No stories about CBD. But we should have been on BLG yesterday- 200% rise on open! All apparently on the back of a mild comment that BLG may have sorted out one of a plethora of technical problems with their SiN semiconductor baselayer product.
However, I agree with McKinsey &Co that the real money is to be made in the project management/financing levels of solar and renewables http://reneweconomy.com.au/
The pace of technical development in any renewables technology is just so fast that picking winning techs is virtually impossible and the winner is on top for so short a time that it is hard to make serious money while in the sun.
SOO, and to a lesser extent, CBD seem to have moved downstream into this project development market.
Not that this post means much, both CBD and SOO are only followed by about a dozen regular forum readers!
No stories about CBD. But we should have been on BLG yesterday-...
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