wind4me's Comments

Energy Impoverishment: Heading Back to Coal?

Fri, 04 Dec 2009 21:30:24 -0500

Warren Buffett bought the RAILROADS for the '''right of ways''' to build TRANSMISSION LINES for WIND Power

dont count Wind out of the picture, Dirty Coal aint the solution! Ask China how they doing with 75% COAL ??

On Dec 04 01:26 PM halconnoche wrote:

> George Soros and Warren Buffet just invested a ton of money in coal
> and coal related industries. You might want to let them know that
> coal is dead.

Earnings Dec 3rd on APWR

Thu, 03 Dec 2009 16:50:41 -0500

those with NO Gnads make NO money

On Dec 03 07:22 AM Sinoman wrote:

> 0.28 v 0.31, looks like a +9% miss. Off big yesterday, gotta peel
> off some more today. . . .ouch, that's gotta hurt when you're. .
> .

Earnings Dec 3rd on APWR

Thu, 03 Dec 2009 16:50:06 -0500

(APWR) is the chosen one by the Chinese government, sometimes in China, its not what you know, its WHO U know!

On Dec 03 06:46 AM winnersdon'tquit wrote:

> THOSE INVESTORS WHO HAD CONFIDENCE IN THE INITIAL PREMISE THAT ALTERNATIVE
> ENERGY DEMAND IN UNDER DEVELOPED COUNTRIES WOULD NECESSITATE A COMPANY
> SUCH AS APWR (CHINA'S LEADING ENERGY PRODUCER), TO OUTPERFORM, JUST
> MAY EVENTUALLY WILL BE REWARDED.
>
> SURPRISINGLY, EVEN IN THE US, APWR ABILITY TO
> NEGOTIATE,FINANCE, AND PRODUCE A PROJECT THE SIZE OF THE W.TEXAS
> "DEALS" HAS WOKEN UP THE STREET, THAT THESE GUYS ARE THE REAL DEAL.
>
>
> AS WINDFORME STATES YOU JUST DON'T GET THAT CREDABILITY WITH THE
> WORLD'S MAJOR PLAYERS FOR NO REASON AT ALL.
>
> AS FATE HAD IT ,APWR WAS THE CHOSEN ONE, IT APPEARS.
>
> HOPEFULLY, APWR WILL TAKE US ALL TO THE BANK.

Earnings Dec 3rd on APWR

Thu, 03 Dec 2009 16:48:35 -0500

today, U would have been right and wrong given the volatility , APWR definetly not your average slow mover. The Conf Call was quite enlightening, i had NO idea of the solar potential of APWR

the 3 booked DPG contracts makes me sleep well into the future, as APWR always has been a DPG company with a Wind kicker and now a Solar kicker to boot! Check my blog for info, comment if U like
www.Wind4me.com

it was a damn good day for me, most unsettling PRE market but after hearing the solar side and the """MULTIPLE"""" BILLION deals coming in Wind, I took a breathe finally end of conf Call

On Dec 02 02:26 PM robdoc wrote:

> Appreciate your updates and information.
> I added at $8 and $10 and would like to add some more...probably
> not anywhere near your sizeable position...but still very real money.
>
> I had considered adding last week...but am glad that I did not as
> I certainly can afford more shares today.
> The volume through the day has been light except in the a.m. it seems.
>
> I definitely agree that APWR long is a wise investment...especially
> considering possible MOU's.
> "Once bitten twice shy" is definitely the feeling that is out there
> with regard to APWR's earnings...they have disappointed this year...and
> the stock prices have dived unbelievably. If adding can be done at
> the lowest price then more shares can be held for the long run.
>
>
> I am thinking about allocating half of available funds before earnings
> and half after. Although I think that earning will probably surprise
> to the upside.
>
> Thoughts?

PUT Option Plays

Wed, 02 Dec 2009 11:07:10 -0500

U expecting (APWR) to go down tomorrow AFTER earnings???

China Provides a Tailwind for Wind Energy ETFs

Wed, 02 Dec 2009 11:04:10 -0500

why not buy $APWR and just be in the right company for the future of China wind and USA wind at same time ??? (APWR) up 200% in last six months and has yet to begin to move!
www.Wind4me.com

Having an ETF in wind is like kissing your sister!! why have the laggards bring down your gains ?

