Jump to content

Leaderboard


Popular Content

Showing content with the highest reputation on 04/29/2019 in all areas

  1. 1 point
    I think the real issue with FSLR is its risk concentration: Rely on US market dominated revenues Rely on temporary competition protection in US market Rely on temporary subsidies in US market Rely on competitive success of narrow field of CdTe manufacturing equipment development Rely on success of narrow field of rare Tellurium production Rely on continued wide market acceptance of toxic Cadmium So far there's been volatile reward for these risk bets. When one has failed another has delivered. It would seem prudent to spread bets.


×
×
  • Create New...