Solar stocks - when will Australia wake up?

see sunboy, its wonderful that they're announcing this $150m grant - but it is too small a figure spread over too many providers to take advantage of.

If anything - hopefully this raises the profile of solar somewhat/.

Just a couple of links for any one interested in solar stocks, Any one out there tell me how to start a thread cause i wanted to start one on RENEWABLE NEWS so everyone out there can post info or links or pics or whatever on this subject thanks

SOLAR CITY (CHINA)
http://www.renewableenergyaccess.com/rea/news/story?id=48605

PHOTO VOLTAICS COST REDUCTION
http://www.renewableenergyaccess.com/rea/news/story?id=48624

PARABOLIC SOLAR COLLECTOR
http://www.renewableenergyaccess.com/rea/news/story?id=48660

SXP ....Sapex...which floated yesterday is worth a look from a renewable perspective. Distributes Vanadium redox battery storage technology designed to integrate within remote solar & wind systems. Received Govt grant to facilitate this, so has passed scrutiny; and expects to expand this area of business.
Other focus is Coal Seam Gas exploration on South Aus tenements.

Col Lector said:

SXP ....Sapex...which floated yesterday is worth a look from a renewable perspective. Distributes Vanadium redox battery storage technology designed to integrate within remote solar & wind systems. Received Govt grant to facilitate this, so has passed scrutiny; and expects to expand this area of business.
Other focus is Coal Seam Gas exploration on South Aus tenements.

Click to expand...

Cant seem to find info on battery storage looks like they got gas oil and coal seams got any links for these renewable prospects Thanks Col

Apologies!!x10. My mistake....looks like I have been spruiking an oil/gas co on the solar thread. Sacreligious!!
Result of research overload.
CXY (Cougar Energy) is the company to read up on....originally Pinnacle VRB before name change in Feb.
Pinnacle’s main asset was the IP rights to Vanadium Redox Battery (VRB technology), which was commercially developed and bought from Unisearch Limited, a company set up by the UNSW. Now held by Canadian co I think.
Now they (only?) retain exclusive Oz distribution rights.

Also in UCG JV (with Metallica) in Kingaroy area that hopes to construct power station utilising the VRB technology.

CHEERS mate gonna say WHAT THE
THANKS

Not sure if they have solar, but check out EDE (eden energy) for renewable energy.

They have a contract to fit out indian busses with hydrogen engines, plus also have coal bed methane and geothermal projects, plus heaps of other stuff like cryogenics etc.

They are way ahead of their time in my opinion and would be a good stock to buy and hold to pass on down the family!

The results published yesterday are hopeful. Revenue increase of 27 % and the cash is now 3,3 mio. Now we can start again in dyesol and worldwater ranges.
The difference is, that Solco products are focussed on solar and water technologies. A combination which is powerful. The turn around is reached.
Could be one of the best stock of the coming year.
Bye

gday,
my stocks include ede, dye, slx.
i bought them to hopefully make some cash, but also so i can participate in the restoration and maintenance of our planet.
if you're not on them, check em out. they'd make a pretty good 21st present.
we are witnessing the early stages of a new revolution. they dont come about too often.
imagine neglecting to invest in steam back in the day?

I've found from experience that the best renewable energy opportunities are all overseas.

My favourite is REC (Renewable Energy Corp), worlds largest supplier of polysilicon, based in Norway. Share price has done well, the cocktail of solar making up a progressively bigger portion of the overall grid combined with the extremely tight silicon supply market makes this one a longterm WINNER.

I plan on holding this one until about 2010.

My other investment is in the ML Renewable Energy Fund, also performing well. Primary investment is in Vestas - a massive wind power company; also doing well.

In Europe, there are a lot of good stocks.

Solar:
- Solarworld
- Q-Cells
- Solon
- Ersol
- REC (Norway)

But be careful, see the case Conergy: -50% in a week (no profit in this year)

Wind:
- Vestas
- Gamesa (Spain)
- Nordex


Good stocks, but maybe some of them are overpriced (above 100 P/E).


So you can choose stocks in Europe (or don't forget Suzlon in India, Trina Solar in China).

