the positive future of dyesol, page-3

It seems to me from Richard Caldwells recent presentation that Dyesol within
the next six months will be ( re corus and pilkington agreements ) vitally
important to the future if the company.
The inference that these moves will be made, to include the german car

manufacturer are such that he must really believe this. I applaud his
confidence and we should see and hear more of it.
If these agreements do not come to pass by then, after this presentation
I think we all need to ask questions.

It seems to me from Richard Caldwells
recent presentation that Dyesol within the next six months will be (re corus
and pilkington agreements ) vitally important to the future if the company.
Dont forget TIMO

The inference that these moves will be made, to include the german car
manufacturer are such that he must really believe this.
I applaud his confidence and we should see and hear more of it.
If these agreements do not come to pass by then,after this presentation I
think we all need to ask questions.
We certainly will , but I dont think this is a worry

Although the company has great risk management
in place as regards capex etc. the remaining risk is that the other partners
are now practically in charge of the future of dyesol in the fact that they
are the decision makers. The team seem to have handed all that momentum
they built over to others as can only be expected with this business model.
I think it is great that the others are taking the serious Financial Risk.
But is it really a risk when you see that all large buildings in the EU have
to be self sufficient by 2010

Regarding Asolar, this seems to be a completely
different product to dsc.If the auto manufactures are interested in the limited
wattage that these sunrooves provide, and bear in mind this is not clear glass,
they must of course be interested in something like Dye for possible paintwork
and clear glass. Logic suggests that the longevity of the product is not so
important here on autos as you rarely see old cars theses days and they are
being made to be much more easily recycled.
Bit player in 2nd generation Solar Cells

Has dyesol produced clear glass prototypes?
YES.I think the Sony painting shows what can be done with DSC


Has anyone an opinion on nene and the coated clear glass claim.
Nene is DSC and will have to pay a license fee to EPFL and one of the
remaining Poineer Patent Holders

I am positive about the long term implications
of dyesol. I yearn for the management to give over to a dynamic excitement
about this product rather than a weary we've done all we can.It seems they
can see the finishing tape but this is the most vitally important stretch.
After all if it does truly work it really will make a difference to the world.
They are plain boring and Dick is a hopeless communicator

I have been an investor for some time
now, not silly, but optimistic and far from sophisticated but with a knowledge
of the speculative nature of this company. Although I agree the management
could do better it has reached the stage now that if the product works it will
simply take off and that is likely be known in the next six months.
The company has placed, is placing itself, in position to manage that and I
remain optimistic enough to maybe add to my holding at some stage.
Why not ??

Can any of you knowledgeable folk out there
indulge my speculative fantasy and furnish me with implications to the share
price if 4 million sqm were produced at Corus, ie.$200m revenue for Dyesol
( as per presentation)then the 40 million sqm by 2016, i.e $2B
revenue. This assuming the no of shares remains stable.
Yeah I know you cannot be accurate but just indulge me as best you can.
A figure being run around from those who should know was $75.00 per
sqm around March 2010
Allowing for where the AUD is now and Dick being a bit conservative the
amount to the ShareHolders has always been around $25 to $35 per sqm.