I agree Carl. Jim has always followed through with his words and this will be no different. Lets say they announced the partner 6 months ago then imagine the time it takes for the partner to put the cells into panels then test and get it to the point where it was ready for mass production. Imagine all the questions along the way from investors about the progress of what the partner is doing and when will it be ready and what exactly are the outputs compared to current panels? All of this info would be open to the market competitors for them to see exactly when our panel is going to bankrupt them.... I THINK NOT! I think Changwan Son is spending his days in a factory somewhere right now with our partner like Kelly Johnson and the Skunk Works team at Lockheed Martin who rolled out the SR-71 for it maiden flight in Burbank, CA April 1962 to combat the Cold War and Cuban Missile crisis.
Bash me if you want but this is how I see the game changer disruptive technology 3D cell coming to the market and just in time when the tax credits likely get reduced and this technology will steal the show hands down.
Lets also not forget who Jims brother is... David Nelson F-35 Lead Test Pilot, Edwards AFB at Lockheed Martin Aeronautics