FSLR Forum Topics
- All Comments on FSLR
- General Discussion on FSLR
- SEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower [view article]
- An In-Depth Look at Solar Stocks [view article]
- The Tellurium Supernova [view article]
- Cadmium Telluride Casts Shadow on First Solar [view article]
- The Best Safe-Haven Investments, and Some Potential Threats [view article]
- Expecting Strong Earnings Upside from First Solar and Solarfun Power [view article]
- It's Not Easy Being Evergreen - Cramer's Lightning Round (7/9/08) [view article]
- Solar's Warm, But Not Hot - Barron's [view article]
- 20 Top Sustainable Stocks [view article]
- Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower [view article]
- Is There Value in Silicon Solar PV? [view article]
- Solar Shorts Keep On Rising Even As Oil Surprises [view article]
loading ...Recent FSLR Articles
- SEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower
- Solar's Warm, But Not Hot - Barron's
- 20 Top Sustainable Stocks
- An In-Depth Look at Solar Stocks
- Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower
- Expecting Strong Earnings Upside from First Solar and Solarfun Power
- SCE Contracts Push First Solar Ahead
- The Best Safe-Haven Investments, and Some Potential Threats
- Is There Value in Silicon Solar PV?
- Solar Shorts Keep On Rising Even As Oil Surprises
- Full List of Articles »
Pragmatist
SEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower [view article]
15% cost reductions seem well within reach. With the exception of material costs, manufacturing costs are coming down and solar efficiency is increasing. Once the supply can catch up with demand, material costs, and overall solar costs, should decrease significantly. ReplySEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower [view article]
The paradigm shift is the one away from the utilities into consumer owned SUSTAINABLE forms of energy. I have never seen so much progress in the world of solar. SEPA can try hard, but we are sick of getting bent over a barrel by the utilities- after years of rate increases, pollution, blackouts, Enron, etc., we are MORE than ready for a change. We are DRIVEN with a passionate hatred for the likes of PG+E. ReplySEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower [view article]
a "notably" bad call ReplySEPA Report Showing End-Market Demand Disconnect Could Sink First Solar, SunPower [view article]
Anybody believe that ITC will only be given to utilities? The natural location for PV is rooftops because real estate and distribution costs are minimal. I don't believe are government is stupid enough rule that ITC does not go to home owners.This is another anonymous piece that should be ignored. Reply
An In-Depth Look at Solar Stocks [view article]
I did not really get much out of the article. What are the top 5 stocks that will be around in 5 years? (Have the best chance) Lots of stocks not listed! I too like eslr ReplyThe Tellurium Supernova [view article]
I am doing trading of minor metals in China, I could offer Se, Co,and Te.james.xu@njhipower.com
On Dec 04 03:40 PM Augustus wrote:
> Where can someone purchase Tellurium? Reply
The Tellurium Supernova [view article]
anybody wants to but Te, pls mail me, james.xu@njhipower.com ReplyThe Tellurium Supernova [view article]
I am in China, do trading, I could get TeOn May 02 08:48 PM John from California wrote:
> mark,
>
> so where exactly can you buy tellurium ingots????? Reply
Cadmium Telluride Casts Shadow on First Solar [view article]
First, I just read that the EU has no restrictions of NiCad batteries.Second, the coal pile next to my 6th grade classroom contained enough mercury for us to collect puddles in our palms to play with during class. I think it's great to sequester mine waste ( if no one wants it, it is waste) into a product, along with a very valuable element, for 25+ years. the Tellurium almost guarantees it will be recycled. Reply
The Best Safe-Haven Investments, and Some Potential Threats [view article]
By the way: My personal view is that fuel cells may not have much role in a renewable energy world.If you pick up most recent books on alternative energy, you will find them analyze the "hydrogen economy" and conclude that it is inferior to other alternatives.
1). low energy efficiency from the production to consumption end of the process
2). hydrogen is a lousy energy carrier (extremely expensive to store and ship, and in my view that is liable to remain true in the future) Reply
The Best Safe-Haven Investments, and Some Potential Threats [view article]
Forgot to mention. The reason for my interest in those metals is their application to alternative energy.Most of you probably know why Lithium is of interest, Lithium batteries are by far the front-runner for use in electric vehicles.
