Jmichael

Barron's Is Wrong: Solar Offers Good Value

FSLR is a bloated stock right now. Businesses everywhere are struggling to stay in business and solar is no longer a project being considered. Many customers have cancelled not because they can't get a loan, but because business is getting worse while taxes are on the increase.
The residential market is just as bad right now with many cancelling their approved projects with rebate because of job loss or lack of job security. The commercial market is going to implode over the next 12 month and solar isn't going to to flourish for a few years.

Solar Stocks Are Now Attractive Again

I'm not sure your qualified to project one year target prices on the sector. You state that those which are "compelling" are trading at 30% discounts to their peers and give target prices at levels where they were just three weeks ago..For example why would LDK be given such a low valuation. There has to be legitimate risks involved in their future projected numbers which are way too low. LDK doubled earnings expected by the street last quarter. What stock trades at a legitimate forwared P/E of 4 which has just raised it's 2009 revenue projections 20% and continuously beats it's projections. Oil prices going lower will never lower my electric bill on my home or my small business which costs me over 40k per year.

As Timminco Shares Go Up, LDK Deal Raises Questions

Worthless rag and author.. The financial media will dig their own grave just like all the major networks. The tittle of this article makes it look like the credibility of LDK is about to be questioned. It seems as if someone is being paid to try to keep a negative cloud around one of the fastest well funded growth companies out there. It is comical that the author takes a page out of asensio's short hype statements about fake contracts being announced.. It';s almost ebarrassing to see the desperate media publish them. These people are either being paid off, or they are so hard up for something to write they have to make it up.

Thin Film Solar Will Grow Eightfold By 2010

Unfortunately the life span/efficiency of thin film is a quality issue and takes away from it's cost advatange. LDK already earns more per share then FSLR and once poly production starts expect LDK's margins to rival the beloved FSLR as they will be the lowest cost producer of POLY in the world. The street will wake up soon to the real winners in the industry if it isn't doing so this very moment. FSLR is grossly overvalued at 200 per share. Be careful of

Solarfun's Huge Run: Time To Lock in Solar Profits

The Chinese government is working with YGE to form a new entity to build China's first solar power plant in Bejing. Bejing is where the olympics were held in case the author hasn't kept up on the news lately. If this recent development isn't confirmation that China is supportive of solar development and use in it's country then I don't know what is. Usually they start with one, and you know the routine. I can't imagine how many power plants the Chinese will build if the project is successful. China most likely will have thin film solar from LDK's sister company Best Solar.
LDK's has proven itself beyond anyone's expectations and I would expect more shockwaves sooner then later. I just don't see the short argument here.
I commute to work 20 miles round trip. I'm going to have solar on my home and plug in my Chevy Volt overnight by the year 2010. I will no longer be supporting the transfer of wealth making our enemies wealthy for pulling something they don't own out of the ground.
S+P downgraded a stock because they are unsure of LDK's ability to produce poly as are many analysts. It seems almost criminal to have clients sell their shares based on this reasoning. I would put my faith in LDK's customers who have signed on for the long term and take LDK's execution to date as a sign of things to come. Do the numbers folks.. Either LDK is lying, or the street is holding back because they haven't scared enough of your shares from you yet. 3 billion * current margins of 25% divided by 106 million equals a lot of earnings.. margins are expected to go up significantly with poly production..

Temporary Market Bottom? 3 Solar Stocks That Look Like Bargains

"This is the worst biased article I’ve read about solar. This industry, at this time, won’t survive without government subsidies."

This is the big short argument on silicon based solar companies. What happens when silicon drops 25% 50% 75% of it's current cost. I would be more concerned about that then goverment subsidies running out. Subsidies should adjust to production costs until they are gone.

First Solar: Large Intangible Assets and High PEs Go Together

I'm not sure if FSLR is overvalued. What I am sure about is how serious the Chinese are with their alternative energy development. I can't see putting my investment dollars in FSLR when LDK sits waiting to potentially explode to fair value. Looking forward if I owned First Solar I would be watching for the next IPO which already has over 1 billion dollars of AMAT equipment ordered to produce thin film panels.
The whole benefit of solar for me personally would be to have my own system someday. Being an American, I don't care if there is a solar farm down the road generating my electricity if I still have to pay someone else for it. I want my own system. I want my Freedom. Thin film will not be efficient enough to power my Mansion. My roof is only as big as my house. Just ask Al Gore.. : 0

Those Bubbling Solar Stocks

Do they just let anyone write incorrect info in this forum? Your data is is wrong. You must be short.

Solar Stocks: Nine That Will Shine in a Bull Market

Shorty doesn't know squat. Cost of solar. I guess it depends on how much it's worth to you. I live in a Toll Brothers community of single family homes. My neighbor lives in a 4000.00 square foot home with a perfectly southern faced roof which currently holds 54 silicon based solar panels. His out of pocket costs were 28,000.00. System cost was 78,000. In his first year he sold approximately 2800 dollars worth of energy credits. His break even is less then six years. His system also covers his average electric bill of 225$ per month. If you have money and a family and live in the suburbs a solar system is already a good investment with the rebates.

Solar Stocks: Nine That Will Shine in a Bull Market

I hear the thin film vs silicon argument often. Most are thinking thin film will win because it can be used in building products.. There are billions of existing structures and most people aren't going to rip down their exterior walls to put a solar exterior on their buildings(corporate or home). The angles of existing structures(90degrees) will signigicantly lower efficiencies of thin film. Plus you'll have a wiring dilema. And as far as glass goes.. If you want to see out the window without getting a headache I'd say thin film in building products is a long way off from accepted reality. It would be very costly to replace old glass for solar glass.