Vince Sanchez's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/112614/comments http://seekingalpha.com/article/60933-the-bakken-trend-lost-dutchmen-mine-of-the-oil-patch?source=feed#comment-146649 146649 WLL, EOG (11% assets), BEXP (16%) CLR (33%) and MRo is entering, I am not sure about Kodiak.
I understand that in a matter of 3-4 weeks, the USGS will release a report including final figures about volume reserves at Bakken reservoir.
Interesting !,
Let's see and move fast !!]]> Mon, 07 Apr 2008 17:43:35 -0400 WLL, EOG (11% assets), BEXP (16%) CLR (33%) and MRo is entering, I am not sure about Kodiak.
I understand that in a matter of 3-4 weeks, the USGS will release a report including final figures about volume reserves at Bakken reservoir.
Interesting !,
Let's see and move fast !!]]> http://seekingalpha.com/article/67663-5-reasons-why-the-u-s-dollar-will-weaken-further?source=feed#comment-124183 124183 Stop Irak war as 1st step.
2nd stop saying every week that Oil reserves are low or high.
3rd Policy for using more public transport and less personal car use.
4th Make arrangement with people with mortgages problems.
5th reduce trade deficit

]]> Sun, 09 Mar 2008 10:37:01 -0400 Stop Irak war as 1st step.
2nd stop saying every week that Oil reserves are low or high.
3rd Policy for using more public transport and less personal car use.
4th Make arrangement with people with mortgages problems.
5th reduce trade deficit

]]> http://seekingalpha.com/article/67192-ldk-solar-material-discrepancies-in-analyst-coverage-media-reporting?source=feed#comment-122290 122290 Congratulations to the LDK investor groups and Hakan & Conor]]> Wed, 05 Mar 2008 07:18:01 -0500 Congratulations to the LDK investor groups and Hakan & Conor]]> http://seekingalpha.com/article/62036-solar-stocks-won-t-stay-down-for-long?source=feed#comment-113929 113929 ]]> Thu, 31 Jan 2008 18:10:45 -0500 ]]> http://seekingalpha.com/article/60334-ldk-solar-not-worth-the-risk?source=feed#comment-111755 111755 The comments,... they are great !

If you don't know about materials and this technology, go and try something else, but don't spend time and space on this type of unsupported articles.]]> Sun, 20 Jan 2008 16:43:43 -0500 The comments,... they are great !

If you don't know about materials and this technology, go and try something else, but don't spend time and space on this type of unsupported articles.]]> http://seekingalpha.com/article/60021-5-must-read-stories-in-oil-and-alternative-energy?source=feed#comment-110385 110385
On the other hand, I don't see the relation between a recession and the increase in polysilicon demand. A recession will bring a decrease in energy demand and consequently a decrease in energy bill, bringing energy prices down.
Thus, under a "recession mode" there will be no driving forces to impulse an increase in the supply/demand of high cost solar panels.
Solar energy will have better penetration opportunities as technology reduces costs, energy policies facilitates the deployment and final customers contribute -voluntarily- to take a green move.]]> Mon, 14 Jan 2008 20:00:52 -0500
On the other hand, I don't see the relation between a recession and the increase in polysilicon demand. A recession will bring a decrease in energy demand and consequently a decrease in energy bill, bringing energy prices down.
Thus, under a "recession mode" there will be no driving forces to impulse an increase in the supply/demand of high cost solar panels.
Solar energy will have better penetration opportunities as technology reduces costs, energy policies facilitates the deployment and final customers contribute -voluntarily- to take a green move.]]> http://seekingalpha.com/article/59599-what-kind-of-bounce-can-we-expect?source=feed#comment-109283 109283 Today's markets are not based on rules but on expectations.
I would consider, besides, the mathematical approach of the 50s, other non-mathematical externalities and assessments to evaluate market behaviour.
For example, perspectives of consumers about the cost of living, and trends in how incomes are used. ]]> Wed, 09 Jan 2008 19:11:42 -0500 Today's markets are not based on rules but on expectations.
I would consider, besides, the mathematical approach of the 50s, other non-mathematical externalities and assessments to evaluate market behaviour.
For example, perspectives of consumers about the cost of living, and trends in how incomes are used. ]]> http://seekingalpha.com/article/55095-ldk-solar-analyzing-fishy-analyst-actions?source=feed#comment-102824 102824 Same thing applies to China Digital Tv (STV).
After reporting very good results 3Q 07 (54% + profits) next day the stock dropped 17%, and followed good rating with excellent potential due to 44% market share and new customers getting its products.
Well, you can see STV today down 36% in 2 weeks.

