RE: Reversal Appears ImminentOwn both APV and DFE. Wonder why DFE has not signed a contract with APV yet. DFE signed an LOT with APV one year ago. Wish DFE sign a 100 MW or 200 MW contract with APV this month. APV plans to build a solar farm in Waterloo and needs solar panel. While APV does not make solar panel, it needs third party to make panels using their own solar cells made in Germany. DFE is a perfect candidate to make these panels. We should send email to DFE managers to express our opinion.
In a long term, both will be bay street darling. I like TIM as well. But the biggest concern of TIM is decay rate of solar cells made from 5N silicon. No one can guarantee. I do not own TIM anymore now, but like DFE and APV.