Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: Javelyn Bjoli who wrote (1210)	10/28/1997 10:29:00 PM
From: FMK	Respond to of 27311

Thanks for the clarification- I believe we are on the same page. Re my post: "The latest 3-shift/day numbers since the conf call use a discounted $/watt hour figure ".... I recall the company stated a reduced estimated sales price per cell that worked out to about $1.50 per watt hr! I believe the specific energy per cell has increased since. Another very relevant factor is the profit margin. I believe the margin can be kept relatively high due to the demand. It has been suggested that 40% may be low because of the products uniqueness and high demand, and that 60-80% or higher should be possible! The numbers still looked good when using 20%.. Perhaps this is why joint-venture partners Alliant Tech and Hanil Telecom see a worthwhile return even after sharing 50% of the profits with Valence! Regards, FMK