Geez. It is such a waste of time reading the vast majority of SeekingAlpha articles. There are about 3 really competent authors, and then hundreds who are rank amateurs who put maybe a week into reading some books and articles and think they know enough about a sector as huge as solar power to write an "in depth" article.
Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating [View article]
Solar wind, thanks for the heads-up about NECN.
Himanshu, regarding other American wind pure plays, there is a near-pure play: CPTC, which owns DeWind turbine, now a CPTC subsidiary. CPTC also produces high-performance power transmission lines.
Greentech Media: Solar Sector Headed for a Shakeout [View article]
"O'Rourke forecast an industry shakeout -- starting with crystalline-silicon-ba... panels and spreading to thin films -- that could last two or three years. (agree 100%)".
Hello, have you given any thought to what will happen to *demand* when the cost of carbon-based grid electricity exceeds that of home-generated? Obviously not.
wl2win1: MBLX is another plastic-without-petro company. Not a personal favorite, but they are allied with ADM so attention must be paid.
Nasdaq99: "megawatts" is not an energy storage capacity unit. Did you mean "megawatt hours"?
Malkiel: cars are easy. Try aircraft. A mid-size passenger jet carries over ten thousand gallons of fuel. The ultimate solution there is going to be bio-butanol. Virgin (Richard Branson) is already close to flight-testing a bio-fueled commercial jet.
Comparison of Chinese Polysilicon Based Solar Module Manufacturers [View article]
"moot point" depends on whether you believe First Solar's CFO - who can go to jail if he misinforms us - or a whacko (IMO) blogger, who won't even get his wrist slapped.
In any case, a solar panel producer's key raw material is hardly moot. If CIGS can be scaled up to give efficiencies comparable to Si, but costs below CdTe, all the Si-based companies, as well as FSLR, will be left behind. There are literally billions of VC dollars chasing CIGS. However, there have been hundreds of millions spent already over the last 5+ years without success. Eventually nano-tech will produce a cheap solution, but that may be more than a decade away. In the meantime, First Solar is well ahead of the rest of this nascent industry.
An In-Depth Look at Solar Stocks [View article]
No more for me, thanks. Goodbye, SeekingAlpha.
Solar Shorts Keep On Rising Even As Oil Surprises [View article]
Thanks!
Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating [View article]
Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating [View article]
Himanshu, regarding other American wind pure plays, there is a near-pure play: CPTC, which owns DeWind turbine, now a CPTC subsidiary. CPTC also produces high-performance power transmission lines.
Greentech Media: Solar Sector Headed for a Shakeout [View article]
Hello, have you given any thought to what will happen to *demand* when the cost of carbon-based grid electricity exceeds that of home-generated? Obviously not.
Transition to an Electric Economy [View article]
Nasdaq99: "megawatts" is not an energy storage capacity unit. Did you mean "megawatt hours"?
Malkiel: cars are easy. Try aircraft. A mid-size passenger jet carries over ten thousand gallons of fuel. The ultimate solution there is going to be bio-butanol. Virgin (Richard Branson) is already close to flight-testing a bio-fueled commercial jet.
Comparison of Chinese Polysilicon Based Solar Module Manufacturers [View article]
In any case, a solar panel producer's key raw material is hardly moot. If CIGS can be scaled up to give efficiencies comparable to Si, but costs below CdTe, all the Si-based companies, as well as FSLR, will be left behind. There are literally billions of VC dollars chasing CIGS. However, there have been hundreds of millions spent already over the last 5+ years without success. Eventually nano-tech will produce a cheap solution, but that may be more than a decade away. In the meantime, First Solar is well ahead of the rest of this nascent industry.