Natcore Technology Inc (NTCXF)

[JB3729]

dom, I think I understand why Natcore can't forecast future orders at this time.

I was surprised with the fact that they are (supposedly) clueless about the demand in China but I think that it will be a killer. The fact that they engineered (probably a requirement proposed by the Chinese themselves) the Box to be able to add or remove components (that can be replaced by low-cost labour) is going to allow the Chinese to do what they do best. As long as they keep buying chemicals to make them run, it will be good. Once they figured how to build it as cost effective as they need it, they'll flood the market with these Box!

Looking forward to get more info on Natcore Asia!

Natcore has a few things they have to accomplish in order to create demand.

MX Solar and Phono Solar will be giving Natcore valuable input towards the final design of the industrial version of the AR-Box. Hopefully, Natcore will have settled on the final design by the end of September.

Natcore has to produce some black silicon cell samples in their lab and test them.

Natcore has to produce 1,000's of sample black silicon cells and send them to pv panel manufacturers who will run tests on them.

Microtech has to fabricate the industrial version AR-Boxes. After testing, these will be shipped to at least 2 locations, TLNZ Solar and the JV partner.

The TLNZ Solar AR-Box has to be integrated into a production line successfully.

After accomplishing all of this, Natcore will have a proven product to sell and demand should follow. With Natcore working closely with MX and Phono, these 2 companies may buy before all of the above steps are completed. Natcore expects revenue before the end of the year. So, let's hope that the above accomplishments are completed by the end of the year.

JB