gebby

Survey Says Alt Energy to Outperform Market, Storage Stocks to Lead

no such thing as cost decreases plateauing. solar will be less than coal in 5 years. coal is dead and solar is ascendent. do your research.

Alternative Energy Industry Outlook

the authors section on weaknesses almost all center on credit crisis and general economic weakness and competitive aspects of other old energy sources (oil). investment in solar is an avenue to renewed economic growth, solar presents an opportunity to address our economic situation. the world is suffering a global climate change crisis threatening life on the planet. it really is. we need solar and other no fossil based fuels for the future. this need and the economics of no investing in solar far out weigh the relative cost of oil in the short term.

i see no valid arguments for weakness in solar as an investment. and considering the urgency of economic and climate crisis i expect the bet on further solar investment is extremely high. remember governments will step in as the lender of last resort if the banks dont make money available for a build out in clean energy technologies. A new energy economy is on the horizon and government has a new role to play in insuring its realization. bet it will happen and pick your favorite solar plays.

Alternative Energy Industry Outlook

fslr technology is different from other poly based. you shouldnt use fslr as a basis for tarnishing all solar. but you are correct about fslr and its toxicity of its cadmium based technology


On Jan 15 05:07 PM tc1 wrote:

> Given the author's first point in the "Opportunities&amp... section,
> namely: solar's "Environmental Advantage," the author and readers
> should be aware of an enlightening and disturbing article:
>
>
> *** "Solar Energy's Darker Side Stirs Concern: Cells contain toxic
> materials that could end up in landfills. Some firms are taking steps
> to help keep the industry's reputation green." (by Marla Dickerson,
> L.A. Times, Business section, January 13, 2009).
>
>
> Notably, ***FirstSolar (seekingalpha.com/symbo...) was
> singled out as the ***one*** company that has already become an industry
> model for greening itself by already having a panels- and materials-recycling
> program in place and a business philosophy of "extended producer
> responsibility"-- "taking responsibility for the cradle-to-grave
> environmental effects of their products."
>
>
> Because of such concerns, and as a DISCLOSURE, i went long on FSLR
> back in mid-December, the only solar company i presently hold.

>
>
>
> With 1) FirstSolar's current major contract with privately-held SolarCity
> to install solar panels for rooftops (thus instantly allowing anyone
> to be able to draw on solar power for most or all of their energy
> needs without paying anything upfront and having lower monthly electric
> bills); 2) their
> winning the first two contracts with Southern Calif Edison for the
> planned 250 MW "business rooftop leasing solar plan"; 3) the defection
> of Solyndra's top scientist to First Solar; and 4) the coming Obamanomics
> green-tech-spending, First Solar looks ready to pop, even in a major
> recession and banking crisis.