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I have Google Alerts for the term "Viral Genetics"
and got 7 alerts today. It's amazing how many
time viral genetics is used in a sentence.
The alerts were from previous reports, Universities and these
active research projects -
American Chronicle | News and FDA Updates for Urigen (OTC:URGP ...
On 12/21/09, Biotechnology company Viral Genetics (OTC:VRAL) announced it filed an updated Information Statement including unaudited consolidated financial ...
A plant RNA virus suppresses RNA silencing through viral RNA ...
... Small Interfering · Small Interfering: biosynthesis · Small Interfering: genetics · suppressor · Viral · Viral: genetics · Viral: metabolism · virus ...
[Isolation of noncytopathogenic genotype 2 bovine viral diarrhea ...
... Cattle; Diarrhea Viruses, Bovine Viral/classification*; Diarrhea Viruses, Bovine Viral/genetics; Diarrhea Viruses, Bovine Viral/isolation & purification ...
Hi D5,
Great research. Squires said there was a factory back in Sept and Oct. in a couple of articles. There is the link to KAUST through Jabbour, head of the solar department. I've checked the job ads and have not found a listing until you did now. I guess I have not checked in a while. There's not much more to say for now. It looks like they will be orchestrating the PR for max effect. I don't think we hear anything till Jan 25 at the earliest.
Re any possible IPO. First things first. I would be surprised if Hague is not already mass producing QD in some facility already, or about to start. QD will be the first money maker for Hague. Lets say they announce advance contracts for kilos - not grams - of QD, along with giving the first estimate of earnings per share. Let's say they predict sales of $50 million - which I showed in the Access2Flow post was possible, first year and multiples of that in future years. Share value @ $1. IMHO
The number that hit me in the article was 1200 MW. That equals a gigawatt plus. That's a Solterra plant on single shift at slow speed. So that gets announced along with the IPO at a future date.
Hague share value goes ballistic. Saudi Arabia would give credibility because of the due diligence it will be assumed they did. Solterra would need to show lab results, demonstrate the panels to experts, and more to get Wall Street to buy in, but demonstrating the first production machine would enable the IPO.
Squires says production in Q1 so no IPO until the fall, when the brokers come back from vacation. The longer they go without announcing the IPO is better for us because it will cause the Hague-Quantum Materials stock price to keep going up in anticipation, like the game of Musical Chairs.
One thing we know, they are not going to rush anything. When it comes out it will be ready and best in class. Look at the dance Trina Solar did before pulling out of their IPO and all the inspection Solyndra is getting after announcing theirs. So we may see IPO announcements in the late spring. I don't think they can move fast on an IPO without showing production. It's one thing to say we can go balls out multi gigawatt from one factory and another to do it.
Quantum Materials will keep going up because everyone will think they will get it right when they need to do it. The higher the price of QMC, the lower the relative value of Solterra when considering it as a component of QMC for determining share value.
They would want some balance there. We shouldn't be greedy. LOL.
All just my thoughts, in answering D5's thoughts, so we are compounding the felony of imaginary thoughts. Do your DD and
do wa diddy diddy dum diddy dum.
Not yet, like I said, my broker is US only
Got to transfer funds to new broker for TSE
I have not seen the details of the merger posted.
SouthEastern Retail Services is buying the company.
How much stock do they get?
How does it affect the stock structure and outstanding shares?
D5, change your settings from candlestick to "curve or line" settings and you will see the fractals.
There was a pop from one cent to three cents starting
late last December. It's best seen on the weekly.
I see similar patterns before January 09 and May-June of this
year. That fractal pattern, along with bouncing off the bottom
trendline, and possible announcement of alliances or sales of
limited patent licenses to companies conducting trials now using
VRAL patent technology, leads me to believe there will be a
strong pop in this stock as VRAL's potential is realized by the investment community.
The question is whether it will sustain its price after the pop.
In the past it tended to drift down over time. This time might
be different, if one company adopts the protocol, others may
follow, causing a stream of announcements. Don't forget that
this company now has potential for multiple income streams,
starting now - and is not solely reliant on its original goal
of an Aids cure.
Payments to Rice were Nov 5 and new Exhibit B
pushed next payment to March 31 2010. See IBox above.
Most of Squires stock sales correlate to his lending
money to Hague for ongoing expenses. Those loans may
be paid back in stock at a later date.
