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China's Solar Stock Rally: Avoid Being Burned

This is all nonsense. They keep saying solar is MORE EXPENSIVE than other sources yet the article harps of the risks of how dirt cheap polysilicon has become. If polysilicon has gotten so cheap, wouldn't that behoove that solar is becoming more competitive?

I remember several year-perhaps a decade-ago reading about how it would take oil preposterously and miraculously hitting $60 a barrel before solar would be cheaper and this is when oil was at $15 a barrel.

Then oil went to $140 and still no one talked about how oil was no longer the cheaper option. We just acted like we had to use oil. Please understand that these cost estimates are not "hard science". It depends on financial analysis of fixed versus variable costs and capacity so to blindly listen to these "stuck up reactionaries" is very misleading. Obviously once certain fixed costs are incurred in terms of capacity and solar "grids" solar will be far far far less expensive than oil. Look at how many trillions upon trillions (With a T) of dollars went into all the pipelines, oil tankers, refineries, drilling equipment, etc etc.

Four Chinese Solar Stocks Under Threat from Pollution

The stocks are very cheap relative to fantastic earnings. Most will go up at least 3000 % just to begin to recongize their value. TSL as an example is worth well over 200 dollars right now conservatively gven the amazing growth that solar will experience due to the Obama Presidency and the need to clean away pollution. This is just using fairly conservative mutiples on the widely publicly avaialbe published earnings.