28 Oct '11, 3pm

The Pending Solar Apocalypse — Not! via @reworld

Yes, narrowing margins are making life difficult for smaller, higher cost producers. But this is and has always been a standard part of the evolution of any industry from niche to growth to mainstream. An undervalued name we own and that I’ve used as an industry representative example before, Canadian Solar (CSIQ), announced October 17 that, due to the rapid growth in the solar industry and emerging commoditization of some components, their overall profit margin is expected to shrink to 12 percent by year end 2011. Meanwhile, their industry is growing at 10 times the rate of the overall U.S. economy and will far more than make up in volume what it loses in margins. This is the normal progression with any new technology, and is usually considered a good thing. In fact, most mature industries operate — profitably — at or below 12 percent. Here's the Fortune/CNN 2009 list of ...

Full article: http://www.renewableenergyworld.com/rea/news/article/2011...

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The Pending Solar Apocalypse — Not!

renewableenergyworld.com 28 Oct '11, 3pm

Yes, narrowing margins are making life difficult for smaller, higher cost producers. But this is and has always been a sta...

The Pending Solar Apocalypse -- Not!

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