In regards to long distance management and the time scale of my graph.
Responding to both of your points in this post:
1. You are correct that companies often have leadership in one area and operations primarily in other areas. But in those cases there is a team of people working at the headquarters there. Jim moved the headquarters (where the company is managed) and yet did not move himself along with it. This is essentially an admission he is not at all essential to the operations of the company. It's just Jim Nelson at his house by himself going to conferences trying to sell more shares (unsuccessfully) and getting mad at bloggers on conference calls. The only reason this company hasn't been driven into oblivion is that Abe and his crew at SUNworks have done a miraculous job growing their side of the company. I give them credit where credit is due for that. Even the people here making the bull case admit that Jim Nelson is practically useless when it comes to managing installation companies as a defense for why he isn't doing it. Jim is on record many times in the past claiming that the entire business model of solar installation combined with government subsidies doesn't work, including testimony before Congress in DC.
Unfortunately because Abe has been so competent and successful running his side of the business over at SUNworks it exposes how beyond worthless Jim Nelson is to the company. He is basically raking in millions of dollars of your money for:
1. Hiring a one post-doc at UCSB, paying him very little money, and telling him to revolutionize the entire Solar industry and economics of energy in general.
2. When somehow this doesn't happen he decides to spend all of them money he was able to convince people to pay him for telling ChangWan to make the cell (the vast majority of company expenses prior to 2014 were to pay for Jim Nelsons salary, very little went to R&D) and use it to buy SUNworks.
Buying something with someone else's money and then selling all of your shares before giving yourself more isn't exactly that difficult to do. Jim Nelson is dead weight and taking you all for a ride, and to a certain extent anybody else who does business with them. I don't blame the SUNworks guys for forcing a change in those p-notes I wrote about recently, I blame the company being negligent in disclosing their effects.
If the board got rid of Jim Nelson and replaced him with Abe that would go a long way towards allowing some appreciation of your investments here. That will never happen because 4 of 7 members of the board are:
1. Jim Himself
2. His Lawyer
3. His wife's cousin
4. A guy he worked with for a long time
2. As far as your second point related to the timeline of my chart, it goes back to Q3 14, and I didn't even know about this company until the end of Q1 15 so I think the timeframe is ok?
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