supershort

Goldman Turns Cautious on Solar Sector

Get over it. I have been saying this for months. You guys didn't see the writing on the wall. So you can only blame yourselves. I mean really, were you guys expecting an upgrade? Get real.

Solarfun's Huge Run: Time To Lock in Solar Profits

Silly guys. Hope you aren't holding these long. Brutal.

Has the Sun Set on Solar Energy Stocks?

The sun has set. Heavy selling on good news is sure sign this bubble's done. A few months ago, I was reiterating the flight of Icarus. How ironic and what an amazing story. Learn from it fellows.

Has the Sun Set on Solar Energy Stocks?

"Is SPWR becoming the Government main contractor for installing solar systems on Federal sites.
They just completed installing a solar electric system on top of the roof top for the Dept of Energy Federal Building in Washington D.C. Sun power has also installed solar system for other government agencies such as the US Navy in Hawaii and Calf, The US Postal Service, and Air Force bases.
They have under contract to build a Solar system at Kennedy Space center site.
The company has no debt and over the last 3 months insiders have purchased a net 56.0K shares. This is in stark contrast to the 2-year quarterly average where insiders are net sellers and indicates that insiders are more bullish about SPWR's prospects for the next 6-12 months.
They need no Gov tax incentives...The Gov is paying them for their solar systems. "

While the government is buying the panels, the administration will change and therefore they probably will lose their contracts. Usually happens in these cases.

Now where are you getting that the insiders have purchased shares? That is an out and out lie. They have been selling. Cypress sold 2.5 million shares.

Atkins, Shughar, Swanson, Richards, Wood and Werner have been selling just like Mozillo of countrywide. Does anyone else see the same thing going on here? You all remember Mozillo right? Just like the guys at Thornberg and Jack Yetiv and the other pumpers here.

Solar is a great idea, but these p/e's are way out of line. This one will be in the 20's by January.

Three Reasons Solar Sell-off May Be in Early Innings

YEp, still in the early stages. Although it is getting ugly.

Three Reasons Solar Sell-off May Be in Early Innings

No need to get mad longs. I told you guys this one was going to crash. It is. It will go further. Not that solar isn't a bad idea. It's great if it works more efficiently. I would hate to be long when cypress starts unloading. They are about to let out another 2.5 million shares. Dilution is not a good thing for a stock, especially one as risky as SPWR.

Three Reasons Solar Sell-off May Be in Early Innings

Peakoiler:

Surely you jest. You could not have possibly seen that in the television. "Hardened unfeeling eyes," "white faces" "no real humanity" "hollow shells without a conscious"....Your words speak volumes of the bigot and prejudicial person you are. I could have shown you the DNC and told you it was the RNC and you would have said the same.

As far as your landslide, I highly doubt it. Many NY voters, Hillary supporters, will cross the line or not vote. That is the feeling around here. NYC's last reelected Dem mayor was Koch and the Governor was Cuomo. If McCain would do a little campaining in NY he could take NY.

Three Reasons Solar Sell-off May Be in Early Innings

realistic guy: You have no clue about politics and what "America" wants. To call someone dumb or ignorant because they vote a certain way makes you the ignorant one as you are unable to see and evaluate the issues and make an informed choice. The liberals are scared and pissed off because Obama couldn't put his pride in check and put Hillary on the ticket, which was truly a no brainer as that would be the winning ticket. So McCain put a woman on the ticket smacks them all hard. McCain will win and America and the world will be better for it.

Three Reasons Solar Sell-off May Be in Early Innings

Spwr CEO must have been drinking at the solar power confrence in Valencia. He said that he expects the sales prices to drop 10-20%. Altogether now, say it together this one's going to crash and burn look out below.

Solarfun's Huge Run: Time To Lock in Solar Profits

Yep, I am laughing all the way to the bank.

Solarfun's Huge Run: Time To Lock in Solar Profits

To Rct, solar feeds, spiderjones and especially "I WANT THE TRUTH" (oxymoron actually, because the author has given you the truth).

