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TSE:VNP

5N Plus (VNP.TO)

43.88
+2.81 (6.84%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
27 watching
0
COMMENT
Make something like 30% net margins after tax. Short term negative is that finance has shut down for solar panels. Demand for solar panels is down substantially for 3rd quarter. Company could be affected in the short-term. Outstanding company for the long-term.
COMMENT
Not wild about wind or solar but the one exception is this company. They make thin-fill solar that economically works without a lot of help from the government. Well-capitalized and have cash. If he had to pick one solar company it would be this.
BUY
(Market Call Minute.) Just came out with $.10 of earnings. Very cheap at 9X earnings.
BUY
(Market Call Minute.) Can't believe where it is. It's a definite buy here with First Solar (FSLR-Q) knocking the lights out.
BUY
(Market Call Minute.) Solar is the place to go. In a diversified portfolio it’s a good buy.
BUY
Strategic position in the solar industry is pretty secure. Producing material that goes into thin film. First Solar (FSLR-Q) is their biggest customer at 55%-60% of revenues. Could be a takeover.
HOLD
Watch the lows. You don't want it to take out the lows. Be patient with it.
DON'T BUY
Supplies cadmium telluride cells to First Solar (FSLR-Q). Fist Solar uses an extremely thin film process with a dramatically smaller amount of silicon compared to more conventional ones. Offsetting that is their low efficiency of 10% to 12% compared to what Arise Technologies (APV-T) of 15%.
BUY
Solar cell silicon. Their primary customer is First Solar (FSLR-Q). With First Solar’s tremendous growth this company will continue to see a ramp up of its production. Has traded sideways and is probably a good point of entry. If Democrats get elected, the stock could easily double.
COMMENT
He has been selling down. This is riding on a solar industry, which is dependent on all the players being able to continue to deliver their technology into a rather strange industry.
BUY
Refine rare metals into high purity. Extremely profitable today. Last quarter, the net margin after tax was 25%. Very important client to First Solar (FSLR-Q), which is the high-growth company in the solar business. Opening a 2nd plant in Germany.
PARTIAL BUY
This is one that he has struggled with because it is one of the best exposed companies for the solar industry but is a little bit expensive on an earnings basis. If you believe that the industry will grow at 30% or 50% per year for the next 10 or 20 years, which he does, this company will definitely prosper. Wouldn't make it an overweight holding.
BUY
Not part of his database. Analysts are expecting 40% growth going forward for the solar industry. Provide product to First Solar (FSLR-Q), which has the lowest cost per watt. New European plant delayed but expected to come on stream in June. First Solar has a new plant coming on in 6 months, which should help dramatically. Biggest risk is their single customer reliance. Speculative.
BUY
Company appears to be doing well. The solar sector is exciting but it is a highly speculative sector. There will be massive moves occurring on rumours. This would be his favourite in this sector.
TOP PICK
Solar panel play. Has an earnings potential of $.60 over the next 12 to 18 months. They are already profitable. Biggest customer is First Solar (FSLR-Q). Growing at 200% per year. Have a new application going into “phase change memory” to replace “flash memory” so they have a whole new market next year that could be just as big as solar.
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