bigswing's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/104981/comments http://seekingalpha.com/article/158321-solar-competition-heats-up?source=feed#comment-647023 647023 Wed, 26 Aug 2009 09:30:25 -0400 http://seekingalpha.com/article/99721-trying-to-make-sense-of-cramer-s-advice?source=feed#comment-281736 281736
Never listen to this stupid guy... period!!!!]]> Mon, 13 Oct 2008 21:23:49 -0400
Never listen to this stupid guy... period!!!!]]> http://seekingalpha.com/article/99468-sustainable-energy-after-the-correction?source=feed#comment-281545 281545
that is only the begining... it will up another 50% from current price in a month... wait and see]]> Mon, 13 Oct 2008 16:19:49 -0400
that is only the begining... it will up another 50% from current price in a month... wait and see]]> http://seekingalpha.com/article/99468-sustainable-energy-after-the-correction?source=feed#comment-280911 280911
Solar sector is on a path to grow from 3.9GW of cell/module production in 2007, to more than 7GW in 2008, 14.7GW in 2009 and at least 52GW by 2012. This equates to a 68% CAGR, with significant upside potential for both silicon and thin film production. Although it is expecting a 7% compound annual price decline, the solar sector revenue is poised to expand from $27bn in 2007 to $274bn by 2012. The operating margins to remain above 30% through 2012.

Anyone who buy solar stocks now will be hugely rewarded in a few years. ]]> Sun, 12 Oct 2008 21:47:33 -0400
Solar sector is on a path to grow from 3.9GW of cell/module production in 2007, to more than 7GW in 2008, 14.7GW in 2009 and at least 52GW by 2012. This equates to a 68% CAGR, with significant upside potential for both silicon and thin film production. Although it is expecting a 7% compound annual price decline, the solar sector revenue is poised to expand from $27bn in 2007 to $274bn by 2012. The operating margins to remain above 30% through 2012.

Anyone who buy solar stocks now will be hugely rewarded in a few years. ]]> http://seekingalpha.com/article/83940-a-look-at-four-polysilicon-based-pv-manufacturers-funding?source=feed#comment-238990 238990
Price on 7/8/08 Price on 8/25/08
LDK $29.72 $50.95
YGE $13.57 $18.39
STP $32.02 $47.26
JASO $13.75 $18.43
TSL $26.40 $34.92
SOL $12.02 $19.70
CSUN $6.68 $12.31
SOLF $12.70 $20.60
CSIQ $29.55 $33.24
FSLR $234.00 $277.00
SPWR $59.58 $96.98

This proves how wrong and how stupid this author. ]]> Tue, 26 Aug 2008 00:18:30 -0400
Price on 7/8/08 Price on 8/25/08
LDK $29.72 $50.95
YGE $13.57 $18.39
STP $32.02 $47.26
JASO $13.75 $18.43
TSL $26.40 $34.92
SOL $12.02 $19.70
CSUN $6.68 $12.31
SOLF $12.70 $20.60
CSIQ $29.55 $33.24
FSLR $234.00 $277.00
SPWR $59.58 $96.98

This proves how wrong and how stupid this author. ]]> http://seekingalpha.com/article/92369-shanghai-s-own-stock-market-rules?source=feed#comment-238983 238983
The current Shanghai market shares are reasonably priced. Whether the market is bottomed or not and when it will start to move up again, that is totally depends on investors sentiment (Remember there are lots of cash among Chinese investors due to extremly high savings rate of 30% of their earnings). If they loss their confidence, the market will not be UP no matter how cheap they are or whatever govt policies trying to push it up. If ordinary investors gain confidence, the market will come back any time.

]]> Mon, 25 Aug 2008 23:59:48 -0400
The current Shanghai market shares are reasonably priced. Whether the market is bottomed or not and when it will start to move up again, that is totally depends on investors sentiment (Remember there are lots of cash among Chinese investors due to extremly high savings rate of 30% of their earnings). If they loss their confidence, the market will not be UP no matter how cheap they are or whatever govt policies trying to push it up. If ordinary investors gain confidence, the market will come back any time.

