PG & E Corp. (PCG)

All Comments on PCG

  • commenter
    gaucho
    Aug 29 11:37 AM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    LDY SORRY CORRECTION THIER MARGINS WILL RISE AND THEIR COSTS WILL FALL. Reply
  • commenter
    gaucho
    Aug 29 11:36 AM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]

    TAKE a look at LDK. By 20011 they will be the largest producer of polysilicon in the world. Their margins will fall. They have long term pre-productions agreements locked in from 5-10 years. They have 3X earnings growth. They will be announcing the first production line of their polysilicon plant before the end of the year. The shorts are trying to get off and are fighting a valiant battle but the stock price KEEPS rising. The PEG is about 3.6!!!!!!
    The stock has peaked twice at about 70 per shares and this time the earnings are 3X and the polysilicon production build out will have started

    THIS STOCK WILL BREAK 100 by years end!!!
    Reply
  • commenter
    supershort
    Aug 24 06:08 AM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    "When a matter like the ITC makes so much sense, but isn't passed, I can only assume that "the fix" is in and the game is being rigged.

    IMO, the Senate will delay re-newing the ITC until weak hands panic and sell their stock at a low price to the strong hands. When strong hands are in charge, they'll pull the strings and the Senate will renew the ITC, possibly with even better terms. "

    The ITC is a subsidy that is not a win win situation, especially for solar. Did anyone take into account the cost of the land into these projects? I haven't seen one account so it is even more expensive to go solar as a renewable. Congress knows this and with a trillion dollar bailout of Freddie and Frannie on the horizon, I don't think that the 30% tax credit will be extended in it's present form. It most likely will be reduced.

    Optisolar's "plant" will take up 9 1/2 sqquare miles????? What about the SPWR "plant?" Sorry but I just don't see the EPA approving such a vast destruction of land, even if it is in the desert. Someone will be crying for the scorpions and rattlesnakes for sure.
    Reply
  • commenter
    Mike in COL
    SPGS
    Aug 18 06:21 PM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    RE: The ITC that has failed EIGHT times in the Senate.

    When a matter like the ITC makes so much sense, but isn't passed, I can only assume that "the fix" is in and the game is being rigged.

    IMO, the Senate will delay re-newing the ITC until weak hands panic and sell their stock at a low price to the strong hands. When strong hands are in charge, they'll pull the strings and the Senate will renew the ITC, possibly with even better terms.

    Just a hunch, but I trust very little that our Congress does.     Reply
  • commenter
    longtermstoc
    ks
    Aug 18 12:05 PM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    The more players like GE, PG&E, Siemens, Honda, etc.. The more I am re assured that these stocks are the future and the best place to be. Reply
  • commenter
    TraderMark
    Aug 18 05:30 AM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    <<<but SOL is much more loved by analysts and the investment community.

    Understatement of the year :) Trina when it fell to upper 20s not only got zero analyst defense, Goldman Sachs actually came out and downgraded with a target to low 20s. Even after the secondary was priced and that headwind was out of the way - no real analyst defense. THis is what happens when you blindside analysts constantly.

    That said, still own a sizeable batch on valuation alone and like Jack like SOL for valuation - even after last week's 30% run its still at forward PE of 14 instead of 11. LDK was also impressive this Q.

    Don't forget STP reports Wed this week as well although they have been all over the map in each quarter vs analysts     Reply
  • commenter
    andymajumder
    Aug 17 12:54 PM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    Jack, thank you for your comments and prior analysis. I am long TSL, SOL and CSIQ as well.
    I am sure the ITC will pass by october this year. Already we can see that the democrats are reconsidering their position on offshore drilling and that should lead to a compromise and eventually the bill should pass.

    www.washingtonpost.com...

    Congress will definitely pass this before the November elections.

    Thanks,
    -Andy     Reply
  • commenter
    Jack Yetiv
    Aug 17 11:32 AM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    User, I still believe that TSL and SOL offer the best value in the solar space, and have not sold any of my shares in either one. I bought my considerable position in TSL in the low 40's about maybe 3 months ago, so I am way underwater on those. SOL I bought about 3 weeks ago at $13.54, so I'm good on those.

    But keep in mind this has been a very fickle, anti-solar, anti-oil market, and even though I thought FSLR and CSIQ announced very well, their stocks really haven't gone anywhere, unlike at any time in the past. Part of this is due to the perceived connection between dropping oil prices and a lower attraction to solar, and part of this is due to negative press on the solar companies and ITC expiration concerns.

