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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
  • Solar Stocks: Citi Says Still Too Early to Buy [View article]
    ROFL

    Eric's job is to analyze this sector and produce an opinion for us that is likely quite informed.

    It took a much more senior and highly compensated individual to destroy citi.

    You should enjoy Eric's analysis. I doubt Citi will be able to pay for it much longer...



    On Mar 06 05:31 PM samanaali wrote:

    > Once city learns how to manage their own books, I will listen to
    > anything they have to say :)
    Mar 08 04:31 am |Rating: +1 0 |Link to Comment
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