Vanadium is of interest in the alternative energy world because of its use in "flow batteries", batteries whose fluids are stored in external tanks, thus potentially allowing the creation of batteries with very large energy storage capacity at lower cost than you could achieve doing the same thing with conventional batteries.
There are people who also believe Vanadium demand will go up a lot in its use in high-performance steel as developing economies like China switch to greater use of such high-end infrastructure products. Reply
The Best Safe-Haven Investments, and Some Potential Threats [view article]
As to platinum and palladium, I would like to think he is right. I own some Stillwater. If you look at the amount of Palladium they have in the ground, including "mineralized material" (which I believe is the equivalent to what is called "resources" in the Canadian standards), their stock is at some ludicrously cheap valuation like $20 per ounce of Palladium or so.However, that doesn't do you any good unless Palladium prices are high enough for mining it to be profitable. Since Stillwater was roughly breaking even, I believe, back when Palladium was in the 300's, I assume they should be able to make a good profit at current prices.
However, to me the big question mark is demand. In the near term, the developing world is building more cars, which should increase demand for Palladium. However, I would think within 5-10 years we will have viable all-electric vehicles, and then demand for PGM's could go down a good bit.
Another wild card, however, is to what extent the industry is able to get Palladium more popular as a metal for jewelry. That could open up a lot of additional demand.
But some metals I think are worth looking at investing in are Lithium and Vanadium. You can invest in North America's biggest Lithium deposit by buying Western Uranium, or Western Lithium, the latter of which was spun off by Western Uranium and started trading last week. Western Uranium still retains about a 30% interest in Western Lithium, so you can get exposure to Lithium by buying it as well. As to Vanadium, I learned of a stock a few days ago that seems to me the best way to invest in Vanadium, but it is tiny and illiquid and I am still buying so I won't mention it at this time. Reply
The Best Safe-Haven Investments, and Some Potential Threats [view article]
1). Comparing the relative merits of gold and toilet paper as an investment should include the cost of warehousing the toilet paper. I don't think I have room in my apartment to put $100,000's of investment dollars worth of toilet paper.2). Gold cannot be evaluated as another commodity. Gold is the most fundamental form of MONEY, a status it has gained from thousands of years of history.
Since gold is a form of money, its relative scarcity needs to be judged by comparing the quantity of gold to the quantity of paper and electronic currency. Reply
Expecting Strong Earnings Upside from First Solar and Solarfun Power [view article]
The author of this article has actually written rubbish. When I say 'rubbish', I mean that that is what a reader would come away with after reading the article. There is absolutely no substance in what is written. Everything is based on pure speculation that he'd rather quit his job and become a fortune teller. He even knows how much the share price of FSLR will go to. Only an idiot will make such a statement aka Analysts. And when does not know the difference when reading the eps of companies, one should just quit even attempting to write a blog.How can one write :
FSLR reported 1st quarter 2008 earnings of $.57 per share on 4/30/08
SOLF reported 1st quarter 2008 earnings of $2.21 per share on 5/21/08. This beat the consensus of $1.10 by $1.11
and not know the difference?. Does the guy ever re-read his own article before posting?. And need one say more?. Reply
It's Not Easy Being Evergreen - Cramer's Lightning Round (7/9/08) [view article]
THANK YOU FOR BEING AND INVESTOR OF =ESLR=.ESLR== JUST WON A BIG CONTRACT WITH GERMANY MAKING SOLAR PARTS FOR THEM.
THE CONTRACT WAS FOR $I.3 BILLION DOLLARS.
IT WILL TAKE THE END OF THIS YEAR AND INTO 2009.
BUT =ESLR= PROFITS SHOULD GO MUCH HIGHER.
I'AM BETTING ON =ESLR= LIKE YOU.
I JUST BOUGHT 1,000 SHARES OF =ESLR= @ $9.80 SHARE AND I WILL CONTINUE TO BUY THEM UNTIL THEY REACH THEIR HIGH AGAIN OF $18.90 A SHARE.
SOLAR INVESTOR OF =ESLR=.
On Jul 10 08:45 AM valuestockso nly wrote:
> He always has an agenda as with Sirius. I do not trust him. I will
> continue to buy ESLR on ANY weakness. Reply