Solar's Not Much Fun

• Report this Comment On December 02, 2008, at 6:34 PM, Fairhopeguy wrote:

  All of these Analyst commenting on the fact that Solar companies are faltering is a freaking Joke. For the past two years almost every financial blogger has had a bone to pick with the chinese companies when it came to their companies. Yet most of these companies have grown by leaps and bounds while many companies in the U.S. have taking it on the CHIN.

  Where was everyone when STP, SOL and LDK were growing like a wild fire? All anyone wanted to do was knock them for being chinese..

  Have any of you BOZO's analyst looked at the new facility being contructed by LDK for the manufacturing of POLY silicon. (See LDK website for full report) By 2011, LDK and SOL will be able to produce poly at somewhere between $35 and $50 per Kg. At this time they will be able to realize profit margins in the neighborhood of 30 to 35% while increasing the efficiency of the wafers to somewhere over 23%. This gets you to Grid Parity. Buy low sell high.

  I'm so sick of reading about the Bashing of Solar companies while they are growing. What ever happened to long term investing. Buy the best at a low price, build a position and sell in three years when the companies have quadrupled. It's going to happen.

  As for now, Hell yes the companies are struggling, Yet the whole sector is still growing at over 40% per year. Can you idiots name me another sector on the planet that is growing at that rate??? Anyone??

  There isn't one.

  Solar power is the internet of the next two decades. To bad most ANALyst and Financial writers can't see past there keyboards to realize this or maybe they have there heads to far up wall streets ass. BTW wall street knows the chinese are killing it when it comes to Solar Power. Just look on the MFFAIS web site and you will see that the Goldman Sach's and the Merrills and the J.P. Morgans are all acquiring shares of companies like SOL and LDK as we speak. Thank God they don't follow what most of you Bozo's write and have more than a three month outlook on the sectors potential. You people need to get a life and learn to invest.

• Report this Comment On December 02, 2008, at 8:49 PM, PeterRCarlton wrote:

  I do not believe that the MF site should be posting this type of emotional and sometimes childist comment/rant.

  I've seen worse but this is a fine example of someone that has gotten burnt and crying about it on line.

  These rants, especially those written with any vulgarity should be edited from the site.

  Just my opinion but if anyone agrees, please speak out.

• Report this Comment On December 03, 2008, at 11:06 PM, Investorlion wrote:

  I think if you skip the emotions from the first commenter's writing and look at the raw facts, you will find a lot of truth. I dont think that person is burnt or anything at all. In fact, if he/she is putting their money where their mouth is, they will reap big rewards in 5 years.

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