Ann: BLG Engages Specialist Foundry Services Prov, page-29

re: Ann: BLG Engages Specialist Foundry Servi... Some recent posts have just proved one of my key assertions.
That being: DYOR and/or DYOCalculations.

I'm no expert, and I make mistakes, as proven by me underestimating the market cap's of Aixtron and Veeco even in the most fundamental analysis a couple of posts ago. Plus, you guys don't know who I am nor do you know my qualifications.
Ergo I can't be trusted.

Jumpstart. You are in the same boat!
I'm not going to enter into any lengthy debates or analysis duels with you or anyone else on figures over revenues, profits etc, except to express sentiment in very broad terms.

To prove my point:
You quote:

"While CPV is currently a tiny proportion of the market representing only 10MW in 2008, it?s current growth rate is 500% expected to reach 50MW by 2009 (Solfocus / GTM Research)."
I don't know if you have noticed, but it's actually 2011 at the moment.

and:

"BluGlass expects to deliver a
30% total cost of ownership
advantage or saving of US
$130.76 per 4? wafer"

Refers to wafers used in the manufacture of LED's not solar cells. A totally different kettle of fish.

Without looking deeper, I don't think that's a good foundation for the sort of figures you are looking for.

So, you and I both can't be trusted

So I say again guys, DYOR, If you can't do your own analysis then seek the advice of an expert professional. Don't trust some faceless anonomous HC entity to lead you one way or another.

If you are seeking only some general information on BLG as an investment, if you havn't already done so, check out the latest Cleantech Report. Available on BLG's site.

http://www.bluglass.com.au/images/stories/pdfs/bluglass%20technology%20and%20market%20update%20sept-10%20-%20final.pdf

I know this report was commissioned by BLG, but Cleantech have at least in the past presented the good and the bad in a fairly unbiased way, and the report is prepared by experts. Note though, that even they make a disclaimer that anything they say is not meant to be construed as investment advice.

Finally jumpstart, it seems that you have done your own analysis, and see BLG as a fizzer.
Why not move on then?

Cheers all.