There is nothing wrong with shorts or shorters. I have lost plenty of money by going long and then dollar cost averaging down, buying the dips blah blah blah. It never worked well for me. Shorting overpriced, overhyped pigs like in the solar industry has been very good for me. And it should be good for you also, unless of course you believe in the tooth fairy and think any company can support these liudicrous p/e ratios. Don't quote forward because that means squat and that is why these are the perfect shorts, one miss and these will crumble.

But now truly for the truth:

1. There will have to be a trillion dollar bailout of the financial sector, maybe more. Worldwide, the financial mess has writedowns of just over 600 billion. The period in question has 7 trillion in "loans" well, with falling house prices (today), high unemployment, hard money loans, look for a malestorm and a trillion dollar bailout of Freddie and frannie very soon. Congress will not have the money to throw at this feel good expensive warm and fuzzy farce. So the tax credits will be reduced. It is enevitable. That is why it hasn't cleared congress again. They are waiting out the financial storm that is building even more.

2. Solar is not a stand alone alternative energy. It requires a complete back up of conventional power, something that will work when the demand goes up. Solar plants like the 20 sq mile project that was recently announced will not be built. Dow you understand how much land it takes up and it cannot stand alone? It is a travesty if this much land gets used for such a waste of natural resources. The EPA will never let this happen. They will be killing scorpions, coyotes, rattlesnakes and other animals in a large scale and for what? to power just a few hundred thousand homes. I think all the nations coal and nuclear power plants occupy less land than this absurd project.

3. The insiders have been selling. What does that tell you? These guys obviously don't think it's going to double or tripple in the near term, or else they would hold. Cypress itself dumped 2.5 million shares right after this bogus announcement. The SEC should look into this. This is truly criminal, not the shorts. Ignorant people like to scapegoat and the shorts are the goat of the day when we are the ones that keep everyone honest.

4. Taking profits is what trading is all about. The author has given very good advice which you longs are greedy and still trying to pump. Just as it's wrong to yell fire in a crowed theater it is also illegal to yell "free beer" outside the theater to have everyone rush in.

That my friend is the truth and it shouldn't hurt, uless of course you are a sheeple and will be beguiled by all this subterfuge.

First Solar Spreads Some Sunshine

think FSLR would be a great buy on this report... if its mkt cap were $6-8billion... so now we have, at this rate, annual net income approaching $300million... in 10 years thats $3billion... or at after hours price of $300+, it would take 80 YEARS to make their current mkt cap!!!

what are people smoking out there, tellurium-laced stogies???

This is the best comment I have read so far on SA.
The funny thing is that SPWR which uses poly has been up in sympathy with FSLR. A whole lot of tellurium-laced stogies being smoked indeed.

Solar Shorts Keep On Rising Even As Oil Surprises

By the way SPWR has over 40% of it's shares short.

Solar Shorts Keep On Rising Even As Oil Surprises

Secmaven, after what has happened lately in the financials, there isn't much more to go down. SPWR is at 70 now and will probably be at 20 by years end. Solars have high P/E ratios, the insiders are selling their shares the same way the inside guys at IndyMac and Countrywide were selling theirs. The solars will be the next financials.

Cowen: 2009 Spanish Cap on Solars Unlikely to Become Law

Nuclear does have government subsidies but it is much more viable than solar, which is not a stand alone source. Nuclear is safe, powerful, eco friendly and is proven. If you have any doubts, look at most modern naval ships, they are nuclear powered, and they carry bombs also. Nuclear has a stigma that is unjustly applied to it. My "inside sources" at Entergy and Con Ed tell me they wish they could build more plants, but the regulation, taxes and the government control stifle profits. So the government for those subsidies, they make it back quickly and much more over the long term.

As far as Spain, you are dead on. Socialist governments will never have the growth that capitalism affords. There will never be the common joe putting panels on their homes because they wish to save the world. They are looking for the next handout.