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| DON'T BUY | 0.100 | Robert McWhirter | Manufacturer of solar cells, particularly in Germany. Their big challenge is that the German market is over 40% of the global installed base for solar. Governments around the world are cutting back on solar subsidies. | 2011-05-31 | |
| Comment | 0.175 | Robert McWhirter | Have a solar manufacturing plant in Germany and expanding into an installation location in Ontario where government has indicated a strong incentive to install solar residentially and commercially. Emerging growth story but not in his database. | 2010-12-09 | |
| DON'T BUY | 0.215 | James Hodgins | Has always liked management but it has been a serial disappointer. Had to do a massive dilution in the share count earlier this year. Will also be beholden to subsidies for green energy (solar energy) in Germany. | 2010-10-07 | |
| DON'T BUY | 0.385 | Lyle Stein | A play on the solar industry. Solar is interesting but it's a bit pricey and he is not playing this area today. | 2009-07-31 | |
| DON'T BUY | 0.440 | Peter Hofstra | Silicon production and solar devices. Doesn't see it inherently benefiting from Ontario's green technology. Had some technical difficulties. | 2009-05-27 | |
| DON'T BUY | 0.340 | Peter Hofstra | If you are going to have only 1 or 2 clean technology stocks this is not one that should be on your list. Very early days. They are looking to exploit some university research. | 2009-03-24 | |
| DON'T BUY | 0.540 | Duncan Stewart | Solar is in a bit of an eclipse. Across the board in the solar sector there are capacity cuts and supply cuts and companies are downgrading guidance. Solar will be massively in overcapacity in 2009 based on fundamentals. This company has some new interesting technology but it is not ready yet. A wildcard is what governments do. | 2008-12-30 | |
| DON'T BUY | 1.330 | Michael Decter | Whole solar sector ran up on a view that solar was going to come into a much bigger part of the energy mix. It will take some time and will require incredible patience. | 2008-08-18 | |
| DON'T BUY | 1.690 | Robert McWhirter | Have 3 parts. 1) Manufacturing facility in Germany that is largely subsidized by the government. 2) Installation of devices on roofs to capture power. Payback is roughly 15-20 years. 3) Growing silicon for semiconductors. Better companies available. | 2008-06-18 | |
| DON'T BUY | 1.760 | Brendan Kyne | There have been some delays, which is one of the reasons the stock has not performed well. This is not one of his favourites. They need to execute better. | 2008-06-06 | |
| BUY | 2.190 | Paul Thornton | If you like the solar space, some of the companies that you could consider are First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q). | 2008-05-07 | |
| PAST TOP PICK | 2.480 | Steve Martin | (A Top Pick Nov 22/07. Up 1.7%.) Short term he is neutral on this one, but long-term the stock could double. Just announced an increase in their stock capacity from 350 MW to 560 MW. Also going to start construction on a 10,000 metric ton polysilicon plant, which he feels is a “sky in the pie” plan. Near term will need quite a bit of money which will hold the stock in. | 2008-04-18 | |
| DON'T BUY | 2.300 | Robert McWhirter | Timminco (TIM-T) and Arise Technologies (APV-T) are 2 radically different companies. This one is both a manufacturer and a potential producer of silicon. New plant should come on in May for production of solar cells. Is their proprietary methodology going to allow them to produce silicon for their own production as well as other people at a good price when there are concerns that 2 years down the road there may be price pressures. | 2008-04-08 | |
| Comment | 1.630 | Robert McWhirter | A play in the solar space. Solar is expected to grow by 40% over the next 5 years. Building out new production facilities in Germany. Prefers others. | 2008-02-20 | |
| BUY | 1.900 | Alex Ruus | A solar company. Very interesting technology. If they can execute on everything they are doing, it could be a good winner. Solar is a good space to be in. | 2008-02-04 | |
| Comment | 1.900 | Michael Smedley | This is a minor company with a lot of interesting aspects in the solar business. More diversified than many. | 2008-01-22 | |
| DON'T BUY | 1.740 | Jean-Francois Tardif | Solar. Just got a big grant from the German government to build a plant for building solarium panels. Before getting revenues they have to build the plant, get contracts to sell the product and need to prove that they can keep the costs where they have predicted. This type of stock is not doing well in this market. | 2008-01-21 | |
| BUY | 1.990 | Brendan Kyne | Manufactures solar cells. A sleepy name that will do well and will participate in the sector. Will possibly earn $.25 a share in 2 years. | 2007-12-17 | |
| BUY on WEAKNESS | 2.080 | Alexander Lane, B Comm, C | Solar space and alternative energies. Recently raised some money and in the process of building a solar cell plant in Germany to be opened in the middle of 08. Also have technology to give solar cells 18% efficiencies versus the current standard of 15%. Solar silicon can be a risk for them. He has tended to stick with bigger companies and hydropower and LED technology. Too expensive for him. | 2007-12-12 | |
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| TOP PICK | 2.120 | Steve Martin | Has 2 solar Top Picks and this one is more speculative. Has pulled back giving it an attractive buying opportunity. Currently in the process of getting 2 lines for producing solar cells up and running in Germany. They will be making more efficient cells. Short-term efficiency goal is 18% and long-term is 22%. | 2007-11-22 | |
| BUY on WEAKNESS | 2.340 | Lesley Marks | Lots of positive news/momentum in the solar space and the stock has benefited. Has been good news with respect to contracts and their ability to build out solar capacity. Also looking to new technology for higher efficiency in solar cells. Building a manufacturing plant in Germany, which always creates a little risk in the story. Be prepared for volatility over the next 6 months. | 2007-11-15 |
