dhruv

Red Flags at Emcore

Does anyone know the cost per watt of CPV from Emcore ?

Red Flags at Emcore

25 million $ for 105 MW power is cheaper than 1 dollar per Watt (according to new release related to GnG) . Why is the author saying that this is 100 times expensive. Given that you are probably short the stock, you may not be representing the facts correctly. I find it extremely hard to believe the cost part.

Red Flags at Emcore

Do you a have reference which prove that cost of emcore solar system is 100 times that of FSLR solar systems ?

To me total cost of ownership for a given power outputis most important factor.

Time to Cut Links to the Leveraged Lending Economy

DFR: Currently leverage ratio is 5-to-1. 500 Million in agency RMBS + some interest rate swaps and nearly 110 million is capital. I arrived at this number by reading the latest news related to DFR.

So even if margin haircut is 5% it is still safe. Now fed will prop us RMBS by buying them. This should be good news for DFR.

Bears was leveraged 32-to-1 and so is lehman brother.