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It’s been an interesting year…

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Speaking about the solar sector, our long-term favourite is now undisputedly one of the strongest (if not thè strongest) performer in the polysilicon sector. The company’s shares were slaughtered in the great crash, but they have now fully recovered, testifying that our analysis last year was pretty spot on..

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Turns out we did have a point last year to focus on STP and TSL in the solar sector after all… They look most likely to survive the shake-out that’s going on right now…

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Are actually doing quite well. We were in and out of Sigma Design (SIGM, luckily we missed the downdraft by advising you a stop-loss at $20). We didn’t fare so well with Trina Solar (TSL), despite some profitable trades, but we explained that here, recently.

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A revisit..

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We previously showed how France has taken the alternative energy (especially solar) bull by the horns, other markets are following, like the US and Italy. Prices in solar companies are still close to rock bottom, but they won’t remain for long we think. Now is the time to take advantage. There will be some rough […]

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They just announced third quarer results, which were stellar, but guided downwards for the rest of the year and 2009. But the policy they are following as a result is to invest only their free cashflow into new capacity, and that seems to us to all but guarantee their survival. The current stock price doesn’t […]

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Stock prices collapsing, some valuations implying a nuclear winter, accelerating falls in energy prices, many scary stories about the end of subsidies, a global recession or even depression to boot, you can be excused for thinking that the end of solar energy is neigh. Yet there is no sign of that in the industry itself..

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In the words of Jim Cramer, a lot of broken stock prices, but not necessarily broken companies. We think that the main companies we write about here, InterOil (IOC), eFuture (EFUT), Trina Solar (TSL), and more recently Chesapeake (CHK), and Sequenom (SQNM) all fall in this category.

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We have stated a few times in this huge sell-off (including in our best visited post ever), that Trina Solar (TSL) seems to have disaster seem priced in. While it’s price (and that of the whole sector) has been slaughtered, the company is moving from strength to strength (just like LDK and a few other […]

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