Van Gastel

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.

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