GSL - Greatcell Solar
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Toyota is a licencee - like Dyesol, except that Dyesol is by far the best strategically positioned of the 9 global licencees. most of the others appear to be sitting on their hands while Dyesol is all action. Still mainly R&D, but that's all part of improving product efficiency vis a vis substitute products. And the company could well attract some seriously big research funding from Europe relative to its small market cap.
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Anyone watching this space?
Buying arriving out of the blue in a very tightly held stock with an obvious interest to the public.
I am sure the chart must look good now.
Buying arriving out of the blue in a very tightly held stock with an obvious interest to the public.
I am sure the chart must look good now.
This ones up over 20cents today. Big jump. I searched the news but cannot find any reason for the jump other then yesterdays news about the deal with corus. Looking good for comercialisation of its technology into building products. One to watch.
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Company in trading halt as of yesterday till monday 2nd july awaiting an announcement. Definitely one to watch.
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Well off she went see ya dysol
Annoncement out yesterday
Dyesol meets major Defence project milestone
Annoncement out yesterday
Dyesol meets major Defence project milestone
A great company. I notice that everywhere I look it is going to be huge I follow allot very closely David Gelbaum has just turned up as a sub shareholder of DYE.ax or www.dyesol.com . I track pretty close to 100% of solar globally and there are huge things happening across a number of stocks.
If you the retail supplier starts to sell it forward like u do mobile phones , you sign up folk ahead of supply being built its like laying a revenue road then you buyild to market share on the retail in markets where you have wholesale grid access. Do you want buy power off "dirty brown coal company" or "Sunutopia Energy", power and grid become dismediated , allot like mainframes to networked computers it becomes more distributed. If everything you build with becomes a photcell coating so that evewrything you see become a virtual power station . The energy revolution will be as big if not bigger than the information revolution.
I believe cheap solar (by a number of technologies) is the leading part of the story for the next 20 years.
Kevin
www.kontentkonsult.com
If you the retail supplier starts to sell it forward like u do mobile phones , you sign up folk ahead of supply being built its like laying a revenue road then you buyild to market share on the retail in markets where you have wholesale grid access. Do you want buy power off "dirty brown coal company" or "Sunutopia Energy", power and grid become dismediated , allot like mainframes to networked computers it becomes more distributed. If everything you build with becomes a photcell coating so that evewrything you see become a virtual power station . The energy revolution will be as big if not bigger than the information revolution.
I believe cheap solar (by a number of technologies) is the leading part of the story for the next 20 years.
Kevin
www.kontentkonsult.com
Aye.. I bought in at 1.31 and am almost tempted to buy more as a long term play... although 37% is tasty...
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Holding DYE recently so was happy to see it record a 14% increase today, but its only getting back to levels of March 06
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http://www.theaustralian.news.com.au/story/0,25197,22336007-23634,00.html
Dyesol (DYE) $1.85
FANCY a more politically correct investment? Dyesol enjoys a rare place in the sun as a materials provider to parties commercialising efficient new dye solar cell (DSC) technology.
So much so that the Queanbeyan-based group has caught the eye of US billionaire David Gelbaum, who has amassed a 10 per cent stake over the past nine months.
Technology aside, Dyesol is a good trading stock because of high liquidity, partly because its warrants are listed on the active German Third Market. "It has injected a bit of volatility in the stock but we have learned to live with it," says Dyesol chief Sylvia Tulloch.
Dye solar cells, which use artificial synthesis to generate electricity, are far more efficient to make and to use than the current silicon-based panels, which involve using energy to melt the silicon. DSCs also work in poor light.
DSCs consist of a layer of titanium and a chlorophyll-like dye, sandwiched between steel and a transparent medium such as glass or plastic. When struck by light, the dye excites electrons to create electricity.
As for potential applications, they're limited only by one's imagination. The Welsh-based G24i, which has invested squillions in a pilot plant, is targeting mobile phone rechargers for the billion or so users who don't have access to mains power.
Another is for integrating into fencing and roofing steel, so that the material becomes a giant solar panel.
Corus (formerly British Steel) is on the case with plans to convert all of its roofing steel output -- the equivalent of Bluescope's Colorbond -- to DSCs. Driving the push are European regulations requiring the energy-hungry process to be carbon neutral.
While Dyesol's role is to provide the raw materials such as titanium, there's more science to it than that. Through patents covering equipment and manufacturing techniques, Dyesol holds the equivalent of Colonel Sanders' secret herbs and spices.
Overall, the DSC technology is licensed to only eight groups including Toyota, while Dyesol's only direct rival is a small Swiss mob.
Dyesol operates through partnerships and collaborations, including Corus and the Australian Defence Force. Both make substantial milestone payments to Dyesol.
Sharp, Sony and Samsung are customers. No one's sure how they'll use the technology, but Tulloch says: "Within two or three years it's likely Sharp's main revenues will come from solar panels."
