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Gold/Mining/Energy
Alt-energy: wind and solar

An SI Board Since March 2010

Posts	SubjectMarks	Bans
40	5	0

Emcee: Jacob Snyder	Type: Moderated

Introduction Compact

Is this sector a good investment?
Which equities within the sector are the best investments?

wind equities:
FAN wind-energy ETF
% of global market 2009, turbine manufacturers, country:
14% Vestas, Denmark
13% GE, U.S.
9% Suzlon + RePower, India + Germany
9% Sinovel, China
9% Enercon, Germany
7% Goldwind, China
7% SI (Siemens), Germany
6% Gamesa, Spain
5% Dongfang, China
2% Mitsubishi, Japan

APWR, A-Power
AMSC American Superconductor, electrical components and converters
BWEN, Broadwind Energy, towers

solar equities:
TAN solar-energy ETF

module-maker, technology, manufacturing cost per module (latest data), %efficiency (sunlight/electricity) in mass production :
FSLR (First Solar), CaTe thin-film leader, 0.84$/W, 11%
TSL (Trina Solar), crystalline, 18%
STP (Suntech), crystalline, 19%
YGE (Yingli Green), crystalline, 18%, 1.20$/W
LDK (LDK Solar), crystalline, 0.93$/W
JASO (JA Solar), crystalline
SPWRA, (Sunpower), crystalline, 23%, highest cost?

AMAT, Applied Materials, semi-equip and SolarFabs using amorphous silicon
Wafer-makers: WFR (MEMC), Solarworld, Renewable Energy Corp., SOL (Renesola)

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
40	Crickets chirping here for 7 years... Didn't make it out of the first half o	sense	-	3/31/2019
39	Still assumes linearity in the replacement. What's the real additive cost o	sense	-	3/31/2019
38	First Solar Stops Installation at Agua Caliente Project	Sam	-	8/31/2012
37	First Solar Tumbles 17% on Push-Out of Arizona Sales By Tiernan Ray bl	Sam	-	8/31/2012
36	Entire Solar Sector Is Taking The Hit, Too By	Sam	-	8/31/2012
35	[graphic] GTM Research at Intersolar Europe 2012: Seen, Heard, and Ogled GT	Eric	-	6/18/2012
34	My favorite Wind Power scenario from the Elliott study is the most severe land e	veritas501	-	4/15/2011
33	Here are some photos of mountaintop removal mining where instead of digging to g	veritas501	-	4/10/2011
32	For those interested in the TRUTH about Wind Power: Much has been made about th	veritas501	-	4/8/2011
31	There is another benefit of Wind Power not much discussed but of great importanc	veritas501	1	4/8/2011
30	If 305 GigaWatts (GW) of Wind Power were installed today (including 54 GW off-sh	veritas501	-	4/5/2011
29	Since the Elliott study is long and heavy on figures but an important resource,	veritas501	-	4/4/2011
28	No wonder the coal industry is trying to kill Wind Power. I took a look at the	veritas501	-	4/3/2011
27	One of the advantages of Solar Thermal is its most productive locations are area	veritas501	-	3/30/2011
26	The Pew Charitable Trust issued a report on Clean Energy which has some interest	veritas501	-	3/30/2011
25	YGE......1Q10: Message 26561101 Message 26561640 Message 26564079	Jacob Snyder	-	5/25/2010
24	FAN all Holdings (as of 5/14/2010) Includes 57 stocks in ISE Global Wind Energy	Jacob Snyder	-	5/16/2010
23	Revonergy (RNRG), a London based renewable energy power company, poised to turn	infofurst	-	4/22/2010
22	<b>STP</b> = Suntech, a Chinese solar cell and module-maker. seekin	Jacob Snyder	-	4/14/2010
21	FAN = wind ETF ftportfolios.com go to ETF quarterly performance report %....Ho	Jacob Snyder	-	4/9/2010
20	Solar’s Big Question: What Happens in the Second Half? Wie geht es Ihnen, Deuts	Sam	-	4/1/2010
19	There were severe shortages of polysilicon when LDk first formulated their plan	Sam	-	3/31/2010
18	LDK = LDK Solar. Makes wafers, modules 4Q09 earnings call transcript: seekinga	Jacob Snyder	-	3/31/2010
17	You might want to look at a couple of other threads as well: Solar Power--focus	Sam	-	3/31/2010
16	Moser Baer: 7.3% efficient a-Si single-junction modules (using AMAT's SunFab	Jacob Snyder	-	3/31/2010

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