Alerts

January

• Option Trading Strategy for Yingli Green Energy (NYSE:YGE) on Recent Gains
  January 6, 2009 – We wrote on December 30, that our near-term price target for Yingli Green Energy (NYSE:YGE) was in a range of $8 to $9 (then trading at $5.34) and as of yesterday, it closed at $7.25, up $1.91 or 35% since we wrote than commentary. This morning the stock should get more of a lift on a stronger market and is approaching our target range.
  01/06/2009 by SCP Editor

• Why LDK is One of the Best Stocks to Own in 2009
  January 5, 2009 - LDK Solar (NYSE: LDK) closed at $13.12 on Wednesday, the last session of 2008, holding a market cap of $1.48 billion, about 1.06x trailing 12-month sales and 4.42x trailing 12-month earnings. We think this stock is remarkably cheap, and represents one of the best investment opportunities for growth oriented investors and it is the best one that we know of. Here is why.
  01/05/2009 by Administrator

December

• December 30,2008 - Yingil Green Energy (NYSE:YGE) Still Well Positioned Going into 2009
  December 30, 2008 - Yingli Green Energy (NYSE: YGE) is one of the midstream solar companies we touted in 2008, and continue to think is well-positioned in the group. That being said, the stock has been hammered, along with all of the other midstream solar firms. The stock opened on January 2, 2008 at $39.01. Yesterday, the stock closed at $5.34, trading at 0.66x our forecasted sales for 2008 of $1.05 billion (which would represent 88% Y/Y revenue growth, and at about 6x our forecasted 2008 income for YGE at $115.5 million (which would represent 116% Y/Y income growth). So the question is whether the stock is oversold at current levels, and whether it is timely now.
  12/30/2008 by Administrator

• December 19, 2008 IDC Report Companies Becoming Increasingly More Focused on Green IT Initiatives
  IDC reported this week that companies are becoming increasingly focused on their Green IT initiatives. In its most recent survey amongst 1,500 C-level business and technology executives across 10 industrial countries:
  
  
  12/19/2008 by Administrator

October

• October 22, 2008 - Stocks have been revaluated in the past couple months
  LDK Solar (NYSE: LDK) - a Chinese solar wafer maker, which is moving upstream building a massive polysilicon plant which will enable it to better control its costs, and maintain stronger margins. The company has made a habit of raising guidance and beating expectations. Recently, it raised guidance for revenue to a range of $530 to $540 million for the Q3, up from a previous guidance range of $486 to $496 million. We expect it to post $1.8 billion in revenue this year, and $2.9 billion in revenue next year.
  10/22/2008 by Administrator

• October 15 - SpectraScience (OTCBB: SCIE)
  SpectraScience (OTCBB: SCIE) has made several announcements over the past month which signal key milestones in its plan to accelerate out of R&D for its cancer screening platforms and into wide-scale sales.
  10/15/2008 by Administrator

• October 8, 2008 - LDK Solar (NYSE:LDK)
  October 8, 2008 - LDK Solar (NYSE:LDK) reported this morning that it has raised Q3 revenue guidance to a range between $530 million to $540 million, up from a previous guidance range of $486 million to $496 million. It also said that its shipments had a total capacity of 230MW to 240MW, up from a previously forecasted 210MW to 220MW. And it has reached 1.2GW of production capacity by the end of the quarter. This was its year-end goal, so it is clearly ahead of schedule. None of this should be too surprising for investors paying attention to LDK's results over the past couple of years. It has made a practice of executing and beating Street expectations, and raising guidance. Nonetheless, its stock has been sold off lately on broader market weakness and due to the Street's reaction to Goldman Sach's downgrades of First Solar (Nasdaq:FSLR) and SunPower (Nasdaq:SPWRA) yesterday, and related comments about module oversupply. We think the stock has tremendously oversold at current levels, and this morning's raise in guidance validates that sentiment.
  10/08/2008 by Administrator

September

• Solar Power (SOPW:OB) Initiated at BUY at Merriman
  September 12, 2008 - 9:16am - Merriman Curhan Ford analyst Brian Tanous initiated coverage on Solar Power (SOPW.OB) this morning with a BUY and a 12-month target price of $4-5 per share. The stock opened at $1.35 this morning.
  09/12/2008 by SCP Editor

• Aspire Week in Review - Week Ended September 5, 2008
  EIA estimates that members of the Organization of the Petroleum Exporting Countries (OPEC) earned $671 billion in net oil export revenues in 2007, a 10 percent increase from 2006. Saudi Arabia earned the largest share of these earnings, $194 billion, representing 29 percent of total OPEC revenues. Through July, OPEC had earned an estimated $642 billion in net oil export earnings in 2008. Based on projections from the EIA August 2008 Short Term Energy Outlook (STEO), OPEC net oil export revenues could be $1,172 billion in 2008 and $1,225 billion in 2009.
  09/08/2008 by Administrator

• Trade Alert - September 5, 2008 - Hoku (Nasdaq: HOKU) announced another blockbuster deal this week
  September 5, 2008 - Hoku (Nasdaq: HOKU) announced another blockbuster deal this week, this time with Wealthy Rise, International Ltd., a wholly-owned subsidiary of Solargiga Energy Holdings (HKG:0757). Under the contract terms, Hoku is to deliver polysilicon to Solargiga over a 10-year period beginning in early 2010 for a total of about $455 million. The contract also calls for a deposit of $22 million to Hoku within 15 days and requires additional deposits of $21 million by December 20, 2008, $20 million by March 31, 2009 and $5 million on the first shipment.
  09/05/2008 by Administrator

