First Solar Inc (FSLR)

[MilesTeg]

On the tariffs.......

I'm struggling to find another company that benefits more than First Solar from these actions.

Any company really.

The spin has been mostly negative, and there's reason for that.
Jobs will be lost, yes. Mostly on the installation side. Projects will get delayed or shelved altogether. It hurts the industry as whole.

For now.

The most important thing this tariff does is level a historically skewed playing field.

China, and most of the companies complaining about this tariff, have benefited immensely over the last five years from a market flooded with cheap, less effective, imported cells and modules.
C-Si can't hang with thin film PV in the long term. That's why China has been relentlessly dumping. To kill the thin film market in the US.

Well, that's over now.

First Solars tech has always proven more reliable long term.
The trade off is slightly lower conversion efficiency.
It's what has allowed First Solar to survive a volatile market.

Series 6 is a watershed moment for First Solar.
Combined with these tariffs and the lower corporate tax rate, it's safe to say First Solar is positioned quite nicely.

This is going higher. $100 is in play this year, and there was a time, not that long ago, that I never pictured saying that again.

All imo of course.