Piggybank's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/156646/comments http://seekingalpha.com/article/102731-first-solar-enters-residential-market-with-25-million-solarcity-financing?source=feed#comment-294665 294665 Thu, 30 Oct 2008 18:17:41 -0400 http://seekingalpha.com/article/100221-solar-companies-discuss-possible-effects-of-the-downturn-on-their-industry?source=feed#comment-283846 283846
The maket has so far overreacted with arbitrary selling off everything. Sure solar multipliers were high, but it is a strong growth sector too. the raw numbers remain great, rising sales, rising profit, expanding industry. Let the industry post another 2 quarters of great numbers on earnings during this crisis and were off for decades. people will weel unhappy should they not have taken the opportunity to buy at these cheap levels if this scenario continues to fold out so positivly.

And why not? Solar is not a big industry. With all it's current cappacity it hardly manages to provide more than 0.3% of world needed electricity. All in all, i think this industry is still so small and yet so promising that it is quite easy to dodge the ill effects of this credit crisis. And afterall, the only concern for solar company's atm is that this crisis might inpact it's superb growth, not it's current revenue. Other company's are facing real decline in demand, solar is not even feeling decline in a demand that is far higher than the sector's output, to be only concerned about how fast they could still grow, thats one heck of a luxury at this moment.]]> Thu, 16 Oct 2008 13:44:06 -0400
The maket has so far overreacted with arbitrary selling off everything. Sure solar multipliers were high, but it is a strong growth sector too. the raw numbers remain great, rising sales, rising profit, expanding industry. Let the industry post another 2 quarters of great numbers on earnings during this crisis and were off for decades. people will weel unhappy should they not have taken the opportunity to buy at these cheap levels if this scenario continues to fold out so positivly.

And why not? Solar is not a big industry. With all it's current cappacity it hardly manages to provide more than 0.3% of world needed electricity. All in all, i think this industry is still so small and yet so promising that it is quite easy to dodge the ill effects of this credit crisis. And afterall, the only concern for solar company's atm is that this crisis might inpact it's superb growth, not it's current revenue. Other company's are facing real decline in demand, solar is not even feeling decline in a demand that is far higher than the sector's output, to be only concerned about how fast they could still grow, thats one heck of a luxury at this moment.]]> http://seekingalpha.com/article/99180-current-crisis-trading-on-par-with-beginning-of-great-depression?source=feed#comment-277954 277954 Thu, 09 Oct 2008 14:49:10 -0400 http://seekingalpha.com/article/98945-goldman-turns-cautious-on-solar-sector?source=feed#comment-276567 276567 Molnar Tuesday cut his rating on First Solar (FSLR) to a Conviction Sell from Buy, slashing his price target to $103 from $365.
quote/

Seriously, if Mister Molnar is just going to pull prices on the fly from his ass, then he can aswell make it a nice round number. 103$? Why not just a 100$? I'd like to see their calculations scheets that first turn ip with 365$ and a few month's later with 103$.

Anyway, if you listened to Molnar when FSLR was at 315$ not that long ago, then you'd be seriously screwed over with this new target. Maybe GS should start to predict the fluctuations months into the future, like FSLR will first go to 365$ and then to 103$ and then to 25.689$ and 24 cents and then back to 5$. ]]> Wed, 08 Oct 2008 07:05:12 -0400 Molnar Tuesday cut his rating on First Solar (FSLR) to a Conviction Sell from Buy, slashing his price target to $103 from $365.
quote/

Seriously, if Mister Molnar is just going to pull prices on the fly from his ass, then he can aswell make it a nice round number. 103$? Why not just a 100$? I'd like to see their calculations scheets that first turn ip with 365$ and a few month's later with 103$.

Anyway, if you listened to Molnar when FSLR was at 315$ not that long ago, then you'd be seriously screwed over with this new target. Maybe GS should start to predict the fluctuations months into the future, like FSLR will first go to 365$ and then to 103$ and then to 25.689$ and 24 cents and then back to 5$. ]]> http://seekingalpha.com/article/93376-light-the-way-with-ldk?source=feed#comment-243398 243398
@Gaucho:

No i'm not really pumping REC, i doubt i could even do that. But i should have understood from the article that LDK didn't produce enough polysilicon in the first place for it's own wafer production. I was under the impression that LDK was a company mainly producing polysilicon with the smaller segment being wafer production. I should read more of their presentations.

]]> Mon, 01 Sep 2008 16:43:44 -0400
@Gaucho:

No i'm not really pumping REC, i doubt i could even do that. But i should have understood from the article that LDK didn't produce enough polysilicon in the first place for it's own wafer production. I was under the impression that LDK was a company mainly producing polysilicon with the smaller segment being wafer production. I should read more of their presentations.

]]> http://seekingalpha.com/article/93376-light-the-way-with-ldk?source=feed#comment-243286 243286
My large wind positions are Vestas, Gamesa, Nordex and Repower, basicly i like virtually all wind turbine company's and they are performing quite well trough this crisis, especially Vestas.

My larger solar positions are Q-cells, REC. Some smaller positions in more risky solar stocks like 5N plus and Ascent solar.Mixed results over the year but the volatility has been nice for trading. I have been playing with such stocks like LDK, CSIQ and SOL on earnings, and i often switch volumes of positions during earnings periods.

I keep away from such stocks as FSLR and SPWR. I tend to keep away from high priced stocks as there is plenty to be gained in less riskier stocks at this point. However you look at it though, it's been a great bargain time for many good alternative energy stocks, and i wouldn't mind another credit crunch induced dip to buy some more cheap stock.]]> Mon, 01 Sep 2008 13:32:47 -0400
My large wind positions are Vestas, Gamesa, Nordex and Repower, basicly i like virtually all wind turbine company's and they are performing quite well trough this crisis, especially Vestas.

My larger solar positions are Q-cells, REC. Some smaller positions in more risky solar stocks like 5N plus and Ascent solar.Mixed results over the year but the volatility has been nice for trading. I have been playing with such stocks like LDK, CSIQ and SOL on earnings, and i often switch volumes of positions during earnings periods.

I keep away from such stocks as FSLR and SPWR. I tend to keep away from high priced stocks as there is plenty to be gained in less riskier stocks at this point. However you look at it though, it's been a great bargain time for many good alternative energy stocks, and i wouldn't mind another credit crunch induced dip to buy some more cheap stock.]]> http://seekingalpha.com/article/93376-light-the-way-with-ldk?source=feed#comment-243255 243255
So basicly, as for large polysilicon providers, should the price of polysilicon alter significantly then it would affect LDK more than REC, as REC has a large amount of it's revenue trough it's pv panels. Should the price drop significantly then REC won't be affected too much as it can reserve large amounts of it's own polysilicon for it's own PV production. LDK is dependant on customers, fabricaters of solar pannels and cells, to buy their products, and when prices of polysilicon and/or wafers go down then their revenue would be affected significantly.

REC is also quite larger than LDK and in a much more financially stable situation, as REC is one of the largest and is the most profitable solar company in the whole solar space, it's also one of the oldest solar company's, one of "the 1st generation", and at that survived some very troubled times for this sector.

