Thoughts about solving the money problem

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Andi

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Jul 16, 2016, 9:07:01 AM7/16/16
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This project needs more funds and as far as I understand it, it also deserves...
Unfortunately I am not able to put money directly into it.

So maybe this information can help.

Since the early 90's I am working intensively in the feeld of solar energy tecnology and know today very much about the tecnology, the markets - what is possible and what not. And I think I know very much  about what is dirving this marked and also know much about the companies working in this field.

In the moment Sunpower corp., SPWR is undervalued at the stock marked. Enterprise value is about 4 billion, marked kap is about 2 billion.

They are doing every thing rigth and are very solid. What the market is not abel to understand and value right is the mechanisms that occure with the fact that the copany has to pay the full cost for a new power plant in advance and than get the money back over many years. Also there is the effect that booking the cost can apear in this or the next year and so the numbers appear in the balance sheet of one year or another. And this can be huge amounts like 700 million in a revenue of 2.5 billion.

If interested look here:
http://investors.sunpower.com/annuals.cfm 

If one is looking at the numbers first time he will think "it is a katastrophy" but it is not. The company is growing very stable and will get an enterpice value of 10 billion until 2020 with a very high probability.

It is very likely that the marked cap comes to the enterprice value within the coming year and grows with the enterprice value than. But it is also possible that there will be a phase of over valuation as today there is a clear under valuation.

I can not give any guaranty so if one wants to use this Information it is on ones own risk. But I am very confident and have myself invested a big part of my own savings in this stock.

Ben,
are you still involved with Aidyia?
What does the data there say about SPWR?

If not positiv, it could be interesting to look why.
Because the reality of Sunpower corp. is as positive as it could be.......






Gaurav Gautam

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Jul 16, 2016, 10:41:50 AM7/16/16
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Hi,

I am not a part of the opencog team. I am also not a researcher by profession. However, I have a strong suspicion that this is not
the way research organisations, raise money. Please correct me if I am wrong.

Also, AGI is a topic that attracts debate in diverse areas. So when I come to this google-group I fully expect topics in
maths and cs, topics in software design and just plain hacking, and even topics in morality and ethics(in reference to how they
may need to be coded in an AGI system). What I didn't expect, was finance! :) I thought that there would be other more
appropriate places to handle those topics. Perhaps this page? --> http://opencog.org/donate/

Yours sincerely
Gaurav Gautam

Mark Nuzz

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Jul 16, 2016, 10:53:41 AM7/16/16
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On Sat, Jul 16, 2016 at 7:41 AM, Gaurav Gautam <gauta...@gmail.com> wrote:
> Hi,
>
> I am not a part of the opencog team. I am also not a researcher by
> profession. However, I have a strong suspicion that this is not
> the way research organisations, raise money. Please correct me if I am
> wrong.


This is usually true, but Opencog is a unique case where the
technology is also used for financial market prediction, which some of
the core developers are directly involved with. So these are
potentially relevant ideas for some of the members of the team.
Doesn't hurt to at least mention it.

Though I don't like the idea of speculating on single stock tickets,
and the information provided about Sunpower doesn't convince me.

Gaurav Gautam

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Jul 16, 2016, 11:28:12 AM7/16/16
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I see. Good to know.

Andi

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Jul 17, 2016, 4:08:28 AM7/17/16
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Am Samstag, 16. Juli 2016 16:53:41 UTC+2 schrieb Mark Nuzzolilo:
On Sat, Jul 16, 2016 at 7:41 AM, Gaurav Gautam <gauta...@gmail.com> wrote:
> Hi,
>
> I am not a part of the opencog team. I am also not a researcher by
> profession. However, I have a strong suspicion that this is not
> the way research organisations, raise money. Please correct me if I am
> wrong.


This is usually true, but Opencog is a unique case where the
technology is also used for financial market prediction, which some of
the core developers are directly involved with. So these are
potentially relevant ideas for some of the members of the team.
Doesn't hurt to at least mention it.


Hi Mark,
 
Though I don't like the idea of speculating on single stock tickets,
and the information provided about Sunpower doesn't convince me.

I think every portfolio consists of single stocks and one has to choose every single stock carefully. Sunpower would be not so much a speculation but a long time investment. In my opinion a very good one.
I did not so much want to convince anybody. Just wanted to show the oportunity. Everybody has to look for himself. But I am able to answer questions and would do...

Solar energy is a very young industry and just very few people understand it.
Even guys like Elon Musk have servere problems understanding it. This ist true even if he obvisouly ist able to take huge advantage.

You can compare solar energy industrie, to the computer industrie, in the late 1980ies.
And  - as I see it -  Sunpower is very close like Microsoft in 1989....

I got a deep understanding of solar energy and all aspects it touches and wanted to inform this comunty about this. Not more not less.

But also this question is very interesting: Are opencog based algorithms able to find such an oportunity while humans are not? And for me this seems to be a very important question because on the stock market opportunities always arise just in this way - the majority fails to understand.

It is not often posible to watch the rise of a new industry. So I felt responsible to point this out.





 

Andi

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Aug 5, 2016, 4:53:48 AM8/5/16
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My last notice on this topic here.
Numbers for Q2 SPWR will be presented August/09.

I belive that 15 USD/share is a steep undervaluation of the stock and that it is more likely that it will rise than that it will fall after the numbers are shown.

I am not a stock pusher. It is an open heart thing.
And of course I can be wrong.
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