Jim Brown

Is There Value in Silicon Solar PV?

rana - totally agree early growth is unsustainable, but it separates the potential stars from average startups. Due diligence seems to be appropriate, i.e., keep your eyes open and ears to the ground.

alpha24seven - I am aware of 8-10 CIGS privately held companies. And CIGS on glass seems to have highest conversion numbers per the NREL. Some use evaporation, electroplating, printing (like Nanosolar) on foil, thin film silicon and thin stainless. Since they are private we only hear the positive news, and successes, and potential capabilities. Perhaps they will provide real information at InterSolar this week. But then we can't trade their stock, and we are stuck with consensus estimates or guesses on those that are public. I expect it will be six to 18 months until we learn of actual sales, along with hopefully: sales prices per watt, conversion % and production capability(and $ in and out) for them all. And perhaps some will go public.