InvestorsHub Logo
icon url

MRPANCAKE

10/21/11 5:41 AM

#1545 RE: JB3729 #1544

When discussing funding for the tandem cell;
"Natcore won't be willing to give much up for the funding. What they have is too valuable!"

True they have not given up much- very low float

Good or bad these financings usually always involve an equity stake (shares) with options. A percieved "low" stock price might be used to indicate that a deal is forthcoming. NOT in this case the volume has been so low- just retail selling.

That said I would love to see another partership deal sooner rather than later. Might be because the technology is not proven enough for a parnter to bite.

Are we all waiting for the stars to align- I would thing so who would have guessed we would be below the last P.P. at this point
icon url

nashville

10/21/11 6:18 AM

#1546 RE: JB3729 #1544

As far as funding goes for future applications (R2R/Tandem), this may be a likely source in the immediate future:

Per the company, Natcore will be applying its ARC to black silicon cells provided by NREL. This will be based on an exclusive license which is definitely something to look forward to. NREL has been looking for ways to improve its black silicon technology and it looks like Natcore will be its missing link:

NREL grants an exclusive license when a review of a field-of-use situation indicates that such a license is the best mechanism for maximizing a technology's market impact. When evaluating an exclusive license request, we consider the technology's:
Stage of development
Likely commercial investment
Interested parties.
http://www.nrel.gov/technologytransfer/nonexclusive_exclusive_licenses.html

This black silicon application alone could be a huge source of revenue for both which includes royalties based on milestones. The only competition appears to be a laser technology from SiOnyx although Solasys also has its own version:

1. Solar Industry Prospects for Black Silicon
This wide range of industrial applications will be of immense interest to solar cell manufacturers on the whole, so industry players such as Trina Solar, AUO, and Motech might benefit from licensing such technology from either NREL or SiOnyx to improve their margins on their solar products. Even newcomers to the solar field, such as manufacturing giant Taiwan Semiconducting Manufacturing Company (TSMC), will benefit tremendously from this cost-effective manufacturing process.

2. Improvements to the solar industry have traditionally been fractional in nature, but with the introduction of black silicon and improvements to the manufacturing cost considerations and electrical energy conversion efficiency rates, a game-changing step may have finally arrived. http://pv.energytrend.com/Black_Silicon

3. We are also working on integrating our black silicon application to this tool, which will make AR-Box the only machine able to grow an AR coating on black silicon.
http://www.natcoresolar.com/index.php?option=com_content&view=article&id=53&Itemid=89&pid=55

Management has done a good job preparing the field over the years...Battelle, NASA, NREL, China, Italy, etc. , but I’m pretty sure that Natcore will wait until this application is fully developed and milestones are met before a box comes out of the lab.

Also, per the company: Coating and testing should be completed next month.