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No Second Solar Slump In Sight

April 29th, 2014 · Comments Off on No Second Solar Slump In Sight

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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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..

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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.

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Tags: Alternative energy · Solar sector · TSL

Remarkable

April 14th, 2011 · Comments Off on Remarkable

Remarkable indeed!

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Tags: Alternative energy · Solar sector · TSL

Solar up strongly

April 13th, 2011 · Comments Off on Solar up strongly

What’s the matter?

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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..

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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..

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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..

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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..

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Tags: TSL

Trina Solar does it again

February 25th, 2011 · 1 Comment

Smashing estimates.

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Tags: TSL