Fred W

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Most investors in solar manufacturers are going to get smoked. The channel to market/installation is where the $/margins have gone--some channels are significantly better than others...the good ones will be bought as manufacturers continue to "verticalize"...premium prices will be paid.
Most M&A for manufacturers will be at very small premiums--common shareholders will be left with very little as the "premium" will be built into management's compensation only...ESLR being bought by FSLR in the next 6 months--quote me on that (many reasons for this to occur) as it should be part of FSLR's long term plan. A lot of debt at ESLR so buyout should be around $2.55/share-- if my tea leaves are accurate.

fyi-I own about 2000 shares of ESLR (under $1.70)
(0 FSLR shares).

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Here are those ROCKS feeling? They were all good throws as your article is riddled with misinformation and unreasoned conclusions.
Author: you are out of your depth and in need of a few years in the industry to figure out your basic missteps.


On Apr 05 08:54 AM Mr Gadget wrote:

> aquaculture: Yes solar is a growth industry. But this article is
> full of misrepresentation, halftruths, contradictions and mistakes.
>
>
> OK, so how about a reasoned responce that points these "problems'
> out for my edification. Not just throwing rocks.

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Actually much of the construction in Dubai has been funded with debt from the very banks that are now under tremendous pressure. The Middle East is not immune. imo-We have only just begun to feel the real pain that is coming...many rocks need to be overturned before the true depth of the situation can be appreciated.
Only the strong solar manufacturers will survive...at this point fslr and spwr are the only ones that I consider to have any real strength. Having a backlog of orders means very little if you can't make a profit on the sale (eslr is a prime example of this ineptitude)