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The hidden forex risks of investing in solar stocks

February 8th, 2011 · 1 Comment

From for Shareholdersunite

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Tags: Alternative energy · currencies

China surging ahead with solar energy

June 12th, 2009 · 1 Comment

China provides one of the bright spots in the world economy, especially sectors that depend on government stimulus and credit, since there is, well, quite a lot of those going around these days. Alternative energy should rock, as it is dependent on both. Those 2011 options in LDK we suggested are looking very good indeed, […]

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Tags: China · LDK · Solar sector

Trina Solar is cheap, really cheap.

June 30th, 2008 · Comments Off on Trina Solar is cheap, really cheap.

Very cheap indeed, with earnings estimates between $3 and $4 for THIS year, it’s trading at a p/e less than 10. For a company which still enjoys triple digit earnings and profit growth, this doesn’t make much sense.

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Tags: Solar sector · TSL

When will the coming polysilicon boom get us to grid parity?

May 26th, 2008 · 2 Comments

We give a summary of what we see as the most important consequences of the coming wave of polysilicon hitting the market, which will reverberate through the whole industry and will greatly help the sector competing with traditional sources of electricity production. We also try to say something about the timing.

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Tags: Solar sector

Solar sector scare?

May 22nd, 2008 · 1 Comment

We just came across an article in which a certain Mark Congloff from the Wall Street Journal warns about investing in Solar stocks. He likens it to the ethanol industry, which once, just as solar now, was the darling of alternative energy. Does he have a point?

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Tags: Solar sector

The solar’s quest for grid parity

May 20th, 2008 · 4 Comments

Give or take a couple of years, solar energy is expected to achieve ‘grid parity’, the holy grail of solar energy, around 2011. This is when solar will become as expensive as energy production from conventional sources, and solar energy will become mainstream. There are a couple of forces at work to get us there.

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Tags: Solar sector

The Economics of Stock Analysis: Solar Stocks

May 9th, 2008 · Comments Off on The Economics of Stock Analysis: Solar Stocks

These solar energy stocks, like our present favourite Trina Solar (TSL) are terribly volatile as one look at the graph will testify. What is behind that? 

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Tags: Economics of stock analysis · Solar sector · TSL

Solar energy: free market versus industrial policy. Complements rather than subsitutes

May 4th, 2008 · Comments Off on Solar energy: free market versus industrial policy. Complements rather than subsitutes

Free markets are extremely useful tools, but they have their limits as well, as they rely on price signals that provide incentives on which economic actors take decisions, but at times, these price signals do not contain all relevant information. Supporters of free markets see no role for the state in meddling in the market […]

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Tags: Solar sector

Some strange market logic

May 2nd, 2008 · 1 Comment

Sometimes, markets do not work as one is inclined to expect. For instance, when the housing and credit crisis started to really scare the markets early this year, and increasingly the talk was not if, but when the US economy would fall into a recession, energy prices moved up. 

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Tags: Solar sector · The Markets · TSL

A new First Solar in the making?

April 24th, 2008 · Comments Off on A new First Solar in the making?

A company that hardly sells anything (with some luck they’ll have $2M in revenues this year), will only seriously start producing in 2010, but nevertheless has a grown-up market capitalization of close to 200M. Cool! Wat is it? Biotech? No, a solar company. It’s called Ascent Solar (ASTI).

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Tags: ASTI · Solar sector