Harold Kramer

Solar Silicon Conference: LDK Investor Group Reports

I agree with gebby. I am looking forward to a Democratic administration with a Democratic majority in Congress, led by Nancy Pelosi and Barbara Boxer of California who will push alt. energy very aggresively. This country is still the mother load for energy. China will wait for "grid parity" to occur before they start putting serious money into solar. Solar demand will be totally awesome in 5 years.

Some Solar Stocks Becoming Oversold

You know what - Seeking Alpha is starting to remind me of the sub-prime mortgage business. Anyone can post with no Bio required. Inflation of low value opinions is exploding here!!

Some Solar Stocks Becoming Oversold

Also, MEMC is not a solar company. It is a silicon raw material raw material supplier mainly to the semiconductor industry and also to the solar PV industry.

Some Solar Stocks Becoming Oversold

Thank you carlivar!
Also this is the second time I've seen that false forward P/E for Solarfun on Seeking Alpha. IF IT'S TOO GOOD TO BE TRUE, CHECK IT OUT FIRST!

Profit Taking Could Dim Solar Plays

Reply to M Lofrano
Point taken, but it really is a big deal when a solar panel maker gets a long term silcon supply contract. The difference between paying contract price and spot price for polysilicon can be huge and have a huge impact on margin and earnings. Witness the recent history of Solarfun (last two quarters).

Profit Taking Could Dim Solar Plays

Two points:
1) Listen to what is being said by world leaders. European support for alternatives was very strong at the Bali conference. All Democratic and most Republican candidates have positive positions on creating a sustainable energy economy in the U.S. for whatever reasons, be they security related and/or environmental. We don't know who will win the election but one thing is certain - it won't be George Bush.
2) In reply to RIA - In regard to Solarfun having a forward P/E of 3. Don't believe everything you read on Yahoo. I've seen these mistatements before on the Web. $6-$8 earnings for next year are probably stated in some other (Chinese) currency. Too good to be true.