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First Solar, Inc. Message Board

jackgotney 116 posts  |  Last Activity: 21 hours ago Member since: Nov 19, 2009
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  • Reply to

    Pepsi

    by dzwicker1 Aug 28, 2015 11:35 PM
    jackgotney jackgotney 21 hours ago Flag

    Erchitect67, The notion hat the launch would happen in 2015 came from PepsiCo
    and I think that is why I had higher hopes we would not be disappointed (from
    the 1st quarter report):
    "Notwithstanding the delays related to the Tingyi integration
    in China, both PepsiCo headquarters and
    PepsiCo China have stated that The Answer®
    will “absolutely” be launched in 2015...
    PepsiCo reiterated that a 10-liter bag
    with The Answer® continues to be its most costeffective
    way of delivering beverages anywhere
    in the world; and that certain products catering
    to the Chinese palate have been specifically
    designed for the program."

  • Reply to

    Pepsi

    by dzwicker1 Aug 28, 2015 11:35 PM
    jackgotney jackgotney Sep 1, 2015 9:13 AM Flag

    It was a little ambiguous so I don't blame you for that interpretation. I think that might have been the second unnamed Chinese entity that was expected to launch this year. He did not state either way whether or not PepsiCo was still on track though the absence of a status on that big elephant in the room was visibly apparent. He did state he 'anticipated orders as 2016 approaches'. How do you know that isn't PepsiCo? The ramp he expected to happen in mid-2016 may have been the other unnamed entity which he previously expected to ramp by year end 2015 ('a major multinational food and beverage company'). Also I feel that the story with Engro foods is a big one but that also has a mid 2016 launch depending on a letter of intent as precursor to a 'sweeping' agreement to distribute products throughout Pakistan. Also we are using Dohler to produce and ship protoypes (for example 10 litre Apple Jiuce boxes with the Answer) to Al Rabie (testing scheduled to completed by 2016) which is a decent improvement. It is all progessing at a slower pace than we'd like, but we are expected to understand that is the nature of the beast. I am assuming it will take extraordinary patience but we should be able to achieve the $1.00 and even $2.00 range within 24 months if all continues to move along at this glacial pace.

  • jackgotney jackgotney Aug 31, 2015 3:12 PM Flag

    Pholedphan,

    This off Topic to OLED but related to OLED's'sister' company, OPVS. OPVS just signed their first JDA. Revenue was not mentioned but I suspect a little revenue was provided upfront. This is good news for all longs imo! I see more shares are available now than ever to. You can see the second level order book on otcmarkets. It is still relatively very cheap next to OLED IMO. The company has about 750 patents *(domestic + Intl (granted and pending);

    Filed today:
    Item 8.01 Other Events.
    On August 26, 2015, NanoFlex Power Corporation (“we” or “our”) signed a Joint Development Agreement (“JDA”) with SolAero Technologies Corp. (“SolAero”). The JDA provides for the joint development of Gallium Arsenide (“GaAs”) solar cells utilizing our proprietary manufacturing processes in conjunction with SolAero’s advanced high efficiency solar cell technologies.

    Jack

  • jackgotney by jackgotney Aug 31, 2015 2:01 PM Flag

    Item 8.01 Other Events.
    On August 26, 2015, NanoFlex Power Corporation (“we” or “our”) signed a Joint Development Agreement (“JDA”) with SolAero Technologies Corp. (“SolAero”). The JDA provides for the joint development of Gallium Arsenide (“GaAs”) solar cells utilizing our proprietary manufacturing processes in conjunction with SolAero’s advanced high efficiency solar cell technologies.

    Congrats to us Longs !!!

  • Reply to

    Pepsi

    by dzwicker1 Aug 28, 2015 11:35 PM
    jackgotney jackgotney Aug 31, 2015 1:40 PM Flag

    At least this one statement: ""we expect to have significant accomplishments
    to announce in the very near future.”" leads me to think we will hear an announcement before the next report.

  • Reply to

    Pepsi

    by dzwicker1 Aug 28, 2015 11:35 PM
    jackgotney jackgotney Aug 31, 2015 11:10 AM Flag

    This is new from the last report - it is enough to
    keep me from selling for now:

    "we expect to have significant accomplishments
    to announce in the very near future.”
    'anticipated orders as 2016 approaches'
    'A major multinational food and
    beverage company is moving toward a launch
    of tea, soy, and peanut milk products with The
    Answer® in China anticipated for mid 2016.'
    In May they met with PepsiCo as well as Döhler, Nestlé, Huiyuan (the
    largest privately held juice company in China),
    and Coca-Cola..