LDK, with it's large investment to expand polysilicon production, is in a somewhat more risky financial position, wel mainly should polysilicon prices go down. How likely is that? I don't know, even the analysts have quite mixed oppinions about it, personally i think they won't be affected much, and that LDK is actually quite a good investment, but REC's verticly integrated structure, size and age and profitabilety makes REC one of the most conservative picks in the solar space, and i prefer taking as not too much risk.

Even then, LDK has long term contracts with one of the best company's in the solar space, German Q-cells, set for years, and some other company's. Rec has contracts with the same company, although REC does buy some cells from Q-Cells. My oppinion has always been that these long term contracts mean that the solar industry isn't affected much by this crises, if at all, especially since many of such contracts have been created during this crisis for various company's in the solar space.

Location plays a role to. LDK is strong in China, REC is strong in Europe and USA, atleast iirc, and depending on how the political wind might blow this could favour REC somewhat, or not, but i think subsidies in Europe and USA will rise in volumes. Not that REC really needs subsidies, actually they are now also busy with setting up a large polysilicon plant in Singapore.

Afcourse, at 20$ LDk was just a blatent no-brainer, PE wise, and i was expecting them to end on atleast 50$ by the end of the year. At some point during this crisis LDK was just the cheapest stock in the solar space for a company that made solid revenue's and profit. Hence why many pitched it here.

For the long term i prefer REC above LDK, REC is that rich that it might outexpand quite a few competitors in the long run, it's deffinatly big and strong for a solar company. LDK is more of a risk, but pottentially very rewarding, even at this point, but afcourse lesser so than when it was at 20$. REC was a relative bargain when it retraced to 14-15 euro's too, and it came there again when LDK had a nice move up, so i didn't mind changing position from LDK at that point to REC.


Disclaimer: I'm not an analyst, just my own perception of these stocks, from what i know and have read. ]]> Mon, 01 Sep 2008 13:01:42 -0400
So basicly, as for large polysilicon providers, should the price of polysilicon alter significantly then it would affect LDK more than REC, as REC has a large amount of it's revenue trough it's pv panels. Should the price drop significantly then REC won't be affected too much as it can reserve large amounts of it's own polysilicon for it's own PV production. LDK is dependant on customers, fabricaters of solar pannels and cells, to buy their products, and when prices of polysilicon and/or wafers go down then their revenue would be affected significantly.

REC is also quite larger than LDK and in a much more financially stable situation, as REC is one of the largest and is the most profitable solar company in the whole solar space, it's also one of the oldest solar company's, one of "the 1st generation", and at that survived some very troubled times for this sector.

LDK, with it's large investment to expand polysilicon production, is in a somewhat more risky financial position, wel mainly should polysilicon prices go down. How likely is that? I don't know, even the analysts have quite mixed oppinions about it, personally i think they won't be affected much, and that LDK is actually quite a good investment, but REC's verticly integrated structure, size and age and profitabilety makes REC one of the most conservative picks in the solar space, and i prefer taking as not too much risk.

Even then, LDK has long term contracts with one of the best company's in the solar space, German Q-cells, set for years, and some other company's. Rec has contracts with the same company, although REC does buy some cells from Q-Cells. My oppinion has always been that these long term contracts mean that the solar industry isn't affected much by this crises, if at all, especially since many of such contracts have been created during this crisis for various company's in the solar space.

Location plays a role to. LDK is strong in China, REC is strong in Europe and USA, atleast iirc, and depending on how the political wind might blow this could favour REC somewhat, or not, but i think subsidies in Europe and USA will rise in volumes. Not that REC really needs subsidies, actually they are now also busy with setting up a large polysilicon plant in Singapore.

Afcourse, at 20$ LDk was just a blatent no-brainer, PE wise, and i was expecting them to end on atleast 50$ by the end of the year. At some point during this crisis LDK was just the cheapest stock in the solar space for a company that made solid revenue's and profit. Hence why many pitched it here.

For the long term i prefer REC above LDK, REC is that rich that it might outexpand quite a few competitors in the long run, it's deffinatly big and strong for a solar company. LDK is more of a risk, but pottentially very rewarding, even at this point, but afcourse lesser so than when it was at 20$. REC was a relative bargain when it retraced to 14-15 euro's too, and it came there again when LDK had a nice move up, so i didn't mind changing position from LDK at that point to REC.


Disclaimer: I'm not an analyst, just my own perception of these stocks, from what i know and have read. ]]> http://seekingalpha.com/article/93376-light-the-way-with-ldk?source=feed#comment-243102 243102 Mon, 01 Sep 2008 10:13:31 -0400 http://seekingalpha.com/article/88574-profit-from-the-peak-an-enjoyable-read-about-our-energy-problems?source=feed#comment-222721 222721 So I'm guessing you've turned off the plasma, unplugged the espresso machine, purchased a bike, dialed back the air-con, are showering on cold and on and on ad nauseum because you are so concerned about our future. Right?
quote/

In fact, i have solar panels on my roof. I have a bike and ride it everyday to work. I have my investments in alt energy. I have no plasma screen and rarely watch tv, and the electricity comes from solar anyway. My house has savings lights, and everything is maximally isolated.

/quote
Well I'm young too, and quite frankly I'm tired of hearing these rambling diatribes about the world ills and the "criminality"... perpetrated by others (always) that really aren't an offer to a solution other than being a whiny little bitch. It seems like a genuine cry for help at a personal level. Buck up and do something other than buy into spoon fed nonsense about how we are all careening off a cliff at break neck speed. (because of others of course)
quote/

What sort of facism is it that you to tell me that? I do have the right to criticize these issue's and i have the right to point policy makers on what they should do withought me having to do it myself. Yes if i had billions of dollars or would be ceo of the mightiest company in the world i might do something about it. What is it with you to tell simple people to shut up because they havn't got the power to do everything that is needed themself? My behaviour here is perfect example of ones democratic right to give criticism to policy's that one finds absurd. Mre than enough great men of the past have pointed out that this is not only mans right, but his duty in a democratic world, Jefferson was a particular propponent of this sort of behaviour. You have every right to have youre oppinion too, but don't come out here with youre self rightious view that only youre perception matters and we should all shut up because we don't have youre intellect to see it the correct way. You know just as few about these matters as most others on this site.

/quote
I will agree with you at a high level on renewables though. The problem is you have it all wrong. You've again bought into the populist paradigm of "if only we went all in on renewables".
quote/

Poppulist paradigm my ass. Im a great propponent of wind turbine's and they are price competitive in fact. Wish we had 3 times as much now, and i'm not the only one. Everyone could have as much windmills as Denmark at this point. I'm sure with enough tecnoligy solar will even surpass wind energy.

/quote
Well the FACT is that we are.
quote/

Bull, they subsidize the alt energy sector with trinkets really, especially in the USA. Just count how much money goes to big oil and compare it to alt energy. trinkets really.

/quote
the other inconvenient truth (lovin it...)
quote/

I hope youre silly effort at making a pun did youre ego well, not nessecary with me though.

