Sneha Shah
Long/short equity, research analyst, tech, solar

STR Holdings Is An Attractive Takeover Target

Specialized Technology Resources (NYSE:STRI) is a specialized supplier of materials to the solar panel industry. The company makes Ethylene Vinyl Acetate (NYSE:EVA) solar encapsulants which are used in both thin film and crystalline silicon solar panels. The company has a long history and was the pioneer in the manufacture of EVA encapsulants for the solar industry. The company claims that 20% of all the solar panels made worldwide use STRI encapsulants. The solar industry has been facing a horrid time as massive overcapacity has led to a 50% drop in solar panel prices in the last couple of years. Solar panel producers have been making massive losses and their suppliers are also facing their pain. Solar...

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