The Solar Shuffle: Only the Best Will Do - JPM [View article]
now they are worried about reduced subsidies in 2010? the subsidies have only increased. see barack obama,s short video on climate change. this is the story and i ask you what will the subsidies be in the united states in 2010. www.youtube.com/watch?...
The Sun Is Not Also Rising Over Solar Stocks [View article]
many solar companies are making money already and seem to be trading on extremely low multiples to earnings? it is my opinion that the need for solar is so great(global warming) that whatever is manufactured gets deployed. the analysis consistently leaves out global warming. global warming by fossil fuels is real. so which solars do we buy now? fslr, spwr, and which other stocks? ldk? stp? csiq? sol? solf? eslr? wfr?
Has the Sun Set on Solar Energy Stocks? [View article]
does the sell off in solar exacerbated by the rise of mccain in the polls. lets face it a democratic administration would throw more money at solar than oil......drill drill drill. this must be a disappointment to investors in solar.
Enter your comment here mentioned in your last post it was more risky not to buy. the same holds true now. just buy. the fundamentals are too favorable. the idea of waiting for a sell off may mean you miss the move back up. why shouldn't all these stocks revisit their highs. the fundamentals for the companies and the economy and the global warming realities are in place.
a 70's pipe dream? India unveils more incentives for solar power - EE Times
EE Times reports India's renewable energy ministry has announced a new program designed to expand solar power generating projects up to a maximum capacity of 50 megawatts. Solar developers who build, own and operate projects will be supported with financial incentives of about 30 cents for each kilowatt of solar power generated per hour. Incentives for thermal power fed to power grids would be slightly less, according to a govt statement. Faced with inadequate power generation and big transmission and distribution losses, the Indian govt wants to generate at least 10% of its electricity through solar power by 2012. A total of 33 solar photovoltaic power plants connected to the Indian power grid have already been built with govt support. The plants are expected to generate 2.55 mln units of electricity annually.
As further proof of the viability of solar's business model, there are big tech companies that have offer exposure to solar, such as Applied Materials (AMAT). The company recently announced that it had signed a $1.9 billion deal to supply and install equipment for "multiple solar factories" for a private company based outside of the United States.
Notwithstanding the recent pullback in stock prices, solar does indeed have a sunny future. Solar is still very early in its growth stage, and solar companies, particularly the producers of solar silicon and integrated modules, will experience more volatility as they navigate roadblocks such as supply constraints and market demand. Most of today's existing solar technologies are becoming more efficient and more affordable, and emerging technologies and manufacturing methods promise to keep the sector going strong. Even though solar stocks have taken a serious hit, that isn't a sufficient reason to sour on the long-term potential of the sector.
long and staying long, trade the solars from the short side? that was yesterday look to the future. this week al gore is starting a 300,000,000 dollar ad campaign to increase awareness of global warming. it is real . the greater risk is not owning these stocks. risk here: 10 15 points down 20-100 points up over next couple of years.
The Solar Shuffle: Only the Best Will Do - JPM [View article]
The Sun Is Not Also Rising Over Solar Stocks [View article]
The Sun Is Not Also Rising Over Solar Stocks [View article]
Has the Sun Set on Solar Energy Stocks? [View article]
Solar Breaks Oil Price Dependence [View article]
Solar Stocks Continue to Roll [View article]
Solar Stocks Show Signs of Life [View article]
EE Times reports India's renewable energy ministry has announced a new program designed to expand solar power generating projects up to a maximum capacity of 50 megawatts. Solar developers who build, own and operate projects will be supported with financial incentives of about 30 cents for each kilowatt of solar power generated per hour. Incentives for thermal power fed to power grids would be slightly less, according to a govt statement. Faced with inadequate power generation and big transmission and distribution losses, the Indian govt wants to generate at least 10% of its electricity through solar power by 2012. A total of 33 solar photovoltaic power plants connected to the Indian power grid have already been built with govt support. The plants are expected to generate 2.55 mln units of electricity annually.
Solar Stocks Show Signs of Life [View article]
Notwithstanding the recent pullback in stock prices, solar does indeed have a sunny future. Solar is still very early in its growth stage, and solar companies, particularly the producers of solar silicon and integrated modules, will experience more volatility as they navigate roadblocks such as supply constraints and market demand. Most of today's existing solar technologies are becoming more efficient and more affordable, and emerging technologies and manufacturing methods promise to keep the sector going strong. Even though solar stocks have taken a serious hit, that isn't a sufficient reason to sour on the long-term potential of the sector.
Solar Stocks Show Signs of Life [View article]
Solar Stocks Show Signs of Life [View article]