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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (8226)	5/24/2010 5:21:09 PM
From: Eric	Read Replies (2) \| Respond to of 16955

Solars getting near their 52 week lows. Unless oil moves up the solars won't. But I'm smelling a good entry point for the long haul. But overall the stock markets do not look good here worldwide. Sometime this summer... JMHO

To: Jacob Snyder who wrote (8226)	5/24/2010 9:13:27 PM
From: Sam	Respond to of 16955

FWIW, I don't think it matters much what they report for this quarter. And while their forecast matters more, even that doesn't matter much, because everyone knows that solar is in flux as long as government subsidies are so iffy and currencies and energy prices unpredictable. We just had a big move in the Euro, and while a sharp move up seems unlikely, this move didn't seem very likely a few months ago either. Energy prices have been going down lately, and while Jacob is right in saying that the price of oil shouldn't correlate with solar pricing, Eric is right in pointing out that they have been correlated, whether it makes sense or not. YGE, TSL and CSIQ were the biggest winners on the last move up. But they just short term trading stocks at this point, IMHO. They may not go as low as some of the others who haven't executed as well as they have in the past year, but the group still has lower to go, even if it probably won't be a straight line. The psychology is negative, though, and anyone trading these stocks will have to be nimble.

To: Jacob Snyder who wrote (8226)	5/25/2010 2:35:27 PM
From: Jacob Snyder	Respond to of 16955

YGE CC notes (additional): our non-poly processing cost was reduced to $0.75 per watt in first quarter 2010, a remarkable improvement from $0.80 for the full year 2009 and $0.85 for the full year of 2008, demonstrating our industry-leading cost position...expect $0.70 by end-2010. No current plans to expand cell/wafer capacity, beyond already-announced end-2010 capacity of 1GW. poly capacity: 600-800 tons end-2010 2400-2500 tons end-2011 They expect their poly costs to be below $60 by end-2010 For the Chinese feed-in tariff, which is expected to be coming in the second half of this year...we estimate that the feed-in tariff would be RMB 1.15 to RMB 1.2 per kilowatt hour. ( = $0.17)...next year, we are looking forward to ship around 200 megawatts in Chinese markets... right now...slightly above 50% (of total sales) is pricing in euro, and roughly 45% is pricing in U.S. dollar, and remaining 5% is pricing in RMB Assumptions for 2010 guidance: 1euro/1.2$, RMB6.5/1$ seekingalpha.com