Pay Attention to Solar Stocks as Copenhagen Meeting Nears

Tue, 01 Dec 2009 10:00:21 -0500

U can watch APWR on a daily basis and get whiplashed

why was $APWR $18.70 yesterday and $16.90 today??? U dont ASK ""WHY"", U just BUY!

On Dec 01 07:24 AM Mai wrote:

> Kelvin: thanks for the articles. I wonder what caused APWR to drop
> yesterday. This coming Thursday, the company will certainly raise
> its guidance although it is not clear it will beat earnings estimate
> for the past quarter.

Rooftop Solar Generation: Ready for Prime Time?

Mon, 30 Nov 2009 21:00:11 -0500

I like the ''Distributed Power Model'' also and my next First Solar of China is (APWR) as they do all DPG model clean green electricity for China

On Nov 30 01:51 PM robdoc wrote:

> Great article...although I certainly have a bias towards distributed
> power generation in all its various permutations.
> Distributed power generation certainly has the possibility to be
> a game changer, however, many of the places that would benefit from
> it the most (such as rural areas) do not have the capacity to allow
> for 2 way flow of electrons. Online connection with transfer of excess
> capacity is not available through the electric company that services
> my house in Colorado.
> Solar panels are getting to be in the potentially affordable range...especially
> Chinese silicon panels...and there is potential for there to be more
> disruptive technology that will drive the costs down further. The
> bulk of costs (as the author mentions) have to deal with installation
> and connection. Many of these costs are excessive and directly as
> a result of states/fed's requirement for only certified installers
> to do the installation in order to receive incentives. Plug and play
> technology (with allowance for incentives to the homeowner without
> sanctioned installers doing the work) would be THE biggest potential
> decrease in cost.
>
> If anyone knows of any companies earnestly working in the direction
> of plug and play...please let me know.
>
> Not sure how next generation panels will alter the market unless
> they are both cheap and efficient...which Nanosolar purports to have.

Rooftop Solar Generation: Ready for Prime Time?

Mon, 30 Nov 2009 20:58:59 -0500

you think Warren Buffett bought the railroads for the Right of Ways for Wind Power for his Mid American Utility ???

www.Wind4me.com

On Nov 29 02:45 PM Jigar Shah wrote:

> Great article. As the Founder of SunEdison, I have been paying $1MM
> a year nationwide (regulatory affairs budget) to remove the barriers
> to this vision. We are clearly farther along in California than in
> other states.
>
> Some thoughts:
> 1) Net Metering is a big problem. We actually don't need 2-way electricity
> movement -- what we need is a guarantee that utilities can't change
> tariffs for customers that install solar and thereby change the economics
> of their investment
> 2) We have to deal with a "run on the bank". Today the utilities
> in PG&E and SCE will go out of business over the next 10 years
> until we move them to becoming a platform for self generation and
> they get paid to provide this platform. Today every person that switches
> to solar, is one more person not paying for the fixed costs of the
> platform which means that electricity gets more expensive for those
> that are left on the grid, which means solar gets more cost effective
> and so on. This will eventually leave the utilities in an awful financial
> position
> 3) We need to streamline self-generation. Many communities make it
> such a pain in a** to switch to solar that some good rooftops go
> un-harvested. We have to figure out a common sense way of harmonizing
> these rules in a way that does not unfairly burden anyone but still
> promotes self-generation
> 4) This trend really is being led by low cost crystalline, thin-film
> has very little to do with self-generation -- even at prices below
> $1/Wdc. Crystalline systems above 280kWdc can be installed for $2.50/Wdc
> by 2011. Once this occurs solar PV will not have to get any cheaper.
> In fact solar PV will have to get more expensive as sales and marketing
> costs increase
> 5) The tax laws that were passed in the 80's around passive/active
> loss rules have to changed to allow "doctors/lawyers" to invest in
> solar PV. Starting in 2010 project finance will be the #1 gap to
> growth in the Solar PV markets and the banks/insurance companies
> can't keep up.
>
> Transmission delays will be the #1 reason self-generation wins. It
> will be led by solar. It all comes down to "respect" for the solution
> from policy makers.

