Quote:
Originally Posted by bhutocracy
What do you think of nanosolar? I'm hesitent to invest in anything to do with current production technologies. I kind of don't want to put any kind of long term investment into expensive silicon based technology when they'll be printing it in a few years and solar panels will just be your windows or the whole roof of your house as they're combined with the actual building materials in a cost effective process. I've been in Dyesol, a similar non US company.
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It has yet to IPO, so there is no investment opportunity yet.
They have also yet to be able scale production and have perfected only one part of the manufacturing process so far.
I think their is room for a lot of technologies and with the poly plants going up around the world I think that silicon will get cheaper and will be with us for some time... it is still far more efficient.
The likes of LDK solar will soon catch up with First Solar in terms of cost per watt and margins so that's where my money is for the next few years.
Invest quickly, earnings season for solar is upon us and they have already started to rally the past week (masssively) and contrary to what those bozos on CNBC say this is because of Obamas chances of winning.
Today will be an interesting day for the solar stocks... Looking forward to the action
