alpha24seven

Want Solar Panels? China Will Pick Up the Tab

Umm... Is it just me, or we wandering around a bit here. So China is going to subsidize solar, ok. Where are they going to subsidize solar? In China right? Ok, so why is everybody talking about how great this is for example -- New Mexico?

We currently have thousands (yes I said thousands) of manufacturing facilities shutting down in China right now. There will be thousands more. The scale of these PV arrays are made for these same manufacturing facilities that are shutting down in record numbers.

So what is the point here exactly? Do you really think the Chinese government is going to subsidize 60% of a solar PV array to go on top of a Whole Foods store in Los Angeles?

We need more clarity on this. One thing is for damned sure. The Chinese solars popped big on this news and we know the local Chinese government officials are the hand in the glove of many of the Chinese solars. They announce some wide eyed funding initiative with about 10% visibility and the stocks pop. Somebody should be investigating that. Maybe the Chinese have finally figured out how solars move -- by press release. Think about it. Some obscure Chinese government agency issues some fanciful PR talking about this and that and boom big money made in one day. Somebody should look at option activity and the relationships between the Chinese gov and these solars executives. This isn't passing the sniff test.

5 Stocks to Buy if Obama Wins

Obama has an abysmal voting record for renewables. Witness his "missing votes" for the current problem with the Fed tax credits. Shameful.

Moreover, you do realize he has taken more money from the nuclear energy industry than nay other politician -- ever, and Illinois has more nuclear power plants than any other US State. I think you listed GE for the wrong reasons...

Solar Shorts Keep On Rising Even As Oil Surprises

Don't short solars on hope/hype/oil or any of that. Short solars on their exposure and complete reliance on subsidy. The subsidies are faltering around the world and if they crack further, solar will be beat into oblivion. That is a good thing because only after the artificial high priced PV environment will plummet and -- finally -- we can get on with the energy revolution. It's called solar 2.0.

Is There Value in Silicon Solar PV?

Another thing. There is a coal mine canary named Nanosolar. Watch them carefully. If -- and I say if they can do what they say than all Si based solar will be killed -- dead...

The only thing to do is see if you can get borrows on the entire Si PV basket.

Completely crushed. But then again, so will a whole slew of other technologies like coal and natgas etc. Far and wide reaching destruction at the hands of just this one company.

Is There Value in Silicon Solar PV?

Much discussion about analysts. What you should probably know about analysts that most believe the best analysts won't ever be heard. Why? because they all work for hedge funds and hedgies don't broadcast research. There is no way the smart analysts can repel the massive money and better life a hedge fund will provide for them. The best proxy you can use is short interest. If there is big short interest and the pps has been beaten that is probably a result of the best analysts money can buy. Relying on stock analysis by some junior analyst from a known firm (even GS) or guys on SA will get you killed.

The Tellurium Supernova

It is an interesting argument. The notion that a highly technological product using sophisticated materials will "stratify" in time to the point of doom.

It seems the entire thesis is based on a one way street. It is technology and technology moves so fast that the minutiae of this argument is pointless. For example, if NanoSolar can do what they say the can, then the production/consumption of Te is a moot point.

Solar Energy Stocks: The Good, The Bad and the Ugly

Thanks Faisal -- good analysis in my opinion.

Two things to also consider.

1) Domestic US solar uptake is predicated by a strong housing market. We all know how that's going. I've yet to see one credible look at the impact of this.

2) Solar is so outrageously expensive that it is dead without a near 50% subsidy coming from some government entity. It needs to be a mass market product instead of a niche "upwardly mobile" product. The lurking danger here is nuclear. Nobody seems to want nuclear (especially me) but you can see the "creep" of new acceptance coming nearly every day. If nuclear gets traction again, solar will be dead with pricing at these exorbitant prices. The argument will be amount of energy delivered with zero GH gasses driven to price per kWh of nuclear versus nuclear / solar. Solar will get killed. Never mind the costs to build a nuclear plant. It will be conveniently (or lobbied) away in long term amortization schedules. The prices need to come WAY down immediately or the solar industry just might lose the war from a battle they are choosing to ignore.