caramba's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/156640/comments http://seekingalpha.com/article/105936-polysilicon-prices-head-for-steep-fall-good-news-for-solar?source=feed#comment-305624 305624 we know that long term poly supply contract are priced close to $50
most of poly new entrant, 55 out 60 are high cost producers and will lose their shirt once spot goes down. most of them are chinese companies.
last poly price has to come down for the solar industry to succeed on the long term.
]]> Thu, 13 Nov 2008 18:59:56 -0500 we know that long term poly supply contract are priced close to $50
most of poly new entrant, 55 out 60 are high cost producers and will lose their shirt once spot goes down. most of them are chinese companies.
last poly price has to come down for the solar industry to succeed on the long term.
]]> http://seekingalpha.com/article/66108-ambac-more-smoke-and-mirrors?source=feed#comment-119961 119961 Then ML writedown, among others was forced by "mark to market rules" that didn't existed in the past. The ABX index has no real underlying assets. I do not deny the excess and bad paper, I just want to mention that due to the ABX index and other new rules, this crisis has been made worst. Most paper wote down are still paying their coupon. the real loss are when you have to sell. The worst positiioned are the SIV holders that don't have the capital to carry the paper on their balance sheet and are forced to liquidate. I bet you that in a year or 2 bank will recognize gains on these papers.]]> Wed, 27 Feb 2008 21:05:13 -0500 Then ML writedown, among others was forced by "mark to market rules" that didn't existed in the past. The ABX index has no real underlying assets. I do not deny the excess and bad paper, I just want to mention that due to the ABX index and other new rules, this crisis has been made worst. Most paper wote down are still paying their coupon. the real loss are when you have to sell. The worst positiioned are the SIV holders that don't have the capital to carry the paper on their balance sheet and are forced to liquidate. I bet you that in a year or 2 bank will recognize gains on these papers.]]> http://seekingalpha.com/article/65920-greentech-media-solar-sector-headed-for-a-shakeout?source=feed#comment-119958 119958 Wed, 27 Feb 2008 20:55:21 -0500 http://seekingalpha.com/article/66108-ambac-more-smoke-and-mirrors?source=feed#comment-119440 119440 Tue, 26 Feb 2008 17:58:07 -0500