bzh1111

Balance Sheet Wars: U.S. Solar Companies vs. Chinese Government

Solar panels - Some of China's large photovoltaic (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

I thought that the highest the short interest was, the more contrarian you should be...LDK, would not short it...the easy trade Long integrated short wafer poly makers is probably one of the worst strategy you could have right now in the solar space...Analysts ' poly input by the end of the year is 35$...basically cash cost on solar grade...NOBODY will sell poly at that price by year end...

Three Reasons Solar Sell-off May Be in Early Innings

not even talking about oil or whatever...I would not go short solar names THE day where spanish subsidies are supposed to be voted. WATCH OUT 17h30 Spanish time. Anything above 300MW for the cap and you will have a rally on SPWR, YGE, STP...good luck

The Trouble with Chinese Solar Companies

Cashman...who owns most of the government bonds in the US...let me guess...Chinese and...Japanese. One more point: ESLR is a lagger in terms of technology and the company is loosing money...why would you buy this name?