DS, I am aware of the history and I am sure that many are, including those that have been burnt with this in the past. But, with a lot of these things it take a lot of time. And, of course, timing is crucial. 15 years ago, climate change, peak oil and carbon trading werent major global issues. These issues are driving a lot of things at the moment. DYE has major challenges ahead and it is not without significant risks.
But, at the moment the stars are aligning for it. The G21 sale and most importantly the Corus project. With Corus, they are playing with the big boys. If Corus are satisfied with the outcome of the project and move towards production it will change the dynamic for DYE and ever other player in the dye solar world. But there lies the risk, will Corus end up going with it?
If Corus do, and G21 also go with DYE, I imagine our only problem will be production capacity. What investment will be needed to build industrial capacity dye plants? and what will be the leadtime? At that point, the big chemical companies will probably step in. The DYE management have already acknowledged this as a possibility.
However, I fully appreciate that past experiences can make one cautious and there is no point investing in something that you arent comfortable with. You do have to sleep at night!
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