RE:InterestingLooks like there is a massive void in manufacturing quality control and that is quite surprising given that this company has been around for quite some time and had top tier clients using various of its technology to measure and assess cell performance from when i first became aware and held some shares. Now while it is interesting to see what is being stated and given there is a recognizable void this company is well positioned to offer solutions in the process and can play a key role in this.
Now going back to what i said about .05 being fmv at the very least if we consider 10 million in accretive revenue through the bts earnings and 200 million outstanding shares leave aside profitability for this one segment that is .05 a share. Nevertheless, there are 222 million os reported over here and the other side of this business needs to also be factored in and depending on whether in red or green will also factor in. Assuming this side of the business is running a deficit along with 22 million or shares to account for it will surely offset the .05 valuation. Even so to have a market cap of 4.44 million is low even if not 10 plus million. At the lowest i would place this 7 to 8 million roughly .035 to .04 a share so i figure it is trading down .015 to .025 given this serms stuck at .02. Regardless, like i said no reason this should not hit .05 to .10 in the coming year and as arima you have posted it looks like the quality of panels has gone down hill and that definitely needs to be addressed. Good to see there is more manufacturing going on in the US and I suppose that should continue and pick up because EV charging stations draw electricity from a charging grid which are powered by either solar or wind so it is very important for better quality panels. When you think about the amount of growth that will take place with evs and smart grid technology this company has a significant upward potential. The shares over here are at a bargain at .02 to .025. Like i said up to .03 is my strike point not beyond if i am looking at .045 minimum sell although like i said i am after .10 plus but will not wait forever on all my position. I expect .05 to .10 in the coming year lets see if it can do that and crush it moving closer to .20. This company has top tier partners cant get much better than LG has historically made above .65 and has excellent opportunities to be an integral part of an inevitable ev explosion along with other solar products that keep emerging. Looking forward to contracts rolling in as they did in the past as well as the new product that is coming out the first after 3 or so years...the company mentioned 2020 so that is exciting. I am also excited about hetrojunction cells as they were quite hyped even quite some time back so it will be great to see that there will be more progress and success leading up to 25 percent effuciency on a comnercial scale. It will be awesome when that happens but for as long as things keep moving to that this company continuing to play a key and integral part. The one thing however as i said about juniors i would rather see them stay away from getting into the manufacturing side of stuff. If they do i would highly reccomend for them to license out the tech and take a 15 to 20 percent royalty and let the mid to large caps foot the costs manufacturing warehousing distribution installing etc because there are extremely tight/razor thin profit margins where if companies dont have massive orders or are selling parts they will get killed badly like Eguana has been and all this will result in massive share dilution to keep afloat. Small caps should not entertain manufacturing unless they have significant capital behind them and or partners to split the costs. Way better to split costs and risks while sharing revenue than to bite off more than you can chew and go down. I have said this for pretty well all sectors and as companies thought they could succeed every one of them failed many going belly up. This is why with small caps you are uo take the profits because somewhere they all end up with dilutive prioblems. Anyways when this company talks of the manufacturing side that does make me a bit uneasy unless they are smart and either license out any process with 15 to 20 or so percent royalties and or split costs with at least 2 others preferably 4 so everyone takes a one quarter risk which is still quite high although nearly same if taking a 20 percent royalty. R and D is costly enough but you definitely dont want to take on commercial costs especially if a small cap until and unless you have sizable capital behind you and if doing an equity financing it can be done at no less than .50 preferably $1 plus. Juniors are way too optimistic and now i need to handle them extremely carefully. In any case lets see what these guys do. I love the bts move great decision hopefully they will be smart if manufacturing i would stay away from it but lets see.