trumanburbank

A-Power Energy Generation Systems, Ltd. Q2 2009 Earnings Call Transcript

Oops, I cut off my prior comment by mistake. Should've read,

"...Even so, an improvement in solar energy conversion efficiency from thin film panels from 8% to 13-15% would be a major breakthrough and would be huge news for the company. I share your skepticism. This line of business remains unproven. Nonetheless, I love the company and think that it has enough profitable and promising lines of business to generate significant growth over the coming two years."

A-Power Energy Generation Systems, Ltd. Q2 2009 Earnings Call Transcript

Reading the transcript, I think you're right to question the "30% efficiency" remark. I think the translation was mangled -- you'll note that the quote was, "...30 to 15%" efficiency. So I think the correct translation should've been, "...13 to 15%" not 30 to 15%. Even so, an improvement in solar energy conversion efficiency from thin film

On Aug 30 03:19 PM Wisdom vs. Information wrote:

> BIPV company they bought for $50M(?) wil raise their film efficiency from 8% to 30%? fact: not without a technological breakthrough not yet invented, much less developed...worries me about sanity/rationality of the entire enterprise.

China: Wind Power for 1.3B People

Another wind power play in China is Jinpan International, a high-tech and profitable producer of power transformers that is moving into windmill transformers, a fast-growing part of this fast-growing business that opened a new plant which increased its capacity by 50 this year.

It was recently named to Forbes List of 'Asia's Best 200 Under A Billion for the second year in a row. Current P/E about 9.

Disclosure: I'm long Jinpan (NASDAQ:JST)

China: Wind Power for 1.3B People

Another wind power play in China is Jinpan International, a high-tech and profitable producer of power transformers that is moving into windmill transformers, a fast-growing part of this fast-growing business that opened a new plant which increased its capacity by 50 this year.

It was recently named to Forbes List of 'Asia's Best 200 Under A Billion for the second year in a row. Current P/E about 9.

Disclosure: I'm long Jinpan (NASDAQ:JST)