User 226214

Solar Gets What They Want, But Stocks Still Suffer

CSIQ is definitely a strong buy here, they just confirm their 2009 outlook and UMG product is cheap enough and not anyone can compete with them in price even thin film. The material is 70 ton compare to silicon of 400 per ton.

In the Battle of Best Solar Plays, U.S. Is a Distant Second

If you look carefully at all the prospects. TSL is most valuable. However, SOL and SOLF is the second. CSIQ is with 1B market cap now.

In the Battle of Best Solar Plays, U.S. Is a Distant Second

The only looking good solar players are CSIQ, SOL and TSL

Solar Grade: A Silicon Revolution

"then there is Metallurgical Grade [MG] used by the steel and metals industry as an alloying material. MG (98-99% pure) is made from relatively crude materials"

So far, I know only CSIQ producing Solar PV using UMG material which is much cheaper than the regular silicon.

In the Battle of Best Solar Plays, U.S. Is a Distant Second

I agree with Dicki, So far CSIQ and TSL are the best and lowest risk on the solar group.

I am long with TSL, CSIQ.