Sunday, April 27, 2014 7:59:46 PM
After they get a deal, the laser etching is estimated to take 6 weeks (which gets rid of the remaining furnace at which point NXT will be the only silicon cell process that doesn't increase GHG) and another 10+ weeks to get the process designed and running in the manufacturing plant.
The number 10 worldwide manufacturer has 5% of the world market and they are trying to land a top 10 manufacturer right now. NXT's financing presentation last August shows the following revenues at specific market shares.
SE 20% market share $467M/year=NXT projected gross royalty revenue
BS 25% $425M
LPD 25% $52M
Tandem 25% $2.1B / year
I never bothered asking last August why they only showed 20% market share for SE but the blue-sky opportunity is so big that it doesn't matter.
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