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Re: e-ore post# 316

Wednesday, 03/26/2014 8:37:52 PM

Wednesday, March 26, 2014 8:37:52 PM

Post# of 521
Fully agree on all counts -- this is a legit company with a game-changing (patented) technology in the solar space, and serious CEO with solid connections.

The Insolaire JV will clearly bare fruit .. I just hope for some better numbers than 300,000 square meters in 2014.

What do you think is a reasonable amount of royalty per m2 to SwissINSO? The Sunshot initiative (which is pretty close to achieved now, I believe) was $1 per Watt installed, for PV. One m2 is roughly 200W, so that would mean a square-meter of PV costs about $200 (material + labor), or maybe $100/m2 for the material.

It would expect $1-3 of that would be what SwissINSO could expect to get for the glass coating technology, no more.

So 300k m2 in 2014 is not a lot. I expected (and still expect / hope) that it would be more like 2-3 million m2.

We will no doubt hear about the commercial progress soon.

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