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First Solar, Inc. Message Board

jackgotney 23 posts  |  Last Activity: Jul 20, 2016 9:53 AM Member since: Nov 19, 2009
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  • Reply to

    2Q Sales & Marketing

    by luke_sky_walk_er Jul 12, 2016 10:43 AM
    jackgotney jackgotney Jul 20, 2016 9:53 AM Flag

    This link wasn't coming up but now it is. I don't like the new 'conversations' board because there is no rhyme or reason to where Yahoo inserts your messages. Most recent messages should automatically go to the top. Any Sophia check out the latest News from Monday. Naarmaan has decided to be our first European customer branding their products with out tap and co-marketing the products globally. They are converting over their filler machines to insert our tap instead of their old taps. They are a big global Dairy distributor headquartered in Europe. I hope this can bring us to break even - no more dilution!

  • Reply to

    Valuation

    by luke_sky_walk_er Jul 1, 2016 11:30 AM
    jackgotney jackgotney Jul 8, 2016 1:51 PM Flag

    Just to be fair, you should say that today we're 7.4 cents closer to infinity and unbounded wealth. Buy buy buy.

  • IMPORTANT PATENT APP!
    United States Patent Application 20160197227
    Kind Code A1
    Forrest; Stephen R. ; et al. July 7, 2016
    THIN FILM LIFT-OFF VIA COMBINATION OF EPITAXIAL LIFT-OFF AND SPALLING
    Abstract:
    The present disclosure generally relates to thin film liftoff processes for use in making devices such as electronic and optoelectronic devices, e.g., photovoltaic devices. The methods described herein use a combination of epitaxial liftoff and spalling techniques to quickly and precisely control the separation of an epilayer from a growth substrate. Provided herein are growth structures having a sacrificial layer positioned between a growth substrate and a sacrificial layer. Exemplary methods of the present disclosure include forming at least one notch in the sacrificial layer and spalling the growth structure by crack propagation at the at least one notch to separate the epilayer from the growth substrate.
    [0019] ...Epitaxial liftoff ... can be a slow process .. taking hours or ... days to complete... there is a need to introduce new thin film liftoff methods that are fast and precisely controlled.
    [0020] The present disclosure addresses this need by combining epitaxial liftoff with spalling. Spalling is a fast liftoff process that uses crack propagation assisted by a stressed layer. The stressed layer induces a stress in a substrate, and the induced stress guides a crack in a direction parallel to the interface between the substrate and a thin film layer. Spalling alone, however, suffers from disadvantages such as the inability to precisely control the cracking interface. For example, deviation at the cracking position during spalling can be on the order of a micron. The inventive methods of the present disclosure combine epitaxial liftoff and spalling techniques for fast and precisely controlled thin film liftoff processes, whereby crack propagation is controlled at the sacrificial layer, resulting in a controlled cracking interface.

  • Reply to

    Valuation

    by luke_sky_walk_er Jul 1, 2016 11:30 AM
    jackgotney jackgotney Jul 7, 2016 10:52 AM Flag

    Everyone worries about China. They are the rip off capital of the world with no respect for patents. That culture stems from the that China always considered patents to be public property and government owned. This is contrary to international practices and is changing. So the free for all, your invention is my invention, attitude is changing. But traditions and attitudes are hard to break and copycatting continues like a flood after the rain. I get the feeling if Pepsico wants us to manufacture for them, it is unlikely there will be copycatters popping up. We are establishing relationships with the big companies over there. So there could be knock offs in the future but it shouldn't impact anything that we develop on a large scale with the large distributors.

  • jackgotney jackgotney Jul 7, 2016 9:30 AM Flag

    I agree. Also as an FYI - they are well aware and are giving that most of their focus.

  • Reply to

    Valuation

    by luke_sky_walk_er Jul 1, 2016 11:30 AM
    jackgotney jackgotney Jul 6, 2016 3:35 PM Flag

    IDND doesn't seem to have an extensive patent portfolio with only a handful of patents as far as I could see. I think once we start getting ahead financially we should prbably try to tighten up our IP and maybe expand it through directed contracted R&D. Until then we have some barrier to entry advantage which is our proprietary expertise & experience, including our executive network connections, highly refined, unique, and difficult to copy, product, and a number of other related offerings. The current offering gives us an advantage in marketing which even we didn't have 3 or 5 years ago. Pepsico who at first had the notion of doing it all themselves, decided to let IDND handle the manufacturing end because (at least I seem to remember from the report) it was more difficult than they'd anticipated. That said we are still waiting for those orders from Pepsico aren't we. Didn't we anticipate that we'd have orders flowing in by the end of last year? Anyway isn't Dohler sending them samples at least? I hope they like what they see, the advantages it will bring to the table for them.