The lack of announcements of any failure to make a payment,
or to satisfy any agreement, such as the Standstill agreement,
indicates to me that Hague is current on its obligations.
If they were not, they would have been obligated to the
shareholders to announce the failure to pay, and what actions
they were taking to remedy the situation. Likewise, the 10K
and 10Q, have only standard Caveat Emptors, and not any notice
specific to a potential problem in their finances.
When the Standstill Agreement was announced in early summer,
that was a recognition by Hague that previous timetables were somewhat too ambitious, and it bought time to get things aligned.
The new Solterra agreement with Rice, seems to have accomplished that, and the continuing silence of the company will make any announcements that come that much bigger.
As stated in an earlier post, I hope Olympus Capital earned
their 6 million share fee.
Happy New Year to everyone! May the coming year bring you and
yours joy and love!
Pura Vida!
Crunch and Zuumer
I tried to buy a TSE stock today and TDAmeritrade
would not let me. I was offered the American version
of the stock as a ADR, which tracks and trades, but
it's not the same thing if you want to get in and
out quick and hit the right numbers.
Customer Service told me that they did not offer
Canadian Exchanges, but I could find another Broker
in the US who did.
My advice is to take your money out, and start an
account with a broker that does trade the US Stock,
preferably online.
I am going to open a separate account for my Canadian
stocks. Looks like Canada is the place for junior
mining and commodities. Any broker recommendations for me
from my fellow Americans?
D5 this is gonna pop soon
for 3 reasons
1. just hit lower trendline from earlier this year
and will bounce big time
2. I think I see a similar fractal pattern with the
last two pops
3. it popped last january
I notice Oceanus Capital has 6 mil+ shares,
I hope they earned it.
Meeting date moved from the 19th to the 25th due to late mailing.
Updated bio on Dr. Bob - the thing that stands out is that he has had success with big companies, projects and business ventures in a number of different fields and government. He will be able to see the possibilities for quantum dots and make new markets. I bet he will innovate in solar too.
Next 10Q deadline for Dec 09 is Feb 16 - thats a long way away.
900 Hgue shareholders and 45000000 outstanding shares = 50000 shares per investor average.
Re: possible stock split - first they have to decide the value of Hague and Solterra together and separate. The idea is to compensate Hague shareholders for the loss of the Solterra asset when they split the stock. How do they value IPOs? Present worth or some future value? So whatever Solterra is valued at is the value owed to the Hague shareholders, maybe on a one to one basis.
D5, I read thru the company 168 page doc,
and looked at the website. That attorney from
Microsoft would be a good one to advise on
intellectual property for Hague too.
DrLuck -
What's the difference if you buy the MLGAF on the US exchange?
I could not get TDAmeritrade to give me a TSE:MLG quote.
Slight difference in the price MLGAF was .146 last and MLG is .15
Might be currency exchange difference -
I am more concerned with liquidity in trading.
Barrymore,
If your Europeon friends had a connection to the consortium
of Desertec and Trec
http://www.desertec.org/
or the Club of Rome,
http://en.wikipedia.org/wiki/Club_of_Rome
or Saudi Arabia and the arab states
..they would have a better chance of getting heard, maybe.
Those are the areas of interest to Hague. An introduction from those bodies would be welcome, I would think.
Also, we don't know how Hague intends to split the companies,
BUT there might be an opportunity to pre-subscribe there - of course, we think those buying now may be issued a share in the new company.
Carpe Family Deum!
Malaga sounds like a steal at this price.
I will do some more DD on this one.
Thanks!
I never said I was banning you. I am not looking for any enemies.
I might want to borrow money from you someday.
If you look at the daily trades on this stock, and you will see
trades in the hundreds of shares, representing people investing
their last dollar in this stock, people on this board, and those are people who don't want the stock to go down so some millionaire can make money off their loss. 500 shares is $65 at .13 and you will see those trades here. This is their retirement fund and their lottery. Its amazing to me with the stock market going up and down this stock stays between 12 and 13. That's people holding onto the stock. I have not seen any pump and dumpers because they can't get enough shares to make it worth their while. I am sorry you can't get in touch with the company and buy shares at a lower price, I would like to do that too.
If you want to share info, you are always welcome, different opinions are always welcome, questions are always welcome. That's the reason for this board.
I agree with Ponyexpress that the current price is a good one for where we think this stock is going. If the market goes down and takes this stock with it, so be it, and you will have a chance to buy at lower prices.