/quote
is that the biggest impediment to renewables is the industry itself. The solar industry for example is completely chaotic because the are "crack addicted" to subsidy when they don't even need it. Don't believe me? Then you explain why the solar industry is minting millionaires and billionaires and are quite profitable yet they constantly enlist willing foot soldiers such as yourself to go out and extol the "critical need for subsidies".
quote/

I'm getting paid now to promote alt energy?

And i never even mentioned the subsidies. Frankly i don't care how the world solves it's resource issue's exactly, as long as it's being done. Whatever you think about the sector is not my concern, my concern is that we get there, and if we are already there in youre oppinion and subsidies are no longer needed, well then thats good! Foot soldier my ass, i don't get a paycheck from the solar industry, i'm just concerned with my future and those of dozens of generations after me. Energy is just one of these concerns, but what about all other materials? Just how much of our proven reserve's of whatever critical resource has the genneration before us since the 70's consumed? Can you put a percentage on that?

/quote
It's a joke. I know the industry very well and it is complete money grubbing land rush bubble that is this years "dot bomb" It makes me sick really because in the end you are right. We need these technologies to outrun the future need for energy yet a bunch of hucksters are using it as their own "green ATM".
quote/

i don't know about that. Yeah could be that people are misusing it to put some money in their own drawer in some shady way. Well you have that in every sector really. Truly, i would think it's all fairly minute in a relative way if i compare it with the utter idiotic and egoistic way in wich banks have caused this credit crisis, really it boggles the mind!

Look, ill give you the freedom to be as critical about the solar industry as you want, and i won't speak against you on that one. If you find a corrupt firm among it, well then it's for the best that that knowledge is mad epublic, and ill congratulmate you when it turns out to be true. But what has my point of the egoism of our mass consuming society to do with shady bussiness in the solar sector? The only thing i want is green energy, but i'm not the one to talk to when it comes to firm corruption or the likes, ill leave the job of sepperating the good from the bad to people like you then. What you should understand though is that i am really really concerned about our future, and i have done my share of personal sacrifice to give the right example in this direction. So i think we can respect eachoters viewpoints withought it having to confront eachothers. Just plz don't make interpretations and assumtions about me that are just way off, like you did in youre reply. you don't have to compare me to what you think to be the "average stupid solar investor".









]]> Mon, 04 Aug 2008 18:49:38 -0400 So I'm guessing you've turned off the plasma, unplugged the espresso machine, purchased a bike, dialed back the air-con, are showering on cold and on and on ad nauseum because you are so concerned about our future. Right?
quote/

In fact, i have solar panels on my roof. I have a bike and ride it everyday to work. I have my investments in alt energy. I have no plasma screen and rarely watch tv, and the electricity comes from solar anyway. My house has savings lights, and everything is maximally isolated.

/quote
Well I'm young too, and quite frankly I'm tired of hearing these rambling diatribes about the world ills and the "criminality"... perpetrated by others (always) that really aren't an offer to a solution other than being a whiny little bitch. It seems like a genuine cry for help at a personal level. Buck up and do something other than buy into spoon fed nonsense about how we are all careening off a cliff at break neck speed. (because of others of course)
quote/

What sort of facism is it that you to tell me that? I do have the right to criticize these issue's and i have the right to point policy makers on what they should do withought me having to do it myself. Yes if i had billions of dollars or would be ceo of the mightiest company in the world i might do something about it. What is it with you to tell simple people to shut up because they havn't got the power to do everything that is needed themself? My behaviour here is perfect example of ones democratic right to give criticism to policy's that one finds absurd. Mre than enough great men of the past have pointed out that this is not only mans right, but his duty in a democratic world, Jefferson was a particular propponent of this sort of behaviour. You have every right to have youre oppinion too, but don't come out here with youre self rightious view that only youre perception matters and we should all shut up because we don't have youre intellect to see it the correct way. You know just as few about these matters as most others on this site.

/quote
I will agree with you at a high level on renewables though. The problem is you have it all wrong. You've again bought into the populist paradigm of "if only we went all in on renewables".
quote/

Poppulist paradigm my ass. Im a great propponent of wind turbine's and they are price competitive in fact. Wish we had 3 times as much now, and i'm not the only one. Everyone could have as much windmills as Denmark at this point. I'm sure with enough tecnoligy solar will even surpass wind energy.

/quote
Well the FACT is that we are.
quote/

Bull, they subsidize the alt energy sector with trinkets really, especially in the USA. Just count how much money goes to big oil and compare it to alt energy. trinkets really.

/quote
the other inconvenient truth (lovin it...)
quote/

I hope youre silly effort at making a pun did youre ego well, not nessecary with me though.

/quote
is that the biggest impediment to renewables is the industry itself. The solar industry for example is completely chaotic because the are "crack addicted" to subsidy when they don't even need it. Don't believe me? Then you explain why the solar industry is minting millionaires and billionaires and are quite profitable yet they constantly enlist willing foot soldiers such as yourself to go out and extol the "critical need for subsidies".
quote/

I'm getting paid now to promote alt energy?

And i never even mentioned the subsidies. Frankly i don't care how the world solves it's resource issue's exactly, as long as it's being done. Whatever you think about the sector is not my concern, my concern is that we get there, and if we are already there in youre oppinion and subsidies are no longer needed, well then thats good! Foot soldier my ass, i don't get a paycheck from the solar industry, i'm just concerned with my future and those of dozens of generations after me. Energy is just one of these concerns, but what about all other materials? Just how much of our proven reserve's of whatever critical resource has the genneration before us since the 70's consumed? Can you put a percentage on that?

/quote
It's a joke. I know the industry very well and it is complete money grubbing land rush bubble that is this years "dot bomb" It makes me sick really because in the end you are right. We need these technologies to outrun the future need for energy yet a bunch of hucksters are using it as their own "green ATM".
quote/

i don't know about that. Yeah could be that people are misusing it to put some money in their own drawer in some shady way. Well you have that in every sector really. Truly, i would think it's all fairly minute in a relative way if i compare it with the utter idiotic and egoistic way in wich banks have caused this credit crisis, really it boggles the mind!

Look, ill give you the freedom to be as critical about the solar industry as you want, and i won't speak against you on that one. If you find a corrupt firm among it, well then it's for the best that that knowledge is mad epublic, and ill congratulmate you when it turns out to be true. But what has my point of the egoism of our mass consuming society to do with shady bussiness in the solar sector? The only thing i want is green energy, but i'm not the one to talk to when it comes to firm corruption or the likes, ill leave the job of sepperating the good from the bad to people like you then. What you should understand though is that i am really really concerned about our future, and i have done my share of personal sacrifice to give the right example in this direction. So i think we can respect eachoters viewpoints withought it having to confront eachothers. Just plz don't make interpretations and assumtions about me that are just way off, like you did in youre reply. you don't have to compare me to what you think to be the "average stupid solar investor".









