Good News & Bad News, page-13074

As I posted on PLS threads a little while ago, each company has a range of strengths and weaknesses. I know what they are for PLS and I know what they are for AKE. I hold both, a proud owner of both and know that both have great futures. Every holder should be able to have a conversation with oneself and explain what are the weaknesses in the company they hold.

In saying that, if holders look at the latest details of the US incentives package it is possible to gain a hint as to why the action between the two is slightly different. On current trajectory, the required conversation pathway through China may be a possible stumbling block in relationship to future western incentives (noting nothing has been placed into law) and hence why Calix and POSCO is so important to execute. So this may be the current news of interest causing momentum in a certain direction.

In terms of value, I present back of the envelop comparisons for you. Note they are about a month old and do not incorporate the latest information provided in the quarterlies. As such there is also some over simplification. They do still help visualize the fact that the two companies should have somewhat similar MCs. It is however, the market that will narrow and widen the differences due to the voting effect as shared by SFHC's excellent Amazon post this morning. As history has shown MCs have diverged and narrowed throughout time.

I hope this helps put things in perspective.

AKE


PLS