User 226214

First Solar and Solarfun May Defy Short-Term Weakness in Solar Sector

STP never fell below $20, and it has the technology. CSIQ, TSL also looking good to me.

China Solar Companies Slowing Production

by the way, STP will have their thin film plant runing by Q1 09, that will be competing with ENER, and First solar.

China Solar Companies Slowing Production

I don't even think this is really true, just last month, TSL, CSIQ, SOL all have very possitive comments that they already sold out for this year. Next year already booked up to 70% for TSL, 100% for CSIQ(CEO said out of he's planed capacity).

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.

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.

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

It is a old story, every solar company raise the guldens, I doubt that story is truth.

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

CSIQ is developing new markets other than Spain, and increased extimated shipment of 550mw next year. Some for SOL and TSL.