Seeking Alpha
Full index of posts »
Posts by Ticker
Latest Comments
-
wind4me on China to Spend 2.65 TRILLION by 2020 ''bigger than the internet'''nuff said, one NEV...
-
wind4me on Wind Stocks Current Pricing vs the Future Pricing of course this was written BEFORE the 1.5 Billi...
-
wind4me on Signifigance of a China 1.5 Billion Wind Farm Inside Texas my spreadsheet estimates for REVENUES for 2010 ...
-
wind4me on China Moving to be Worlds Leader in Alternative Energy President Obama flying to China Nov 15th for pr...
-
wind4me on Wind Stocks Current Pricing vs the Future Pricing PEG ratio of AMSC is 3.56PEG ratio of APWR is ....
Posts by Themes
American Superconductor,
AMSC,
APowerEnergy,
APWR,
Biomass,
CHINA,
China,
China Green Energy,
China Green Power,
China Solar,
China Wind,
China Wind Farms,
China Wind Power,
Chinese Energy,
Double AA Paper,
First Solar,
GE,
Geothermal,
geothermal,
Global Climate Plan,
green energy,
HTM,
Macau LNG Contract,
Macau Nat Gas Plant,
Manhattan Project,
Nevada Power,
Obama,
OBAMA,
ORA,
P/E,
PEG's ,
PTC's,
Renewable Energy,
Shenyang Power Alliance,
Solar,
Solars,
Texas Wind Farms,
Thailand,
Vestas,
Vestas ,
Wind,
Wind ,
Wind Power,
Wind Stocks,
Zachs
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.
















China's Manhattan Project Spending on Green Energy
Next month, Santa Clara's Applied Materials Inc. is scheduled to open a giant solar energy R&D center. The company is investing up to $300 million in the facility. It will not be situated in California, nor in the United States, but in Xian, China. Because China's where the action is.
"If the U.S. doesn't get serious, China's going to own this industry," said Applied Materials spokesman David Miller. He points to the Manhattan Project-like push for alternative energy adopted by Chinese officials, which includes up to $60 billion annually in government investment. And here? "Here, we're way behind," said Miller. "We're still messing around with energy bills. We need to get serious, to get capital spending flowing, to get the government truly behind it, to get focused."
Miller and his company are not simply blowing smoke. In as little as two years, analysts predict, China will be the world's biggest consumer of solar energy. By 2013, its clean tech market could amount to $1 trillion annually, according to a report earlier this month from the China Greentech Initiative, a consortium of U.S. and Chinese companies that includes Cisco Systems and the Silicon Valley VC firm VantagePoint Venture Partners, which specializes in clean tech investments
Neither is Applied Materials alone in its views. I've heard them similarly expressed by numerous Bay Area executives and investors with business ties to China. "They get that these are the industries of the 21st century," says VantagePoint managing partner Alan Salzman, whose Bay Area clean tech investments include Tesla Motors, BrightSource Energy and Solazyme. "The level of support for green tech there is breathtaking. It exceeds anything done here on a state or federal level."
As if any more wake-up calls were needed, two other VantagePoint Venture Partners' portfolio companies, Santa Clara's Miasolé, which produces advanced, thin-film solar panels, and Sunnyvale's Bridgelux, developer of energy-efficient LED lighting, are reluctantly considering locating their manufacturing facilities outside the United States.
"From a global competitiveness perspective, we're just not there," said Salzman.
Three Horsemen of Wind Power for Year 2020
Author is LONG on APWR, Vestas and a little AMSC
How Bad is Zachs Investment Advice on APWR ????
Excess Capacity: Industry-wide excess solar cell and module capacity have led to stockpiling across the board. As a result, we think the performance of companies such as Evergreen Solar Inc. (ESLR - Analyst Report), JA Solar Holdings Co Ltd. (JASO - Analyst Report), A-Power Energy Generation System (APWR - Snapshot Report) and LDK Solar Company Ltd. (LDK - Snapshot Report) -- burdened as they are with high inventory levels -- will remain under pressure in the near term.
President Obama China Visit to Plan Global Climate Treaty
(APWR) is going to be the fundamental winner in this deal along with all American Solar's and the one (GE) Wind Player and other foreign wind companies like Vestas and Suzlon.
Author is LONG APWR and AMSC and Vestas
Signifigance of a China 1.5 Billion Wind Farm Inside Texas
APWR has two other signifigant contracts under provisioning and negotiation and if either THAILAND 600MW biomass contract is signed or the Macau Island 1.5 Billion LNG plant which has a subsequent 1.0 billion nat gas plant attached to the bid, well, APWR is going to scream into the future if and when they sign these contracts! APWR does 320 million revenues for 2009 and a few BILLION dollar contracts for APWR are going to make institutional investors sit up and take notice. There is NO stopping CHINA from taking over the green energy market of the world so you may as well join them as capitalistic partners vs whine and moan about China taking over the world in green energy.
DISCLOSURE : Author is LONG on APWR and other Wind Stocks, AMSC and Vestas
Wind Stocks Current Pricing vs the Future Pricing
Wind stocks with true wind stock potential is obviously Vestas (VWDRY). The current global leader continues to invest and build plants and is on a growth track out of control north if everything works out as Vestas has planned with the China and USA markets being the target markets for future growth. Will Vestas be able to secure future China contracts with the 70% China stimulus protection plan in place for China players to receive the majority of contracts??? Sinovel is #3 in the world and is supplied by (AMSC) which has had an amazing growth spurt. However, in my book, AMSC is just overvalued and will settle into a trading pattern of $28 to $38 for next year on swings until the ridiculous P/E of 200 is caught up to by future earnings.
ZOLT continues to dissapppoint and the growth curve is definetly not happenning as the CEO of Zoltek has predicted. My opinion is stay away till the story unfolds better unless you are a true bottom feeder hoping for a bounce.
KDN is a very interesting supplier of the bearings that power the heavy wind blades to spin and the reoccuring model of replacement ball bearings guarantees that Keydon will continue to grow and thrive into the future. (KDN) is poised for future gains and future moves north imho.
(WGOV) is one of those nobody has ever heard of players who supplies Wind Farms with key component contracts for electrical grid interface issues to connect the grid to the wind farms. However, WGOV has alot of exposure to other sectors including auto and military and aircraft, all variables in the world economy. Like WGOV but at the current rich price, I am not touching!
Of course my favorite in the sector is (APWR) which I cover top to bottom and have made very nice money over the last year in swing trading and also now into ''investing'' for the future of China Green Energy. APWR has a brand new wind factory that is just barely getting started and the upside growth is simply outstanding for a year over year growth comparison. (GE) has also partnered with APWR for a gearbox plant inside China where GE gets the 70% Chinese angle solved for providing components from China for future China contracts. Also, the PRC of China is a partner through a newly formed Shenyang Power Alliance. Look for APWR to double between now and end of 2010 !
Disclosure :: Author is LONG APWR and looking to buy VWDRY.pk