  • Reply to

    Valuation

    by luke_sky_walk_er Jul 1, 2016 11:30 AM
    jackgotney jackgotney Jul 5, 2016 4:33 PM Flag

    I agree it is speculation but not totally baseless. We are currently priced at .40 to .50 based on being nearly but not quite breakeven and for being a pink sheet stock. We need another customer and some positive earnings to go with it to get over $1.00. If we did that we'd not only be at a higher price but we be more liquid there. I think we can do it. We have seen some positive changes since Tom Shaver has taken his position as CEO. I have a more positive outlook than Sophia in that even though I am disappointed in the operating numbers, the bottom line is we need another big customer, and I think we are better positioned to do that than ever before. More than one ould be like cake icing as our revenues and margins would improve the more we sell. Keeping my fingers crossed and not giving up. We have a new, well connected and experienced, CEO with relevant strengths. I like the steps we've taken since 2013 and it should not be long before we are rolling finally. If you just look at the bottom line it doesn't look like this company is going anywhere. But I believe that should be changing within the next year, and I believe it will be worth the wait. I have been in since 2011 and have a lower average price of .33 but others have waited longer and are undestandably frustrated but the past can both help and also cloud the perception of the present so we have to be careful to crack through to reality, good or bad. I see some negatives but all in all I see nothing to stop them now from locking in a few more customers in the next 12 months to 18 months and that should translate to a better bottom line and stock price. So speculation? yes. My 2 cents.

  • United States Patent 9,385,348
    Forrest , et al. July 5, 2016

    Organic electronic devices with multiple solution-processed layers

    Abstract

    A method for fabricating an organic light emitting device stack involves depositing a first conductive electrode layer over a substrate; depositing a first set of one or more organic layers, wherein at least one of the first set of organic layers is a first emissive layer and one of the first set of organic layers is deposited by a solution-based process that utilizes a first solvent; depositing a first conductive interlayer by a dry deposition process; and depositing a second set of one or more organic layers, wherein at least one of the second set of organic layers is a second emissive layer and one of the second set of organic layers is deposited by a solution-based process that utilizes a second solvent, wherein all layers that precede the layer deposited using the second solvent are insoluble in the second solvent.

    In organic electronic devices such as organic photovoltaics (OPVs) ..(etc.) it is common to utilize multi-layer structures. While this is typically a simple process for vacuum-processed films, problems arise for solution-processed films. When multi-layer structures are fabricated from solution-processed films, the underlying layers can be re-dissolved, as orthogonal solvents are uncommon.
    While this is typically a simple process for vacuum-processed films, problems arise for solution-processed films.

    Here, the inventors present a method of decreasing the re-dissolution of underlying organic layers by incorporating solvent vapor annealing (SVA). The inventors have devised a compound protection layer scheme to allow solution processing of multi-layer organic film structures. The process scheme is useful where orthogonal solvents are not available. The process scheme can be useful for such technologies as fabrication of OPVs and OLEDs as examples.

  • Reply to

    Progress Report: Mexico vs. China

    by luke_sky_walk_er Jun 2, 2016 1:20 PM
    jackgotney jackgotney Jun 9, 2016 3:05 PM Flag

    You should probably ask Tom or Greg if you want a definitive answer. But guessing, it may have been difficult to get anyone in the USA to do this due to lack of FDA approvals for use of our tap with ambient temperature dairy dispensing. Also until recently we did not have 'easy retro-fitting kits' for integrating our aseptic tap into existing filler machines and factories. I believe this may be what enabled Dohler to quickly produce BIB samples with our tap for NFC juices. Maybe Dohler doesn't produce this type of packaging for Dairy. Naarman (if I remember correctly) the leading German Dairy producer may have decided this may be a desirable enhancement and was able to fill this (Dairy) gap for us. Dairy is a huge (major) market for us and definitely would be a major beneficiary of our tap, probably even moreso than NFC, and needless to say we would be a beneficiary of its wide adoption. Being able to produce samples of D5 Gallon Dairy BIBs with our Answer tap on demand is fantastic so now testing of shelf life and so forth is made easy. Time to market much shorter. This year new contracts, penetration into major international markets?

