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Remarkable indeed!

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What’s the matter?

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After all that talk of drastic subsidy cuts in Italy brought the sector down, now we have a couple of nice surprises..

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The only top level solar which is gaining market share. We couldn’t have said it better ourselves..

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Two big effects this terrible disaster..

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Even if Italy is in the doledrums…

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Ever increasing..

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That quest for grid-parity (the point where electricity from renewables can be offered without subsidies as it is just as expensive as electricity from the grid) is getting tantalizingly near in some markets already. Italy is one of them. So much for those Italian subsidy worries..

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Looks like it, but it remains to be seen how serious this is. We’ve been here before..

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Valuation of these companies is still extremely low..

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