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  • My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions [View article]
    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.

    May 13 16:44 pm |Rating: 0 0 |Link to Comment
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