On authoritative-sounding estimates, the market for photovoltaic cells was worth $US16 billion last year and is expected to grow to $US24 billion ($29 billion) this year and $US35 billion by 2010.
Dyesol recorded $2 million of sales last year. "Our target is to at least double that every year," Tulloch says.
In a timely funding move, Dyesol in July raised $12.5 million through a placement at $1.10 a pop, with a share purchase plan raising a further $10 million.
Dyesol has provided more thrills than the Big Dipper, trading between 45c (February 9) and $2.35 (August 9).
We rate Dyesol as a SPECULATIVE BUY for those out for a quick buck and a LONG-TERM BUY for those who want to save the world and get rich slowly.
As for Gelbaum, Tulloch is yet to meet the greenie billionaire but his intentions appear honorable, Dyesol being one of his six eco-friendly investments which, oddly enough, don't include Gunns.
Dyesol (DYE) $1.85
FANCY a more politically correct investment? Dyesol enjoys a rare place in the sun as a materials provider to parties commercialising efficient new dye solar cell (DSC) technology.
So much so that the Queanbeyan-based group has caught the eye of US billionaire David Gelbaum, who has amassed a 10 per cent stake over the past nine months.
Technology aside, Dyesol is a good trading stock because of high liquidity, partly because its warrants are listed on the active German Third Market. "It has injected a bit of volatility in the stock but we have learned to live with it," says Dyesol chief Sylvia Tulloch.
Dye solar cells, which use artificial synthesis to generate electricity, are far more efficient to make and to use than the current silicon-based panels, which involve using energy to melt the silicon. DSCs also work in poor light.
DSCs consist of a layer of titanium and a chlorophyll-like dye, sandwiched between steel and a transparent medium such as glass or plastic. When struck by light, the dye excites electrons to create electricity.
As for potential applications, they're limited only by one's imagination. The Welsh-based G24i, which has invested squillions in a pilot plant, is targeting mobile phone rechargers for the billion or so users who don't have access to mains power.
Another is for integrating into fencing and roofing steel, so that the material becomes a giant solar panel.
Corus (formerly British Steel) is on the case with plans to convert all of its roofing steel output -- the equivalent of Bluescope's Colorbond -- to DSCs. Driving the push are European regulations requiring the energy-hungry process to be carbon neutral.
While Dyesol's role is to provide the raw materials such as titanium, there's more science to it than that. Through patents covering equipment and manufacturing techniques, Dyesol holds the equivalent of Colonel Sanders' secret herbs and spices.
Overall, the DSC technology is licensed to only eight groups including Toyota, while Dyesol's only direct rival is a small Swiss mob.
Dyesol operates through partnerships and collaborations, including Corus and the Australian Defence Force. Both make substantial milestone payments to Dyesol.
Sharp, Sony and Samsung are customers. No one's sure how they'll use the technology, but Tulloch says: "Within two or three years it's likely Sharp's main revenues will come from solar panels."
On authoritative-sounding estimates, the market for photovoltaic cells was worth $US16 billion last year and is expected to grow to $US24 billion ($29 billion) this year and $US35 billion by 2010.
Dyesol recorded $2 million of sales last year. "Our target is to at least double that every year," Tulloch says.
In a timely funding move, Dyesol in July raised $12.5 million through a placement at $1.10 a pop, with a share purchase plan raising a further $10 million.
Dyesol has provided more thrills than the Big Dipper, trading between 45c (February 9) and $2.35 (August 9).
We rate Dyesol as a SPECULATIVE BUY for those out for a quick buck and a LONG-TERM BUY for those who want to save the world and get rich slowly.
As for Gelbaum, Tulloch is yet to meet the greenie billionaire but his intentions appear honorable, Dyesol being one of his six eco-friendly investments which, oddly enough, don't include Gunns.
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Any followers left on this one?
DYESOL - Third Generation Solar Technology
Latest Annoucement
Corus and Dyesol and the Welsh Assembly Government have agreed significant funding to further progress the development of the dye solar cell technology on steel for building integrated photovoltaic applications. Corus and Dyesol have been working closely for the past two years, and in January 2008 successfully completed a detailed 12 month study, which confirmed the feasibility of this technology for large-scale manufacture on steel.
When commercialised, dye solar cell technology on steel for building integrated photovoltaic applications has the opportunity to become significantly more cost effective than other competing photovoltaic technologies and achieve high market capture. Extended product lives, lower material coasts and steadily increasing efficiency gains make this technology suitable for large surface area applications on a range of building types.
Funding has been secured from the Welsh Assembley Govt under the SMARTCymru mechanism allowing the next stage of prototyping and development to be undertaken. A new facility, based in North Wales, will become the home of Corus and Dyesol scientists and engineers jointly engaged on the development. Corus and Dyesol will be expanding the scope of their development activities and accelerating progress towards large scale manufacture.
Note: Corus is Europes second largest steel producer with revenues of 9.7 billion pounds and crude steel production of 18.2 million tonnes in 2006.
