Solar Heated Stocks
Soar Panel Makers have seen some extreme moves. As an environmentalist I am happy the industry is getting support, but as an investor and a person whose dreams with fuel cells disappeared, I am mighty apprehensive.... consider First Solar's (FSLR) P/E of over 500 . Can a company grow into that revenue stream with out difficulty? They are hirining and profitable :)
Chinese solar companies? (The Wall Street Journal Comment) Trina Solar (TSL) Can anyone be sure about their revenues? C'mon they all start promising and burn up in the light. See China Sun Energy for a marketing scam....( CSUN).... And what Jim Cramer's favorite Sun Power SPWR? They make a $400 million on $5 billion in market cap... (at least SPWR has very little debt and is making revenue)
First Solar, (FSLR) around since 1999 is making thin film technology. FSLR shot up 23% for announcing they may have orders...geee.....
Remember BP Solar , Siemens, and Kyrocera actually make money in the solar game ....and no doubt research thin film and nano technology. Will they buy technology or just out spend and crush the little newcomers? I am sure the latter is the case.
Evergreen Solar (ESLR) has not moved in years, and is not profitable although selling in retail stores with BP and Siemens. Adding thin film solar to windows hasn't made much for penny stock XsunX (http://finance.yahoo.com/q?d=t&s=XSNX.OB)
How about this Sun: Sun Microsystems SUNW http://finance.yahoo.com/q?s=SUNW because I live near them.
Others in the sun gold rush:
Solarfun (SOLF) and Suntech Power (STP ), JA Solar (JASO ) and Canadian Solar (CSIQ )
posted by Shipyardphil @ 8:05 AM
2 comments
2 Comments:
Recycling efforts do work. Aside from clean up the past, we have a growing future to control. My company can do this in a couple of sectors.
Here's a little bit about us:
Established in December 2002, SDH Group, Inc. strives to have a portfolio of companies focused on the sustainable reclamation of resources. SDH Group continually seeks out emerging products, processes and technologies in the areas of reclamation, resource recovery and energy alternatives to develop into commercial ventures. The global market for reclamation products, services and technologies is estimated to be in the tens of billions of dollars.
Having completed Phase I of our plan with the acquisition of Ace Recycling in St Petersburg, Florida, SDH Group, through our LLC, Tampa Bay Recycling, is now purchasing both wholesale (industrial) and retail (walk-ins) metals. Approximately 98% of metals recyclers are small and private businesses. SDH Group, through Tampa Bay Recycling, LLC will actively seek to purchase metals from the 98% of the small recyclers.
Phase II will be in two parts. Part I will include SDH Group, Inc filing a 211 Registration with the Financial Industry Regulatory Authority (FINRA), formerly the NASD, thereby becoming a public company which will initially having a listing on the Pink Sheets. However, dual track of registration is underway in that SDH Group is also filling a Form 10-SB with the Securities and Exchange Commission (SEC). Ultimately, SDH Group will become a fully reporting company with a listing on a major exchange. The Pink Sheets, although now reputable, is not a major exchange and by filling the Form 10-SB, all issued shares will be registered and considered free-trading with the SEC. This dual process will allow SDH Group to raise capital for further expansion.
Phase II, Part II, will include obtaining technologies that will accelerate and greatly improve the recycling process of automobiles. This will have a positive impact on all secondary metals markets and used auto parts markets, as well as an immeasurable impact on the environment. Vehicle Environmental Solutions, LLC, (VES) will specialize in dismantling end-of-life automobiles (passenger cars, trucks and SUVs) and reclaiming the raw materials, in quantity, to be re-used as raw material for the manufacture of new automobiles and other industrial and consumer products (It is far less expensive for a steel company to smelt recycled steel than it is to mine and process the ore). VES will establish a state-of-the-art indoor, environmentally benign, semi-automated automobile reclamation facility, capable of processing up to 20 thousand (per shift) end-of-life automobiles per annum, and produce substantial concentrations of reclaimed component materials and parts.
There are in excess of 13 million automobiles that are reaching the end of their useful life each year and this trend seems to be growing every year. Far more than 10 million vehicles are scrapped annually, in the United States alone (http://www.ecocenter.org/199912/pvc.shtml). Most of these automobiles end up in junkyards, where employees, with little regard for environmental impact, partially dismantle vehicles to satisfy individual customer orders. The remaining hulk (an industry term) is usually sent off to a scrap dealer (shredder). Shredders are primarily interested in getting rid of the vehicle and their process is very unfriendly to the environment. The yards place each vehicle into the machine which, of course, shreds the vehicle. Seeing that they do not disassemble the vehicle, the shreddings are mixed and therefore contaminated and cannot be utilized for recycling. In all cases, the hulk contains significant amounts of materials/parts that, if reclaimed in large quantities, separated and generically identified, would have enhanced value.
In the United States, the automobile reclamation industry is ad hock and fragmented. There have been attempts to consolidate this industry and one of the biggest failures was Ford’s Greenleaf program (http://findarticles.com/p/articles/mi_m3MKT/is_2002_May_15/ ai_87710330). Simple put, Ford’s subsidiary, Greenleaf, LLC purchased junkyards with the anticipation of dismantling and reselling used auto parts. They failed because no economies of scale resulted from the roll-up purchases. Economies of Scale is defined as, “When more units of a good or a service can be produced on a larger scale, yet with (on average) less input costs, economies of scale (ES) are said to be achieved. Alternatively, this means that as a company grows and production units increase, a company will have a better chance to decrease its costs. According to theory, economic growth may be achieved when economies of scale are realized. Just like there are economies of scale, diseconomies of scale (DS) also exist. This occurs when production is less than in proportion to inputs. What this means is that there are inefficiencies within the firm or industry resulting in rising average costs (http://www.investopedia.com/articles/03/012703.asp). The Greenleaf program proved that anyone can buy a junkyard, but without an updated approach to automobile dismantling, there will be diseconomies of scale, resulting in financial failure.
The VES systems technology approach is a needed fundamental change to the industry. Our dismantling process is new to the United States and we believe that production can be on a large scale, yet with less input costs. The VES system can recycle up to 98.5% of most vehicles.
Businesses in the reclaimed automotive materials and parts are constantly looking for a one-stop-shop, because the costs are less. VES plans to sell, in bulk, to these re-manufacturers and become their one-stop-shop.
SDH Group and its wholly-owned subsidiaries will work aggressively to become, on a global scale, the recognized leader in profitable reclamation products, services and technologies that will enable commercial, industrial and governmental entities to utilize sustainable development. The global market for reclamation products, services and technologies is estimated to be in the tens of billions of dollars.
SDH Group’s targeted annual gross revenue goal is $24,000,000 within 48 months of funding. Our belief is that this revenue goal is achievable by utilizing the knowledge and experience of the SDH Group team members in developing the services, technologies, and production of the subsidiary companies presently owned and anticipated to join SDH Group in the near future. The implementation of state of the art technology coupled with calculated expansion will allow SDH Group to revolutionize the recycling industry. Not only are we creating a better environment for ourselves and our children, but we are doing so while rewarding our shareholders.
Excellent post, I also think recycling is the future both environmentally and economically.
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