Jmichael

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..

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.