term poster who like me isn't particularly interest in daily share price gyrations or mad schemes to attract more interest to the company.
Keeping it simple - if the company does well the investor interest will be sparked and along with that an improving share price will follow.
Welcome.!
Welcome to the board.
Don't be too concerned about lengthy posts - we like informative posts.
Thanks for your perspective on the company.
hasn't been mentioned but we are; well speaking for myself
A few notes for those who are nervous or having a panic attack:
- the point where you worry is when you are 90% down (on a penny stock)
- JN has promised good earnings from SUNWorks; should these fail to materialize there will no doubt be a bloodbath; I have set my expectation that he will deliver
- My guess is there should be news on the cell efficiency fairly soon
- Also we have an established high level timetable for this year that suggests things will be most interesting in the second half
- In terms of risk versus potential reward I can't see the point in selling now but I know this depends on circumstances
Also there are too many posts about other posters; please refrain from this type of post. Either click over (ignore) or offer reasonable counter arguments if you disagree. Play the ball - not the man or woman !
I am supremely careful. Generally, I delete the least number of posts possible.
Yes there is a connection with caring about the earth and responding to climate change.
Of course, Solar3d and solar technology are about many different things to different people.
I'm not biased. Was just bad luck yours were the first ones I came across & I did not really understand what the post was about. Yours were not the only posts deleted.
I know a great about "first people" in Australia - however this completely irrelevant to SLTD.
Move On.
yeh but I am from Australia - where our take on American culture comes from the movies. i.e. Cowboys and Indians...
Dude - stay on topic... - yes was me !!
and the correct procedure is to apply for a review of your deletion...
Deletion had nothing to do with the Indian language used - just thought it was part of that childish "troll" fracas you were participating in yesterday.
and just how do you plan on that happening ????
Well I am happy to call that rambling; but nonetheless interesting rambling;
Say you consider "fair value" for SLTD to be .10 to .12 at this point in time.
At what would you want to buy ? Answer: when you are getting $1 for your 50c --- so around 0.5 to 0.6 is not too bad.
Picking bottoms is hard for me too (maybe some chartists can pull this sort of trick off). However, if you can get your average to around 50c on the $1 then - you have a good chance to make money on the next news driven pop (sell down and keep "free" shares is something I like to try).
hmmm had to sleep on that one to dream up an answer...
first a few comments on the first part:
- you have progressive neighbors; mine are totally lame and I am the only one with solar
- my assessment when getting solar was that you wanted payback of < 10 years
- the actual economics are a bit hard to figure; a lot of people forget to figure in they will probably have to replace their inverter (central types) within the lifetime of the panels & will micro-inverter really last > 20 years?
- here in Australia solar leasing is not common so I am unfamiliar how that works in detail
now on to your question:
lets assume SLTD does come up with a "game changer" solar cell;
I think the ideal way to go would be the "floppy disk" selling strategy - remember those hard ones... the guy who invented them got a small amount (trivial) per unit sold and consequently made heaps
so re-working for SLTD:
- JN licenses out the solar cell to all comers on a small charge per cell basis
- perhaps the first comer gets an exclusive period
- the cell then propagates through the industry and heaps are sold
- us shareholders sit back and count the money rolling in
Dude - we don't have a problem if you want to call yourself a sucker. Expressing negative opinions on SLTD is also fine - just avoid "bashing" other posters.
We just want to try and maintain a friendly discussion.
Yes - that makes sense. Thanks.
I know I have asked before but:
I find 122 shareholders only to be amazing !!
Are you sure this number is the definitive answer ?
feel free to butt in...
Yep think you are right on the 50K prototype run - but there still has to be a deal done to fund this. Also if the licensing model is followed presumably JN won't have much of a say in the actual panel prices... (hence a factor outside of his control).
It's possible a buyer might pay a premium for a panel that is, say, 250 watts one but happens to be half the size and weight of a standard 250 watt panel - purely as a theoretical example.
yes that's the mission statement (I could say that not all organizations actually operate in accordance with their mission statement...) and let's hope SLTD can deliver on the mission.
Yes - solar is an existing market but no, not 'everyone else is waiting for new "affordable state of the art systems"' - the solar market if growing.
Yes I know the "skimming the market" pricing model is often used that way. JN still has to do some deals for manufacturing - and until we see the details we don't know how that part of the process will be funded.
I reckon its too early to call what marketing/pricing strategy JN will go with, in part it could depend on factors outside of JN's control.
All theoretical at this stage - but interesting to see how things pan out.
Clearly, the answer is yes.
Of course there are ridiculous posts of the type you indicated - both positive and negative - I simply choose to ignore "this stock is going to the moon" or "this stock is a POS" posts.
Well we will just have to agree to disagree on this one.
Of course I agree better panels at cheaper prices is the goal - just saying that its not the only potential outcome. A clearly superior product is often introduced at a premium price - which early adopters are often happy to pay.
