| BUY | 7.530 | Peter Hodson | (Market Call Minute.) Can't believe where it is. It's a definite buy here with First Solar (FSLR-Q) knocking the lights out. | 2008-08-27 | |
| BUY | 10.160 | Jean-Francois Tardif | (Market Call Minute.) Solar is the place to go. In a diversified portfolio it’s a good buy. | 2008-07-15 | |
| BUY | 10.010 | Peter Hodson | Strategic position in the solar industry is pretty secure. Producing material that goes into thin film. First Solar (FSLR-Q) is their biggest customer at 55%-60% of revenues. Could be a takeover. | 2008-07-08 | |
| HOLD | 10.600 | Bill Carrigan | Watch the lows. You don't want it to take out the lows. Be patient with it. | 2008-07-03 | |
| DON'T BUY | 12.250 | Robert McWhirter | Supplies cadmium telluride cells to First Solar (FSLR-Q). Fist Solar uses an extremely thin film process with a dramatically smaller amount of silicon compared to more conventional ones. Offsetting that is their low efficiency of 10% to 12% compared to what Arise Technologies (APV-T) of 15%. | 2008-06-18 | |
| BUY | 10.480 | Brendan Kyne | Solar cell silicon. Their primary customer is First Solar (FSLR-Q). With First Solar’s tremendous growth this company will continue to see a ramp up of its production. Has traded sideways and is probably a good point of entry. If Democrats get elected, the stock could easily double. | 2008-06-06 | |
| Comment | 10.720 | Michael Smedley | He has been selling down. This is riding on a solar industry, which is dependent on all the players being able to continue to deliver their technology into a rather strange industry. | 2008-05-12 | |
| BUY | 11.110 | Jean-Francois Tardif | Refine rare metals into high purity. Extremely profitable today. Last quarter, the net margin after tax was 25%. Very important client to First Solar (FSLR-Q), which is the high-growth company in the solar business. Opening a 2nd plant in Germany. | 2008-04-29 | |
| PARTIAL BUY | 12.110 | Steve Martin | This is one that he has struggled with because it is one of the best exposed companies for the solar industry but is a little bit expensive on an earnings basis. If you believe that the industry will grow at 30% or 50% per year for the next 10 or 20 years, which he does, this company will definitely prosper. Wouldn't make it an overweight holding. | 2008-04-18 | |
| BUY | 11.880 | Robert McWhirter | Not part of his database. Analysts are expecting 40% growth going forward for the solar industry. Provide product to First Solar (FSLR-Q), which has the lowest cost per watt. New European plant delayed but expected to come on stream in June. First Solar has a new plant coming on in 6 months, which should help dramatically. Biggest risk is their single customer reliance. Speculative. | 2008-04-08 | |
| BUY | 11.220 | Michael Smedley | Company appears to be doing well. The solar sector is exciting but it is a highly speculative sector. There will be massive moves occurring on rumours. This would be his favourite in this sector. | 2008-04-01 | |
| TOP PICK | 7.650 | Peter Hodson | Solar panel play. Has an earnings potential of $.60 over the next 12 to 18 months. They are already profitable. Biggest customer is First Solar (FSLR-Q). Growing at 200% per year. Have a new application going into “phase change memory” to replace “flash memory” so they have a whole new market next year that could be just as big as solar. | 2008-01-31 | |
| TOP PICK | 6.250 | Jean-Francois Tardif | Take rare metals and refine them to a very high purity. Use them in solar panels as well as LED and Imaging technologies. Sales were up 39% last quarter, year-over-year. Gross margins went up 500 basis points and the net margin after tax was 18%. Now partnered with First Solar (FSLR-Q), which is building plants globally for solar panel production. | 2008-01-21 | |
| WAIT | 7.960 | Bruce Campbell | Solar panel play. Got in on the IPO. Putting a plant in Germany along with the one they have in Quebec. Has done exceedingly well in just a few trading days and he has been taking some profits. Multiple is around 25X. Would wait for something down around six dollars. | 2007-12-31 | |
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