A New Business Model
by: zmorg77
This was presented by ECD on Sept. 22, with the roundtable afterwards. The information here, was in my mind, backed up by Stan's comments at the CC answering the question regarding building multiple simultaneous machines. He stated that they are working on pricing improvements for the parts and already they see some future savings. he added that the ways to improve solar margins is thru: Higher output, improved cell efficiency, scale, and cheaper machines(not the exact words obviously) It is important to note that, this was done in September, and therefore the full capacity was included because that was the month that they began producing 2.1MW per month, therefore it does not include the improved process with a 10% higher output - In other words the deal will be even better!
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This is why we don't IPO the divisions......Synergy....
The Machine Building Division has arrived. Franchise anyone?
Allow me to present our new partner: State and Local Goverments.
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Primer:
Stephen Heckeroth - Director, Building-Integrated Photovoltaics
San Joaquin Valley
LINK:http://www.sjgs.com/groundwater/calif_relief.jpg
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THE SALES PITCH:(also known as 45 pages of good times)
PDF FILE: frbsf.org
HTML(text is messed up, with no pics):http://64.233.179.104/search?q=cache:HwiY_li2E9MJ:www.frbsf.org/community/resour ces/files/OvonicSolar.pdf+stephen+heckeroth&hl=en&gl=us&ct=clnk&cd=13
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and now the juicy part.....
THE DEAL: (also known as who wants $15 million net profit per machine, 10% of gross revenue, and $1 million per year for tech support)
Finacial details and a timeline as was proposed in the Central Valley Roundtable.
PDF FILE: frbsf.org
HTML:http://64.233.179.104/search?q=cache:1ZNGG480MWoJ:www.frbsf.org/community/resour ces/files/proforma9-22-2005.pdf+ecd+ovonic+25mw+plant&hl=en&gl=us&ct=clnk&cd=5 |
