Suntech Power Holdings Co. Ltd. (STP)
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- General Discussion on STP
- Solar's Brightest Companies Named; Sector Outlook Is Dim [view article]
- Three Reasons Solar Sell-off May Be in Early Innings [view article]
- Solar Grade: A Silicon Revolution [view article]
- SunPower, Solar Stocks Hit By Panel Price Prediction [view article]
- Solar Breaks Oil Price Dependence [view article]
- Solar and Oil, Part Deux [view article]
- Can China Carry the Post-Olympic Torch? [view article]
- 41 Stocks Returning 10% or More Last Week [view article]
- What's Up with the China Solar Stocks [view article]
- Need Cash? See Suntech [view article]
- Solar Cycles and Stocks: The Sun Also Rises [view article]
- The Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
loading ...Recent STP Articles
- Solar's Brightest Companies Named; Sector Outlook Is Dim
- SunPower, Solar Stocks Hit By Panel Price Prediction
- Three Reasons Solar Sell-off May Be in Early Innings
- Solar and Oil, Part Deux
- Solar Breaks Oil Price Dependence
- Can China Carry the Post-Olympic Torch?
- What's Up with the China Solar Stocks
- Solar's Hot Gain (Week Ending 8/22/08)
- Need Cash? See Suntech
- Solar Cycles and Stocks: The Sun Also Rises
- Full List of Articles »
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Solar's Brightest Companies Named; Sector Outlook Is Dim [view article]
Prices for virtually all stocks slipped during this conference. Does that mean that the stock market is down BECAUSE of this conference? This is such a BS article. Shares slipped last week? You don't mention the incredible boost that they are coming off of from a very positive earnings season in the weeks prior to that. The statement "The year 2009 could start to show signs of bifurcation between long-term winners and the companies with a ‘me-too' strategy in the solar sector" could be replaced with 2008, 2007, 2006, etc.. Despite the recent pullback in oil, it is still up about 30% over last year and the trend of decreasing production and increasing demand will stay in place for years. Combine that with states in the US requiring annual increases in "alternative"... energy production from utilities, and the future for solar is the same as it has been for a long time. It is on the rise. They're all rapidly expanding production, and if the cost comes down, that will end up increasing demand. Nothing has changed because of this conference. ReplyThree Reasons Solar Sell-off May Be in Early Innings [view article]
I just don't see where this amazing solar growth is going to come from, speaking from the demand side. Solar is still quite expensive without being subsidized, and the countries that will demand the most electricity growth in the future will most certainly adopt the cheapest form of generation, coal/nuclear. Another thing overlooked is the power output from solar panels. The published figures are peak power, this only happens in optimal conditions of a clear day in the summer and the sun directly overhead. Power output will always be unreliable even during the day due to atmospheric conditions, and thus solar will never make up more than a small percentage of grid energy as it offers nothing in terms of system stability. ReplyThree Reasons Solar Sell-off May Be in Early Innings [view article]
People psycholigically link Oil prices to Solar Co. prices simply because of ignorance ReplySolar Grade: A Silicon Revolution [view article]
aquaculture/SolveClima... - thanks again.brenkov, all - RSI is a winner but still as messy as any method. If you still want to get in and if you've got a lot of money, write me off-list.
The difference between semi-conductor semi-metals for IC wafer and photovoltaic conductor semi-metals for cells is that Moore's Law is dependent upon the Raw Materials Supply Law with cells. This inverts the relationship because with the core technology of IC wafer we are getting things smaller, whereas Raw Materials Supply Law dictates the we are getting things larger, trying to achieve cost efficiency while "spreading out" the core material's technology, not shrinking the technology's material core. Surface area in subatomic frequency of cyberspace is not the same factor as surface area in the photonic-scale real world. In fact it is the inverse. We may be learning at regular clip but it may take longer and longer to increase cost efficiencies of silicon PV by way of Moore's Law reasoning. It's a totally different playing field.
While the world grapples with an accelerated and cascading pace of problem definition change, as volatile as that is, I'm thinking more along the lines of chaotic attractors, inclusive of the human brain's "cognitive efficiency" (basically, learning, or mimicking how computers think so efficiently) vs. our incumbent human "bandwidth" issues effect everything we perceive as changing.
It's often said that the more things change the more they stay the same and I think investors and the general public and individuals, me included, often forget this old adage. The Raw Material Suppliers in demand will effectively (and efficiently) in concert with the rest of the financial and energy markets, will keep the cost of PV supply right around "wherever it's been" in any more-demand-than-suppl... fluctuating market, protecting their maximum profits, just like the dirty energy industry.
How breakthroughs in silicon PV efficiencies and/or with the material supply production are perceived and how the effect of efficient assembly, distribution, deployment of PV or other clean energy schemes are amortized into the energy markets, should be just as important as other types of events that dramatically effect financial markets , but they are not.
