Piggybank

The 'Problem' With Solar Companies is Not Really a Problem

I gues they just had to find a reason for their downgrade. It would actually be quite funny if the market wasn't dropping like a stone right now.

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.

The 'Problem' With Solar Companies is Not Really a Problem

Well said. The analysts made me laugh to. Way to state the obvious.

I don't give a shit about what they say neither.

My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions

1MW turbine's are small stake's compaared to vestas 3.5MW turbine's, the 4.5MW turbine's gamesa is developing, and the 5MW giants that Repower and Suzlon are putting out. And i'm not complaining on the profit im pulling in on wind turbine stocks in Europe.

That the turbine's cant be produced fast enough is because demand is so damn high, sure it takes some time to builmd them, but the wind turbine company's are expanding fast, and even at their rate Vestas is expecting the shortage to stay for a few years. All the more profit for them though. Vestas shot up 15% on last earnings, a week ago. Maybe you should consider Gamesa's earnings on thursday 15th of may.

I know some pretty hefty wind farms in development in Europe going over the 1 gigawatt total output, and even if it takes some space, there is always room in the sea. In the meantime takeovers in this sector are coman, Just recently European utility company SUEZ took over the largest wind farm in America, and Vestas is expanding in USA with a new factory.

Anyway, Andrew wanted to talk solar. Then again clearly he doesn't like any of the European Solar company's neither. this aint new on Seekingalpha, but Europe is well ahead in this sector and you would think that would be important in the grand sheme of things. Most of my solar investments are in renewable energy corp and Q-cells anyway. hey get MY honourable mention atleast.

As to the stocks listed. i have a small position left in ASTI, for reasons of their product, though i cant be all to happy about the stock dillution, lets hope they get really forward with that capital. I hav a large investment though in the bottom listed stock, 5N plus or VNP.TO, the "safe way" to play FSLR, but a company that has many strong advantage's in other fields to. Otherwise i stay somewhat out of the USA, don't like the dollar to much yet. I am following some wind farmers and own a position in NCEN.OB. A few more small positions in USA, but thats for an other topic.

Beware of the Solar Stock Fad

I think you need to be an American to say this kind of stuff.

While many of you americans are driving on high oil consuming SUV's and just waste energy as it's no big deal, atleast here in europe were atleast 10 years ahead in saving our energy with all sorts of measures. Someone here mentioned this energy effeciancy, other ligtbulbs and that kind of stuff. Well i can simply say to them, it doesn't work like that over here in Europe.

Were 10 years ahead in energy saving, but living in brussels i have this very keen sense that the EU will actually expand subsidies to renewables, having read article's from top euro politicians here who all seem to hammer on solar/wind, and who all hate biofuels for the rediculous pricesurge it creates in food and such.

And it's perfectly reasonable from an EU perspective, way to many euro's flow out from the Euro zone to oil producers. And we have emmerging markets to compete with i general economics. If the EU wants to survive as an economic powerhouse in the future then it has to remain on the edge of many technoligies, and alternative energy is one of those technoligy's were were doing quite well in. It's creating jobs for us, we can make an export product of it, it lowers our energy bill, win win win situation. European wind energy is miles ahead of the rest of the world, we have all the top wind turbine manufacturers.

And it's quite simple to piont out that Europe is the largest market for all renewables, Germany on top. In fact America's own solar company's have ther majority sales in Europe. And if europe increases renewables funding then yioure point vanishes into the drain.

it only shows that Americans don't take their energy problems to serious. How else could they have lagged just so far behind Europe. The posters article here just shows that sentiment.

And to US politics. No renewal of renewables funding? Go for it! by 2020 Europe and china will dominate the renwables market. Heck youre own wind farmers aleady buy European turbine's. Keep fooling on!