Solar Stock List

[AJLightning]

I accidently deleted my "Green" watch list....can you guys give me some suggestions...I currently have:

FSLR, ESLR, CY, SPWR, HOKU, WWTA, DSTI, ASTI, JASO....

anymore worth watching?

[chinaman711]

WWAT and SOEN, Im not in soen right now as i would like to see soen test 1.35 again. Never know when they will put out news so if it does not hit 1.35 i will jump in on news. Good luck and lots of plays plays to look at. FSLR is the best trader of the bunch.

[Bman409]

I accidently deleted my "Green" watch list....can you guys give me some suggestions...I currently have:

FSLR, ESLR, CY, SPWR, HOKU, WWTA, DSTI, ASTI, JASO....

anymore worth watching?

SOLAR:


CSIQ
CSUN
LDK
SOLF
STP
TSL
YGE


Ocean Power:

OPTT


Ethanol:


AVR
BIOF
GPRE
PEIX
VRNM
USBE

[englishman26]

GRSR and XSNX if you want to get really speculative!

[Rynn]

You might also consider silicon wafer manufacturers like WFR, even though they don't make solar panels themselves.

[chinaman711]

Nice read on solar and alt. energy-- http://timesunion.com/business/

[chinaman711]

Back in SOEN as it hit my target of 1.35, last time it hit 1.35 it went back to 1.75. Long term looks good too

[tape]

What is your stop price?
Back in SOEN as it hit my target of 1.35, last time it hit 1.35 it went back to 1.75. Long term looks good too

[chinaman711]

Will sell if 1.30 does not hold look for 1.75 to $2

[chinaman711]

SOEN--From Barron's on line
Something truly odd is happening with the solar stocks. The sector went slightly nuts today, as one company after another announced new supply agreements or other related announcements. Here are the basics of the announcements, with links to the full texts; I’ll get to the stock activity in a second.

First Solar (FSLR): Announced five deals to make solar modules totaling 685 megawatts by the end of 2012; the company says the deals can bring is as much as $1.28 billion over the length of the contracts. The contracts are with a bunch of companies that you likely haven’t heard much about.
JA Solar (JASO): Announced that it has commenced production on four additional solar cell production lines. The company said they are ahead of schedule. The four new lines increase its manufacturing capacity to 175 MW a year from 75 MW.
Trina Solar (TSL): Said it signed four contracts to supply 99 MW of worth of photvoltaic modules to customers in Italy and Germany.
Yingli Green Energy (YGE): A week ago, the company announced a deal to supply 9.55 MW of PC modules to a Spanish customer.
Hoku Scientific (HOKU): On June 20, the little Hawaiian company’s shares went skyward after it announced a polysilicon supply deal valued at $185 milion over seven years.
OK, so check out today’s solar stock madness:

First Solar today rose $23.05, or 24%, to $119.34.
JA Solar gained $5.51, or 15%, to $42.76.
Trina Solar rose $9.29, or 16%, to $67.37.
Yngli Green Energy advanced $2.46, or 16%, to $17.96.
Hoku jumped $1.52, or 14%, to $12.65.
Solarfun (SOLF) improved $1.28, or 11%, to $12.53.
Suntech (STP) gained $1.57, or 4%, to $39.56.
LDK Solar (LDK) gained $2.84, or 8%, to $36.37.
To be clear: those are the gains today alone, not this month or this year.

Are those gains justified? I have no idea. But if every a sector looked frothy, this is it.

Permalink | Trackback URL: http://blogs.barrons.com/techtraderdaily/2007/07/09/solar-stocks-go-nuts-on-supply-agreements-is-the-sector-overheated/trackback/
Save & Share: Share on Facebook | Del.icio.us | Digg this | Email This


Comments
Report offensive comments to techtraderdaily@barrons.com
I bt August puts with $60 strike price, today. Time will tell, but TSL has been a roller coaster and has been a good trading stock for me until it broke out late last week. I do not follow the others, but I assume they are conjoined.

Comment by john - July 9, 2007 at 3:47 pm
there is a small stock associated with shanghai university that makes photaic cells. up %6.5 today. SOEN (.ob)

Comment by tom keefer - July 9, 2007 at 4:26 pm
What do you think of the SOEN.OB are they for real and worth the investment. They have announced many deals already as well

Comment by Paul T - July 9, 2007 at 5:23 pm
SOEN.OB is for real, they have formed a nice base and are starting to break out on volume. They have secured supply of P-SI and have many stable customer deals. They have a 25 MW line running two shifts, and a socond 25MW line do to come on line in September….They are the real deal!!!!

Comment by Fredy Crugger - July 9, 2007 at 5:27 pm

[Bman409]

bought ESLR today at $9.15

target: $12

[Albert0373]

ESLR is on my solar list; I traded it in June from 9.08 to 10.50.
I don't have a buy confirmation yet for me though, 50ma and 200ma struggling and pps trying to stay above it. But I think you may have a nice entry here, bman.