jbde

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!

The Honeymoon Is Over: Gauging the Market with an Obama Presidency

C.S.- what about SunPower, they use c-Si and in huge volume - their kicker in bifacial [ability to use backlighting - reflected or diffuse]. They achieve this by photolythography [CY - as in etching circuits] to apply BOTH + and - pickups on the backside. Since the metal is very narrow, the exposed Si enables the additional PV conversion. This is all opposed to other wafer users who place one pickup on the face of the wafer and the other on the back. SPWRA is a long time player in PV and well fixed in CA with commercial and utility scale customers. The CA defeat was for an extension, thus doe not effect mandatesfor the near future [2012]. Isn't LDK a bif supplier to SPWRA?

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

While the Solar Sector Bottoms in the Near Term, LDK Solar Stands Out

"and on September 3 LDK Solar delivered approximately 550 MW of multicrystalline silicon wafers to Solartech over a five-year period."

What a strange statement - time machine involved here?

LDK, SOL, HOKU, REC are ones to watch for solar growth as they are pure plays to wafers.

One question - will the a-si guys eventually win out with their lower cost 'printing' processes? FSLR, ENER, Nanosolar.

Do the 'ribbon' makers have a better production scheme? ESLR

As c-si is currently the volume production leader, will they set the pace as more poly-si production comes online and thus wafer prices begin to drop as market continues to expand? Still good for LDK as revenues and eps outpace dropping ASPs.

Three Reasons Solar Sell-off May Be in Early Innings

This one really hit somes nerves.
1) who can find another industry growing faster?
2) markets and stocks go up and down
3) there's a time to be short and a time to be long - both work
4) when the whorehouse burns the pretty ones run with the ugly ones
5) If O wins, all stocks get slaughtered to lock in cap gains rate

Solar and Oil, Part Deux

What do you say about 2 stocks with very low PEs [08 est], especially on 2009 estimates? CSIQ [10.3, 7.6] and SOLF [15.5, 10.6] ?

LDK supplies both with wafers, thus as LDK's production continues to ramp above expectations, it is providing more [than estimated] wafers to its customers. So if they can expand their production lines at a faster rate, they will show better than currently estimated revs and eps.

Now that SOLF has cooled from its massive pre-eps run, it is poised to move again - and has the revenue growth and earnings growth to back it up. Remember - all of their figures are in RMB not $ and I used a rate of 7.5 in pe calculations.

CSIQ is much more interesting as its major criticism is its low margins. Good news is that it has gotten a handle on costs related to locking in its supply chain. Even with this accomplished however, the markets still tend to relate negatively to CSIQ's habit of being extremely conservative in its estimates.

CSIQ had a strange day last Friday bucking the trend, but continues to bounce off its rising and supportive 200dma. Technically it is getting pinched by the declining 50dma and something has to give - soon! A solid close above the 50dma should propel a breakout confirmed by a daily close above 33.24 and a weekly close aboe 33.58 - just not this week.

Here's a different play - who makes the assmebly line equipment for doping wafers and module assembly? If there is a pure play, its revenues are indicactive of industry capacity growth.

It's the old pick and shovel play.

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 Rises 10.8%, Renewable Elec & Biofuels Up Also (Week Ending 5/16)

SOLF - their listed eps estimates are in Chinese RMB not US dollars. Their 'PE' is thus appears mistated [too low] by a factor of 7.5
Sites like Yahoo Finance etc. do not indicate the currency of the estimates and thus are misleading - they MUST correct this. SOLF is due to earn 15 to 19 cents this quarter tp be reported before the market open on Wed May 21st.