Updates and Ideas

Jetion

January 2008

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Jetion (119p; JHL), the China-based supplier of solar cells andmodules, which it sells to solar panel manufacturers, is on a sizzlinggrowth path. Analysts' profit forecasts leave the shares at less thanhalf the rating of similar US companies, such as JA Solar and based onthe latest forecast from Collins Stewart, the PE drops to around 10times.For those who are not familiar with Jetion's business, the companybuys in raw material mainly in the form of silicon wafers and through anumber of critical operations, adds anti-reflective coatings to itssurface and then using a screen printing process, it applies a silverpaste to the front and adds electrical interconnects. The final stageinvolves curing the cell in a furnace before testing. ...

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Scott Wilson

2008 NAPS - 7 recommendations for 2008

Jetion (May 2009)

Jetion (March 2009)

Jetion (February 2009)

Jetion - Broker sets 200p target (October 2008)

Jetion - Prospective PE of 4.7 (August 2008)

Jetion - Seriously undervalued by US standards (May 2008)

Jetion - Shares rise 22% on the month (February 2008)

Jetion (October 2007)

Jetion - Highly ambitious solar cell manufacturer (August 2007)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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