tedS

First Solar's Two for Tuesday

Dear Scroog -

Perhaps the chinese stock owners' sell off. There are lots of uncertainties! But I don't think the game is over. I am willing to buy again at $115.

First Solar Fears Competition from Silicon Panel Makers

The ability to keep manufacturing costs low while producing good products is a big advantage. Without any question lowering the cost of raw materials is a contribution to reduction in the total production cost.
It seems possible to me that First Solar's designers may already have a hybrid product that takes advantage of the low-price silicon such that they can maintain the cost saving over the competitors.

Solar Again Under Attack

Is it a true story that the CEO of First Solar sold 50% of his shares? At Yahoo! Finance it shows that in the last 6 months insiders sold 8% of the total (the total shares held by insider was 27.5 millions). But it doesn't show the names of the sellers.