American Superconductor Corp. (AMSC)

All Comments on AMSC

  • commenter
    Stockguy456
    Oct 06 01:28 PM
    My Website
    Nasdaq Jumps 100.25 - A Best Day After a Worst Day [view article]
    we have a long way to go Reply
  • commenter
    Billy
    Staples
    Sep 23 11:43 AM
    My Website
    Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
    It's so odd to me. when DNDN spiked into the 20's i remember peopleposting that they couldn't short the stock anymore, their broker didn't have and couldn't find anymore shares to short for their clients. I guess things have changed a little bit since than.
    What would happen in todays market, ok before 5 days ago, when naked short selling was allowed.

    what would have happened. I'm lost on this one as usual.


    Billy Staples

    for a prez shirt thedarksize.com

    for a hard to get stock market joke thedowjokesreport.com


    Hang in there all, but not like I did with apple


    Oh unofficial poll.....what do you think happens in October for DNDN


    Yea or nay for Provenge?     Reply
  • commenter
    winsum
    Sep 22 10:59 AM
    Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
    It is one thing to state an intention to enforce a rule - and quite another to do it. The SEC has ignored its own disciplinary threats before. Often, it is not investors trying to manipulate stocks, but brokers themselves so the SEC has full authority to obtain compliance with SHO if they choose to do so. With considerable skepticism, time will tell. Reply
  • commenter
    EP
    Sep 19 08:42 PM
    Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
    Didn't anyone see McCain on TV criticizing the SEC chairman, saying he'd fire him? Kind of funny, one of your own voting tribe and he acts like hes above his own party. Reply
  • commenter
    rogerk2
    Sep 19 12:43 AM
    Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
    Why are we talking about this now?

    The law was enacted in 2004. Cox says he is now going to enforce it, in 2008? What do we pay these people for? Why isn't Cox standing up before Congress trying to defend his refusal to enforce the law for the last four years?     Reply
  • commenter
    Smarty_Pants
    Sep 18 09:40 PM
    My Website
    Nasdaq Jumps 100.25 - A Best Day After a Worst Day [view article]
    Everything is sunshine and lollipops now. Puh-lease.

    The meltdown is just beginning. Irrational rallies based on what the FED/Treasury MIGHT do aren't worth the paper the plans are written on.

    Tell me. How do you get all these bad loans into the proposed new RTC? Who takes the associated losses? Is the FED going to print enough new money to buy everyone's mistakes at full price?

    Remember back in the original RTC days? Hundreds of S&Ls took those losses and went under before the show got started back then. Who's it going to be this time?

    And more importantly, how much of YOUR money is going to vanish with them?
     Reply
  • commenter
    d_teller
    Sep 18 09:36 PM
    Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
    You could eventually add some of the CanRoys to this list, particularly those that have a small cap. and aren't in the oil-gas sectors. Reply
  • commenter
    Fabian
    Sep 18 08:32 AM
    Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
    I can't agree more with you. But there seem to be some justice, the first victims are the banks that lent the money enabling those same hedge funds to drive them to the bottom. Reply
  • commenter
    Roly
    Sep 18 08:03 AM
    Wind Power, Big and Small [view article]
    Windpower will be the future, the only problem is how to store the electric energy, batteries are not the solution. But there are new ideas like compressing air and using the air later to drive the generators.
    I like a small company and there windpower business in China: see: welwind.com
    Do not bet against the engineers, there will be always a solution for a problem, but the solution must be better and cheaper. Windpower will soon be the cheapest energy, if the CO2 emmissions will not be free anymore.     Reply
  • commenter
    paultaut
    Sep 17 10:28 AM
    Wind Power, Big and Small [view article]
    Bill, there are ways to harvest wave power with submerged turbines. Meanwhile there vast areas that are quite arrid which can host both Solar and Wind, unless you wish to preserve the current way of life for scorpions, gila monsters and rattlesnakes also.

