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To: microhoogle! who wrote (53628)	9/9/2011 2:54:21 PM
From: Jacob Snyder	1 Recommendation Respond to of 95515

<Which ones have a strong balance sheet> We've discussed this, at great length, on this board. I've dissected the balance sheets of all the big solars, over the last year, and posted them here. <Usually solars have lot of debts> That's why the whole sector is getting sold. Everybody is "painting with a broad brush", without making any distinction between individual companies. There are big differences in their balance sheets. There are some solars being backed by Deep Pockets (do you know which?), Deep enough to keep funding them through anything. Some solars are losing money, some aren't. Some are in the middle of big expansions, which pile up debt quickly, and some are conserving cash. There is a wide range of gross margins, among the solars. And there is a lot of superficial "analysis", which just says, "Solyndra went bust, so sell all solars." Or, even more idiotically, "Europe is going bankrupt, so it's RiskOff, sell everything".

To: microhoogle! who wrote (53628)	9/9/2011 3:21:23 PM
From: Jacob Snyder	2 Recommendations Respond to of 95515

Sorry, I didn't look at which board I was posting on. I post solar quarterly reports, and excerpts of conference calls, here Message 27604839 My posts are usually replies to my last post, so it's easy to click backward in time. Especially: Metrics for measuring solars Message 27420006 LDK's awful balance sheet Message 27223720 ditto STP Message 27221178 my solar investing rules Message 26495563 This shows who the Deep pockets are backing: SPWRA has TOT (Big Oil) backing it. FSLR is profitable, even in current industry conditions, and has a pile of cash.