Natcore Technology Inc (NTCXF)

[rkt9]

For those of you that follow the solar industry, you know that for the last few years there has been a glut of solar PV's on the market. Manufacturers have been closing production lines, some have gone out of business, and others have been struggling to keep their heads above water. Solar City's recent announcement to build a new production plant in New York is the first I have heard of any such project. I feel this depressed environment has been a factor in the lack of utilization of Natcore's technology.

There is good news, China's PV manufacturers were sold out for the first quarter a few weeks back. This will make room for an increase in production and the possibility of putting in some new manufacturing lines moving forward. I feel that Natcore is more likely to have success in supplying the tech for new production facilities, rather than retro-fitting existing lines. I think 2015 could be an interesting year for shareholders.


http://press.ihs.com/press-release/design-supply-chain/most-chinese-tier-1-pv-module-suppliers-sold-out-until-second-quar