Sol Invictus's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/275816/comments http://seekingalpha.com/article/154289-bargain-of-the-week-first-solar?source=feed#comment-619355 619355 Bonne fin d'après-midi.]]> Fri, 07 Aug 2009 08:20:09 -0400 Bonne fin d'après-midi.]]> http://seekingalpha.com/article/154289-bargain-of-the-week-first-solar?source=feed#comment-619266 619266 Thanks for this article. Two comments:

1) One of your main assumption is that Chinese companies are producing at negative margins (you said "But we all know that Chinese solar companies won't be able to continue to leave on negative margin")

I would suggest that you take a look at the Q209 results of CSIQ released yesterday (GM 20%, net margin 15%) and wait for the release of YGE, TSL, SOLF and STP before sticking too heavily on this assumption.

Also, remember a few weeks ago, FSLR's CEO was flying to China for a site viste of Yingli's production plant...

2) You say "i think people should focus on cost per watt ". Cost per watt is a meaningless indicator. What counts is the LCOE (levelized cost of energy).

Regards.
]]> Fri, 07 Aug 2009 07:02:38 -0400 Thanks for this article. Two comments:

1) One of your main assumption is that Chinese companies are producing at negative margins (you said "But we all know that Chinese solar companies won't be able to continue to leave on negative margin")

I would suggest that you take a look at the Q209 results of CSIQ released yesterday (GM 20%, net margin 15%) and wait for the release of YGE, TSL, SOLF and STP before sticking too heavily on this assumption.

Also, remember a few weeks ago, FSLR's CEO was flying to China for a site viste of Yingli's production plant...

2) You say "i think people should focus on cost per watt ". Cost per watt is a meaningless indicator. What counts is the LCOE (levelized cost of energy).

Regards.
]]> http://seekingalpha.com/article/139803-as-solar-sector-flies-pay-attention-to-values?source=feed#comment-519362 519362 Wed, 27 May 2009 09:31:54 -0400 http://seekingalpha.com/article/103599-what-to-do-now-with-solar-energy-stocks?source=feed#comment-297111 297111
Quick question, where do you get the numbers of share short? I would like to track it as well. Thanks]]> Mon, 03 Nov 2008 09:57:45 -0500
Quick question, where do you get the numbers of share short? I would like to track it as well. Thanks]]> http://seekingalpha.com/article/98945-goldman-turns-cautious-on-solar-sector?source=feed#comment-276513 276513
The fact is that they were embarassed with the huge differences between their target prices and the current ridiculous spot valuations.

These cowards used the fisrt arguments that sounded pessimistic enough to be credible in this bearish market in order to adjust their target prices closer to spot levels... What an intellectual dishonesty !!]]> Wed, 08 Oct 2008 03:27:04 -0400
The fact is that they were embarassed with the huge differences between their target prices and the current ridiculous spot valuations.

These cowards used the fisrt arguments that sounded pessimistic enough to be credible in this bearish market in order to adjust their target prices closer to spot levels... What an intellectual dishonesty !!]]>