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

To: Jacob Snyder who wrote (11013)	5/26/2011 12:10:54 PM
From: rz	Read Replies (1) \| Respond to of 16955

Jim Chanos / Kynikos Associates: The well-known short-seller attacked alternative energy 'green' plays with a presentation entitled, "Does Solar and Wind = Hot Air?" Chanos said that, "wind is 50% more expensive than natural gas, and solar is 4 times more expensive" and that natural gas prices have essentially shot an "economic arrow" into alternative energy. In particular, Chanos mentioned Denmark-based Vestas (CPH:VWS or PINK: VWDRY), a company focused on wind power that might be worth looking at for a short. However, he is most excited about shorting solar power via First Solar (FSLR), a company he believes has outdated technology. Chanos was recently on television talking negatively about this name as well. He points out that Spain and Italy utilize solar power the most. But, the problem there is that the demand is highly subsidized. Also, he points to the management exodus at FSLR as a warning sign for investors to exit shares. Read more: marketfolly.com

To: Jacob Snyder who wrote (11013)	6/2/2011 3:12:03 PM
From: Jacob Snyder	Read Replies (3) \| Respond to of 16955

Energy Efficiency Is Winner After Fukushima: “The payback periods on investments reduce significantly as the oil price goes up. The logic is that everybody has an incentive to save money when oil is over $100 a barrel.” noir.bloomberg.com energy efficiency sectors/companies: LED lights: CREE LED equipment: AIXG, VECO copper (used in electric infrastructure): FCX, BHP, RIO hybrid car leader: TM (Toyota) building insulation: DOW conglomerates with large energy business: GE, SI JCI (Johnson Controls) AMRC (Ameresco) LIME (Lime Energy) Other ideas?

To: Jacob Snyder who wrote (11013)	6/8/2011 7:57:47 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) \| Respond to of 16955

solar gross margins, 2Q11 guidance included: 2010,1Q11,2Q11,company: 46% 46% 40% FSLR 33% 27% 23% YGE 31% 27% 23% TSL 29% 26% 27% JKS 23% 20% 16% SPWRA 22% 17% JASO 22% 31% 24% LDK 21% 16% HSOL 17% 19% 19% STP 15% 15% 14% CSIQ 2010 and 1Q11 are actual. 2Q11 is from latest company guidance if available, or other guesses. The downtrend continues. Estimates and guidance is changing, almost daily. The only company on the list to expect an increase in gross margins in 2Q11 is JKS, and only by 1%. The rankings mostly remain the same: FSLR in a class by itself; YGE, TSL, JKS are the second tier. LDK is doing better than I expected. If not for their debt, I'd consider adding them to my Buy List.