Trina Solar (TSL) marching on strongly
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 […]
Innovation rife in still difficult but improving solar sector
There is hardly a day without some formerly unknown company or research outfit announces a new process or technology (or both) for producing solar cells….
Rally in Solar Stocks
Finally the price wars seem to be coming to an end…
The US alternative energy market set to grow
On the heels of Germany’s market, which has developed much further..
Haircut in First Solar seems a bit silly + Notes from the conference call
More of a timing issue..
America missing the boat in the new growth industry
Such a pity that other governments are smarter..
Some ideas in solar
Food for investment thought..
More on the solar shake-out
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 […]
Shake-out in the solar sector
With Suntech selling panels in the US below cost price and prices falling by almost half in a year, it’s ugly out there. But this produces two effects for the […]
Solar approaching grid parity
It’s good for the environment, but actually not so good for investors, as the price falls have gone a bit too rapid..