Piggybank

Goldman Turns Cautious on Solar Sector

/quote
Molnar Tuesday cut his rating on First Solar (FSLR) to a Conviction Sell from Buy, slashing his price target to $103 from $365.
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Seriously, if Mister Molnar is just going to pull prices on the fly from his ass, then he can aswell make it a nice round number. 103$? 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$.

First Solar Spreads Some Sunshine

I can agree with the PE sentiment though as European investor.

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.

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.

Solar Power Plays Look to Grow with Clean Energy Act, Spanish Subsidies

What about the frikkin European solar company's, shouldn't they profit from the Spain case for ex. ? Renesola maybe? Q-cells or REC?

It seems that to SeekingAlpha and so many sites that promote solars, European solar company's simply do not exist!

Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating

All these seekingalpha guys forget about such company's as REC and Q-cells. In general there is very very few talk here about european renewable stocks. Even as they hyped the market in 2007 few ever came to talk about such great company's like Vestas or Gamesa, wich is wind power.

But my money is mostly in european renewables. REC, Q-cells, Vestas, Gamesa, and not to forget Roth & Rau, wich is an excelent company and just tottaly forgotten here.