mistermaumau

7 Comments

    • ON: Mon Sep 1st 15:17 PM
      Commented on:
      Solar Breaks Oil Price Dependence
      Without reference to any particular comment, I feel American investors need to remind themselves that solar's future is for now quite independant of US policy despite that being a major issue for investors to base their decisions. Many countries have taken decisions to preempt future problems with a total disregard to US decisions, oil price, oil supply and other factors that could be said to impede on solar's growth, why? Because ultimately oil will run out and ultimately other sources will have to take over and all that is installed now will be present and working. What the naysaysers never give credit for is that these initiatives in renewables are in fact prolonging the life of oil and allowing them to continue their hard to break habits that much longer.
      To change people's habits subsidies are sometimes needed otherwise no-one would ever want to implement technology that is just too much of a change for individuals to carry out alone. Some criticise these subsidies but they don't remember any of the other areas where they exist also, agriculture, aero, defense, automotive and dozens of others or criticise companies offering "subsidies" or even free stuff to attract a large enough client base to become profitable, Not enough is being done to affect energy consumption, there are hundreds of ways to fairly and progressively get people to stop overconsuming resources but. We can allow time for education or await disasters but usually a good idea is to start rewarding those who start of their own initiative then introduce measures inciting people to reduce consumption and later tax the hard-core who refuse to follow on the right path for future generations. Die hard oil freaks just don't get it but big oil does, they've long decided to discretely invest in and research solar and other tech., just in case, they just don't want you and me to switch trains too fast.
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    • ON: Mon Jul 21st 09:27 AM
      Commented on:
      Solar Grade: A Silicon Revolution
      The way I see it this is bad news for FSLR and some as it will destroy the advantage they currently have over classical solars, do you agree?
      View article »
    • ON: Tue Jul 8th 11:25 AM
      Commented on:
      A Look at Four Polysilicon-Based PV Manufacturers' Funding
      Envoy, you base your arguments on pretty specific details and never look at the whole story to estimate the level of risk. You also do not compare to historically safe stocks that resort to risky lending practices or previous startups in booming sectors that have become leaders despite having no own cash initially. You would do well to remember the outlook for solar over the next 10, 20 or 50 years or find arguments to explain why the solar industry might just die (like some biofuels will do soon) because no-one will ever make money, right? Is this maybe why the US is so hesitant to invest in this industry? How many US companies really are into solar and won't they end up producing in China when margins get tight anyway, like all other companies?).
      You would do well to explain to all the motive behind GE's purchase of a 35% stake at the price they paid. Sorry to say it but I'd rather trust a 5b$ investor's research and opinion who puts money where his mouth is than some unaccountable blogger who cannot publish unbiased analysis. The word analysis should be removed from your text as it is only opinion/desire you are stating and nothing more, company 20-F's are more objective than your texts by the nature of all the inherent warnings, they permanently remind us they may not have access to financing or be able to complete plans. As Jack mentioned and you didn't, look at estimated revenues knowing that it is based on PURCHASE OBLIGATIONS. Knowing that most of the distribution sequence from raw materials to wholesalers functions on this basis and that there is a waiting list for orders for most products, the only thing that need worry anyone is if end-users suddenly lose interest in solar and that doesn't look to be anywhere near (on most of the planet anyway). You may want to watch There Will Be Blood for a reminder how oil prospecting and financing worked some 100+ years ago and see what it led to.
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    • ON: Thu Jul 3rd 11:24 AM
      Commented on:
      The 'Problem' With Solar Companies is Not Really a Problem
      GS had a long position in SOLF and added more 6 weeks ago. Figure it out.

      www.mffais.com/solf.ht...
      View article »
    • ON: Sat Jun 7th 16:23 PM
      Commented on:
      Which Solar Stocks Will Continue To Shine?
      Kaik,

      Agree on SOLF. They are executing in an orderly and predictable manner. They also have a huge advantage by being 1/3 owned by G.E. (not GE) and having two of their directors on the board since a while (their CFO since 2 years I believe). That will surely provide many future possibilities. Finance has been playing around with this one a little but once they lose interest, SOLF will be more appreciated. Margins will not drop short term as the average Euro level for this quarter has remained higher than last quarter. This may turn against SOLF in future as sales are very dependant on Europe although it seems they have started to address the US market now. The drop FSLR will experience when their advantage turns against them will probably cause their shareholders to spread that excess market cap to others in the sector.
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    • ON: Fri May 16th 14:57 PM
      Commented on:
      Solarfun Earnings Could be the Perfect Trigger for a Short Squeeze
      buygolly, most of the Chinese players sell more outside the US than in there. Even if they cut breaks, it may only be until the next term when another president with other visions comes to power (2 out of 3 should be favourable to us) and if that fails, there are plenty of other countries that will not stop breaks until alternative energy production makes for a significant slice of the pie (and with biofuels entering a crisis, solar and wind will surge ahead). Then there are all the new countries that will start, then there are all the poor countries that may end up producing for others the way Algeria is to produce solar energy for Germany. In 50 years time, solar and wind will be commonplace and no longer worth discussing, any company that's well run will not run into problems in our lifetime.
      View article »
    • ON: Fri May 16th 14:49 PM
      Commented on:
      Solarfun Earnings Could be the Perfect Trigger for a Short Squeeze
      Finding Beta, HOKU signed 10 year contracts with SOLF and another bigger player, we all know now that may not add up to much. It's the details of the contract that we don't hear that count. Everything always sounds great until we find out more.
      View article »
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