STOCKCHASE

The production quality and quantity never hit what they expected. They had all these customers they pre-paid and had to give back shares. He runs as fast as possible from this situation.

2010-10-19

DON'T BUY

0.450

Used to follow it before the incredible run. There were always questions about the technology of the company. He doesn’t bite into something he doesn’t understand. He would steer clear of it.

2010-08-17

HOLD

0.520

There are always questions around this company. He is afraid of this company.

2010-07-13

DON'T BUY

0.870

Jim Huang

(Market Call Minute.) Doesn't see any future in this company.

2010-04-19

SELL

1.190

Peter Hofstra

Forget this one. Have always been suspicious of the technology.

2010-01-27

SELL

1.630

Used to like this company a lot but doesn’t like it all now. Failed to meet expectations, kept running out of money and giving away shares to solve their pre-payment problems.

2009-11-16

Comment

1.390

(Market Call Minute.) Hasn't owned in over a year.

2009-08-06

Comment

1.230

This is a long-term view that the price of oil is going to go up in the future. If that comes to be true, there has to be other ways to produce electricity. Solar energy is probably one of the best ways to do this. Almost every stock in the solar industry got crushed last year because of the drop in the price of oil. If you still believe in the solar industry for the next 10 to 20 years this is one that will be producing.

2009-07-07

Comment

1.290

This has become a speculative situation. Market had thought their silicon production was going to be commercially viable and demand would be strong. There are now doubts about their process and that it is scalable.

2009-06-26

SELL

1.380

Peter Hofstra

(Market Call Minute.) They don't have a product yet. Just lost another contract.

2009-05-27

DON'T BUY

1.830

Prakash Hariharan

They still need to get their act straightened out. Give it a few quarters to perform. Massive overhang in terms of the number of short sellers getting into it. Also some technical issues.

2009-05-25

DON'T BUY

1.910

There are a tremendous number of doubters. Thinks technology is questionable. Questionable play.

2009-05-01

DON'T BUY

1.690

Robert McWhirter

Solar area has been a challenge. Production is not as large as expected. Prefers FSLR-O

2009-04-29

SELL

1.750

Prefers First Solar in the US

2009-04-28

Comment

2.530

Rick Stuchberry

(Market Call Minute.) A Hold at best.

2009-04-03

SELL

2.050

Peter Hofstra

(Market Call Minute.) Can see the viability of this yet.

2009-03-24

SELL

2.160

Have had the usual teething problems as any new technology. Longer term it should be okay but currently has been beaten unmercifully. Consider taking a tax loss and coming back when the technology is better established.

2009-03-23

Comment

3.170

Had a lot of press and was going to change the world in terms of solar applications. Just raised $25 million and the parent company backstopped the entire deal so short-term financing issue is out of the way. Whole solar market has just disappeared so margins don't look as good. In a return to high spot poly prices they should make a lot of money. Could take a long period of time.

2009-02-12

DON'T BUY

3.340

Has always been some question regarding the validity of their process for making silicon for solar energy. With energy prices going back and the current market conditions, stocks like this have been hurt.

2009-02-02

DON'T BUY

4.310

Hap (Robert) Sneddon FCSI

Too much controversy and he can't understand it well enough to know who is right and who is wrong.

2009-01-12

BUY

5.000

Sort of verging on the $5 level and trying to cross. Momentum indicators are positive. In spite the fact that it is riding the 50-day moving average, it is a front-runner in the sector.

2009-01-08

DON'T BUY

5.250

Lyle Stein

Not much behind it in terms of fundamentals. Sales in the solar space are not going to be what was expected. It is trading on hope and expectation but they haven't really delivered the goods.

2009-01-06

HOLD

4.960

Company announced it will start 4th to 9th lines, which would indicate that first 3 are fine. Expecting much higher shipment this quarter. Very fine product. Problem is lack of financing for people trying to launch new projects. Without government involvement, there could be weaker than expected demand for panels and therefore silicon.

2008-12-02

BUY

3.690

Rick Stuchberry

(Market Call Minute.) Solar panels are going to be huge with Obama. These guys have high-grade silicon.

