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    • Wed Nov 26th 15:55 PM
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      AgFeed: Major Selloff Creates an Opportunity to Buy
      sure...what is the ticker? by the way, the correlation is almost perfect, not that it is in relation with the fundamentals but it is what the market is looking.


      On Nov 26 12:18 PM jimidean wrote:

      > USA Lean Hog future prices are meangingless to FEED fundamentals.
      > The trend in Live Hog prices in China is what is important to FEED.
      View article »
    • Fri Oct 3rd 08:15 AM
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      General Discussion on VRNM
      VRNM is currently trading at 1.15 usd per shares. keep in mind that BP injected USD90m over 18 months. the market cap of VRNM is now USD60m, a micro cap but a great technology and a fantastic management. They are presenting at the CitiGroup Agricultural Conference currently and this could lift the stock with institutional buyers.
      View forum topic »
    • Wed Sep 3rd 09:49 AM
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      Three Reasons Solar Sell-off May Be in Early Innings
      not even talking about oil or whatever...I would not go short solar names THE day where spanish subsidies are supposed to be voted. WATCH OUT 17h30 Spanish time. Anything above 300MW for the cap and you will have a rally on SPWR, YGE, STP...good luck
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    • Thu Aug 28th 07:50 AM
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      The Trouble with Chinese Solar Companies
      Cashman...who owns most of the government bonds in the US...let me guess...Chinese and...Japanese. One more point: ESLR is a lagger in terms of technology and the company is loosing money...why would you buy this name?
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    • Fri Aug 15th 07:00 AM
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      Forget $100 a Barrel - Oil Will Plummet to $30
      interesting point about refiners but more link to the crack spread than the driving season. So far for refiners, i have check on bloomberg, business a bit down but nothing extravagant.
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    • Fri Aug 15th 06:02 AM
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      Forget $100 a Barrel - Oil Will Plummet to $30
      worth a comment...with Oil at $30, I am not sure that any President would push alternative energy but more importantly...oil demand slowing? wrong...again look at the numbers DOE data: Gasoline inventories are down from 2845k to -6394k since July, 18th...lowest level in a long time. Stop watching the news...Oil is now trading on momentum not fundamentals...next level 110$ on crude then $100.
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    • Wed Jul 30th 12:28 PM
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      Solar Stocks: Cutting Back on Three Names
      interesting read all this comments. Take FSLR for example, one thing I can tell is who is talking about mass production? no one...why? because as soon as the production will ramp up, they will find that thin film faces the same material shortage as PV...Tellurium and Cadmium. Good luck with FSLR after market.
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    • Wed Jul 30th 08:22 AM
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      Solar Stocks: Cutting Back on Three Names
      SOLARWORLD RISES AS MUCH AS 7.9% ON SPECULATION GE MAY BID - bloomberg news
      View article »
    • Wed Jul 30th 08:11 AM
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      Solar Stocks: Cutting Back on Three Names
      Spanish update on bloomberg everywhere...if you don't have bloom:
      "Spanish Proposal Update: The Spanish national energy commission (CNE) today announced that the there would be no cap to installations in Q408, although the new 33c/kWh tariffs would be applicable. The CNE proposed that the new cap of 300MW would be effective from January 2009 (250MW for ground-mounted and 50MW for roof-mounted versus earlier proposal of 200MW roof-top and 100MW ground-mounted). CNE's response and preliminary checks with contacts today suggests that there could be some room for further negotiation and the 300MW cap may not be a done deal. The CNE proposal would be sent to the government this week (last week before the summer holidays). "
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    • Wed Jul 30th 06:09 AM
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      Solar Stocks: Cutting Back on Three Names
      not sure I am following you. Subprime exposure to chinese names? you should drop technicals and start studying fundamentals. Could you please be more specific on this info. Stocks rallied with the Spanish proposal update. Truth is, few investors really understand this sector correctly, YGE for example will be exposed to Spain at less than 10% in 2009. You should also have a look at the supply and demand for PV that are currently used by major Analysts (GS, Citi...): Luxembourg and China have the same demand by 2012...(?!!!). Technicals were great last month. Time to come back on fundamentals now. How can you talk Subprime exposure for Chinese solar names...amazing...
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    • Fri Jul 25th 03:35 AM
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      Agriculture: Are There Still Bulls in the Supermarket?
      actually. POT's guidance for the full year is 12-13 USD. Comments from the CEO:``I don't see any downturn in our business,'' Doyle, 58, said today on a conference call. ``We see a lot of pricing momentum in our business. We don't see a peak.''

      This is one of the best management I ever met. I think the recent pullback creates an opportunity to buy back again ferts and commodities. Inflation is far from being over around the globe. And although gasoline inventories are starting to show a build up, Crude inventories suggest that the "Peak Oil" theory is still alive.

      Very Good Article.
      View article »
    • Thu Jul 17th 12:30 PM
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      Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower
      Thanks for the market highlight. YGE and a lot of Chinese ADR have a limited exposure to spain (YGE 13% of the revenues). Watch ESLR results after the market.
      View article »
    • Thu Jul 10th 07:08 AM
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      Verasun Energy: Expect Future Growth and Profitability
      Very Good Article. However, there are few points missing. 1) The trouble with Ethanol first generation in the US is that there profitability is directly linked to Corn (also down from its highest level, is still above 6.5USD a bushel). VSE had to shut down a brand new plant recently because of this low profitability and this will probably hang over earnings for the quarter. 2) Sugar Ethanol from Brazil. I am working closely with people involved in Ethanol trading (physical) and the best trade recently was to ship the brazilian Ethanol in the US despite the 0.54c per gallon tax. Brazil has a fantastic track record with ethanol and is now building up capacity (much cheaper than in the states) to be sold in the US in the years to come. So the 500mg you mentionned is more 3bng now (nearly 25% of the first generation cap). 3) From the beginning, it is obvious that the first generation ethanol is an ecological disaster and I was personnally not surprised to see Bush pushing for that solution in the US...More importantly, politicians are now realising their mistake and voted the 2007 EISA Mandates on Cellulosic Ethanol. This mandate will cap first generation until 2022 and will benefit Cellulosic Biofuel (like VRNM). The only smart way for the VSE guys now is to buy or develop cellulosic ethanol...
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    • Mon Jul 7th 04:23 AM
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      Alternative Energy for Investors: High Volatility, Great Promise
      Alternative Energy and Subsidies / Most of the subsidies do not fall into the companies's pockets but help new technologies to emerge and deal with the peak oil. It is absolutely wrong to say that without subsidies Alternative Energy is not profitable. As an example, Wind Power (onshore) is now less expensive than conventional electricity (EUR60/MWh vs EUR70/Mwh in Europe). In the US the PTC provides 1.5c/kWh credit for Wind, Solar Geothermal and closed loop bionergy facilities) but the US market is miles away from countries like Germany in terms of "Green Electricity" generation. Summary: Subsidies are good and help driving the market, companies are profitable...look at the numbers and do not listen your buddy at the bar.
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    • Tue Jun 17th 02:30 AM
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      Selling Some Yingli and Trina Solar on Dead Cat Bounce
      Starting your article with technicals do not work on solar stocks and justify your strategy with technicals? I am lost...you are selling stocks trading at 11xPE+1 with a 83% earning growth (YGE)? there is a reason why these stocks are up since 2 days. My recommandations to you: 1-read the last solar monthly from Merrill 2-have a look at the Munich Intersolar agenda...
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