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the netman

the netman
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  • In Defense Of First Solar: Post-Earnings Decline Creates A Long-Term Buying Opportunity [View article]
    I appreciate the response. I agree that FSLR *may* be a good long-term investment but given the recent guidance, there are probably better opportunities. We already know 2013 will be weak and their high-margin projects will be off the books by 2015. Until some visible catalyst presents itself, I probably going to stay away.
    Feb 28 02:56 PM | Likes Like |Link to Comment
  • In Defense Of First Solar: Post-Earnings Decline Creates A Long-Term Buying Opportunity [View article]
    The part that scared me (and likely others) on the con call was the comment that they expected guidance in the latter half of 2013 to be less than the first half, which was already below what analysts had expected. Do you have any comment about that?
    Feb 28 10:13 AM | Likes Like |Link to Comment
  • Trina Solar's CEO Discusses Q3 2012 Results - Earnings Call Transcript [View article]
    Capitalism beats Communism yet again. The Chinese government has completely destroyed their solar market.
    Nov 20 03:38 PM | Likes Like |Link to Comment
  • Is First Solar Finally Set To Shine? [View article]
    Finally, an article which provides realistic data as opposed to all the short-sighted (no pun intended) articles that we have seen regarding FSLR Q3 data. Q3 was a very good quarter and shows considerable promise. I'm convinced that PPS will rise in accordance with the intrinsic value of FSLR. Most of the prior articles begin by comparing 2012 with 2011 and concluding in failure. This fatally flawed analysis does not reflect the new FSLR business model at nor the stellar performance of the company given the corrosive market conditions. If FSLR can earn a profit under these conditions, imagine what will happen when the industry reverses the current collapse.
    Nov 6 10:10 AM | 1 Like Like |Link to Comment
  • Judge Jackson's Ruling Is The Catalyst [View article]
    It seems strange to me that of all the lawyers monitoring this case, no one saw this ruling coming. Everything else was laid out step-by-step, but no mention of this possible anyone. That doesn't seem strange to you? I don't want to be a conspiracy theorist but Google has a lot of cash and influence. Are we sure the judge is not being unfairly influenced? After all, the law is the law. The judge can't make it up as he goes.
    Nov 2 11:43 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: Take A Deep Breath, The Roller Coaster Continues [View instapost]
    Hi Steve, I'm curious why the motion to limit damages from 2011 onward was such a surprise to everyone? You would think that with all of the experts following the case, someone would have seen it coming. Can this be appealed in the future by VRNG...thoughts?
    Nov 1 09:53 AM | Likes Like |Link to Comment
  • Shhh! My Secret Valuation Model Revealed [View article]
    What does your model say about FSLR now?
    Oct 30 05:14 AM | Likes Like |Link to Comment
  • The Biggest Myth About Solar Power [View article]
    As yourself...who is buying these solar plants and why?
    Oct 8 09:44 AM | 2 Likes Like |Link to Comment
  • Solar Going After 50 Cents In Multiple Directions [View article]
    Dude, give it up. You make the same incorrect assumptions on every article regarding Chinese solars. Didn't you read the Reuters article today on TSL, "Mountains of panels are sitting around losing value fast...5 GW!" Chinese solars aren't going to turn a profit until 2014 at the earliest. They have a 50 GW capacity that is unused. The entire global economy for solar is only 30 GW. Factories are sitting around burning cash.

    If you are going to invest in solar, FSLR is the only company with a chance of turning a profit. Building, managing, and selling power plants is a game-changer. Panels are a commodity. And no, selling panels is not the same as selling power plants. That is like saying that you should buy my cars because I manufacture the cheapest steel. A power plant is much more than a pile of panels strung together to make electricity. Your analogy is as ridiculous as a company that mines uranium building a nuclear power plant. How many times do you need to be knocked in the head with a hammer before you get it?
    Sep 20 04:59 AM | 1 Like Like |Link to Comment