Ann: Record Revenue and Profit , page-8

Of course CBD has a plethora of existing and potential income streams (inverter manufacture, wind farm design, construction and operation, residential, commercial and (possibly) industrial PV and CSP design, sales and operation, power storage). These carry heavy development costs that delay net income.

SOO is pretty much a 'bare' PV wholesaler at the moment. Less development costs show up as better current profit but maybe not longterm.

CBD and SOO could get together.

Rather, I suspect SOO will get large enough to be captured as an Australian marketing arm of one of perhaps a dozen very large PV manufacturers which will dominate in, say, three years - Suntech, Yingli, LDK, QCell, Sanyo, etc. The Overland or Sunbeam of local car manufacturing.

CBD will operate free range for a few years beyond that until, like Buick for cars, it is swallowed into a generalist renewable energy services operation.