Solar Sam

Expect Continued Drops in Solar

It is important to distinguish the sectors of the market and who will be the winners. Something very few of the bloggers/analysts/repo... are doing.

Badly managed, overproducing Chinese solar companies can expect continued drops. Many will fail, and that will be good for the world.

Solar companies with a value proposition (low cost manufacturer) or market niche (flexible thin film) will not see the same declines. While they will suffer from the poor management of the Chinese, they will decline less and recover faster.

Now is the time to buy quality and hold, and there is no quality Chinese company in solar.