Yes, you are right. In Europe are good solar companies, but at the moment they are not really cheap and i ´m happy to be not invested in Conergy. But I was invested in Solon. At the moment I have also Trina Solar, because they are quite cheap compared to JA Solar. But we have search for some new stocks like Solco, which are rather unknown. To get an overview about the chances and risks, I always take companies within the same field or country or both.
So I want to compare Solco with Dyesol and Worldwater.

The stock price of worldwater at the moment is 2,16 USD. The stock quantitiy is 177 Mio and the market capitalisation is 282 Mio USD.
Here are the income data of worldwater.

30-Jun-07 31-Mar-07 31-Dec-06 30-Sep-06
Total Revenue 2,238 949 7,058 6,532
Cost of Revenue 1,901 750 6,199 5,080
Gross Profit 337 199 860 1,452


Total Operating Expenses - - - -
Operating Income or Loss (2,739) (2,148) (1,453) (211)

Next comparison:
Dyesol: 1,65 AUD, stocks: 104 Mio and market capitalisation:171,66 AUD

Turnover for the last 3 months: 639.000$
Net operating cash flow: - 1.034.000 $

And now I searched for a underrated stock and I found Solco (www.solco.com.au). Solco, Worldwater and Dyesol are all environmental stocks focussed on solar power. This here is only my opinion and no demand to buy Solco, but I only want to demonstrate the potential of Solco and get your opinion and further recommendations.

Current stock price of Solco: 0,095 AUD, stocks 200 Mio and MC 18 Mio AUD

Here are the sales of the last quarter:

Turnover: 2.904.000 AUD
Net operating cash flow: - 195.000

The small loss is only due to a time a delay of cash receipts from the increased sales.
So I think it is no failure to buy Solco and stay long. It makes no sense to sell next week again. What do you think and do you know other underrated stocks?

Best regards
sunboy

About Solon

At August I beleived this stock is a bubble...price went up from 40 to 60.
And now it's more than 90...

So, do you understand why Solon lifs today? All of solar companies went down 4-5 pc at early trading because the speculation about change of German government policy.
So, Solon's move is other than the others in tha branch.

Do you have infos why is it?


(Unfourtonatly I haven't got solon, but I have Solarworld now and sometimes I have got Q-Cells also.)

uhu said:

About Solon

At August I beleived this stock is a bubble...price went up from 40 to 60.
And now it's more than 90...

So, do you understand why Solon lifs today? All of solar companies went down 4-5 pc at early trading because the speculation about change of German government policy.
So, Solon's move is other than the others in tha branch.

Do you have infos why is it?


(Unfourtonatly I haven't got solon, but I have Solarworld now and sometimes I have got Q-Cells also.)

Click to expand...

Quite a few analyst like Citigroup or First Berlin say BUY. Solon plans to have a turnover of 2 billion Euro by 2012. Solon seems to be very active on more than one front.

I think the raise in Sp of this company is just a reflection of the future prospects ahead for Solon. The market has underestimated the potential of this company and is now catching up.

Solar companies I am currently invested in, are: Solon AG, Solarvalue, ICP Solar Technologies, Solar-Fabrik AG ( Sp currently under pressure, but Solar-Fabrik more than doubled their turnover recently, I guess the SP slide is because they raised some capital ( 43 Mio ) for planned expansion ). Currently also looking into Dyesol and a few others.

hi DonAqua - you could do a lot worse than REC if you're looking at long term investment =)

Can you recommend from your portfolio which solar has the best growth potential?

Caliente said:

hi DonAqua - you could do a lot worse than REC if you're looking at long term investment =)

Can you recommend from your portfolio which solar has the best growth potential?

Click to expand...

It's almost impossible to be right, Caliente. Too many things can happen, business wise and from politics. I guess, Chinese companies can produce cheap products in large quantities, which give them an advantage. But then there's technology, which I think the West still has the lead. An Asian company to watch is Kyocera.

Most of my investments currently are in Gold, Silver, Uranium, Rare Earths.

