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OK - 26.5 for me !!
Seriously guys:
(1) The scam speculation can reasonably (and only) be settled by either visiting the lab or paying someone to do so for you.
(2) Unless you have your life savings riding on SLTD - why worry that much ?
(3) The only new (i.e. recent) event of interest is selling by the CEO. Agree this can be a worrying sign. My guess is Jim simply needs funds to live off - after some years of relatively frugal living trying to make a go of SLTD.
(4) I would not touch HYSR either - but that's another matter!
(5) Any "connections" you see are pretty vague, probably ancient history and there is no reason to think they matter anyway!
Yes , if I had to speculate I would guess we will have news on the solar cell before too long.
Why? - because the first 2 prototypes didn't seem to take that long to test and since this is the 3rd go the process should be quite well defined.
Insufficient evidence to make a determination.
Links to "scams" are possibly related to SLTD formation via buying a "shelf" company that used to be a scam.
Has to be highly improbable SUNWorks is a scam.
Surely the more realistic risk is that the solar cell turns out be noncommercial.
Sorry to sound like a moderator but please keep down the number of off topic posts. A few fun ones are OK but try not to post about other posters.
Cheers.
Not wanting too many off topic posts here but :
That's kind off funny the guy is from Westinghouse - because there is another company on the OTC (just moved here) CBD Energy who bought the right to use the Westinghouse brand for solar.
Yes, you heard this right: Westinghouse Solar is a possibility!!
Well I have a portfolio of interesting OTC stocks - trawled through countless scam stocks to find them. Kind of like a venture capital fund - i.e. you only need one to do really really well to succeed.
SLTD is the stock that got me here (to the OTC) and is certainly one of the best I have seen from many perspectives.
Most of the time yes !!
So lets get back to talking about our reason for being here:
Solar3D.
Be NICE peoples - and keep your posts about SLTD !!
Sorry - but the "rules" are really a bit more flexible than indicated.
"Nonsense posts" about shares purchased (as long as they are of SLTD) technically fit within the rules - IMO. So do ones about the price of the stock at the moment.
The main board rule is : Be NICE !!!
ahhh the last of the big hinters......
"something" is not very informative. One guess could be:
"test phase completed - optimizing cell" or similar.
Fair enough, and I understand to a degree your red flag hunt - initially I was concerned Solar3D could be a scam (a concern that is the same for many other OTC stocks) but now that there is an income producing side to the company that no longer applies.
I agree that as the company moves forward better reporting is much more likely. This will be one of the things required to attract more "serious" investors.
Great Summation.
Personally I think you are over-analyzing the available information - in the sense that the Solar3D releases are not always completely informative (I am used to companies providing more - to be listed in Australia they are required to do so).
Others hint that they "know more" - but all I conclude from the press releases is that things are looking good for 2014; for both sides of the business.
Actually the sticky post doesn't say another acquisition in 2014 is unlikely : it says one before cell commercialization is unlikely.
This makes strong business sense for various reasons including avoiding dilution of existing shareholders.
Of course if a spectacular deal comes along than all bets are off...
yes - but which one is likely to make you the most $$$$$ ?
Nope, I think my/our Canadian friend swiamca has been doing most of the work on the intro.
It is looking pretty good now - probably can take down the "under construction". I think it is good to emphasize what makes SLTD different and interesting - the patents, the management, the solar cell and the revenue stream.
Would like to suggest some changes to your Sticky note: we want the board to appear friendly + helpful to newcomers, a place where questions can be asked and answered with a polite response.
Great : Please don't make the intro too long !
Also there is no need to repeat great wads of info that's already on the SLTD web site.
My overall sense of the news is as follows:
- this is a good progress announcement; plus it is nice to hear from the technical side of SLTD
- most of the commentary has already been said in one way or another
- yes setbacks are still possible; perhaps even likely
- technical setbacks as mentioned already
- business setbacks such as unsuccessful negotiations with the "lab to fab" companies
Good to know there is sunshine at the end of the tunnel.
Hi There,
Yes I agree with your point of view.
The board should be restricted to posts about SLTD and the stock.
But it is reasonable to allow some leeway to allow conversations to flow, friendly banter etc.
Also it is difficult for a moderator to determine what is "a pump and dump post" and therefore in my view these posts should not be removed. Posts may express opinions that are different to your own - and in general these should be welcomed - not frowned upon.
Off topic posts about politics/religion etc, anythings that's offensive or a post that resorts to name-calling may be removed.
I am aware of the "cheap labor" arguments.
The question is really to what extent will these arguments apply to manufacturing of solar panels using SLTD's cells?
Manufacturing will in the future (perhaps already in the case of solar panels) be almost fully automated. The availability of "cheap labor" then becomes less of an issue in determining where to locate a plant.
Interesting Post:
My question would be: who is gonna catch up ?
( I have looked long and hard and can't see anything that is close to SLTD's commercialization prospects )
I think panels could (probably) be made in the USA (and from memory that was SLTD's earlier intention) - guess it is just a matter of where the company is that is prepared to take on the "lab to fab" development risks.
