Jmichael's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/181063/comments http://seekingalpha.com/article/128407-barron-s-is-wrong-solar-offers-good-value?source=feed#comment-444907 444907 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.]]> Mon, 30 Mar 2009 08:01:14 -0400 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.]]> http://seekingalpha.com/article/100445-solar-stocks-are-now-attractive-again?source=feed#comment-284356 284356 Fri, 17 Oct 2008 08:41:03 -0400 http://seekingalpha.com/article/95493-as-timminco-shares-go-up-ldk-deal-raises-questions?source=feed#comment-255657 255657 Tue, 16 Sep 2008 07:46:22 -0400 http://seekingalpha.com/article/94608-thin-film-solar-will-grow-eightfold-by-2010?source=feed#comment-249208 249208 Tue, 09 Sep 2008 10:11:27 -0400 http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-238909 238909 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.. ]]> Mon, 25 Aug 2008 20:47:33 -0400 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.. ]]> http://seekingalpha.com/article/84404-temporary-market-bottom-3-solar-stocks-that-look-like-bargains?source=feed#comment-202582 202582
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. ]]> Thu, 10 Jul 2008 18:13:18 -0400
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. ]]> http://seekingalpha.com/article/76106-first-solar-large-intangible-assets-and-high-pes-go-together?source=feed#comment-164682 164682 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]]> Fri, 09 May 2008 08:02:52 -0400 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]]> http://seekingalpha.com/article/73752-those-bubbling-solar-stocks?source=feed#comment-155724 155724 Thu, 24 Apr 2008 08:05:01 -0400 http://seekingalpha.com/article/73087-solar-stocks-nine-that-will-shine-in-a-bull-market?source=feed#comment-154433 154433 Mon, 21 Apr 2008 23:01:47 -0400 http://seekingalpha.com/article/73087-solar-stocks-nine-that-will-shine-in-a-bull-market?source=feed#comment-153960 153960 Mon, 21 Apr 2008 09:23:59 -0400