SOLR for solar energy stocks

[crgarcia]

Quote from medisoft:

Hi!

What do you think about SOLR? They provide design of solar equipment, also service solar cells and some materials to making the solar cells.

It looks good with P/E 11, PEG .18, maybe a little expensive with P/B 5.33.

The long term growth is almost on the head with 50%, ROE of 65% and compared to the leader FSLR (first solar) looks good also.

I'm thinking on this because:

- I think the oil spill in Mexico Gulf will make more and more people willing to use clean energy, like solar energy
- China is investing on solar energy
- Oil will be more and more expensive because we are depleting the reserves
- Is very possible to have electric cars, like Tessla showed us

Also, I'm looking for this as a long position and long term also, so I also want to do some covered calling on it.

Not yet.

All energies will remain weak as depression reduces demand (no matter what its stock price might be doing).

With such weak demand, solar can't compete yet.
Unless it's a niche market, non-publicly traded shares of a company that got a gov't contract.

 

[Hydroblunt]

Quote from crgarcia:

Not yet.

All energies will remain weak as depression reduces demand (no matter what its stock price might be doing).

With such weak demand, solar can't compete yet.
Unless it's a niche market, non-publicly traded shares of a company that got a gov't contract.

You have no clue WTF you're talking about. Stick to complaining about how trading profitably is impossible.

 

[medisoft]

Quote from Hydroblunt:

Listen, I'm not being mean, I'm just being blunt. You're like years & years late with your conceptual ideas. The industry has taken its course. The fuel cell + PV combination has been done, too bad it makes little economic sense at the moment.

Solar is hot, but it's not about the manufacturers anymore, it's about the projects right now. Treat the stocks as any other in play sector. You won't find some undiscovered play, it's not like jumping into ESLR in late 2002 or buying the FSLR IPO (although that had more to do with a bull market, IMO)

It's good to know that. I don't live in a developed country so I don't have access to fuel cells and the PV is expensive. But i see the potential on every electric and electronic device in the world, and I don't see any of these devices using that type of technology already. So I think there is lot of potential for the companies that make "fuel cell batteries" and complete PV + Fuel Cell systems for home to expand in medium to long term (3-10 years). And with oil prices going up slowly maybe in some place platinum mesh needed for H2 fuel cell will look attractive

 

[Hydroblunt]

Quote from medisoft:

It's good to know that. I don't live in a developed country so I don't have access to fuel cells and the PV is expensive. But i see the potential on every electric and electronic device in the world, and I don't see any of these devices using that type of technology already. So I think there is lot of potential for the companies that make "fuel cell batteries" and complete PV + Fuel Cell systems for home to expand in medium to long term (3-10 years). And with oil prices going up slowly maybe in some place platinum mesh needed for H2 fuel cell will look attractive

You're assuming that in a few years fuel cells will still be viable versus another technology or the general schematic of integrating renewables. 99.9% of current PV are grid inter-connected.

 

[medisoft]

Quote from Hydroblunt:

You're assuming that in a few years fuel cells will still be viable versus another technology or the general schematic of integrating renewables. 99.9% of current PV are grid inter-connected.

I think the same happened with the CDs and DVDs.... nothing is for always, but for some time it is useful. I think the future of electric energy storage is superconductor batteries, but I think they are far away, and cell fuel are more near. And about the PV, solar energy is the most abundant energy here in the world, is the cleanest one and is going to be the cheaper one also, so investing in clean energy is good choice.

Investing in oil is also good choice until there is no more oil. But I know everyone with oil stocks will sell them when oil be more expensive than gold, just before the total empty of the world reserves.

 

[Hydroblunt]

Quote from medisoft:

so investing in clean energy is good choice.

Apparently you can't get this through your head. You're late to the party. Trade it rather than invest in it.