• August 28 - The Journal of the National Cancer Institute
  August 28 - The Journal of the National Cancer Institute recently reported that the incidence of adenocarcinoma of the esophagus has increased steadily in white Americans over the past 30 years, at a 335% increase in incidence rates amongst women and 463% amongst men. Total esophageal cancer rates amongst while men increased from 5.76 per 100,000 persons to 8.34 per 100,000 persons during this period.
  09/02/2008 by Administrator

• Aspire Week in Review - Week Ended August 29, 2008
  This week, heading into the Democratic National Committee, Robert F. Kennedy wrote a commentary in support of Obama's energy plan commenting that,
  
  "A sophisticated, well-crafted energy policy designed to de-carbonize America is the centerpiece of Sen. Barack Obama's domestic economic package," and that"Obama understands, as John McCain does not, that an intelligent energy policy is also the natural fulcrum for U.S. foreign policy and national security."
  
  Abroad, Japan's Ministry of Economy and Industry said it intends to spend 433 billion yen ($4 billion) on measures to reduce emissions. It will spend as much as 23.8 billion yen on subsidies and tax breaks for residential solar installations and businesses to increase output of renewable energy.
  09/01/2008 by Administrator

August

• August 19, 2008 - American Superconductor Corp.
  (Nasdaq: AMSC) is currently trading about 47% off its 52-week high. We have been watching the stock for the past few months, looking for an opportunity to begin accumulating on weakness and we believe that the current level, below $25, looks attractive.
  08/19/2008 by Administrator

• Aspire Week in Review - Week Ended August 15, 2008
  In an effort to curb gasoline consumption, China's government doubled the sale taxes on the biggest cars from 20% to 40% while cutting taxes on smaller cars. Doubtful that our government will be able to be as efficient, as partisan politics continue to play a dividing role in bringing any coherent and cohesive energy policy to the table for a consensus. Congress will be back from its reprieve in September and the GOP seems to have done a better job strong-arming the Dems into giving on some level of a domestic drilling program, and getting the public to buy into the rationale, as cloudy as it really is.
  08/18/2008 by Administrator

• This past week we introduced SpectraScience (OTCBB: SCIE) to our readers
  This past week we introduced SpectraScience (OTCBB: SCIE) to our readers, noting that the company is particularly well positioned to address the burgeoning diagnostics and cancer screening industry. Since then, we released an interview that had with Tommy Thompson, former director of Health and Human Services, who, unprompted, said that "SpectraScience has got a tremendous opportunity to be one of the best diagnostic companies in the world."
  08/14/2008 by Administrator

• Aspire Week in Review - Week Ended August 8, 2008
  Energy debate increased this week with House Republican theatrics calling for Pelosi to return to Congress for a debate on opening up offshore drilling, Senator Obama outlining his energy plan in Lansing Michigan and McCain's camp responding with sarcasm (see comments below). McCain continued his push for opening drilling and embracing nuclear, while visiting Michigan's Fermi 2 nuclear plant. He also expressed his opposition to the $300 billion farm bill and subsidies for ethanol.
  08/11/2008 by Administrator

• Update Alert and New Target for Hoku (Nasdaq:HOKU)
  August 7, 2008 – Hoku (Nasdaq:HOKU) signed another mammoth supply deal this week worth $284 million over a 10 year period. This is on the heels of a $298 million deal it announced last week, adding up to a total of $584 million in supply agreements. These contracts come at a great time for the business, which is in the process of financing the build-out of its production plant in Idaho, given that both agreements call of immediate payments:
  
  08/07/2008 by SCP Editor

• SpectraScience (OTCBB:SCIE) Gets Key Validation of Technology with University of Iowa Order
  With what we believe to be the first of many announcements, "University of Iowa to Begin Using LUMA(R) Cervical Pre-Cancer Imaging Device", we think SpectraScience (OTCBB:SCIE) is a compelling stock, and more timely now that it is demonstrating traction on its announced move from R&D into commercialization in the multi-billion dollar cancer screening and diagnostic sector. The company designs and develops cancer screening devices that demonstrate a higher degree of sensitivity than current gold standards, which result in more efficiency at the physician's clinic and earlier detection which paves the way for reduced mortality rates through better and earlier treatment. The company announced this week that the University of Iowa will be using its LUMA cervical cancer screening devices at its clinic.
  08/05/2008 by Administrator

• Aspire Week in Review - Week Ended August 1, 2008
  In the midst of another week of Bush's admonitions to the Democrats about their energy policy platform which is fundamentally opposed to opening up to offshore drilling, an email leaked from his EPA calling for staffers not to respond if contacted directly by the Governmental Accountability Office or EPA inspector general's office.
  08/04/2008 by Administrator

July

• Aspire Week in Review - The Week Ended July 25
  T. Boone Pickens continued to gather media momentum as he made rounds on CNN's Lou Dobbs to pitch the "Pickens Plan" for investing in renewable resources and natural gas. But Pickens isn't the only one offering up plans, on the heels of Al Gore's challenge last week to the nation to replace 100% of its electricity demand with renewable energy in the next 10 years. Most recent, Jaeger-Waldau, of the Institute for Energy recommended blanketing the Sahara desert with solar panels, spanning the circumference of Wales. He says that just 0.3% of the energy hitting the Sahara could power all of Europe.
  07/29/2008 by Administrator

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