Back to Solar: As mentioned before, I own a few shares of currently 4 companies, of which I prefer Solon and Solarvalue. As I made a few words about Solon before, let's talk about the second company. Solarvalue will produce their own silicon from metallurgical silicon as early as 2008. It's a big advantage to be able to produce your own silicon to secure supply, as silicon is in short supply. Solarvalue's medium term goal is to establish an integrated group of companies to cover the entire value chain from material through to PV system. They are in partnerhsip with Moser Baer PV, the second largest producer of optical media in the world. Have a look at www.solarvalue.com for presentations and other info. Click on the British flag and you have the English version.

My watchlist on Solar and clean energy companies is a bit large. It has currently around 90 entries. One of my recent additions to it is PVA TePla. They grow their own crystals to produce high-grade silicon. Recently they announced a breakthrough that they are now able to grow larger silicon crystals which in turn allows to produce larger and thinner solar wafers
which helps to reduce overall costs. A first large order has been received by a Norwegian company. PVA TePla is some sort of a secret hot tip if you wish, a bit more risky than Solon or Solarvalue though.

There are many other's I like, like Worldwater, First Solar, Solar Millennium, and and and ...

Here's my Watchlist on ' green ' energy companies and it's just a watchlist, nothing else. It does not imply I am happy with all of those companies .. ..

Okay, so here we go in alphabetical order :

