GSL - Greatcell Solar

[oldblue]

I don't expect any revenue or profit projections from DYE at this stage. They are still in the process of proving the technology in an "application" sense which takes time to ensure that the product is robust.

The big win would be acceptance of the product being developed in conjunction with Corus. If this gains acceptance I'll be looking seriously at DYE but at this stage it's still very speculative, IMO.

 

[Gringotts Bank]

Fundamentals may drive this one higher. Timing is perfect (with the unfortunate Japanese situation). I'm in at 73. Technically, the horizontal lines will be the most important - 73, 77 and 80. Needs a good 600,000 volume today and some sustained buying over say a week.

See Tata ann + massive increase in staff.

 

[Gringotts Bank]

I'd say more than one bot here, and they're in buy mode. Volumes ok. Should get another 600000 day.

Retail traders don't seem to be involved, which is a bit of a worry.

 

[pixel]

Following today's announcement:


she is finding some legs. If sp can break above 87c, I see next Fibonacci target at $1.09.


Disclosure: I hold

 

[rmj]

I have held this share for over 4 years buidling up a holding.
Bizarre things are increasingly happening.
1) capital raising last year from institutions with no Retail SPP; whilst allowed under Corporations Act, not a good thing for the smaller shareholder......dilution being the result. In hindsight not good for the institutions either given share slide
2) totally botched and shortlived CEO appointment (...I am interested to know the recruitment and exit costs associated.........this guy was a lobbyist, not an operational expert
3) further recent capital raising from institutions at 65c.....retail to follw SHORTLY......this won't happen anytime soon given 54c price today

DYESOL simply has to establish a revenue plan / timeline. They spoke of revenue expectations a couple of years ago and nothing material has happened.

I am assuming that Institutions are smarter than me, but I am not now sure and I fear that Grant-seeking is the modus operandi and the share will continue to fall.......

What does anyone else think??

 

[oldblue]

Hi rmj.

As a former holder I follow DYE in a spasmodic way.

I don't think things have changed much from the situation current when I wrote my post of 19 June 2010. The solar scene is certainly full of exciting possibilities and although DYE has some powerful partners there are a lot of competing firms and technologies world-wide working to make the big commercial breakthrough.

For me, too early to take a position again.

 

[Wysiwyg]

Yes there is competition and DYE aren't frontrunners. Would envision this Building Integrated Photo Voltaic technology to be readily available, especially glass, in the near future.

Hard to say when this downtrend will end.

 

[ChrisJH]

Up 12% yesterday, down 4.6% today. HM!

I originally bought into DYE at 0.75 when things seemed a bit more stable, just for a bit of fun, current average price is 0.55 so I'm sitting about even now with my DYE. Really not too fond of hanging onto DYE in this climate, I've never really even followed their business all that much, just been playing to their highs and lows.

Contemplating getting out, but not too keen on not having any profit to show for holding it for so long.

 

[pixel]

Up 12% yesterday, down 4.6% today. HM!

I originally bought into DYE at 0.75 when things seemed a bit more stable, just for a bit of fun, current average price is 0.55 so I'm sitting about even now with my DYE. Really not too fond of hanging onto DYE in this climate, I've never really even followed their business all that much, just been playing to their highs and lows.

Contemplating getting out, but not too keen on not having any profit to show for holding it for so long.

I've been trading DYE for a few swings; not every trade a success, but overall in Plus.
Holding on to the current lot, bought @53c, because I half expected the gap to 48c would be closed. If it is and DYE finds support around that level, I'll add on the way back up.



I still believe their patent will hold and Tata will roll out a lot of cladding in coming years.
Technically, the gap overhead offers a very attractive target - one that has a high probability to get filled.

 

[Impala]

Having massive partners like Tata and Pilkington is at least as important to successful commercialisation as the relative merits of the technology - usually more so.

 

[oldblue]

Applications for Growth in the Dye Sensitised Cell Industry.

http://www.nanomarkets.net/Downloads/DSCPaper.pdf

Note the favourable reference to DYE.

 

[pixel]

Announcement reads well: http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01243230
Market seems to agree: DYE is one of a handful of "green" stocks today

 

[pixel]

How the mighty have fallen



Is it simply the length of time it's taking for the technology to find recognition and be deployed?
I firmly believe that DYE deserves all the support it can get; but oil and coal firms will disagree and try to undermine their success. Let's see whether the new initiative in Wales delivers the breakthrough:

http://www.tata.com/media/reports/inside.aspx?artid=E67kOHZ6BX0=

(I hold DYE)

 

[pavilion103]

Break of 0.16 on ultra high volume. Pullback on lower volume. Anyone else like this one? I'm thinking a stop around 0.155.

 

[pixel]

Break of 0.16 on ultra high volume. Pullback on lower volume. Anyone else like this one? I'm thinking a stop around 0.155.

View attachment 50505

Although I noticed and did buy the breakout, I took profit on the first day, suspecting a pump'n'dump or a preparation for a capital raising. Considering a re-entry at 14-14.5c.

 

[pixel]

Although I noticed and did buy the breakout, I took profit on the first day, suspecting a pump'n'dump or a preparation for a capital raising. Considering a re-entry at 14-14.5c.

It fell a cent short of my target, so I had to buy up. No regrets about that though
It seems the Market liked the Quarterlies: http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01378389

 

[Zedd]

Not grinning yet, but as of yesterday I can definately feel a smirk coming on. With an announcement due 31st July on Tata's commercialisation plans also Dyesol may finally be turning the corner.

 

[oldblue]

Not grinning yet, but as of yesterday I can definately feel a smirk coming on. With an announcement due 31st July on Tata's commercialisation plans also Dyesol may finally be turning the corner.

That would be good news, Zedd.

I missed the bit about the forthcoming 31 July announcement. Where/when was this mentioned?

 

[Zedd]

That would be good news, Zedd.

I missed the bit about the forthcoming 31 July announcement. Where/when was this mentioned?

"At the project level, progress in discussion continues to work relentlessly towards commercialisation. During the next quarter significant updates are expected in relation to all three major projects - Tata, Pilkington and Timo. We have sometimes been optimistic on timing, but decisions at the multi-national level are largely beyond our control. The formal deadline for an announcement on commercialisation arrangements at Tata is July 31, having been revised from May 31 due to a slight delay to completion in 2011"
- March Quarterly Report 2013.

 

[oldblue]

"At the project level, progress in discussion continues to work relentlessly towards commercialisation. During the next quarter significant updates are expected in relation to all three major projects - Tata, Pilkington and Timo. We have sometimes been optimistic on timing, but decisions at the multi-national level are largely beyond our control. The formal deadline for an announcement on commercialisation arrangements at Tata is July 31, having been revised from May 31 due to a slight delay to completion in 2011"
- March Quarterly Report 2013.

Thanks for that, Zedd.

There's a lot riding on the commercialisation of the Tata project, in particular, so here's hoping!