Items Tagged With ESLR

A Brief Introduction to Chinese Solar Stocks and the QDII Scheme
Written By: Eben Esterhuizen
2007-06-22 00:16:46

Chinese stocks could be in for another wild ride during July, and Chinese solar stocks could be dragged into the mess. The two most volatile Chinese solar stocks, TSL (Last trade $44.63) and JASO (Last trade $29.21), seem particularly vulnerable to wild swings in Shanghai.

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ESLR - Capitalism 101 and the Wisdom of Bill Cosby
Written By: Eben Esterhuizen
2007-06-12 00:51:36
The Evergreen Solar (ESLR - Last trade $8.51) stock price has done nothing over the last few months, unlike many of its peers in the solar sector. As we have pointed out before, ESLR's trump card technology - the ability to use less polysilicon to make solar cells - could become less valuable if the polysilicon supply problems are eventually solved. I still don't see ESLR as a takeover target, and up until today there has been nothing to get me excited about this stock.

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ESLR - Good News, But Not Good Enough
Written By: Eben Esterhuizen
2007-04-25 20:09:56

On April 17, Evergreen Solar (ESLR - Last trade $10.72) announced a polysilicon supply contract with Korean company DC Chemical. Some analysts have been skeptical about the true costs and benefits of the supply contract and, with earnings from the supply contract not expected to have an impact until 2009, impatient traders have dumped the stock. ESLR's stock price plummeted from a high of $13.21 on April 17 to a low of $10.26 on April 23. Is this a time for bargain hunters to look at ESLR?

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ESLR - Takeover Chatter Should be Taken With a Grain of Salt
Written By: Eben Esterhuizen
2007-03-09 13:53:59
Should we brace ourselves for a wave of consolidation in the solar sector? At the end of 2006 we saw SunPower (SPWR – Last trade $43.40), makers of the most efficient solar cell on the market, buy PowerLight, the world’s biggest manager of large-scale commercial solar projects. Some analysts expect more deals like this, where “upstream” manufacturers buy “downstream” players.

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Happy New Year for Solar?
Written By: Eben Esterhuizen
2008-01-09 22:52:43