ytterbius

http://AmericanSolarEconomy.blogspot.com

25 Comments

    • 5 Stocks to Buy if Obama Wins [view article]
      Alpha, as usual you are full of it. Where Obama did not vote on tax credit extensions, it wouldn't have mattered because the numbers weren't there. The most shameful failure to vote was by McCain in the most recent attempt to extend the existing credits. In that case, McCain was actually in DC, but did not supply the 60th yay vote to avoid a potential filibuster. He claimed to have to study the issue, which if true, shows that he doesn't know what's going on, and if false, puts him in direct opposition of Alternative Energy Invesment. Either way, it's an outrage. Sep 10 01:24 PM
    • Geologist: In Terms of Supply and Demand, the Oil Peak Is Past [view article]
      "People continually want to blow sunshine up our exhaust pipes by using wind power. Gentlemen, we are investors and as such we are experts in the fields of energy as compared to the average American. Let us start acting and Blogging as such."

      Yes and no. Electric cars are on the way, which will allow electrical energy to be used for transport. Ultimately, Energy is Energy, no matter what form it might be in at the moment.

      Also, for an excellent Peak Oil Video that just came out today, check out www.chrismartenson.com... This is MUST SEE.

      As for Nuclear, check out: americansolareconomy.b... Nuclear is not a viable solution. Solar, Wind, Geothermal; these will be primary sources of replacement Energy.       Aug 23 11:22 PM
    • IPO Analysis: GT Solar - A Unique Player in the Solar Industry [view article]
      "Piper Jaffray are real analysts."


      AHAHAHAAAHAHAAHAAAA!       Jul 20 09:41 PM
    • Solar's Warm, But Not Hot - Barron's [view article]
      CLH - We're very close to parity right now in some place, like Italy. If the Asian Economies continue to grow and to increase demand for Oil and Coal, then Grid Parity will rise, just as manufacturing costs of Solar (and Wind) are decreasing. This is not to mention Climate Change responses like Cap and Trade, etc. Emitting Carbon is going to get very expensive soon. Jul 20 05:52 PM
    • Solar's Warm, But Not Hot - Barron's [view article]
      Sorry "to FSLR is producing their own poly at $35/kg next year?" = "to FSLR, when LDK is producing their own poly at $35/kg next year?" Jul 20 03:58 PM
    • Solar's Warm, But Not Hot - Barron's [view article]
      Oh, and BTW:

      Under FSLR, you have the following claim:

      "It is not exposed to poly pricing, because it uses cadmium telluride, which produces cheaper electricity than poly prices and will continue to until poly hits $70/kg."

      If $70/kg is the parity point, then what happens to FSLR is producing their own poly at $35/kg next year? LOL!

      Tellurium will get more expensive, while at the same time Silicon will be getting cheaper, and the efficiency in the use of Silicon will be increasing, not only as Silicon-based thin-film takes off (See AMAT), but as wafer-makers are cutting them thinner, and wasting less in the process.       Jul 20 03:57 PM
    • Solar's Warm, But Not Hot - Barron's [view article]
      Eli, you don't mention your positions on any of these companies.

      Based on previous articles you've written, I'd gather that you're short as hell on the Industry.

      As for your link to Barrons, I won't be subscribing, so I can't argue any specific points of FUD that they might be passing on. In any case, Barrons has already done a number on their credibility on Solar, since Bill Alpert completely blew it on LDK Solar.       Jul 20 03:41 PM
    • LDK Solar: The Brightest Opportunity? [view article]
      ART005, you are incorrect.

      www.oilcrisis.com/NetE...       Jul 06 07:11 PM
    • Investing In a Resource-Constrained World (Part V) [view article]
      I have a BS in physics, and I know absolutely nothing about cold fusion. I do know quite a bit about Solar, though, and you're wrong on it.

      Ok, there are a tremendous number of arguments that could be used to support Solar, and in particular, Silicon-based Solar, but I'll stick with one directly related to your article; Peak Oil.

      You want to support thin films over Silicon, but that contradicts your peak-based reasoning.

      Which is a stronger company in a post-peak world?

      Would you bet on super-high-tech company depending on rare elements from the corners of the world, as well as incredibly specialized equipment and infrastructure for the development of their product; or would you rather support a company that uses well-known technology (silicon-based), and the second-most most abundant material in the Planet's crust (silicon) for the production of their product?

      The particular Silicon-based company that I mention is LDK Solar. They're building the World's largest Polysilicon Factory in the World. They've got local supplies of raw Silicon to process. They even are buying their Ingot Crucibles from a Chinese Company right across the street, as opposed to ordering them from Europe or the US, as other companies do. Plan has LDK capable of producing 2 GW of Wafers per year after 2009 (much sooner than any cold fusion process will produce a GW). You can bet that if any company will be insulated from the problems of Peak-whatever, it's going to be LDK.

      When you're talking about peak-resources, the obvious solution is to make best use of the most common of resources, as you well know by your assaults (deserved INO on FSLR for their Te dependency).       Jun 24 01:24 AM
    • Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
      "pretty much the same business model as LDK - except with great analyst support"

      LOL! It may be a similar business model, but it's not half the business, and it costs just as much. Their margins are much worse, and their future vision and potential doesn't touch that of Light Peng and LDK.

      As for analyst support for LDK, it really depends on which analyst you're following. Needham and UBS have targets will above the current price. Are they fools? Who are you following, and what rationale are they using that suggests to you that they are right about this company?       Jun 11 10:00 PM
    • Asensio Still Skeptical About LDK Solar [view article]
      Gutowski is Asensio's tool, and neither have any credibility when it comes to LDK. While they whine about irrelevancies, LDK continues to move forward in achieving their plan. LDK is in great shape; in the end, they're untouchable by these crooks. Mar 05 04:02 AM
    • Solar Energy IPO: ReneSola Competes With LDK Solar [view article]
      These guys don't look like a good bet to me. They're late to the game, and they don't appear to be planning on a scale to put them in competition with LDK. Jan 27 03:47 PM
    • LDK Solar: The Naked Shorting Crime [view article]
      Well, Fates, let's see about getting some disclosure on who actually did all of that shorting between 10/3 and 10/15. Then we'll know if everything is on the up and up. Dec 29 01:28 AM
    • LDK Solar: The Naked Shorting Crime [view article]
      Shoe, it's interesting that you would link to Asensio. This is a guy that won't even let you read his content unless you agree to his very rigid terms of service, which states, among other things:

      c.) PROTECTED OPINION
      asensio.com reports contain opinions and contain no statements of fact. All of the statements published by asensio.com constitute written opinions and are not provided to assist any individual or entity in making any investment decision.

      Asensio is on the wrong side of this one, and looks to be trying to avoid a squeeze.       Dec 24 01:48 PM
    • LDK Solar: The Naked Shorting Crime [view article]
      User, the act of Naked Shorting is demonstrably real. The SEC discusses it at the provided link, and others have gone into greater detail.

      You say that "real investors base their decisions off the facts," which is something I would agree with. Really, all that this article is requesting (it was originally written as a letter) is for the facts of the number of "fails" to be provided to the investor by the DTCC. Without this information, the dilution of the stock is unknown, and the investor is lacking knowledge on a crucial component of the supply/demand equation. Help us out; write to the SEC and your Congresspeople.       Dec 24 01:34 PM
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