I think both, LDK and STV are being manipulated and estimates being inflated for no reason.

I am outside US and not familiar with complaining through SEC
]]> Thu, 22 Nov 2007 19:08:11 -0500 Same thing applies to China Digital Tv (STV).
After reporting very good results 3Q 07 (54% + profits) next day the stock dropped 17%, and followed good rating with excellent potential due to 44% market share and new customers getting its products.
Well, you can see STV today down 36% in 2 weeks.

I think both, LDK and STV are being manipulated and estimates being inflated for no reason.

I am outside US and not familiar with complaining through SEC
]]> http://seekingalpha.com/article/54616-don-t-count-on-spain-for-solar-success?source=feed#comment-102704 102704 www.renewableenergyacc...

Opportunities for Solar PV energy is worldwide not only on fast growing regions like Spain and Germany

here is a relevant statement from Dr. Flavin, President of WorldWatch Institute:
"Worldwatch Institute President, Christopher Flavin, drives home the impact China may have on the world. "How this story ends up may have as large an impact on the world's future as it does on China's. If China is able to scale up its renewable energy technologies to the levels needed to have an impact domestically, and if it is able to achieve the low prices needed to succeed in the local market (known in manufacturing circles as the "China price"), it may be virtually inevitable that these same technologies will soon be adopted on a massive scale around the globe."]]> Wed, 21 Nov 2007 20:39:41 -0500 www.renewableenergyacc...

Opportunities for Solar PV energy is worldwide not only on fast growing regions like Spain and Germany

here is a relevant statement from Dr. Flavin, President of WorldWatch Institute:
"Worldwatch Institute President, Christopher Flavin, drives home the impact China may have on the world. "How this story ends up may have as large an impact on the world's future as it does on China's. If China is able to scale up its renewable energy technologies to the levels needed to have an impact domestically, and if it is able to achieve the low prices needed to succeed in the local market (known in manufacturing circles as the "China price"), it may be virtually inevitable that these same technologies will soon be adopted on a massive scale around the globe."]]> http://seekingalpha.com/article/54450-sunpower-has-the-hype-suntech-has-the-growth?source=feed#comment-102227 102227 The current commercial 12-15% PV efficiency is limited because of physico-chemical or Photo conversion mechanism, materials structure and manufacturing design.
20%-30% effic can be reached at the lab, with highly specialized materials that would be no-competitive for world market; at this moment we are far away to have those efficiencies for commercial cells.
SIlcion will be the main material for solar cells in this century, due to availability , costs, environmental and convenience.

CIGS and CdTe are for the specialized market not for the masses.]]> Sat, 17 Nov 2007 19:48:27 -0500 The current commercial 12-15% PV efficiency is limited because of physico-chemical or Photo conversion mechanism, materials structure and manufacturing design.
20%-30% effic can be reached at the lab, with highly specialized materials that would be no-competitive for world market; at this moment we are far away to have those efficiencies for commercial cells.
SIlcion will be the main material for solar cells in this century, due to availability , costs, environmental and convenience.

CIGS and CdTe are for the specialized market not for the masses.]]> http://seekingalpha.com/article/49900-china-digital-tv-holding-valuation-still-reasonable-based-on-growth-rate?source=feed#comment-101637 101637 Any idea about the EPS estimates and against what to compare?
I understand STV is in the "quite period" until Nov 13.
ANy comments on this will be appreciated.
Thank you]]> Sun, 11 Nov 2007 20:08:25 -0500 Any idea about the EPS estimates and against what to compare?
I understand STV is in the "quite period" until Nov 13.
ANy comments on this will be appreciated.
Thank you]]> http://seekingalpha.com/article/52386-the-solar-sector-tomorrows-winners-today?source=feed#comment-100911 100911 In google finance there are some more "good" discussions about LDK, see: finance.google.com/gro...