There is also the possibility he can beat the competition by having a significantly better panel and charging a (probably) smallish premium....
Yup , we think / hope they will be cheaper... (but don't know)
I'm not freaking out either; still got all my shares and if anything am looking for an opportunity to buy more.
Looking forward to Jimbo's progress announcements through the year!
Someone once said "never explain" but he was probably a rich ass-hole whereas I am a poor ass-hole...
so:
- as much as I want to be in tune with your "sneaking suspicion" the practical reality is that further delays are more likely
(psychologists say humane nature is to be over-optimistic)
- commercialized 3d cells are needed before there can be 3d panels so we are a few high level steps away from being to be able to talk about installing panels
- SUNWorks customers are generally unlikely to know of SLTD anyway
- there are probably more pertinent reasons for the lack of information e.g. non-disclosure agreements with third parties that JN is negotiating with would be a likely one (though this too is theoretical)
- how do we know 3d panels will be cheaper anyway ? (again we hope they are - but for now this is theorized optimism)
Yes - that part I agree with - there are reasons for not disclosing too many details (unfortunately even the reasons themselves aren't being disclosed).
Therefore we can but theorize what those reasons may be...
sorry but useless comments are allowed...
(as long as you are nice about them and they are related to SLTD)
Personally - I think this theory is ridiculous...
Any experts on solar mounting here ?
What brand does SUNWorks use ?
What brands are good and what ones are bad ?
First you are in love, then you are crazy...
You and I both know there is probably a considerably better than even chance of cell commercialization now.
And there is the fallback of SUNWorks earnings - should things go slightly sour.
SLTD: way better odds than winning at the casino; place your bets and ladies and gentleman...
I'm in TRTC too....
However please refrain from mentioning other stocks too much - please ! (Unless there is a link to SLTD - of course).
Well I will just counter your Panasonic "bad boy fantasy" with these bad boys:
http://www.ecospheretech.com/environmental-engineering-technologies/powercube
dream on; with SLTD cells in those panels.
Agreed, Panasonic is a fantasy in my opinion....
I too like the the steps and the timetable.
Step 2 is where I believe the highest risk to investors is. Based on previous work it is reasonable to expect Step 1 is achievable and a high efficiency cell will be delivered. The other half of the battle is producing cells economically in order to be able to make panels in a fiercely competitive environment.
There is heaps of competition out there - anyone with a spare $100 million or so can build a solar panel factory. That's why there are so many of them! Also once you acquire solar cells making panels is relatively easy (youtube has heaps of videos showing how to DIY solar panels). The challenge is to make good panels cheaper.
Crystal Solar - is in my view - a company that SLTD should at least have a discussion with; given they appear close to being able to manufacture significantly lower cost solar cells.
http://www.xtalsolar.com/index.html
Some good points there; the lack of detail re solar cell developments is most annoying.
There are plenty of solar cell manufacturer's out there and heaps of panel makers : i.e. we won't need whole new factories; simpler and quicker to modify someone's existing production lines.
Distribution system - don't see this as too much of a problem just yet - focus needs to stay on the cell and then on panel production.
I agree that at the moment another installer acquisition would be an unnecessary distraction.
Mmm but they have not yet got their panels certified for sale in a lot of markets e.g. the US, Australia. Expected soonish.
They buy some cells made in China and some made in Taiwan - so therefore I see no reason why the could not eventually buy SLTD cells wherever they happen to get made.
Agreed : though my thought's would be more along the lines of a merger.
Can I ask your reasoning behind making a connection between Solar3d and Qsolar ?
Hmmm,
Another bit of tech SLTD could do with is storage batteries.
Have you got more info / link to that Hybrid battery ?
(google let me down.)
Yes, you are right on:
- positive and negative posts are allowed (regardless of whether other posters happen to agree)
- personal attacks or posts about other posters or people in general unrelated to SLTD are not wanted and (hopefully) will be deleted
- info + discussions get repeated for various reasons but that's OK
- a few friendly off topic posts are not much of a problem (but contentious subjects should be avoided)
The part of the last PR that caught my attention was:
"Believe it or not, we are on track...". Lets hope that's so - would be better if us shareholders had a lot more inkling of exactly what track we are on though.
I often think about this possibility myself !!
Problem is I don't have the detailed technical knowledge to have much of idea about which ones might work together.
1. A very interesting scenario - but also very speculative.
2. Panasonic would indeed give huge credibility; but probably won't make a move until there is third party validation (unless they already have an "in" we don't know about).
3. Seems unlikely to me (at this stage) that a top tier panel maker would be willing to take a chance on STLD; there are so many solar manufacturer's out there that I would consider most likely one of the second tier companies is most likely to be "desperate" to get an edge in the market.
No this is for the guessing competition. See earlier.
26.5% solar cell efficiency!