fxtrader07

First Solar's Rapidly Expanding Economies of Scale

well, if you produce 1GW, 3 cents will mean 30 million $ after all - if you can get the Te in these amounts at all. But anyway, that's not the point i want to make.
Have you even noticed that FSLR has to recycle each and every panel made by them? And that the costs for doing so might be substantially higher than projected and allowed for by the company? have you noticed that just one broken panel could cost the company huge amounts in litigations when the cadmium gets dispersed? Do you have an idea what such an event would mean for its future business? yep, it would fall off a cliff! contracts will be cancelled en masse. nobody would by it anymore, becuase nobody would risk to face asbestos-like claims. If i were ceo of a homebuilder offering homes with solar-panels inclueded, i certainly would not buy FSLR's panels. Which might explain why they have ZERO customers in the U.S. Well, Europe might be shut soon to them as well, precisely because of the Cd involved.
Slice it as you want - the risks to a major and potentially deadly hit to FSLR's business are enormous.

First Solar Will Top Estimates Due to Favorable Exchange Rate

sorry for the typos. clicked on publish by accident before correcting them.

First Solar Will Top Estimates Due to Favorable Exchange Rate

their costs are in dollars?? are you kidding??
you even mention their "ramp-up of the plant in germany". I guess, the people over there in Frankfurt/Oder get paid in Dollars??
and the plants in Malaysia surely require a lot of local currency for construction and especially for running them later on.
which is what will be a huge problem going forward. The Rinngit is set to appreciate a lot - that means an explosion of costs for FSLR.
you will see that their profit margins will head sharply south over the coming years. If FSLR lives that long at all. They may very soon see their European business getting killed dut to their Cadmium-technology involved. Not to mention competition from silicon-based solar getting which are set to get a lot cheaper down the road and from companies like nanosolar.
There is a lot of of hot expectations built in the stock price - the P/E is abscene by any standards.
dot-com-mania insanity reloaded: your name is fslr.

E*Trade's Worth Much More Than This

and you think, it will be the same this time around? we have subprime, we have the whole CP market short of collapsing, we have SIVs off banks' balance shhets to the hundreds of billions. it's not just etrade. and that's precisely why it will be far more difficult for them now.
maybe they put up a fight for a while.
but there or other beaten down financial stocks that never deserved that beating - while etrade probably trades near or even substantially above its (new) fair value

Chinese Industrial Waste Management: A Microcap Cash Cow

hi, great article that attracted me to do more research on that company.
reading through their latest 10Q the company seems well on track, even though cash-flow went negative due to the investments undertaken.
any update from your side on the company?

First Solar Vulnerable to a Tellurium Shortage?

well, these terawatts may be really there, on Mars, though calling them "available" seems quite a stretch.

It's an absolute insane and nonsensical statement by the CFO and the people laughing over the Tellurium issue better listened and asked themselves just one little question: Regardless of the future demand of Te, how trustworthy is a management, its statements and financial figures if they tell this kind of absurd nonsense right at a conference call?
just think about it. I would not be surprised at all if somewhere down the road there will be accounting and balance sheet issues popping up at FSLR. No prediction, just mho.

First Solar Vulnerable to a Tellurium Shortage?

well, these terawatts may be really there, on Mars, though calling them "available" seems quite a stretch.
It's an absolute insane and nonsensical statement by the CFO and the people laughing over the Tellurium issue better listened and asked themselves just one little question: Regardless of the future demand of Te, how trustworthy is a management, its statements and financial figures if they tell this kind of absurd nonsense right at a conference call?
just think about it. I would not be surprised at all if somewhere down the road there will be accounting and balance sheet issues popping up at FSLR. No prediction, just mho.

