5N Plus Inc. (FPLSF.PK)
Loading...
Symbols:
FPLSF.PK Forum Topics
- All Comments on FPLSF.PK
- General Discussion on FPLSF.PK
- The Tellurium Supernova Has Erupted [view article]
loading ...Recent FPLSF.PK Articles
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
General Discussion on FPLSF.PK
test mailOn Oct 01 02:42 AM Pravin wrote:
> Hi all, this is Pravin. We are into BA/BE studies and we want to
> do study on estrogens. but since the estrogens are naturally formed
> in the body. it is difficult to get a clean background in the blank
> plasma run. we are planning to run a placebo study and the sample
> from each time point will be deleted from the responce that we get
> during actual dosing of Reference and Test sample. I just want to
> know if the regulatory will accept that. and what additional study
> parameter we need to perform during method validation other then
> the routine parameters. Reply
General Discussion on FPLSF.PK
Hi all, this is Pravin. We are into BA/BE studies and we want to do study on estrogens. but since the estrogens are naturally formed in the body. it is difficult to get a clean background in the blank plasma run. we are planning to run a placebo study and the sample from each time point will be deleted from the responce that we get during actual dosing of Reference and Test sample. I just want to know if the regulatory will accept that. and what additional study parameter we need to perform during method validation other then the routine parameters. ReplyThe Tellurium Supernova Has Erupted [view article]
Regarding the background of American Elements it is worth reading Jack Lifton's article on July 3, 2008:www.resourceinvestor.c...
Reply
The Tellurium Supernova Has Erupted [view article]
An update. 5N Plus Inc. released latest earnings for the quarter ending May 31, 2008. It does not surprise me that the cost actually goes down a bit (meaning less raw material purchased) while sales revenue grows significantly:www.prweb.com/releases...
If you listen to the conference call, their cost basis (cost per unit of raw material) does NOT go down. So total cost going down really implies that amount of raw material used in production, in terms of kilograms, goes down (listen to the time spot at 46:38 of the recording):
podcast.newswire.ca/me...
It is absolutely stunning to me that a novel company, which I knew since its founding, American Elements, now gets into the business of producing Cadmium Telluride:
www.prweb.com/releases...
A very interesting development if you know the original background of American Elements Inc.
More over this news item is also extremely interesting:
biz.yahoo.com/prnews/0...
I shall discuss these new developments in a new article.
Reply
The Tellurium Supernova Has Erupted [view article]
youtube.com/watch?v=nA...
????? FSLR FSLR
$CLINK $CLINK $CLINK Reply
The Tellurium Supernova Has Erupted [view article]
It looks right after I provided the link to FSLR's tellurium job posting at the hotjobs web site, it's been promptly removed. The link below no longer works. So for the record I an posting content I saved early on so people can read it and make their own judgements:hotjobs.yahoo.com/job-...
(Link no longer works)
Manager, Metals Refining Development
Location: Perrysburg, OH
Job Code: 655
# of openings: 1
----------------------... ---------------------------
Description
First Solar is a leader in the development and manufacturing of thin film solar modules used in grid-connected solar power plants. Our high growth and position in the renewable energy industry offers outstanding opportunities to individuals seeking an exciting work environment in one of the most important industries for the 21st century. Our culture is one where teamwork, continuous improvement, achievement of results, and environmental responsibility are core values. We are seeking new associates that are motivated to contribute their talents to making cost effective solar energy an important part of the world’s energy mix.
Basic Job Functions
The Manager will lead the initiative on recovery of tellurium from mined sources and non-traditional material containing tellurium. The manager will help to build a group that will have capability in hydro- and pyro-metallurgy skills to be applied in meeting the objective of tellurium recovery. The Manager and the group will develop processes at the bench scale, expertise to scale up to operation level, capacity to work with external (metallurgical) labs, select and optimize equipment and deliver on tellurium units ready for use in the manufacture of CdTe.
Qualification Requirements:
· Bachelor’s degree in an Engineering discipline
· Advanced degree in metallurgical or chemical engineering
· Specific and demonstrated experience working in process development environment
· Five (5) years experience in a lead role (process or project development)
· Proven problem solving skills.
· Proven Organizational and Managerial Skills.
Essential Job Functions:
· Develop team containing associates of A players to move the metals purification initiative to level capable of supporting deployment of processes/operations for tellurium recovery
· Responsible for interviewing, hiring and coaching process engineering personnel to meet assigned objectives.
· Manage process and equipment selection, evaluate analytical support to group, ensure process improvement activity relating to installing a plant to produce tellurium.
· Responsible for and providing oversight for documenting and reporting development work in high quality/scholarly format.
· Works with others in Tellurium Initiative Department to support efforts to locate and develop additional tellurium sources.
· Assist in department expense and capital budget activity and help to adhere to budget
· Responsible for effective communication of activity and outcomes
· Foster team-building of group
· Ensure adherence to safety procedures and good housekeeping standards.
· Serve as a resource for tellurium/cadmium metallurgical processes.
