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  • Five Top Solar Power Stocks  [View article]
    Yes solar is a growth industry. But this article is full of misrepresentation, halftruths, contradictions and mistakes.
    Apr 05 06:13 am |Rating: +7 -10 |Link to Comment
  • Solar's Dead Cat Bounce May Be Over [View article]
    This just came to me:
    source: Sankei Shimbun Japan daily:

    'Japan to include 2 trillion yen -20 billion $- in spending to mount solar panels on public buildings as part of a stimulus package to be announced in april.'
    Apr 04 16:17 pm |Rating: +4 0 |Link to Comment
  • Solar's Dead Cat Bounce May Be Over [View article]
    Actually, due to matching dollars for cells at half price, he is off by about a factor of 2000.
    Apr 03 16:46 pm |Rating: +3 0 |Link to Comment
  • Stimulus Package Stimulates Chinese Solar Sector [View article]
    Hey John you parked it in the wrong place.......I hope. This blog is about sunshine 'n clouds!
    Mar 26 16:00 pm |Rating: 0 0 |Link to Comment
  • Stimulus Package Stimulates Chinese Solar Sector [View article]
    yeah......... for some reason his negative posts always come up--just after you're in heavily..or when you're accumulating...
    creepy.
    Mar 26 15:55 pm |Rating: +3 0 |Link to Comment
  • Stimulus Package Stimulates Chinese Solar Sector [View article]
    +100k
    VERY late reaction GCL-sillicon, march 17 press release and they're hiring like crazy (always look at the job adds!), so of course it was simple.
    Mar 26 14:07 pm |Rating: +1 -1 |Link to Comment
  • Solar Targets Slashed as Demand Seen Dropping by 25% [View article]
    hmm:

    seekingalpha.com/artic...
    Mar 18 08:37 am |Rating: +1 0 |Link to Comment
  • Solar Targets Slashed as Demand Seen Dropping by 25% [View article]
    3.8 GW for 2009?
    FIT application data shows that much installed on German and French rooftops in 2009. (Since 2008, France has a FIT of 55 eurocents/kwh.)
    For this to be true, the rest of world demand: U.S., Japan, South-Korea, Italy, etc. etc would have to fall to zero in 2009.

    Just because hardly any installations take place in the winter you cannot extrapolate that.
    For instance as per CSIQ cc the first 2 weeks of march saw more shipment than januari and februari combined.

    FSLR and ENER are thin film players and they do hurt because of project financing issues; these panels have too low efficiency to be installed on rooftops.
    Mar 17 16:01 pm |Rating: +1 0 |Link to Comment
  • Why I'm Bullish on the Solar Sector [View article]
    France has just introduced new FIT for 2009 adding 5.5 GW of silicon PV panels. A 400x increase to 2020. To put this in perpective: its the entire production of a company like STP.

    The U.S. CAGR for solar PV will increase to 50% despite current liquidity trap.
    Nov 30 12:29 pm |Rating: 0 0 |Link to Comment
  • Expect Continued Drops in Solar [View article]
    FSLR lives and grows because of solar silicon shortage/high costs, which is extremely unlikely to continue into the coming silicon ages.
    FSLR growth is -at some point- limited by tellurium supply/price.
    Also FSLR faces enormous recycling and reclamation costs, which FSLR shadily books as ´sales costs´ into the future.
    From an environmental standpoint the last thing the world needs now is a cadmium-(re)cycle as a basis for energy supply.

    The silicon solar PV industry has a great future.
    Nov 29 11:56 am |Rating: +1 0 |Link to Comment
  • The Week That Solar Was Left for Dead [View article]
    Silicon PV stocks at present valuation are a tremendous investment opportunity.

    **news: France; new feed-inn tariffs 2009, to add 5.5 GW of new panels to 2020. (To put this in perspective, it is the entire STP production, guaranteed!!)

    renewableenergyworld.c...
    Nov 24 07:54 am |Rating: +2 0 |Link to Comment
  • China Solar Companies Slowing Production [View article]
    PV CAGR: 2009-2012

    China + greater Asia >35%
    Europe >40%
    United States: >50% ???

    renewableenergyworld.c...
    Nov 11 07:31 am |Rating: +1 0 |Link to Comment
  • SunPower, Solar Stocks Hit By Panel Price Prediction [View article]
    BTW if this is all the news you have from Valencia so far:

    ***Photon mentioned the likelyhood of compromise, a higher Spanish PV cap in the next FiT revision of 500-600 MW as opposed to your earlier reported 300 MW cap.

    ***IRDEP, Paris, France announced an int'l call by scientists for the accelerated worldwide deployment of PV known as "the Valencia Call for Solar PV" echoing the Kyoto protocol.
    Declaration so far supported by over 200 society personalities&cele...
    YOU (including [lol] you Eric) are invited to join the initiative&sign the call by sending an email to PVCall@enscp.fr
    Sep 04 07:42 am |Rating: 0 0 |Link to Comment
  • SunPower, Solar Stocks Hit By Panel Price Prediction [View article]
    So what?
    Silicon prices drop by same or even more next year.
    Very biased reporting again and again Eric.
    Sep 04 06:53 am |Rating: 0 0 |Link to Comment
  • Canadian Solar Swoons, Despite Beat and Raise [View article]
    nice summation jbde.
    Its a public secret si PV module lines could easily multiply output 10 X, without all too much capital expenditure (latest cell test machines, string assemblers, laminators and the like), this according to Roger Little, ceo Spire.
    Now lets hope LDK's poly plant will upstart fine, lets hope for more solar grade silicon in general.
    Best wishes,

    Aqua (long CSIQ)
    Aug 14 13:41 pm |Rating: 0 0 |Link to Comment
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