    TSL is by far the PE leader, trading at what I believe to be a 2008 PE of under 9 (I am projecting income at about $3.50 for 2008), while SOL is at about 11-12 PE, but SOL is much more loved by analysts and the investment community.

    TSL announces tomorrow and SOL on Tues. In the past, I would have said that if they blow out their numbers, they will go up 30-40%, but having observed FSLR and CSIQ, I'm not as sure this time around. But the solar stocks have shown some strength recently, so maybe we will get a nice run if these companies report very well. LDK absolutely demolished estimates, and last quarter, probably would have run close to 100%, but only ran about 30% this time.

    But since I am not a daytrader, I can wait for the market to recognize the value in these names.

    Jack     Reply
  • commenter
    User 244621
    Aug 17 08:09 AM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    Jack,

    Do you still believe TSL and SOL are the stocks to own? I would like to be in the best position possible to ride this solar boom now and long term. Has your thoughts changed on what stocks to own inorder to ride this new surge in alternative energy? Thank you for your insight.     Reply
  • commenter
    jjason
    Aug 17 05:08 AM
    PG&E Contract Is 'Fantastic' - SunPower CEO [view article]
    Eric, On Yahoo, I see insiders and institutions are selling their shares. I also see one fellow who exercised options at Four Cents per share and sold them for over One Million Dollars.

    I suggest to everyone to do some good research on this company before you buy the stock.

    Disclosure - none     Reply
  • commenter
    Wayfarer
    Aug 16 10:34 PM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    Jack,

    Thanks for the further comments. I too believe alternative energies are a certainty and soon. There are a number of little thinfilms that have or will start production in the next year. On top of Optisolar which is evidently not so little there is Global Solar whose product is flexible and manufactured roll to roll. Their current efficiencies are 10% with projections of 13% in 2010. They have a partnership with DOW which might allow them to scale very rapidly at some point and the flexible product sounds very interesting for covering entire residential roofs.     Reply
  • commenter
    User 10755
    Aug 16 08:43 PM
    My Website
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    SATC... this small alternative energy company will also play a part in this project, on a small scale of course, but hugh none-the-less...

    www.satcon.com/about.p...     Reply
  • commenter
    aquaculture
    Aug 16 06:01 PM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    sodapop i hope.... Reply
  • commenter
    Jack Yetiv
    Aug 16 05:11 PM
    Game Changer in Solar Energy: PG&E Inks Deal [view article]
    Don't know much about Optisolar except that it's a private company based in Hayward, CA, where I used to take helo flying lessons! I have often seen it listed as a minor, start-up thin-film producer, but clearly, 550MW is no start-up (to give you a metric--550MW is in the range of what either SPWR, TSL or CSIQ will make in 2009--total company production). Do keep in mind that these contracts won't begin to be realistically performed for at least 6 months, probably closer to a year, and much can change in a year.

    My guess (and it is only that) is that Optisolar's efficiency is today in the ballpark of FSLR, which is about 11%. SPWR has laboratory 23.6% efficiency, and I expect their production panels in 2010 will probably be around 25%.

    As to McCain and Obama, to my knowledge, neither has come out and stated a position on the ITC, but both have included "renewable energy" as something we ought to do. But even forgetting the two candidates, there is a growing groundswell of support for renewables in this country, and Boone has helped put renewables/wind on the map. Just like poll results will push Obama not to oppose drilling the OCS/ANWR, I believe the same will happen with renewables.

    Watch for this topic to become front and center during the debates.

    Also, it's entirely possible that this issue will come up when Congress returns from its recess in a couple of weeks. Remember, the states are way ahead of the federal govt on this issue (30 states now have RPS's, Renewable Portfolio Standards), which will also generate pressure on Congress to do something. Finally, as the economy slows, and unemployment increases, extending the ITC will be sold as a "jobs creation" plan--which of course, it will be.

    One way or another--and for so many reasons--this country HAS to support renewables. And, I believe that although we'll be late to the party (compared to Europe), once we get to the party, we'll be the heaviest drinkers.

    Jack     Reply
  • commenter
    kkin365
    Aug 16 04:10 PM
    My Website
    PG&E Contract Is 'Fantastic' - SunPower CEO [view article]
    Which companies are suppliers to SPWR's needs? Reply

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