Thanks spiny - I checked it out. You guys brought it to my attention a couple of months ago and I missed the TIM train. I read about TIM but missed the silicon story.

Now their stock is at all-time highs, so I'll probably wait for a pullback. Their story is basically to sell lower-grade silicon (UMG) that is still much better than regalur metallurgical grade, and still suitable for lower-cost crystalline cells, with a result (efficiency) approaching that of polysilicon cells (a cheaper form of silicon). So their market niche is low cost.