Spire Corporation (fka SPIR)

[adelevet]

I'm surprised, too. The earnings weren't very positive and the CEO discussed mostly hopefuls in his discussion of the results, so improvement in the future isn't certain. I think at first signs of a trunaround, however, this will more than catch up. I'm looking into SOLR, a direct competitor but also more diversified along the supply chain, and found it is trading about 20 times SPIR's market cap. They've been virtually flat, as well, but their business is picking up according to their latest earnings webcast (they noted a "surge in demand"). It turns out, however, that their PV business is struggling somewhat (their revenues from this segment is about 10 times that of SPIR), so I think everyone is kind of waiting for demand to pick up.