TOP BIG SOLAR BUILDER MOVES AHEAD
First Solar, Inc.'s Worst Moves in 2015; First Solar, Inc. was the best-performing large solar company in 2015, but it may not be investing enough to keep that lead for long.
Travis Hoium, January 5, 2015 (The Motley Fool)
“2015 was a great year for [investors in world-leading utility-scale solar developer] First Solar...The stock is up over 50%...and the company made some positive steps in improving its competitive position long term…But First Solar has also left some opportunities on the table…[Its earnings and gross margin were down on the systems First Solar is providing panels for and/or engineering, but for which it is not performing the development. Management says this also reduced risk that will be less of a factor now that the federal investment tax credit has been extended for five years]…First Solar has [also done far less than companies like SolarCity and Sun Power] to adapt to new technologies that it knows will be necessary [to mitigate solar variability]…First Solar won't need the same technologies as some competitors, particularly in the residential solar space…But utility-scale projects will be under pressure as they take over more of the grid [but it should be doing more]…” click here for more