Kelvin Schulle

Copenhagen Results Boost Renewable Energy Outlook

my sources tells me Nevada announcement may come earlier than many expected.

China's Solar Wafer Production Seems Out of Control

SOL will still rally under pressure due to its new biz model, I just learned this morning that China is expanding solar farm aggressively, much more than the west thinks. so prepare for a bottom fishing in solar space.

Will China's Solar Market Surpass Ours?

China is ambitious for alternative energy to oil. Pay attention to another name APWR, this company is a big player for wind turbine, with JV with GE in China, it has over 2.5GW cap now, 2010 will be big for them, also APWR entered LNG market in CHina through a JV with Macau government, China is pushing for liquid nat gas for its all fleets.

SOL will be a huge solar play in China and US with it newly invented vertical integration method. but you need patient.

Yingli Green and Trina's Day in the Sun

while YGE and TSL are in spot light now. SOL and JASO are sleeping giants IMO, SOL is now vetical integrration PV maker and wafer provider to companies liek STP. JASO just boosted their presence in Europe and north america by management shuffling. SOL and JASo have more upside form here compared to YGE and TSL. chasing analysts are not fun at all. you need to protect yourself, we have seen analysts rotate stocks in the same sector before. i.e. from STP to SOL. from YGE to JASO, from LDK to SOL, overall, the whole sector will rise together if China decided to go green.

Chinese Government Offers Incentive for Solar Mergers

my resources tell me both STP and LDK are considering a bid for Renesola (SOL), expect SOL to shoot up this week. offer price around $12-16.