2008-11-26

Comment

7.860

Indicated production is going well and quality is fine. Just a question of what the market will do when they come out with production numbers. Bit of a rollover in poly prices and the market is concerned about it coming down with commodities. Risk/reward is much better than it was before.

2008-11-07

Comment

8.150

A lot of the solar stocks have been crushed. If they do what they are supposed to do, it could potentially make $4/$5 a share. Will have to wait and see.

2008-10-17

WEAK BUY

11.650

Duncan Stewart

Lots of variables going on in this stock. A large Chinese manufacturer of solar cells expects a drop on solar cell prices. If the company’s technology genuinely works and they can produce silicon for solar cells at $15 a kilo they will make a lot of money. The real challenge is can they make large quantities at the same price. An interesting speculative play.

2008-09-11

Comment

14.480

Reacting to the market but feels the news will be positive.

2008-09-04

DON'T BUY

14.390

Ron Meisels

Had an excellent run from $2 to about $35 and then broke down through the 200-day moving average.

2008-09-03

PAST TOP PICK

15.110

(A Top Pick Sept 20/07. Up 40%.) Still thinks it has great earnings power. Last quarter was very disappointing in terms of production but still a Hold.

2008-08-27

DON'T BUY

15.900

Kevin O'Leary

Started at a very low price and went up to almost $40. It has no earnings and has no dividends. A pure speculation, not an investment. Technology has a whole lot of people that say they know something and are shorting it and they have been right. Wait until it makes money.

2008-08-25

DON'T BUY

12.250

Hap (Robert) Sneddon FCSI

Recent results were very disappointing and stock got brutally punished. A real “show me” stock. They say they can make silica cheaper with higher volumes than anyone else and yet they recently announced contamination in the process and costs were out of line. If it works, you'll make a lot of money but if it doesn't it won't be worth much.

2008-08-14

SELL

15.100

(Market Call Minute.) Likes the whole sector but until he sees economics changing he wouldn't hold.

2008-08-12

DON'T BUY

23.020

Ken McCord

(In-the-money-straddle options.) On straddles you are basically betting on volatility. You are effectively Buying a Call option and Buying a Put option. Academically it’s an interesting trade that makes a lot of sense but practically it’s very difficult to make money on a straddle in Canada. Most options expire worthless, so he prefers Selling them, not Buying. Avoid straddles at all costs.

2008-07-29

PAST TOP PICK

24.050

(A Top Pick Aug 7/07. Up 238%.) Think they can have 30,000 more tons of production. Still has confidence in this one.

2008-07-15

PAST TOP PICK

23.680

(A Top Pick July 4/07. Up 317%.) Last year they didn't have brand name contracts, purity, quality or the expansion. Now everything is in place. They can now get premium pricing for their silicon.

2008-07-08

Comment

24.970

If the technology works as it is stated to, then this is a very valuable property. They don't as yet have a demonstrated record of production and the material being put in place.

2008-07-07

WEAK BUY

24.770

Bill Carrigan

A very slippery high-risk name. It is back down to the lower end of the trading channel so if you were going to enter the stock, this would be the place to do it. Bear in mind that every trend line is ultimately broken. Make sure you have a stop.

2008-07-03

BUY on WEAKNESS

29.700

(Market Call Minute.) A little ahead of itself. Wait for a lower price.

2008-06-24

Comment

33.920

David Baskin

This stock has as many opinions as there are analysts and range from outstandingly glowing to unbelievably dismal. Has no idea who is right. Doesn’t understand their technology so he doesn’t own.

2008-06-10

TOP PICK

33.950

Brendan Kyne

(A Top Pick June 15/07. Up 843%.) Massive earnings profile @ $.40 in 08, probably $2 in 09, $3-$3.50 in 2010 and possibly $7 in 2011. Expecting multiple contract announcements this summer. Could be a capacity announcement going from 14,500 metric tons to 20 or 25 thousand metric tons.

2008-06-06

DON'T BUY

30.600

Steve Carlin

Has concerns on the price of the stock. Looking at the earnings potential and the current price he can't see making any money.

