Some ideas in solar

Food for investment thought..

First Solar sell-off overdone? We tend to agree with this article. Yes, they need big discounts in the second half but their cost base is lower and their line-up of orders significant.

LDK has a terrible year (most notably because of write-offs of inventory as prices keep falling), but they just struck a deal on a whopping 500 Megawatt (for five years) in China, and there is plenty room for more there, as the Chinese are embarking on solar installation with abandon..