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klipken 4 posts  |  Last Activity: Dec 17, 2014 8:45 AM Member since: Jun 22, 2011
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  • This was just confirmed yesterday. Taiwanese panels as well. Of course some of the installers are warning how this will cause a slowdown in business but other manufacturers are no doubt rejoicing over the news.

    It will be interesting to read what Nelson has to say about this. Given SLTD is straddling both sides of the fence, if only they can finally get the panel commercialized they will be sitting pretty. Good, also, SLTD is associated w/panel maker SunPower, a manufacturer likely to benefit from the tariff hurt put on others.

  • klipken klipken Nov 28, 2014 10:43 AM Flag

    The S-3 filing should not be a surprise. That Nelson is getting ready to further dilute the stock to raise more cash should not be surprising. That's what companies in this situation normally do. Hopefully, though, he is anticipating the ability to sell more shares at a higher price based on some type of positive development. And also expect a high multiple reverse split to happen unless they get the new panel commercialized and its all they claim it to be.

    Again, buying more installer companies is not going to make this company a breakout success. Nor will that activity alone, IMO, provide the impetus for further pps appreciation. Nelson has a vision and a plan but it can't succeed without the panel. To the extent he hasn't delivered on that yet or been able to provide validated specs shows how difficult a task this is. Invest (or gamble) accordingly.

  • Reply to

    Solar panel

    by foxplay2979 Nov 14, 2014 1:47 AM
    klipken klipken Nov 14, 2014 9:24 AM Flag

    Indeed. The holy grail in this space continues to be a differentiated panel that delivers markedly more power at the same cost.

    Cobbling together smallish installers, absent such a proprietary panel, to compete with the likes of SCTY will be a difficult path to sustained profitability and continued pps appreciation. The share dilution to date should be a red flag.

    However, continued silence from Nelson about the panel prototype development and/or a licensing deal is the biggest concern. He shouldn't keep his shareholders in the dark about what is (or is not) happening.

  • klipken klipken Nov 6, 2014 9:07 AM Flag

    "I like this strategy and realize that the big payoff in this stock is going to occur once they start manufacturing 3D solar cells which could be a couple more years down the road."

    As gloomy as that sounds, a couple years doesn't seem far-fetched given the lack of substantive news on this front over the past year. Still no manufacturing partner; still no prototype whose specs have been validated by a legit third-party.

    The cell is the cornerstone. It remains a race between the shutdown of solar tax incentives that underpin much of the PV demand and this company (or someone else) coming out with a new cell that moves the efficiency/production curves enough while keeping production costs down. If Solar3D can't deliver on the cell (and soon), the installation side won't be enough, IMO, to make this company a long term success.

0.3591+0.0091(+2.60%)Nov 13 12:21 PMEST

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