If the market keeps going up, you will miss your opportunity. We don't know when announcements will come. You take your chances.
Barrymore, that's the best compliment you
have given this board yet -
"This is the type of bizarre stuff that happened to me with four other disruptive technology companies. Never seen this one though. Good news is that it should spook an investor
or two, for me to get cheaper stock."
You take something really minor, like this bureaucratic snafu
with a Canadian exchange, and call it "bizarre" and "Good news"
ALL BECAUSE YOU WANT TO BUY THE STOCK AT A LOWER PRICE.
Well that is as low as a board commenter can go in my opinion.
No need to ban you. Next time you post, under any name, I will just say, "That's Barrymore, again, bashing the stock for no reason, just so he can buy more at a cheaper price."
I just checked whois and the qmat.in was registered in July by an Indian, so it is not us. That's before QMC was a glint in Squire's eye. On a lark, I searched whois for www.quantummaterialscorp.com and it was registered 11-20-09 in Scottsdale, so that is probably Hague. No website yet, just parked for now.
Didn't mean to sound like a hardass about other solar companies. Most will do well for a while, how long I do not know, part of the reason is because they have huge cash infusions from huge corporations - the ones backed by the oil companies will be the toughest - and government grants to boost jobs in the US without regard for which are most viable. But for those that have not read Squires article in InterPV, he spells out a vision for the Solar Industry over the long haul.
IF Solterra is really a disruptive technology, then how long after production is started at the first plant does everyone realize that other production and silicon based Solar is obsolete?
If CdSe Quantum Dots are mass produced by the Kilo, in an industry that now measures in parts of a gram, how long before
other QM producers are obsolete?
This is my first try at this
but I want to look at what the next potential
announcements would be -
these are just possibilities-
announcement
- of clinical trial in the US for AIDs or for Lyme diseases
- of classification of fast track
- of classification of IND
- of dosing optimization
- of other uses against viral and bacterial diseases
- of clinical trial for cancer
- of alliances with other companies wanting to study it
- of sales of the technology to other companies wanting
to use it in their products - licensing agreements
Am I wrong on any of these and what did I leave out?
Hi D5,
Yes, Amended Exhibit B (posted in the IBox) says next payment to Rice is March 31, 2010. Evidently they changed the due dates when they signed the amended Exhibit B. No worries.
--------------------------------------------------------
Ponyexpress, about Nanosolar - they will have 450 MW and a 650 MW solar panel factories IF they produce panels 24/7 at their fastest speed. That's a gigawatt a year.
Also, see post #557 about other differences between the two.
Solterra says they will be in production in Q1 2010 (july-sept?)and will be capable of 1 Gigawatt with one production line running 1 shift, not 3. The 1 Gigawatt is running at the slowest speed.
Nanosolar has $500 million from private investors since 2002- big names - and more from the US govt. in grants. Solterra has had a few million from private investors so far since Nov 2007.
Will Nanosolar be able to produce a solar panel cheaper than Solterra? Personal opinion - I doubt it. They claim a speed of one panel every 10 seconds, but I see they have to cut the panels, match the cells and laminate the individual cells onto a substrate. And they attach 2 tempered glass panels onto it. How can that be quicker or less expensive than Solterra's process.
There is a vast supply of the chemicals that Solterra needs, but not of the chemicals Nanosolar will need down the road, and which will be subject to commodity price increases due to scarcity and market supply and demand factors.
You can invest in Solterra now thru Hague Corp. You can't invest in Nanosolar. When the IPO for Nanosolar comes, stock price will be $20 at least. If you invest in Hague at .13 cents there is a greater potential for your investment because it is at an earlier stage. Plus, there will be stock split because Hague is going to sell the Quantum Dots and Solterra will sell the panels.
(Any stock has its risks. This is all the author's opinion to a hypothetical question.)
Hague has gone up from 8 cents to 12-13 cents since August. Thats more than 50 percent. During that time there has been no PR, just the 10k and the 10q. Hague has been undergoing accumulation where investors buy and hold, so the stock edges up. The trend is up, it has a long term uptrend since March or so, low float, disruptive technology, stock split potential, income potential next year from quantum dot sales, and after that from Solar Panel sales, connections to a major potential client in Saudi Arabia and exclusive licenses for all its processes.
Can this be the last mention of Nanosolar on this board, please?
