First Solar continues higher, outshining peers while others struggle

FSLR abandoned exploration for more tellurium back in 2012 as China made beachheads into our country with cheaper silicon crystalline kinds . FSLR's former geologists took over the tellurium exploration gig and turn public .
The tiny company just announced sale of more shares to help finance the completion of exploration at two exploration locations both in North America.
FSLR still relies on China for over half of tellurium with Sweden and Mexico the rest . FSLR is nearing completion of more new manufacturing capacity that will bring FSLR to 25 GW about ten times more than durnig 2012 when FSLR got out of exploration for tellurium.
This is a lot of demand for tellurium. What strikes me odd is that FSLR still doesnt seem as concerned about future supplies of tellurium and appears to be uninterested in the tiny exploration company trying to raise captial to continue .
I doubt that China will stop supplying tellurium here but I am not sure about the future supplies of tellurium as Frist Solar will start ramping up manufacturing to double this year by 2026 or 2027.
I dont know where First Solar can find additioanl supplies as the world supply of tellurium is all spoke for if not already.
it takes time to develop the tellurium mines after completion of exploration to map out where the reserves are.
It is murky out there but that tiny exploration compay is still trading at 7 cents a share but commissions are sky high.. not cheap because it is in the pink markets.

What will rate cuts do for these companies.
Don’t day trade yourself out of a good opportunity.
Long ENPH
Long FSLR

Fslr has the strongest fcf , backlog and profitability. No mystery here.

I believe ENPH has more upside potential going forward.

Nice call Paul, thx!