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First Solar, Inc. Message Board

  • mschuver@gmail.com mschuver May 7, 2014 7:29 PM Flag

    Another possibility - rooftop obsession?

    In the interests of trying to rationalize this deep sell-off:

    As I recall, the CC stated that FSLR would be looking for partners to take up the Tetrasun panels in order to get them on rooftops. They also didn't sound super enthusiastic about the sector, or express a sense of urgency. We've been seeing this sentiment grow out there in the analyst fart generating machines that the future of solar growth is in rooftop, and that (in spite of the fact that First Solar keeps demonstrating the opposite), utility scale solar is dying. Is it possible that there were large shareholders out there looking for FSLR to come out and say impressive and aggressive things about rooftop rollout?

    I was actually in this camp a Q ago, but have since backed off and come to be happy with the direction of FSLR management. Rooftop would be nice, especially if you can con people into unconscionable maintenance contracts, but utility is more reliable and requires less marketing and sales staffing. I read articles about FSLR lacking a foothold in Southeast Asia, but look at the promising opportunities we are seeing in the Middle East. I think that, all sun-related puns aside, FSLR looks like the most reliable bet in solar. I get why people are looking to rooftop for growth, but the argument that utility is dying out just really doesn't seem to hold water. Any thoughts?

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