]]> http://seekingalpha.com/article/88520-solar-and-cash-the-big-boys-have-an-answer-do-you?source=feed#comment-222509 222509 It would take a field of solar panels or wind turbines the size of a city, to power a city of the same size.
/quote

You don't need wind turbine's the size of the city itself lol. My hometown in Europe has 30.000 souls and is currently almost fully supplied of energy by 9 windmills at the nothern fringe of the city near the industrial zone. ... thats just 9 (2MW) turbine's ... you cant even see them from the other side of the town. :p

/quote
What happens at night? Or when the wind isn't blowing? You're telling me that you can store the extra energy accumulated during the day to keep our city powered at night??
quote/

Some yes, the rest you get from other sources, and the excess you get on good wind days goes to other places. Anyway, its not because the wid blows less at one site that it does so on an other side to. We have windmills al over Europe and there is no problem with exporting for ex electricity from Denmark to france or vice versa.

The Danish have 20% of their energy from wind, and its still growing. And its not like they have regular power outages, au contraire, i think that appens less in Denmark than in other country's.

Anyway, there are enough engineers to provide a sollution for all youre concerns. It's not that i know all the methods on how they resolve these issues, though i doubt you have technical expertise in these fields youreself, no pun intended, just that i doubt that what you put forward are really difficult concerns.





]]> Mon, 04 Aug 2008 14:10:43 -0400 It would take a field of solar panels or wind turbines the size of a city, to power a city of the same size.
/quote

You don't need wind turbine's the size of the city itself lol. My hometown in Europe has 30.000 souls and is currently almost fully supplied of energy by 9 windmills at the nothern fringe of the city near the industrial zone. ... thats just 9 (2MW) turbine's ... you cant even see them from the other side of the town. :p

/quote
What happens at night? Or when the wind isn't blowing? You're telling me that you can store the extra energy accumulated during the day to keep our city powered at night??
quote/

Some yes, the rest you get from other sources, and the excess you get on good wind days goes to other places. Anyway, its not because the wid blows less at one site that it does so on an other side to. We have windmills al over Europe and there is no problem with exporting for ex electricity from Denmark to france or vice versa.

The Danish have 20% of their energy from wind, and its still growing. And its not like they have regular power outages, au contraire, i think that appens less in Denmark than in other country's.

Anyway, there are enough engineers to provide a sollution for all youre concerns. It's not that i know all the methods on how they resolve these issues, though i doubt you have technical expertise in these fields youreself, no pun intended, just that i doubt that what you put forward are really difficult concerns.





]]> http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-222010 222010
I agree. The solar industry is just soo small, even for all the company's it has and for all it's production and growth. It's a minimal amount of world energy output, below 1%, far below that even. And at our current energy crisis, were likely to pick up every energy generation form as an way to get our energy bills down again. Every bit will be needed, but even then solar has a few advantage's why especially we should use it. It can provide energy independance, it can provide lots of jobs, it can improve so much that one day it could even become the source of the majority of our energy, thus can act as a long term sollution, thus in a world where every source of energy will be needed, solar is likely one of the first to be considerd.]]> Mon, 04 Aug 2008 06:58:56 -0400
I agree. The solar industry is just soo small, even for all the company's it has and for all it's production and growth. It's a minimal amount of world energy output, below 1%, far below that even. And at our current energy crisis, were likely to pick up every energy generation form as an way to get our energy bills down again. Every bit will be needed, but even then solar has a few advantage's why especially we should use it. It can provide energy independance, it can provide lots of jobs, it can improve so much that one day it could even become the source of the majority of our energy, thus can act as a long term sollution, thus in a world where every source of energy will be needed, solar is likely one of the first to be considerd.]]> http://seekingalpha.com/article/88574-profit-from-the-peak-an-enjoyable-read-about-our-energy-problems?source=feed#comment-222006 222006
The fact is that it is just criminal how inconsiderate previous generations have been with our antural resources. I am young, and i'm looking with some dispair at the future, we may have a whole load of problems comming towards us be it resources, or our ecoligy, or the future of states and political systems. It jut seems the world is inconsiderate of young people's future as long as some can continue to profit as they had in the past.

I just want the world to concentrate on alternative energy now. It makes sense for so many reasons. While it might be expensive still today, if we concentrate on it technoligy will move fast and we will soon find ourself in a much better ecenomical position that if we hadn't done that. ere will be energy independance, job creation, cheap energy for manufacturing and etc., and there will be so much fewer pollutants.

And i don't care i this regard how fast oil will run up or how fast our ecoligy will degrade's by the various models of whatever scientist or pseudo scientist (or utter amateur in this regard), the fact is that wit all the uncertainty on these matters this generation is simply putting our future at risk, withought consequences for them, and with no idea how things will turn out for us. Atleast if we start to tackle these issue's now we could be preppared for a worse case scenario, and even if this doesn't happen then we will still benifit from it.

So pl take youre "oil is infinite" theory home, leave science debate to the specialists. The fact is that by now the very claim that oil won't run out soo or is even infinite is one of the fundamental reasons why we are now faced with an apparent energy crisis. It could have been prevented, but ignoring this issue in favour of the effeciancy of our current (perhaps unsustainable) economy is what has brought us to such expensive energy right now. The economy didn't want extra costs for prevention of something that it wasn't sure would happen, as it would have been an extra burden hurting the conomy, now we see that it's getting near to reality and were faced with even higher costs now.

People need to forget for once just how much money 1 million$ is. The world still has to provide us for infinity, or atleast until our sun goes supernova.]]> Mon, 04 Aug 2008 06:47:31 -0400
The fact is that it is just criminal how inconsiderate previous generations have been with our antural resources. I am young, and i'm looking with some dispair at the future, we may have a whole load of problems comming towards us be it resources, or our ecoligy, or the future of states and political systems. It jut seems the world is inconsiderate of young people's future as long as some can continue to profit as they had in the past.

I just want the world to concentrate on alternative energy now. It makes sense for so many reasons. While it might be expensive still today, if we concentrate on it technoligy will move fast and we will soon find ourself in a much better ecenomical position that if we hadn't done that. ere will be energy independance, job creation, cheap energy for manufacturing and etc., and there will be so much fewer pollutants.

And i don't care i this regard how fast oil will run up or how fast our ecoligy will degrade's by the various models of whatever scientist or pseudo scientist (or utter amateur in this regard), the fact is that wit all the uncertainty on these matters this generation is simply putting our future at risk, withought consequences for them, and with no idea how things will turn out for us. Atleast if we start to tackle these issue's now we could be preppared for a worse case scenario, and even if this doesn't happen then we will still benifit from it.

So pl take youre "oil is infinite" theory home, leave science debate to the specialists. The fact is that by now the very claim that oil won't run out soo or is even infinite is one of the fundamental reasons why we are now faced with an apparent energy crisis. It could have been prevented, but ignoring this issue in favour of the effeciancy of our current (perhaps unsustainable) economy is what has brought us to such expensive energy right now. The economy didn't want extra costs for prevention of something that it wasn't sure would happen, as it would have been an extra burden hurting the conomy, now we see that it's getting near to reality and were faced with even higher costs now.

