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Written by Eben Esterhuizen
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Monday, 11 June 2007 |
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Ever since I started writing about solar investments, I've had an uneasy feeling about the sky-high valuations on some of the solar stocks covered in this blog. When considering that the solar industry is growing at 30-40% annually, it would appear that some of the valuations are justified. It is an unrealistic assumption that we're going to keep growing at 40% forever, and valuations will be hurt if investors have to get nervous about growth slowing down sooner than expected. |
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Last Updated ( Thursday, 14 June 2007 )
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Written by Eben Esterhuizen
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Tuesday, 05 June 2007 |
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As we pointed out last week, the emerging consensus seems to be that solar is a commodity and that the only thing that matters is cost per watt. Many feel that solar will ultimately be based in China for all the same reasons that cellphones and computers are made there. Too many cooks spoil the broth and, with all of these Chinese solar companies coming to the market, I can't help wondering if this is the beginning of margin compression in the solar industry. An optimist will tell you the glass is half-full. The pessimist, half-empty. But maybe the glass (in this case the overcrowded Chinese solar space) is twice the size it needs to be. |
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Last Updated ( Friday, 08 June 2007 )
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Written by Eben Esterhuizen
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Thursday, 24 May 2007 |
There's a new Chinese solar stock in town, with Nanjing-based China Sunergy (CSUN - Last trade $13.71) rising 51% on its first trading day on May 17. And there is more to come: China-based LDK Solar and Yingli Green Energy will also make their debuts on the New York Stock Exchange during the next few weeks.
Investing in a Chinese solar company allows you to kill two birds with one stone: you can ride the clean-tech wave and access the growth in China's economy. But if you want to buy a Chinese solar company, brace yourself for the Chinese asset bubble. |
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Last Updated ( Sunday, 27 May 2007 )
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Written by Eben Esterhuizen
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Thursday, 17 May 2007 |
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I'll never forget the first time I saw Jim Cramer's MAD MONEY. I arrived in Los Angeles, checked into my dirty hotel (after a 24 hour flight) and turned on the TV while I tried to fall asleep. While flicking through the channels, I came across a wide-eyed, over-the-top madman throwing chairs around while discussing stocks. After being bored to tears by statistics professors throughout my university years it was a real culture shock to see someone make investing look like horse racing. If you are not familiar with Cramer's antics, click here, here and here. |
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Last Updated ( Saturday, 26 May 2007 )
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