Gaucho

Game Changer in Solar Energy: PG&E Inks Deal

LDY SORRY CORRECTION THIER MARGINS WILL RISE AND THEIR COSTS WILL FALL.

Game Changer in Solar Energy: PG&E Inks Deal

TAKE a look at LDK. By 20011 they will be the largest producer of polysilicon in the world. Their margins will fall. They have long term pre-productions agreements locked in from 5-10 years. They have 3X earnings growth. They will be announcing the first production line of their polysilicon plant before the end of the year. The shorts are trying to get off and are fighting a valiant battle but the stock price KEEPS rising. The PEG is about 3.6!!!!!!
The stock has peaked twice at about 70 per shares and this time the earnings are 3X and the polysilicon production build out will have started

THIS STOCK WILL BREAK 100 by years end!!!

Contradictions in the Solar Market

One comment that surprised me was that the one about thin solar. Companies like NANO SOLAR have their prodiuct sold out for 18 months. They will not even ship samples. This material will be incorporated in roofing materials.
The demand for electricity will skyrocket in the next three to five years. The new lithium battery that is being introduced into the market will have 10 time the storage capacity of current batteries used in autos. Plug in hybrids are going to introduced at an accelerating rate starting next year. This technology will use every bit of the capacity that the electric utilities can produce including all the capacity planned for solar.

Another are for solar growth is the second and third world countries where the infrastructure does not exist and abundant sunshine does. Imagine a carport with solar cells on the roof directly charging a plug in hybrid while the driver is at work.