sirfisup

Picking Solar Energy Winners

I am scatching my head regarding the advantages of TSl versus STP.

Foe now TSL is better positioned only because it is the smaller of the 2 comapnies. As far as the technology is concerned how can anyone compare the two companies. STp far outclasses TSL in every way.

TSL is only benefiting bases upon its size but will not be able to compete long term when the market changes and the demand is driven by large scale utility projects of which STP will leave TSL in the dust.

If you ask me TSL is heading back to $15 sooner than later and the optimisim for a company with no technological advantages is IMHO a bit far fetched.

Chinese Lawmakers' New Renewable Energy Policy Will Benefit Solar Companies

What you failed to mention in your comparison of Yingli and STP is that STP has a huge advantage over YGE in the technological advancements it has already made with their Pluto Technology and is already working on 2nd and 3rd generation amorphous silicon solar cell advancements of which IMHO will position STP well ahead of YGE and matter of factly will leave them in the dust. STP is a much better positioned company regarding product diversification and is far better positioned to resume significant growth as they now are well positioned for larger scale utility projects. STP ownership made only one mistake and perhaps it will not be the impediment that most people think and that was to negotiate long term silicon contracts and when the economy went south had to write down their losses which were principally overinflated payments for raw materials. Fact is that STP did the smart thing and came up front and center unlike LDK which likes to decieve its stockholders as witnessed by their massive losses in 4th Q and very poor 1st Q forecast. STP also added to their cash position and is being conservative with Capex so that they will meet their debt obligations. Fact is that STP's diversification with BIPV thin film and increased cost efficiencies through Pluto will make it clearly the most cost efficient PV company in China and will ultimately be the lowest cost per watt producer of panels as solar cell efficiencies improve and raw materials remain at their current prices. When and if prices for raw materials inccrease which many people feel will happen with rebound in technology sector for silicon demand expected in 4th Q of 2009. Either way STP will benefit from new reduced raw material contract pricing for silicon and if silicon demand increases STP will be miles ahead from their competition because they have secured long term contracts while competitors will have to pay a premium for silicon when spot prices spike. Don't discount STP's ability to navigate through these troubled times and when the business climate should change I expect STP to be well positioned for the world adoption of solar as cost per watt continues to plunge and solar becomes more cost efficient than coal.

Could PV Go the Way of Toasters?

Innovation and improving cost efficiencies along with low labor costs are the driving engines for solor growth worlwide.

It is comical to think that STP is not investing a significant amount of R & D to further improve solar efficiencies and their management team is light years ahead of many other solar PV manufacturers.

Additionaly STP has a very diversified product mix and is more diversified IMHO of any large PV manufactuer.

The capex reduction in 2009 is nothing unusual considering the world recession and oversupply of panels however the 4th Q writedowns were more closely related to STP's polysilicon contracts which were higher than spot market prices.

STP has since renegotiated contracts with their main suppliers and will benefit considerably as the weaker hands in the Chinese PV business are either driven out of business or taken over by the larger players. IMHO it is more likely that the bigger Chinese solar players will not come to the aid of the smaller companies and will be the direct beneficieries as more and more companies will want to do business with established companies who can ensure thet prices and warranties will be enforced.

Its just a matter of when the solar industry will trend up again and most anaylysts see 2011 as the breakout year and we all could see some significant increases in world demand and should be near or close to grid parrity.

The analogy of toasters is bit far fetched and with silicon prices continuing to fall it is more likely that a company like STP with huge labor cost advantages will actually be selling their panels which are more cost effient and power efficient at lower costs than FSLR who for the moment are the market leaders in avg cost per watt but for how long they remain the leader is the bigger question. I wouldn't underestimate the power of the Chinese economy and unlike the US the Chinese need for renewables will far outpace the US demand and will surely benefit the Chinese solar manufacturers and a company like STP will have the most to gain when prices reach grid parrity.

A Tale of Two Suntech Powers

Too bad that you didn't do enough research regarding the shortage of uranium in the world.

The sun is our greatest source of energy along with geothermal and once they can both be harnessed they will pay much higher diviidends than nuclear power and will give the human race something of which you didn't bother to mention, "Peace of Mind".

Suntech Power May Have More Downside, But Some Solar Companies Look Oversold

As usual you are following the crowd of analysts who have never been right regrading the prospects of solar.

2009 will be a big year for US solar incentives and its all about the future visibility of the market that will drive the PPS.

Amazingly there is no foresight at all in this persons opinion regarding the incresed adoption of solar and the creative means of which are being introduced and approved for the residential market (Tax Receipts) to pay for the purchase of solar panels.

With the entire world in a recession it would seem as if this fellow is trying to tell us something that we already know and it is without question that there will be some major hurdles to overcome in 2009 however what is not said is the continuing reduction in the overall cost which will further increase adoption rates and the technological advances which have been made.

