08 Mar '12, 5pm

Revisited: Why I Am Short First Solar: Editor's note: First Solar stock was trading at about $134 per share wh...

Revisited: Why I Am Short First Solar: Editor's note: First Solar stock was trading at about $134 per share wh...

However, the price of ingot has fallen, and spot prices are now $55 per kg -- a lot less than $450. First Solar’s advantage is entirely dependent on the fact that the company uses much less semiconductor than wafers -- an advantage that disappears entirely as wafer prices fall. At that point, all of First Solar’s many disadvantages will begin to shine through. We are trying to work out the cost structures of the polycrystalline manufacturers, but it looks to us that the extra glass and other balance-of-system costs that First Solar panels have are now getting close to completely removing the advantage of low semiconductor material usage. If that happens, First Solar is toast. It probably won’t file bankruptcy, because it has so much in past profits to fall back on, but it will be every bit as obsolete as a Palm organizer is now or as a Garmin car-based navigation system mi...

Full article: http://www.greentechmedia.com/articles/read/Revisited-Why...

Tweets

Calling all 5K champs--conquer your first 10K w...

runnersworld.com 08 Mar '12, 5pm

Every year, tens of thousands of runners flock to popular spring and summer 10-K events such as the Crescent City Classic ...

read about @fourfeetnine post for being short i guess i really got qualify to claim short as a guy XD

read about @fourfeetnine post for being short i...

fourfeetnine.com 20 Mar '12, 6pm

One of the things I notice people are always asking on Formspring is whether I feel insecure or unhappy with my height. Wh...

Watch today’s solar flare erupt from the sun

Watch today’s solar flare erupt from the sun

grist.org 08 Mar '12, 3pm

Two solar flares burst out of the sun on March 6. NASA notes : “One of the most dramatic features is the way the entire su...

Dot Earth Blog: Postcard from a Solar Rooftop

dotearth.blogs.nytimes.com 08 Mar '12, 3pm

In this picture I’m standing on the roof of People’s Grocery in Oakland, Calif. with Nikki Henderson, the executive direct...

New Solar Tile Launched by Solarcentury: Filed under: Energy News

New Solar Tile Launched by Solarcentury: Filed ...

cleantechnica.com 07 Mar '12, 5pm

Solarcentury’s British designed C21e tile and slate products, provide a chance for more UK homes to go solar in style. The...

Flying resonators raise solar efficiency!

Flying resonators raise solar efficiency!

electronicsweekly.com 06 Mar '12, 10am

Solar panels are generally connected in series strings, followed by a high-voltage inverter to make mains voltage. Shading...

Now this is exciting, KYspeaks featured our 21D...

kyspeaks.com 14 Mar '12, 12am

I just spent over 30 minutes looking for a specific picture of myself, but because I was usually careful not to let those ...

How Nanotech Will Transform the Solar Industry

solarfeeds.com 12 Mar '12, 4pm

Solar energy, as a means of sustainable and clean energy, is fast gaining ground as more people realize the need to search...

“Vim: revisited”, revisited. I've just revised ...

mislav.uniqpath.com 15 Mar '12, 4am

. It’s a community maintained vim configuration project that in theory sounds nice, but once you start using it it’s not a...

World's First Integrated Solar Power + Power Storage Panel Launched in India

World's First Integrated Solar Power + Power St...

treehugger.com 02 Mar '12, 7pm

Available details are slightly incomplete on this (hence the generic photo of the sun over fishing nets above...), but a v...

Antelope Valley Solar Ranch One: The Solar Power Plant That Could: Antelope Valley Solar Ranch One (AVSR1), an...

Antelope Valley Solar Ranch One: The Solar Powe...

greentechmedia.com 05 Mar '12, 5pm

Antelope Valley Solar Ranch One (AVSR1) , an enormous 230-megawatt (AC) solar power plant, continues to rise from the dese...

First Solar's 4Q11 Takeaways: Warranty Woes, An...

renewableenergyworld.com 29 Feb '12, 7pm

Here's a bullet-point summary of FSLR's fiscal 4Q11 and full-year 2011: Revenues: $660.4 million (-34 percent Q/Q, +8 perc...

First Solar Q4 Financials, 2012 Guidance: Challenges Ahead: First Solar (Nasdaq: FSLR) is the largest solar mo...

First Solar Q4 Financials, 2012 Guidance: Chall...

greentechmedia.com 28 Feb '12, 10pm

First Solar (Nasdaq: FSLR) is the largest solar module firm by market capitalization, the largest thin-film solar firm, an...