Wayfarer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/219993/comments http://seekingalpha.com/article/169602-the-march-rally-may-indeed-have-legs?source=feed#comment-734742 734742 Wed, 28 Oct 2009 19:14:32 -0400 http://seekingalpha.com/article/165930-david-rosenberg-weighs-in-on-valuation?source=feed#comment-712679 712679 Sun, 11 Oct 2009 12:52:24 -0400 http://seekingalpha.com/article/164395-one-good-thing-about-today?source=feed#comment-699404 699404 Thu, 01 Oct 2009 21:19:48 -0400 http://seekingalpha.com/article/164398-goldman-sachs-overview-on-the-markets?source=feed#comment-699365 699365 Thu, 01 Oct 2009 20:39:36 -0400 http://seekingalpha.com/article/131280-the-future-shape-of-concentrating-solar-power-csp?source=feed#comment-465710 465710 Thu, 16 Apr 2009 16:23:35 -0400 http://seekingalpha.com/article/128840-china-s-solar-stock-rally-avoid-being-burned?source=feed#comment-463393 463393 Tue, 14 Apr 2009 18:03:44 -0400 http://seekingalpha.com/article/130146-200-oil-is-coming-while-we-waste-a-perfectly-good-crisis-part-3?source=feed#comment-456841 456841 Wed, 08 Apr 2009 17:38:02 -0400 http://seekingalpha.com/article/130000-segway-s-personal-electronic-vehicle-nothing-says-success-like-teaming-up-with-gm?source=feed#comment-456033 456033 Wed, 08 Apr 2009 09:31:37 -0400 http://seekingalpha.com/article/114332-advanced-nonsense-the-politics-of-alternative-energy?source=feed#comment-354289 354289 Tue, 13 Jan 2009 09:22:00 -0500 http://seekingalpha.com/article/110113-saudis-try-to-re-invent-the-internal-combustion-engine?source=feed#comment-325531 325531 Wed, 10 Dec 2008 11:05:21 -0500 http://seekingalpha.com/article/103314-obama-and-mccain-square-off-on-solar?source=feed#comment-295868 295868 Sat, 01 Nov 2008 16:31:57 -0400 http://seekingalpha.com/article/102947-post-election-sector-etf-scenarios?source=feed#comment-294671 294671 Thu, 30 Oct 2008 18:24:32 -0400 http://seekingalpha.com/article/99062-renewable-energy-is-at-the-center-of-the-presidential-debate?source=feed#comment-277323 277323 Wed, 08 Oct 2008 19:49:02 -0400 http://seekingalpha.com/article/98945-goldman-turns-cautious-on-solar-sector?source=feed#comment-276381 276381 Tue, 07 Oct 2008 21:30:59 -0400 http://seekingalpha.com/article/95794-when-will-solar-be-cost-competitive-with-electricity?source=feed#comment-256552 256552 Tue, 16 Sep 2008 23:44:29 -0400 http://seekingalpha.com/article/94421-rough-seas-ahead?source=feed#comment-248563 248563 Mon, 08 Sep 2008 13:33:45 -0400 http://seekingalpha.com/article/94394-lower-your-solar-electricity-costs-with-first-solar?source=feed#comment-248546 248546 Mon, 08 Sep 2008 13:21:17 -0400 http://seekingalpha.com/article/94394-lower-your-solar-electricity-costs-with-first-solar?source=feed#comment-248243 248243 Mon, 08 Sep 2008 10:14:35 -0400 http://seekingalpha.com/article/92287-need-cash-see-suntech?source=feed#comment-238076 238076 Sun, 24 Aug 2008 22:44:39 -0400 http://seekingalpha.com/article/92211-first-solar-cheaper-than-sunpower-citi?source=feed#comment-236714 236714 Fri, 22 Aug 2008 14:48:37 -0400 http://seekingalpha.com/article/91448-trina-solar-will-2009-be-a-breakout-year?source=feed#comment-234119 234119
I have been checking back for two days in hopes you would post. Your work always has simple math backing up your statements. I get so tired of the posters that just make assertions. I don't own TSL now but I think I will get some after earnings season.]]> Tue, 19 Aug 2008 14:00:23 -0400
I have been checking back for two days in hopes you would post. Your work always has simple math backing up your statements. I get so tired of the posters that just make assertions. I don't own TSL now but I think I will get some after earnings season.]]> http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-232149 232149
Thanks for the further comments. I too believe alternative energies are a certainty and soon. There are a number of little thinfilms that have or will start production in the next year. On top of Optisolar which is evidently not so little there is Global Solar whose product is flexible and manufactured roll to roll. Their current efficiencies are 10% with projections of 13% in 2010. They have a partnership with DOW which might allow them to scale very rapidly at some point and the flexible product sounds very interesting for covering entire residential roofs. ]]> Sat, 16 Aug 2008 22:34:03 -0400
Thanks for the further comments. I too believe alternative energies are a certainty and soon. There are a number of little thinfilms that have or will start production in the next year. On top of Optisolar which is evidently not so little there is Global Solar whose product is flexible and manufactured roll to roll. Their current efficiencies are 10% with projections of 13% in 2010. They have a partnership with DOW which might allow them to scale very rapidly at some point and the flexible product sounds very interesting for covering entire residential roofs. ]]> http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-232028 232028
Thanks for the post. I too am confident a long term ITC will be passed within the next year. Also, do you have any idea what Optisolar's solar efficiency is? Their large 500 meg entry to the solar world makes me wonder if their solar efficiency is significantly better than FSLR's.]]> Sat, 16 Aug 2008 15:46:21 -0400
Thanks for the post. I too am confident a long term ITC will be passed within the next year. Also, do you have any idea what Optisolar's solar efficiency is? Their large 500 meg entry to the solar world makes me wonder if their solar efficiency is significantly better than FSLR's.]]> http://seekingalpha.com/article/91198-everything-they-tell-you-about-solar-is-wrong-travis-bradford?source=feed#comment-231686 231686 Fri, 15 Aug 2008 21:30:37 -0400 http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-231200 231200
This doesn't make any sense because it implies that Optisolar's thin film technology on an unmoving rack system is as efficient as Sunpowers 2 dimensional tracking system. No way.