People need to forget for once just how much money 1 million$ is. The world still has to provide us for infinity, or atleast until our sun goes supernova.]]> http://seekingalpha.com/article/88836-is-this-a-recession-wrong-question?source=feed#comment-221997 221997
The company results are all fairly good, could be better, but most company's do not really seem to be in trouble. This "recession" originates from the US banking sector, and it is easpecially the banking sector even globally who is doing bad. Apart from that we seem to have some sort of energy crisis, wich does hurt margins of many company'sn mainly trough the rise in oil price.

SO my conclusion is that pure technicly indeed we havn't got a recession. What we have is an banking system wich has done some really stupid thing's and wich will have to solve it's issue's, but it's not that high a concern for many company's, especially the big rich ones. The energy crisis is a fundamental problem however, and our economy's will for the next years probably concentrate on energy effeciancy, energy independancy and exploitation of new energy sources. Hence why the energy sector is doing much better than the rest, because the really important factor in what is changing our economy's is energy costs.

As to youre point of local changes, that hardly matters. many local places had shabby economic prospects even during bull years, that didn't make it a recession neither.]]> Mon, 04 Aug 2008 05:56:39 -0400
The company results are all fairly good, could be better, but most company's do not really seem to be in trouble. This "recession" originates from the US banking sector, and it is easpecially the banking sector even globally who is doing bad. Apart from that we seem to have some sort of energy crisis, wich does hurt margins of many company'sn mainly trough the rise in oil price.

SO my conclusion is that pure technicly indeed we havn't got a recession. What we have is an banking system wich has done some really stupid thing's and wich will have to solve it's issue's, but it's not that high a concern for many company's, especially the big rich ones. The energy crisis is a fundamental problem however, and our economy's will for the next years probably concentrate on energy effeciancy, energy independancy and exploitation of new energy sources. Hence why the energy sector is doing much better than the rest, because the really important factor in what is changing our economy's is energy costs.

As to youre point of local changes, that hardly matters. many local places had shabby economic prospects even during bull years, that didn't make it a recession neither.]]> http://seekingalpha.com/article/88095-first-solar-spreads-some-sunshine?source=feed#comment-219119 219119
Tell me why i should invest in SPWR with it's absurd valuation if i could just as well invest in REC. Both company's are comparable in size and quality of product but REC has atleast a decent profit margin on their sizable revenue and has a far lower market cap than SPWR. And then consider that subsidy's and economical sitatuition create more uncertainty over US solar stocks than European ones for ex. IMo valuations for SPWR and FSLR imo either reflect some chauvinism or speculation in the USA is just that more extreme. I'd go for the latter.]]> Thu, 31 Jul 2008 08:26:06 -0400
Tell me why i should invest in SPWR with it's absurd valuation if i could just as well invest in REC. Both company's are comparable in size and quality of product but REC has atleast a decent profit margin on their sizable revenue and has a far lower market cap than SPWR. And then consider that subsidy's and economical sitatuition create more uncertainty over US solar stocks than European ones for ex. IMo valuations for SPWR and FSLR imo either reflect some chauvinism or speculation in the USA is just that more extreme. I'd go for the latter.]]> http://seekingalpha.com/article/86233-a-power-silly-me-i-still-like-wind-power?source=feed#comment-212549 212549 Wed, 23 Jul 2008 13:58:36 -0400 http://seekingalpha.com/article/86400-more-bad-news-for-the-anti-ethanol-crowd?source=feed#comment-212283 212283
quote:
"something in denmark smells rotten"
/quote

Well atleast they have plenty of ventilation]]> Wed, 23 Jul 2008 09:33:56 -0400
quote:
"something in denmark smells rotten"
/quote

Well atleast they have plenty of ventilation]]> http://seekingalpha.com/article/86233-a-power-silly-me-i-still-like-wind-power?source=feed#comment-212239 212239 Wed, 23 Jul 2008 09:04:05 -0400 http://seekingalpha.com/article/86233-a-power-silly-me-i-still-like-wind-power?source=feed#comment-212082 212082
I didn't know wind energy was an alternative to fuel transportation, i never saw a windmill on top of a car before. ;)

You would think that other factors, like expensive coal, gas, uranium and rising electricity prices would play a more inportant factor.

Seriously though, the world has been building windmills at a constant accelerating rate for more than a decade now, starting at a time where oil was in it's 20$ range. And now we wouldn't need wind power because "oil is ONLY 120$" ??? That is just so rediculous.]]> Wed, 23 Jul 2008 03:37:44 -0400
I didn't know wind energy was an alternative to fuel transportation, i never saw a windmill on top of a car before. ;)

You would think that other factors, like expensive coal, gas, uranium and rising electricity prices would play a more inportant factor.

Seriously though, the world has been building windmills at a constant accelerating rate for more than a decade now, starting at a time where oil was in it's 20$ range. And now we wouldn't need wind power because "oil is ONLY 120$" ??? That is just so rediculous.]]> http://seekingalpha.com/article/84219-is-there-a-best-way-to-invest-in-wind-power?source=feed#comment-201490 201490
The easiest way is to play for ex. number 1 turbine manufacturer vestas, wich btw has been up quite a bit YTD despite the crisis. Solid stable company, strong financial situation, constantly in a state of expansion with great growth prospects still despite their solid size, sold out for years. Low risk company with very good return.]]> Wed, 09 Jul 2008 12:00:01 -0400
The easiest way is to play for ex. number 1 turbine manufacturer vestas, wich btw has been up quite a bit YTD despite the crisis. Solid stable company, strong financial situation, constantly in a state of expansion with great growth prospects still despite their solid size, sold out for years. Low risk company with very good return.]]> http://seekingalpha.com/article/84066-can-big-oil-balance-shareholder-interest-against-national-interest?source=feed#comment-200968 200968
Bush leave's quite a legacy. The next president will have quite a task set before him. It seems to me that eventually the rate at wich the USA can addapt to new challenges for ex. in energy will eventually be very important and crucial for it's future. So there is quite some room for reflexion on what the faults are in the American economical and political system that led to this situation.

Sorry if i sounded very pessimist. I think what the USA needs is a new wave of dynamism, a fresh hausse that leads to growth and better economic effeciancy. It's just a matter of mindset and everyone knows it, and i guess most know what the next big thing will be too.



]]> Tue, 08 Jul 2008 17:54:02 -0400
Bush leave's quite a legacy. The next president will have quite a task set before him. It seems to me that eventually the rate at wich the USA can addapt to new challenges for ex. in energy will eventually be very important and crucial for it's future. So there is quite some room for reflexion on what the faults are in the American economical and political system that led to this situation.

Sorry if i sounded very pessimist. I think what the USA needs is a new wave of dynamism, a fresh hausse that leads to growth and better economic effeciancy. It's just a matter of mindset and everyone knows it, and i guess most know what the next big thing will be too.



]]> http://seekingalpha.com/article/83940-a-look-at-four-polysilicon-based-pv-manufacturers-funding?source=feed#comment-199972 199972
There is some point towards attacking the contributor to, well atleast if he's comming from some bank that was instrumental in providing us the current crisis that has proven to be an unnesecary fly in the ointment to us alt energy investors, we havn't asked for this crisis, but the banks behidn the crisis are downgrading stocks now because of the crisis, thats just to ironic.

