petyaczar

As Solar Sector Flies, Pay Attention to Values

Solar energy has a bright future, The U.S. government tax credits will serve all providers well as the market gains momentum.
The biggest players will be the biggest winners.
STP is both a solar play AND a China play AND one of the largest most profitable suppliers on a global basis.

IMO

Solar Gets What They Want, But Stocks Still Suffer

IMO

Once the dust clears on the misnamed "bailout bill" and word gets out
on the renewal of the solar tax incentives then solar will rise again.

Subject of course to what happens to the irratic and illiquid and fearful financial industry - with no small thanks to "MArk to Market" and Sarbanes/Oaxley and the politicians who created this mess by foisting "Mark to Market" upon us along with the requirement for social engineering in lending thru forcing -under penalty of criminal prosecution - social engineering and requiring all lenders make loans to unqualified borrowers, especially minorities, in the name of "Social justice.

With special notice of disdain and dishonor on the major proponents bubba bill clinton, janet reno, paul sarbanes, oaxley,barney frank,al schumer, Chris Dodd, joe biden, hillary clinton, and of course frank raines of fannue mae and his major crony buddy Barak Hussein Obama, a supporter of the radical odmestic terrorist group ACORN and major recipient of politcal donations from Fannie Mae and his buddy frank raines..

The politicians caused this fiasco, not Wall Street. A Pox on both your houses.

IMO

SunPower, Solar Stocks Hit By Panel Price Prediction

Paultaut,,

So is iron, copper, gold, silver, ALL ore requires refining. So why should sililcon "ore" be any different. Don't be so lazy... refine and pusify.

PS in the face of rising demand, and with essentially unlimited supply of raw ore, build the facilities to meet the demand AND = THEY WILL COME.

Seriously I do not understands the point of these comments of yours.

PS recycling "old panels" for their materials is also a growing and profitable business.

SunPower, Solar Stocks Hit By Panel Price Prediction

Paulaut,

To your comment "where are the 5-10G computers that were supposed to be on the shelves by now"

That's why I saidthe "old computers had the capaicy but not the power of today's laptops.

The cheap price/performance of cheaps went into bigger chips, faste chips,more graphics capability, wireless etc. = and still the price continues to drop and price/performance improves, funtoinality increases and ever more units are sold.

IMO same will happen in solar, And already effeciency ratios are improving dramatically (1 sunny day of ergs in = much more useful watts out) That's Watt's it all about -as they say in physics.

PS th material for solar panels is abundant and it will come from the Earth - go take a walk in the Mojave desert and you'll figure out the answer to your question.

Every month, the Sun pours more energy onto the Earth than mankind has used up since the DAWN of his existence.

SunPower, Solar Stocks Hit By Panel Price Prediction

Supershort,

I get revenue growth in excess of 55% a year, I get profitabiliy and improvements in profitability of 20% a year +/-
I get that ALL Presidential Candidates AND CONGRESS on both sides of the aisle = favors solar energy industry as an essential alternative to oil.

What do you get supershort = a Giant wedgie!!!!!!!

You are standing in the water trying to turn back the tide. Start swimming with the tide, because it ain't stopping for you.

IMO

SunPower, Solar Stocks Hit By Panel Price Prediction

Universal Huckleberry!!

Exactly, thank you! As we all should know - even the Ivy League educated - in the face of growing demand, as production volumes increase, and cost of production is driven down, and the price per watt continues to drop, this drives more shipments resulting in more revenues, and higher profits as 50% of costs remain fixed and 50% are variable.

Anyone who disputes this can go talk with GM, Ford, Chrysler and ask them about production volume, cost per unit production, selling price, demand,revenues and resulting profits.

This is GREAT news for Solar = see STP today, once again the short sellers are taking it in the shorts!!!!!!!!

SunPower, Solar Stocks Hit By Panel Price Prediction

Moore's Law should apply ONLY to microprocessor chips?
Look what the price drop, perfomrance increase paradigm has done for the computer business!!!! Seems to have helped hasn't it.

Petya/s Solar Corollary to Moores Law: the price performance of Solar panels will continue to improve (doubling) every every 3 years with prices continue to drop and Ev output continuiing to go up. This will drive expanded demand, larger production volumes, and GROW unit shipments as well as increasing revenues and profits.

I was in the computer business back in 1971 until Ijust recently retired. Back then a computer (main Frame) cost about $2million and it had all the capacity - but not the power - of the laptop I am writing this on! My laptop cost me $2,400.

If autos did what computers did in terms of price performance, you could now buy a Ferrari for 5 cents.

Moore's Law was responsible for the growth of the computer business to the point computers are now ubiquetious!!!

Petya's Solar Corolaary to Moores Law will do the same in the Solar industry. Its great news. We will be buying Solar stocks on the dips.

The market has this backwards -for now IMO

Which Are the Bargains In Solar Stocks?

PS

While no one will be allowed to takeover STP = the Chinese are not stupid as our American politicians are.

ESLR is a potential takeover candidate as well. Fo instance GE does not currently have a solar component in its business portfolio, GE does have a wind component and a nuclear component in its business portfolio.

So with STP you get a China play (for free)
AND with ESLR you also get a potential takeover candidate = soon as they acheive profitability (next 1-2 years)

IMO

Which Are the Bargains In Solar Stocks?

IMO

STP = a China play AND a solar play all wrapped up in one profitable company. Energy is China's critical success factor, STP is a Chinese company. The Chinese are NOT stupid - like the U.S. politicians - the Chinese WILL use their own domestic company to fill their cast solar energy needs. STP has a place at the head of the table of the boutnious Chinese energy market.

ALSO agree with ESLR comments. This company will soon acheive profitability, and their connections and activity in SPain and Germany will werve them well as a profitable large global solar provider.

STP and ESLR will be the solar IBM''s of the immediate future. Both are cheap, both also leverage off the high price of oil and the current political environment.

Buy on dips, trade on bubbles, and hold hold hold core long terms positions in both stocks and IMO yo'll be looking at $200 to $400 stock valuations over the next 5 to 10 year period.