My take on it? It is phenomenal and daunting at the same time. It is very sound in principle, and in my opinion, works, at least for me. I have no idea where this company is at, but to me, this is the first energy technology that is not stone age. Geothermal, wind, oil, hydroelectric(traditional) nuclear etc... are prehistoric in comparison. At least for me.
But billions, perhaps trillions has been spent on economies of scale. Huge factions and politics are at work here. And that is why until I talk with management, I have no idea whether they have any capability of getting this going.
Creating this technology and administering it in third world markets is actually brilliant, and what I would do, if I didn't have any significant sway and power here.
Additionally, I suspect there is a plan to bring out www.nanosolar.com out in the new year and take it public and create a whole new BULL MARKET a la internet stocks in 96-2000. I could be wrong, but that is what my indications tell me. NanoSolar would come out like a google. And all these alternative companies would fly. Not etched in stone, but that is what my tea leaves are telling me.
In my opinion this company's technology is more rad, than nanosolar. But that DOES not mean this is going to do well in the market. Not necessarily.
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