Replies to post #5439 on Natcore Technology Inc (NTCXF)

[coin8300]

I always appreciate an article covering Natcore, but this is very speculative. We have no idea what revenue they can bring in. This author didn't even include their other sources of income like material sales. The best thing to do is just wait and see what they turn out. Their team is made up of some of the best in the business. Former head of NREL, chief scientist at BP solar, etc...I don't think these people are wasting their time. If they bring on any revenue at all the price is going to shoot through the roof (IMO) because that means there are very good odds that more contracts will keep coming in the door.

[ddjpn]

From the article:
" — all I know is that this is a small and promotional company that has to raise a few million dollars every year to keep the lights on, and the commercialization process is apparently long and difficult, particularly because all the big manufacturers (SunPower, Panasonic, et al) are also developing their own new technologies all the time. And the chatter about their designs and technology being more efficient and critical to the next phase of development is quite similar to the chatter that was floating around about this same company back in 2009… I suspect that it’s a lot easier to sell the story to investors than it is to sell Natcore’s technology to solar cell manufacturers."

I've been in and out of the stock over the past 5-6 years and am currently long, but as the writer points out, Provini's continual over-promising and never delivering has got to end.

At the 2011 New Orleans Conference Chuck said:
Over the last year we've come much closer to commercializations and ... we expect to have our machine in someone's production line probably China and / or Italy probably by the first quarter of next year (2012).

In a Seeking Alpha interview on Dec. 25th 2013 Chuck said:
"If we get the results that we're hoping for, we're planning to begin knocking on doors after the first of the year. When does that turn into revenue? I suspect that first source of revenue will be some sort of license agreement from either an equipment manufacturer or a solar cell manufacturer, and I'm hoping to have that within the first six months of 2014."

From the Nov. 16th 2014 N.O. Conference:
"We have an application that's ready to go public right NOW.... we have another application that's also ready to go commercial....."
Where do you see 2015 from your perch?
"....2 of those technologies within the next 3 to 6 months will be commercial and we'll have licensing agreements and someone will put them in their production line."

Time to show us the money Chuck.