Comments on Chris Cather's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/chris-cather/articles http://seekingalpha.com/article/174230-government-financing-slow-to-drive-solar-deals?source=feed#comment-767555 767555 Thu, 19 Nov 2009 12:52:57 -0500
Current areas, that would increase American jobs, would include;
-conversion of Americans transportation systems, for sure cars and trucks, to compressed NG, a cheap, abundant in USA, and clean burning fuel.
Also, systems to convert our coal supply into a clean burning liquid fuel that is free of toxic metals.

These moves are sooo compelling to any technically savvy person, the term "SLAM DUNK" comes to mind.

Both of these moves will create prosperity in the USA, instead of destroy it thru senseless subsidy's, paid for with borrowed money from Asia, which will indenture our children throughout their lifetimes.
]]> http://seekingalpha.com/article/172330-solar-stocks-will-arra-funding-shake-up-the-sector?source=feed#comment-761357 761357 Sun, 15 Nov 2009 20:49:31 -0500 I think you meant Reinvestment.

Greetings.]]> http://seekingalpha.com/article/172330-solar-stocks-will-arra-funding-shake-up-the-sector?source=feed#comment-753273 753273 Mon, 09 Nov 2009 21:22:11 -0500 thanks]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-576003 576003 Mon, 06 Jul 2009 14:40:17 -0400 EthicalMarkets.com click on Climate Prosperity Funds.)]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-574750 574750 Sun, 05 Jul 2009 15:54:21 -0400
Any discussion of financing alternative energies that ignores the following issues is a discussion that ignores the most important fundamentals, and therefore is a discussion that nobody should bet their money on.

Wake up! The only practical way to finance a shift to alternative energy production, before we are hamstrung by Abolute Peak Oil and Absolute Peak Commodities, and before we will be prevented from ever being able to make the conversion, will be for the government to directly finance a giant "Manhattan Project" approach to research and development and implementation of alternative energy technologies.

To give us enough time to make the conversion, and to give us enough energy to keep our society going while simultaneously engaging on the largest manufacturing and infrastructure project in all of world history, our government must stop taxing our conventional power generation plants and energy resource corporations, protect them from legal entanglements and regulation and expensive administrative complexity, and prevent any more ex-American purchases of America’s domestic energy resources.

For example, since it was announced that the executive branch of our government intended to bankrupt our coal industry and bankrupt the coal-fired utility corporations, their share prices have utterly tanked and foreigners have been running around buying up our coal resources. Hello-o-o! We can’t be independent of foreign oil if the coal in our mountains is owned by the same foreigners who are setting the oil prices.

Coal isn’t the enemy. Nuclear isn’t the enemy. Oil isn’t the enemy. Coal and nuclear and oil must be used to create the energy to make the conversion, while also keeping our lights on and keeping the fresh water running from our taps.
]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-574565 574565 Sun, 05 Jul 2009 12:21:37 -0400 www.slideshare.net/Chr...


]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-574564 574564 Energy Pool]]> Sun, 05 Jul 2009 12:19:58 -0400
I couldn't agree more.

This proposal to unitise and hence monetise energy went down very well recently at the All Energy Show in Aberdeen, and we are working on pilot schemes.

Energy Pool]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-574527 574527 Sun, 05 Jul 2009 11:51:08 -0400
"Innovative capital structures are the new reality: vendor/utility financing/partnerships combined with post-guidance DOE grants/guarantees"]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-574520 574520 Sun, 05 Jul 2009 11:45:19 -0400
]]> http://seekingalpha.com/article/146978-renewable-energy-finance-forum-looking-to-washington-for-guidance-on-new-financing?source=feed#comment-574339 574339 Sun, 05 Jul 2009 08:39:33 -0400 http://seekingalpha.com/article/121662-first-solar-s-new-revenue-stream?source=feed#comment-397113 397113 Fri, 20 Feb 2009 16:30:23 -0500
price tgt $50 near term...]]> http://seekingalpha.com/article/121662-first-solar-s-new-revenue-stream?source=feed#comment-396746 396746 Fri, 20 Feb 2009 12:15:42 -0500 http://seekingalpha.com/article/121662-first-solar-s-new-revenue-stream?source=feed#comment-396742 396742 Fri, 20 Feb 2009 12:14:35 -0500 http://seekingalpha.com/article/121662-first-solar-s-new-revenue-stream?source=feed#comment-396439 396439 Fri, 20 Feb 2009 10:07:51 -0500 http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-318730 318730 Tue, 02 Dec 2008 08:51:19 -0500 ]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-318724 318724 Tue, 02 Dec 2008 08:47:26 -0500 http://seekingalpha.com/article/108303-why-i-m-bullish-on-the-solar-sector?source=feed#comment-317577 317577 Sun, 30 Nov 2008 12:29:03 -0500
The U.S. CAGR for solar PV will increase to 50% despite current liquidity trap.]]> http://seekingalpha.com/article/108303-why-i-m-bullish-on-the-solar-sector?source=feed#comment-317227 317227 Sat, 29 Nov 2008 16:39:43 -0500 http://seekingalpha.com/article/108303-why-i-m-bullish-on-the-solar-sector?source=feed#comment-317022 317022 Fri, 28 Nov 2008 23:16:09 -0500
Stocks go down for a reason, the reasons may still be in the closet.

