Opinions Jordan Zinberg
5N PlusVNP.TOWATCHMay 05, 2025
$6.62
Stock price when the opinion was issued
$40.85
As of Jun 05, 2026. Market Open.
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BUY
It is a very interesting company involving rare and critical minerals from other parts of the world. It provides some components for satellites and solar panels so there is good growth in the end markets. It has a big contract with one of the big US solar companies. Not a lot of competition globally.
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BUY
Big customer is FSLR in the US. Revival in solar products, becoming more attractive as prices have come down. Numbers continue to ramp up. Still room to expand on revenue and earnings. It is a very niche product.
Bruce Campbell (2)Owned
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TOP PICK
5.75% June 30/19. Rare earths and metals. Short term (5 years). A little over 6% yield now.
Joey MackOwned
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DON'T BUY
He is still short the stock. The problem with this company is the balance sheet. Made a major acquisition of some of the raw materials that go into the solar supply chain but took on a significant amount of debt. Solar industry has been in serious decline.
James HodginsOwned
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TOP PICK
Top Short Solar business has just been a disaster in the last year. This company provides components and some of the raw materials into this sector. Collapsing prices and subsidies disappearing. Cheap natural gas is a clean alternative to solar. Have a lot of debt.
James HodginsOwned
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TOP PICK
Originally specialized in tellurium and cadmium telluride the core guts of what is used in solar cells. Acquired a company in April, which diversifies them into other industry products. Just reported earnings, which were very significant. Sales growth up over 460%. 15% ROE. Dirt cheap.
Robert McWhirterOwned
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PAST TOP PICK
TOP PICK
Primary material supplier to First Solar. There are other potential customers lining up. There virtually have no competition. Tremendous balance sheet, lots of cash.
Peter HofstraOwned
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HOLD
Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate sources so there will be other competitors coming into the picture.
Peter HodsonOwned
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Based in Montreal. Supply specialty semiconductors and performance materials. Customers such as a manufacturer of solar panels. FSLR in the US, one of VNP's biggest customer, guided down. Stock dipped. Need to get a handle on tariff impact. Not growthy enough for him.