Zenlitened

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    • Sun Nov 25th 01:22 AM | Rating: 0 0
      Commented on:
      First Solar Vulnerable to a Tellurium Shortage?
      Save it.

      Your apology is as worthless as everything else you've posted, whether you call it "fact" or not.
      View article »
    • Sat Nov 24th 22:53 PM | Rating: 0 0
      Commented on:
      First Solar Vulnerable to a Tellurium Shortage?
      It appears this whole vacuous article has been debunked now.

      Lee Allison -- the Arizona geologist whose comments you totally misunderstood in order to launch this sky-is-falling scam -- has himself put the final nail in the coffin:

      ...Allison said last week his posting should not be construed to suggest there is a shortage that threatens First Solar. "World production is only a couple hundred tons, but there is a lot more sitting in the copper being produced. It is just that nobody is recovering it," Allison said.

      -----

      Are there other, real challenges facing FSLR? There sure are. But this tellurium supply thing... time to let it go.
      View article »
    • Wed Nov 21st 13:03 PM | Rating: 0 0
      Commented on:
      First Solar Vulnerable to a Tellurium Shortage?
      If the jury is still out on whether his statement was false... why have you repeatedly called him a liar?

      Is it because you yourself are a liar? The statistics you've cherry-picked do not tell the full story, as you are well aware by now. But still you persist.

      Your declaring a statement "false" doesn't automatically make it so, no matter how shrill you get. As for asking the "wrong questions"...

      You really should do some further reading, if you haven't already, on the notion of "conversion efficiency improvements." Just for starters.
      View article »
    • Tue Nov 20th 19:58 PM | Rating: 0 0
      Commented on:
      First Solar Vulnerable to a Tellurium Shortage?
      First Solar CFO Jens Meyerhoff did indeed publicly state that FSLR has identified terrawatt-scale supply of tellurium.

      It was in response to a question at the Pacific Growth clean tech conference.

      He could have dodged the question. He could have said they'd identified an "ample" supply. He could have just said "that's a business secret."

      But instead he said they see plenty of the stuff in the pipeline.

      Now... why would he set himself up that way? He didn't need to pump up the stock -- it had just jumped dozens of points overnight.

      There was no upside to him saying that if it was a "lie," as you've claimed. Only enormous downside.

      So why do it? A reasonable person would conclude that FSLR knows Te is important to its business and has taken steps to ensure a supply.

      You, on the other hand... descended deeper into your fantasy-world scenario in which you extract revenge on a company that has so cruelly wronged you. By the simple fact that its share price has gone up, while you want it to go down.

      How sad.
      View article »
    • Mon Nov 19th 20:54 PM | Rating: 0 0
      Commented on:
      First Solar Vulnerable to a Tellurium Shortage?
      The USGS "2006 Minerals Yearbook: Selenium and Tellurium," published in October, 2007, might be useful in this, uh, discussion:

      minerals.usgs.gov/mine...

      ...In 2006, the prices for selenium and tellurium decreased as consumption for the metals decreased and global production increased. Domestic production of primary selenium and tellurium increased in 2006...

      ...World demand for tellurium is thought to have decreased slightly in 2006... With the historical high prices, many metal companies have cut back consumption or replaced tellurium. Consumption in many of the other uses has increased but not enough to offset this reduction....

      ...Consumption of tellurium in electronics applications was estimated to have increased in 2006. High-purity tellurium is used in electronics applications, such as thermoelectric and photoelectric devices...


      ...The United Kingdom price for lump and powder, 99.95% tellurium, as published in Mining Journal, started the year at $100 to $120 per kilogram. After the average tellurium price reached an alltime high of $155 per kilogram on June 13, the price fell throughout the year and ended the year at a range of $50 to $70 per kilogram...


      Outlook:

      The supply of selenium and tellurium are directly affected by the production of the principal product from which it is derived, copper, and to a lesser extent, by the production of lead, nickel, or zinc, produced from a sulfide ore. Since global production of selenium and tellurium-bearing copper ore was expected to rise in 2007, global selenium and tellurium production will probably also increase. Recycling of obsolete copiers and other electronic waste material has been increasing during the last couple of years. Increased environmental regulation and prices have encouraged the recycling of electronic scrap and have increased secondary production of selenium and tellurium...

      View article »
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