Why I'm Selling U.S Gold Corp - For Now

one of the many useless articles here.
the alpha content is not even ZERO, but NEGATIVE.
Trading junior gold exploration stocks is as silly as it gets

First Solar Vulnerable to a Tellurium Shortage?

lots of people attacking the author of the article but it tells a lot that nobody of them has produced a single argument or fact against the Tellurium shortage scenario. Just statements without any proof while Mark Anthony has come up with sources, data facts.
Equally telling: a couple of posters have been calling outright for seekingalpha to censor/delete the article since it was "fraudulent" or "misrepresenting facts". incidentally none of them has even bothered to show the slightest "misrepresentation", lie or whatsoever. Except for one poster citing a Berkely study 8which rather supports Mark Anthony, btw) the negative commentators have induldged only in personal attacks with a remarkable and complete lack of any substance, facts, proofs etc.
I urge seekingalpha to keep this article and not to succumb to people making hell of a noise with hardly anyone of them even knowing, obviously, what they are talking about

E*Trade's Worth Much More Than This

what a superficial pumping article!
It surely does matter whether they have to write down 1bn, 3bn or more. But short term, it doesn't. The pure possibility that etrade could default and could get bk will send people rushing to shift their accounts to other brokers! Talk about a run!
In this market environment, the pure thought that i might not be able to act on my brokerage account because my broker screwed up and cannot operate anymore would force me to act immediately.

Etrade seems to be a company that an incompetent mgmt has truly run against the brick wall.
It's absolutely possible that etrade will get killed here once and forever.
Rather than debating whether a billion loss more or lkess could be handled by the company you had better started thinking whether it can handle a flight of its customers!

First Solar's Breakout Should Hold Up

It's an extremely poorly researched and superficial "analysis" presented by Mr. Dwinnell here on FSLR.

FSLR spots an expensive and inferior cadmium-tellur technology. It will have to recycle each and every panel sold due to the cadmium built into them.
It may face potentially disruptive shortages of tellurium which is very scarce, used in many future technologies and teherefore may be subject to a sharp rise in prices. The company has repeatedly stated in its sec-filings that they have almost no hedges against rising commodity prices in general. In sharp contrast, the sales-contracts closed are almost all on a fixed-price basis. That alonecould put teh company under extreme pressure given the trends in commodity prices.
The costs-per-watt-numbers given in their press releases do not match with their sales and earnings filings with the SEC. That alone raises a huge red flag!
Given the euphoria and exuberance concerning the Solar industry as a whole, FSLR is an extremely high risk-low reward stock on a longer term perspective. Their earnmings are by no means "extraordinary" as claimed by the author but rather mediocre. There is absolutely nothing in the fundamental picture justifying a >100 forward price-earnings-ratio.
The stock may rise further, short-term, driven by greedy short term oriented traders and momentum players as well as by short-squeezes. Longer term, the current price is ridiculously high bordering to obscenely overvalued.
I expect that 12-18 months from now, the bubble in this stock will most likely have burst and the stock price collapse towards 30-40$ if not lower

LDK Solar: The Soap Opera Continues

the point is, that this could happen only to a chinese company. if it were an american, nobody would have given a damn on the allegations buy just one small guy.
the SEC should carefully look into this matter - especially the transactions by hedge funds, big wall street firms and barron's and the WSJ.
whatever this Mr. Situ and Barron's may have intended, one thing did they certainly accomplish: the small investor got maximum hurt. They did not protect him, they did anything to get him out of the stock at the lowest possible point without any real and hard facts justifying the price action of the stock

Amazon On Course For Success

great observation!

Amazon On Course For Success

another dead fish joining the hyping squad...
it's quite stunning what passes for serious stock analysis today. one is reminded of bubblemania reloaded when reading "... We looked a few measures to arrive at our new target, and determined that multiples of 2.67x this years sales or 84x our adjusted earnings were all justifiable."

Give me a freakin' break! The company has a whopping minus 1.9 billion $ in retained earnings (or put differently, 1.9bn in accumulated losses) on its balance sheet, the recent positive quarters notwithstanding.
But since it's a dot.com retailer, of course, it deserves a lofty P/E of 60 on top of the company so far having burnt shareholders cash.
cpa charlie nailed it with his analysis of the repurchase programme. his analysis containes way more stuff to think about than the superficial report that tries to justify a 90$ stock price with zero substance.
In the long term, the only ones making real money from AMZN will be Jeff Bezos and his folks who have been selling millions of shares at absurdly inflated prices to the dumb who buy it only to sell it to the even dumber...