alpha24seven

The 'Problem' With Solar Companies is Not Really a Problem

Well you presented the "problem" without even knowing it. The entire solar industry is predicated with success using subsidies. When these companies start flashing big numbers in their 10k/q then the subsidies will end -- hard.

Ever see a heroin junky go clean? Not pretty...

US Energy Bill: Solar Stocks Will Feel All the Heat

This piece is quite accurate. The solars will all get pounded but not before the "blow off top" which I would bet is what we are seeing here.

The irony is that what is left of the solar industry will be much stronger and be able to carry us to where we need to be. Of course much pain and lamenting until then. Ultimately the solar (surviving) companies will by then have learned how to function without subsidies which is in fact the real reason the solar industry has not been able to deliver a true consumer product. Subsidies are just like crack cocaine to this industry and breaking the addiction will be ugly. We are about to see it.

You don't recommend shorting any of these names but I sure as hell will. I know this industry very well and some serious shorting is in order to reel some of these cowboys in. Hint: Solar companies are not necessarily your friend...

And to Iconoclast421. You seriously have no idea how this industry works. It is clearly evident in your myopic, acerbic and distorted view of the solar industry viewed through the lens of the incredible (nearly Disney like proportions) projections on how this industry has 200 years of backlog and 3,000% yoy growth. It simply isn't true. When people like you are forced to deal with the economic realities of the solar industry, it is a quick and unintelligent leap over to the "if only George Bush were able to pull his ass out of the Bible and put down that liquor bottle. But not before he calls his Middle Eastern buddies to sell of a big chunk of America" preposterous camp.

Good piece. It is great to know others see the forest for the trees.

Signed, many year solar industry veteran.