Natcore Technology Inc NTCXF

RE: RE: RE: Sounds good...

[ck123]

Excellent summary Naterey.

BOS costs are a significant factor.  The focus tends to stay on manufacturing cost/watt. People often makethe argument that a watt is a watt and tend to ignore the BOS costs andlife-span of the panel.  Current thin film solar panels have higher BOS costs than silicon panels owing to reduced efficiencies which can actually wipe out the cost advantage perceived from the lower manufacturing costs that thin films currently enjoy.   A system based on 13% efficient thin-film at
.70/watt would actually have the same final system cost as a 16% efficient x-silicon produced at $1.20/watt. 

Natcore has done an excellent job in declaring their compatibilty with current manufacturing techniques and opened the door to the next generation of production in terms of AR with their recent string of NR.  Simulateneously they will reduce manufacturing costs and increase the efficiencies of those panels.

I am excited to hear that the intelligent processing module will be engineered to complete the black silicon conversion as well as passivation modules and AR modules on those panels for those manufacturers choosing to go that route. 

As you have pointed out the tandem cell still remains the holy grail. 

I am looking forward to the completion of the first processing module as well as the demonstration of the prototype.