sirfisup's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/192677/comments http://seekingalpha.com/article/173163-solar-market-declines-for-first-time-ever?source=feed#comment-758373 758373
The world economy just about when off a cliff and you have to rehash what most of the world already knows.

What drives me crazy is how dumb the author is in declaring that solar production is below 2008 production.

Its moronic to post such garbage when world financing when into the toilet.

Please find some other subject to write as your feeble attempt to tell all in the solar space that production is off from 2008 levels is just absolutely ridiculous. ]]> Fri, 13 Nov 2009 08:36:57 -0500
The world economy just about when off a cliff and you have to rehash what most of the world already knows.

What drives me crazy is how dumb the author is in declaring that solar production is below 2008 production.

Its moronic to post such garbage when world financing when into the toilet.

Please find some other subject to write as your feeble attempt to tell all in the solar space that production is off from 2008 levels is just absolutely ridiculous. ]]> http://seekingalpha.com/article/162881-picking-solar-energy-winners?source=feed#comment-715019 715019
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.]]> Wed, 14 Oct 2009 11:17:24 -0400
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.]]> http://seekingalpha.com/article/126107-chinese-lawmakers-new-renewable-energy-policy-will-benefit-solar-companies?source=feed#comment-427606 427606 Mon, 16 Mar 2009 11:07:24 -0400 http://seekingalpha.com/article/124947-could-pv-go-the-way-of-toasters?source=feed#comment-424937 424937
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. ]]> Fri, 13 Mar 2009 15:28:05 -0400
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. ]]> http://seekingalpha.com/article/119280-a-tale-of-two-suntech-powers?source=feed#comment-380908 380908
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". ]]> Mon, 09 Feb 2009 10:03:15 -0500
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". ]]> http://seekingalpha.com/article/109877-suntech-power-now-a-takeover-target?source=feed#comment-326271 326271 Thu, 11 Dec 2008 09:38:19 -0500 http://seekingalpha.com/article/109877-suntech-power-now-a-takeover-target?source=feed#comment-324927 324927 Tue, 09 Dec 2008 15:47:05 -0500 http://seekingalpha.com/article/106732-three-solar-picks-that-should-thrive-even-with-reduced-subsidies?source=feed#comment-310046 310046 Wed, 19 Nov 2008 13:12:06 -0500 http://seekingalpha.com/article/106509-four-chinese-solar-stocks-under-threat-from-pollution?source=feed#comment-309301 309301 Tue, 18 Nov 2008 17:06:08 -0500 http://seekingalpha.com/article/94378-solar-s-brightest-companies-named-sector-outlook-is-dim?source=feed#comment-248299 248299 Mon, 08 Sep 2008 10:51:05 -0400 http://seekingalpha.com/article/93883-sarah-palin-wall-street-s-candidate?source=feed#comment-245529 245529
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. ]]> Thu, 04 Sep 2008 12:40:27 -0400
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. ]]> http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-244452 244452 Wed, 03 Sep 2008 10:28:41 -0400 http://seekingalpha.com/article/91921-solar-stocks-after-earnings-suntech-up-renesola-down?source=feed#comment-235555 235555 Thu, 21 Aug 2008 09:53:29 -0400 http://seekingalpha.com/article/86009-even-persian-gulf-states-are-moving-to-coal?source=feed#comment-226685 226685 Sat, 09 Aug 2008 09:19:12 -0400 http://seekingalpha.com/article/84830-canadian-solar-the-next-solar-takeover-target?source=feed#comment-205058 205058 Mon, 14 Jul 2008 09:46:00 -0400 http://seekingalpha.com/article/60108-will-u-s-recession-lead-to-solar-depression?source=feed#comment-203434 203434 Fri, 11 Jul 2008 20:31:27 -0400 http://seekingalpha.com/article/77043-my-top-5-alternative-energy-stocks-and-10-honorable-mentions?source=feed#comment-167020 167020 Tue, 13 May 2008 15:56:51 -0400 http://seekingalpha.com/article/77043-my-top-5-alternative-energy-stocks-and-10-honorable-mentions?source=feed#comment-166994 166994 Tue, 13 May 2008 15:08:45 -0400