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TriOptimum

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29

07/03/18

21:30

Post #: 31602898
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Originally posted by Next 10000 ↑

Arrr! I reckon that would be about right. Struggling for finance with technology this far advanced for solar panel markets now experiencing exponential growth is ridiculous. Maybe its time for RC to think big after years of being forced to beg for small change. Easier said than done.

But I can't believe JinkoSolar wont be wanting to make a move to protect its #1 solar panel position. They have a development agreement with Oxford PV for perovskite over silicon but as it stands that would probably add 30% + to the cost for a 20 % improvement in efficiency.

Right now its a single layer shootout with GreatCell the fastest hand in the west, cheap perovskite panels vs expensive silicon. Who knows, the recent visit to GreatCell may just have shocked Jinko into action or risk competitors getting a march on them. They should be considering an investment rather than just the existing R&D collaboration with GSL. After all, they turnover a billion + bucks a quarter and are growing at 40% + PA. A paltry few million to influence access rights to the best 3rd generation technology would be a bargain. They don't muck around and could have rolling off production lines in a year or two. If RC can't get $20M+ out of them as an advance for on future manufacturing licensing fees he should be making a well publicised show of offering it to their competitors.

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I don't think it's confirmed that Jinko Solar have a development agreement with Oxford PV? Oxford PV has announced a joint development agreement with an unidentified global panel manufacturer, and this could well be Jinko. But I didn't think that was certain. It could be any of the other big manufacturers - First Solar, Trina, Canadian Solar. Or have I missed an update on that?

GSL Price at posting: 17.0¢ Sentiment: Hold Disclosure: Held
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