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$.

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.

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.