Thanks everyone for such a spirited discussion! I will buy projector before the next meetup so our conversation can be more productive. Looks like we need to reserve bigger room next time...:)
I will work on few of the following questions from meetup regarding solar:
1. Solar supply chain - will dedicate one fo the future meetups. 2. Long term entry point for FSLR, SPWRA/B and ETFs ( TAN, KWT, WFR, STP etc.) 3. Any smaller/unknown players poised for the success. 4. What rate conversion efficiecy of solar panel declines. 5. Goveronment projections (large countries) regarding share of solar energy.
Please let me know if I am missing something.
Please go to www.niveza.com and click on the blog menu to see meetup presentation on solar. You will see some of the stock symbols of large players at the end of it.