And they can clearly affect stock prices and make money on their own by it. Stocks move quite often on analysts down or upgrade's, and they can build their position before the move happens..]]> Mon, 07 Jul 2008 13:17:03 -0400
There is some point towards attacking the contributor to, well atleast if he's comming from some bank that was instrumental in providing us the current crisis that has proven to be an unnesecary fly in the ointment to us alt energy investors, we havn't asked for this crisis, but the banks behidn the crisis are downgrading stocks now because of the crisis, thats just to ironic.

And they can clearly affect stock prices and make money on their own by it. Stocks move quite often on analysts down or upgrade's, and they can build their position before the move happens..]]> http://seekingalpha.com/article/83769-polysilicon-based-pv-manufacturers-clarifying-the-financial-issues?source=feed#comment-199123 199123 Sun, 06 Jul 2008 09:23:05 -0400 http://seekingalpha.com/article/83769-polysilicon-based-pv-manufacturers-clarifying-the-financial-issues?source=feed#comment-198878 198878
Rec is also a very good source for insights into the industry, always liked their presentation material, and i give it more credit than youre average analyst to.]]> Sat, 05 Jul 2008 11:35:35 -0400
Rec is also a very good source for insights into the industry, always liked their presentation material, and i give it more credit than youre average analyst to.]]> http://seekingalpha.com/article/83673-alternative-energy-more-attractive-but-no-quick-fix?source=feed#comment-198743 198743
I did not want to offend Americans.We Europeans do long back to better times where the USA was more multilateral and considerate of our views, and where our partnerships resulted in shared prosperity. The Bush Administration has done just the opposite. i think most people in Europe know that mostly Bush is to blame, but we cannot but feel frustration for being saddled up with a mess that we didn't ask for, even explicitly adviced against. It's not that we are not gratefull for what the USA has done for us in the past, but we cannot else but be unhappy and dissapointed neither when the effects of our relation are suddently quite negative. We cannot just turn a blind eye for the sake of the past for the thing's bush has done, because it's just to much. We do not want to look ungratefull, on the other hand i can understand why French feel somewhat offended by past arrogant actions of the Bush administration, while France came to the aid of the USA a few times to.

But maybe we Europeans mostly criticize American politics because we want better for our friends. Europe has been heavily criticised for not aiding in iraq, but maybe thats because we thought it was for the USA's own good. That might be quite a sincere argument, how else can we achieve change for the better that by criticizing those thing's we see as problems in the USA? It has nothing to do with ungratefullness, rather concern for our friends.

Anyway, ill stop on that matter now. And i hope youre vision can find result in policy under a newly ellected president. Then all this can be forgotten, and we can be all good friends and partners again, and a united front for freedom in the world, heck maybe well even join in in squating down some of those real enemy's to our freedom and way of life. As to alternative energy, it looks like both presidential candidate's are already far more alternative energy orientated than Bush, that can only be good. ]]> Fri, 04 Jul 2008 20:12:39 -0400
I did not want to offend Americans.We Europeans do long back to better times where the USA was more multilateral and considerate of our views, and where our partnerships resulted in shared prosperity. The Bush Administration has done just the opposite. i think most people in Europe know that mostly Bush is to blame, but we cannot but feel frustration for being saddled up with a mess that we didn't ask for, even explicitly adviced against. It's not that we are not gratefull for what the USA has done for us in the past, but we cannot else but be unhappy and dissapointed neither when the effects of our relation are suddently quite negative. We cannot just turn a blind eye for the sake of the past for the thing's bush has done, because it's just to much. We do not want to look ungratefull, on the other hand i can understand why French feel somewhat offended by past arrogant actions of the Bush administration, while France came to the aid of the USA a few times to.

But maybe we Europeans mostly criticize American politics because we want better for our friends. Europe has been heavily criticised for not aiding in iraq, but maybe thats because we thought it was for the USA's own good. That might be quite a sincere argument, how else can we achieve change for the better that by criticizing those thing's we see as problems in the USA? It has nothing to do with ungratefullness, rather concern for our friends.

Anyway, ill stop on that matter now. And i hope youre vision can find result in policy under a newly ellected president. Then all this can be forgotten, and we can be all good friends and partners again, and a united front for freedom in the world, heck maybe well even join in in squating down some of those real enemy's to our freedom and way of life. As to alternative energy, it looks like both presidential candidate's are already far more alternative energy orientated than Bush, that can only be good. ]]> http://seekingalpha.com/article/83769-polysilicon-based-pv-manufacturers-clarifying-the-financial-issues?source=feed#comment-198728 198728
Solar power now generates something like 0.2% of total energy need. It's not the market is saturated, not by far. In fact if Solar holds the potential that people perceive it to have, that is the potential to provide something like 30% or more of our energy need within a few decade's , an energy need to probably will have substantially increased too, then from that presumption we can only conclude that the industry is still in it's baby shoes production wise.

Maybe what you wanna point out is that we have to much capacity to soon, that demand won't be high enough at the current cost effeciancy of solar. I think that would be a very speculative presumption, if the energy market would shift only a tiny bit more towards solar then it could already have profound effects since solar is so small. It's very difficult at this moment to speculate on this, the energy market is changing very rapidly at this moment due to price changes in energy commodity's. There are lots of factors that can affect demand of solar energy in a relative short time span. There is this ellection comming up in the USA for one and it could have quite a profound effect depending of who wins.Thats just an example. there is just so much that can happen that might render youre numbers useless.

]]> Fri, 04 Jul 2008 19:17:14 -0400
Solar power now generates something like 0.2% of total energy need. It's not the market is saturated, not by far. In fact if Solar holds the potential that people perceive it to have, that is the potential to provide something like 30% or more of our energy need within a few decade's , an energy need to probably will have substantially increased too, then from that presumption we can only conclude that the industry is still in it's baby shoes production wise.

Maybe what you wanna point out is that we have to much capacity to soon, that demand won't be high enough at the current cost effeciancy of solar. I think that would be a very speculative presumption, if the energy market would shift only a tiny bit more towards solar then it could already have profound effects since solar is so small. It's very difficult at this moment to speculate on this, the energy market is changing very rapidly at this moment due to price changes in energy commodity's. There are lots of factors that can affect demand of solar energy in a relative short time span. There is this ellection comming up in the USA for one and it could have quite a profound effect depending of who wins.Thats just an example. there is just so much that can happen that might render youre numbers useless.

]]> http://seekingalpha.com/article/83769-polysilicon-based-pv-manufacturers-clarifying-the-financial-issues?source=feed#comment-198609 198609
Rec, as a few other solar company's, is a fully verticly intigrated solar company, meaning they do everything from producing polysilicon to fabricating wafers and cells and eventually also selling and installing the panels itselfs. Rec is one of the leading solar company's and it is the most profitable in the whole solar space, quite probably due to this vertical intigration.

Isn't it so that verticly intigrated company's are insulated from the problems you adress? I can mention a few more verticly integrated solar company's. As to the future of this company, i'm pretty sure it will susrvive, it did survive the collapse of the first solar hausse, it was around already by that time to. i think it's easily the oldest pure play solar company so far right now.

