10Q Detective

First Solar Enters Residential Market with $25 Million SolarCity Financing

They will need to turn to U.S. residential markets if German customers are unable to secure adequate financing!

industry.bnet.com/ener.../

Your thoughts?
My Best,

David J Phillips – Editor, 10Q Detective
Contributing Energy Analyst
CBS/CNET

First Solar Spikes Higher on Earnings, Subsequent Upgrades

Still is a BIG assumption that KVM will be able to follow-thru on promised financing! I guess it's good to keep the faith -- great to see solar projects moving forward w. oil retracing 2007 lows!

Your thoughts?

industry.bnet.com/ener.../

My Best,

David J Phillips – Editor, 10Q Detective
Contributing Energy Analyst
CBS/CNET

Is There Value in Silicon Solar PV?

Excellent overview. But, let me repeat my mantra: When cost of capital begins to exceed expected IRR, the solar game is up!

industry.bnet.com/ener.../

My Best,

David J Phillips - Editor, 10qdetective.blogspot....
Contributing Energy Analyst
CNET/BNET

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

All the solar companies will soon be in trouble. Constant need for new financing--and when cost of capital exceeds IRR, forget about 'em!
industry.bnet.com/ener.../

My Best,

David J Phillips - Editor, 10qdetective.blogspot....
Contributing Energy Analyst
CNET/BNET