If you were to follow the analysts it is more likely that you will fall over the cliff as lemmings do. Dr. Shi daid that he anticipated a better 1st Q in lieu of projects being pushed back in lieu of financing issues and the fact that STP reported better than expected revenue for 4th Q could indicate that the margin suppression that has severely affected the industry is about to improve.

I expect further renegotiating of poly prices and we should see some positive news from STP regarding their contracts and it will probably be addressed during their earnings conference call.

Being the largest PC module manufacturer still affords STP some major advantages and because they are one of the largest Chinese exporters of product it is more than likely that the Chinese govt. will increase their public works spending and that STP will be one of the biggest solar beneficieries.

Suntech Power: Now a Takeover Target

The convertable notes are seen as a drag on the PPS however STP has stated that they are investigating all options as to how to deal with the convertable note issues. During their earnings CC STP said that they have very strong backing of Chinese banks and have sufficient lines of credit that they can draw from. I agree that the debt ratio is not favorable and that it will be a concern heading into 2009. The silver lining here is that STP recognizes that they need to come up with a solution as to how they will deal with the debt when its called in and have said that they are working on the solution to deal with this issue. It is of course Dr. Shi's best interest to calm the analysts views and provide a viable solution that will be met with positive sentiment from the investors and investment community. I suspect that STP will provide some answers as to how they will deal with this problem and it could be that they will either have a common stock offering that would IMHO not be in the best interest of the comapny as the markets are full of sellers and very few buyers however we could see some venture capital come to the aid of STP or we could see a loan from the Chinese govt of which could be derived from the $586 billion stimulus plan. The company has already stated that they are working on renegotiating their silicon contracts and plan to shelve expansion in 2009 which will save the company close to $100 million dollars. Hopefully within a few months STP will have an answer to to this concern and if the remedy is rec'd positively we could see some major upgrades and we could see a major uptrend as alternatives should see a resurgence to 2007 growth levels in 2010. The trick of course is to see how STP weathers the storm in 2008.

Suntech Power: Now a Takeover Target

The notion that STP is for sale is ridiculous. STP's Dr. Shi has very ambitious plans to be the largest solar cell company in the world and has been tight lipped about its thin film plant which will be operational by end of 2008. The thin film plant is projected to produce 50 MW. I know that Dr. Shi and Dr. Wenhem have extensive non-crystilline expertise as evidenced by their success of selling Pacific Solar which has patented CSOG technologies. I suspect that Drs. Shi and Wenhem are both working on 2nd or 3rd generation thin film. Funny that STP has been very tight lipped about what there R & D team are cooking up in the labs. It is also important to note and not to be overlooked is STP's collaboritive effort with UNIV of NSW regarding research of thin film technologies and although they are not the only company that shares its resources they are the biggest contributor of grant money than any other solar company with ties to the UNIV. The economic market contraction within solar is creating the perfect storm for solar innovation and R & D investment and I am hopeful that we will learn of some greater thin film conversion efficiencies in 2009 for I truly believe that STP has something major up their sleeve. Solar is now more attractive than ever with all of the tax incentives and feed in tarriffs that are in place and we should see more incentives as Obama makes alternatives a key part of his stimulus package. You would have to be absolutely nuts to sell your company when you are on the verge of 40% annual growth. Certainly 2009 will not be a banner year and many solar companies will struggle to survive however with continued conversion efficiencies, innovation and lower raw material costs it appears that those who do survive beyond 2009 will experience the greatest growth beyond their wildest imagination.

Three Solar Picks That Should Thrive, Even with Reduced Subsidies

This credit crisis will be short lived in the US. I expect a major stimulus package to be enacted in the first Q which will be in the neighborhood of $500 billion I also expect a mortgage rescue plan to be enacted and that funds to accomplish this will be from the remaining $350 billion of the unused TARP. In addition Obama will invest heavily in green technologies and will further spurn solar with new feed in tarriffs which are common place in Europe. Obama will make alternative energy more of a collaborative effort with Europe and the emerging economies and we could see a major resurgence in the solar sector which will make this downturn look like a small blip. Let us not also forget that China will be providing more concrete details as to how it will invest their own stimulus package of $560 billion. The details concerning China's stimulus are expected in late November and could include some significant benefits to the Chinese solar industries in the form of added subsidies that may be targeted to the rural areas of China where electricity is still non existent today. This doom and gloom is greatly excaberated by the price of oil and this too will come to pass. OPEC continues to cut production and the production costs in the US are still too high for it too be considered as a future viable option. The US with only 3% of the worlds reserves needs to adopt a policy of which will be less reliant to Middle East Oil and I do believe that this transitional period that we are in has hurt the solar industry and that the constant negative news is keeping investors from enetering the market until the new President and his administration take office.

