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betahighlander

10/08/15 11:22 AM

#50575 RE: drugmanrx #50574

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

CashMoneyCarl

10/08/15 12:38 PM

#50578 RE: drugmanrx #50574

I agree with this.. there is not doubt that the solar sector follows the price of oil and gas. History has shown us that much. And the market tanking recently has helped no one. But these are two events that will eventually reverse. The price of oil will rise as will the market in general. We will return to the land of $4 PPS. Its what takes us higher than those levels that remains to be seen and the cell would be a big boost. Maybe someday.