Oh I am not invested but their acquisition of Heliogen and it's concentrated solar and LDES storage for data centers seems interesting. Definitely a moonshot though, which is not the investment to make in this market. They just got a 280 mw contract for a data center in Utah though, so the moonshot could have legs
Since non chinese polysilicon prices have surged, I am thinking if there is a trade in those producers, specifically WCH that is running at very low utilization in the US. Given the low 45X credit compared to the price difference to china, do you think there is enough demand for their product? GLW commentary that you pointed out and Looking at the peers surging OCI holding (korea), Tokuyama Corporation (Japan), I think they are next.
What an excellent suggestion. I dont know much about the companies, but their charts look perfect. I am building a feature on stockdrifts that will allow us to have build conviction on foreign especially korean and japanese stocks. Stay tuned
Do you still like BWEN?
Its fell out of my radar a little bit. I sold my 1% holdings after 30-40% surge.
The 2026 guidance is meh. The chart is quite excellent though bouncing off the 200dma and breakout level.
I really think GLW is still very cheap and might pull a SNDK type run
Very plausible. Did you see my screenshot of their guidance for solar revenue. Absolutely insane
No, I must have missed it.
Yes. I added that on the article
That means this is bullish for $FSLR
FSLR’s got its own issues
Sorry I'm not a subscriber so I can't see the list but wondering if $Zeo is there?
Financials look awful. No transcripts to analyze. What do you like about them so much?
Oh I am not invested but their acquisition of Heliogen and it's concentrated solar and LDES storage for data centers seems interesting. Definitely a moonshot though, which is not the investment to make in this market. They just got a 280 mw contract for a data center in Utah though, so the moonshot could have legs
Are you interested now? Its done a few percentages moves.
Nope we have no new info. Just a solar installation company with a really interesting subsidiary with a "big if true" MOU - total moonshot.
Interesting. Thanks for this. Will add it to my watchlist.
Since non chinese polysilicon prices have surged, I am thinking if there is a trade in those producers, specifically WCH that is running at very low utilization in the US. Given the low 45X credit compared to the price difference to china, do you think there is enough demand for their product? GLW commentary that you pointed out and Looking at the peers surging OCI holding (korea), Tokuyama Corporation (Japan), I think they are next.
What an excellent suggestion. I dont know much about the companies, but their charts look perfect. I am building a feature on stockdrifts that will allow us to have build conviction on foreign especially korean and japanese stocks. Stay tuned