jbde

Serious Questions About Canadian Solar

Everyone knows CSIQ is a China manufacturer - not news - not an omission.

For whatever reason CSIQ is performing and so is it's stock. You have to assume those who really know what is going on in the company and the industry approve.

Now let's talk TSL - the real winner!

The High Cost of Carry Trades and Their Impacts on the Markets

Where does the 'cost' to borrow a stock come from?
Broker fee?

I thought the only true cost was the liability to pay dividends to the new 'owner' who buys the shorter's sell.

The loaner gives up voting rights as they go to the new 'owner' of the borrowed stock sold by the shorter. That's no cost.

ReneSola's New Business Model Is Designed to Beat Wall Street

Why hold FSLR - they cannot get lower production costs as the wafer based PV makers. As companies like LDK are able to produce their own poly-si at $30/kg they can thus lower wafer prices to customers and greatly expand the market for modules at lower ASPs.

There will be a run on poly-si soon as China subsidies generate real business and bookings are made for modules for US project well in advance of installation as larger PPA based projects try to lock in low module prices.

The expectations of a turn will cause spot prices for poly-si to jump - as well as glass and aluminum for frames. China has been buying all the commodiites it can during the downturn and stockpiling to enjoy low costs as commodity prices jump [as they are starting to now].

As module assembly becomes more and more automated, wafer based manufacturers will achieve lower and lower costs despite aluminum and glass price rises [which will level off at some point].

Solar's Dead Cat Bounce May Be Over

Check your math - "STP almost 300% from 5 to 14" - might as well be almost 2300% - the correct figure based on the prices you cite is 180% that would be (14-5) / 5

LDK would be 81.3% not 70% so why not round to 80% instead of 70%

If the facts are wrong, then the conclusions are too!

Solar Stocks Rebounding, Is It Time to Buy?

LDK - SPWRA is their largest customer and produces bifacial cells and modules. Wafers will still be around and produce much more power in intense sunlight than amorphous thinfilm. Thinfilm is good for typically cloudy areas as it is good at converting diffuse light.

Canadian Solar: About to Be Eclipsed?

CSIQ is vertically integrated and has very low margins. What effect will there be if there are in fact lower ASP's in 2009. Such skinny margins could lead to losses real quick. Right or not?

I hold [and daytrade] LDK that was just upgraded. As a supplier of wafers and soon to be one [if not the] lowest cost producers, they are much better off. c-Si will be with us for a long time, and as wafer production costs drop, better prices can be had by module makers.

But can CSIQ still compete by making its own wafers?

Four Reasons to Expect a Solar Boom

borisb - what facts can you cite? If you make a statment at least have some facts to go with it, otherwise it is useless [this is a fact in itself].

European [and now even US and China] mandates for renewable energy are real and large utilities have no problem with funding projects.

www.getsolar.com/blog/.../

www.spacemart.com/repo...

www.matternetwork.com/...

Some Stocks to Research for the Market Rebound

Hey David, since LDK and CSIQ are 2 of your disclosed holdings - perhaps you should know its silicon not silicone.

" UMG polysilicone solar (a much cheaper alternative to multicrystalline solar). "

UMG is simpy the purity of the raw product - whether mono- or multi- crystalline. It's less pure, thus cheaper, than solar grade silicon. Mono- or multi- depends on how the ingot is produced. Mono is produced by growing from a seed crystal, multi is produced by solidifying molten silicon.

Has the Sun Set on Solar Energy Stocks?

jcordes - Polly is a nice name for a parrot and silicone makes a more realistic filling for breast inplants.
If you cannot get it right, why post?
try 'poly-si' or to be more versed, look up p-si and a-si.

Stocks go up and down.
When the whorehouse burns, the pretty ones run with the ugly ones.
And the whorehouse IS burning.
When the fire is out, the pretty ones have a better chance of 'employment' and the ugly ones wither away.

Good work Dr Duru - keep it coming

SunPower, Solar Stocks Hit By Panel Price Prediction

Lower ASPs means you reach a larger market - revenues expand at a higher rate provided you have the production capacity - econ 101.

Smart analysts factor this into their estimates. Solar is here to stay and when the US finally votes on the Renewables Bill, with increased solar tax credits by the way, the uncertaintly is removed and the demand floodgates will open.

What's Up with the China Solar Stocks

Stocks go up and down - most solar stocks have had nice moves from their recent lows prior to the past 2 weeks of earnings announcements
- with ENER left for tomorrow.

While a pause was exepected [and may be over this morning] the worries over polysi supply is waning [LDK increasing production forecast for example] and module makers will be able to ramp and push out more revenues at ASP's around $4 per peak watt.
Solar may be the only group with real growth [50+] in earnings and revenues as the economy falls off the cliff.
Where are you going to get your alternative enregy as more and more state and country mandates are being made?
If you do not like solar, then you might as well buy SBUX how smart is that when people will no longer pay-up for $4 coffe?

Canadian Solar Swoons, Despite Beat and Raise

Let's see, hmmm.
Stock was up 16% the day before [8/12] - due to supplier LDK's report
Ended on high of the day [8/13] after its report
Moving higher today [8/14] they said several times in confernece call that they purposely understate projections
Since i bought in at 26.47 on 8/5 - I like this kind of pounding
My target - 35 in this move [1 to 2 weeks], I hold 1440 shares.

CSIQ has low gross margins compared to rest of industry as they purchase doped cells from others - thus their value added is less.
While they build out polysci and cell doping lines, they have strongly ramped module lines and filling most of the capacity with components from suppliers. They said they will always have extra module capicity in order to meet dmeand spikes of customers by buying fininshed cells from suppliers. As they ramp polysci production and begin to rely more on their own wafers and doping, their margins will continue to expand as the percentage of in house cells increases over those purchased. Is such a balanced approach reasonable? It is more conservative, but also more stable as they can adjust module production to meet demand.

Solar Stocks: Cutting Back on Three Names

bzh1111 said "Stocks rallied with the Spanish proposal update"
when did this update occur - yesterday? do you have link?
FSLR reports today est. .58

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

All the doom-sayers can talk their book, but the fact still remains that solar is the fastest growing sector for pure plays [wind equipment is too fragmented inside companies such as OC and TRN].

So until there is actual PROOF of slowing demand, sales and eps growth, it is the best play in the market. The huge percentage swings also make it great for traders.

Sure there are huge cash needs to create capacity to make solar meaningful and this is happening. Same talk surrounded PC makers back in the 80's - who would buy these things? IBM was the 600lb gorrilla. The industry blossomed and consolidated as will solar.
So disparage if you wish, the bears have proven to provide good entry points for long term holders.

Go to Yahoo Finance and see the institutional and fund investors who are committing funds - think they have done their homework? For an exercise, find where Goldman Sacks has invested.

Disclosure: trade puts and calls on LDK - long at the moment