Update SIGM, TSL 2/6
Our other two plays are having a little bit of a difficult time, one more than the other.
Update TSL, SIGM
Trina Solar first. This now looks like breaking support levels. It’s entirely sectoral, and as we reported the last couple of days, suddenly the sector is snuggling up to oil […]
And yet another TSL update 28/5
Yeah, we’re kind of sorry. Bear with us for a moment. The last few days, we have noticed a sell-off in solars (which in our view is not really warranted […]
Update TSL, EFUT
What we feared seems to be happening at the moment. There is an ongoing sell-off in the solar sector which, from a fundamental point, doesn’t make sense. Quite the contrary, […]
Trina Solar update 27/5
Well, we’re almost there, that 200 day moving average again.. Here is the chart: It needs to hold.
When will the coming polysilicon boom get us to grid parity?
We give a summary of what we see as the most important consequences of the coming wave of polysilicon hitting the market, which will reverberate through the whole industry and […]
TSL Sell-off
If you have followed this site it cannot have come as a surprise that the US economy is not in good shape. Now, that insight seems to get a larger […]
Solar sector scare?
We just came across an article in which a certain Mark Congloff from the Wall Street Journal warns about investing in Solar stocks. He likens it to the ethanol industry, […]
Update
Our puppies doing well.
The solar’s quest for grid parity
Give or take a couple of years, solar energy is expected to achieve ‘grid parity’, the holy grail of solar energy, around 2011. This is when solar will become as […]