aurora703

10 Comments

    • Shining Light on EMCORE [view article]
      Nice article, and very accurate. Emcore's new CPV technology will be the standard for solar energy soon. It will become far more cost effective than any other solar tech. The company will split in two (solar and fiber optics) later this year to unlock the true value of the solar biz, which is not currently reflected in the stock price at all. The fiber optics biz is also way undervalued.

      The Citron site referred to (in comments above) has been accused by the SEC of fraud in the past and is a short group trying to profit on misinformation. Anyone doing DD will realize that in several articles and reports from major brokerage houses ALL the Citron claims have been refuted.

      Emcore is a great fiber optics play and will become one of the BEST solar "pure" plays once the company splits into two later this year!
      May 29 02:33 PM
    • Eight Wind Energy Related Stocks [view article]
      I agree with Rdurant (posted above) that Composite Technology (CPTC.ob) has great growth potential. The DeWind wind turbines have potential orders in the hundreds and may be finalized very soon. CPTC uses Voith WinDrive technology to produde unique wind turbine that may be unmatched in wind turbine manufacturing, and which Wall Street has yet to focus on.

      CPTC also has a very lucrative business selling aluminum conductor composite core (ACCC) conductors, a composite core overhead electrical transmission conductor. They also manufacture and sell the composite core component of the ACCC conductor and various accessories. ACCC conductors enable grid operators to reduce blackouts and brownouts, providing a 'reserve electrical capacity' by operating at higher temperatures without significant thermal sag of the lines. This segment markets its cable to public, private, and governmentally owned utilities and transmission line operators. CPTC just received a US patent on their ACCC conductors.

      Last, CPTC just received a significant investment by Credit Suisse, with an option to invest more. At only $1.02 per share, while there is risk, there is huge potential for stock price appreciation and growth with CPTC.


      May 26 04:39 PM
    • The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
      Using your logic Wi-Fi should not only never have come about, it shouldn't work now either. Wi-Fi does of course work and is very popular, in particular because Intel put Wi-Fi chips in all it's laptop chipsets. WiMax chips will also be in all Intel's chipsets, even desktops, and WiMax, which really is just Wi-Fi on steroids, will work because the technology is sound and the backers/investors (which you mention above) have a very vested interest to see that it does. Most of your logic is otherwise very flawed. Sorry. May 12 09:50 AM
    • If We Sell on Good News, When Do We Buy? [view article]
      In the previous post I meant to type "backhaul" product, not backbone, for CRNT. From some info I have researched there seems to be a concern that these 'backhaul" products are becoming commoditized and other companies may enter the market with lower prices. Also, the latest Sprint WiMax news seems it may be positive for CRNT, and definitely positive for ALVR. May 08 05:50 PM
    • If We Sell on Good News, When Do We Buy? [view article]
      Mr. Cohen, I have read and enjoyed many of your articles. I own ALVR, SNDK and other companies that you have written about. I have just begun DD on CRNT. I don't know if you will read this, since the the article is now fairly old, but if you do I have a couple of questions for you. Why do you like CRNT and why do you think their "backbone" products are not more than just commodity-type products that anyone can make and what is your price target on CRNT? Thanks in advance.
      May 08 05:41 PM
    • Solar Power Will Be Transformational in the Next Decade [view article]
      Jack-Your articles on solar are very informative in general and the ones that are company specific provide data that is sometimes hard to find elsewhere. I like TSL, but so does everyone else, it seems. I am looking at CSIQ as possibly a better "value" play. I am also looking at EMKR (Emcore), which is not (yet) a pure solar play. EMKR will split it's fber optics and solar divisions into two separate companies later this year. The most intriguing aspect of EMKR, besides it's relative obscurity in the solar sector, is it's CPV technology, which claims 39+% efficiency, today. Do you know anything about CPV technology in general, or have any thoughts on EMKR? TIA!
      Apr 22 09:02 PM
    • Where Are Emcore's Commercial-Sized Orders? [view article]
      As they acknowledge, Citron is "short" Emcore and stuck holding their position after a lot of good news from the company. Now, they want to drive the price of the stock down so that they can unload their short positions, while leaving other shorts holding the bag. Anyone doing DD on Emcore will quickly realize that the company has a very bright growth future in fiber optics and solar (to be spun off in investors).
      Apr 15 12:53 PM
    • Solar Stocks Continue to Roll [view article]
      Solar has more to correct. Buy coal in the meantime, not clean but cheaper than oil and nat. gas, as well as alt. energy, and we need to get power from somewhere. Also, clean coal tech. is on the way and the US has plenty of it. Apr 08 11:44 PM
    • Next Stop: $2,000 Gold [view article]
      Gold is making a minor, and well deserved correction. The dollar has further to fall, oil will remain high, and the geo-political landscape will remain dicey, to say the least. Wall Street historically underestimates the action of gold and now is no exception. IMO gold will see $1,200-1,500 by year end and "possibly" $2,000 within 12 months. Mar 24 09:37 PM
    • Here Comes the Sun: EMCORE Should Prove Profitable [view article]
      Nice article Bill. Do you have any response to the latest Seeking Alpha article (trash) by Andrew (the short) Left? Your article is full of facts while his is full of...well let's say distortions (to be polite)! Mar 18 05:11 PM
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