Green Energy Investing for Beginners, Part III

Mon, 30 Nov 2009 20:16:49 -0500

RTK is also one of those fuel from Biomass

On Nov 30 02:58 PM User 517268 wrote:

> Speaking for transportation issues, there is no mentioning of using
> diesel fuel and the improved diesel engines. There are now new and
> other companies producing synthetic diesel fuel that burns clean.
> one company in particular, that I have interests in is Syntroleum.
> Using the Fisher-Troupes method Germany used in WWII, modified to
> use animal waste products from Tyson Processing plant, Syntroleum
> will have a producing plant in 2010. Conaco-Phillips is another company
> producing less polluting diesel fuel. We have the technology NOW
> in an engine for transportation and a fuel source now, the distribution
> source in filling-stations. Also this non-polluting product can be
> transported in the established pipe-lines without degrading(ethanol
> can't). Why is GM, Ford, and Chrysler make diesel powered autos for
> the public rather than fuel-cells. Diesel produces better millage
> than gas powered autos or fuel-cells. The public is being short changed
> in this mad rush to establish an alternative fuel.

Green Energy Investing for Beginners, Part III

Mon, 30 Nov 2009 20:15:37 -0500

with CHINA going to spend 454 Billion on GREEN ENERGY, I like our position in (APWR) for the next few years!
www.Wind4me.com

Wind is going to be 150,000MW's by 2025

On Nov 30 10:23 AM Alphameister wrote:

> I don't know the sector economics well enough to rebut comments by
> doc and Bill, but when you factor in a political mindset that carbon
> fuels will end the world as we know it, the possibilities for profit
> in clean energy may extend further than he expects.

Senator Schumer Misses the Full Picture on A-Power's Joint Texas Wind Farm

Mon, 30 Nov 2009 07:31:05 -0500

GE is partner with APWR for this China West Texas Wind Farm, the blades will be made in USA and HT BLADE has been named as going to build a blade plant in USA bringing 1000 more green jobs to America. Guessing new USA Vestas Tower plant will get the wind tower contract in Pueblo, Colorado, another 450 green new jobs

On Nov 06 09:24 AM Alphameister wrote:

> Schumer is just another posturing politician playing to his base.
> As long as we accept that wind power is an inevitable part of our
> future, this APWR deal is win-win for both countries.

The Next Big Names in China Up-Listings

Mon, 30 Nov 2009 06:46:08 -0500

Can China Wind Systems (CHWY.ob) be the next uplisted stock to rise given its p/e of 10 ?

Early Nomination For Blooper Of The Year.

Sat, 28 Nov 2009 09:00:34 -0500

ZACKS is the WORST in financial news, as this (APWR) reporter knows fully well the BENEFITS of riding the China Green Energy Wave into the wild blue yonder of future growth! What a bunch of IDIOTS at ZACKS!

A-Power: Boundless Energy Demand in China Gives It a Boost

Sat, 28 Nov 2009 08:55:09 -0500

After Fridays (APWR) action, any DOUBTS on direction for the coming years as APWR lands BILLIONS in new wins!

On Nov 24 03:05 PM Alan Young wrote:

> Good call. The chart of APWR shows that it is poised to break out
> from a year-long slump.

Friday Options Recap

Sat, 28 Nov 2009 08:47:57 -0500

unusual activity in (APWR) relates to the upcoming 1.5 billion West Texas Wind Farm

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

Sat, 28 Nov 2009 07:16:48 -0500

agree 100% , 99.99999999% of all investors DO NOT OWN any (APWR), its that off the radar...........the LANDING of a """BILLION""" contract is when APWR actually takes OFF! Big Money follows Big Money and when APWR actually LANDS one of those BILLION deals, the real chase begins!

On Nov 27 02:13 PM connorport wrote:

> Technicals haven't even caught up to the wind sector yet much less
> APWR. The unknown is whats driving the stock right now. After the
> next 3-4 quarters a more definable chart will make it easier to price
> APWR. Look to see continuing raised guidances that will push its
> price upwards of $30 by early next year if the multiples don't double
> themselves. Progressive growth could push the multiples to 30-40
> times earnings in the green tech sector.

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

Sat, 28 Nov 2009 07:14:30 -0500

the '""POTENTIAL""" does not equate the ROI and the INVESTMENT needed to tap that potential................ in China could power the world """"IF"""" the money were spent.........solar is sexy, Wind is Return on Investment............

