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Re: drugmanrx post# 50574

Thursday, 10/08/2015 11:22:33 AM

Thursday, October 08, 2015 11:22:33 AM

Post# of 63559
i will add one more macro pressure on solar
the 30% energy credit ends in 2016 so existing solar may be big sales next year but headwinds after that, as much as loss of credit as the sales increase in 2016 will be canabalizing the 2017 sales to some degree.
so late in the cycle to enter the manufacturing start up.
That being said, this is very promising and efficiencies are going to be key going forward.
i see it as an aquisition target new term. or a good branding partner would be HUGE.
everyone wants to be assoicated with energy efficienies and carbon reduction. cheap brand building in my opinion