SHABBAZZ's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/198409/comments http://seekingalpha.com/article/80675-further-thoughts-on-trina-solar-and-the-solar-space?source=feed#comment-182615 182615
By the way, I think you focus too mutch on TSL.

I prefer YGE or JASO !

Why ?

Better margins (20-25%) and a lot of cash available in the bank.

Why do you ignore YGE and JASO over and over again ???]]> Tue, 10 Jun 2008 12:36:58 -0400
By the way, I think you focus too mutch on TSL.

I prefer YGE or JASO !

Why ?

Better margins (20-25%) and a lot of cash available in the bank.

Why do you ignore YGE and JASO over and over again ???]]> http://seekingalpha.com/article/79406-lehman-recommends-pair-trades-in-solar-stocks?source=feed#comment-176529 176529
YGE + JASO are the two winner.

Good quality, a lot of cash, good margins.

I would like to see an article comparing the margins between all this players.]]> Fri, 30 May 2008 06:55:21 -0400
YGE + JASO are the two winner.

Good quality, a lot of cash, good margins.

I would like to see an article comparing the margins between all this players.]]> http://seekingalpha.com/article/78351-trimming-trina-on-solarfun-s-beat-and-suntech-s-earnings?source=feed#comment-174516 174516
Why ? I don't know.....]]> Tue, 27 May 2008 11:21:41 -0400
Why ? I don't know.....]]> http://seekingalpha.com/article/77511-petrobras-is-hoarding-the-world-s-deep-sea-drillers?source=feed#comment-174204 174204
Petrobras (PETR4.SA: Quote, Profile, Research)(PBR.N: Quote, Profile, Research) chief executive, Jose Sergio Gabrielli, said on Monday production evaluation tests would have to wait and expected no additional information on the Carioca reserve any time soon.

"We ceased doing tests on Carioca to fulfill the compulsory exploration program, so we don't have to relinquish areas," he told reporters. Some geologists say Carioca and three adjacent blocks may have probable reserves of over 30 billion barrels.

If no oil is found in blocks under concessions until a certain deadline, operators have to return parts and then the whole of the area to the government.

Gabrielli said the Bem-te-vi, or BMS-8, area, where Petrobras announced a light oil find last week, would also have to wait for new equipment to get more information about the crude accumulation. The rig from there has been transferred to another subsalt area, known as Iara, he said.

Exploration and production director Guilherme Estrella said that by the beginning of next year, Petrobras has to inform the National Petroleum Agency about oil finds in all the area with subsalt crude accumulations. The offshore area extends along the coasts of three Brazilian states.

"We have to present evaluation plans for all those fields by the end of 2010; we are running against time," he said.

Petrobras on Monday launched a previously announced plan to contract 40 drilling ships and platforms to operate in deep and ultra-deep waters by 2017.]]> Mon, 26 May 2008 19:37:04 -0400
Petrobras (PETR4.SA: Quote, Profile, Research)(PBR.N: Quote, Profile, Research) chief executive, Jose Sergio Gabrielli, said on Monday production evaluation tests would have to wait and expected no additional information on the Carioca reserve any time soon.

"We ceased doing tests on Carioca to fulfill the compulsory exploration program, so we don't have to relinquish areas," he told reporters. Some geologists say Carioca and three adjacent blocks may have probable reserves of over 30 billion barrels.

If no oil is found in blocks under concessions until a certain deadline, operators have to return parts and then the whole of the area to the government.

Gabrielli said the Bem-te-vi, or BMS-8, area, where Petrobras announced a light oil find last week, would also have to wait for new equipment to get more information about the crude accumulation. The rig from there has been transferred to another subsalt area, known as Iara, he said.

Exploration and production director Guilherme Estrella said that by the beginning of next year, Petrobras has to inform the National Petroleum Agency about oil finds in all the area with subsalt crude accumulations. The offshore area extends along the coasts of three Brazilian states.

"We have to present evaluation plans for all those fields by the end of 2010; we are running against time," he said.

Petrobras on Monday launched a previously announced plan to contract 40 drilling ships and platforms to operate in deep and ultra-deep waters by 2017.]]> http://seekingalpha.com/article/77043-my-top-5-alternative-energy-stocks-and-10-honorable-mentions?source=feed#comment-173403 173403
Unique technology, good management, a lot of patent.

Your view ?]]> Sun, 25 May 2008 07:24:27 -0400
Unique technology, good management, a lot of patent.

Your view ?]]> http://seekingalpha.com/article/55120-yingli-green-energy-the-next-solar-power?source=feed#comment-173389 173389 Sun, 25 May 2008 04:28:34 -0400 http://seekingalpha.com/article/78351-trimming-trina-on-solarfun-s-beat-and-suntech-s-earnings?source=feed#comment-172385 172385
If I remember well YGE was 24%, right ?]]> Fri, 23 May 2008 03:50:40 -0400
If I remember well YGE was 24%, right ?]]> http://seekingalpha.com/article/77514-yingli-green-energy-fueled-by-strong-quarter?source=feed#comment-172382 172382
YGE have a great exposure to Europe (Spain, France) and will take advantage of the catch up this country need to do.

Making Euros is not a bad thing too.

In the Long run, YGE, JASO, STP will be the survivor of this sector. IMHO]]> Fri, 23 May 2008 03:40:54 -0400
YGE have a great exposure to Europe (Spain, France) and will take advantage of the catch up this country need to do.

Making Euros is not a bad thing too.

In the Long run, YGE, JASO, STP will be the survivor of this sector. IMHO]]>