inettor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/233997/comments http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-238197 238197
"First, China so far has no plan to subsidize solar energy nationwide".....
what about Japan in 2009 plan to subsidize solar and remember Japan is #2 eco., not to mention the other like S. Korea, Australia etc.

"Second, tumbling oil prices can not be ignored. If oil prices continue to go lower at their current pace, no solar or wind energy company will survive"....this is a big if, what if oil stay at current pace or even go higher? GS and others think oil could go to $200/barrel !! Remember world oil is not renewable and limited. We could go dried w/in 50yrs according to some sources!

"Third, Democratic hopeful Barack Obama has picked Joe Biden, and many supporters have shown their disappointment...This sector has had a tremendous run partly due to the momentum built into it by Obama's earlier commanding lead. This may disappear in a flash." Solar sector will be better either Obama or McCain in office, solar tax credit will be renewed or extended that almost a given. It's just a matter of time.

SOLF ran up to 40/sh before, what if it does a "retest" it again? What if it has a blown out quarter again? for SPWR, it's just signed deal w/ PG&E and what prevents it from signing w/ more others?

In conclusion, the prospect of solar is bright and it will get brighter into the future. All that bs are noises along the path. If you have 5-10 yrs to invest, just relax and enjoy. After all, beside oil price, China's subsidize and US election issues, every country needs solar partly for their own energy security and independence and the world needs solar for cleaner place to live!
]]> Mon, 25 Aug 2008 07:27:39 -0400
"First, China so far has no plan to subsidize solar energy nationwide".....
what about Japan in 2009 plan to subsidize solar and remember Japan is #2 eco., not to mention the other like S. Korea, Australia etc.

"Second, tumbling oil prices can not be ignored. If oil prices continue to go lower at their current pace, no solar or wind energy company will survive"....this is a big if, what if oil stay at current pace or even go higher? GS and others think oil could go to $200/barrel !! Remember world oil is not renewable and limited. We could go dried w/in 50yrs according to some sources!

"Third, Democratic hopeful Barack Obama has picked Joe Biden, and many supporters have shown their disappointment...This sector has had a tremendous run partly due to the momentum built into it by Obama's earlier commanding lead. This may disappear in a flash." Solar sector will be better either Obama or McCain in office, solar tax credit will be renewed or extended that almost a given. It's just a matter of time.

SOLF ran up to 40/sh before, what if it does a "retest" it again? What if it has a blown out quarter again? for SPWR, it's just signed deal w/ PG&E and what prevents it from signing w/ more others?

In conclusion, the prospect of solar is bright and it will get brighter into the future. All that bs are noises along the path. If you have 5-10 yrs to invest, just relax and enjoy. After all, beside oil price, China's subsidize and US election issues, every country needs solar partly for their own energy security and independence and the world needs solar for cleaner place to live!
]]> http://seekingalpha.com/article/84950-expect-continued-canadian-solar-financing-this-year?source=feed#comment-217122 217122 IMO, he must have shorted tons of shares...now feeling so bitter and hopeless...he's got to find way to lessen the pain. Aha, perfect oppotunity, CSIQ just issued new shares. This is the perfect time to blah blah again! Look pal, CSIQ grows fast and it needs the money to support the expansion. That is expected. CSIQ will make it more profitable and valuable ==> increase share holders value.
Envoy, look and learn when Amazon.com grew awhile back and stop your useless blah blah!]]> Tue, 29 Jul 2008 04:10:53 -0400 IMO, he must have shorted tons of shares...now feeling so bitter and hopeless...he's got to find way to lessen the pain. Aha, perfect oppotunity, CSIQ just issued new shares. This is the perfect time to blah blah again! Look pal, CSIQ grows fast and it needs the money to support the expansion. That is expected. CSIQ will make it more profitable and valuable ==> increase share holders value.
Envoy, look and learn when Amazon.com grew awhile back and stop your useless blah blah!]]>