First Solar Inc (FSLR)

[squashjohn]

What do u think here Miles? You've been a close follower of fslr always.very interesting last wk to see the biggest solar bear - gordon johnsonof Axiom - suddenly swing 180degon tsl,jaso,yge.. citing that the end of Chinese subsidies 1-7-2017 will drive a massive 'pull-in' demand for H1 2017 for those panel makers. Counter intuitive buy signal cause media is pumping non-stop abt an oversupply driving prices/ margins down.. Axiom is proposing the opposite, a mass rush to invest in big scale solar b4 the tax benefits end, which will cause a surge in prices. Solar panel prices spiked upwards last week, 1st time in 38 weeks..