Powerfilm Share Discussion Threads

[qwazi] 09/9/2012 19:01

Only some discount brokers will trade it as it is a "residual" stock. I know that Fastrade do. All full service brokers should trade it.

[wetdream] 08/9/2012 13:19

well according to ADVFN's trade data, someone did yesterday.

[attrader] 08/9/2012 00:55

dont think it is possible to buy this , called Barclays first thing in the morning , they refused to take any orders :(

[wetdream] 07/9/2012 19:09

and someone sells 60k...

[qwazi] 07/9/2012 09:33

Just shows how unloved this stock is - they announce an order equivalent to nearly 30% of last year's turnover and the stock only goes up half a penny.

[luderitz] 07/9/2012 09:18

"uninvestible, because they trade with certificated stock and not crest electronic."

As Norbus rightly says above from an earlier post, wonder why they decided on that form in the first place?

[norbus] 07/9/2012 09:09

out of touch

[timely4] 07/9/2012 07:57

Nice $3m order from US military announced this morning. Things may be on the up? Hope so as still well out of pocket on this one!

[wetdream] 31/8/2012 17:55

'....enlighten the thread...'
er...I doubt it.
even the thread's virtually non-existent.

My stake in PFLM was by way of an indirect bet on solar energy - which currently seems to have hit the rocks - as an offset against my larger investments in the oil sector.

I've no major interest in PFLM's products (apart from admiring their technology) so hardly keep my eye on the co. these days - along with everyone else, it seems.

As they approach their 25th year, they still seem like someone's hobby, with the founders still in charge.
A niche business, that's been hit by a wall of international competition, and the management have found themselves out of their depth.
They probably have no economies of scale to call on. Even the Chinese cos are going bust and dumping at a rate of knots.



So in a wider market, what chance does PFLM have?

Their revenues have grown (thanks to the military) from $6m in '06 to $12m in '11 but with no visible profit.

I think this reinforces my view of them as a small-time niche business )not a crime in itself) but one whose listing on AIM has proved to be a major blunder.

But I wish them well.

[norbus] 20/8/2012 15:04

uninvestible, because they trade with certificated stock and not crest electronic.

[wetdream] 20/8/2012 08:53

Let's hope you're right Norbus.
Trading's dried up completely.
Company's gone subterranean as far as the market's concerned.

[norbus] 15/8/2012 19:22

Not a bit of it; they are focused on profitability, having been distracted getting a M width process sorted. They have a lead which will deliver value once Solarharvests are backed by better converters for everyday use. I am due to talk to the Chief next week.

[shroder] 30/7/2012 09:15

My comment on the 'bread and butter' core business relates to news flow.

Phicot/HP/Ferrari textiles could be a game change when/if announced but at the moment profitability nr team is from OEM and retail.

I would like to see them announce break-even with their results in September. This would be a good starting point for the other more high profile aspects of the business.

[shroder] 30/7/2012 09:15

duplicate post

[shroder] 18/7/2012 16:04

From the looks of today's announcement they intend to focus on the core (foldable/rollable) products.

No news on anything else really to comment on.

[shroder] 17/7/2012 11:25

It maybe that their own technology is just too hard to mass produce.

The joining process is complicated and may have hindered production, it has taken four years to move from 13" wide production to benefiting from the cost benefits of meter wide.

It's just too long in this sort of high tech industry.

--------------------------------------------------------------------------------



26 March 2008


PowerFilm, Inc.


Delivery of Meter-Wide Deposition Chamber



PowerFilm, Inc. ('PowerFilm' or the 'Company'), the developer and manufacturer
of thin, flexible solar panels reports that the initial meter-wide silicon
deposition chamber has been delivered. Installation of the machine will follow
in the existing building and meter-wide production is expected to commence in
early to mid summer.


The Company's current manufacturing process uses a one-third meter-wide
(thirteen inch) web. This 3 times web width increase is expected to reduce
further the Company's direct manufacturing cost by reducing equipment and labor
costs per unit.

[norbus] 16/7/2012 23:26

Demand for special solar harvest for H2 economy will drive this.Had hoped Honda might with home refuelling unit,but they went with reforming NG for now.

Founders have been at it too long and may have dissipated the power of their punch . I think potentially, this is a key area.

Where do you see the competitive threat?

[shroder] 16/7/2012 16:21

I don't think the two are linked given the time between the two events.

Break even has been the holy grail for PFLM for quite a while. At this stage we really need this to actually happen rather than it being 'targeted' for the next quarter/year.

The danger here is they are slow, really slow at commercialising any of the products other than the existing lines.

Other tech companies are catching up fast so they need to do something quick, especially with the HP alliance.

[norbus] 15/7/2012 20:26

2 or 3 months back ; your broker will tell you, just shy of 1%. I had never linked the two events together.

Q :where will the market want this to be once they get to B/E?