It's simple. When a stock is doing well because of supply constraints, bring up the issue of eventual oversupply. WFR has a long term contract locked in and as it is seen that oil stays at 60, growth of solar panels increases faster than supply. Alternatively, to protect supply, there are mergers, and WFR as a smaller company, is bought out as a premium. And all of this is 2-3 years down the road.