GSL 0.00% 17.0¢ greatcell solar limited

Since this article was back in Feb 2011, roughly 18 months ago,...

  1. 147 Posts.
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    Since this article was back in Feb 2011, roughly 18 months ago, the project seems on track.

    So the demonstrator line should be what they are doing now, and if within timelines, full scale commercial production would commence by June-Oct 2015.

    My guess is the following:

    1. In order to reach full scale commercial production, substantial amounts of Dye will be ordered in the next 1-2 years.
    2. In the third year there will be a much larger order book
    3. At full scale production, even larger and increasing by the month.

    If early signs of technology maturity are good, my suspicion is that commercialisation will be acellerated and reach maturity by End 2014, early 2015.

    If Dyesol is in, then they have a lot to look forward to.

    Also, the additional business with glass coatings should increase the order book even more.

    If all goes well, then by 2014, I think Dye will be sought to do a lot more collaboration into new product inovations.

    Then there is the Timo joint venture.

    If it really is as good as this for Dye, then huh... my good ness.

    I am expecting that the trading halt was put in place to inform shareholders that Dyesol is in the game. The other posiblity is that there may be a cornerstone investor.

    Any thoughts?
 
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