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December | 2007 | Alternative Energy Trading
https://altenergytrading.wordpress.com/2007/12
Just another WordPress.com weblog. Archive for December, 2007. PV Industry Oversupply in 2008. December 31, 2007. I’ve recently gone from near-term bullish to bearish on the PV stocks based on two trends I see emerging for 2008-2010 – first, that cells and panels will be in major oversupply by year-end 2008 and second, that demand is set for a pause due to declining or delayed incentives in Germany, Spain, and the US. Is this a problem? Oh, yes, when you look at the demand estimates. Match the year-e...
And all the children are above average… | Alternative Energy Trading
https://altenergytrading.wordpress.com/2008/01/24/and-all-the-children-are-above-average
Just another WordPress.com weblog. Laquo; Sunpower’s Results and JA Solar. And all the children are above average…. Listening to the SPWR call provided an interesting factoid. They state 2007 provided 45% growth over 2006 (I believe that was SPWR, not industry). For 2009, they said 3rd party research predicted 30% (base case) to 40%(accelerated case) growth, while they believe SPWR would achieve 45% growth. I can just hear the execs at YGE, STP, and FSLR saying the exact same thing. From your own site.
Ethanol at the moment | Alternative Energy Trading
https://altenergytrading.wordpress.com/2008/01/07/ethanol-at-the-moment
Just another WordPress.com weblog. Laquo; A Touch of Profit-taking; “Nominal capacity” numbers;. Risks to Solar Incentives. Ethanol at the moment. I think over the course of 2008, oil and gas will support ethanol, corn will drop assuming a recession drives some speculation out of commodities, and VSE will have positive catalysts: turning up plants, increasingly better voluntary blend numbers, a potential export program in 2008, possibly another acquisition, and likely positive news on their cellulosic JV.
Sunpower’s Results and JA Solar | Alternative Energy Trading
https://altenergytrading.wordpress.com/2008/01/24/sunpowers-results-and-ja-solar
Just another WordPress.com weblog. Laquo; Trading Alert: Solar and Ethanol Oversold, But…. And all the children are above average…. Sunpower’s Results and JA Solar. Sunpower came out with 4Q07 earnings that slightly exceeded forecast and guidance that was a touch week for 1Q08 and roughly inline for all of 2008. SPWR dropped 15% in the morning on the news, illustrating how difficult it is for solar stocks to regain momentum even on fairly decent news. Margins at these levels will begin to compress. JASO ...
WFR Commentary | Alternative Energy Trading
https://altenergytrading.wordpress.com/2008/01/25/wfr-commentary
Just another WordPress.com weblog. Laquo; And all the children are above average…. 8220;Secured Revenue” and CSIQ, FSLR. Picking up the ER transcript posted on SeekingAlpha, Stephen O’Rourke of DBNA brought up the issue of pending oversupply and asked CEO Gareeb to comment. I believe his response was as follows:. A) yes, it’s an issue. Price pressure would occur at the module level first and then get worked back to wafers as vendors attempted to gain price response back along the food chain. BTW, on the ...
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Top 3 Delicious Fruits for Radiant, Glowing Skin. Fruits are healthy and delicious food items that will nourish you and make you more beautiful too! Apart from their nutritional value, fresh fruits may also be used to improve the look and feel of your skin (just like Celleral Skin Anti-Aging Serum. Bananas are fortified with vitamins and minerals that produce wonderful beauty benefits. Vitamins A, B vitamins, and Vitamin E are proven to help in slowing down the signs of premature skin aging. Lemon contai...
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Energy Alternatives | Future Realities
Skip to main navigation. Skip to 1st column. Skip to 2nd column. Fields marked with an asterisk (*) are required. Manufacturers and Services List. Guardian's Environment Section's Latest Interesting:. Greece's precarious finances raise default fears - business live. Football: 10 talking points from this weekend’s action. How was your weekend running? David Cameron has boosted dementia awareness but more needs to be done. Thorntons' boss quits after supermarket sales fall. My wife is boring in bed. Destin...
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Alternative Energy Trading | Just another WordPress.com weblog
Just another WordPress.com weblog. Call me crazy…. February 12, 2008. 8230; But I’ve decided to hold a FSLR short into earnings. My take on earnings is the following:. 8211; FSLR will likely beat on revs and earns as they squeeze efficiency out of manufacturing. 8211; I believe the earns and especially the guidance won’t be enough to keep traders and analysts happy, however. This is based on the following:. I think given the risk of oversupply in 09 based on 08 capacity increases, the company will need t...
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The goal of Alternative Energy Ways is to provide our visitors and subscribers with clear, concise, and reliable information relating to our energy use and how it affects the world that we live in. Get energy saving tips, news, and information as well as a FREE copy of. Keeping Your Cool This Summer". This guide shows how to save money on your air conditioning by lowering your electricity bill and saving on maintenance and repairs. Click Here to Sign Up Now! Chevy Cruze Eco rated at 40 mpg!
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Aviation Study Boosts Hopes for Biofuel. August 17, 2014. It is estimated that biofuels could cut carbon emissions. August 17, 2014. Tofu Salt Found to Be Cheaper and Safer Ingredient to Produce Solar Power. July 15, 2014. Scientists have discovered a cheaper alternative to make thin-film solar films. The new ingredient is magnesium chloride, a popular component of tofu. This is also the same ingredient used to de-ice snow covered roads. Researchers at the University of Liverpool were on a mission to fin...
