DSTI - Common Sense is Not So Common Written By: Eben Esterhuizen 2007-04-17 19:56:17 It still makes no economic sense to install a solar power system for your home, but solar stocks continue to skyrocket higher and higher. Given that we are still a few years away from feasible solar power, are the gains being made on solar stocks justified? Will investors get (sun)burnt by a solar bubble?
ENER: Time to Take a Bite out of the Bad Apple? Written By: Eben Esterhuizen 2007-02-28 14:47:24 U.S. solar stocks have kicked off 2007 in grand style, averaging a 10% gain over the 6-week period, way ahead of the more diversified renewable ETFs (gaining 2.75%). Despite these strong gains, there are a few bad apples dragging down the performance of the group. If it were not for Distributed Energy Systems (DESC), DayStar Technologies (DSTI), Emcore (EMKR) and Energy Conversion Devices (ENER), U.S. solar stocks would have gained 22% over the last 6-week period.
Happy New Year for Solar? Written By: Eben Esterhuizen 2008-01-09 22:52:43 Photo:niznoz, Creative Commons, Flickr
Happy new year! May the good fortune bore you in 2008.
How to Turn The Polysilicon Supply Problem Into a Profitable Solution (Part 1) Written By: Eben Esterhuizen 2007-10-15 00:28:12 Photo:bibliogrrl, Creative Commons, Flickr
It looks like the glass is always half full at chip equipment giant Applied Materials (AMAT - Last trade $21.04). The company's Chief Technology Officer, Winfried Hoffmann, said in a recent Reuters interview that he expects tight supplies of polysilicon, a key component in solar cell production, to ease from this year. He projects that the market for solar power will grow by 25%-30% over the next 3-5 years due to the lower costs associated with expanded polysilicon supplies.
Polysilicon Shortage - Investors Shouldn't be Swimming Upstream Written By: Eben Esterhuizen 2007-05-14 23:09:51 I like to catch up on my reading while on the subway on the way to work (Warren Buffet once said that Wall Street is the only place that people ride to work in a Rolls Royce to get advice from those who take the subway). I came across an interesting article discussing the polysilicon shortage choking the growth of the solar industry.
