Replies to post #15454 on SunWorks Inc (SUNWQ)

[junction14]

good points in the post.
This is my first post too, been around a few weeks and also long and bullish.

My understanding as it is about the panels is that you are right in that they are slightly more efficient than current commercial panels , but also that they work when the sun is not directly on them and have a larger period during the day where they are at work.
This is the breakthrough in the design as far as my reading of it goes.

Next to them is sunpower in terms of commercial efficiency. they are trading at $70 so even if solar 3d doesnt come close to their size, $1 doesnt sound unlikely.
jim nelson always seems keen on the economic viability of solar for it to be adopted and making a big company, so i like where he wants to go.. so with all that im in for the long hall .

[risk54]

Here is your answer direct from the company...

The company’s analysis indicates that a typical 17% efficient solar cell performs more like a 5% efficient cell when light is shining 20 degrees from the side, such as during the morning and evening hours. The company estimates that its Solar3D cell can maintain its high 25% efficiency for a longer period of time and can generate 250% of the power output of conventional solar cells. This translates to an estimated 40% reduction in the payback period of a fully installed Solar3D panel array!

[fmeded]

Welcome to the board.

Yes SLTD is shooting for the mid 20's which is close to the "practical limit" for silicon pv.

This is not a small bump in efficiency; this is a game changing transition (over companies are shooting for 20 - 22% say some time next year).

So you are wrong - the industry has not "moved on". There are speculative risks still present as to whether SLTD's technology can be successfully commercialized - this is a big unknown that the company has yet to provide much information on.

[pogyman]

Whenever I get a little discouraged on this company I always go back and re-read the 2014 Annual Plan. This seems to ground me after all the hype and hoopla of the message board.

In this, I have recognized a methodical, slow and steady plan of action:

The Company's plan for the solar cell side of its business includes:

1. Complete the final lab-based, third generation prototype of the Solar3D Cell.
2. Retain a "lab-to-fab" partner that will produce a manufacturing prototype and pilot manufacturing run.
3. Select a manufacturing partner to produce and distribute the new product.

The plan for the Company's proposed solar systems business includes:

1. Close the SUNworks transaction in January.
2. Grow SUNworks organically to dramatically increase sales and earnings in 2014.
3. Identify additional acquisition targets to add to the SUNworks group.

Nelson concluded, "As Thanksgiving has just past, we at Solar3D have much for which we are grateful. The prospects for 2014 are bright with a new business opportunity and a new product primed for market introduction. When we take stock of our position at this time next year, we will anticipate having a dramatically different and prosperous company."


I don't believe in worry about the daily movement of the stock price. What I worry about is whether or not the company is following their own plan of action and meeting the goals. Conclusion - so far so good. The value of the company as reflected in the stock price will follow.

[GrowthStockInvestor]

First Solar acquired TetraSun for their high efficient solar cell technology.

First Solar had primarily been constrained to large utility-scale projects, which was in line with the growth areas in the industry. The solar PV industry is now moving towards a decentralized model, which is seeing solar installed at the point of consumption, leading to growth in the residential, commercial, and industrial rooftop markets. According to TetraSun's website, the company has demonstrated greater than 20% efficiency in mono-crystalline solar cells by using its first-generation low-cost cell architecture. Today, it is manufacturing solar cells with efficiencies in excess of 21%, targeting 24%. Prior to First Solar's acquisition of TetraSun, it was a fourteen-employee start-up with $12million from investors. It is now expected to ramp up annual production of crystalline modules at 100MW, which will integrate these advanced high-efficiency cells in the second half of 2014. This increase will allow First Solar to break into markets where it is not presently active. First Solar will be able to target the emerging residential, commercial, and industrial rooftop markets through lower installation costs, faster installation time, and greater system revenues through higher efficiencies targeting space-constrained installations.

[Sprech]

The greatness of Solar3D's solar cell is in total power output, not just efficiency. True, it will have the greatest efficiency on the market of around 25% but the key is it will have 200% more total power output than most on the market today because, through its wide angle sunray capture ability, it will be able to maximize the power of the sun during all parts of the day and all times of the year. Truth is if you have just a stationary solar panel on a roof of a house its power output is dependent upon where the sun is in the sky (angle of sun rays) and what season it is (winter less direct angles of sunrays hitting the panel). That's why some people buy very expensive tracking systems which adjust the angle and position of the panels throughout the day to get a more direct angle at the sun.

The key differentiating factor of Solar3D's cell is the fact that it doesn't matter where the sun is, they are always getting the maximum power output from the sun because the 3D design captures all the rays just as intensely as if it were noon all day long. No expensive tracking system required.

This is a game changer.