]]> http://seekingalpha.com/article/88756-china-biotech-in-review-company-profiles-and-drug-advancement?source=feed#comment-221610 221610 Sun, 03 Aug 2008 13:39:38 -0400 http://seekingalpha.com/article/80225-agria-corp-offers-bogeyman-trade-opportunity?source=feed#comment-221609 221609 Sun, 03 Aug 2008 13:37:07 -0400 http://seekingalpha.com/article/84041-china-and-india-s-growth-just-currency-related-illusions?source=feed#comment-206531 206531
yes, it could... feel better at least...]]> Tue, 15 Jul 2008 22:28:22 -0400
yes, it could... feel better at least...]]> http://seekingalpha.com/article/84616-ldk-solar-forecasting-sunny-skies-in-q2-earnings?source=feed#comment-203714 203714
By the way, many posters ask Michael to post #s for other Chinese solar companies... he can't. The reason is that LDK is an exception. Up-to-date and reliable information for most other Chinese solar cos are not readily available. It takes a lot of hard work and extensive search (Chinese media, internet blogs, forums, QQs, etc) ...
]]> Sat, 12 Jul 2008 13:05:52 -0400
By the way, many posters ask Michael to post #s for other Chinese solar companies... he can't. The reason is that LDK is an exception. Up-to-date and reliable information for most other Chinese solar cos are not readily available. It takes a lot of hard work and extensive search (Chinese media, internet blogs, forums, QQs, etc) ...
]]> http://seekingalpha.com/article/83940-a-look-at-four-polysilicon-based-pv-manufacturers-funding?source=feed#comment-200702 200702
LDK $29.72
YGE $13.57
STP $32.02
JASO $13.75
TSL $26.40
SOL $12.02
CSUN $6.68
SOLF $12.70
CSIQ $29.55
FSLR $234.00
SPWR $59.58
WFR $53.59
]]> Tue, 08 Jul 2008 12:18:40 -0400
LDK $29.72
YGE $13.57
STP $32.02
JASO $13.75
TSL $26.40
SOL $12.02
CSUN $6.68
SOLF $12.70
CSIQ $29.55
FSLR $234.00
SPWR $59.58
WFR $53.59
]]> http://seekingalpha.com/article/83940-a-look-at-four-polysilicon-based-pv-manufacturers-funding?source=feed#comment-200689 200689
Another fact is that polysilicon is dropping now from the peak price $450-$500/kg earlier this year and more drop is expected later this year... There are several authorative forcasts now predicting that polysilicon price will drop well under $200/kg in 2 to 3 years...

]]> Tue, 08 Jul 2008 12:06:44 -0400
Another fact is that polysilicon is dropping now from the peak price $450-$500/kg earlier this year and more drop is expected later this year... There are several authorative forcasts now predicting that polysilicon price will drop well under $200/kg in 2 to 3 years...

]]> http://seekingalpha.com/article/83940-a-look-at-four-polysilicon-based-pv-manufacturers-funding?source=feed#comment-200671 200671
Second, these comapnies are making money, not as you said "lossing money"... Solar companies that are losing money now are ENER, ESLR, AKNS, ASTI, HOKU, DSTI... which are not included in your discussion...

]]> Tue, 08 Jul 2008 11:53:49 -0400
Second, these comapnies are making money, not as you said "lossing money"... Solar companies that are losing money now are ENER, ESLR, AKNS, ASTI, HOKU, DSTI... which are not included in your discussion...

]]> http://seekingalpha.com/article/57616-holiday-cheer-from-ldk-solar?source=feed#comment-106055 106055 Wed, 19 Dec 2007 10:43:14 -0500 http://seekingalpha.com/article/38422-trying-and-failing-to-profit-off-of-the-chinese-market-decline?source=feed#comment-94985 94985 Mon, 03 Sep 2007 00:03:10 -0400