Management has used Form 4 to purchase stock and issue
options to senior management. That is always a positive
and shows their confidence in the company. In Squires
case, he sold his stock to pay company expenses - that is
documented and maybe he is buying back that stock now.
That's another positive - he self-financed rather than
taking on loans, and rather than diluting the stock.
Big pluses in my book.
Does anyone think there will be an announcement
that they made the royalty payment on time to
Rice? Its due end of year.
Anyone can PM me at puravida19 @yahoo.com
Barrymore, I think I remember you from Roy's board
under a different non de plume. Are you that person?
If so, welcome, and my best to you. I removed the
post because there is no reason to list any of
Hague's management's personal info. If you think
personal info should be listed, list yours.
I know for a fact that Hague management reads
this board, they will see your phone number and
call you if they are interested in selling stock
to you. Either way, you will have your answer.
If you don't want to list your personal info,
then you should understand why I removed that post.
It's the same reason.
You have said three things repeatedly on this board
1. you want to buy stock
2. you could make the stock price increase
3. you have experience doing this
What services do you offer?
What track record do you have, specifically?
Where can I read about your accomplishments on the web?
How are you different than a pump and dump?
#575 removed for violation of privacy
we don't want to list personal info.
it's not an emergency
Hey Ih8aloss
The URL for India is .in
www.qmat.in
Quantum Materials Corp with an Indian URL
India mines Cadmium and Selenide is very common.
Maybe we are going into the raw materials biz?
Would cut our expenses on quantity and allow
us to control costs better.
India's production of Cadmium Cd
year Production
2002 466 Metric tons
2003 477 Metric tons
2004 489 Metric tons
2005 409 Metric tons
2006 453 Metric tons
----------------------------------
Maybe it is an example of forward thinking,
that we are setting in place the pieces
of the puzzle to put them all together
at one time.
FJ
No stock for the symbol AVARF?
Get me up to date on why you have the board,
if no stock? Is it on a china exchange?
I just bought som VRAL - bio gen type stock.
Also own HGUE - a solar play.
I want to ask you, too, FuturesJackal, of all
the stocks you follow, what one or two do
you like the best for future appreciation?
Happy Holidays to you and yours,
Puravida19
No rush there, D5, if I read your posts
that will be enough. Happy Holidays to
you and yours too, and everyone here.
Looks like this is another long crusade,
but with the muscle this company has, and
the trial results from SA, that should
provide momentum to move things along
quicker. If this works, it should be
fastracked because it would help so
many people.
The only thing I would be concerned with
is further dilution if they are liberal
with the shares instead of conservative.
Squires acquired 250k shares yesterday
SEC sez so.
Barrymore, you sound like you have done well.
Better than those here.
If you have anything to teach us, we are all
ears. You would be doing us a favor.
But I don't know what you want other
than what we have already told you.
There is an IR company already.
Just hired.
D5, bought 100k shares today.
I think there will be a series
of announcements over the next
few months as other Bio Gen companies
affiliate with VRAL technology.
That will raise the general
awareness of the stock.
Additionally, I think the future
is bright for Pharma in general,
and a rising tide lifts all boats.
Looking forward to reading that big doc.
Puravida! Happy Holidays All!
FJ, we're cutting edge!
That's one question I can't answer. Good night!
D5 This looks good.
Great leaders. Innovative product. Simple process.
Still waiting on testing!
I am beginning to see a pattern here.
Is the medicine something you take daily?
Have their been any cases of remission
rather than just lessening of virus and increase
in t'cells (which are both good in themselves)?
Do they see producing a medicine that will kill aids virus
and the others like Lyme disease in the future?
Are the results from the So Africa tests better
than other company's tests who are also producing
Aids drugs?
Is the new advising business viable?
Could they make a good business just licensing their
patents to other companies?
-------------------------------------------------
I see a bottom trendline hit yesterday and today
which indicates the stock could bounce up off it soon.
I also see formidable resistance at .o5 and .06 and after
that pretty good sailing if it can get thru those two barriers.
There is a lot of resistance there, will take higher volumes than now to break it. Are you expecting good news before new years from the company?
All major indicators are at bottom of their ranges. When they
turn up, stock will rise. Watch the chart. Happy Holidays.
What does ALMO mean?
Puravida19
Hi Barrymore,
We have all tried to get some inside stuff.