    In June 2015, the head of marketing for Engro
    Foods visited Mr. Abbott in New York City to
    discuss the project. IDC and Engro Foods is
    now currently in the process of signing a letter of
    intent, the first step in what will amount to a
    sweeping agreement to introduce The Answer®
    throughout Pakistan anticipated in Q2 2016.
    The letter of intent will include infrastructure
    investments and guaranteed minimum volumes
    that are sizeable in year one and ramp up
    significantly in subsequent years. Both Engro
    Foods and IDC believe that a large-format aseptic
    packaged equipped with The Answer® creates
    a number of new distribution possibilities for
    foodservice and retail, in a country that is both
    vast and lacking in a cold chain infrastructure.
    The Company believes Engro Foods is a key
    strategic account for its technology.

    Al Rabie, an exclusive Tetra Pak producer,
    continues to express excitement over being able
    to target institutional customers for the first time
    thanks to The Answer®. Samples of 10 Liter NFC
    Apple Juice with The Answer® were produced by
    Doehler China and shipped to Al Rabie for market
    test evaluations. This market test evaluation is
    the final phase of their internal process in order
    to approve the platform and market launch
    within the GCC. We anticipate the market test will
    be concluded by Q4 2015.

  • Reply to

    The down trend is over for OLED

    by serfbum1 Aug 21, 2015 2:04 PM
    jackgotney jackgotney Aug 27, 2015 2:13 PM Flag

    Yes..stockbug... I think everyone felt for him as he had bought it at the peak of its first spike to 38 and was in the red for years lamenting all the while. He was a likeable downer, a victim anyone with any significant investing experience could relate to. I am now in OPVS - I see there are 1300 shares available at 2. I think the stock is worth 4 times that but there is no PR'ing going on for the time being and some private investors are finally able to liquidate some of their shares on the market. I think once they have all the ducks in order they will be putting out the wires or PRing or whatever you call it...waving their flag. I would be buying OLED here but am waiting until I can raise more cash.

  • Reply to

    hold

    by countryside81 Aug 26, 2015 11:19 AM
    jackgotney jackgotney Aug 26, 2015 1:09 PM Flag

    I think it's a bit overdone. Pt can't stay down here for too long. It was expected to drop due to ETF selling, and there was a technical hard bottom speculated to be at about 800 and those extremem technical projections are speculative as are forecasts that Pt will be in the 1400s by the end of 2016. It is expected to be bolstered by supply demand forces once that abates. So I was baffled why it fell below .70 given that they have locked in their financing, timely I might add, and are going to be producing at Bushveld in less than 6 months. PLG is capitalised at under $300 million but is sitting on 30 to 40 million ounces of low cost minable Pt (equivalent). I don't own any and sold it all at .43 because I was flustered as to why it was sitting there so long. If I can cash out of one of my other investments soon enough I would be buying here. Some things don't make sense, like this market in general is driven by a manic electronic herd mentality. Ultimately I think the best thing to do is determine what the future net cash flows will be and value the company based on that and then see how it compares with the market valuation which can be a sub intelligent calculation.

  • Reply to

    2Q 2015 Quarterly Report

    by hair_pie_face Aug 21, 2015 11:44 AM
    jackgotney jackgotney Aug 26, 2015 11:23 AM Flag

    np - but cheerleading IDND may not be more productive than asking a house cat to do something for you. Being a finder of factoids on IDND is like being an archeologist and often meets with disappointment if yu are looking for something substantial. I went back to the video from the China May exhibit and couldn't get any more detail. The new package is blurred and that mystery company sounded a little bit like 'Sut cahs' or maybe 'suit case' which is a stretch. The MNC appears to be just an Acronym for Multi Nat'l Company. I can't read the Chinese that goes along with the presentation. I agree, it would be great if we got a meaningful update in this report, which should be out soon. The 2nd qtr report has never come out later than Aug 31st from what I could see.

  • This invention (also through OPVS sponsored research as were the previous two posted) was recently published in Nature (the British science journal where PHOLED was originally published)- by SR Forrest - this was the overview:
    "
    Practical solar energy solutions must not only reduce the cost of the module, but also address the substantial balance of system costs. Here, we demonstrate a counter-intuitive approach based on gallium arsenide solar cells that can achieve extremely low-cost solar energy conversion with an estimated cost of only 3% that of conventional gallium arsenide solar cells using an accelerated, non-destructive epitaxial lift-off wafer recycling process along with a lightweight, thermoformed plastic, truncated mini-compound parabolic concentrator that avoids the need for active solar tracking. Using solar cell/concentrator assemblies whose orientations are adjusted only a few times per year, the annual energy harvesting is increased by 2.8 times compared with planar solar cells without solar tracking. These results represent a potentially drastic cost reduction in both the module and the balance of system costs compared with heavy, rigid conventional modules and trackers that are subject to wind loading damage and high installation costs.