2008-06-03

DON'T BUY

30.500

He is not a player at this price. Mid 20’s would be a good entry point.

2008-05-30

HOLD

27.900

(Market Call Minute.) Potential is still to come.

2008-05-27

BUY

27.700

Q; What is your exit strategy considering you own such a large percentage of this stock? A: Volumes are large enough that they could sell, but their strategy is via a takeover or transition into a multi-market cap. At some point this company will need to be bought by a solar company.

2008-05-26

Comment

28.500

Derek Webb, CFA

For all practical purposes, he feels their process is real and their earnings are accelerating. He just sold his stock because it has reached its old high. When it goes down again, it can be repurchased.

2008-05-16

DON'T BUY

23.700

Paul Thornton

Their technology is being challenged. Stock made a huge gain, but ever since then it has become very choppy and the way it trades. The big run-up was on expectation meaning there is no profit yet from that side of the business. Something does not seem right there. There are other sources for solar such as First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q).

2008-05-07

Comment

19.200

Howard Sutton

Upgrades metallurgical grade silicon. The key advantage they have is cost. The supply/demand for solar is way out of whack. This will be corrected in a couple of years. The question is, can they go from 400 metric tons this year to 14,000 metric tons by 2010. If they can do that and keep costs under control, this would be a Buy.

2008-05-05

Comment

19.880

Jeff Parent B. Eng. FCSI

Looks like a good Buy right now but there is huge volatility. Very good trading stock. They are reporting earnings on May 8 and this will help propel the stock, either up or down depending on results. Very difficult to predict.

2008-05-02

DON'T BUY

19.520

Short sellers have been saying they don't have a product but, on the other side, they have some pretty serious backers who understand that there is a product. European firms have been spending a lot more in Cap-x and have not had a technology that has really done what they say can be done. Still have to prove it self.

2008-04-30

Comment

18.500

Alexander Lane, B Comm, C

Feels his company knows the solar space very well and is confident with this one. There is some risk. There is no question about the quality of their production. The only question is can they produce in large quantities with high quality and low cost.

2008-04-29

DON'T BUY

21.600

A controversial stock. Have yet to deliver a full quarter of production with their new high-grade silicon process. Analysts haven't had a lot of access to see if their process is real. Fully priced.

2008-04-23

DON'T BUY

18.230

David Baskin

One of the most interesting and controversial stories on the TSX right now. One side says they have found a way to make solar panel grade silicon cheaper than anyone else in the world and will soon go into large-scale production. Others say it is a scam and haven't invented any new process. Wouldn't speculate on this one.

2008-04-22

TOP SHORT

22.150

Ravi Sood

Has not seen anything to prove to him that they have any sort of proprietary technology and yet there is so much built into the stock. Had declining revenues and operating losses for several years. No clear technology advantage over anyone. Doesn't think they can deliver on any of their contracts.

2008-04-21

BUY on WEAKNESS

22.950

Steve Martin

Recent deal with the German solar manufacturer is quite significant. A problem with metallurgical silicon is that no one knows what the problems will be in 10 or 20 years. Will cells degrade quicker than conventional cells? Stock has reached a point where it is not going to definitely be a home run. Still looks attractive based on earnings potential, but shorts are starting to come into the market now. Long term he is positive on it.

2008-04-18

Comment

26.330

Paul Thornton

Solar power play. Doesn't know what the upside is. A choppy trader. Very speculative right here. May represent too much risk.

2008-04-11

WATCH

25.900

Manufactures silicon for solar panels. Has gone up a lot but not necessarily expensive. Chart shows a saw tooth pattern so, if you can, buy on the dips. Higher highs and higher lows. 71X PE is pretty high even with strong earnings growth.

2008-04-09

STRONG BUY

24.700

Robert McWhirter

Timminco (TIM-T) and Arise Technologies (APV-T) are 2 radically different companies. This one produces silicon, which is the cornerstone for making solar cells and computer chips. Silicon is in extremely short supply. The real trick in silicon is its purity. Introducing a new process for higher purity. Huge increase in production should come on mid-2009.