This is a tight lipped company that has a
lot going on. What you are asking we don't
know. If you read the SEC docs, the CEO
has sold stock here and there to pay
company expenses, and they have awarded
stock for services and introductions.
You contact the CEO thru the fair Lauren
in Investor Relations. She will pass your message
to Squires, and if he wants to contact you he will.
As to offering your services to boost the
stock, they could have boosted the stock
with a series of PR with everything they
have accomplished to date, which clearly
they have not done. My guess is they don't
want to boost the stock now. It was really
frustrating at first, asking myself what the
hell is going on. They have this and that,
hiring Dr. Bob Glass, and they have to have
results from tests they could talk about.
It did not seem like a rich company, either,
what with the CEO selling shares to loan to
the company. Then I realized they have Universities
doing all the research for them. Five in all,
counting KAUST, and probably more. It's great that
the universities will all directly benefit from the
success of Hague/Solterra. Then I found out they have
always had more grants funding research projects that
I did not know about (thanks I) They didn't need money
at this stage. Then you look and see that all the
equipment they need is small and simple. Then you see
they only have 5 employees. Then you read the business plan
and the CEO is saying they want to self fund. And they
don't want no stinkin' government rebates when they sell
the stuff. And you let our a soft expletive. The reason
is they are confident that when they have
hard results to report, in product, process,
and deals, that will do more to boost the
stock than any pump and dump, which would
have the effect of weakening the stocks
image. That is the only logical conclusion
I can come to and have said here before.
This is a buy and hold. If you are looking
for a fast buck there is plenty of that
around and go to it. When will the
announcements come? We don't know. That's
why we wait. If this was a flimsy technology,
inexperienced management, a gimmicky product,
and no basis for a long term perspective,
pump and dump would be the prescription.
I feel this company is Aces in all these
areas and have been riding this up from
about .08 cents to .13 cents adding all the way.
You may be great at what you do, but they hired
this hotshot combo biz development, PR, financing
and g-d knows what else company in Aventura, FL,
connected to one of the inside investors. You
could talk to Lauren, the IR, but we have not had
a lot of luck with her. This company will be making
those announcement decisions and shepherd Quantum
Materials from here while the management works on the
products and process, which is their strong skill
I think the management of this biz developmen company and
Solterra/Hague have a plan and we can read it in the 10Q.
They also have a vision, and you can read it in Squires
InterPV article I posted in scribd.com. He says that to reach
the international community's stated goal of 20 percent
alternative energy by the year 2020 Solterra QD technology
is the only answer, because it is the only technology with
common ingredients which are readily available, and a mass
production process for the Quantum Dot which is expandable and replicatable, and likewise for the solar panel process.
He did not pull punches. He tells the industry to get behind
him if they want to meet the goal, because we are the only
way it is gonna get done. Big Kahuna type Macadamias there.
My DD is enough for me, and I would love a conduit of information,
but I have to rely on my research and my friends
here who give as much as they can and that is
enough for all us dreamers. The stock trades between
.12 and .13 regardless of the stock market gyrations,
while we wait. There is a small float, and lots of
shareholders doing just that, waiting. If I find the
guy who is selling those shares, instead of holding on
to them, boy, will I give it to him! It sometimes takes a
week to transfer 100,000 shares, and then once every
few weeks, they let go 100,000 shares in a day.
On the open market therefore, you could buy a million
shares in about 6 to 7 weeks, I figure. It's only
4 weeks now until January 19th, with the name change,
the extra 100 million shares in the directors control,
and we will see what happens then. The one thing I
do not think is that management is spinning its wheels.
My advice is not to wait for an answer, and just buy
if you think it is a good thing. .13 cents is a great
price IMO. GLTA. LOL.
hey D, this place is empty.
What's the best of your longshots
other than HGUE?
Happy Holidays
Puravida19
some nanosolar and solterra differences –
this is not complete, just some points
--CIGS – I and the G are getting rarer and more expensive as time goes on.
--Aluminum Substrate – much more expensive than the conductive plastic Solterra will use. Harder to work with too.
--20 NM size QD instead of our 10 NM or less – we would have more QD, possibly generate more electrons. Another thing is that CdSe QD can have MEG – mulitiple excitons, generating three for one electron – this is only possible with CIGS thru a multilayer process, I think I read. CdSe also has higher theoretical potential in the future than existing technologies, something like possible 60+ percent against 40+ percent efficiency. The 20NM QD will also be a full-sun optimized QD rather than our “tunable” QD that can be adapted to the light. At the equator, you may want full sun, at the north pole you want full UV tuned solar panel. In-between you would want a mixture matched to the latitude’s sunlight. We can do that now. Solterra QD solar panels can be tuned to catch UV and Infrared light for nighttime and for heat transfer applications.