3S SWISS SOLAR SYSTEMS AG INHABER-AKTI ...
AKEENA SOLAR INC. REGISTERED SHARES DL ...
ALEO SOLAR AG NAMENS-AKTIEN O.N.
ALGODYNE ETHANOL ENERGY CORP. REGISTER ...
ALTAIR NANOTECHNOLOGIES INC. REGISTERE ...
ALTERNATIVE ENERGY SOURCES INC REGISTE ...
AMERICAS WIND ENERGY CORP. REGISTERED ...
AQUACELL WATER INC. REGISTERED SHARES ...
ASCENT RESOURCES PLC REGISTERED SHARES ...
ASCENT SOLAR TECHNOLOGIES INC. REGISTE ...
BALLARD POWER SYSTEMS INC. REGISTERED ...
BEACON POWER CORP. REGISTERED SHARES D ...
BIOPACK ENVIRONMENTAL SOL.INC. REGISTE ...
CANADIAN SOLAR INC. REGISTERED SHARES ...
CENTROSOLAR GROUP AG INHABER-AKTIEN O. ...
CIA EN. DE MINAS GERAIS-CEMIG REG.SHS ...
CONERGY AG INHABER-AKTIEN O.N.
CROPENERGIES AG INHABER-AKTIEN O.N.
DAYSTAR TECHNOLOGIES INC. REGISTERED S ...
DISTRIBUTED ENERGY SYS CORP. REGISTERE ...
DYESOL LTD. REGISTERED SHARES O.N.
ECHELON CORP. REGISTERED SHARES DL -,0 ...
EMCORE CORP. REGISTERED SHARES O.N.
ENERGY CONVERSION DEVICES INC. REGISTE ...
ERSOL SOLAR ENERGY AG INHABER-AKTIEN O ...
EVERGREEN SOLAR INC. REGISTERED SHARES ...
FIRST SOLAR INC. REGISTERED SHARES DL ...
FPL GROUP INC. REGISTERED SHARES DL -, ...
FUELCELL ENERGY INC. REGISTERED SHARES ...
GAMESA CORP. TECNOLOGICA S.A. ACCIONES ...
GEODYNAMICS LTD. REGISTERED SHARES O.N ...
GIRASOLAR INC. REGISTERED SHARES DL -, ...
HYDROGENICS CORP. REGISTERED SHARES DL ...
ICP SOLAR TECHNOLOGIES INC. REGISTERED ...
INDEX-ZERTIFIKAT AUF WORLD WATER TOTAL ... Indexzertifikat
INTREPID TECHNOLOGY & RES INC. REGISTE ...
ITRON INC. REGISTERED SHARES O.N.
JA SOLAR HOLDINGS CO. LTD. REG.SHARES( ...
LDK SOLAR CO. LTD. REG.SHS B (SPONS.AD ...
MANZ AUTOMATION AG INHABER-AKTIEN O.N.
MECHANICAL TECHNOLOGY INC. REGISTERED ...
NORDEX AG INHABER-AKTIEN O.N.
OILSANDS QUEST INC. REGISTERED SHARES ...
OPEN ENERGY CORP. REGISTERED SHARES DL ...
ORMAT TECHNOLOGIES INC. REGISTERED SHA ...
PACIFIC ETHANOL INC. REGISTERED SHARES ...
PHOENIX SOLAR AG INHABER-AKTIEN O.N.
PLAMBECK NEUE ENERGIEN AG NAMENS-AKTIE ...
PLUG POWER INC. REGISTERED SHARES DL - ...
PLUTONIC POWER CORP. REGISTERED SHARES ...
PURE BIOFUELS CORP. REGISTERED SHARES ...
PVA TEPLA AG INHABER-AKTIEN O.N.
Q-CELLS AG INHABER-AKTIEN O.N.
QUANTUM FUEL SYST.TECH.WORLDW. REGISTE ...
REINECKE+POHL SUN ENERGY AG INHABER-AK ...
RENEWABLE ENERGY CORP. ASA NAVNE-AKSJE ...
REPOWER SYSTEMS AG INHABER-AKTIEN O.N.
ROTH + RAU AG INHABER-AKTIEN O.N.
S.A.G. SOLARSTROM AG INHABER-AKTIEN O. ...
SES SOLAR INC. REGISTERED SHARES DL -, ...
SOLAR ENERGY LTD. REGISTERED SHARES DL ...
SOLAR ENERTECH CORP. REGISTERED SHARES ...
SOLAR MILLENNIUM AG NAMENS-AKTIEN O.N.
SOLAR-FABRIK AG F.PROD.U.VERT. INHABER ...
SOLARFUN POWER HLDGS CO. LTD. REG.SHAR ...
SOLARTECH INTL HOLDINGS LTD. CONS. REG ...
SOLARVALUE AG INHABER-AKTIEN O.N.
SOLARWORLD AG INHABER-AKTIEN O.N.
SOLCO LTD. REGISTERED SHARES O.N.
SOLON AG FÃœR SOLARTECHNIK INHABER-AKTI ...
SPIRE CORP. REGISTERED SHARES DL -,01
STO AG INHABER-VORZUGSAKT. O.ST.O.N.
SUNOPTA INC. REGISTERED SHARES O.N.
SUNPOWER CORP. REGISTERED SHS A DL -,0 ...
SUNTECH POWER HLDGS CO. LTD. REGISTERE ...
SUNWAYS AG INHABER-AKTIEN O.N.
TECHEM AG INHABER-AKTIEN O.N.
TIGER ETHANOL INTL INC. REGISTERED SHA ...
TRINA SOLAR LTD. REG.SHS (SP.ADRS) 100 ...
UMWELTKONT.RENEWABLE ENERGY AG INHABER ...
VERBUNDGESELLSCHAFT AG KAT. A
VESTAS WIND SYSTEMS AS NAVNE-AKTIER DK ...
VOLTAVIS AG INHABER-AKTIEN SF -,10
VRB POWER SYSTEMS INC. REGISTERED SHAR ...
W2 ENERGY INC. REGISTERED SHARES DL -, ...
WELWIND ENERGY INTL CORP. REGISTERED S ...
WORLDWATER & SOLAR TECHN.CORP. REGISTE ...
YINGLI GREEN EN. HLDG CO. LTD. REG. SH ...
ZENERGY POWER PLC REGISTERED SHARES LS ...
ZOLTEK COMPANIES INC. REGISTERED SHARE ...

Decided to take the risk and added some PVA TePla to my Solar portfolio.

Busy studying my watchlist ?

If I missed any interesting ones, please let me know.

Clean energy companies do include those involved in Ultra Clean Coal Technology (UCC) and anthracite production. The Australian Government has put a 20 cent tax on each tonne of coal mined to subsidize these.

In answer to your question, I have a four letter word for you

No, not that word.

COAL.

We have so much of it we are literally giving it away. The European countries that have been mentioned don't have the glut of natural resources that we do.

Unfortunately for the planet, this means alternatives such as solar power are simply not completive. Coal and uranium are currently the only two methods of power generation that can give us the instant power when required.

That said, I think the days Coal being so cheap to mine and use are numbered.

My 2c

PS I only read the first half dozen posts so I apologise if I've repeated what someone else posted.