Four Chinese Solar Stocks Under Threat from Pollution

The author is not making any sense. The cap and trade scenarios that will eventually be enacted into law by the US goverment in an Obama administration will likely follow suit in China. The author has the horse in front of the carrot and his logic is so way off key that you would have to say that this same thinking would advance the sale of SUV's and Hummers. Please use some common sense logic. Pollution created by fossil fuels will eventually be replaced by greener technologies and China has already made a committment to renewables and wind to date has been the biggest benefactor however solar will soon be at the door step to receiving added subsidy help from the Chinese goverment especially in the rural areas of China where electricity is non-existent. As the world turns to greener technologies the world's atmosphere will improve. You can bet that the US will have a cap and trade policy for coal and that China will also follow suit sooner than later. Your argument is a ridiculous one. It is truly amazing how brazen people have become with the drop of oil prices. 6 months from now growth will resume at its annual pace and with it will come $100 oil and renewed enthusiasm for solar investment.

Solar's Brightest Companies Named; Sector Outlook Is Dim

The writer is can't make up his mind as to whether he is for or against the solar industry and makes a poor argument from both sides. To say that the PPS of solar companies dropped as a result of one conference is laughable. The expansion of alternative energy continues to gain momentum and I wouldn't be surprised to see Spain rethink curtailing its feed in tarriff policy for solar after Russia's recent invasion of Georgia. Secondly the oil ministers of OPEC recognize that they are in the home stretch of securing ridiculous profits and are only concerned about reshaping their own economies when oil is no longer the world energy of choice.

Sarah Palin: Wall Street's Candidate

Look I am a republican and believe that anyone regradless of race has the opportunity to be a success in the US and with that said I do believe that Ms. Pailin will make a very formidable adversary to the democratic ticket.

What I will say now is that you are either on drugs or in need to wake up from your dream. Oil prices will never abate to $30-$50 a barrel and that is just pie in the sky dreaming.

I read your article and found your enthusiasm to be genuine however you are unrealistic about the state of oil prices and need to come down to earth.

Three Reasons Solar Sell-off May Be in Early Innings

You are a moron. Silicon prices are headed way down and in 2 years time grid parrity will have already been met in countries like Spain and Italy. Solar panel prices are headed down in lieu of lower silicon costs and better solar efficiencies. The price of oil even at $80 a barrel if it should make that far is still twice as high as almost 2 years ago. I suggest that you take your brains out of your ass and stop smoking crack for the basis of your article has absolutely no merit.

Solar Stocks After Earnings: Suntech Up, ReneSola Down

David you have it wrong. STP is the big fish in the supply chain. Suppliers have benefited solely upon the fact that silicon has been hard to come by and the prices have remained high. Silicon prices are expected to come down significantly and what you don't know is that STP has a game changing technology called Pluto which can convert low grade silicon to higher grade silicon of which will further reduce their costs and drastically improve GM's. When silicon is abundant in 2009 Renesola will have to scramle to keep its GM's up for the big fish in the market place will be able to negotiate even better terms than currently exist. Don't get me wrong Renesola will have significant growth in 2009 but without question they will see their GM's drastically reduced from their current levels and that will put pressure on the stock for the silicon business IMHO will be more commoditized than the PV business and in the end it will be the end product manaufacturer who will be the big winner. This is the reason why the large PV manufacturers will have the upper hand in 2009 and 2010 and why STP is in a much better market position with already having contracted for 900MW of silicon for 2009.

Even Persian Gulf States Are Moving to Coal

I am laughing at the short term fix. Coal in the US will in the near future will have more restrictions and the green movement is here to stay and for now coal is popular in emerging economies simply because it is cheap and plentiful at the moment. I have no doubt that coal will go by the way of the dinousar and its inevitable especially in the US that it will face more and more restrictions and will eventually be extinct. Alternative energy is here to stay and for the moment has taken a minor setback. Silicon unlike coal is more plentiful and makes up one third of the earths natural resources. Silicon because of its recent refining scarcity has slowed down production because of price however that will soon change and with solar cell efficiencies improving it will be head and shoulders a better alternative to coal which for now may be the cheapest alternative but without question is the most harmful to the environment.

Canadian Solar: The Next Solar Takeover Target?

Analysts are not concerned about STP's growth curve for China will be there biggest market and they haven't even begun to ramp-up sales there in a big way. STP also has the lowest contract pricing of any Chinese solar for polysilicon so its growth rates will no longer be impeded as they were before. In addition to their PV and solar cell business they have thin film BIPV which in time will represent the greatest market potential for commercial and residential adoption and is more likely to see major innovation. STP will be more interested in aquiring any company with disruptive technologies of which can be integrated into their solar products so you are correct that STP would like to expand their business but purely from a R & D position for CSIQ does not offer STP any added innovation and therefore would not be considered a viable takeover candidate.