Public company analysis

LDK, First Solar Will Continue to Rebound

The State of Thin-Film PV Industry

3 Reasons To Be Bullish on Solar Stocks - Cowen

First Solar
First Solar Now in Its Third Leg Up

Trina Solar
Trina Solar: Expanding with GCL Silicon Deal

Renesola
Renesola: Burning Hot Solar Stock

Solar Silicon onference

Munich, April 1, 2008

Conference Agenda

Notes by Conor Shaw

Some solar links

Feb 10, 2005 Komatsu sells stake in materials unit to Norway's REC

May 20, 2005 Polysilicon prices jump amid severe product shortages

Dec 30, 2005 Dim outlook seen for solar in '06

Jan 5, 2006 Price hikes expected for polysilicon

Feb 22, 2006 Sun Burst: Why it's the wrong time to push for solar power

May 14, 2007 Global warming sparks polysilicon crunch

Dec 3, 2007 Solar Grade Polysilicon shortage, continue, Average selling price increases in the coming 2008

Apr 7, 2008 More light than heat

An assessment of polysilicon market, report summary by SolarInsights, LLC

Solaria Panels Win Backing Of Germany's Q-Cells

Here is a link to the WSJ story about Solaria, a solar company developing smaller solar panels with plastic lens that concentrate sunlight onto a smaller area. The primary purpose of such a design is to reduce the amount of polysilicon required for the cell there by reducing cost.