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  • Cloud Peak Energy Hopes Investors Will Warm to IPO [View article]
    Burning coal also distributes heavy metals, including mercury, which pollute water and land and makes kids Texan (autistic, low iq). Veto this IPO.
    Nov 18 09:51 am |Rating: +1 -4 |Link to Comment
  • Raser Technologies: Financing, Dilution Continue to Be an Issue for Now [View article]
    RZ
    Oct 30 11:56 am |Rating: +1 0 |Link to Comment
  • Green Energy Experts: Why Do They Buy Solars? [View article]
    The problem was not "touching raw nerves". The problem is your investment rationale, which is amateur at best.
    Oct 29 14:25 pm |Rating: +1 -3 |Link to Comment
  • Green Energy Experts: Why Do They Buy Solars? [View article]
    Smart investors selectively buy solar for the same reason they selectively buy other companies -- future growth and earnings. On the v e r y long list of ridiculous parts of this article, the thought of you speaking to a crowd re: investing takes the cake.

    Your gigantic campaign to be an investment guru is only out-shadowed by your wholesale lack of investment knowledge.
    Oct 29 10:29 am |Rating: +3 -2 |Link to Comment
  • How Much Natural Gas Remains in the USA? [View article]
    I love this Mark Anthony guy (aka "joe sixpack"); he's always on the other side of my profitable trades.
    Oct 05 09:31 am |Rating: +3 -1 |Link to Comment
  • What Is the Deal with Steel Production and Prices?  [View article]
    Nice review of steel Doc D.
    Oct 05 09:05 am |Rating: 0 0 |Link to Comment
  • Solar Roundup: First Solar Sells Project, Evergreen Plagued By Crickets [View article]
    Unless ESLR improves production costs, the ONLY thing at their plants will be crickets. I'm betting on the crickets.
    Oct 05 08:57 am |Rating: +1 0 |Link to Comment
  • Picking Solar Energy Winners [View article]
    Greeninvestor, unlike most SeekingAlpha posters, you seem to understand the solar biz... So why in the world would you invest in TAN that's been anchored down by bad assets?

    Our buy/hold portfolio is up 106% ytd, while our trading portfolio is up just over 240% ytd. Quality research means you can take advantage of individual stock buying opportunities that are clearly not available by owning TAN. Which leaves me thinking -- If you *really* knew the PV industry, you'd know immediately not to own TAN...
    Sep 23 09:03 am |Rating: +2 -2 |Link to Comment
  • Trina, SunPower, Clairvoyant: The U.S. PV Hits Just Keep On Coming [View article]
    Shyam, your reports on Greentech Media are by far the best in the industry (along with Eric Wesoff). Your work (and Greentech Media) should be followed closely by anyone interested in this industry.

    www.gtmresearch.com/re...

    www.gtmresearch.com/re...
    Sep 16 11:27 am |Rating: +1 0 |Link to Comment
  • Megatrend Companies Summary [View article]
    This list is pointless as it fails to identify winners in various sectors where profit margins rule. e.g listing multiple PV mfgrs many of which will operate on teeeny-tiny margins while other will prosper.

    There's a reason real research has value and dart throwing monkey lists like this are a waste of time.
    Sep 11 10:28 am |Rating: +5 -1 |Link to Comment
  • First Solar to Give China What It Wants - A Solar Farm [View article]
    MHFT: Chineese c-Si still can't compete with FSLR; FSLR will still sell everything they produce while operating at max capacity, and expanding, something none of the Chinese PV mfgrs can claim.


    On Sep 11 10:00 AM Mad Hedge Fund Trader wrote:

    > cadmium telluride based thin film semiconductor technology, which
    > has enabled it to match the Chinese price cuts dollar for dollar,
    > and the engineering will allow them to continue to do so. The Chinese,
    > wedded to an older polysilicon product, can’t keep playing this game,
    > unless they want to hemorrhage cash, or face US anti-dumping enforcement.
    > To see more on the current fundamentals of solar, please click here.
    Sep 11 10:19 am |Rating: 0 0 |Link to Comment
  • Another Reason to Get Excited About Electric Cars [View article]
    Ravi, check you facts re "fleet sales in China" I those amount to less than 10 cars.... I've been long BYD since shortly after Buffet disclosed his investment, glad to see this is getting some mainstreet recognition.
    Sep 04 14:00 pm |Rating: +2 -1 |Link to Comment
  • China Is Pulling Ahead on the Environment [View article]
    Well written article. China may very well be the greentech leader in 5 yrs. Unlike the U.S., when Chinese leadership decides to go clean & green, they don't have to fight the oil & coal lobby that spends millions spreading lies and buying politicians to protect their markets.

    Arguing about the "brutality" of the Chineese government is ridiculous. The issue is who will win the race to develop renewable clean technology. Given the U.S. ignorance re renewables and the well funded oil lobby, the U.S. is forced to run this race hopping on one leg.
    Sep 03 13:12 pm |Rating: +4 0 |Link to Comment
  • Beer, Batteries, and a Solar Power Game Changer [View article]
    If the Eestor unit works, Santa Claus can retire Rudolfo's red nose, and I'll start selling gold eggs from my duck's butt. Zenn Motors has ridden Eestor like a $10 hooker, resulting in the following joke:

    Q. What's the difference between Zenn Motors and a Hooker?

    A. Zenn pumps Eestor to sell stock, a hooker just rides ....

    energyinvestor wrote:

    > If the EEStor Electrical Energy Storage Unit works (and we will know
    > withing a couple of months), this research will be obsolete.
    Sep 01 17:31 pm |Rating: +2 0 |Link to Comment
  • Beer, Batteries, and a Solar Power Game Changer [View article]
    Ridiculous article riddled with misleading and false information, specifically:

    1. Ridiculous Comment No. 1:

    **"First Solar is now saying that it takes $1 a peak watt to manufacture, and another 80 cents for installation. So they're saying that you can get PV for under $2 a watt.**

    First Solar has NEVER said they could deliver an installed PV system for $2/watt (the best in industry PV installed costs are closer to $3/watt +/-.25cents and ONLY FSLR can achieve this number).

    2. Ridiculous Comment No. 2:

    **"Developed by Ceramatec, a subsidiary of CoorsTek (formerly part of Coors, now private), the new generation of battery can store 40kw of power in a package the size of a refrigerator for roughly $2,000."**

    All of the battery storage technology discussed is BS "pie-in-the-sky". There are no prototypes and there is no manufacturing for this battery. No prototype and no manufacturing = no product and absolutely no idea of costs.

    3. Ridiculous comment No. 3:

    **After all, who needs a "smart grid" when there is actually less power to transmit?**

    You need smart grid to manage all of the new power sources; new power and storage INCREASES (not decreses) the need for smart grid.

    Based on the author's limited understanding of this sector, he is not qualified to write on the subject.
    Sep 01 13:31 pm |Rating: +4 0 |Link to Comment
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