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Solar stocks - when will Australia wake up?

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noirua said:
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.
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I'll have to look into that. noirua. Don't know anything about UCC.

In the meantime, I've found another Solar company which I added to my watchlist: Arise Technologies http://www.arisetech.com/
 
Here's another one or two stocks, which might fly:

1) SOLARIA ENERGIA Y MEDIO AMBI. ACCIONES PORT. EO
from Spain. The first pur Spanish Solar public company play . No wonder, there's a hype in Spain with this stock. Spanish investement house Banesto calculates for 2007 a turnover of a multiple of 10. And in 2008 turnover should multiply by 3 again and profit by 5.
ISIN: ES0165386014

2) MEYER BURGER TECHNOLOGY AG
a swiss company. With high-precision cutting and slicing systems they supply fully integrated wafer manufacturing-processes and provide individual project management - All in One.
Goldman Sachs says, it's a clear buy.
ISIN: CH0027700852

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Buy the way, I added to my portfolio yesterday:
Dyesol and Open Energy and SFC Smart Fuel Cell AG.

So now my porfolio contains:
Solon AG,
Solarvalue,
ICP Solar Technologies,
Solar-Fabrik AG
PVA TePla,
Dyesol,
Open Energy
SFC Smart Fuel Cell AG

 
DonAqua said:
So now my porfolio contains:

Solon AG,
Solarvalue,
ICP Solar Technologies,
Solar-Fabrik AG
PVA TePla,
Dyesol,
Open Energy
SFC Smart Fuel Cell AG

Click to expand...


First Australian contract for SOLON AG
Berlin, November 16, 2007 - Berlin-based SOLON AG, working in collaboration with local partner CBD Energy Ltd., is to install its first power station in Australia. SOLON AG holds a 19 percent share in the Australian company. As CBD Energy reported today, the project is being subsidized by the Australian Ministry for Industry to the tune of AUD 20 million. The overall investment is AUD 60 million. The Hunter Valley solar park will be constructed in Port Stephens in New South Wales. The main customer for the solar energy produced there will be the town of Port Stephens itself and part of the electricity will be fed into the local grid. The solar power station will use SOLON-Mover photovoltaic tracking systems.
In addition to the Hunter Valley project, a number of other projects are in preparation, including one on King Island off the coast of Tasmania. For SOLON AG this represents an initial foothold in the Australian photovoltaic market.
About SOLON AG:
SOLON AG is one of the largest manufacturers of solar modules in Europe and a leading supplier of photovoltaic systems for large-scale solar power plants. The SOLON Group has subsidiaries in Germany, Austria, Italy, Switzerland and the USA and employs more than 650 people. The core business of SOLON is the manufacture of solar modules in various power output categories and of complete photovoltaic systems for use in the construction of solar power plants.

SOLON AG
Therese Raatz
Investor Relations
 
Wait on, Sunboy - isn't Solco that company that had 'a potential of 1000% in the next months' and a goal of '1 $ for the next six months' way back in March last year?

Looking at the history, it seems to have dropped dropped from $0.25 since you first mentioned it, to $0.10 over a year and a half later.

At least that more expensive, 'no substance' company Dyesol has risen 40% in that time (with a high of 135%).
 
the solon investor relations people might need to do some more research.
there's no such town as port stevens.

if the solar panels of the future are our daily bread, of which there are many varieties and producers, dyesol might well be flour.

talk of solar power is not conclusive unless silex is taken into account. not a lot of info cause its still hush hush, but news is due soon.

this aussie company, now based in the states, has globe changing potential, as has dyesol for that matter. i hold both, and i dont mean to ramp, but they're relatively cheap at the mo. quite early days.
 
Yes, the senior management of Dyesol is quite astute strategically. They are covering off a number of competitive threats to position themselves nicely for the future. The key will be how long it takes them to improve the energy efficiency ratio in the field as well as the lab. Seem to be on track in that respect. Once they sort that out, the value proposition of Dyesol will be massive.
 
