Well Yah and it probably has been brewing for months.
Consider this; on 6/25/12 we got the PR of the R&D request for the 5 firms but are they all running in the same time frame? I sort of doubt it. The making of a package for some of them might have started as far back as Feb. What were them guys doing for all them months when the lab was operational but nothing seemed to happen. So a final result for all 5 should not be expected at the same time. Will the company announce them as individuals at different times???
Just saying the five are probably not running on the same time line track. I might even speculate at least one of them was pretty done by the time we got the PR. In other words the price action could be being driven by fundamentals more than some would have you believe. Would an announcement of one buying influence others to follow? Everything might not be what it seems.
Another question to be pondered is who are the two from North America??? Could one of them be GE???
The other subject we ain't heard much about recently is economy of scale. Does the present methods of making a coating by most manufacturers still tie them into a linear model where no economy of scale is possible in the coating area. Only so many wafer can be put thru a machine per hour, parameters are pretty locked in, no way to speed it up. Can that be better demo'd in this request that some economy of scale is possible with Natcore's method. Maybe a lil like paper machines, first you figure out how to run it and then you figure out how to speed it up or get more capacity out the same machine by whatever.
I'm tending to think we are closer to the first decison point that most others are saying. Miserable guessing at what the price action is telling by some. If you sold at $.90 and this puppy takes off, have fun looking at the back of the bus. There are times when not too risk playing for chump change. Especially when the assumed factors / situations / conditions might not be right.
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