Qsolar Ltd. QSLRF

continuing evolution of solar

[illumination1]

mercurysmith, really well written and astute observations. i agree with both you and mzsmith. with the shift in focus away from the eu--china appears to be the primary and most logical target with the us and other emerging markets as secondary. nevertheless, it is kind of really hard to tell which will actually be the one where we will make most of our earnings and quite honestly i believe all should be look at equally with their own strategic and technical advantages.

i most likely agree that there will be bigger plant like facilities in china and perhaps independent distributors and suppliers in places like the us where the products will be sold due to higher production labor costs/manufacturing (but cost effective finished or mostly finished products from china), however, if that being the case i hope that we will find a way to hit the threshold which will be needed to qualify for the american market--i believe obama generally doesn't want anything more than 25% contribution from outside sources unless it can not be fully manufactured in the states (his old buy america policy--don't know how much that is still lingering around though). understandably he wants to have economy in the us for us workers, but the fact will remain--the us will be distributors, suppliers, maintainers of manufactured products and will need to keep moving forward with this role unless it can find a way to bring manufacturing costs down to be on par with china--not likely going to happen.

without a doubt the solar industry continues to evolve and every company that is going to not only survive but thrive will have to evolve with it, not only in terms of product offering but also with strategic market planning and vision. as we are seeing, u suspect that we will see some prolonged stretches of dry spells but also stretches where the s/p will move up nicely. during the stretches of dry spells and providing investors believe that we are overall on the right track and progressively going up--this will provide excellent buying opportunities to cost average equities on a stable point which should give way to higher prices. the bottom line so far is that there is a stable looking growth cycle and as what captive king had posted the evolution graph where the supply of solar to demand is continuing to balance out--if i remember correctly the remainder of this year and the next one moving towards 2015 are where we will move towards an equalling--right now we are still in an over supply to less demand,but with this said, in order to hit the ground running we have to continue to have the best tech out there--which from what i continue to see we will.

keep up the excellent discussion and contributions everyone.

glta