CBD Energy has had sales up to .47cents today. Already doubled in price since the election. An interesting small Australian company to look at with a number of projects in the pipeline. Regards KOOKA
 

haha
 
I have just put a solar panel on my boat, I have found it very effective it is about 1m by 50cm and I am told is all I need to continuously recharge my batteries when the boat is sitting on the swing mooring. Since having it my batteries alway appear to be full everytime I go down .. In the past flat batteries have been a big problem ..

However having just read this thread I think Sunboy definetly needs to work for this SOO company .. run there stands at the tradeshows.. so much enthusiasm...
 

I've had one on my boat for 2 years. It is only 25cmx25cm and has kept the batteries charged (2 x 12v) without any problems. It cost $225 installed. I'm thinking of installing the same at the house with a 12v battery for emergency lights, We get a few blackouts.
 
I'm quite amazed after researching many solar related stocks . The best of the lot are all stangnant price wise , little flutters here and there . One I thought was very good was Kyocera a Japanese stock , I'd known about their CDMA technology and always used it until "G" showed up . Most of the companies here are well behind their Asian counterparts at present , with the main thorn being efficiency . I just hope they develope a panel that can effectively absorb the free energy available .

An interesting greenie pivot spot ..... what happens when they do ? , and everyone installs them , then the clouds constantly reflect the reflections back on the oceans ............ the world would look like a disco ball from space .

But would the oceans cope ?
 
arminius said:
the solon investor relations people might need to do some more research.
there's no such town as port stevens.
Click to expand...
It says Port Stephens, not port stevens. And yes it does exist. Total project is for about $360 million, with the first stage about $60 million.
 
You are right if you say, Solco is not at 1$ at the moment. But why should we not reach this value? Solco changed management and turns to profitable operation. That is the first step. Of course the next report of the last quarter will be decisive for a further view. But as you can see in the posts before (many families want to install solar cells on their roof, boat ....
The chance is good, that Solco will be a big player next year.
It is only my opinion. I ´m also invested in Trina Solar, a nice china solar stock.
In China and USA there is a better understanding of the potential of solar power. Australia is just at the beginning. Take for example the chart of worldwater. Where do they come from and where are they now. The revenue is the same as for Solco, I ´m sure if Solco will not disappoint with their new strategy and management, we are very soon at 1$ and more.
You need some enthusiasm for your stocks,don ´t you? I ´m also interested in other recommendations. Everybody is free to say his opinion. We will see what is going up in 2008. If Solco will reach his aim, you will say, my thinking was right and you might wonder why you were not invested.
Think about it.
 


Added to my portfolio recently:

Ascent Solar
and
Meyer Burger Technology

Don Aqua ;
Here comes the sun ..
 

I've added ALEO Solar to my portfolio.

Read also http://www.int.iol.co.za/index.php?set_id=1&click_id=139&art_id=vn20080126094222681C112679

which mentions Aleo and Johanna Solar Technology.
 
I recently read an article that Solar stocks have been subject to severe Ramping which can be seen roller coaster ride of US solar and renewable energy stocks which recently rocketed (just like tech stocks during the .com boom) and plummeted. Be careful.

I'll try and find the article which was on a "keep them honest" type website recommended by a fellow member.
 
Very important not to underestimate the importance of nanotechnology in PV stocks. Nanotech is likely to reduce capital costs and energy use in production and improve performance. Dyesol is unusual in having exceptional nanotech skills inhouse. Their success will effectively involve the development of a new technology paradigm and that doesn't happen overnight. They are being smart in partnering with multinationals involved in diverse potential applications of the technology, meaning that any one of a gradually increasing number of parallel streams of R&D work could result in major financial gains for Dyesol. So still a long term hold.
One subscriber commented on the company's former financial difficulties. Three points. First, they now have access to raise the capital they need, which they didn't have before as an unlisted company. Second, the broker involved in the public issue became chairman of the company, and still is. Third, the company's relationships with Dr Graetzel, the founder of the technology, with major commercial players and with government funding and defence agencies are all streets ahead of where they were prior to listing.
 
Hey guys any thoughts on this age article today?

 
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