Nanosolar has to laminate cells onto substrate. Both use ink jet printing like your HP Printer and looks like Nanosolar uses 4 layers of printing. Solterra has not said what the process is for printing and encapsulating the QD. As far as I have heard, we use no glass. Nanosolar uses a tempered glass on top to shield the QD and the laminated panels.
Quote from nanosolar white paper- At Nanosolar, we have succeeded in making aluminum foil work as a substrate for CIGS and roll processing. We are using a proprietary aluminum alloy optimized for conductivity, web handling, and electronic-grade surface finish. This required the entire process sequence and associated tooling to be developed to be compatible with aluminum as a substrate and involved reinventing almost every process step for this unique capability. The result, however, is a vast cost and capital-requirement reduction.
That is an improvement over other CIGS technology, but still requires a very expensive material and process for aluminum. They can’t use just any aluminum and it has to be polished to the max. How many millions did it take over how many years to develop this process and how expensive will aluminum be if commodities rise in price like gold has done recently? If the idea is grid parity, cost of materials 10 and 20 years in the future have to be factored in. Cd and Se are common and cheap.
Solterra has not claimed an efficiency rating. They have not formally announced a prototype solar panel. Why do we think it will be good?
For one thing, they can mass produce QD cheaply and with a 90% conversion now. That’s big.
They can produce QD for any wavelength by varying the cooking time. That’s big.
The CdSe QD has MEG potential which is an efficiency multiplier.
So, we think Solterra has the best QD. Odds are that the efficiency to start will be between 6 percent and 10 percent. That will be enough, coupled with the much lower
cost of production that Solterra will have to make a viable product. Goal is 20 % efficiency in 5 years with benchmarks inbetween.
We have Ghassen Jabbour. He is the expert on thin film. He is Chief Science Officer and a Director. Read his Bio.
He has been working at ASU on flexible displays for the last 7 or so years. We think the exclusive license to the roll-to-roll printer from Arizona U. will allow deposition and encapsulation of the QD on a flexiple polymer substrate at speeds of at least 100 meters per hour and up to 600 meters per hour when perfected.
As time goes by, mass production and cost of production will win.
The top efficiency is not as important. I have seen no company that can match Solterra in what it wants to do. Once it establishes the concept and process, it will be able to reproduce it anywhere quickly and simply.
- COMING SOON. http://www.qmat.in/
Ih8aloss - you found it, you tell us -
Why an India URL extension?
Here's some of my imaginations - not
even suppositions -
Solterra and Hague have said they want as
close to a turn-key operation as possible.
They have talked about processing the raw
materials to have a constant supply and cost.
We could buy or invest in an established mining
operation.
We could buy into or develop our own inverters,
although that is a long shot. There are some
pretty advanced ones on the market now for large
grid applications. www.satcon.com for example.
But - Ih8aloss, you once mentioned we might do an
IPO on either the London or Dubai exchanges.
I can imagine Solterra doing a separate IPO for
each continent - North America, South America,
Middle East, Europe, Africa. Why not? If we
set up Gigawatt Factories locally to sell locally
each as a separate business, would they not have
enough businees to keep them busy? Is it legally
possible to do this?
I can also imagine Hague/Solterra not needing to
go public. First, income will be generated by
Hague selling Quantum Dots. Second, the plan is
to build when there is a contract first, so that
the building is self-funded. If they were to take
that route, then aside from company coffers for
purchasing other companies as needed, the rest
is a dividend to the existing 75 to 200 million
shares existing shareholders. A permanent annuity.
What's amazing to me is to try to figure the scope
of what can be accomplished. If you check the sticky
about the 1 gigawatt per year production capability of one
printer running one shift, and compare that with the
complicated production of any of the present solar
manufacturers, to say nothing of the materials, and
see the incredibly high startup costs, NanoSolar
probably $500 million, Solyndra - hundreds of millions
in grants and loans and investors - the difference is
stark. Solterra can triple production on one machine
by running three shifts. Or they can increase the
speed from 100 meters to 200 meters per hour to double
production, with a top speed of 6 times or 6 gigawatts
per year, not counting extra shifts.
