Opinions
Howard Sutton
Timminco Ltd.
TIM-T
COMMENT
May 05, 2008
Upgrades metallurgical grade silicon. The key advantage they have is cost. The supply/demand for solar is way out of whack. This will be corrected in a couple of years. The question is, can they go from 400 metric tons this year to 14,000 metric tons by 2010. If they can do that and keep costs under control, this would be a Buy.
$19.200
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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.
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