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  • Top Solar Investing Hedge Fund List  [View article]
    Fred, I agree!!! I lke solars that "verticalise" so long as they are verticalising up the value chain not down it.

    Polysilicon production, close to the bottom of the chain, is stunningly expensive to install plant for, has razor thin margins, and has left companies such as LDK massively exposed to the collapse in price of poly.
    Aug 17 10:09 am |Rating: 0 0 |Link to Comment
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