Technology developments are often slow and SLTD has certainly tested shareholder patience but if they deliver in 2014 there won't be much to disagree with!
Hi there,
I used to have some SMAK shares and now they have changed to SMAKE and seem to have no price in my broking account.
Can someone please help an Aussie by explaining why this is so ??
Thanks.
Time for a whimsical post ...
(Oh and re Koch Industries - personally I hope the answer is never and those guys just fade into bankruptcy.)
I see we are all thinking about where the share price is going and how much money we might all make - understandable and as shareholders nothing wrong with that. After all we were the ones brave enough to buy the stock when the Solar3D venture was just a dream.
Me, I am happy to be part of the new, expanded scope company. Why?
Because SUNworks is out there doing something that brings immediate benefits. Thinking about those panels going up on the roof just makes me feel good.
And you know what? The dream is still there too in the form of that prototype solar cell.
No offense taken - I laughed at your throat jumping effort!
Great - yes please private your email if you can.
In answer to your other questions:
Nope, did not attempt to verify the lab myself - way too much trouble for me to hop on an international flight...
Also I actually accept there is a lab: its only logical that SUNworks must have seen something fairly good for their deal to have gone through.
hahahhahahha.... I am closest to an engineer and certainly not a bean counter...
At the moment I am in the process of trying to get my own solar import business going & yes would love that to include SLTD panels!
Yes tis my DD; but most was written before the news of the acquisition ...
Also I was trying to be "realistic" and not over-hype ...
and you have to remember there are some well run scams down here on the OTC boards.
Apologies - but I am confused as to what link you refer to?
OK : that's good - so provide some details on how you verified the SLTD lab?
(I live in Australia - so a bit hard for me you see...)
DD Sticky Post: High Level Investment Assessment Solar3D (SLTD)
High Level Investment Assessment of Solar3D (SLTD)
Introduction.
Saturday morning Australian time – Ist February 2014 – I read what can only be described as a beautiful and well written press release announcing the closing of the acquisition of SUNworks. Shareholders are therefore now the proud owners of a solar installation company operating in a high growth region of a high growth market.
Towards the very bottom of the PR we read of the “big prize” that is the new 3D solar cell currently said to be in its 3rd prototype iteration. The following assessment notes are made bearing that very much in mind.
Investment Assessment
Pros:
Mr Nelson presents extremely well. Simply a guess – but seems he is genuinely passionate about bringing the 3D solar cell to market with only a small amount of capital and not much in the way of grants from the government.
There is a Korean academic (Dr Son) who checks out as a solar researcher. Verified he has published papers at a Korean university.
Patent protection that will apply from the date of being published (August 29 2013) should patents be granted . Verified on World Intellectual Property Organization (WIPO) website.
Recent market activity suggests “someone” is buying in. Of course the reason(s) for this is unknown and could be just a pumper and dumper loading up.
Claimed solar efficiency gain is significant and would be a game-changer providing manufacturing costs are low.
Low share price (and market cap) enabling investors to “get in” and make money should things go well. NB – this comment was made before the announced acquisition.
CEO Restricted Stock Grant Agreement is linked to significant performance hurdles.
Third prototype is claimed as being worked on – suggests SLTD may not be too far from production. SLTD in discussions with two organizations who can assist with commercialization.
“Effective on January 31, 2104, Solar3D, Inc., a Delaware corporation ("S3D" or the "Company"), borrowed $1,250,000 from two accredited investors ("Investors") in order to finance the Company's acquisition of Solar United Networks, Inc., a California corporation ("SUN"). The loan is evidenced by two promissory notes bearing simple interest at the rate of 10% per annum, payable in full on or before October 31, 2014 unless the maturity date is extended in the sole discretion of the Investors until January 31, 2015, and convertible into shares of the Company's common stock at a rate equal to the lesser of $0.05 per share or 50% of the lowest trade price recorded on any trade date after January 31, 2014 prior to the conversion of the promissory notes.”
Cons:
Unable to physically verify existence of laboratory where Dr Son works on the solar cell. An ihubber who lives near the company location was considering a lab visit. Other unverifiable reports of offers to demonstrate a version of the new cell.
Claimed solar cell efficiency is just in the grey area between a 'believable' improvement and 'way too good to be true'. No third party validation as yet.
Low budget operation compared to some other venture capital (VC) funded firms. Note: often no way for small investors to “get in” to VC funded firms.
Other companies that appear on moneytv.net appear – well, somewhat questionable...
Progress has been fairly slow and the company announcements are often very general in nature. A definitive roadmap consisting of milestones and time-lines is not available.
SLTD “is seeking to enter additional segments of the solar industry through acquisition.” and “Solar3D has management strength and access to capital resources that may allow us to build our solar business along multiple paths.” Again general statements and also suggests shareholders could potentially be exposed to dilution.
