Natcore Technology Inc (NTCXF)

[JB3729]

maybe this time, I have confidence in Natcore's management team. From the announcement, a key element of the joint venture is operation in China as a local company, with all intellectual property protections accruing to such a position. I would feel more uncomfortable if Natcore did not partner with the Chinese.

As far as a better suitor, I'm not sure there is one. Andrew Barron's team developed LPD and is developing the tandem solar cell. I would think that Dr. Barron had the final say regarding Rice's licensing of the technology.

Dr. Barron's experiences as co-founder of successful start up companies must have pushed him in that direction with LPD. Who wouldn't want to co-found their own company as opposed to getting involved with an existing company?

Natcore's business plan is not to manufacture, instead, they want to license to everybody. This plan does not require a lot of capital.

All IMHO,
JB