ytterbius

Solar's Warm, But Not Hot - Barron's

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.

Solar's Warm, But Not Hot - Barron's

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?"

Solar's Warm, But Not Hot - Barron's

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.

Solar's Warm, But Not Hot - Barron's

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.

Semiconductors: Is the Glass Half-Empty or Half-Full?

"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?