Reply
The Tellurium Supernova Has Erupted [view article]
First Solar is or will be getting tellurium from Anglo Gold's Cripple Creek mine. They have a good supply of it there. New tellurium discovery programs are in place by one or two companies, including Mexivada Mining Corp. (MNV.V); mexivada.com ReplyThe Tellurium Supernova Has Erupted [view article]
As a side note, I think FSLR has strong head winds coming its way even without the CdTe problems. The CIGS technology is cheaper. There are Nanosolar (already producing) and Miasole (scheduled to start production in October). When I talked to one of their engineering directors recently, he confirmed that this was still their expectation. Beyond these two there is Best Solar, which the LDK CEO is starting in China. He claims Best Solar will be producing 1 GW of thin film solar within two years. Then there is Q-cells which is starting a $3.5 billion thin film plant in Mexico. Beyond that there is the new UMG technology for polysilicone (i.e. so you can use less pure and much cheaper polysilicone to make approximately 14% efficient solar wafers). CSIQ has already started this. I think there are a few startups too. It is almost a certainty that LDK, TSL, etc. will expand their offerings to include these lower cost, less efficient wafers.FSLR (PE = 107) is simply too highly priced. This PE may come down within the next year, but not if the price of the stock rises. Beyond the next year, the competition looks increasingly stiff in the low cost solar area. Reply
The Tellurium Supernova Has Erupted [view article]
I have written to plenty of companies as an investor and gotten responses from IR. If FSLR is not responding, that is cause for concern.Reply
The Tellurium Supernova Has Erupted [view article]
@Andrew: your increasingly hostile barking at mark reveals how high your emotions are running. calm down, emotional investing guarantees losses down the road. Rationalizing one's decisions and shooting the messenger of potentially disturbing news to your investment thesis is very common among retail investors as well as institutional fund managers. But in fact, you should welcome articles like that of mark because they could serve as a warning flag before things go bad - or they could serve to further strengthen your investment thesis upon genuine dismissal.As i see it, Mark may be really on to something. (by the way, there are hundreds of smaller and larger companies out there that do respond to inquiries even when they do not come from Fidelity or Wellington. If FSLR doesn't - even after analysts ask, then this smells big time.)
And can't you see the contradictions lining up at FSLR?
first, they state in their filings that Te-prices have gone up 3-fold (btw, itself incorrect for the mentioned timeframe as the increase was much larger) but that this did not significantly affect them. a sentence later they admit that they break with their established practice and now entered into lonmg-term contracts to secure supplies.
then, and only upon analysts' requests an officer of fslr states in a cc that they 'identified' terrawatts of te-supply. READ CAREFULLY! 'identified' does not equal secured. nor does it say if or when they would be available
then comes the ominous job-offer along. Now, if that does not scream 'Te-supply problems ahead', i don't know what will. Again, the problem is NOT the price FSLR has to pay. The problem is that EITHER they do NOT GET the Te that they need OR that in order to sufficiently boost production and hence supply the price would have to rise to levels where it WILL make a huge difference to FSLRs bottom line. What is so hard about that to understand?
If I were you, rather than attacking Mark, I might try to genuinely counter his arguments - or upon failing so, you might think of reducing your position.
disclosure: i am slightly short fsl. i hold some other solar stock longs against a part of that position. My short thesis is not based on the te-issue, but simply because fslr is as overvalued and priced-for-perfection a stock (and that in an industry with high potential for disruptive technologies) as there is currently in the market Reply
Editors
General Discussion on FPLSF.PK
Is this a buy or a sell? ReplyThe Tellurium Supernova Has Erupted [view article]
For the record, FSLR posted a job related to tellurium. In the job description they revealed a so called Tellurium Initiative Department whose task is trying to extract residue tellurium from "mined sources", i.e., mining waste. That is pretty disturbing in my opinion. FSLR has since quietly removed the job posting from their own web site. But it can still be found some where else:hotjobs.yahoo.com/job-...
Read it and make a judgement by yourself. I attempted to seek a comment from FSLR but got no response from them except that they quietly removed link to the job description from their web site.
Reply
The Tellurium Supernova Has Erupted [view article]
Claims Of A Dramatic Increase In Thermoelectric Efficiency:www.carbonfree.co.uk/c...
Interesting news story on tellurium used in the thermoelectric applications.
Reply
The Tellurium Supernova Has Erupted [view article]
Andrew:Stop making rumor about me. I have never once longed FSLR. Jack's new stance is wrong. First he did not realize that the NREL data has been exagerated. Read the paper by Prof. Martin Green, an award winning scientist. It's paid access but it should be a $20 well worth spending if you are so heavily invested in FSLR:
www3.interscience.wile...
In summary, Martin Green concluded, using actual samples collected from all over the world, that not all copper mines contain the same tellurium content. The average content is 100 grams per ton of copper. The current technology extracts just about 1/3, or 33 grams, after a pretty complicated process. If copper mines decide to use the cheaper leaching method to produce copper, instead of electrolytic process, then no tellurium can be obtained.
Consider that one ton of copper is worth $8800, and the tellurium extracted is barely worth $10. There will be absolutely NO incentive for any copper mining company to try to invest time, money and effort to get more tellurium out. It's just not worth it unless tellurium is as expensive as gold.
Reply
The Tellurium Supernova Has Erupted [view article]
Obviously Jack's March article is his new stance on Te over the old stance from Feb. As I recall back in December you went from short FSLR to long FSLR and now you're leaning short again. Does this cost you your credibility as well? People are allowed to chance their position with new information. Reply