  • Reply to

    Progress Report: Mexico vs. China

    by luke_sky_walk_er Jun 2, 2016 1:20 PM
    jackgotney jackgotney Jun 9, 2016 9:08 AM Flag

    If it doesn't happen soon, I don't think the IDND management would be to blame. Reading the history of the company is a story of determination and vision and sound strategy. I believe we are or should be on the cusp of breaking even in the next year. Many of our challenges, set backs, so far were due to things that just were not under our control (speaking for management as a shareholder I guess).

  • Reply to

    Check the Nanoflex IP page

    by jackgotney Jun 7, 2016 2:28 PM
    jackgotney jackgotney Jun 9, 2016 8:48 AM Flag

    I don't know the answer to that, but they don't respond to calls left on the IR number and no one ever answers the phone anymore. It isn't a good sign. But they consider themselves to be 'busy' not quiet. Busy funding research that is. They now should be busy commercializing it and marketing it, branding the company. But you can't be exactly quiet if you re #$%$ that! Were Brillo, Cheerios, Spearmint, Coca COla, GE, AAPl, quiet when establishing their product and brand?

  • Reply to

    Progress Report: Mexico vs. China

    by luke_sky_walk_er Jun 2, 2016 1:20 PM
    jackgotney jackgotney Jun 8, 2016 3:21 PM Flag

    Yours is the almost best scenario where we sign someone up and it gets announced in the next 3 months (the best feasible one being that we already signed on a new big customer and just don't know it) and mine is the almost worst, that we have to wait 3 more years for our next big customer (the worst being we just totally fail and Greg gets arrested for being a #$%$ and Sophia has been right all along and we all look like idiots as she marches to the nearest poor house). If we do sign on a big customer, we have to double capacity and I think we will see some kind of significant financing announcement as the first indication we need to double capacity. In fact if we double capacity we should do it in such a way that doubling it again will not cost as much (make it capacity expansion easily scalable by design).

  • Reply to

    Progress Report: Mexico vs. China

    by luke_sky_walk_er Jun 2, 2016 1:20 PM
    jackgotney jackgotney Jun 8, 2016 11:32 AM Flag

    A little longer is maybe up to 3 years? I feel if they can't get a big customer by then, then I have misjudged their prospects and abilities. If literally nothing happens between now and then, I will begin divesting, maybe 5000 to 10000 shares at a time so as not to affect the market. But three years should be plenty of time. I expect things to start hoppin and jumpin by the end of this year based on the most recent shareholder letter. I feel positive, but I have waited 5 years for breakeven. Things have improved since then and at .50 I have an unrealized gain of about 50%. I should take some profits here but at this time I think the best is yet to come. I am less optimistic than some here but think there is a good chance that some of these dominoes will fall we will hit $3.00. So that is my price target. $10.00, $30.00? Good luck. It is hard to say what the future holds and what one will do though. My current plan could change but that is a little more detail on how I am thinking. A sale at $5.00 or $10.00 someday? Not impossible.

  • In the IP tab on the NanoflexPower page:

    "We have been quiet over the past twenty years, but we have been very busy.

    NanoFlex's sponsored research programs with the University of Southern California and the University of Michigan have resulted in an extensive intellectual property portfolio covering materials, architectures, and fabrication processes for organic and inorganic flexible, thin-film photovoltaic technologies.

    NanoFlex has exclusive worldwide commercial license rights to all of the patents and their attendant technologies. We believe that this positions us as the gate keeper to any efforts to develop and commercialize either cost effective and flexible thin film Gallium Arsenide modules or small molecule organic photovoltaics."

    'Quiet' is an understatement! IMO they should do a little chest pounding. Even under this unsuspecting headline, 'Materials for Multi-exciton generation' (what typical ionvestor wopuld know what this means?), you find out for example (only if you click) they have an architecture that can virutally double the amount of light collected through singlet fission, lifting the theoretical conversion efficiency limit for a 'single' (i.e. non-tandem) cell to 45%.:
    "In order to prepare solar cells with efficiencies higher than theoretical limits, researchers have turned to multi-junction cells, however, these cells are very expensive. An alternate approach is to collect the high energy part of the spectrum, and double the energy collected from this part of the solar spectrum using singlet fission materials which absorb high energy light and generate two excitons for every photon absorbed, thus doubling the light collection efficiency. This approach has the potential to give a single solar cell a 45% efficiency, without increasing the cost to produce the cell."

    They have a lot of truly next gen technology in their portfolio that could have significant impact on the solar industry. Some, if not most, of this is newsworthy.

