Stockchase Opinions

Steve Martin Timminco Ltd. TIM-T BUY ON WEAKNESS Apr 18, 2008

Recent deal with the German solar manufacturer is quite significant. A problem with metallurgical silicon is that no one knows what the problems will be in 10 or 20 years. Will cells degrade quicker than conventional cells? Stock has reached a point where it is not going to definitely be a home run. Still looks attractive based on earnings potential, but shorts are starting to come into the market now. Long term he is positive on it.
$22.950

Stock price when the opinion was issued

misc industrial products
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

COMMENT
This has become a speculative situation. Market had thought their silicon production was going to be commercially viable and demand would be strong. There are now doubts about their process and that it is scalable.
COMMENT
This is a long-term view that the price of oil is going to go up in the future. If that comes to be true, there has to be other ways to produce electricity. Solar energy is probably one of the best ways to do this. Almost every stock in the solar industry got crushed last year because of the drop in the price of oil. If you still believe in the solar industry for the next 10 to 20 years this is one that will be producing.
COMMENT
(Market Call Minute.) Hasn't owned in over a year.
SELL
Used to like this company a lot but doesn’t like it all now. Failed to meet expectations, kept running out of money and giving away shares to solve their pre-payment problems.
SELL
Forget this one. Have always been suspicious of the technology.
DON'T BUY
(Market Call Minute.) Doesn't see any future in this company.
HOLD
There are always questions around this company. He is afraid of this company.
DON'T BUY
Used to follow it before the incredible run. There were always questions about the technology of the company. He doesn’t bite into something he doesn’t understand. He would steer clear of it.
SELL
The production quality and quantity never hit what they expected. They had all these customers they pre-paid and had to give back shares. He runs as fast as possible from this situation.
DON'T BUY
Solar. Company has not been economic without government subsidies.