bzh1111's Comments bzh1111's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/211524/comments Balance Sheet Wars: U.S. Solar Companies vs. Chinese Government http://seekingalpha.com/article/159145-balance-sheet-wars-u-s-solar-companies-vs-chinese-government?source=feed#comment-654509 654509 PV) module makers have had to extend delivery time to six weeks due to booming orders from Europe, but others have lowered quotes from US$2/watt to US$1.8/watt to clear inventories because of worse-than-expected exports - Digitimes]]> Mon, 31 Aug 2009 10:05:50 -0400 PV) module makers have had to extend delivery time to six weeks due to booming orders from Europe, but others have lowered quotes from US$2/watt to US$1.8/watt to clear inventories because of worse-than-expected exports - Digitimes]]> Three Short Ideas: PF Chang's, Palm, LDK Solar http://seekingalpha.com/article/153983-three-short-ideas-pf-chang-s-palm-ldk-solar?source=feed#comment-625374 625374 Tue, 11 Aug 2009 14:39:46 -0400 AgFeed: Major Selloff Creates an Opportunity to Buy http://seekingalpha.com/article/108098-agfeed-major-selloff-creates-an-opportunity-to-buy?source=feed#comment-315815 315815

On Nov 26 12:18 PM jimidean wrote:

> USA Lean Hog future prices are meangingless to FEED fundamentals.
> The trend in Live Hog prices in China is what is important to FEED.]]>
Wed, 26 Nov 2008 15:55:54 -0500

On Nov 26 12:18 PM jimidean wrote:

> USA Lean Hog future prices are meangingless to FEED fundamentals.
> The trend in Live Hog prices in China is what is important to FEED.]]>
Three Reasons Solar Sell-off May Be in Early Innings http://seekingalpha.com/article/93715-three-reasons-solar-sell-off-may-be-in-early-innings?source=feed#comment-244411 244411 Wed, 03 Sep 2008 09:49:52 -0400 The Trouble with Chinese Solar Companies http://seekingalpha.com/article/93027-the-trouble-with-chinese-solar-companies?source=feed#comment-240662 240662 Thu, 28 Aug 2008 07:50:00 -0400 Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-230891 230891 Fri, 15 Aug 2008 07:00:30 -0400 Forget $100 a Barrel - Oil Will Plummet to $30 http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-230873 230873 Fri, 15 Aug 2008 06:02:02 -0400 Solar Stocks: Cutting Back on Three Names http://seekingalpha.com/article/87876-solar-stocks-cutting-back-on-three-names?source=feed#comment-218498 218498 Wed, 30 Jul 2008 12:28:12 -0400 Solar Stocks: Cutting Back on Three Names http://seekingalpha.com/article/87876-solar-stocks-cutting-back-on-three-names?source=feed#comment-218140 218140 Wed, 30 Jul 2008 08:22:43 -0400 Solar Stocks: Cutting Back on Three Names http://seekingalpha.com/article/87876-solar-stocks-cutting-back-on-three-names?source=feed#comment-218128 218128 "Spanish Proposal Update: The Spanish national energy commission (CNE) today announced that the there would be no cap to installations in Q408, although the new 33c/kWh tariffs would be applicable. The CNE proposed that the new cap of 300MW would be effective from January 2009 (250MW for ground-mounted and 50MW for roof-mounted versus earlier proposal of 200MW roof-top and 100MW ground-mounted). CNE's response and preliminary checks with contacts today suggests that there could be some room for further negotiation and the 300MW cap may not be a done deal. The CNE proposal would be sent to the government this week (last week before the summer holidays). "]]> Wed, 30 Jul 2008 08:11:27 -0400 "Spanish Proposal Update: The Spanish national energy commission (CNE) today announced that the there would be no cap to installations in Q408, although the new 33c/kWh tariffs would be applicable. The CNE proposed that the new cap of 300MW would be effective from January 2009 (250MW for ground-mounted and 50MW for roof-mounted versus earlier proposal of 200MW roof-top and 100MW ground-mounted). CNE's response and preliminary checks with contacts today suggests that there could be some room for further negotiation and the 300MW cap may not be a done deal. The CNE proposal would be sent to the government this week (last week before the summer holidays). "]]> Solar Stocks: Cutting Back on Three Names http://seekingalpha.com/article/87876-solar-stocks-cutting-back-on-three-names?source=feed#comment-218062 218062 Wed, 30 Jul 2008 06:09:52 -0400 Agriculture: Are There Still Bulls in the Supermarket? http://seekingalpha.com/article/86879-agriculture-are-there-still-bulls-in-the-supermarket?source=feed#comment-214021 214021
This is one of the best management I ever met. I think the recent pullback creates an opportunity to buy back again ferts and commodities. Inflation is far from being over around the globe. And although gasoline inventories are starting to show a build up, Crude inventories suggest that the "Peak Oil" theory is still alive.

Very Good Article.
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Fri, 25 Jul 2008 03:35:39 -0400
This is one of the best management I ever met. I think the recent pullback creates an opportunity to buy back again ferts and commodities. Inflation is far from being over around the globe. And although gasoline inventories are starting to show a build up, Crude inventories suggest that the "Peak Oil" theory is still alive.

Very Good Article.
]]>
Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower http://seekingalpha.com/article/85489-solar-spain-subsidy-slashing-rumors-send-stocks-lower?source=feed#comment-207860 207860 Thu, 17 Jul 2008 12:30:10 -0400 Verasun Energy: Expect Future Growth and Profitability http://seekingalpha.com/article/84224-verasun-energy-expect-future-growth-and-profitability?source=feed#comment-202033 202033 Thu, 10 Jul 2008 07:08:44 -0400 Alternative Energy for Investors: High Volatility, Great Promise http://seekingalpha.com/article/83834-alternative-energy-for-investors-high-volatility-great-promise?source=feed#comment-199568 199568 Mon, 07 Jul 2008 04:23:54 -0400 Selling Some Yingli and Trina Solar on Dead Cat Bounce http://seekingalpha.com/article/81557-selling-some-yingli-and-trina-solar-on-dead-cat-bounce?source=feed#comment-186856 186856 YGE)? there is a reason why these stocks are up since 2 days. My recommandations to you: 1-read the last solar monthly from Merrill 2-have a look at the Munich Intersolar agenda...]]> Tue, 17 Jun 2008 02:30:36 -0400 YGE)? there is a reason why these stocks are up since 2 days. My recommandations to you: 1-read the last solar monthly from Merrill 2-have a look at the Munich Intersolar agenda...]]>