| To: John Hayman who wrote (2258) | 11/19/2021 9:13:57 AM | | From: Geomean | | | | I'm new to Corning. It looked pretty good in a Better Investing Stock Selection Guide analysis. I'm looking for a message board with thoughtful discussion and analysis of the company. It's three year strategic plan is worth reading, especially relating to Corning's use of it's cash flow for innovation, capital expenditures, increasing shareholder dividends and stock buybacks.
Gorilla glass has been a great success. It's flexible Willow Glass has been mentioned in several scholarly papers relating to perovskite solar cells. Energy Materials Corporation in Rochester NY is building a roll to roll perovskite 100 M per hour production prototype using a monster (leased) Kodak roll to roll film deposition machine capable of producing 4 GW of solar cell material per year using Willow Glass as the substrate. Energy Materials says the production prototype machine is scaleable by 10X for each machine. It's received a 4 Million grant from the US Dept. of Energy for this work.
Willow Glass seems to be an excellent substrate for flexible solar cell production. Power Roll in England is doing similar work as EMC applying PV materials to flexible substrates. Power Roll's patents seem to be substrate agnostic as long as they are flexible enough to go around roller drums that have ports for material deposition. Corning is already in the top 10 worldwide in polysilicon production through it's 80% interest in Hemlock Semiconductor of Hemlock, MI. Apparently Willow Glass is much more durable than polysilicon.
Corning is worth some study. |
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| To: Geomean who wrote (2259) | 11/19/2021 10:19:57 AM | | From: John Hayman | | | | This year I went on a road trip and went through Corning NY. I spent some time in the town, eating, observing, and conversing with locals. Afterwards , based on that visit to Corning, I sold my shares!!!
I made a profit on it, and some dividends, but I was not impressed with the future of the company. There was a lot of logic to apply for it to be a winner, but it never panned out as a good investment to me.
Good luck with them, I hope you make some money.
John |
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