mistermaumau's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/194697/comments http://seekingalpha.com/article/108252/comments?source=feed#comment-316351 316351 Thu, 27 Nov 2008 14:05:02 -0500 http://seekingalpha.com/article/93440/comments?source=feed#comment-243357 243357 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.]]> Mon, 01 Sep 2008 15:17:55 -0400 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.]]> http://seekingalpha.com/article/85370/comments?source=feed#comment-210498 210498 Mon, 21 Jul 2008 09:27:54 -0400 http://seekingalpha.com/article/83940/comments?source=feed#comment-200633 200633 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.]]> Tue, 08 Jul 2008 11:25:01 -0400 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.]]> http://seekingalpha.com/article/83631/comments?source=feed#comment-197992 197992
www.mffais.com/solf.ht...]]> Thu, 03 Jul 2008 11:24:43 -0400
www.mffais.com/solf.ht...]]> http://seekingalpha.com/article/80423/comments?source=feed#comment-181000 181000
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.]]> Sat, 07 Jun 2008 16:23:07 -0400
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.]]> http://seekingalpha.com/article/77546/comments?source=feed#comment-169001 169001 Fri, 16 May 2008 14:57:30 -0400 http://seekingalpha.com/article/77546/comments?source=feed#comment-168995 168995 Fri, 16 May 2008 14:49:24 -0400