2008-04-08

Comment

23.370

Have appeared to secure a wonderful new contract, which appears to absorb all their production including their expansion. The new contract means they will have to expand more. If you bought it very low, take some profits.

2008-04-01

DON'T BUY

24.160

Lyle Stein

There is too much good news built into the stock. It’s trading at 40 times next year’s earnings.

2008-03-28

SPECULATIVE BUY

16.100

Quarterly report looked weak. Expectations going forward are bullish though. Had a heck of a run last year, and has some fairly high growth expectations built into the numbers. If they don't meet those numbers it will hurt the stock. High reward, and high risk.

2008-03-20

BUY

17.290

It’s a buy. They’ve done nothing wrong. Their quality has been improving. Buy for the next year.

2008-03-17

BUY

16.100

Their quality has been improving. Buy for next year, don't worry about what happens today.

2008-03-17

WATCH

18.500

Ron Meisels

Possible that this stock will return to its 200 day moving average ($12.50). If it breaks $17, it will move all the way to $12.50. Set stop-loss to roughly $17.

2008-03-14

BUY

19.000

Quite exciting company because it is one of the leading pure companies in high-quality silicon for the solar industry. They are building extra capacity. High risk, but capable of going much higher because solar will continue to be built.

2008-03-13

BUY

21.000

(Market Call Minute.) This one has come down enough to be a Buy.

2008-03-06

SELL

21.370

Has had some tremendous moves and if you own, he would be tempted to take some profits off the table and find something with a cheaper valuation. Fully priced.

2008-02-29

BUY

15.970

A lot of news still to come. With the contracts they have, they don't have enough production. In the next few weeks they will have to announce another expansion. Also will probably announce some new contracts. Can see $2 of earnings per share.

2008-02-12

SPECULATIVE BUY

15.270

Alex Ruus

Have a method where they can convert industrial grade silicon for solar use. Upside potential is in the $40 range. Be cautious on any industrial ramp ups, as there could be hiccups. Stock is not cheap, but if they can execute, it looks cheap. Would only Buy a small position.

2008-02-04

PAST TOP PICK

13.950

(A Top Pick Sept 30/07. Up 25.8%.) Half the value of the stock has been destroyed since year and yet they have more contracts and a clean balance sheet. Potential earning power of $2.00. Great solar technology. Still a Buy. Production cost of silicon is $10 a kilogram and can sell it upwards of $60.

2008-01-31

Comment

13.440

Peter Imhof

Had a big run up to about $23 at the end of the year, but the market has been jittery over the last 4 weeks or so and the stock has come off quite a bit. Fundamentally, the story has gotten even better. Feels the company can earn over $2 per share by 2010.

2008-01-30

SELL

13.300

Companies that have gone up so much in value, to him, he doesn't buy into it.

2008-01-25

BUY

12.820

High quality silicon production for solar panels. Will probably go up again from here. The solar sector is very hot.

2008-01-22

SELL

15.450

David Taylor, MBA, CFA

As a contrarian, he tries to buy value and stocks that are creating a cash flow. This company is not doing that yet. If you have made a significant amount of money, this would be the time to take some off the table.

2008-01-10

SELL

15.000

Bill Carrigan

Silicon production that goes into solar panels. Basically a rare space, concept stock. When you have a bull market, everybody gets excited and there is a lot of money to be made, but bear markets have no patience for them.. Thinks it had a spike top in late December. If you own, consider reducing.

2008-01-09

DON'T BUY

15.000

Werner Muehelemann

Manufactures silicon for solar panels. They are developing a process to purify it to 99.59%. Market is very bullish on the name. Have gotten some contracts but haven’t given a lot of details on them. Still not producing earnings. He would like to see some earnings out of them.

2008-01-09

BUY on WEAKNESS

18.300

Michael Decter

Sees a lot of good things happening with this company. A number of the solar plays are pricey and he would marginally favour Arise Technologies (APV-T). If you can get it in the mid-teens you would be better off.

