Good points.
Deals and partnerships truly do not mean much but with one exception, they are in place and needed. Will they bear fruit? Maybe, maybe not but they are there if needed...
Emerging markets are fantastic. Cars replaced horses. Jets replaced piston powered planes. Now we have computers, lasers, cell phones, and new ways of producing electricity such as what ASTI has and is selling. Enerplex is a product that is doing well and I didn't even know about it until a few months ago. I still find owning a cell phone as fantastic, now with smart phones, smart houses...wow.
I'm no stranger to solar as in Alaska I built an alternative energy system that had three Proven 6Kw wind turbines and 36 mono silicone solar panels for a total output of 24Kw. In the recent years the changes to solar are dramatic, to say the least. Researching the process ASTI has developed is nothing short of amazing.
One of the problems I encountered with solar is that unless it was mono,(actual slices of silicone) it was worthless. Sunlight would degrade the cheaper Chinese thin's, you may know, the cover of the panel turns yellow and efficiency goes down dramatically.
This company is like thousands of others out there in countries all around the world, they are hanging on. Strange that for all the billions of people there is massive debt, struggling companies; poor leadership? Corrupt governments? Something is wrong, whatever the cause is.
You are correct about time, it is on no ones side. The current price for ASTI shows the investor sentiment and is a true indicator of the status. As with time, it will change. It will rise or fall.
This company is no different in the evolutionary process than the environment, the strong survive the weak go by the wayside. Yes, other companies have solar, or whatever product, just as they too are struggling. For example: Mighty Exxon, bastion of investing security...got downgraded. Just another example of the signs of 'time'.
Will ASTI survive? Maybe. Maybe not. It is the investor that has to decide and this investor is thinking it will, of course I may decide to buy more, sell, or wait, it all depends on what time will reveal.
Good luck on your investments, hopefully better than mine at the moment, but I'm an optimistic (censored) I like looking at the glass half full.