  • Reply to

    Progress Report: Mexico vs. China

    by luke_sky_walk_er Jun 2, 2016 1:20 PM
    jackgotney jackgotney Jun 6, 2016 5:33 PM Flag

    So far I am glad I have not listened to your allegations and repeated assertions similar to these that might have led me to panic and sell if I had believed them. Anyway I hope the price of IDND and the strategic positioning of the company keep improving each quarter despite your fears which seem to be based in obsolete references to the distant past and how long you have had to wait to get until now. You are stating things you can't be sure of as fact. Anyway. Good luck. I am willing to wait a little longer even if you aren't.

  • jackgotney by jackgotney Jun 3, 2016 11:01 AM Flag

    Kind Code A1
    Forrest; Stephen R. ; et al. June 2, 2016
    GROWTH OF ORDERED CRYSTALLINE ORGANIC FILMS

    Abstract
    There is disclosed methods utilizing organic vapor phase deposition for growing bulk organic crystalline layers for organic photosensitive devices, heterojunctions and films made by such methods, and devices using such heterojunctions. There is also disclosed new methods for manufacturing heterojunctions and organic photosensitive devices, and the heterojunctions and devices manufactured thereby.

    it would be beneficial to retain the advantages of an ordered bulk heterojunction...One means to addressing the low mobility of charge carriers in disordered organic films is to deploy processing approaches that create order and crystallinity in the organic materials. U.S. patent application Ser. No. 11/880,210 incorporated herein by reference, provides one such means...crystalline organic regions forming high conductivity networks for charge extraction. This cell retains many of the benefits imparted by the use of crystalline materials, including lowered resistance, combined with the high surface area of bulk heterojunctions ...

    Summary:
    New methods utilizing (OPVD) for growing bulk organic crystalline layers for organic photosensitive devices, heterojunctions and films made by such methods, and devices using such heterojunctions and films are disclosed....new methods for manufacturing heterojunctions and organic photosensitive devices, and the heterojunctions and devices manufactured thereby, are also disclosed.
    Finally, crystallinity over large areas should lead to more stable materials by avoiding metastable mixtures as represented by the bulk heterojunction architecture, leading to PV cells with practical operational lifetimes.. high efficiency cells .. can then be generated at low cost using the lightweight, flexible substrates afforded by ..low processing temperatures characteristic of organic thin film materials.

  • Reply to

    Progress Report: Mexico vs. China

    by luke_sky_walk_er Jun 2, 2016 1:20 PM
    jackgotney jackgotney Jun 3, 2016 10:34 AM Flag

    If one big kernel pops we have to double capacity. I hope we can finance these 'pops' with debt that gets more than paid off by the increase in revenues. That would be the smart strategy IMO.

  • Reply to

    Check The Report!

    by jackgotney May 31, 2016 11:05 AM
    jackgotney jackgotney Jun 2, 2016 10:31 AM Flag

    If she offers 90,000 'AON' at .50 and there is not a matching bid for the same amount or higher it won't execute.

  • Reply to

    UP $.28 ON 4,000 SHARES TRADED.

    by rawco Jun 1, 2016 2:32 PM
    jackgotney jackgotney Jun 2, 2016 9:35 AM Flag

    I remember when I owned PANL (now OLED) and before it became a liquid high volume stock, someone basically walked it up into the 20s and back to the single digits several times, while there was nothing to rationalize these moves with. You just had to have an idea when it was happening, when to buy and sell. It is not difficult to influence a stock like this with such a wide spread and small registered float. If you bought 10,000 a day for 5 days the stock would likely go to the high 20s. But there is little stock available to buy, and not much buying interest or investor awareness do to the absolute lack of communication practiced by management. They no longer even respond to phone calls. So all that is at play is the supply and demand force(s), but I am waiting for them, the company, to finally effect some true positive fundamentals and publish them so we can have investor interest driving the stock price. A license, another JDA, (i.e. $$$$). They have little cash and don't know how to do a big boy raise so they need to actually do their job and commercialize the IP. That's all they have to do if they wish to consider their exorbitant compensation 'earned'.

  • Reply to

    Check The Report!

    by jackgotney May 31, 2016 11:05 AM
    jackgotney jackgotney Jun 1, 2016 10:21 AM Flag

    I don't know they haven't but I would like to know if they have. I'm confident if they sign up a big customer they will announce as soon as they can. Sometimes they have to negotiate just what they can publish considering what is proprietary and the respecting the interests of the customer.

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