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DDhawk

05/23/11 1:03 PM

#6488 RE: rondo83 #6487

I wouldn't be getting too carried away w/ those expectations if I were you...most good things start w/ 'baby steps'...you have to learn how to walk before you can run ...that's just how it is, in most instances. 100kg/day ? Maybe someday but as far as I can determine, that's far more than the market can bare at this point. I'll be most happy to be proven wrong but in the interest of 'not' expecting too much...I'll be keeping my expectations at a much lower level for now.
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crunch55

05/23/11 1:14 PM

#6489 RE: rondo83 #6487

Ya ok..let's get real..the reason Steve wants to be able to produce 100kg / day is because that is what it will require to supply a solar project of any size.The microreactors are ready to accomplish this goal once they sign contracts.This is what I am expecting to hear when news is released.Where we are in this progress is any ones guess but from the past 10k and Dr.Bobs statements we must be close.
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ripster

05/23/11 1:20 PM

#6490 RE: rondo83 #6487

When you say, "they said they're producing 100kg/day" - who are you referring to as the "they" in that statement? can you link the 8k?

I can assure you that this type of announcement would have fallen under the Finra/SEC rules for disclosure but I can't find it.

Can you provide the link? Thank you,

NOTE: any substantial material event must be reported by the company within 4 days of it's occurrence. Exempt from this rule are usually items like LOI's or MOU's - unless they are "binding" and even then usually a "non-refundable" deposit, suggesting true commitment needs to be there.
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ripster

05/23/11 1:40 PM

#6491 RE: rondo83 #6487

Rondo, a second note - once they are producing 100kg/day the price of qd's will fall. If you have read any of their materials it is the company's belief that if they can reach the point where they are producing substantial quantities of quality qd's that THEIR goal would be to see the cost per gram or kg for that matter, be a very small fraction of the number that you quote.

It is their desire to see this happen as it will permit them to participate in a variety of applications and BECOME the a) cost leader and b) major market participant. As others seek ways to compete, and trust me it's really hard to compete with the cost leader, they can increase their market presence through a variety of paths. Licenses, etc.

I think it would be an error for one to think that all volumes would be sold at 10,000 skins per kg.