2008-01-07

DON'T BUY

20.830

Up 7000% over the last year, so would not buy it at this time. Has a new method of making solar panels and appears to be in commercial production. Have some long-term contracts. Underlying story looks great and it might be a good company but not necessarily a great investment.

2008-01-02

Comment

21.950

Bruce Campbell

Solar panel manufacturer. Multiple is around 25X. A fast growing sector. Prefers 5N Plus (VNP-T).

2007-12-31

Comment

21.910

Hugh Cleland, CFA

Manufactures solar grade silicon. Thinks of it as more for trading.

2007-12-27

TOP PICK

16.320

Brendan Kyne

(A Top Pick Apr 11/07. Up 505.5%.) Metallurgical silicon for solar cells. World’s 2nd largest solar manufacturer just signed a long-term agreement. Expect to be fully running with 3 lines by the end of the 1st quarter giving $.40/45 earnings, $1.50 in 09 and $2.50 in 2010.

2007-12-17

STRONG BUY

17.380

Had almost used this as a Top Pick. They benefit from a worldwide shortage of solar grade silicon. Their plant is working, quality looks good and they are probably going to announce a customer. May end up in the TSX Index tonight. It will be a huge 6 next weeks for them.

2007-12-14

TOP PICK

13.300

Solar silicon manufacturer. Will go into production in the next 2 weeks. When they announce production, a lot of uncertainty will come off. Have sold more than their 2008 capacity so they will have to expand. Did a financing so balance sheet risk is completely out of the way. Big enough to go into the TSX index. Expect they can make $2.50 a share.

2007-11-26

Comment

12.620

Hugh Cleland, CFA

Solar play. The warning right now is that in 2 or 3 weeks it is either going to be a $15 to $20 stock or a $5 to $10 stock. Traditionally have been producing chemical grade silicon at 3.9 purity and are trying to produce solar grade silicon at 6.9. If they run into hiccups, the stock could go down.

2007-11-23

BUY

10.990

Steve Martin

They are still on track to get their production going in December for the manufacturing of polysilicon. That will get them 1200 metric tons and their next 2 lines should get them to 4000 in the 1st quarter. The shortage is supposed to be eased in 2009 so the high prices they get may ease off. Buy it in the $10’s.

2007-11-22

WEAK BUY

12.120

Raised in the past solely because of silicon. They will go to full capacity in early December. In early 08 they should be at full capacity, making a lot of money. The risk is they don’t produce the capacity or grade they intend to. Own almost 20% of company.

2007-11-19

DON'T BUY

13.150

Lesley Marks

Attractive solar play. Very high risk. Solar valuations globally are ridiculous right now. This is being dragged up by that. If the market continues to correct, this will be one of the companies hurt the most.

2007-11-15

SELL

14.000

(Market Call Minute) Would be a seller. Overpriced.

2007-11-14

Comment

11.840

Michael Decter

Manufacturers pure silicon, which is needed for solar panels. Not sure he has a good fix on the earnings. Sold his holdings too early. Need to be patient for 2 or 3 quarters.

2007-11-12

Comment

16.000

One of the difficulties in solar panels is producing high quality silicon. This one seems to be very highly valued by the analysts.

2007-10-31

HOLD

16.000

Allan Jacobs

They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value.

2007-10-30

DON'T BUY

15.250

Wouldn't go near it. He was more interested in it when it was at 50 cents.

2007-10-18

SELL

16.000

Bill Carrigan

Maybe has seen the best money out of it. Time to take some off -reduce.

2007-10-17

SPECULATIVE BUY

16.350

Stock has increased and there is talk of expansion. He likes the management team. He believes that the company will do well. He owns 16-17% of the company.

2007-10-15

SELL

16.700

Hap (Robert) Sneddon FCSI

If you aren't already in this stock, you have missed it. If you own, there is nothing wrong with taking profits.

2007-10-12

HOLD

18.140

MACD is still positive. It is still above its 50 and 200 moving averages and there is a lot of air space there. The stock has been accumulated all the way up on its rise. He wouldn't be surprised if it wants to come back to a round the $11 level, but right now there is nothing to suggest to get out of it.

2007-10-09

Comment

18.140