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Skier, ex nuclear engineer, green energy advocate moving towards lithium ion battery future
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Wind Energy for China 2020
  • APWR 2010 China Wind Growth 6 comments
    Aug 30, 2009 8:20 AM | about stocks: APWR, FSLR
    (OTC:APWR) is set to explode coming into 2010 with Wind, Solar, LNG, and other clean DPG power models ramping inside China and the new Thailand contract will add hundreds of millions of new revenues to a company with present market cap of 320 million.

    I may not be the sharpest knife in the drawer but I can see the future potential for APWR beyond most investors ideas of growth.  I have referred to APWR as the next First Solar of China (NASDAQ:FSLR) as APWR ramps its foreign backed joint ventures into Wind energy and the aquisition of Eva_Tech Solar from Japan using Chinese government grants makes APWR a future green monster of China.

    Shenyang Power Alliance , which APWR has 60% stake in, will be used for large power plants outside and inside China.   Shenyang Power Alliance has an MOU for a 1.5 billion LNG power station on Macau Island.   For a company with only 320 million current revenues, this addition will add millions of new profits to APWR balance sheet.

    Wind power is the next big ramp in the APWR revenues growth story.  APWR has been delayed in the past for component  shortage and supply snafu's, but seems poised to actually begin wind turbine production with management on the conference call touting 30 2.7mw's and 30 750kw's by year end and a LARGE RAMP into 2010 for wind power revenues.

    The reason Wall Street will love APWR down the road is the silly shennanigans of brokerage firms comparing quarter over quarter growth to previous year over year comparisons.   APWR revenue guidance for 1st quarter 2010 will be OVER 100 million in revenues if the Thailand contract is secured which will be compared to 31 million Q12009 results.   The coming move north in APWR share price should NOT be missed by LONG TERM """INVESTORS"" into clean power for China!

    FAIR DISCLOSURE:: Author is LONG on APWR for a LONG,LONG TIME!
    Themes: First Solar, GE, APWR Stocks: APWR, FSLR
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Comments (6)
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  • extremebricknmortar
    , contributor
    Comments (12) | Send Message
     
    Your longer term vision for APWR might be credible, and then it might be somewhere in between your magna bullish model, however, when U,S, trading opens MONDAY MORNING, 8/31/09 AT 9:30 EDT, APWR IS GOING TO SELL OFF BIGTIME and folks will have to decide to add, bottom fish or sell, but, whatever their respective courses of action, APWR is going to take an opening dive.
    I like some of the APWR Co. prospects, have been long, have made money trading it. I'll be at the pre-market open at 8:00 a.m. EDT to assess the extent of the anticipated 9:30 a.m. beatdown. Hope it comes fast and furious at the open on huge volume...When the volume dries up on the sell side and a bottom forms, when the streamer turns GREEN from RED I expect to be aboard the long-dong northbound express bus.
    FWIT, 'WE", THE KENNEL, shorted FSLR at 171.50, covered too soon at 128.00, and just went back for more short FSLR cheese at 125's with a target of 99.00 to 110.00 to BTC (BUY TO COVER.)
    BOL to all, no matter the side of your trade, as volatility should provide sustanance for all.
    Brickstein
    31 Aug 2009, 05:44 AM Reply Like
  • wind4me
    , contributor
    Comments (876) | Send Message
     
    Author’s reply » aaahhhh, the day to day trader heh???
    31 Aug 2009, 09:13 AM Reply Like
  • wind4me
    , contributor
    Comments (876) | Send Message
     
    Author’s reply » and TODAY, the STREET.com picks up on my idea and vision and makes a VIDEO on the APWR potential to become the next First Solar of China!

     

    Thanks Jim Cramer for the vision! of course WE all know where you got the idea!
    6 Sep 2009, 07:36 AM Reply Like
  • wind4me
    , contributor
    Comments (876) | Send Message
     
    Author’s reply » '''APWR is going to sell off Badly''''

     

    nothing like the pnut gallery telling everyone WHERE a stock goes heh???? HOPE U shorted to your hearts delight!

     

    On Aug 31 05:44 AM extremebricknmortar wrote:

     

    > Your longer term vision for APWR might be credible, and then it might
    > be somewhere in between your magna bullish model, however, when U,S,
    > trading opens MONDAY MORNING, 8/31/09 AT 9:30 EDT, APWR IS GOING
    > TO SELL OFF BIGTIME and folks will have to decide to add, bottom
    > fish or sell, but, whatever their respective courses of action, APWR
    > is going to take an opening dive.
    > I like some of the APWR Co. prospects, have been long, have made
    > money trading it. I'll be at the pre-market open at 8:00 a.m. EDT
    > to assess the extent of the anticipated 9:30 a.m. beatdown. Hope
    > it comes fast and furious at the open on huge volume...When the volume
    > dries up on the sell side and a bottom forms, when the streamer turns
    > GREEN from RED I expect to be aboard the long-dong northbound express
    > bus.
    > FWIT, 'WE", THE KENNEL, shorted FSLR at 171.50, covered too soon
    > at 128.00, and just went back for more short FSLR cheese at 125's
    > with a target of 99.00 to 110.00 to BTC (BUY TO COVER.)
    > BOL to all, no matter the side of your trade, as volatility should
    > provide sustanance for all.
    > Brickstein
    6 Sep 2009, 07:37 AM Reply Like
  • ifool100
    , contributor
    Comment (1) | Send Message
     
    Well, it's amazing what a cup of coffee can do to a guy (extremebrickandmorter) - but I admire your courage anyway! You have a good point, When you consider that China has a population of 1.3 billion and the US has a population of about 300 million (around 5x the pop.), it's a fair certainty where more power is needed. Especially when you consider the US has a $266 billion trade deficit with China (thanks Walmart) compared to 10 years ago when it was 68 billion. The difficult thing for me, living the US - is to really get my head around those numbers. So here's the understatement of the year - China is huge. And they have a huge pollution problem. Trading companies such as APWR, STP, YGE, I think it's hard to go wrong.
    9 Sep 2009, 01:38 PM Reply Like
  • wind4me
    , contributor
    Comments (876) | Send Message
     
    Author’s reply » actually, I dont like the SOLARS cause of the declining margins and infrastructure costs needed to expand and keep up with First Solar and NanoSolar. Nobody can compete with FSLR and Nanosolar..........so, I am NOT recommending SOLARS whatsoever........but, APWR has room to run like mad down the road

     

    actually, the Chinese numbers are 1.5 billion and India is right behind........there dream purchase is a refrigerator so hence, CHINA needs alot more power, they build the equivalent of Chicago every 6 months so China is still growing!
    14 Sep 2009, 08:18 AM Reply Like
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