This is great news for this Australian company and has them well placed to capitalise on their dye solar technology.
In a good position currently have 22 million in cash.
DYESOL - Third Generation Solar Technology
Latest Annoucement
Corus and Dyesol and the Welsh Assembly Government have agreed significant funding to further progress the development of the dye solar cell technology on steel for building integrated photovoltaic applications. Corus and Dyesol have been working closely for the past two years, and in January 2008 successfully completed a detailed 12 month study, which confirmed the feasibility of this technology for large-scale manufacture on steel.
When commercialised, dye solar cell technology on steel for building integrated photovoltaic applications has the opportunity to become significantly more cost effective than other competing photovoltaic technologies and achieve high market capture. Extended product lives, lower material coasts and steadily increasing efficiency gains make this technology suitable for large surface area applications on a range of building types.
Funding has been secured from the Welsh Assembley Govt under the SMARTCymru mechanism allowing the next stage of prototyping and development to be undertaken. A new facility, based in North Wales, will become the home of Corus and Dyesol scientists and engineers jointly engaged on the development. Corus and Dyesol will be expanding the scope of their development activities and accelerating progress towards large scale manufacture.
Note: Corus is Europes second largest steel producer with revenues of 9.7 billion pounds and crude steel production of 18.2 million tonnes in 2006.
This is great news for this Australian company and has them well placed to capitalise on their dye solar technology.
In a good position currently have 22 million in cash.
This company seems like a good one but I have a few issues with it:
1. the technology does not seem mature as yet (from my research, but I may be wrong).
2. there are many Silicon Valley based companies that are in a similar solar field and are already in production (take nanosolar.com for eg.)
3. if and when they do produce, the cost may not be any less than conventional PV solar (especially now that the Chinese are ramping production).
4. the P/E is a little high, but this is not a major worry.
Please correct me on all accounts if I am wrong, as I would be the first to invest in a profitable Oz renewable technology.
Thanks.
1. the technology does not seem mature as yet (from my research, but I may be wrong).
2. there are many Silicon Valley based companies that are in a similar solar field and are already in production (take nanosolar.com for eg.)
3. if and when they do produce, the cost may not be any less than conventional PV solar (especially now that the Chinese are ramping production).
4. the P/E is a little high, but this is not a major worry.
Please correct me on all accounts if I am wrong, as I would be the first to invest in a profitable Oz renewable technology.
Thanks.
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I think the difference here is that DYE is quite different to companies like Nanosolar. DYE is based on a dye and titania paste, not silicon.
DYE is targetting buildings, as most offices/buildings have windows....alot of office blocks have a large amount of glass, which are occupied during the daytime.
As DYE panels are translucent, not only do they provide elctricity, they also let light through.
I think they are also trying to integrate them onto builidng materials such as steel, hence the relationship with Corus.
DYE are also involved with flexible units that are integrated into Camoflage gear....I beleive they have passed some targets with respect to Military testing alerady.
For me personally...I like the idea.
DYE is targetting buildings, as most offices/buildings have windows....alot of office blocks have a large amount of glass, which are occupied during the daytime.
As DYE panels are translucent, not only do they provide elctricity, they also let light through.
I think they are also trying to integrate them onto builidng materials such as steel, hence the relationship with Corus.
DYE are also involved with flexible units that are integrated into Camoflage gear....I beleive they have passed some targets with respect to Military testing alerady.
For me personally...I like the idea.
I like the idea too and traded DYE successfully in a small way last year.
Although the technology is very advanced it is not yet " commercial" and I therefore regard DYE as still highly speculative, despite having the backing of such a prominent building materials company as Corus. At current price levels I'm not tempted to buy back in.
By the way, I don't think DYE has turned a profit yet so there won't be any "E" to calculate a P/E ( other than negative ).
Although the technology is very advanced it is not yet " commercial" and I therefore regard DYE as still highly speculative, despite having the backing of such a prominent building materials company as Corus. At current price levels I'm not tempted to buy back in.
By the way, I don't think DYE has turned a profit yet so there won't be any "E" to calculate a P/E ( other than negative ).
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DYE continuing its breakout today looking for a 6 month high. New releases regarding thier partnership with Corus as well as improved cell output efficiency seems to be creating some interest.
Hopefully within the next month we'll see DYE's new manufacturing plant come online to generate some media coverage and product awareness. Sales revenue should significantly increase once online also.
Hopefully within the next month we'll see DYE's new manufacturing plant come online to generate some media coverage and product awareness. Sales revenue should significantly increase once online also.
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And with any luck, I believe they also have one more hurdle with the MoD...
So hopefully with the Oil prices rocketing as is the coal prices and gas prices...this technology becomes more and more attractive
So hopefully with the Oil prices rocketing as is the coal prices and gas prices...this technology becomes more and more attractive
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We keep getting good PR. However the stock price keeps declining. Good news recently in the USA, they extending the tax breaks for solar over the next 8 years!
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