To clarify - my OP reference to AFT was not an endorsement of AFT (I cannot understand several aspects of the company's operations such as how such a low capitalisation and turnover company gets such high profile jobs!).
I was however commenting on how quickly the PV scene has changed since an installed price of $3/Wp using modules costing >$2/Wp seems so low as to be unobtainable. That was less than two years ago.
Now thin film modules made by LCD TV screen companies are looking like they may become real at prices of 30c/Wp.
I was suggesting that any company investing in the technology rather than the sales or installation margin is very likely to become yesterday's fish wrapper as technology moves on. Each milestone seems to hold for only a few months before the next better thing comes along and leaves outdated but nearly new patents/factories/companies idle in their wake.
In this, where do CBD, SOO, AFT, sit? At least SOO and AFT don't pretend to be technology experts. CBD does but this is almost predestined to be a deadend.
CBD Price at posting:
5.1¢ Sentiment: Hold Disclosure: Held