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

To: Jacob Snyder who wrote (13484)	6/13/2012 2:01:03 AM
From: selivanov	Respond to of 16955

"The U.S. remains way behind Europe, Japan, China, Brazil in commitment to alt-energy and energy independence." "The other alt technologies continue to be niche or blue-sky" "Maybe if we graduated more engineers..." "solar is dropping prices and manufacturing costs..." What an incredible array of conflicting and confused statements. america needs commitment to alt-energy despite the fact they continue to be niche or blue-sky. america needs more engineers so that solar manufacturing costs can decline. LOL...LOL...LOL...LOL. Its all politics and Fiat manipulations....and yet you pretend to understand but obviously your strategy is: Darts throwing.

To: Jacob Snyder who wrote (13484)	4/22/2013 4:24:48 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 16955

FSLR news: 4/9 presentation: First Solar is banking its future on a hybrid model where solar is a replacement for hard-to-obtain energy in special applications. No subsidies needed for economic viability. The majority of FSLR's growth will come from emerging and frontier markets by 2015. FSLR's extra emphasis and investment on fundamental research will put it permanently ahead of its polysilicon competitors. These moves include an acquisition of potentially groundbreaking technology in solar startup Tetrasun. Forward guidance emphasizes that FSLR will not be a victim of the solar recession. In fact, it will soon thrive in its wake. CEO Jim Hughes defiantly declared: "We are not going anywhere, and we will be successful."... Extremely wide earnings guidance - $4.00 to $4.50 fully diluted EPS for 2013, $2.50-$4.00 for 2014, and $4.00-$6.00 for 2015 - means that investors should continue to expect a lot of volatility in results and the stock price (the CEO stated an expectation for normalized margins from 20-30%, so revenues will apparently be the most volatile component of FSLR financials).... Market conditions are stabilizing... 99 cents installed system cost. Almost 60 cents is the module and tracker... seekingalpha.com TetraSun has developed a particular cell architecture capable of conversion efficiencies exceeding 21% with commercial-scale manufacturing costs comparable to conventional multicrystalline silicon solar cells. seekingalpha.com my comments: At a PE of 10, and $4 EPS for 2013, a stock price of $40 looks reasonable. Future profits based on Systems look more certain than profits based on panel prices. Their emphasis on research, and acquisition of Tetrasun, is a tacit admission they don't expect CaTe thin-film to be competitive with c-Si, ever again. Also, since Tetrasun's technology is c-Si, that means FSLR has also given up on all the other alternatives to c-Si. Manufacturing cost reductions, from poly ingots to mounting hardware and everything in between, have been amazing in this industry over the last 2 years. Unfortunately for FSLR, cost reductions for c-Si have been more than for thin film. disclosure: recently sold most of my FSLR at $38, a large loss. I'll probably buy back after 31 days, whenever the next dip happens.