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First Solar: Tough Act To Follow

The problem with FSRL as a long term investment is that it combines the worlds most toxic metal -cadmium, with the worlds most rare metal -tellurium.

The chances of anyone finding any tellurium on land is much worse than winning the california state lottery. Tellurium is a byproduct (in very small percentages) of copper mining and with the present rapid fall in production in these mines, it is extremely doubtfull wether FSLR can maintain its current expansion. The company has not addressed this issue satisfactory to shareholders.

Secondly, while FSLR has the lowest production costs in the solar space it faces the highest SALES COSTS in the industry. On the one hand this is simply due to higher installation/deinstall... cost for customers (lower efficiencies means more panels to be installed, more racking, wiring, labour etc.).
But most importantly the end product (after service life) is banned in the E.U. (FSLR largest market by far) which means FSLR must reclaim transport and recycle all those heavy glass panels distributed over a huge geographical area.
Presently FSLR books this as sales costs at a ridiculous low 3 cents/watt.
Most independant scientific studies suggest 20-60 cents/watt for the reclamation and recycling to be more accurate. Also who can predict the cost of transporting all this mass 10, 20 years down the road?
FSLR says it has reached an agreement with some insurance company (no details disclosed) for this future liability, but make no mistake about it: FSLR shareholders bare the risk and burden of this future liability as filed under risks in SEC files.

For green funds, from an environmental standpoint and based on the past experience with cadmium in batteries, the last thing the world needs now is a cadmium cycle/recycle for any part of its future energy production.
Dec 03 14:15 pm |Rating: 0 0 |Link to Comment |View article
Why I'm Bullish on the Solar Sector

France has just introduced new FIT for 2009 adding 5.5 GW of silicon PV panels. A 400x increase to 2020. To put this in perpective: its the entire production of a company like STP.

The U.S. CAGR for solar PV will increase to 50% despite current liquidity trap.
Nov 30 12:29 pm |Rating: 0 0 |Link to Comment |View article
Alternative Energy Storage Is an Investment Tsunami

Based on your analysis, it seems clear that utilities (facing increasing licensing problems for new coal plants) have no other option but to invest heavily in new renewable energy projects, combined with pumped hydro storage/compressed air and new transmission capacity.
The U.S. has enough geothermal, solar, wind, water and potential gravity to supply all its needs with a reliability of 100%.
An underestimated benefit of solar panels for utilities is that they reduce peak load and the need for new generating capacity.
The latest direct-drive (less maintenance) windturbines produce electricity more cost-effective then a coal-fired powerplant.
Invest in publicly listed solar PV companies, geothermal, windturbine manufacturers, cement and concrete, water/air pumps and transmission line manufacturers and related services.

Why smooth such phases in a larger system (the grid as a whole) which is about to crumble for entirely different reasons?

Battery technology is capital intensive and risky.
The only renewable battery technology is zinc-air because zinc-oxide can be recycled into zinc in solar ovens.
Nov 30 11:30 am |Rating: +1 -1 |Link to Comment |View article
Expect Continued Drops in Solar

FSLR lives and grows because of solar silicon shortage/high costs, which is extremely unlikely to continue into the coming silicon ages.
FSLR growth is -at some point- limited by tellurium supply/price.
Also FSLR faces enormous recycling and reclamation costs, which FSLR shadily books as ´sales costs´ into the future.
From an environmental standpoint the last thing the world needs now is a cadmium-(re)cycle as a basis for energy supply.

The silicon solar PV industry has a great future.
Nov 29 11:56 am |Rating: +1 0 |Link to Comment |View article
The Week That Solar Was Left for Dead

Silicon PV stocks at present valuation are a tremendous investment opportunity.

**news: France; new feed-inn tariffs 2009, to add 5.5 GW of new panels to 2020. (To put this in perspective, it is the entire STP production, guaranteed!!)

renewableenergyworld.c...

Nov 24 07:54 am |Rating: +2 0 |Link to Comment |View article
Solar Companies Overseas: Where the Sun Don't Shine No More

renewableenergyworld.c...
Nov 22 08:57 am |Rating: 0 0 |Link to Comment |View article
Solar Companies Overseas: Where the Sun Don't Shine No More

NEWS.
France to install over 5500 MW new solar PV to 2020 with new feed-inn tarifs!!!!
renewableenergyworld/r...
Nov 22 08:52 am |Rating: 0 0 |Link to Comment |View article
The Solar Shuffle: Only the Best Will Do - JPM

If you get free advise from 'analists' from one these banks do the opposite and you'll do well.
FSLR shareholders face increasing sales costs due to a shady recycling and reclamation program.

Silicon PV solar at current valuation is the best investment opportunity at the start of this century.
Nov 20 05:26 am |Rating: +1 0 |Link to Comment |View article
Raser Technologies: The Ugly Duckling of Alternative Energy

RZ geothermal rights (land leases Utah, Oregon etc.) alone are potentially worth more than current share price.
RZ seems politically correct, well-connected.

If management are such crooks, why would the Indonesian government partner with RZ????

The technology works, if they execute well, RZ share holders will be fine.

Why is RZ hated so much?
Is it because of management's enthousiasm in a sarcastic investment climate?

(long ORA, contemplating larger positions in RZ and HTM)
Nov 11 08:53 am |Rating: 0 -1 |Link to Comment |View article
China Solar Companies Slowing Production

PV CAGR: 2009-2012

China + greater Asia >35%
Europe >40%
United States: >50% ???

renewableenergyworld.c...
Nov 11 07:31 am |Rating: +1 0 |Link to Comment |View article
The Solar Market: Horseshoes, Hand Grenandes and Demand Predictions

Well Photon has been RIGHT in predicting demand for the last 5 years. Not sure you're looking at the same Valencia. Forget the ham & the beach.
Photon mentioned the likelyhood of a compromise in the next FiT revision, a higher Spanish PV cap of 500-600 MW/annual as opposed to earlier 300 MW.
When looking north-west see dwindling natural gas supplies & aging nuclear plants facing enormous decommisioning costs.
Looking south see political instability.
Eastward, think EU wealth redistribution & energy security in light of Russia's historic relations with Chechs, Roemenians, Hungarians, Slovenians, Georgians, Kroats etc. etc...
Sep 04 08:08 am |Rating: 0 0 |Link to Comment |View article
SunPower, Solar Stocks Hit By Panel Price Prediction

BTW if this is all the news you have from Valencia so far:

***Photon mentioned the likelyhood of compromise, a higher Spanish PV cap in the next FiT revision of 500-600 MW as opposed to your earlier reported 300 MW cap.

***IRDEP, Paris, France announced an int'l call by scientists for the accelerated worldwide deployment of PV known as "the Valencia Call for Solar PV" echoing the Kyoto protocol.
Declaration so far supported by over 200 society personalities&cele...
YOU (including [lol] you Eric) are invited to join the initiative&sign the call by sending an email to PVCall@enscp.fr

Sep 04 07:42 am |Rating: 0 0 |Link to Comment |View article
SunPower, Solar Stocks Hit By Panel Price Prediction

So what?
Silicon prices drop by same or even more next year.
Very biased reporting again and again Eric.
Sep 04 06:53 am |Rating: 0 0 |Link to Comment |View article
Game Changer in Solar Energy: PG&E Inks Deal

sodapop i hope....
Aug 16 18:01 pm |Rating: 0 0 |Link to Comment |View article
Everything They Tell You About Solar Is Wrong - Travis Bradford

seekingalpha.com/artic...
Aug 15 17:13 pm |Rating: 0 0 |Link to Comment |View article

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