Piggybank

Goldman Turns Cautious on Solar Sector

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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$.

A Look at Four Polysilicon-Based PV Manufacturers' Funding

if anything has been proven on this site it is the fact that youre average investor and commenter reading this site aint naive and stupid neither. We have the right to criticize these article's, and many a analyst article has clearly been found to light and absurd for us to believe.

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..

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 Stocks Feeling the Heat

Meh it doesn't matter all to much. At the current state Solar energy is a niche, it is that small that demand easily far outstrips supply for years to come at this moment. Most established solar company's have very deep backlog's, and even during this crisis the backlog's only appear to increase. Solar energy is like something of 0.2% of our total world energy supply, probably not even that, and they have been installing for a few years.

There only needs to be a tiny shift towards solar energy use on global scale and already it would mean enourmous demand difference for the solar sector and even for that tiny market share many of these company's are already very financially sound, much better than most banks these days that are filled with gifted analysts.

And the shift will come quite soon enough. Electricity prices should be youre indicator to follow. It could be more determinal that subsidy's, because the more electricity prices rise, the faster solar panels pay themself back. And solar power has a hughe advantage, it empowers people to produce their own energy, the more electricity prices rise the more people and company's that will want to be specificly energy independant.

But i think that if electricity prices begin to soar, then many major company's will feel compelled to invest heavily in solar panels and produce their own energy. Not only because it would greatly improve the net income of these company's but also their competitiveness, and often it's just that very large profitable company's just have the excess money anyway to easily afford a solar upgrade.

I think the damand curve of solar panels wil just smoothly continue as it's going now, steadily up.

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.