Submitted by ottomanstockmarket t3_zuxe7l in wallstreetbets
[removed]
Comments
VisualMod t1_j1lsjkl wrote
>I'm not interested in your company's solar sector developments. I only care about making money and being better than everyone else.
ottomanstockmarket OP t1_j1lsp9h wrote
this is my first post on reddit . i am planning to post once a week about energy sectors . good days for everyone :)
ottomanstockmarket OP t1_j1lt4fj wrote
you are right about the sector devolopments but in The economist magazine cover has a sun on the cristmas tree top . energy is crisis and crisis makes money for smarts.
This_Professor8379 t1_j1lvad3 wrote
Solar module manufacturing is a commodity wasteland ultra cyclical industry with very high Capex and extremely strong incumbent leaders. Stay away
ottomanstockmarket OP t1_j1lwhpw wrote
your right about Solar module manufacturing in USA but EU industry has lot need enegy and at this point turkey energy firms maybe be very valuable.
This_Professor8379 t1_j1lzfke wrote
Actually EU is worse than us.
VisualMod t1_j1lsjao wrote
^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive >TL;DR: The CEO of a solar company in Turkey says that recent changes to regulations regarding self-consumption and hybrids are positive developments that will have a serious impact on demand.