.. by the way they posted:

From Dow Jones News....


LDK Solar Co.Ltd. (LDK) Corporate Event Announcement Notice

11/01/2007 17:04


Nov 01, 2007 (Wall Street Horizon via COMTEX) --
LDK Solar Co.Ltd. (LDK)
Expected next earnings release:
Announcement date: 11/8/2007 - After Market
Earnings Quarter: Q3


]]> Sun, 04 Nov 2007 18:05:27 -0500 In google finance there are some more "good" discussions about LDK, see: finance.google.com/gro...

.. by the way they posted:

From Dow Jones News....


LDK Solar Co.Ltd. (LDK) Corporate Event Announcement Notice

11/01/2007 17:04


Nov 01, 2007 (Wall Street Horizon via COMTEX) --
LDK Solar Co.Ltd. (LDK)
Expected next earnings release:
Announcement date: 11/8/2007 - After Market
Earnings Quarter: Q3


]]> http://seekingalpha.com/article/52582-will-ldk-solar-repeat-the-successes-of-standard-oil?source=feed#comment-100845 100845 Powershare Clean Energy (PBW), ytd 40%]]> Sat, 03 Nov 2007 18:21:41 -0400 Powershare Clean Energy (PBW), ytd 40%]]> http://seekingalpha.com/article/52386-the-solar-sector-tomorrows-winners-today?source=feed#comment-100839 100839 www.cnanalyst.com/sola....
Also, I checked Google finance and article's numbers are ok

I assume differences depends on sources and dates.
Besides numbers, a qualitative analysis is quite important to get overall sense of the sector and individual performances.
We'll get results on NOv 15th for LDK, then see who is correct.
]]> Sat, 03 Nov 2007 16:20:19 -0400 www.cnanalyst.com/sola....
Also, I checked Google finance and article's numbers are ok

I assume differences depends on sources and dates.
Besides numbers, a qualitative analysis is quite important to get overall sense of the sector and individual performances.
We'll get results on NOv 15th for LDK, then see who is correct.
]]> http://seekingalpha.com/article/49900-china-digital-tv-holding-valuation-still-reasonable-based-on-growth-rate?source=feed#comment-99032 99032 Wed, 17 Oct 2007 20:43:39 -0400 http://seekingalpha.com/article/49376-buy-ldk-solar-s-panic-selling-drop?source=feed#comment-98319 98319 This company came in the right moment and will exhibit good numbers soon.
The drop in stock value is just an over-reaction, with no real justification. I hold this value and hope it will recover in a few days.]]> Wed, 10 Oct 2007 22:12:52 -0400 This company came in the right moment and will exhibit good numbers soon.
The drop in stock value is just an over-reaction, with no real justification. I hold this value and hope it will recover in a few days.]]> http://seekingalpha.com/article/49312-sources-of-hidden-value-in-canadian-oil-sands-equities?source=feed#comment-98314 98314 In both mining processes huge amounts of energy (steam) are necessary in order to facilitae the flow of Bitumen and to recover the oil from the sand. This oil is of poor quality which means will requiere further and deep refining in order to reach a valuable product. Thus, when evaluating the whole life cycle of the process it will happen that we are placing more energy per barrel that the energy contained in one barrel of Canadian Heavy Oil or Refined oil products.
Companies will have to evaluate the "Breakpoint" of oil price and see if the are making money or destroying it.]]> Wed, 10 Oct 2007 21:58:57 -0400 In both mining processes huge amounts of energy (steam) are necessary in order to facilitae the flow of Bitumen and to recover the oil from the sand. This oil is of poor quality which means will requiere further and deep refining in order to reach a valuable product. Thus, when evaluating the whole life cycle of the process it will happen that we are placing more energy per barrel that the energy contained in one barrel of Canadian Heavy Oil or Refined oil products.
Companies will have to evaluate the "Breakpoint" of oil price and see if the are making money or destroying it.]]>