Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of thin-film-solar manufacturer First Solar
So what: NextEra Energy
Now what: This is just speculation at this point; NextEra said it hasn't chosen suppliers at this point. With a project that size the company will no doubt be looking for a manufacturer with a history of performance and a strong balance sheet, leaving First Solar as one of only a few options. I don't think this changes the investment thesis for First Solar, or makes it a must buy today; it just provides further proof that this is one of the strongest companies in solar.
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