RE:RE:RE:RE:RE:Silicon market projections 2016-2024Now this is what I expect from forum conversations. I have also been struggling with doing the valuation from that angle. As you say lots of unknowns. With the disruption this process can cause, the lower processing costs would put others out of business unless they hitch a ride and licence our tech. But if they do then the 6billion business becomes 3billion as prices could fall as buyers may not tollerate the profits and solar needs to bring their cost down to be competitive with other forms. So now how does one value that as its more like a licence/royalty stream. Also reduced costs for solar should make that industry take off much faster as it would become viable for rooftops even in places like Vancouver BC.
Very very hard to value, so maybe I will quantify my target a bit. I am looking for that target within a 12-18 month timeframe and it may also be the point where some form of buyout could occur if we get an early stage buyout. Remember many of the other early stage investors are also in at levels under 0.10 so $2-5 is going to be enticing, as it will be for me.
For me, if it gets to that range and is NOT in a frenzy I will likely fully exit, if it gets to that range in a frenzy i will take profits and maybe hold 25% of my original position. Got to have a plan and goals.