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    • Tue Jun 10th 12:36 PM
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      Rating: 0 0
      Commented on:
      Further Thoughts on Trina Solar and the Solar Space
      TSL is tanking hard.

      By the way, I think you focus too mutch on TSL.

      I prefer YGE or JASO !

      Why ?

      Better margins (20-25%) and a lot of cash available in the bank.

      Why do you ignore YGE and JASO over and over again ???
      View article »
    • Fri May 30th 06:55 AM
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      Rating: 0 0
      Commented on:
      Lehman Recommends Pair Trades in Solar Stocks
      Hello from Belgium. (Leuven)

      YGE + JASO are the two winner.

      Good quality, a lot of cash, good margins.

      I would like to see an article comparing the margins between all this players.
      View article »
    • Tue May 27th 11:21 AM
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      Rating: 0 0
      Commented on:
      Trimming Trina on Solarfun's Beat and Suntech's Earnings
      YGE is a "powerhouse" and a lot of solar watcher's are ignoring this company.

      Why ? I don't know.....
      View article »
    • Mon May 26th 19:37 PM
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      Rating: 0 0
      Commented on:
      Petrobras is Hoarding the World's Deep Sea Drillers
      RIO DE JANEIRO, May 26 (Reuters) - A shortage of drilling rigs and looming relinquishment deadlines have made Brazil's state oil company Petrobras delay tests on potentially huge subsalt finds like Carioca and move the rigs to other blocks.

      Petrobras (PETR4.SA: Quote, Profile, Research)(PBR.N: Quote, Profile, Research) chief executive, Jose Sergio Gabrielli, said on Monday production evaluation tests would have to wait and expected no additional information on the Carioca reserve any time soon.

      "We ceased doing tests on Carioca to fulfill the compulsory exploration program, so we don't have to relinquish areas," he told reporters. Some geologists say Carioca and three adjacent blocks may have probable reserves of over 30 billion barrels.

      If no oil is found in blocks under concessions until a certain deadline, operators have to return parts and then the whole of the area to the government.

      Gabrielli said the Bem-te-vi, or BMS-8, area, where Petrobras announced a light oil find last week, would also have to wait for new equipment to get more information about the crude accumulation. The rig from there has been transferred to another subsalt area, known as Iara, he said.

      Exploration and production director Guilherme Estrella said that by the beginning of next year, Petrobras has to inform the National Petroleum Agency about oil finds in all the area with subsalt crude accumulations. The offshore area extends along the coasts of three Brazilian states.

      "We have to present evaluation plans for all those fields by the end of 2010; we are running against time," he said.

      Petrobras on Monday launched a previously announced plan to contract 40 drilling ships and platforms to operate in deep and ultra-deep waters by 2017.
      View article »
    • Sun May 25th 07:24 AM
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      Rating: 0 0
      Commented on:
      My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions
      Very suprise to see that NBF was ignored here.

      Unique technology, good management, a lot of patent.

      Your view ?
      View article »
    • Sun May 25th 04:28 AM
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      Rating: 0 0
      Commented on:
      Yingli Green Energy: The Next Solar Power?
      Most of YGE’s customers are European with a concentration in Spain, Italy and Germany. This causes most of the revenue to be in Euros, allowing the company to benefit from the trend of a strong Euro and weak US Dollar
      View article »
    • Fri May 23rd 03:50 AM
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      Rating: 0 0
      Commented on:
      Trimming Trina on Solarfun's Beat and Suntech's Earnings
      "Gross margins were "weak" (in my book) at only 16.5%"

      If I remember well YGE was 24%, right ?
      View article »
    • Fri May 23rd 03:40 AM
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      Rating: 0 0
      Commented on:
      Yingli Green Energy Fueled by Strong Quarter
      YGE is around 21$ now.

      YGE have a great exposure to Europe (Spain, France) and will take advantage of the catch up this country need to do.

      Making Euros is not a bad thing too.

      In the Long run, YGE, JASO, STP will be the survivor of this sector. IMHO
      View article »