DayStar Technologies Inc. (DSTI)

All Comments on DSTI

  • commenter
    User 218405
    Jul 28 12:40 PM
    Stocks Covered by The Energy Stock Blog [view article]
    ABP synbol has been changed to AXAS. I tried changing the symbol, but it doesn't recognize the new symbol. I enjoy reading Alpha Stock Alerts. Thank you. Reply
  • commenter
    peacesolarno
    w
    Jul 22 05:32 PM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    This is by far one of the most cogent pieces on the challenges of CIGS. But Global Solar is not one I would pick given their arduous vapor deposition approach. The challenges of CIGS of enormous given that this is atomic level technology and the requirements to control those atoms over large areas of manufacturing surface. Add packaging issues around moisture intolerance and you 5+ years to commercial product is probably conservative. Clearly the investment community underestimated the challenges. This is not about putting 50 software developers in a room to create the next variant of Facebook . . . . .. Reply
  • commenter
    DonSuper
    Jul 16 09:28 PM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Good article...I just would like to point out that not because you throw money at something, the problem will be solved...

    If I remember correctly, Ford spent north of one billion dollars researching battery technology based in a Sulfur chemistry, and they might as well have flushed the money down the toilet...

     Reply
  • commenter
    sirfisup
    Jul 11 08:31 PM
    Will U.S. Recession Lead to Solar Depression? [view article]
    Although your article was published in January I believe it has strong merit. I believe that solar will be the beneficiary of extended tax credits and because of the recent heightened awareness about escalating oil prices more pressure is being placed upon our goverment representatives to get something done especially with an election year around the corner. I doubt that many in the house or senate want to be known as obstructionists in helping our nation ween itself off Middle East oil. Although the solar industry is extremely volitile the companies that play in this space are all reporting record sales and profits. The recent discussion of lower subsidies in Spain and Germany has caused a major and unjust pullback and many of the analysts that cover the sector have also said that there are major free cash flow problems with many of these companies and that they will not be able to expand production because of the tightening credit markets. I don't foresee this to be a problem for there is sustainable demand for solar well into 2010 and beyond and with silicon prices soon to come down it will significantly increase the adoption rates and bring solar to grid parity no later than 2012. Any disruptive technology that offers significant benefits will most certainly have its infancy problems just like any major industry that gets off the ground. Fact is that major venture capital is pouring in at record levels and huge technology companies like Intel, IBM, Applied Materials just to name a few are rushing in just like the miners did during the gold rush. More and more large solar projects are coming online and more are being contracted with major utility companies and it is just a matter of time before every major oil company with the exception of BP and Shell will recognize that "if you can't beat them then join them" Reply
  • commenter
    stevepluvia
    Jul 10 10:29 AM
    My Website
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Alex G: CIGS, like all PV, must be encapsulated to avoid oxidation. You cannot "spray" it on cement etc and magically generate electricity.

    CIGS, like all PV must be constructed in a "clean room" like a giant semiconductor. CIGS can use flexible backing and encapsulation that reduces weight, reduces transport costs and provides more options for building integration during construction. The primary advantage of CIGS is the ability to manufacture much more rapidly and at a lower cost than traditional PV -- known as "crystalline PV" or c-Si.

    Hope that helps

    Steve P     Reply
  • commenter
    Toxicdave
    Jul 10 10:19 AM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Copper Indium Gallium DiSelenide - instead of Si Reply
  • commenter
    Alex_G
    Jul 09 08:38 PM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Bobby,

    Panels that harvest energy with CIGS (copper indium gallium selenide) cost far less to make and install, say backers. The material can be sprayed onto foil, plastic or glass or incorporated into cement and other building materials. Conceivably, the entire exterior of a house or building could become a solar generator.     Reply
  • commenter
    Aalan
    Jul 09 06:23 PM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    It would have been nice if the title acronym had been explained-- obviously a lot of readers don't know it.
    Other than that--thanks for an informative update.     Reply
  • commenter
    BOBBY CURTO
    Jul 09 11:45 AM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    What is CIGS ?
    Go on Google
    Type CIGS
    You will get 2 million hits.

    Bobby     Reply
  • commenter
    BOBBY CURTO
    Jul 09 11:43 AM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    What is CIGS ?
    Go on Google
    Type CIGS
    You will get 2 million hits.

    Bobby     Reply
  • commenter
    Jim Brown
    Jul 09 11:20 AM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Thanks Neal. So the ten+ PV companies traded on US markets who already are producing 200MW to 600MW to meet sales for 2008 are way ahead of the curve, though new technology may provide real competition at some point. Some "old" PV guys are getting up to 23% conversion rates, and expect to have 600MW to 2GW production by end of 2009. How long will it take for Intel, HP, IBM et al to buy, set up suppliers, hire and train staff and develop proven QC to produce sales info etc? The same 2 to 5 years? Reply
  • commenter
    stevepluvia
    Jul 09 11:19 AM
    My Website
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Neil, good article; you are perhaps the first seekingalpha poster who actually knows the renewable business [unlike many here who make the fatal mistake of trying to base investment decisions on eps that are rapidly evolving due to advent of more cost competitive tech -- sorry Jack that means you =)].

    We have evaluated all of the CIGS players and came to very similar conclusions; we're long development co ASTI [because its the only public CIGS pure play + quality mgnt + depth of experience] but would buy Global Solar if it were public. As you noted in earlier articles, Global operated their pilot plant for 3 years before effectively 'perfecting' their production line.

    While many dispute Nanosolar's claims, they have installed a 1mw solar farm [germany] using their product which is the largest CIGS install in the world. Definitely worth watching, and should they become public forcing them to demonstrate their claims, they could be a world beater.

    Steve Pluvia     Reply
  • commenter
    paulk8756
    Jul 09 09:54 AM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Sounds alot like nuclear fusion to me. Hopefully, closer. Reply
  • commenter
    User 56560
    Jul 09 09:25 AM
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    i'm stupid... what is CIGS ? Reply
  • commenter
    Zenfar
    Jul 09 09:20 AM
    My Website
    Who Will Crack the CIGS Nut in Thin Film? [view article]
    Great article. So ASTI and Global have a shared heritage? Do you think ASTI will receive a halo effect when Global or other CIGS companies IPO?

    Long ASTI     Reply
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