Nye fundamental anaylse av REC hos Islero for de som er interessert. Gode poenger rundt den populære norske aksjen.
Uttrag fra konklusjon:
"In the short-term it's too much risk involved. Inventory building up and the
decision from China coming up in sept. 2015. They are a leading manufacturer
with world leading cost. They are expanding and getting a foot inside China, but
this is more long-term. And they still need to keep being world leading regarding
to cost, that's their main advantage. But to get this far they need to withstand a
potential volatile price on polysilicon first. This is a company to watch.
Interesting opportunities may arise."
Hele analysen ligger på isle.ro/report/520
Mvh Morten
Uttrag fra konklusjon:
"In the short-term it's too much risk involved. Inventory building up and the
decision from China coming up in sept. 2015. They are a leading manufacturer
with world leading cost. They are expanding and getting a foot inside China, but
this is more long-term. And they still need to keep being world leading regarding
to cost, that's their main advantage. But to get this far they need to withstand a
potential volatile price on polysilicon first. This is a company to watch.
Interesting opportunities may arise."
Hele analysen ligger på isle.ro/report/520
Mvh Morten
