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Re: puravida19 post# 1019

Tuesday, 03/02/2010 5:40:19 AM

Tuesday, March 02, 2010 5:40:19 AM

Post# of 104537
Expanding comments on post 1019 and 1040

First of all, management won't even tell us
the new name of Hague. It could be
Quantum Materials Corp. or it could anything.
Why not tell us?
It would be publicity and draw attention
to the company. They don't want that. Stealth.
So they are holding onto the name change for
the start of a series of announcements or all
at one time, such as we are changing the name and
selling shares in the other company, Solterra.
The name change is minor, but it is an indicator.

Second, as you all know, Squires want to be the
first and only solar company to get to grid parity
without accepting handouts, especially government
money. Everyone else in the world is sucking at the
government you-know-what, and we got the one guy
who says don't want it, don't need it, you keep it.
Wikipedia: Grid Parity

Now Squires lived in Texas, and you know Texans
think big. We're talking Large Area Solar Grids
with lots of solar panels, like a ranch, but with
solar panels instead of cows. The biggest factor is
the cost of the solar panel when figuring out your
grid parity cost, and you figure the life of the unit,
and how much sun grazing it can do in a day, producing
how much milk, I mean, electricity, and you got your
grid parity number to compare with the electric company's
cost of electricity, and you see if you got grid parity.

Meanwhile, back at the Rice Ranch, Burl Ives is asking
when they gonna show me six percent efficiency out of
the quantum dots I gave them to make better? And we're
all wondering that, along with ol' Burl, what happened
to the Jan 31 deadline to do that deed? Nobody's talking!
That's gotta be good, because Burl would pull their
exclusive license they granted us if they did not think
Cowboy Squires was gonna get his good looking cowhand
Mr. Flex Display, to marry his daughter, Cadmium
Selenide, so they could have lots of little solar panels
running around soon after. I'd bet my boots on it!

Flex Display is Mr. Squires ace in the hole. We haven't
heard or smelled word one about young Flex. He's been
testing Flex in his ability to ride out all day in all
kinds of weather conditions, and like a Timex, Flex
just keeps on ticking, no matter what Squires does to him.
For safety's sake, and to test the bloodline, Squires
is also testing all of Flex's brothers, - I won't list
all their names, here, it would take too long. Squires
wants to make sure that Flex and Cadmium will stay together
for the next 20 to 25 years, real close together, if you
now what I mean, because he wants to guarantee it. Flex
will be tested to the limit.

Well, he doesn't need a full Olympic size factory to
find this all out. matter of fact, only small samples of
Flex need to be tested. We know they have a desktop
digital printer to do lots of preliminary tests shooting
out different samples of Flex and CdSe inks, and I figure
they have an encapsulant, whatever that is, to marry them
together, and then they all go into the Sun Room where
they raise the temperature, and the Rain room, where they
get soaked, and the wind room, will you get the picture,
those panels will be subjected to more interrogation than
Oprah has given guests over the last 20 years,
if it was all done in like,oh say, a month or two with no commercials.
Constant questioning, 24 hours a day, with no rest.
It's rough on Flex, but its gotta be done, if we are to know
if he will be faithful to sweet little Cadmium Sel. If every
couple had to go through this type of testing there would be
a whole lot less divorces in this world, I tell ya.

Thirdly, there's the mean, old crotchety Banker,
Mr. Potter just like in that movie, Isn't Life Wonderful?
But just like the Government, Squires won't have anything to do with him.
Squires doesn't want to be beholden to anyone.
He believes that the only way to protect the Solterra Ranch
is to keep it debt free and self-finance through pre-selling
panels, humongous amounts of panels to countries with money.
What a concept! HOO HAH! They don't teach that at the Harvard
Business School or everyone would be doing it.

Now we have to talk about the difference between a product
and a concept. Squires sold the concept almost a year ago
to the Saudis and they invited him to their big bake-off
in the desert in November. But he did not go because the
next step was not ready, to show the product, the solar panel.
The quantum dots were ready first, and although I do not know
the efficiency, I would bet they are high enough over 6 percent
efficiency that they can compete in their market. But the real
key is that it's not the efficiency that is important, it's the
cost. It's the cost. And if your cost of production blows the
competition out of the water, then you have a successful product.
MacDonalds doesn't make the best hamburgers,
they make one of the lowest cost burgers.

When everything is up to speed, Solterra will be able to make a
gigawatt of panels in a month compared to other companies that
would take a year to get to a gigawatt.

But we are still in the middle of the movie. I realized
financing is not the problem.
They don't have to buy a 2
million dollar wide format commercial printer, because the
University or the Flexible Display Center must have one. They
also have the flexible panel-substrate flats to spray the QD
onto, because FDC has been doing this for the last 6 years.
They are not going to reinvent the wheel when they don't have to,
some of what they are using already has a track record, and
that's why they bought the exclusive license to printing
technology at U of AZ. It's the testing of full size product
that takes time, may even take government approval and ratings.

When that happens, they pre-sell, build a factory where the panels
are to be sold and get financing on the basis of the contract guaranteeing the loan.

When they can announce product, all heaven breaks loose
and every time a Solterra solar panel is made, an angel
gets his wings. (I made that last bit up but it could happen.
Made the other stuff up too, but it could happen, too.)

Puravida19

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