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  • A deal with South African solar manufacturer Solairedirect is helping ReneSola (SOL +3.2%) tick higher.  Solairedirect's manufacturing subsidiary has agreed to make 120MW worth of ReneSola-branded solar modules over 3 years, with its parent company having committed to to buying 54MW of them for solar projects. ReneSola adds Solairedirect could make additional modules if it chooses to expand its production capacity. (PR[View news story]
    The energy policy is a very political matter. South Africans have understood the importance of solar energy for the strengthening of their energy independence. A cooperation between a Chinese manufacturer and a South African company, between the BRICS countries, is good news for the climate and for the solar business.
    Arcesilas (Switzerland)
    Apr 4, 2013. 01:51 PM | Likes Like |Link to Comment
  • Electric Vehicle Roundup: 1) Chevrolet Volt (GM) sales continue to fluctuate wildly, up 59% Y/Y and 43% M/M in Feb. to easily beat sales on Toyota's (TM) Prius. 2) Look for Ford (F) to include sales numbers on the Fusion Energi as the model hits dealerships this month. 3) Nissan (NSANY.OB) sold 636 Leafs in the U.S., +36.6 Y/Y, flat M/M, just ahead of the unveiling of a new model. 4) In Scotland, politicians issue campaign promises to install an EV charging point every 50 miles. 5) Tesla Motors (TSLA) trades in the mid-$30s post-earnings. On tap: Will revenue cover payments on a DOE loan and production costs or will Elon Musk need to float more stock? [View news story]
    The F-35 is a financial chasm. It is so long to end, so complicated, that when it will be finally ready, the radars of the enemy fighters will discern it without difficulty. Buy the french "Rafale", he flies well, he touch down on an aircraft carrier, his radars and his missiles are efficient and he is very cheaper... Arcesilas (Switzerland) (The "Grippen" is good too...)
    Mar 4, 2013. 07:59 AM | Likes Like |Link to Comment
  • Sell Vale This Month And Take Your Tax Loss [View article]
    The course of VALE will remain low for another 2 years. As soon as the investors will think that the economic crisis is about to end, the course shall leap. As with all mining, oil and steel companies. And VALE is not a small structure, it will not go bankrupt before that date.
    Arcesilas (from Switzerland)
    Dec 5, 2012. 02:57 PM | Likes Like |Link to Comment
  • The House's Intelligence Committee has recommended Huawei and ZTE be shut out of the U.S. telecom equipment market due to security fears caused by their Chinese government ties. Unclear is whether the committee's stance will affect only infrastructure sales, or also the companies' U.S. mobile phone sales, which are growing quickly. Either way, infrastructure rivals such as CSCO, ALU, ERIC, CIEN, and TLAB must be pleased. (previous) (Huawei IPO rumor[View news story]
    The Europeans are also worried in relation to any spying activities of Huawei. They could be economic and military communications. It is likely that the EU manages to make the same decisions.
    Oct 12, 2012. 08:53 AM | Likes Like |Link to Comment
  • National Bank Of Greece: Asymmetric Risk/Reward Short Trade Before Recapitalization [View article]
    The European Central Bank directly recapitalize European banks. Decision: June 29, 2012. There should not be any dilution of ownership. This is not really economical, it is a political decision.
    Oct 7, 2012. 02:09 PM | 1 Like Like |Link to Comment
  • FuelCell Energy Management Discusses Q3 2012 Results - Earnings Call Transcript [View article]
    Germany, and north of Europe, are promising markets for any technology able of high energy output. The north of the Europe is a huge and solvent market. Conflict one looks at climatic warming there very seriously. If FuelCell achieves the economic breakthrough in this region, it is a big success.
    Arcesilas (from Switzerland)
    Sep 7, 2012. 07:40 AM | 2 Likes Like |Link to Comment