Natcore Technology Inc NTCXF

RE: RE: E-mail to NXT

[ripantuck]

Probably a smart move to have sold out during the past week or two.  I didn't have a lot of shares so I didn't sell, but should have.  Market conditions are bad for all speculative start up stocks in North America right now whether or not they are resource related.

On the bright side, if they do come through with significant revenue in the early Fall, increasing towards Winter, it will catch the market by surprise and this stock will skyrocket.  Had they started getting revenue in April, they would still suffer from this market right now and there wouldn't be such an obvious event for them ( the beginning of significant revenue) coming up in the Fall.

I think there is very little doubt that they have at least some of the "goods".  What they have to understand is that they need to show the market.  To me, its a race.  They must show that the LPD product works and that solar cell manufacturers can save significant money by using it before they just start to fade away.

Also, I see most of their proposed products as being relatively immune from economic conditions, including the LPD product, but they still have to deal with market psychology and customer psychology which makes it all the more important that they establish that their products work in a real manufacturing environment so that solar cell manufacturers believe they had better use LPD or they will have to compete with a cost disadvantage.