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The Green Investor  

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  • Amidst Growing Solar Trade War, First Solar and China Try to Play Nice [View article]
    This is a momentous announcement for First Solar (FSLR). The Chinese are in effect buying First Solar’s technology and low-cost manufacturing know-how. They went to the low $/watt leader and cut a deal. This is bad news for many in the solar industry because the best is soon also to become the biggest.

    While the terms of the deal have not been released (probably not fully negotiated yet) you can bet that it will be good financially for FSLR.

    Oh, and I would seriously rethink that net short position.
    Sep 8, 2009. 06:41 PM | Likes Like |Link to Comment
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