shareholdersunite.com

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 […]

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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..

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What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.

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

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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..

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Smashing estimates.

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