Hi JB. There has been a lot of speculation on just what Natcore will be selling down the road. Clearly we have the AR box and presumably we will sell the chemicals for the bath. The Ar box will supposedly sell for $500,000. In addition Natcore has plans to passivate black etched solar cells and either produce or "create" a process for thin film solar cells that can be licensed or sold to manufacturers with Kodak being first in line to develop them.
There's probably more but if the above is close to reality I'm starting to have a hard time seeing the gigantic profits we all envisioned last year. Based on current timelines it takes a REALLY long time to produce an AR box; (only one produced so far and we're still tinkering with it to "make sure it's perfect"). Microtec is the only manufacturer and when and if the demand picks up to say 25-50 AR boxes world wide we wouldn't have a snowballs chance of meeting the demand.
When and if we get a license to passivate black cells what do we do with them: sell more boxes that we can't produce in time for manufacturers to get the product to market? Where does the money come from in the process? licensing fees and chemicals again? Just how much money could that generate?
I still believe that Natcore has a tremendous potential but all these delays make me very nervous.We need more news about moving toward licensing, sales etc. than meaningless articles about possible expansion in the solar cell industry that is NOT specific to Natcore
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