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Pepsico, Inc. Message Board

jackgotney 70 posts  |  Last Activity: Jun 9, 2016 3:05 PM Member since: Nov 19, 2009
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  • 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.

  • Reply to

    Check The Report!

    by jackgotney May 31, 2016 11:05 AM
    jackgotney jackgotney Jun 1, 2016 9:50 AM Flag

    We can all be happy. Sophia can be glad all her complaining and predictions about more of the same old same old (bottom line wise) was justified, albeit those allegations of illegal shinanigans I disagree with. And the rest of us who are optimists have more stuff to continue being optimistic about. I am beginning to wonder just how great things can get before someone signs on (probably not much greater than they are). Things seem really to be heating up and we are getting ready to roll. Who will be the first big mover? They will get an advantage and also I just have a feeling, the way things go, we might wind up giving a somewhat sweetened deal to whoever moves first. But we are well positioned now and with the addition of dairy samples (as well as NFC samples) for shelf life testing we have more entities testing running our product than ever. Greg said they have streamlined their operation now (you can see how they reduced costs) so that it will take just one big cutomer to bring us to positive cash flow. I read also that once we sign up our next big customer we will double production capacity. That will be done, I hope from debt. That would be a good sign of optimism toward future revenues and our ability to pay it off. Ideally the project requiring new capacity would more than pay for our investment required to support it, and so on with each new major project/customer.

  • jackgotney by jackgotney May 31, 2016 11:05 AM Flag

    It looks like in the financial front we are still treading water with a decrease in revenues and a bigger decrease in expense so have a tuny gross profit however cash decreased and operating expenses are up a bit. That is the bad news, but according to greg the good news is:
    The good news is that a
    number of global customers have now invested
    considerable time and cost exploring The
    Answer®’s value proposition and are at advanced
    stages of driving toward deployment. With the
    ‘lean and mean’ way we are structured, just one
    additional customer is likely to make IDC cash
    flow positive. As soon as that happens, look for
    IDC to double its manufacturing capacity. Of
    great significance, we have overcome a major
    infrastructure hurdle by obtaining the services of
    a reputable German dairy to provide bag-in-box
    dairy samples with The Answer® for customers
    all over the world. This is the last piece of the
    puzzle in our pursuit of the all-important dairy
    segment.”
    Döhler continues to sell its BIB product line with
    The Answer® to foodservice accounts and to
    sign up distributors. More significantly, two of
    the largest juice companies in China are in the
    process of commencing trials with Döhler as their
    co-packer. National adoption by either of these
    companies is likely to result in several millions of
    units sold.
    PepsiCo China has resumed working with IDC,
    targeting a popular beverage geared for the
    Chinese consumer. Several meetings have taken
    place between IDC and PepsiCo China and
    initial product samples are being produced for
    evaluation.

    Etc...Check the report - I see more good stuff - I guess the Dohler thing in China is yet to produce any significant revenues. I guess they are still just shipping samples? Anyway that has to be better than showing them mere components!

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 27, 2016 2:44 PM Flag

    There can be a number of open bids or asks between the displayed spread as well. Oredrs under a certain vlaue are not displayed and also "All or None" orders are not displayed either (and not executed unless there is enough bid or offered to completely fill the order in one shot). But those orders will be executed if the conditions are satisfied and will get precedence over a displayed bid sitting at a worse price.

  • Interesting new patent application approved last week (Global Photonic Agreement cited) was filed in 09/2015 so it must have been expedited:
    United States Patent Application 20160141431

    FORREST; Stephen R. ; et al. May 19, 2016

    INTEGRATED SOLAR COLLECTORS USING EPITAXIAL LIFT OFF AND COLD WELD BONDED SEMICONDUCTOR SOLAR CELLS

    Abstract

    There is disclosed ultrahigh-efficiency single- and multi-junction thin-film solar cells. This disclosure is also directed to a substrate-damage-free epitaxial lift-off ("ELO") process that employs adhesive-free, reliable and lightweight cold-weld bonding to a substrate, such as bonding to plastic or metal foils shaped into compound parabolic metal foil concentrators. By combining low-cost solar cell production and ultrahigh-efficiency of solar intensity-concentrated thin-film solar cells on foil substrates shaped into an integrated collector, as described herein, both lower cost of the module as well as significant cost reductions in the infrastructure is achieved.

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney May 24, 2016 5:18 PM Flag

    Money raising to stay in business is definitely not a business model, but a stop gap on the way to building one. I understand better this sentiment of 'how long will it finally take for this paint to dry'. I thought it was all happening with PepsiCo in 2011 when we signed that distribution agreement with them, but then all of a sudden we were put on hold. Things actually look better now than they did then, but am I seeing just another mirage? By waiting am I only chasing the rainbow for an imaginary pot of gold? I am more positive than ever and think we could actually finally be signing on one or more customers this year. I have read all the reports going back at least to 2011 and feel the story has changed and much more progress is being made at a faster rate. Dohler and Sealer Air are key partners, we have a new well suited CEO as of 2013. Things are now heating up. I think it should be working out well here in the short and mid term so I am staying in.

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 24, 2016 2:14 PM Flag

    I wonder how we could penetrate the Smart Phone market with this highly superior Solar technology! I think anything that would extend battery life would be considered a major advantage. I noticed OLED was up big this week by 4 or 5 times the market cap of OPVS (6 or 7 bucks?) due to solidying rumors that its OLED techology will be used in the iPhone8 and additionally an upgrade from GS mentioning that! Imagining we would be a 3 bagger minimum if we actually were able to get an OEM to integrate our *(highly superior ultra thin flex portable) solar technology into their smart phone architecture, ideally iPhone9 or 10. LOL - in that case we'd be a 50 bagger. I doubt we could achieve those yields in the near term, but maybe enough to produce a limited edition model?
    Goldman Sachs analyst Brian Lee on Monday raised his rating on Universal Display to buy from neutral and upped his 12-month price target to 76 from 55. OLED is a “secular winner” as devices shift from LCD to OLED displays, which boast richer colors and low power usage, Lee said.
    “In the near term, we expect (Universal Display) to be a key beneficiary of Apple’s first-time adoption of OLED displays for iPhone starting in 2017,” he said. “Beyond Apple, we see OLED benefiting from a secular shift across the handset market with roughly 10% penetration today but a potential ‘LED 2.0’ hockey-stick adoption across multiple product cycles and categories in coming years.”
    In a “blue sky” scenario, OLED could reach 100% penetration of smartphones, 50% of tablets and 20% of TVs after 2020, he said.

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 23, 2016 4:49 PM Flag

    Once we achieve high volume don't you think a piece of transparent GaAs thin film OPVS to charge a smart phone battery would qualify as a killer app? I think it's the kind of thing Steve Jobs would consider (would have considered) if yields and price were (are) right. Somewhere in the future perhaps?

  • Reply to

    Breakthrough Portable Power/ $6M Contract

    by gonano2016 May 20, 2016 10:53 AM
    jackgotney jackgotney May 23, 2016 4:30 PM Flag

    Pretty cool. I checked it out. It looks like they do have a portable solar app for military use. It is possible the rumor is true about the contract and prototype. I assume a contract would be gov related, but such a stellar prototype I would expect translate into a licensee with the the likes of Solaero (most likely them I would assume). I guess we have to wait for an announcement or an evidential link to believe it (I don't recommend investing in rumors and assumptions).

PEP
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