On Nov 27 09:06 PM sail.rick wrote:

> Idotbuster
> I agree with you that solar thermal or CSP has huge potential, but
> your focus on aluminum and heliostats confuses me. Most CSP designs
> use glass parabolic mirrors or fresnel lenses to focus the sunlight.
> There are two basic design types: central tower and solar trough.
>
>
> I recomend going to the NREL website and reading about CSP. They
> see low costs and huge potential for utility scale solar thermal
> in the southwest deserts.
> For instance, California now generates 58 GW of power from all sources,
> gas, solar, nuclear, hydro etc. The NREL says the California deserts
> alone have the potential for 660 GW from solar thermal. And that
> is only using flat land, and avoiding environmentaly sensitive areas.
> The Western Governors Association did a study which found 330 GW
> potential in the southwest, near existing transmission lines. With
> the addition of new HVDC transmision lines that number would be far
> larger. And check out TREC at
>
> trec-consult.com/
>
> and
>
> www.solarserver.de/sol...;br/>
>
> With molten salt or other heat storage mediums, CSP can produce power
> at night or when it's cloudy. And the power is high quality steady
> but dispatchable power.

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

Sat, 28 Nov 2009 07:12:50 -0500

the 1.5 BILLION LNG plant, the 1.0 Billion 2400MW nat gas plant, the 1.5 Billion West Texas Wind Farm is an awful LOT of """BILLIONS""" for the future..........yes, the BIG MONEY is piling into APWR in spades........U can take all profits U want, I am staying LONG till the END of 2012........this is the """"NEXT QUALCOMM ROCKET""" if they land those nat gas plants and LNG, imho the West Texas Wind Farm is a DONE DEAL!!!

On Nov 27 01:28 PM Alphameister wrote:

> Also long APWR and SNRY (for the same reasons articulated above by
> connorport). The strength in APWR was amazing today given that the
> stock is overextended technically and FXI was down 4.5%. I took some
> profits above 18, though APWR remains a major position. Looks like
> big money is starting to pour into APWR with visions of much higher
> prices.

APWR hits 52 Week High==Get Used to it all 2010

Fri, 27 Nov 2009 09:01:03 -0500

today, Dubai Fear is going to grip markets as China announces 45% more emmissions cuts which translates to 454 Billion more in green spending

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

Fri, 27 Nov 2009 08:52:41 -0500

the reality is China is going to spend 454 BILLION more in Green Energy!

On Nov 27 08:31 AM Freya wrote:

> The way the Chinese commitment was described on Bloomberg was that
> they are going to try to reduce their expected increases by 40-45%.
> Its Not a decrease overall.
>
> If they were to have increased CO2 levels by 100% before, now they
> only expected to increase it by 55-60%.
>
> I haven't seen a full explanation in Print, The analysts may have
> been wrong. But their explanation seems more appropriate from what
> China has offered before

China's Green Stimulus: A-Power, First Solar May Get Big Chunk

Fri, 27 Nov 2009 08:24:08 -0500

China Government is invested into APWR Shenyang Power Alliance group and since 99.9999% of all investors have no clue what the Shenyang Power Alliance truly is, well, the future looks very bright for revenue and profit growth for APWR going forward. My blog covers APWR and always will
www.Wind4me.com

the chart and the VOLUME of past month tell u the direction of APWR as APWR will land the West Texas Wind Farm and will book other ""BILLION"" dollar contracts in Macau Island and other places before 2010 is over and done. With the Dubai sheep panic of today, TODAY is excellent day to start a position in (APWR)

Chinese Wind Power Plant Coming to U.S. Soil

Wed, 25 Nov 2009 18:15:18 -0500

(GE) owns 75% of the Joint Venture gear box plant......sorry U sold off (APWR), that one will leave a mark in a month!

On Nov 19 06:27 PM Mayascribe wrote:

> John: I've really enjoyed reading the comments in this thread, from
> Mark Bern's at the top, all the way down to Davewmart's.
>
> Here's something new that could be a huge and worthwhile technological
> development in the energy sector, and of course, General Electric
> is right in the middle of it:
>
> www.moneymorning.com/2.../
>
>
> By the way, I tried to find a source to verify the original notion
> that GE financed APower's new turbine plant in China, but I came
> up empty handed. I do remember reading this sometime ago before I
> sold off my shares of APower after a rapid pop.

Chinese Wind Power Plant Coming to U.S. Soil

Wed, 25 Nov 2009 18:13:07 -0500

I hope U bought ALOT of (APWR)

its just getting started!

