Sharp Corp. (SHCAY.PK)
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- Thin Film Solar Will Grow Eightfold By 2010 [view article]
- First Solar's $1/Watt Capex: Half the Industry Average [view article]
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- Cleantech "Power 10" Ranking (Vol. I) [view article]
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- Cloudy Future for Applied Material's SunFab - Barron's [view article]
- Ten Solid Clean Energy Companies to Buy on the Cheap: #4 Applied Materials [view article]
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Recent SHCAY.PK Articles
- Sony, Sharp, Hitachi and Panasonic Compete for Most Green TV
- Thin Film Solar Will Grow Eightfold By 2010
- The Sharp Edge of Solar: Are Solar Stocks Cheap?
- Japanese Tech Stock Weekly Summary (7/28-8/3)
- New Wind ETF Cools Off Sunburned Portfolios
- Inside the iPhone: Who's Making What
- Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap
- The Solar Industry Grows Up
- Cleantech "Power 10" Ranking (Vol. I)
- Japanese Tech Stock Weekly Summary (4/21-27)
- Full List of Articles »
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Thin Film Solar Will Grow Eightfold By 2010 [view article]
I'm pretty sure its 70 cents/watt. If it was kilowatt then everyone would already have solar charged fusion reactors. ;) ReplyRon Paul
for
president
Thin Film Solar Will Grow Eightfold By 2010 [view article]
What about SLTN.OB Gaining market share. They build the plants for thin film manufacturing and provide turnkey ops. ReplyFirst Solar's $1/Watt Capex: Half the Industry Average [view article]
I think you also got the CIGS conversion efficiency wrong. Global Solar seems to be the leader with an efficiency of about 10%. - news.cnet.com/CIGS-cel...There's a discount between the cell efficiency and the module efficiency but it wouldn't go all the way down to 6%. Currently, Global seems to be getting the bugs out of their process and if you look back at the history of First Solar you'll see they too had to get the bugs out of their process over many years. From my perspective it seems like an interesting technology to watch because CIGS should have more potential for improving efficiency than CdTe based upon the highest efficiencies achieved in laboratory settings. Reply
Thin Film Solar Will Grow Eightfold By 2010 [view article]
$.70 per watt, don't you mean kilowatt? ReplyThin Film Solar Will Grow Eightfold By 2010 [view article]
Only ASTI will be able to produce the products..It has a long history of doing CIGS. ReplyThin Film Solar Will Grow Eightfold By 2010 [view article]
I know Nanosolar does not make known much of its sales,effiency and profit records, but I am not sure I would put them that low in the production fiqures for 2010. ReplyThin Film Solar Will Grow Eightfold By 2010 [view article]
Public CIGS - ASTI and DSTI how do they stack up?Thin Film - What about ENER?
Are there are any other public CIGS or thin film companies I should look at?
Reply
Thin Film Solar Will Grow Eightfold By 2010 [view article]
Unfortunately the life span/efficiency of thin film is a quality issue and takes away from it's cost advatange. LDK already earns more per share then FSLR and once poly production starts expect LDK's margins to rival the beloved FSLR as they will be the lowest cost producer of POLY in the world. The street will wake up soon to the real winners in the industry if it isn't doing so this very moment. FSLR is grossly overvalued at 200 per share. Be careful of ReplyThin Film Solar Will Grow Eightfold By 2010 [view article]
Great article. FSLR is a fantastic buy at its current price. ReplyNew Wind ETF Cools Off Sunburned Portfolios [view article]
? What no mention of SATC... this alternative energy company recently won a hugh commercial contract to provide Solar technology to Boston's Atlantic City Convention & Vistors Authority..... nice!boston.bizjournals.com... Reply
Money Man
The Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
Oil is up today and the sun is shining bright on our solar stocks. Short FSLR? No, but maybe short PV.thealternativeenergyin... Reply
ks
New Wind ETF Cools Off Sunburned Portfolios [view article]
Great post thanks. I like the way you name stocks not just make general statements. ReplyThe Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
Solar is really simple once you understand it. First Solar has the cheapest panels & best balance sheet. SunPower has the best technology & the best business with utilities for the incredibly large scale (well, we should look at this newcomer OptiSolar, who I've never heard of until they announced their incredibly large deal (550MW!) in California). I'm not convinced the other solar companies will be around after a few years.Isn't Sharp anything but a pure play? If you want to buy a company that mixes solar with some chip-making exposure, buy Cypress Semiconductor (who owns ~half of SunPower).
Reply
The Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
SATC.... has great potential.... ReplyThe Sharp Edge of Solar: Are Solar Stocks Cheap? [view article]
CSIQ is the cheapest of the lot P/E of only 9. It has contracts spread all over, and vertically intergrated and it has UMG, and CSIQ could earn $7 in 2009. CSIQ has an excellent management and is very well run Reply