jbde

Trina Solar: First Solar Won’t Be Low-Cost Leader for Long

As I have stated in prior posts - FSLR has 2 problems, cost reduction of raw materials and higher cost of installation.

As you note Si costs are going down and can continue. FSLR input costs have reached bottom and only efficiencies of production remain - and same production efficiencies are afforded to Si cell and module makers.

Soon installation costs will dominate - land [roof] area, support frames and module frames and glass not to mention transportation costs of more materials. Since thinfilm is less efficient, it requires more of all.

FSLR's competitve advantage is slipping away - it's just a matter of time.

What of CSIQ - it seems to have been only p-si module make to have posted real profits???????

Are Clouds Over the Solar Industry Dissipating?

Yes - demand will return as ASP's stabilize.
Spot prices are just that - SPOT - suspect price others tout
Cannot buy in volume at spot prices.
When demand comes back and 'spot' prices jump, will that be quoted as indication of wildly high selling prices again?

Low for solar stocks may well have been seen - 'smart' money starts accummulating positions early - that seems to be now. Shorts got squeezed and 'real' buyers should be back in in force on next up move. LDK for example. also JASO, CSIQ.

LDK going into power projects with Q-Cells is certainly an interesting move - create your own demand! Buy around 10 for easy 50% move to above recent highs.

Solar Stocks: Testing the Uptrends

Based on LDK's huge volume strength and the fact that they are not delaying the ramp of poly-si plants, they will eventually become the low cost wafer producer and will gain mkt share. May be too early to chase, but I sold over 14 and will be buying back around 20dma - 10 or so - if it gives the opportunity. Look for bottom next Tue or Wed - seems typical after options expirations.

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.

Four Chinese Solar Stocks Under Threat from Pollution

All the more reason to convert to solar and reverse the trend. They have cheap labor and can solve their own problem. Anyone who thinks solar is going away is a fool.

As for stocks, people panic and prices get crunched - start scaling in, at the first hint of growth watch oil prices soar and all will be right - again.

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

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?

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