On Nov 20 10:54 AM Freya wrote:

> robert: left you a msg. at tickerspy.
> wind4: I trust your judgement, APWR it is then. Is it a "buy at the
> market" or should I wait for a correction? Or Both?

Chinese Wind Power Plant Coming to U.S. Soil

Wed, 25 Nov 2009 18:12:17 -0500

anybody BESIDES ME owning/following (APWR)??

Up 26% in five days........and just getting started!

On Nov 18 05:33 PM Mark Bern wrote:

> John - This is a very positive story, so I don't want to ruin it
> with a negative spin. One thing I do wonder is that if the Chinese
> are interested in making investments in manufacturing on US soil
> there must be a reason. Two reason, I think.
>
> 1. If China decouples the yuan from the US$ their investments here
> may become cheaper for them than investments in their homeland.

>
> 2. The obvious political gains they make with such a huge project
> could open doors for them to make additional investments in the future
> with less scrutiny and questions about why now.
>
> After all, they want to make money from US consumption, one way or
> the other, so they can use their profits to continue their efforts
> to increase domestic demand. A third motive could be to shore up
> their biggest customer through a more direct investment approach
> to ensure that we are able to pay the interest on their Treasury
> investments. They need our economy to strengthen for their economy
> to run on all cylindars. The Chinese are not stupid.

Utility Stocks Better Suited for Current Income

Wed, 25 Nov 2009 18:08:45 -0500

the NEWEST IPP for USA is going to be a Chinese company building Wind Farms in USA (APWR)
its more a play on growth today with a wind farm kicker for the future paying dividends down the road

On Sep 30 11:42 AM Senan wrote:

> An interesting take on the dividend of utilities. I've got a couple
> in my portfolio and despite the potential for dividend cuts I view
> them as the rockbed. They are companies that will still be around
> in 20 years time and are lilely to be producing roughly consistent
> results. With the rockbed in place, the rest of my portfolio veers
> towards more risk. Call it a diversification of sorts!

2 'Babies with Bathwater' and 20 'Dogs with Fleas' Stocks for the Week

Wed, 25 Nov 2009 18:06:40 -0500

would NOT touch (ZOLT) with a 10 foot pole

U must own (APWR) for the China Green Energy play for 2012

10 Green Energy Gambles: A Q3 Update

Wed, 25 Nov 2009 18:04:26 -0500

hey TOM, How come U are not covering/following/OWNING (APWR), if U are going to profit in this space, U must own APWR for end of 2011

On Oct 10 08:09 PM Tom Konrad wrote:

> tc1-
> I did my playing with RZ at $2, which was now clearly too soon. I
> agree it could turn around, but even at $1.50, I'm very happy to
> have gotten out at $1.78.
>
> I think your information about CPTC is very interesting, and I'll
> have to give this stock another look. I first became interested in
> the company in 2007 when researching transmission stocks, and I would
> alway have preferred if they had been a pure-play transmission company.
> The fact that they finally are makes them much more interesting.

Chinese Wind Power Maker A-Power to Set Up Factory in U.S.

Wed, 25 Nov 2009 17:57:16 -0500

we had a VERY nice day and week in (APWR) but the real gains are NOT till they book those coming """BILLIONS"" in new revenues from the West Texas Wind Farm and the Macau Island LNG and Nat Gas plant

On Nov 18 03:53 PM Alphameister wrote:

> Just like Toyota establishing manufacturing plants in America. APWR
> (one of my largest holdings) looks like a giant in the making. I
> hope it can manage effectively all the promising alternative-energy
> ventures it has initiated in the past year.

Chinese Wind Power Maker A-Power to Set Up Factory in U.S.

Wed, 25 Nov 2009 17:55:28 -0500

its NOT an American company that is financing , its the Chinese Banks doing the heavy financing lifting along with USA partner USREG, the VC firm of Green!

On Nov 18 11:46 AM Mai wrote:

> I thought the project will create 1000 jobs in Texas and mostly use
> American manufactured parts for assembly. It is true that the farm
> may get tax credits from US government, a Chinese bank financed the
> entire project (with $1.5 billion?). American banks are using us
> tax payers’ money trading stocks instead of making loans to such
> businesses. I wonder which American company has the money to launch
> this project!