Kelvin Schulle

China's Solar Wafer Production Seems Out of Control

SOL will still rally under pressure due to its new biz model, I just learned this morning that China is expanding solar farm aggressively, much more than the west thinks. so prepare for a bottom fishing in solar space.

Yingli Green and Trina's Day in the Sun

while YGE and TSL are in spot light now. SOL and JASO are sleeping giants IMO, SOL is now vetical integrration PV maker and wafer provider to companies liek STP. JASO just boosted their presence in Europe and north america by management shuffling. SOL and JASo have more upside form here compared to YGE and TSL. chasing analysts are not fun at all. you need to protect yourself, we have seen analysts rotate stocks in the same sector before. i.e. from STP to SOL. from YGE to JASO, from LDK to SOL, overall, the whole sector will rise together if China decided to go green.

Chinese Government Offers Incentive for Solar Mergers

my resources tell me both STP and LDK are considering a bid for Renesola (SOL), expect SOL to shoot up this week. offer price around $12-16.