Trina Solar (TSL) on the march again: building Trina City
We’ve been a little quiet about Trina the last couple of days, this is not because we don’t like it anymore. We had quite a run, after we advised to […]
Solar demand is set to rise
Some good news out of The Netherlands. They started (or better said, re-introduced) subsidies for the installation of solar panels for citizens and businesses alike. On April first (no joke). […]
Solar sell-off
There is quite a sell-off going on in the solar sector, and as always, the companies move more or less in lockstep. When there is selling, it is usually so […]
Another sunny day for the solars
So far so good. Our thesis has lately been that as long as the general markets are accomodating, the solars would shine. The fundamental and earnings news coming out of […]
A couple of crucial days for Trina Solar
The coming days will be a clash between two opposing forces for our favourite solar play Trina Solar (TSL). On the one hand, we have very favourable company forces at […]
Solars up again
The solar sector is continuing to rebound from those very steep losses in January. We’re not surprised. Those falls were, in most cases, not warranted, although there was a need […]
TSL scraps plans to produce it’s own silicon and rallies again.
Trina Solar (TSL) scraps polysilicon plant and the market comes to their senses
Good news for the solar sector
Somehow, perception often matters more than reality. One of the big bogey’s for the solar sector as a whole was the uncertainty surrounding an extension of tax credit for the […]
And a 200 day moving average to boot: STP
After discussing two 50 day moving averages earlier today, the next story is all about the 200 day moving average, of one of the biggest names in solar; Suntech (STP). […]