The 'difficulties' may not be any worse than any other player in the PV game. As the McKinsey study pointed out the closer a company is to the nuts and bolts and panels the harder it is to make a buck - locked in tech, supply lines, changing markets.
Much better and more opportunity downstream in the project finance area. The successful companies will transition there as SOO is doing. It is a logical and sound move.
GOE Price at posting:
4.7¢ Sentiment: Hold Disclosure: Held