Day4 Energy Inc. (DFE.TO)

Early-stage solar panel solar technology provider. There are always risks with early-stage companies such as right management, right business and sufficient cash. This company is bringing new technology to market in how they interconnect panels. Outsourcing so are controlling costs extremely tightly and survived the market downturn very nicely. Starting to wind business again.

Photovoltaic modular developer. Big advantage is its technology that allows it to get better electricity yields. However, Photovoltaic is not competitive with most other electrical generation systems. Any large project needs government assistance or major capital.

He us bullish on solar near term. Governments want to spend more on renewable energy. Likes this one. Early stage company, so there is inherent risk. Solar panel producer with novel technology in how they connect to the grid. Executed well on one project. Shrewd operator.

Solar installer. Have developed a much more efficient way to connect solar cells giving you more power.

Manufacture solar panels but with connection technology that is materially more efficient than the standard panel. Recently outsourced for someone else to do the manufacturing. Doesn't look like 2009 will be any better for solar companies. When things normalize for solar, this will be a great investment.