Natcore Technology Inc (NTCXF)

[JB3729]

ck thanks for the excellent post. The link to the Gallia article must have expired, but, you gave a great review. I like the idea that Dr. Barron has been involved in prior successful start ups. It's exciting to know that he and Dr. Flood are founders of Natcore, Vanguard, and NewCyte, all of which are now part of Natcore.

From last weeks PR, "Rate of LPD growth multiplied 10 times, while new passivation discovery promises important new applications." Agreed, Natcore's position has been strenghtened significantly.

It's interesting that the " Why China can't meet its polysilcon demands " article you posted states " The module makers need more silicon, but the government has put a cap on factory expansion ".

This is happening while the China State Bank has recently given $billion plus lines of credit to silicon solar companies STP, TSL, JASO, and YGE.

While I'm no expert, it's obvious to me that the Chinese solar manufacturers are going to have to significantly reduce their use of silicon per panel.

I believe that the stars are lining up favorably for Natcore!

JB