Mark Bachman

September 21, 2011
We are abandoning our idea to selectively establish long-positions with certain names within the solar sector. Investor sentiment is at an all-time low and looks to only sour more as we approach the third quarter earnings period. We withdraw our previous idea to selectively buy a few names for a 2H11 trade into a solar “gold-rush” as our early signs of improving fundamentals appear to now be a mirage rather than an oasis.
February 2, 2011
In its conference call last night, MEMC called out a Chinese company with "very nice costs" in the context of best-known methods in solar industry wafering. As MEMC ramps its in-house wafering operations after years of outsourcing, we believe the company was referencing ReneSola.
January 25, 2011
A well-telegraphed joint press conference between the BSW (Germany's solar industry) and Germany's Environment Minister outlined potential midyear (July 1) feed-in tariff cuts for the German solar industry. Bulls and bears will have equal amounts to hang their hats on, but Germany's ultimate goal of reducing excess project returns while still stimulating demand to achieve installation goals looks quite possible.

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