Replies to post #83370 on $heff's $tation of $tocks & $olid DD

[read_this_n0w]

SCON Wire production ramp up will need specifications and for that will need clients input !!

Quite simple:
Their 1 kilometer length production line is being fine fine tuned after the third an final piece of big equipment has been delivered to their manufacturing facility.

They have a partnership deal announced in september with an institute very knowledgeable in finishing layers (outer layer on top of scon;s wire)

They stated to start production in Q4 2014 and ramp production in Q1 2015.

The wire can be produced with varying specification though.

So in order to ramp production, you need to know the specification of wire the client wants.
In order to hear that you need to have a client.

Commercial deal coming soon here in my view. Prior to production ramp. And thats going to be the BIG game changer for scon.

Superconducting wire to date has been hard to scale up production, there is more demand out there than supply for a considerable time. Companies DO need to test wire samples to see how they can use the wire in their own product designs, whether it be fault current limiters or other.

Total production capacity of the finished line is 750 kilometer wire per year, with rough revenue value of 35 million per year.

Good thing about SCON's technology is that it finally is highly scale-able


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[read_this_n0w]

"Deal with US company Opens Doors" Oct 7th 2014

"Robinson Research will use STI’s HTS wire to fabricate Roebel cable and, in partnership with New Zealand and international companies, undertake projects demonstrating the value of HTS technologies in the target magnet, generator and transformer markets" The title of this article was posted on Oct 7th, making it the most recent article summarizing the same PR from Sept 17th from STI and RRI with the only difference being the statement Above where they say RRI WILL USE STI's HTS Wire to Fabricate ROEBEL CABLE in partnership. So just like the Amp City project(Essens Ger), Manhatten cable project, Con Ed/Nexans/AMSC Chicago project, and other Projects. It appears that any orders will be for more projects until all the Parties involved(Governments, Elec. Co's, etc..) feel confident to go ahead and Build out the Technology across the world(of course they will need Supply of superior, cost effective, hts wire to do this). It will be interesting to see just what the 1st Order(s) are for(MRI, HPC, NMR, FCL, etc..). Maybe Conductus superior technology can push these projects into major implementations sooner rather than later. Remember that LS Cable ordered 3,000,000 meters(3000 kilometers) of HTS wire from AMSC a few years back to Insure an adequate supply for LS cable projects planned and expected. That order alone equals 2 STI production machines and revenue of 140M....so you can only wonder what other potential power cable company needs to insure sufficient wire for future projects. Let's start the down payments on Machines now!

[read_this_n0w]

SCON earnings nov 12th... partner/deal news soon before or soon after.. cant be far out now http://stockcharts.com/h-sc/ui?s=SCON&p=W&b=5&g=0&id=p90089240728&a=366926965


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[read_this_n0w]

$SCON PR today - still 2015 top pick

Two years late but finally turning new technology into commercial production.
Proprietary leading edge technology for high temperature superconducting wire.

Company website
http://www.suptech.com/home.php

No need for cash – They cancelled their existing shelf registration after a dilution in 2013.
First commercial deal to come coming months.

Start production in Q4 2014 and ramp up production in Q1 2015.
Now in order to do that you must have client specifications for the wire they want.. and in order to ramp production doing so… you need a commercial deal.
Which I expect in the near future now

Production process consists of three pieces of machinery. Final third stage machine installed in late august 2014, installed in September and being tuned SCON - 2015 top pick - High temperature superconducting wire
- in.
- One commercial production line of kilometer lengths has roughly capacity for 750 kilometer of wire per year
- Rough revenue projection for 750km of wire ~ 35 million dollar per year
- Highly scale-able : any new production line will take roughly 8-11 million in machinery
- Many sample wires already sent on their smaller 50meter pilot machine in the past year.
- No debt
- No existing shelf registration
- Existing warrants in place
- Fairly low volume here and about 1.7 million shorts
Technicals: low volume daily chart , nicely bottomed for this smallcap.
More interesting is the weekly chart:
http://stockcharts.com/h-sc/ui?s=SCON&p=W&b=5&g=0&id=p90089240728&a=366926965