We previously showed how France has taken the alternative energy (especially solar) bull by the horns, other markets are following, like the US and Italy. Prices in solar companies are still close to rock bottom, but they won’t remain for long we think. Now is the time to take advantage. There will be some rough […]
Entries Tagged as 'Solar sector'
Solars still interesting
November 27th, 2008 · No Comments
Tags: Solar sector · TSL
Sensible policy by Trina Solar (TSL) ensures survival
November 19th, 2008 · No Comments
They just announced third quarer results, which were stellar, but guided downwards for the rest of the year and 2009. But the policy they are following as a result is to invest only their free cashflow into new capacity, and that seems to us to all but guarantee their survival. The current stock price doesn’t […]
Tags: TSL
Bravo to France!
November 18th, 2008 · 1 Comment
The new alternative energy initiatives in France are absolutely massive. Bravo to France, and considering this is actually the one market where alternative energy makes less sense, due to the large installed base of nuclear energy (80% of electricity generation!) it’s even more phenomenal. So if France can commit to alternative energy, so can others. […]
Tags: Alternative energy · Solar sector
The Week in Solar Energy
November 7th, 2008 · No Comments
Difficult times, but innovation is continuing.
Tags: Solar sector
Obama should be good for alternative energy
November 6th, 2008 · No Comments
Tax incentives were extended, companies came in with better results than expected, but the sector is one of the main victims of the market and energy retreats. This won’t last though. For those that can look ahead a little bit longer, the case for these stocks is really compelling. And the dollar strength, reason of […]
Tags: Solar sector
Solar still very much in it
October 30th, 2008 · No Comments
Despite the absolute slaughter in the solar sector, those in the know remain fairly optimistic, and companies keep posting stellar result and confirming a good outlook.
Tags: Solar sector
Microwaves from the sky
October 21st, 2008 · No Comments
While the share prices are in a terrible funk, solar energy is very much alive and kicking. In fact, ambitions never have been bigger, and all kinds of fancy plans emerge. One is to build places with some of the most intensive sunshine on the planet, North Africa and The Middle East, full of solar […]
Tags: Solar sector
Solar’s outlook remains sunny
October 21st, 2008 · No Comments
You might think that with falling energy prices, and tight credit, the solar sector would be in a funk, and watching the shares of solar companies, you would be confirmed in that opinion. Yet, as we argued before, it really isn’t all that bad.
Tags: Solar sector
Protected: The Week in Solar Oct. 20 2008
October 20th, 2008 · Enter your password to view comments
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Tags: Solar sector
Crisis, what crisis?
October 18th, 2008 · 1 Comment
Stock prices collapsing, some valuations implying a nuclear winter, accelerating falls in energy prices, many scary stories about the end of subsidies, a global recession or even depression to boot, you can be excused for thinking that the end of solar energy is neigh. Yet there is no sign of that in the industry itself..
Tags: Solar sector · TSL