Goliath19 Jan 2010 16:16
I must agree with you, the speculators are pushing this one up at the moment. The fundamentals are sound, but it is a crowded market,and countries, such as China, are ramping up production of solar and associated products. This is an innovator's market. If this company can prove it can innovate, then I would need to reconsider and say the share price is warranted. But then again, in LEDs, you are up against the Japanese and Koreans, who have great skills and committment here. The bulk leds, like the fibre optics components (recall Marconi?) is a commodities business. You can turn that gear out in your shed while doing the barbecue. Good luck to all investors and those who bought this stock at a good price. Well done.