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Tuesday, April 26, 2016 12:28:42 PM
We are a roll up and Nelson has stated repeatedly that part of the strategy is that we are materials agnostic, which means we can cherry pick the cheapest parts to get customers as well as SUNW the lowest system costs- which will increase sales(top line) as well as profit(bottom line) potential as system costs continue to decline.
We are also at the mercy of the market and of parts availability, as manufactures decrease parts become harder to get and the big boys will have first dibs on what is available. Seen this happen in the pharmacy business as generic manufactures began to disappeared and many drug storage's resulted.
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History and global economics have shown how a country like China can shut down a US panel maker using currency exchange and cheap labor.
Correct, and as parts dwindle because these panel marker shuts down who do you think will be the preferred clients of those remaining and get first dibs on those limited parts the client spending millions or the one spending billions.
If we have our "own" tech
We don't have to be bottom feeders and rely on the cheapest parts.
Also you bring up cost, each acquisition cost, each conversion to the Sunworks brand cost each area those acquisitions sell to are limited territories with limited growth potential.
If we had our own tech, growth potential instantly is world wide not limited. We wouldn't have the cost of labor, buildings and equipment upkeep.
And what are the cost to SUNW comparably to the cost of an acquisition. We are not buying a manufacturing plant, we are not responsible for conversing an existing a manufacturing plant, so please explain what is the hugh cost to SUNW that you are referring to.
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SUNW will not be the manufacturer they will be a partner of the manufacturer.
The huge capital costs of being involved in manufacturing,
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By that time it will be to late, the window will be closed. We will be just another not a revolutionary cell. Then we will have to spend a lot of money to compete with equal rivals, than relatively little to offer the best.
In a few years when the tech changes and advances and costs come down, we might some day see that patent get reviewed again, and at that time, even if it is not state of the art, it may have some monetary usefulness to it still, either through license or fabrication
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