Microwaves from the sky
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 […]
Solar’s outlook remains sunny
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 […]
Protected: The Week in Solar Oct. 20 2008
There is no excerpt because this is a protected post.
Crisis, what crisis?
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, […]
A difficult market for our puppies
In the words of Jim Cramer, a lot of broken stock prices, but not necessarily broken companies. We think that the main companies we write about here, InterOil (IOC), eFuture […]
Trina Solar will exceed expectations while disaster is priced in
We have stated a few times in this huge sell-off (including in our best visited post ever), that Trina Solar (TSL) seems to have disaster seem priced in. While it’s […]
All bets are off
There is quite a bit we don’t know, and markets really do not like uncertainty..
Curious, mega-sell-off in solars coincides with boom
And the boom is even better than previously thought. This morning it was LDK who spread the good news, but they are hardly alone. There isn’t any sign of any […]
Trina Solar and Goldman’s Solar Shock
We featured an article today discussing Goldman Sachs’ surprising take on the solar stocks. Here we reflect some more, and some update on a solar stock we have been following […]
Solar shock from Goldman Sachs
We were very puzzled that right from the moment the US tax incentives finally (after many tries) were extended last Friday a tremendous sell-off ensued that gripped the whole solar […]