Alan Young

A Long Look at Lithium: Chile's SQM Poised for Growth

I like the business SQM is in-- not just lithium; fertilizer is an important product, too.
And I like Chile, and keep some exposure to it.
But looking at the valuations, it appears too pricey. When the price corrects back to about 30, I'd be a buyer.

The Heart of Cleantech Sells at 50% Discount to the Broader Market

Thanks for the reply, John. I think that gives us a better perspective. I'll take those 5 (or at least one); you can keep the 9 that are unprofitable.
In a season when analysts are slashing estimates by 40-60% all over the place, forward PEs are meaningless.


On Dec 11 11:09 AM John Petersen wrote:

> Aalan, the PE ratios (for the 5 of 14 companies that have them) are:
>

The Heart of Cleantech Sells at 50% Discount to the Broader Market

I'm a cleantech fan, in principle, but.... How many of these companies were earning their price 9 months ago? If you calculate the "discount" by P/E ratios rather than by decline from 200DMA, I bet there's not much of a discount at all.