Seeking Alpha

ECD Fan

ECD Fan
Send Message
View ECD Fan's Comments BY TICKER:
  • Ascent Solar: Using the Sun to Take the Market by Storm [View article]
    javko: According to ASTI's 10Q filing, "[revenues] for the three months ended September 30, 2010 included $176,000 of product sales." Given that their products are still illegal to sell for grid-connected BIPV (they are missing IEC 61730 or UL 1703 certifications), most likely the "products" sold were EIPV modules to be used in portable/off-grid "solar chargers" (unfortunately, there they compete directly with crystalline PV cells, which are much more efficient and much cheaper to manufacture).

    Regarding patents: In the PV solar business, patents are essentially worthless - it is a commodity business where costs of manufacturing and execution trump any "technological" advantage. Plus, the flexible PV segment is already really crowded - the competitors include Unisolar, Xunlight, Fuji, Powerfilm, Solarion, PVflex, Solarion, SoloPower, Global Solar, etc - all losing money and likely out of business within 3 years. The real problem for Ascent is that one can buy more-efficient and cheaper-to-make flexible PV "laminates" from some of those other guys.
    Nov 23 12:38 AM | Likes Like |Link to Comment
  • Ascent Solar: Using the Sun to Take the Market by Storm [View article]
    henry2070: Happy birthday and thank you for providing the definition. Now, here is what I learned about how efficiency is calculated:

    homepower.com/files/PV...

    The WSLB-0420-024-ST-06 module is 1.950 meter long and 0.33 meter wide, and is rated 42 Watts. Thus, it is 6.5% efficient [ 42/(1.950 * 0.33 )/1000 ].

    For comparison, the Unisolar's PVL-144 module, in production for three years, is 6.7% efficient.

    Would you now please apologize for your false accusation?
    Nov 18 08:57 AM | 1 Like Like |Link to Comment
  • Ascent Solar: Using the Sun to Take the Market by Storm [View article]
    It is not true that "Ascent received certification for its CIGS line of solar panels." Ascent received an IEC 61646 certification for JUST ONE OF THEIR "PANELS," the 6.5%-efficient WSLB-0420-024-ST-06 module:

    www.ascentsolar.com/si...

    Therefore, Ascent's installation manual appears deceptive, as it claims on page 5 that modules WSLB-0042-024-ST-06 and WSLB-0046-024-ST-06 are certified:

    www.ascentsolar.com/si...

    And, therefore, Ascent's datasheet appears deceptive, as it claims that WSLB-045-24 is certified:

    www.ascentsolar.com/si...

    With just a 6.5%-module-level efficiency, Ascent is obviously not a "an industry leader" or "America’s strongest contender." And, of course, "a deal that could be worth billions" has to wait until Ascent 1) obtains an IEC 61730 or UL 1703 certification first, 2) miraculously lowers cost of manufacturing to less than 80c per Watt today (and less than 60c per Watt in two years).
    Nov 17 06:37 PM | 2 Likes Like |Link to Comment
More on ASTI by ECD Fan
COMMENTS STATS
339 Comments
156 Likes