For years, stocks of manufacturers of solar cells, modules and panels have been in the doldrums. Until a year and a half ago, there was a really spectacular and ongoing crash that wiped out equity values in the order of 90% or larger, and quite a few solar companies even went belly-up. Now we have […]
No Second Solar Slump In Sight
April 29th, 2014 · Comments Off on No Second Solar Slump In Sight
Tags: Solar sector
Accumulate Trina Solar (TSL) on dips
July 7th, 2012 · Comments Off on Accumulate Trina Solar (TSL) on dips
Solar Grid parity is near, China embarking on massive expansion, shake-out in the industry is favouring the strongest players, with the lowest cost panels and healthiest balance sheets, like TSL..
Tags: Alternative energy · Solar sector · TSL
Death spiral for solar companies?
October 12th, 2011 · Comments Off on Death spiral for solar companies?
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
Tags: Alternative energy · Solar sector · TSL
Remarkable
April 14th, 2011 · Comments Off on Remarkable
Remarkable indeed!
Tags: Alternative energy · Solar sector · TSL
Solar up strongly
April 13th, 2011 · Comments Off on Solar up strongly
What’s the matter?
Tags: Alternative energy · Solar sector · TSL
Solar sector reviving
March 30th, 2011 · Comments Off on Solar sector reviving
After all that talk of drastic subsidy cuts in Italy brought the sector down, now we have a couple of nice surprises..
Tags: Alternative energy · Solar sector · TSL
A screaming buy, if there ever was one..
March 21st, 2011 · 2 Comments
The only top level solar which is gaining market share. We couldn’t have said it better ourselves..
Tags: Alternative energy · Solar sector · TSL
Italy spoiling the solar party?
February 28th, 2011 · Comments Off on Italy spoiling the solar party?
Looks like it, but it remains to be seen how serious this is. We’ve been here before..
Tags: Solar sector
Some things you didn’t know about Trina Solar
February 25th, 2011 · Comments Off on Some things you didn’t know about Trina Solar
Good metrics, what’s not to like? Q4 EPS of Trina actually exceeded those of First Solar, whose stock price is more than five times as high..
Tags: TSL
Trina Solar does it again
February 25th, 2011 · 1 Comment
Smashing estimates.
Tags: TSL