Being verticly integrated and having a large profit margin should be an indicator that the company has a better chance to survive?]]> Fri, 04 Jul 2008 12:56:25 -0400
Rec, as a few other solar company's, is a fully verticly intigrated solar company, meaning they do everything from producing polysilicon to fabricating wafers and cells and eventually also selling and installing the panels itselfs. Rec is one of the leading solar company's and it is the most profitable in the whole solar space, quite probably due to this vertical intigration.

Isn't it so that verticly intigrated company's are insulated from the problems you adress? I can mention a few more verticly integrated solar company's. As to the future of this company, i'm pretty sure it will susrvive, it did survive the collapse of the first solar hausse, it was around already by that time to. i think it's easily the oldest pure play solar company so far right now.

Being verticly integrated and having a large profit margin should be an indicator that the company has a better chance to survive?]]> http://seekingalpha.com/article/83673-alternative-energy-more-attractive-but-no-quick-fix?source=feed#comment-198297 198297
But what does it matter that we Europeans save on our oil use when in certain other country's people people drive gas boozing Suv's and the likes. Wel it's not that we are that much better really neither, but the way people were squandering with oil in the USA has been a quite worse in the end for our current oil prices too.

I don't want to point to my finger to much across the pond, but the current credit crisis aint to positive neither for Europe's potential to addapt. if anything will drive European alt energy subsidies down, then it's this recession wich is mainly originating from the USA.

Well it's atleast not the American people in general i want to point my finger at. There are enough reactions to read on this site from Americans who criticize their goverment for not adequatly subsidizing alt energy, yet on the other hand giving freebie's to big oil.

I just can't understand how Americans could have voted bush. Twice in fact. I guess most of those voters are wondering the same now, he aint to popular anymore. If you think of it, you can actually blame him for quite a large part for this mess, wich is affecting everyone around the world. The Bush administration is well under way to bring the whole world to instabilety and ruin, and all for their own smallish little benifits. Bush is a dangerous nutcase.

I could understand that this oppinion could hold some controversy, but how do American citizins think foreigners involved in markets or affected by rising prices will look at this situation if they look at it superficially?

Imo it's more than just Bush afcourse who is responsible for this mess, humanity as a whole is responsible for the way it squanders with it's natural resources. You just have to look at the absurdity in wich we have handled fishing, youre typical example of tottaly inconsiderate fast money making wich ruins a far better approach of sustained usage.
It's this fast money making mentality withought consideration of the consequences for the future of others that, in so many ways, is ultimatly responsibel for all our problems here.

Just think of that mentality of "there is still enough oil on this world for a 100 years" . Well i doubt there is that much oil, and i doubt that even if there was that much oil that they could still produce enough of it at a given time to meet demand. But thats not the point. Even if there is enough oil for a 100 years, so what? 100 years will eventually pass to ,and people will still need alternatives. it's quite clear that in the end we will be to late with our alternatives to provide a smooth transition from fossil fuel economy to a alternative green economy, because people were only to react when it was to late anyway, as long as we arn't faced with a profound crisis there would always be someone to tell us that there is still enough cheap energy for decades to come, and then the market could be glad that it can revel in ignorance for some time still. Easy money making mentality withought consideration for the future.

The worst prospect for me is that i see the same thing happen with our ecoligy. they will understand that there was actually nessecity to do something when it's to late. As long as we arn't tin the actual crisis there is enough room to question this danger.

But seriously, who isn't absolutly stunned by the utter ineptitude wich resulted in this mess? Or better say greed than ineptitude. It's so wrong that it quite borders the criminal, this mess, wich could have prevented, will lead to starvation in many parts of the world. It might lead to many worse thing's in years to come too, who knows.

Maybe since the policy making of the USA has played a fairly large part in this crises, i should question myself who i should take responsible. Should i hold the American people as a whole as responsible because they voted and haven chosen these policy makers to represent them? Or should i conclude that the USA aint really that democratic like it looks, so that youre average voter didn't have really that much choice over this direction? ]]> Thu, 03 Jul 2008 18:54:08 -0400
But what does it matter that we Europeans save on our oil use when in certain other country's people people drive gas boozing Suv's and the likes. Wel it's not that we are that much better really neither, but the way people were squandering with oil in the USA has been a quite worse in the end for our current oil prices too.

I don't want to point to my finger to much across the pond, but the current credit crisis aint to positive neither for Europe's potential to addapt. if anything will drive European alt energy subsidies down, then it's this recession wich is mainly originating from the USA.

Well it's atleast not the American people in general i want to point my finger at. There are enough reactions to read on this site from Americans who criticize their goverment for not adequatly subsidizing alt energy, yet on the other hand giving freebie's to big oil.

I just can't understand how Americans could have voted bush. Twice in fact. I guess most of those voters are wondering the same now, he aint to popular anymore. If you think of it, you can actually blame him for quite a large part for this mess, wich is affecting everyone around the world. The Bush administration is well under way to bring the whole world to instabilety and ruin, and all for their own smallish little benifits. Bush is a dangerous nutcase.

I could understand that this oppinion could hold some controversy, but how do American citizins think foreigners involved in markets or affected by rising prices will look at this situation if they look at it superficially?

Imo it's more than just Bush afcourse who is responsible for this mess, humanity as a whole is responsible for the way it squanders with it's natural resources. You just have to look at the absurdity in wich we have handled fishing, youre typical example of tottaly inconsiderate fast money making wich ruins a far better approach of sustained usage.
It's this fast money making mentality withought consideration of the consequences for the future of others that, in so many ways, is ultimatly responsibel for all our problems here.

Just think of that mentality of "there is still enough oil on this world for a 100 years" . Well i doubt there is that much oil, and i doubt that even if there was that much oil that they could still produce enough of it at a given time to meet demand. But thats not the point. Even if there is enough oil for a 100 years, so what? 100 years will eventually pass to ,and people will still need alternatives. it's quite clear that in the end we will be to late with our alternatives to provide a smooth transition from fossil fuel economy to a alternative green economy, because people were only to react when it was to late anyway, as long as we arn't faced with a profound crisis there would always be someone to tell us that there is still enough cheap energy for decades to come, and then the market could be glad that it can revel in ignorance for some time still. Easy money making mentality withought consideration for the future.

The worst prospect for me is that i see the same thing happen with our ecoligy. they will understand that there was actually nessecity to do something when it's to late. As long as we arn't tin the actual crisis there is enough room to question this danger.

But seriously, who isn't absolutly stunned by the utter ineptitude wich resulted in this mess? Or better say greed than ineptitude. It's so wrong that it quite borders the criminal, this mess, wich could have prevented, will lead to starvation in many parts of the world. It might lead to many worse thing's in years to come too, who knows.