Overall
My general feeling is that SLTD is the “real deal” in the sense that they have a potentially game-change solar cell development. There, however, remain concerns about if and when this development can ultimately be successfully commercialized. Clearly SLTD is a high risk/high reward speculative investment though risk levels have recently reduced due to the SUNworks acquisition.
My forward working assumptions would be:
- commercialization of the solar cell is likely to be announced in 2014
- further acquisitions until then are unlikely allowing for the SUNworks acquisition to bed down and management to focus on the “big prize”
- a takeover must be considered a possibility; strong expectation that management would handle this well in the interests of shareholders.
Wow - I am amazed at the low number of shareholders my Canadian friend!
I have owned some very dodgy companies on the Australian stock exchange and typically they might have around 1000 shareholders - noting that the US population is perhaps 10 times that of Australia as well...
I think you'd better of putting the $500 into SLTD at just about any price...
Yes - I suspect Jim wasn't used to managing tech start-ups and therefore tended to underestimate how long things take. However, a third prototype has to be close to right (well you would think that at least) - at this stage I am mostly hoping it doesn't have a high cost of manufacture that might price it out of the market.
Jim has a lot of skin in the game too - lets hope he too is trying to be realistic!.
Well no I do not agree even though I am usually conservative with these things.
I think commercialization will be this year as indicated by JN and also by the talk of discussions with 2 organizations. The acquisition is now about as close to a "done deal" as you get - that should help those with so much impatience for the solar cell- well worth waiting for in my opinion.
Interesting thought - I agree he was looking really confident but I doubt a blockbuster announcement is likely. Be nice to know who he was in discussions with though.
Also, you really need to reveal your valuation math fully; ,my view remains that a valuation is difficult without knowing the full detail of the acquisition (which is sort of acknowledged with the big range given).
Yes we can put DD in highlights - and will make an effort to do so.
If someone has some put together already let us know - just to make the job a bit easier.
Also everybody please read the reminder:
"Please keep your post about the stock and company.". Note that it is OK for posters to express different opinions about the company that may differ to your own. Of course, it is preferable such opinions are backed by facts or reasonable arguments.
My own view SLTD is good speculative "bet", a sensible estimated share price valuation of the company is not really possible, even of the SUNWorks business because the full terms of the acquisition are not known. Also there is some risk, however small, that the acquisition may not proceed. Even once the acquisition completes it will take some time to establish a record of earnings.
Because I was initially attracted here by the solar cell (which appears closer to fruition) I will continue to hold and enjoy the party.
Well pleasing to see some new members on the board and the return of some old-timers (who can help answer the new guys questions). I noticed on the yahoo forum we were portrayed as having informed people and quality posts. Keep up the good work peoples.
To the guys looking into the VC company: please don't be shy in sharing your research findings.
I know some of you are enthusiastic & excited but it would be nice if we could refrain a little from the "pump and dump" type postings e.g. "this stock is a pile of ..." or "this stock is on a rocket to the moon". With SLTD indicating good progress and the increase in popularity I have noticed that its now hard to find time to read all the posts - whereas before that was easy.
Agreed - though I don't think I would classify the SUNworks dudes as stooges. After all, like us they must be Solar3D believers as well...
Mr Nelson looks really confident & convincing in the latest video, considerable uptick in board discussions, not bad for a "boring stock". Actually, at the moment I find SLTD my most interesting holding. Looks like we will soon be part owners of a profitable business - something of a rarity (as I understand things) in OTC penny stocks.
No significant changes planned at SUNworks - this is good - Mr Nelson won't be too distracted from solar commercialization.
- Interesting comments - my Aussie take on the them and the PR:
- one could speculate that JN perhaps had limited experience with managing tech start-ups in his pre-SLTD career thus leading to his underestimations : doesn't mean he is a bad manager - just he didn't know what he didn't know...
- am curious about the "staying away from china" comment ?
- yes I too hope SLTD stays a little under the radar just so the board doesn't fill up with spurious comments on daily share price gyrations
- last PR was very nicely timed by JN; without saying anything much new he gives it away that the SUNWOrks takeover is close to certain to happen (speculators would have bought SLTD in anticipation anyway but the PR was a massive boost to confidence)
- personally can't recall "in discussion with two organisations" being mentioned before but the (probably intended) underlying assumption would be that there must therefore be something to discuss...
- would love to see SLTD cells turned into panels in Australia but this is rampant wishful thinking!!
OK my 3 cents worth:
my assessment is much the same my Canadian friend!
- Bloo at least validates that there is some merit to the 3D solar cell concept
- SLTD is considerably further ahead (I think)
- potetially Bloo just aims to milk the VC funds dry for as long as they can get away with that...
- Bloo seems to require/want to do its own manufacturing which will be harder than SLTD's partner concept
- not so sure on the USA vs Singapore argument ; in theory with fully automated manufacturing location should not matter so much
Looks like they are a private company funded by venture capital - which would partly explain the scant details on their web site.
I guess Bloo's patent claims could be checked - though personally I can't be bothered.
Dude - you need to research before you reply.
Suggest you take a more detailed look at Bloo Solar - if you are so inclined.