Van Gastel

Opportunities in the Wind Energy Value Chain

You should definitely have added Hansen Transmissions International, traded on the London Stock Exchange, with new major facilities in India and China, originally Belgian company, gobbled up by Indian turbine manufacturer Suzlon, pretty good prospects.

The Sweet Smell of Solar Values

Great tip on Systaic. What a lovely company, even though car roof solar systems are a bit "science fiction" at this moment, with this company you get these "Robinsons" for free. They are also the frontrunners in the consolidation wave going on in Germany. Come out of a recession in as great a shape as they are, only leaves one wonder what's ahead. Technically the picture is great for a big jump within days or weeks.

A-Power Energy Generation Systems: Headwind or Tailwind?

Great article. Just wonder why you had to wait for the stock to come down this far to post the article? You seem to understand the market, and have followed it for longer than just last week. Why weren't you writing about their problems when the share was moving up like a rocket?

Oil Prices Indicate the Bear Is Alive and Kicking

Nice take, kind of confirms my thinking, although I'm more of expecting a double dip, not a further decline below 42, of which you are so "quite sure". I've sold off all my energy stocks (solar and wind) yesterday after the recent huge gains and expect to come back following the proven "leave in May and come back in September" strategy.

Want Solar Panels? China Will Pick Up the Tab

You can talk this up as much you like, there are no details, no timing. The report is too good to be true, it doesn't even make much economic or environmental sense, so it will turn out to be just that. It almost looks like "the plan" is only intended to make the solar companies fat, to create this shareprice runup. Now it's just waiting for who is going to head for the exits first, for any reason, general downturn, this or that "worse than expected", falling oil prices, taking profits etc. Volume simply indicates that we have a near term top, an overreaction, which will eventually be corrected, so move with extreme caution.

Solar Grade: A Silicon Revolution

Great article. Eagerly look forward to your next article.

Like mistermaumau I see this rather as validating the silicon solar panel technology, not really a traditional paradigm shift as it is not a new technology replacing another. Makes the outlook for FSLR look very bleak, so why do they still get these high ratings.

Also my comment on the oil prices. The "falling" oil price (very relative) is seen as tempering demand for panels, but all I really see is shipping costs for panels from China coming down...

Regards

ReneSola: Secondary Offering Pressures Shares

As usual American investors seem to be oblivious to what is happening over here. In London, Renesola is down 14% and on the NYSE it opened up a couple of percent. If there ever was a hedging opportunity. Hello, sell while you can. NOW..

Why I'm Not Cutting Back Trina Solar before Earnings

I have a large position from 44 USd a couple of days ago. The action over the last few days tells me that we're ready to jump into hyperspace today.

BUT I also think it will be the last leg for most of the other solars before they head back to the caves into hibernation for the next earnings season. All the news is out now.

BR

Solar Again Under Attack

I meant 63% up from 63€ at the close the previous day.

Solar Again Under Attack

Another baseless article, bad and baseless call to short on a very bad day.

In Germany all the solar shares are well up after Bosch announced it would buy Ersol, one of the larger German Solar players. Ersol is up 63% to nearly the bid price of 101€, from 63% at the close. Ersol, the second biggest solar cell manufacturer had a market cap of 3.6 Bio €, only after Q-Cells (comparable to first solar with thin film), which has a cap of 8.4€.

It was obvious to me that Ersol was lagging because of competition from our Chinese friends, even though they never even mentioned it.

Hold on, this could be the beginning of a bigger wave in consolidation.

Short this at your peril.

Marc

Canadian Solar Should Continue to Head Higher

Hello guys,

From Belgium.

No share profit taxes at all, unless you do more than 100 deals a years, in which case you'll be paying income tax as you''ll then be regarded as a professional. Ridiculous! Helps me keep my number of transactions low.

But EU regulations are coming in to spoil that party from next year onwards with steadily increasingly higher stock trade profit taxes.

Canadian Solar Should Continue to Head Higher

Hi,

Solar millennium it's called.
www.solarmillennium.co...

Interesting concept, more like a solar energy plant. it's just rotating reflective panels with a hot oil system in the focal point, which produces heat and in turn generates a turbine. An energy storage system is connected to it. Their systems are built large scale in Spain. Quite expensive it seems and funded with EC money. Their stock is on the German Xetra market.

Seems I was wrong on your 3 USD. Sorry. Means 60 is even likely, but perhaps with bumps along the way.

Jack, read your oil share report. It's fabulous, but over here in Europe I would be subject to heavy, likely double taxation of foreign dividends (dicki beware) ... I may have around 6% left of the 12%, and have currency risks, so for me it's not an option.

Canadian Solar Should Continue to Head Higher

Hi Dicki,

CSIQ 3USD, that is very speculative between 2 and 2.5 is very optimistis...

Oil under 100 not impossible but a "fall" in the oil prices to even say 105 could just provide the right excuse. At this level, all that is needed is an excuse to run for the exists.

PS German (or any other European, and even a bit less, US, see Akina for a stock that manages to grow administrative expenses faster than sales in this boom period) competitors of these Chinese companies are just dead in the water IMO, especially Ersol, and the price action proves it. It would be nice to say what Jack Yetiv would say about Millenium Solar.

Canadian Solar Should Continue to Head Higher

Thanks for the info, but your conclusion and advice to get in after a jump like that is a possible suicide recommendation, unless you're in for the longer run (say six months). The key question after a run-up like this is, who will head for the doors first.

My advice: you missed the opportunity, walk away and look for something where you can act before, not after the fact.

Read Jack's advice on Trina. Jack Yetiv is the genius who hit the nail on this stock BEFORE the fact, which convinced me and many others. jack got out at 24, which once again proves that it's much harder to decide when to get out than when to get in. I think we need to look for some exaggeration on the upside, e.g. forward PE of 30 at around 60USD, before we move back along a steep curve to around the mid twenties (e.g. on falling oil prices).

Solar Symbiosis: Making a Clean Break

"It is the only energy source in the world that is primarily free at its source and universally available to consumers."

I know you quoted that from another source, but it seems to me that wind is the other part of the environmentally friendly energy equation. I am heavily invested in solar, particularly from China, but I believe wind belongs in the same portfolio and should certainly not be overlooked in an article like this for its ability to produce energy on a larger scale, day and night, particularly in wind parks.