Stockchase Opinions

James HodginsTimminco Ltd.TIM.TODON'T BUYNov 15, 2010

Solar. Company has not been economic without government subsidies.
$0.40

Stock price when the opinion was issued

misc industrial products
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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
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.
HOLD
There are always questions around this company. He is afraid of this company.
DON'T BUY
(Market Call Minute.) Doesn't see any future in this company.
SELL
Forget this one. Have always been suspicious of the technology.
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.
COMMENT
(Market Call Minute.) Hasn't owned in over a year.
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
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.
SELL
(Market Call Minute.) They don't have a product yet. Just lost another contract.
DON'T BUY
They still need to get their act straightened out. Give it a few quarters to perform. Massive overhang in terms of the number of short sellers getting into it. Also some technical issues.
DON'T BUY
There are a tremendous number of doubters. Thinks technology is questionable. Questionable play.
DON'T BUY
Solar area has been a challenge. Production is not as large as expected. Prefers FSLR-O
SELL
Prefers First Solar in the US