Re: >As far as I know, ENER does not have patent protection for thin film solar. So the idea that it will get license fees from others for thin film technology is in error.
Did you just fall off of a turnip truck?
No, having thin film PV per se may not be patentable.
What is more important is that they DO have patents on the processes and machinery to produce thin film.
Do your homework for a few months and then kindly report back.
(Hint: If you can find any other company that can effectively accomplish semi-conductor "clean room" fab in what is essentialy nine rooms arranged back to back in a seamless, non-stop, deposition chamber process to build the equivalent of what ECD build a mile and half at a time then let me know.
And, so, if you don't know if ENER has patent protection you are either hopelessly ignorant, un-motivated and/or ill-informed.