  • Also a recent article titled "Symmetry-Breaking Charge Transfer in a Zinc Chlorodipyrrin Acceptor for High Open Circuit Voltage Organic Photovoltaics" shows we have achieved 1.33 open circuit voltage.
    FYI - I haven't seen a demonstration of an open circuit voltage higher than 1 with OPVs until this.
    "Low open-circuit voltages significantly limit the power conversion efficiency of organic photovoltaic devices... Here, we present an alternative approach to improve the open-circuit voltage through the use of a zinc chlorodipyrrin....as an acceptor, which undergoes symmetry-breaking charge transfer at the donor acceptor interface. These cells exhibit open-circuit voltages of 1.33 V compared to 0.88 V for analogous ... devices. ... ZCl as acceptor gives a CT state energy of 1.70 +- 0.05 eV in the corresponding device structure. In the ZCl device this results in an energetic loss between ECT and qVOC of 0.37 eV, substantially less than the 0.6 eV typically observed for organic systems and equal to the recombination losses seen in high-efficiency Si and GaAs devices. The substantial increase in open circuit voltage and reduction in recombination losses for devices utilizing ZCl demonstrate the great promise of symmetry breaking charge transfer in organic photovoltaic devices."

  • From a paper published at OCM site: We present multi-junction small molecule organic photovoltaic (OPV) cells with efficiencies over 11%. The devices consist of two or three, vacuum thermally evaporated planar-mixed heterojunction sub-cells with minimal absorption overlap between the cells. By introducing a transparent interconnecting layer, a dual element (tandem) cell achieves a power conversion efficiency of 10.0 ± 0.5%. We further improve the cell performance by adding an additional (3rd) sub-cell that absorbs at the second order optical interference maximum within the stack. The triple-junction cell significantly improves the quantum efficiency at shorter wavelengths, achieving a power conversion efficiency of 11.1 ± 0.5%, which to our knowledge, is the highest reported for a multi-junction OPV cell in the scientific literature.

  • Reply to

    2Q 2015 Quarterly Report

    by hair_pie_face Aug 21, 2015 11:44 AM
    jackgotney jackgotney Aug 24, 2015 3:07 PM Flag

    Just to point out a couple factoids related to IDND:
    1. IDND is now trading at only about 70% of its Enterprise value which is where it becomes attractive as a takeover target.
    in Wiki: "Enterprise value is calculated as market cap plus debt, minority interest and preferred shares, minus total cash and cash equivalents. Think of enterprise value as the theoretical takeover price. In the event of a buyout, an acquirer would have to take on the company's debt, but would pocket its cash."
    IDND's Enterprise value in share terms is $0.47 as inferred from Yahoo data.
    2. Also Short Interest is at a 7 month low at 486 shares. Note: it was 0 in January and went as high as 19,000 shares in April. Good luck!

    One last thing which I forgot to recall in my last passive introverted diatribe: We did have a slight flurry of excitement around the China presentation by Dohler which was PR'd. I don't want to discourage communications by not giving credit where it's due.

    PS on dec 2014 we had 80,813,000 shares outstanding and a float of 33 million. I guess we can extrapolate the cost of the recent $1.5 million at OTC updated the outstanding shares. If it was at .42 as most previous shares were, then we should see the outstanding jump by 3.5 million. But for this amount, maybe they made it even more attactive for example a jump of 4.5 million shares would imply about a current market price of 34-ish cents. I hope it is put to good use. We don't want to reach the limit of shares we can issue.

  • Reply to

    2Q 2015 Quarterly Report

    by hair_pie_face Aug 21, 2015 11:44 AM
    jackgotney jackgotney Aug 24, 2015 1:58 PM Flag

    It possible that there is so much going on that GA is still typing and editing all the news into the cut and paste outline so that it is neither too understated and low key, nor implicative of hyperbole, yet is imformative with inherently positive material, intelligence, and new knowledge that will carry the stock to a higher plane of existence. A lot can happen in a month, and it has been several months, indeed since April, that have passed since we have received a dissemination of such that transcended the category of mere numeric datum with the exception of one or two meager notices of new appointments which don't carry meaning until one of them effectively contributes to the advancement of our corporate strategy and it becomes an advisement to the shareholders or broader public.

