Monday, January 7th 2013, 10:17am
Monday, January 7th 2013, 10:21am
This post has been edited 1 times, last edit by "larryvand" (Jan 7th 2013, 10:26am)
Monday, January 7th 2013, 10:52am
Monday, January 7th 2013, 10:59am
Monday, January 7th 2013, 11:01am
I agree that SOL is a survivor candidate. For the result of the R&D you can look at for example the interview done here on pvsolarinvestor:As the companies look today I think SOL has the best probability of collecting the spoils when the dust settles. The are involved in the whole value-chain from polysilicon and diamond wires and similar raw material to ingot, wafers, cells, modules, inverters, AC kits, project development and power sales and they are some of the most compentent players in several of those verticals with and very good shipment and cost reduction momentum going on. No other solar 11 has the same R&D budget as they and they've had multiple payoffs from that the past year that will capitalize coming years.
Monday, January 7th 2013, 11:08am
Monday, January 7th 2013, 7:23pm
Monday, January 7th 2013, 9:22pm
Tuesday, January 8th 2013, 4:37am
Tuesday, January 8th 2013, 6:19am
Tuesday, January 8th 2013, 7:06am
Tuesday, January 8th 2013, 11:30am
Tuesday, January 8th 2013, 12:22pm
Tuesday, January 8th 2013, 12:56pm
I agree with that. That makes it very hard to select them. It will be hard for them to fail, relatively speaking, in 2013 though.The thing I don't like about CSIQ is on almost every CC, they sound like snake oil salesmen. And in the past year, a lot of the things they said proved them as snake oil salesmen... like the Q4 guidance they gave back in Q2... I have them as dishonest management...
Tuesday, January 8th 2013, 1:08pm
The thing I don't like about CSIQ is on almost every CC, they sound like snake oil salesmen. And in the past year, a lot of the things they said proved them as snake oil salesmen... like the Q4 guidance they gave back in Q2... I have them as dishonest management...
Tuesday, January 8th 2013, 1:34pm
Tuesday, January 8th 2013, 1:42pm
This post has been edited 1 times, last edit by "larryvand" (Jan 8th 2013, 2:07pm)
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