412 replies to this topic

[odyd]

Looks like MF is promoting SOL

http://www.dailyfina...o-renesola-ltd/

[Pop2mollys]

sounds SW will be profitable in 2015.
http://www.bloomberg...lion-euros.html

That would be a neat magic trick... Might rival Houdini if they make that happen...ha

[JulyWebb]

Solarcity will hold its Q4 ER Conference Call at 5:00 PM ET.http://www.nasdaq.co...-20140224-01107

[spiritcraft]

Solarcity will hold its Q4 ER Conference Call at 5:00 PM ET.http://www.nasdaq.co...-20140224-01107

Looks like it doesn't know which way to go as yet.  My bet is up when all is said and done.

[JulyWebb]

Looks like it doesn't know which way to go as yet.  My bet is up when all is said and done.

 

Why would you say it's getting such a high valuation?

[Xeloris]

http://blogs.marketw...ome_latest_news

Canadian Solar Inc. “is a best-in-class” solar stock, able to adapt to changing market conditions faster than its Chinese rivals, and shares are poised for a surge this year, analysts at J.P. Morgan said in a note to clients Monday.

[Bodhi]

china and smog, front page news on usatoday

http://www.usatoday....n-smog/5781919/

 

ugh.... can't imagine living in that.  Guess we know why they're setting such aggressive solar targets

[spiritcraft]

Why would you say it's getting such a high valuation?

I am not in it but it seems to be a name (and a founder) that will get carried to steep valuations.  I didn't see this coming 12 months ago, that is for sure.

 

I am also not saying that I think it should have a forward PE of 200+ (which it might just have in a month or so if 2015 estimates go slightly positive) but I will not complain either as they make our picks look cheap.

[JulyWebb]

I am not in it but it seems to be a name (and a founder) that will get carried to steep valuations.  I didn't see this coming 12 months ago, that is for sure.

 

I am also not saying that I think it should have a forward PE of 200+ (which it might just have in a month or so if 2015 estimates go slightly positive) but I will not complain either as they make our picks look cheap.

Or maybe this is why http://www.solarcity...c-offering.aspx

[spiritcraft]

ugh.... can't imagine living in that. Guess we know why they're setting such aggressive solar targets

Yes, they must do something or face a revolution from the choking masses.  We have not yet discovered what "the people" will do when they can no longer breathe, drink the water or stop the ground from shaking.  I think there is no choice in the matter for those who want to stay in power anywhere.

[Norse]

July: what did you mean by that link? It is from 2012.

[JulyWebb]

July: what did you mean by that link? It is from 2012.

 

I think these guys like to pump and balloon stocks higher than their worth and they can feed off it from a high SI. I don't trust Goldman or his buddies.

[sunnysky]

Tesla Plans to Build World’s Biggest Battery Factor

http://oilprice.com/...ery-Factor.html

 

 

The impact on the EV market could be huge. Tesla’s factory, which could cost $2 billion to $5 billion, would be able to churn out 30 gigawatts of production capacity each year. The gigafactory would not only be the largest battery plant in the world, but would more or less equal all global output combined. This could dramatically lower the cost of producing lithium-ion batteries for electric cars, typically one of the costliest components. Bringing down battery costs will be key to making electric vehicles affordable for the mass market.

 

But the implications could go beyond the EV market. Renewable energy that is intermittent has been searching for a way to capture and store energy to be used in off hours. Tesla’s gigafactory could bring down the cost of energy storage, allowing solar energy to be discharged at night and wind power to be used during calm hours. SolarCity, of which Elon Musk is the largest shareholder, would purchase Tesla batteries for its solar systems.

[JMK]

Looks like MF is promoting SOL

http://www.dailyfina...o-renesola-ltd/

MF (accodring to statistics) wrong in more than 80% of their predictions. Tossing a coin is a much better investing tool.  

[odyd]

MF (accodring to statistics) wrong in more than 80% of their predictions. Tossing a coin is a much better investing tool.

Nobody said that MF was a tool, only that MF is selling SOL. They have been at it for a long time now, and they continue with their promo.

[Norse]

Tesla Plans to Build World’s Biggest Battery Factor
http://oilprice.com/...ery-Factor.html

Yup this is the reason why I invest in both.

Btw I have taken a 6 week vacation, spending my solar/tsla money and I am currently in Australia. By coincidence I met a guy selling power stations all over the world. He said that the grid in Australia would not be able to take much more solar unless they find a way to store it during peak hours.

[sunnysky]

Nice. Have a lot fun!

[Pop2mollys]

March solar cell orders from China not decreasing as expected, say Taiwan makers
http://www.technocul...h.iPe5H1hF.dpuf

[eysteinh]

Source of pop2mollys news:

http://www.digitimes...40225PD201.html

 

Since the US government did not impose retrospective anti-dumping tariffs on China-produced PV products in 2012, China-based PV firms probably believe that the US government will again spare them retrospective taxes this time, the sources said.