    The shuttle flight to Reportville seems to have been locked into a temporary holding pattern, possibly due if not to a plethora of news, then mere turbulance. I have been on the edge of my hard cushioned airplane seat since Aug. 9th waiting for the floodgates of 4 months of unreported news to open up. I hope we have enough gas to make it to a safe landing.

    My intent was not to regress, so I must end this post rather abruptly, but not without re-articulating that the recent financing increases the hope that the upcoming report will not be just another cut and paste of the prior, at least not a 100% cut and paste, as the prior was, if not only to not add fuel to Sophia's fire! I realize that the turbulence and the hard seat cushion are a bad combination, but the long wait will be worthwhile if the company generates a report with content delineating hard details of IDND's progress. FYI - Anyone who has had to wait in Heck for hours or even days, between lives, sitting on a wooden bench next to a chain smoking loud mouth pumpkin head, knows things could be worse.

  • Reply to

    2Q 2015 Quarterly Report

    by hair_pie_face Aug 21, 2015 11:44 AM
    jackgotney jackgotney Aug 24, 2015 11:37 AM Flag

    What perfect timing it would be, just after the dust settles and the market has begun to rebound, to issue a report full of explosively positive content!

  • Reply to

    2Q 2015 Quarterly Report

    by hair_pie_face Aug 21, 2015 11:44 AM
    jackgotney jackgotney Aug 21, 2015 4:28 PM Flag

    GA can't post because of Finra rules.

  • Reply to

    ANY GOOD REASON ?? /

    by countryside81 Aug 20, 2015 9:36 AM
    jackgotney jackgotney Aug 20, 2015 1:54 PM Flag

    PLG is down because it is an ADR for Canadian symbol PTM and it is donw to .368. With the Canadian dollar having dropped to .76 PLG should really be even lower (at .76 * .368 = .28). Actually if you are looking for a reason for that, don't ask me. Frequently and often I see things that make no sense at all and this often makes me doubt my full understanding of cause and effect. Suddenly the herd has decided metals are again a safe haven. Fine. That's good for PLG the company (until they start running in the other direction again (and for no good reason)), but as for the stock, that seems not to care one way or the other.

  • This patent or invention may be incorporated into our latest new improved tap mentioned in the last couple reports, no? It mentioned it was drip proof or drip resistent:
    Last Patent applied for with filing approved:
    United States Patent Application 20120111901
    Kind Code A1
    Beard; Daniel ; et al. May 10, 2012

    DRIP RESISTANT DISPENSING VALVE FOR FLUIDS

    Abstract

    A drip resistant dispensing valve for fluids is disclosed, which provides a dispensing outlet configured to minimize the tendency for residual fluid to collect in and drip from the dispensing outlet while maintaining a simple construction for ease of manufacture. The dispensing outlet face is situated a distance away from the valve body, which tends to prevent, or at least minimize the risk of, contact between potentially contaminating external surfaces with the surfaces of the discharge outlet. Such construction assists in minimizing the retention of fluid on the surfaces of the dispensing outlet, and migration of the fluid to surfaces outside of the dispensing outlet that could tend to promote growth of biological contaminates and/or provide additional surfaces that could pool fluid following a dispensing operation and thereafter drip from the valve. A shell is provided around the dispensing outlet to assist in avoiding contamination of the valve and of the fluid being dispensed through the valve, and to aid in positioning a receptacle for receiving fluid from the dispensing valve.


    Assignee: International Dispensing Corporation
    Millersville
    MD

  • jackgotney by jackgotney Aug 19, 2015 3:31 PM Flag

    This is just for conversation:
    Last Patent Granted:
    United States Patent 8,303,277
    Friedman November 6, 2012
    Blending pump assembly
    Abstract

    A blending pump assembly for accurately maintaining the proper ratio of two fluid components. Flow of a first fluid is utilized to drive a fluid motor, which in turn drives a pumping mechanism to inject a proportional amount of a second fluid into the flow of the first fluid. The fluid motor and pump are sized so that a predetermined ratio between the two fluids is maintained regardless of changes in pressure and flow rate of such first fluid.

    Assignee:
    International Dispensing Corporation (New York, NY)

  • Reply to

    GA & The Donald

    by hair_pie_face Aug 19, 2015 11:41 AM
    jackgotney jackgotney Aug 19, 2015 2:36 PM Flag

    No. Instead, charge Mexico enough so we can make a profit. Then give them a few extras for a write off, that is if we have any extras. Donald would also give the FDA a kick in the #$%$ so that we get approval for dairy. He would make China order taps as punishment for weakening their Quan. He knows how to get things done. Don't give away anything.

FSLR
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