Reply
Three Reasons Solar Sell-off May Be in Early Innings [view article]
We all see what we want to see. Rationalizations abound. Key to solar success is the increasing requirements of the states in this USA that local utilities produce x% of renewable energy by y date. When the big utilities like Duke and SCE start putting solar panels on their customer's roofs instead of getting power from increasingly expensive and long time line to build generating plants, then solar will off to the races. And this trend has begun. Both Duke and SCE have started programs to install these panels. The wave of the future. ReplyThree Reasons Solar Sell-off May Be in Early Innings [view article]
Peak Oiler said:Watching the convention last night on CNN I was taken by the sea of white faces - women with caked on make-up, face-lifts and dyed hair, men with hardened unfeeling eyes. There was no real humanity in the room, merely hollow shells without a conscience.
What kind of weed were you trippin on? Reply
Three Reasons Solar Sell-off May Be in Early Innings [view article]
Kelvin, I think you drank the Minneapolis koolaid. Solars retraced last week just before and during the convention (hmmm...), but I'm writing this just after announcement that FRE and FNM need Uncle Sam's bailing bucket. Longer, stranger days ahead, where the general economic condition will be ballast in the boats of most stocks. Investors still willing to assume a little risk may end up looking for companies with an emerging technology and growth potential. You might see a change in investor sentiment after November and another strong quarter of growth in this industry.Reply
Three Reasons Solar Sell-off May Be in Early Innings [view article]
i know that solar is the fad right now, but it is legit and has the backing of silicon valley. its like the personal pc in 1983....around the corner from exploding...short if u want...but i am buying the winners (stp,ldk,amat) on dips..where there have been many..scott
solarfeeds Reply
SunPower, Solar Stocks Hit By Panel Price Prediction [view article]
just stay with the solars with long term poly contracts. you will be fine. Replylicn
Three Reasons Solar Sell-off May Be in Early Innings [view article]
gebby, I do not believe in global warming or al gore, however i believe in solar. ReplySunPower, Solar Stocks Hit By Panel Price Prediction [view article]
Paultaut,,So is iron, copper, gold, silver, ALL ore requires refining. So why should sililcon "ore" be any different. Don't be so lazy... refine and pusify.
PS in the face of rising demand, and with essentially unlimited supply of raw ore, build the facilities to meet the demand AND = THEY WILL COME.
Seriously I do not understands the point of these comments of yours.
PS recycling "old panels" for their materials is also a growing and profitable business. Reply
Three Reasons Solar Sell-off May Be in Early Innings [view article]
This article has a few major problems.1) Even though the CEOs of several solar companies say prices will drop 5-10% the author bases his point on a drop of 15-20% drop. Even though the CEOs, many who have multi-year contracts say silicon will drop 5-10% in '09, he assumes a 5-10% increase.
2) Get off Spain's subsidy. Does anyone remember carbon credits? There are companies doing projects today just for the carbon credit sales.
3) CA has passed legislation sudsidizing alt energy and requiring % of generation
4) Anyone remember the Mojave Desert is being staked out right now. There is a lot of money being planned for solar power right there
5) How about Florida Power and Light?
6) Even McCain wants a cap and trade
7) As the US dollar drops, it will make the cost of solar panels cheaper in US dollars.
The main issue will be FOREX changes for Chinese companies
Right now in the US, Boone Pickens is the predominate player. Regardless of who wins election, we are being led to alternative energy, not because of global warming but a push for energy independence. That is a cause no one will argue. Reply
Three Reasons Solar Sell-off May Be in Early Innings [view article]
You are absolutely right 2H, but you could also expand this micro-political forum into the Macro world of the problems facing our nation. I think that We snip at each other's ideas because WE know that we have to act now but We need a focus. Simply put, we need an Energy Policy which focuses on one solution but funds future alternatives as well.There are just too many Paths to choose from, I would prefer All Electrics but am quite willing to go along with ANYTHING until all electrics are viable. Anything is better than nothing. Reply
SunPower, Solar Stocks Hit By Panel Price Prediction [view article]
You can walk in every desert in the world and scoop up that sand, But you can't use it without extensive purifying which translates into shortages and higher prices.We have an abundant supply of Coal, big deal, without cleaning it properly, it may as well stay in the ground. The same thing holds for Solar, Sand is useless in its present form. It is a "feedstock". Think in terms of the costs surrounding 100% contamination free Clean Rooms and expanding these Rooms to Manufacturing Facility size. These facilities do not exist to provide all of the Panels needed for the expansion all of you seem to think is exponential.
That's why I prefer vertically integrated Solar companies which will produce for themselves first and sell excess production. Reply
Three Reasons Solar Sell-off May Be in Early Innings [view article]
This website is getting way too much political back and forth. Can we stick to financial issues? Who has time to read this stuff? Go back on this page and look at it. Most of you sound like complete fools - not logical nor is it relevant - just Yahoo-style ranting. Reply