Fully agree on all counts -- this is a legit company with a game-changing (patented) technology in the solar space, and serious CEO with solid connections.
The Insolaire JV will clearly bare fruit .. I just hope for some better numbers than 300,000 square meters in 2014.
What do you think is a reasonable amount of royalty per m2 to SwissINSO? The Sunshot initiative (which is pretty close to achieved now, I believe) was $1 per Watt installed, for PV. One m2 is roughly 200W, so that would mean a square-meter of PV costs about $200 (material + labor), or maybe $100/m2 for the material.
It would expect $1-3 of that would be what SwissINSO could expect to get for the glass coating technology, no more.
So 300k m2 in 2014 is not a lot. I expected (and still expect / hope) that it would be more like 2-3 million m2.
We will no doubt hear about the commercial progress soon.
Market Data 
Markets 
AI
