David Segelov

Solar Stocks Don't Necessary Rebound With Oil: The Short Case on SunPower

Aleo Solar (A German public company) released 3Q figures three weeks early on November 7, and reduced full-year guidance significantly as a result of slower sales, higher input costs and lower selling prices.

Goldman Sachs cut estimates on the revenue line by 20%+.

German demand is soft, input prices from the poly mean that margins are being significant affected.


David Segelov CFA
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