Saturday, May 21, 2016

Is First Solar Stock a Buy? -- The Motley Fool

Very informative article, confirming what FS has already stated to us as their competitive advantage. Among other useful things in this article, you will see that they have developed a modular solution. A kind of "power plant in a box",  This is a logical and well-established evolution to cut costs and improve margins in systems that already require integration every time they are deployed. In a conversation I had with GCL execs from China in San Francisico two weeks ago, they stated they were looking for Beta installation opportunities for a 2.5MW AC modular plant.  I expect we will see this announced pretty soon.

http://www.fool.com/investing/general/2016/05/20/is-first-solar-stock-a-buy.aspx


Monty

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