    Reply
  • commenter
    william
    taylor
    Sep 17 09:14 AM
    Wind Power, Big and Small [view article]
    The Nahant causeway is beautiful. The addition of windmills will make it look awful for very little benefit. Just eliminate the lights which are visual and aesthetic pollution. It is all wretched excess if you ask me. We have junked up this country with so much crap all we need to do is simplify and save resources. Just look out your car window at all the blinking twirling Halloween horrors and think about what it takes to make, ship and run all that nonsense. Wake up! Reply
  • commenter
    paultaut
    Sep 17 08:20 AM
    Wind Power, Big and Small [view article]
    The US is a net importer of natural gas. When it starts exporting it, then we can consider it a viable way increase oil independance.

    As for a pure play in Wind, Clipper Windpower Plc., Cedar Rapids, Iowa.     Reply
  • commenter
    mdmrjsds
    Sep 16 01:54 PM
    Wind Power, Big and Small [view article]
    Two things:

    You said:
    ... oil prices may have fallen from their summer highs, but they are hovering around $100 a barrel, still almost double the price from two years ago. ...

    Wind and oil supply disjoint markets. The price of oil is irrelevant to whether we should install wind until electricity can be fed through to transportation, where oil is used. Or, to put it another way, at this point 100% of our electricity could come from wind and it would make no difference in our oil usage.

    You said:
    ... Yet while action needs to be taken, tax credits that would support the U.S. wind industry are in danger of not being renewed by Congress. ...

    It is far from clear that action needs to be taken, at least here. The place that action needs to be taken is in making transportation using oil more expensive on a gradually increasing and consistent basis so that alternatives can enter the marketplace. But that, as I've argued above, has nothing to do with wind and solar, until there is a connection between electricity and transportation.

    So any incentives should be towards linking electricity and transportation in some way. *That* is the current bottleneck.     Reply
  • commenter
    ringneckhunt
    er
    Sep 10 05:13 AM
    Infrastructure Is Making News [view article]
    wind power will NEVER EXCEED 5% of electric power in U.S.
    It requires too much land and is too expensive given the cost of transmission lines. There are a few wind farms in southern MN and they are UGLY as hell.     Reply
  • commenter
    DGO
    Sep 06 04:06 PM
    American Superconductor: You Have to Read It to Believe It [view article]
    I don't blame the author for being a little skeptical of an order this size for AMSC. Let's try to look at some facts, at least, as they have been quoted in AMSC's investor conference videos available on their website & a little sanity checking in the Wind industry.

    The company claims the orders are to support a "planned" 10GW of installed wind power. The company has also publicly stated that the turbine power converters run $50k-$100k, depending on the exact power level (up to 3MW). Let's assume that Sinovel is going to meet the 10GW plan with the AMSC Windtec 1.65MW Turbine design. This would result in 10,000/1.65 = 6000 wind turbines. To compute a conservative revenue number for AMSC let's assume the $50k converter. Revenue = 6000*50 = $300M.

    The company has also stated that they will provide SCADA & controls electronics for these turbines, which i have not been able to pin a price on. Perhaps these components, along with some service revenue bring the total system selling price to $75k. This would result in Revenue = 6000*$75k = $450M.

    If we believe their website, Sinovel currently has an annual capacity of 1000 turbines. So, IF Sinovel held their capacity constant over the 3 year period from 01/2009 to 12/2011 (this is the stated period over which the deliveries will occur) they could produce 3000 Wind Turbines without expanding at all. It's ambitious, but not hard to believe that Sinovel, if backed by conglomerate Dalian & the Chinese Gov't could ramp up to produce 2x that amount over a three year period which would bring us to the 6000 turbines required to meet the 10GW number. We also know that there are plans to manufacture a 3MW size within this time period. Using a product mix of 1.65 & 3MW turbines would require less than 6000 units "turbine capacity" to support the 10GW number.

    Sinovel legitimacy questions aside (how do we get good data on that Chinese company?), I think we can conclude that the quoted facts support the AMSC claims. It certainly looks like an ambitious deal, but not inconceivable as this article has hastily suggested.     Reply
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