Just because a carpenter makes fine, reasonably priced cabinets doesn't mean that people will buy them. They may not be looking for cabinets.]]> http://seekingalpha.com/article/108303-why-i-m-bullish-on-the-solar-sector?source=feed#comment-316521 316521 Fri, 28 Nov 2008 04:59:05 -0500
At current prices demand may vanish, and normaly that would trigger alarm.

But, note that STP non-silicon costs are 0,7 $/W. Note that price of poly will decrease from 280$/Kg (in Q3) to bellow 100$. Let's project price at 80$/Kg.

It takes 6g of poly for 1W.

So poly costs of module will decrease from 1,68$ to 0,48$.

So overall costs may decrease from 2,38$/W to 1,18$/W.

If the price of modules drops significantly, there will be huge demand for them.

The word of caution, manufacturers that have contract obligation to purchaise poly at Q3 prices will struggle.
]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-316187 316187 Thu, 27 Nov 2008 09:55:50 -0500 New Mexico should be turning back the energy clock with their roofs covered in solar panels. Sure the cost is around $20k to start and nobody has that cash now, but you will make that money back in energy saving in as little as 4 years!! Other states could use smaller systems to help out with the summer months running those evil nose bleeder A/Cs. Where is our tax credits or 50% off coupons for buying solar if this global warming phenom.... exists. Step up to the plate&*$%^*#

I lived off the grid for 15 years and I voted for Bush!, so stop being hypocrite and buy solar panels and charge controllers, this will make the stocks go up not all of you ranting and raving about the President. Demand and Supply baby, thats what runs this world.

Happy Turkey Day


]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-312081 312081 Fri, 21 Nov 2008 16:45:05 -0500
Dril, drill drill... and install solar panels everywhere... we need jobs.
Common Obama, we're counting on you...]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311974 311974 Fri, 21 Nov 2008 15:01:13 -0500
Through the incoherent rants, there wasn't an ounce of substantive comment on either the article nor an alternative suggestion.

Can't we all just be grown ups, get beyond our petty political leanings and help fellow investors through intelligent musings rather than pathogenic babble?]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311880 311880 Fri, 21 Nov 2008 12:58:45 -0500 http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311819 311819 Fri, 21 Nov 2008 12:06:10 -0500 http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311768 311768 I hang, sometimes, with gold bugs. The rest of the time I hang with > gold-eye-rollers. Some of the bugs try to get the rollers to go to > gun shows, which does not happen, though the rollers confess they > really should go. > > We need to base our currency on silicon, on solar cells to be specific. > Inefficient ones can be pennies, efficient ones, oh I don't know, > $5,000. > > I am sick of currency that is jacked around by people who for all > their fancy degrees don't seem to see the writing. > > If people who see the writing on the dollar need to hide in the dry > hills like a famous character with diabetes who may well be fictional, > then we are going to need off-the-grid ways to power our laptops. > > > Unlike Wall Street, Sand Street will not be a particular place, so > that the ragtag band of righty-lefties can mostly stay out of Dick's > Prison Retreats, Inc. > > The Queen of Demonization as Secretary of State? What are those famous > brains thinking! It was bad enough in the Senate, but letting that > loose on the world? > > I never thought I would think of closing gitmo as bringing it home > to outsource torture more conveniently. > > The cabinet choices I have seen mentioned are a horror, from a kindness-to-the-earth-... > point of view. > > Help me out here, guys? Can we have a shadow, dry-hills cabinet, > to compete with Swamp on the Potomac?]]> Fri, 21 Nov 2008 11:19:00 -0500
The Q of D will be a figurehead. Daddy Bill will be gallivanting the globe interviewing foreign interns.

And where did they dredge up Tom Daschle as the Secretary of Health. How about Secretary of Death.
They probably found him on top of Mount Rushmore with a sledge hammer.

Make no mistake. The 90's are back. The first black president is still in charge.


