This is not necessarily bad news for the solar sheeting project as Corus would need to focus on products that give them an advantage and better profit margins. If the solar sheeting project is starting to look the goods then expect Corus to throw their full weight behind the acceleration of the project. There is strong evidence that major advancements tend to happen when times are particularly challenging.
But what it does probably mean is that Corus will not show much patience if the project starts to underperform.
Seeing how there are other muck producers around and other steel companies that are struggling I would expect that Corus and Dyesol will play things fairly close to their chests until they are nearing the time to start ramping up production.
GSL Price at posting:
85.5¢ Sentiment: Hold Disclosure: Held