Maybe since the policy making of the USA has played a fairly large part in this crises, i should question myself who i should take responsible. Should i hold the American people as a whole as responsible because they voted and haven chosen these policy makers to represent them? Or should i conclude that the USA aint really that democratic like it looks, so that youre average voter didn't have really that much choice over this direction? ]]> http://seekingalpha.com/article/83709-analysts-come-to-coal-s-defense-following-yesterday-s-sell-off?source=feed#comment-198074 198074
At the current price coal it is actually getting that high that, should coal go even much higher, coal would loose a lot of it's appeal. if coal will go much higher in price then it will also get more expensive for electricity generation than for ex. uranium, natural gas and windmills, and later even solar. If coal rises even more demand should start to decrease. Thats just my oppinion though.

But i don't mind. I mainly invest in alternative energy, wich is not doing so well as coal atm, however alternative energy always had it's cost as disadvantage, it was further from grid parity than other resources, but if traditional energy resources rise a lot then rather than alternative energy moving to grid parity, grid parity will move towards alternative energy.

Either however coal production can be seriously ramped up, and then the price of coal could drop, or it can't. In either case well get a lot more pollution if more coal is going to be used, and that is a positive for clean alternative energy as well.

But anyway, coal probably can't keep going up like oil does, because coal is far easier to replace with something else for electricity generation. Coal always had it's main advantage of being cheap, with quite a few disadvantage's ofset by that cheap price.

The coal mining stocks do trade at hefty PE's. It's quite a thing to consider. I'm not going to speculate here where coal stocks will move in the short term, but i thought that the rise of coal prices was unsustainable above a certain level, and wanted to express that.
In any case, you sure would need balls of steel to step into this sector and these stocks at this moment. there is quite some space for these stocks to potentialy retrace.]]> Thu, 03 Jul 2008 12:28:43 -0400
At the current price coal it is actually getting that high that, should coal go even much higher, coal would loose a lot of it's appeal. if coal will go much higher in price then it will also get more expensive for electricity generation than for ex. uranium, natural gas and windmills, and later even solar. If coal rises even more demand should start to decrease. Thats just my oppinion though.

But i don't mind. I mainly invest in alternative energy, wich is not doing so well as coal atm, however alternative energy always had it's cost as disadvantage, it was further from grid parity than other resources, but if traditional energy resources rise a lot then rather than alternative energy moving to grid parity, grid parity will move towards alternative energy.

Either however coal production can be seriously ramped up, and then the price of coal could drop, or it can't. In either case well get a lot more pollution if more coal is going to be used, and that is a positive for clean alternative energy as well.

But anyway, coal probably can't keep going up like oil does, because coal is far easier to replace with something else for electricity generation. Coal always had it's main advantage of being cheap, with quite a few disadvantage's ofset by that cheap price.

The coal mining stocks do trade at hefty PE's. It's quite a thing to consider. I'm not going to speculate here where coal stocks will move in the short term, but i thought that the rise of coal prices was unsustainable above a certain level, and wanted to express that.
In any case, you sure would need balls of steel to step into this sector and these stocks at this moment. there is quite some space for these stocks to potentialy retrace.]]> http://seekingalpha.com/article/83631-the-problem-with-solar-companies-is-not-really-a-problem?source=feed#comment-197960 197960
But i think we already established the fact as investors that much of the oppinions we get from these banks are very superficial and usually just crap.

Their motivations arn't hard to read neither. If all thing's move so fast on upgrades or downgrades, then afcourse it's an easy for these banks to manipulate their positions in their advantage, be it holding or shorting. And we all know they need money very very badly. Manipulating a market then that is very volatile can afcourse provide a lot of potential for money maing then, plenty of possible down- and upside potential.

I live in Europe to, and i have my skepticism to when they tend to touch European subsidies. I am however glad that Europe is years ahead in the market and that our policy makers have shown some vision about alt energy that they arn't likely to drop that fast. Alt energy is a growing sector in Europe, one that provides a lot of income and employment, it's enough incentive IMo for our politicians to continue their support.

And it doesn't always have to be subsidies neither. One particular German city for ex. is now forcing people by law to install solar panels on every new build house from now on. It is expected that by 2010 this will be coman law all over germany, if not also in many other EU country's.]]> Thu, 03 Jul 2008 10:54:53 -0400
But i think we already established the fact as investors that much of the oppinions we get from these banks are very superficial and usually just crap.

Their motivations arn't hard to read neither. If all thing's move so fast on upgrades or downgrades, then afcourse it's an easy for these banks to manipulate their positions in their advantage, be it holding or shorting. And we all know they need money very very badly. Manipulating a market then that is very volatile can afcourse provide a lot of potential for money maing then, plenty of possible down- and upside potential.

I live in Europe to, and i have my skepticism to when they tend to touch European subsidies. I am however glad that Europe is years ahead in the market and that our policy makers have shown some vision about alt energy that they arn't likely to drop that fast. Alt energy is a growing sector in Europe, one that provides a lot of income and employment, it's enough incentive IMo for our politicians to continue their support.

And it doesn't always have to be subsidies neither. One particular German city for ex. is now forcing people by law to install solar panels on every new build house from now on. It is expected that by 2010 this will be coman law all over germany, if not also in many other EU country's.]]> http://seekingalpha.com/article/83673-alternative-energy-more-attractive-but-no-quick-fix?source=feed#comment-197938 197938
i could forsee this crisis comming, many could. How can our policy makers be that stupid that they didn't see it comming? I'd say it's because all they really care about is if they will be ellected and how they can fill their own pockets, but looking a decade into the future and havig a vision on how to prevent tommorows problems, that aint something they are used to do.

So afcourse there isn't a quick fix around right now, nothing can quickly fix this current mess. We should have thought about those problems years ago, decade's even, when our economies were still relativly strong on cheap energy.

Personally, as a young person, i am of the oppinion that the older generations have squandered our energy sources, used it on an absolutly wastefull way for quick profit withought much consideration for future generations. It's pure egoism that oil is getting short in supply already. So what is left fo the younger generations? A shitload of mess to clean up, in so many different fields to.

So, then what if it takes years for solar and wind to bail us out of our problems, if people won't take it serious now then within 5 years we will have an even larger crisis where it will take even more years to solve the problems. And what is a few measel years in the grand scheme of a future vision?]]> Thu, 03 Jul 2008 10:32:12 -0400
i could forsee this crisis comming, many could. How can our policy makers be that stupid that they didn't see it comming? I'd say it's because all they really care about is if they will be ellected and how they can fill their own pockets, but looking a decade into the future and havig a vision on how to prevent tommorows problems, that aint something they are used to do.

So afcourse there isn't a quick fix around right now, nothing can quickly fix this current mess. We should have thought about those problems years ago, decade's even, when our economies were still relativly strong on cheap energy.

Personally, as a young person, i am of the oppinion that the older generations have squandered our energy sources, used it on an absolutly wastefull way for quick profit withought much consideration for future generations. It's pure egoism that oil is getting short in supply already. So what is left fo the younger generations? A shitload of mess to clean up, in so many different fields to.

So, then what if it takes years for solar and wind to bail us out of our problems, if people won't take it serious now then within 5 years we will have an even larger crisis where it will take even more years to solve the problems. And what is a few measel years in the grand scheme of a future vision?]]>