On Nov 20 05:23 PM Jade Queen wrote:

> I hang, sometimes, with gold bugs. The rest of the time I hang with
> gold-eye-rollers. Some of the bugs try to get the rollers to go to
> gun shows, which does not happen, though the rollers confess they
> really should go.
>
> We need to base our currency on silicon, on solar cells to be specific.
> Inefficient ones can be pennies, efficient ones, oh I don't know,
> $5,000.
>
> I am sick of currency that is jacked around by people who for all
> their fancy degrees don't seem to see the writing.
>
> If people who see the writing on the dollar need to hide in the dry
> hills like a famous character with diabetes who may well be fictional,
> then we are going to need off-the-grid ways to power our laptops.
>
>
> Unlike Wall Street, Sand Street will not be a particular place, so
> that the ragtag band of righty-lefties can mostly stay out of Dick's
> Prison Retreats, Inc.
>
> The Queen of Demonization as Secretary of State? What are those famous
> brains thinking! It was bad enough in the Senate, but letting that
> loose on the world?
>
> I never thought I would think of closing gitmo as bringing it home
> to outsource torture more conveniently.
>
> The cabinet choices I have seen mentioned are a horror, from a kindness-to-the-earth-...
> point of view.
>
> Help me out here, guys? Can we have a shadow, dry-hills cabinet,
> to compete with Swamp on the Potomac?]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311389 311389 What are they thinking in Washington?Being dependent on Opec & > big oil > got us where we are today. We can put many a man on the Moon & > rovers on mars, we have plenty of natural gas & lots of wind > & sunny skies, but our representives in the house & senate > can not think of us over themselves. We have the technogology, the > know how, the mindset for change, why don't they listen? Right know > we could employ everybody that does not have work, there is wind,solar,geothermal,... > tidal energy,& on & on. > But first we need to will some common sense on our leaders & > this may prove to be the most challenging , but we must because we > are Americans & America deserves our insistance that we be self-reliant > & > the charter of our path .Mr President elect, Congress,The Senate, > get going, this is our life & we want & demand change!!!!]]> Fri, 21 Nov 2008 00:25:28 -0500

On Nov 20 05:17 PM Mike in (Awl of our national leadership) wrote:

> What are they thinking in Washington?Being dependent on Opec &
> big oil
> got us where we are today. We can put many a man on the Moon &
> rovers on mars, we have plenty of natural gas & lots of wind
> & sunny skies, but our representives in the house & senate
> can not think of us over themselves. We have the technogology, the
> know how, the mindset for change, why don't they listen? Right know
> we could employ everybody that does not have work, there is wind,solar,geothermal,...
> tidal energy,& on & on.
> But first we need to will some common sense on our leaders &
> this may prove to be the most challenging , but we must because we
> are Americans & America deserves our insistance that we be self-reliant
> &
> the charter of our path .Mr President elect, Congress,The Senate,
> get going, this is our life & we want & demand change!!!!]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311176 311176 Thu, 20 Nov 2008 17:23:18 -0500
We need to base our currency on silicon, on solar cells to be specific. Inefficient ones can be pennies, efficient ones, oh I don't know, $5,000.

I am sick of currency that is jacked around by people who for all their fancy degrees don't seem to see the writing.

If people who see the writing on the dollar need to hide in the dry hills like a famous character with diabetes who may well be fictional, then we are going to need off-the-grid ways to power our laptops.

Unlike Wall Street, Sand Street will not be a particular place, so that the ragtag band of righty-lefties can mostly stay out of Dick's Prison Retreats, Inc.

The Queen of Demonization as Secretary of State? What are those famous brains thinking! It was bad enough in the Senate, but letting that loose on the world?

I never thought I would think of closing gitmo as bringing it home to outsource torture more conveniently.

The cabinet choices I have seen mentioned are a horror, from a kindness-to-the-earth-... point of view.

Help me out here, guys? Can we have a shadow, dry-hills cabinet, to compete with Swamp on the Potomac?]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311171 311171 Thu, 20 Nov 2008 17:17:02 -0500 got us where we are today. We can put many a man on the Moon & rovers on mars, we have plenty of natural gas & lots of wind & sunny skies, but our representives in the house & senate can not think of us over themselves. We have the technogology, the know how, the mindset for change, why don't they listen? Right know we could employ everybody that does not have work, there is wind,solar,geothermal,... tidal energy,& on & on.
But first we need to will some common sense on our leaders & this may prove to be the most challenging , but we must because we are Americans & America deserves our insistance that we be self-reliant &
the charter of our path .Mr President elect, Congress,The Senate, get going, this is our life & we want & demand change!!!!]]> http://seekingalpha.com/article/107154-investable-solar-sector-outlook?source=feed#comment-311143 311143 Thu, 20 Nov 2008 16:40:27 -0500 predictwallstreet.com/...) , I can see that every time after a bearish dip, the price rose quickly. I'm remaining bullish on them, and think there being brought down by the general economy. ]]>