deepvelvet

3 Comments

    • Solarfun Earnings Could be the Perfect Trigger for a Short Squeeze [view article]
      Sorry, I now see my mistake. Yahoo has figures in RMB, not $. Very strange of Yahoo to do that. The figures make much more sense now. May 17 06:22 PM
    • Solar Cell Manufacturers Have Room to Grow [view article]
      Can't figure out your math. If the world produced 3.8 GW of solar cells in 2007, why are you trying to turn a yearly revenue into another yearly revenue by multiplying by 365 days and 7 hours, when it is already in years?
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      Because a watt is not an amount. It is a rate. It is energy per unit time. To find the amount used, you need to multiply the rate by time.

      Check your utility bill sometime. It will not show how many KW's you used, it will show how many KW-hours you used.

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      Secondly, 3.8 GW is the consumption (sales).
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      No, it is not the consumption. It is the capacity. 3.8 GW is the energy per unit time that all the solar panels sold in 2007 could produce if operating at the same time under reasonably optimal conditions.

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      If the capacity was 12.4 GW, how can you say solar cell manufacturers are capacity constrained when in fact there is 3x more capacity than was sold?
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      The 12.4 GW is the capacity of all solar cells in use in the world, which is a very small percentage of the world's needs. I think that is the point.       May 17 04:55 PM
    • Solarfun Earnings Could be the Perfect Trigger for a Short Squeeze [view article]
      Something is out of kilter with SOLF. The earnings estimates are science fictional: 5$ a share for 08, $8/sh for 09? And yet a huge short position. What exactly is the bear argument here? Margins going down? Outdated technology? May 17 02:24 PM
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