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solarpete last won the day on October 15

solarpete had the most liked content!

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About solarpete

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    Colorado Springs

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  1. Absolutely FASCINATING!! The promise for this technology is HUGE. But so is the promise for solar. The question for us investors still remains: who's actually going to be able to make any money from this? But this is certainly something to keep on our radar. Thanks for sharing!
  2. solarpete

    Solar News

    Here's another bright spot: https://www.vice.com/en_us/article/a3p8w5/solar-power-could-still-save-the-world With such an inflection point, surely the solar industry could finally figure out a way to actually make consistent money on this trend?
  3. solarpete

    Daqo (DQ)

    New article just out: https://finance.yahoo.com/news/daqo-energy-begins-pilot-production-103000440.html So here's the business case, according to the article: production cost to decrease to $7.50/kg by end of Q1 19, to $6.80/kg by end of Q1 20. Klothilde, what does your number-crunching say about profitability at these cost levels?
  4. solarpete

    Daqo (DQ)

    Daqo will be sharing in those lower production costs, so whatever business case the new entries have, Daqo shares in that.
  5. solarpete

    Canadian Solar (CSIQ)

    Let's hope that translates to a pleasant surprise for earnings as well....
  6. solarpete

    Trading Strategy

    It is indeed. I am quite fortunate that my work is both interesting and rewarding. Now if only my portfolio would emulate that rewarding part (chuckle)....
  7. solarpete

    Trading Strategy

    Thanks for that explanation of your methodology, Explo. Very interesting. I use Kalman filters in my work (currently missile defense analysis and simulations), which are another way of variance optimization. Interesting that the same basic mathematical theories can be applied to such diverse applications.
  8. solarpete

    Canadian Solar (CSIQ)

    The article specifically references projects awarded within 3 years of the FIT system start in 2012, so that would be for projects awarded in 2012-2015. Do we know when the CSIQ not-yet-built Japanese projects were awarded? (I admit it--I'm too lazy to try to look it up on the CSIQ website.)
  9. solarpete

    First Solar (FSLR)

    Kothilde, can you elaborate a little further on your timelines here? Are you saying you don't expect FSLR to become profitable until 2020? That's not short-term from right now. And where do you see the CN peers by 2020? Thanks!
  10. solarpete

    Solar News

    More long-term good news: Solar Farms Without Subsidy Sprout from Gloomy Britain to Italy Bloomberg article--Google it to get the link (it's 4 lines long, I can't paste links here for some odd reason, and I'm too lazy to type it by hand).
  11. solarpete

    Daqo (DQ)

    OK. Does this article disagree? (As I said, I can't access it from here.) If so, what are the arguments from the two sides? Which one do you think is more believable, and why?
  12. solarpete

    Daqo (DQ)

    Prices all across the solar chain are heading down all the time. That's been true for decades. Tell us something we don't know. (I can't access the article from this computer, so I don't know if it has any worthwhile specifics in it. But the observation that prices will decrease in the future is not exactly an earth-shattering revelation.)
  13. solarpete

    Solar News

    The same is true for solar stock prices.
  14. solarpete

    Solar News

    I sure hope so!! It's been totally impossible to make any money swing trading the solar sector for over a month now (at least for me). Prices cratered to their usual stupid-low levels and haven't budged much since. This despite the fact that most are at least still profitable. Yet everyone is priced as if they're all going bankrupt tomorrow. I sometimes think my solar investments are God's way of teaching me patience....
  15. solarpete

    Solar News

    So shipment volumes will continue to set new records. But will this just be more "profitless prosperity?" This might be good news for the planet--but what about our portfolios?