Replies to post #3068 on Natcore Technology Inc (NTCXF)

[teq0904]

Any deal nxt makes with any manufacturer will involve huge volumes of product every year. The only reason they had to make the AR boxes is the manufacturers are too afraid to take a step toward innovation by junking their furnaces (no salvage value). They have stuck with what they know works so nxt had to upgrade the product.

The initial plan that used to be on their site was licensing the tech to manufacturers who would build their own AR boxes, however they misjudged the market.
I deleted the old powerpoint but think it was $50 M in royalties they were hoping for with 10% of the market for tandem. Regular cells were supposed to be maybe 10% of that but still a huge valuation. Silicon prices have dropped since then, but black and absolute black must be more valuable than just the old AR coating, especially if they get a tandem someday.
So whatever Hodge said about valuation may be true, but there is nothing guaranteed.

[CosmicRambler]

I think that is mostly speculation, we really have no clue how things might develop.

But this is all turning out to be extremely interesting.

Boeing makes a lot of the solar panels used in space craft. Apparently they are of a geramanium design. They have claimed a new design will be used as normal Earth bound power generation. Looking at them, they all appear blue in color. Could Natcore offer something there to turn them black??? Again who are those guys in North America??? Just a couple of the very right guys buy in blow the doors off the stock instant quick.

The whole thing is getting extremely interesting. Forget a bunch of theory, you got something, bring it, tell us what you want. We can actually run it in real life, give you a working sample.

That is what real production type peeps want. You might sell top brass, engineering types with a bunch of talk but the guys in the factories (Production Managers) want to see it in action. Did Natcore allow reps of the companies to be in the lab??? Wowzer selling type points, this is how you do it. Hey, you can buy the stock too, make some nice money on the side, tell your buddies. Beats trying to pump up your expense account report.

Plus this is sort of what the machine looks like. Can be tailored for different folks. Who to build them??? How many can MicroTech do at once??? Will there be a waiting line, what determines your spot in it??? Any real deal requires this type of ability to see stuff very hands on.

So in a way I think it is just getting started. Everybody who is anybody at some point probably would want to see what is this all about. How could we use it?

So I tend to think the word is getting around, maybe within the technical types and industry insiders. The price action might not be just because some newsletter jockeys are hawking the stock.

Some of the buyers might not even be in the USA, if you are involved in some manner, that can spread in its own grapevine. The more folks involved the bigger the grapevines get. The volume of shares moving is pretty tiny in the overview.

My general view is you learn as it develops and don't think you have all the answers yet. Plus all that trading crap, you probably get it wrong as much as right. I have no problem just holding and I got enough to really make a difference. Who cares what somebody else is doing, I sure don't.

The bottom line if I had to guess, we are not months away from good news. You never know, Obama might even pour in some money. He would sell his momma for another vote. USA based, wants to create US jobs, would make one smashing photo op. Making it in the USA. Does he need votes in NY, sure would appeal to the Green crowd everywhere.

Big off day for the overall market, stock showed a lot of strength. More so, I think it is more than what some newsletter jockeys can generate, most of that crowd tends to grab quick profits and run to the next one being pitched.

All this so far and the major or mainline media ain't got a clue. What happens if we become a media darling?? I'm liking it. Kicked back and going for the ride. Bring it on.