I don't know what the start up costs for Solterra will be.
The next six months are about product design, testing and
starting up production. I can imagine a factory in Arizona
(definitely) and another in Jeddah by next summer.
http://seekingalpha.com/article/179060-solyndra-s-ipo-will-be-closely-watched
Here's an article about Solyndra going public I found on Seeking Alpha. They have a 190 page prospectus at sec.gov. They got
a $500 million loan from the government and are trying to
go public with a $300 million IPO and build a 250 Megawatt
plant. Their 190 page prospectus says they hit 11-14 percent
efficiency in lab test, but that will be less in real life. They
use CIG sprayed into pharmaceutical grade glass tubes which are
then hermetically sealed. They have more expense chemicals,
more expensive process, slower production, less production
and higher priced product. They have not said what price
per share for the IPO, but how would you value Solterra
compared to them going public?
As far as I know, Solterra has got research grants, but has
said that their goal is a product that competes at grid
parity without government rebates, and we have had no
announcements of government help like other solar companies
are getting. Is it because he does not need the money?
By not accepting handouts, Squires has avoided
being boxed in by conditions and can decide where to set up
shop, what timetable he wants, and who he owes what to. I get
the strong impression he believes he has the strongest hand
and he sets the terms, or at least will going forward from here.
How much will it cost to start up?
Two factories, $200 million?
Will they get - Research grants from KAUST in setting up in Jeddah?
Contract to produce panels in Saudi Arabie to fund a factory loan?
Quantum Dot sales of a million/week to self-fund all startup costs?
What price for the IPO if some or all of this is going on at the time?
Letters to Stockholders going out today
according to the Pre 14C. No action necessary,
just informing us what the majority stockholders
will be doing on January 19th at the Directors
meeting.
I thought there would be at least a formal
announcement about Bob Glass becoming CTO.
That they did not announce even that says to me
that they don't want ANY publicity at this time.
For a penny stock it is a bold strategy that
also says to me they must be really sure about
what they are doing that will pay off down the
road to not need to boost the stock. I mean,
if they needed cash to pay current bills, and
wanted to pay it in stock, it would be better
to have your stock at a higher price. Obviously
they are not concerned about needing money from
any kind of stock sale. It also says they are
not trying to boost the price to make it more
expensive for private investors. After January
nineteenth, I expect the fur to fly.
One might ask what the hell are they thinking?
But you look at all we dug up about what they
are doing, and you see they have a plan they
are following, thank you very much, and we
don't need any help right now.
This last week all we had was Ask Slappers.
We are building a base of long term buyers.
PX got his wish.
D5, I watched the slideshow.
It may give the wrong impression of the
CdSe quantum dot that Solterra is developing.
I haven't seen too many references
to Tetrapos CdSe Quantum Dots.
I think the Tetrapod form is an advantage
in transmitting electrons to the substrate.
I alos haven't seen anything on metal "coatings"
like lead or silver or gold
for the CdSe Quantum Dot that others seem
to need to boost electir output. I think we
use a naked quzntum dot. I have
only heard mention of a "protective polymer
coating" that goes on top the quantum dots
and is a shield against the elements.
I have not heard of Solterra planning to
use any glass as a substrate or as a
protective cover.
PLEASE CORRECT ME IF I AM WRONG!
By the way, does anyone have an idea of
what will be the efficiency of the CdSe panel that
Solterra will be developing, other than
the promise of 6% or better to Rice?
Accumulation must lead to Share Price Increase
Date Open High Low Close Volume
Dec 17, 2009 0.13 0.13 0.13 0.13 141,840
Dec 16, 2009 0.14 0.14 0.14 0.14 39,040
Dec 15, 2009 0.12 0.14 0.12 0.13 14,999
Dec 14, 2009 0.13 0.13 0.13 0.13 15,000
Dec 11, 2009 0.12 0.13 0.12 0.13 77,530
Dec 10, 2009 0.13 0.13 0.12 0.12 43,000
Dec 9, 2009 0.13 0.13 0.12 0.13 7,775
Dec 8, 2009 0.12 0.13 0.12 0.12 99,000
Dec 7, 2009 0.13 0.13 0.13 0.13 500
Dec. 17 is the day of record for the shareholders
who will receive the letter to be sent
Dec. 21 about the meeting on Jan 19th according
to the pre 14C which we already know about.