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AZ Desert Trader

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  • First Solar: A Star In The Making [View article]
    One name will answer all your questions:

    Elon Musk.
    Apr 7 09:15 PM | Likes Like |Link to Comment
  • First Solar: Searching For Growth [View article]
    Do you have clarity now? Based on the analyst day info FSLR's non panel cost are dropping like a rock and they are increased R&D spend to make things happen even faster.
    Mar 31 08:54 AM | Likes Like |Link to Comment
  • First Solar: Searching For Growth [View article]
    Yawn. Another FSLR "where will the future business come from" article. This is a tired old story. As stated on the last conference call, FSLR has yet to "cash out" some of the high dollar larger projects like Desert Sunlight. They also have Silver State South and Stateline on books (see recent DOI release) which are also high dollar projects.

    When all of the these large projects are completed FSLR should have a ton of cash on hand (>$2B) to make all types of moves. You do realize at current market values FSLR could purchase TSL and YGE with cash?

    Long term how could you bet against FSLR with that type of pocketbook? Who knows what the future holds?
    Mar 4 07:57 AM | 1 Like Like |Link to Comment
  • First Solar: An Energy Stock For The Future [View article]
    fxfx doesn't have any of this data because it's not true and doesn't exist.

    If you go through previous quarterly reports they detail the manufacturing problems of the past.
    Nov 29 08:27 PM | 1 Like Like |Link to Comment
  • First Solar: An Energy Stock For The Future [View article]
    Looks like you have all the Faux Noise network talking points memorized. Good for you.
    Nov 29 08:26 AM | 1 Like Like |Link to Comment
  • Are First Solar's Thin-Film Panels Falling Behind? [View article]
    Betteridge's Law of Headlines:

    "Any headline which ends in a question mark can be answered by the word no."
    Apr 5 09:31 PM | Likes Like |Link to Comment
  • First Solar Inc: Time To Buy? [View article]
    You mean they might actually make a quarterly profit for the first time in over two years? Amazing!
    Mar 11 06:17 PM | Likes Like |Link to Comment
  • Why I Am Long First Solar [View article]
    In the US consumption of crude oil to generate electricity accounts for less than 1% of total energy generation. FACT.

    So explain again how the price of crude oil is so intimately connected to FSLR?
    Mar 5 09:20 AM | Likes Like |Link to Comment
  • Why I Am Long First Solar [View article]
    Care to explain how? Data? Analysis?

    Or just hate for anything "liberal"?
    Mar 5 06:59 AM | Likes Like |Link to Comment
  • Why I Am Long First Solar [View article]
    The fact that you are comparing oil prices to the price FSLR solar installations proves you shouldn't be in this discussion.

    FSLR and oil prices are not connected...

    period.
    Mar 4 09:24 PM | 1 Like Like |Link to Comment
  • First Solar Versus The Solar Industry [View article]
    Thank you!

    I will repeat this again. This "research paper" posted by zjkiss does not replicate real world conditions of a damaged First Solar CdTe module discarded in a landfill. Lets review some of the highlights:

    (1) they took a 2"x2" piece of a module and soaked it in 3/4" cup of water for ~6 months. After this time a significant amount of cadmium had leached into the water, approximately 4X the EPA limit for concentration.

    (2) they also soaked a piece of First Solar CdTe module in strongly acidic solutions (one with a Ph = 3. Think pure citric acid strong). In this test the module had delaminated).

    These two essential conclusions led the author to conclude that "If damaged, CdTe photovoltaic modules are exposed to essentially pure water, the leaching of cadmium is small but as the pH diverges from 7, leaching effects increase by a factor on
    the order of 100. Thus, when such modules are discarded and thrown into real world dumps or landfills, they will constitute a serious pollution hazard from leached cadmium."

    Really? That's a pretty big leap! Where is that analysis?

    The author continues: "If CdTe were the only practical photovoltaic technology, we might have to accept the environmental risks, but such is hardly the case. Several other quite acceptable technologies exist without the presence of carcinogenic components."

    This is the real red flag for me. A statement like this cannot, should not, and will not be part of a legitimate, peer-reviewed research paper.

    I am done with discussion. More important issues to address.
    Jan 27 05:20 PM | 1 Like Like |Link to Comment
  • First Solar Versus The Solar Industry [View article]
    (1) Your test isn't realistic. Your test conditions will never occur in real life.

    (2) I can put any exposed hazardous raw material into a vat of liquid and record leaching. So what? The results of this test mean nothing.

    (3) GE stopped development of the plant in CO because of economics, not the dangers of CdTe technology. Witness GE Energy's recent investment in a First Solar developed plant in Australia:
    http://bit.ly/ViMt4B

    (4) Also you have me all wrong. I have seen the good and the bad of renewable energy but I am a believer. One thing I do know is I can smell bad science pretty easily.
    Jan 15 11:20 PM | Likes Like |Link to Comment
  • First Solar Versus The Solar Industry [View article]
    So? FSLR is up over 40% since mid November. What's your point exactly?
    Jan 15 11:05 PM | Likes Like |Link to Comment
  • First Solar Versus The Solar Industry [View article]
    Sorry,

    I don't give much credit to a "research paper" co-authored by a scientist from a defunct solar company competing with First Solar and a PHD at a no name university that doesn't even list the paper on his university web page. Probably because it isn't peer reviewed or published.

    This other paper from the conference in Japan is nowhere to be found anywhere on the internet that I can find. I can't even find a link to it for purchase.

    This is a non issue IMHO until someone can present some REAL long term research on the subject. I'll be waiting.
    Jan 13 11:22 PM | 1 Like Like |Link to Comment
  • First Solar Versus The Solar Industry [View article]
    Please provide a link supporting one of these assertions you have made.
    Jan 11 12:24 PM | Likes Like |Link to Comment
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