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2 new solar stocks on AEIFollowing a couple of IPOs over the last week, here they are; PV Crystalox - a company in what I regard as the sweetspot of the solar business, a manufacturer of silicon ingots and wafers and Solaria Energia - a Spanish PV company, which disappointingly, only carries the Spanish language on its website. There has been a bit of a buzz about Spain becoming the next Germany in solar power - that's why several German firms were keen to open subsidiaries there over the last year or so. And yet, you have to think that a Spanish supplier ought to have more opportunity to exploit that over a German one. Let's see. A friend of mine incidentally with a large holiday home in Spain, was advised not to install solar pv panels, because they would be stolen. If that's really the case, the millions of holiday homes (800,000 built last year alone) there will not be a market and the growth will most likely have to be Spanish-led or more ways than one. |
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