Further, it is a pretty fair bet that Sunpower's panels will be 22% solar efficient or better. I seriously doubt if Optisolar is produciing a thin film with efficiencies approaching the 30% which would be necessary to make up for being rack mounted. First Solar's efficiencies are about 10.5%. If Optisolar is producing something approaching 30% it would change the world very quickly.

]]> Fri, 15 Aug 2008 11:29:03 -0400
This doesn't make any sense because it implies that Optisolar's thin film technology on an unmoving rack system is as efficient as Sunpowers 2 dimensional tracking system. No way.

Further, it is a pretty fair bet that Sunpower's panels will be 22% solar efficient or better. I seriously doubt if Optisolar is produciing a thin film with efficiencies approaching the 30% which would be necessary to make up for being rack mounted. First Solar's efficiencies are about 10.5%. If Optisolar is producing something approaching 30% it would change the world very quickly.

]]> http://seekingalpha.com/article/91125-the-sharp-edge-of-solar-are-solar-stocks-cheap?source=feed#comment-231174 231174
Off subject but SPWR up about 17% this morning on a 250meg sale to PG&E. This also includes their two direction tracking system. Optisolar, startup thinfilm, got 500megs too but theirs is just rack mounted. I found it real interesting that Optisolar has the manufacturing capacity to quickly produce 500meg. They use a amorphous silicon which is not toxic like FSLR's cadTe. Might be time to start shorting FSLR

Thanks for your post,

Way

]]> Fri, 15 Aug 2008 11:13:24 -0400
Off subject but SPWR up about 17% this morning on a 250meg sale to PG&E. This also includes their two direction tracking system. Optisolar, startup thinfilm, got 500megs too but theirs is just rack mounted. I found it real interesting that Optisolar has the manufacturing capacity to quickly produce 500meg. They use a amorphous silicon which is not toxic like FSLR's cadTe. Might be time to start shorting FSLR

Thanks for your post,

Way

]]> http://seekingalpha.com/article/90597-ldk-solar-nearly-doubles-estimates?source=feed#comment-229506 229506 Wed, 13 Aug 2008 12:31:19 -0400 http://seekingalpha.com/article/89612-yingli-green-energy-tidy-earnings-bump-up-against-anti-solar-sentiment?source=feed#comment-225373 225373 Thu, 07 Aug 2008 14:50:38 -0400 http://seekingalpha.com/article/88766-sunpower-is-a-semi-it-deserves-to-be-valued-like-one?source=feed#comment-221777 221777
I guess you would say this solar efficiency will be easily overcome but I have not seen any evidence of that yet. SunTech puts a lot of effort into research and they are only at 18-19 on efficiency. So far I have not seen anything showing marked improvement in solar efficiency for the China Solars. As far as manufacturing costs, Sunpower's new fab 1 gig fab in Malaysia is going to make them competitive in manufacturing costs with the Chinese players.

My real hunch though, is that this pie is going to be big enough to sustain a lot of players for the next decade. ]]> Sun, 03 Aug 2008 18:45:03 -0400
I guess you would say this solar efficiency will be easily overcome but I have not seen any evidence of that yet. SunTech puts a lot of effort into research and they are only at 18-19 on efficiency. So far I have not seen anything showing marked improvement in solar efficiency for the China Solars. As far as manufacturing costs, Sunpower's new fab 1 gig fab in Malaysia is going to make them competitive in manufacturing costs with the Chinese players.

My real hunch though, is that this pie is going to be big enough to sustain a lot of players for the next decade. ]]> http://seekingalpha.com/article/87038-sepa-report-showing-end-market-demand-disconnect-could-sink-first-solar-sunpower?source=feed#comment-214347 214347
This is another anonymous piece that should be ignored.]]> Fri, 25 Jul 2008 10:58:45 -0400
This is another anonymous piece that should be ignored.]]>