Archive for category Solar Companies
Another one bites the dust. This was addressed many months ago. From $150 per share to .16 cents
Posted by 2011wd in Advanced Fuels, BTL, GTL, Power, Solar, Solar Companies, Speak Truth To Power, Supply & Demand, Truth in Markets on April 4, 2012
Classic example of what we have been talking about for some time now.
http://1eco.com/2011/08/23/why-solar-goes-much-lower-still-the-same-reason-the-sector-high-was-nuts/
Posted on August 23rd 2011.
It was never a question of, IF YOU CAN PRODUCE, MW’s of Power. The question is can you make a profit doing it.
This same thought can be expressed with Bio Fuels. It’s not if you can produce. It’s can you produce for a profit over time?
The current numbers given to many bio-fuel companies are based on current and project product and the associated REVS.
Our observation about those numbers. REV in Alternative Energy MEANS NOTHING.
What does matters is this. CAN YOU MAKE A PROFIT OVER TIME? If so, we are interested. Otherwise the Production and REV. Means Nothing to US, Unless…
You Are talking ADVANCED Fuels, PILOT SCALE, then we are open to the science.
Solar Observations provided by one source, that doesn’t sugar coat everything & is therefor worthy of reading.
Why Over Reaching is a major mistake in Alternatives.
Posted by greensciences in 2011 Energy Report, 2011 Power Report, Economic Policy, Energy Policy, Finance, Solar, Solar Companies on September 16, 2011
If you are going to Over Reach, do it on your own damn dime. Do you know who the private money is behind this company? If you don’t, you don’t know the whole story.
IT was never about Hating Clean Energy. It is about beating your future competition before it even gets a chance to get off the ground. If you can’t see this, YOU’RE BLIND.
This just behind our last report on Solar, here…
http://1eco.com/2011/08/23/why-solar-goes-much-lower-still-the-same-reason-the-sector-high-was-nuts/
These funding mistakes only set everything back time and time again. Why models can’t be proven before money is invested is beyond us. If you can’t make the numbers work on a small scale, what makes you think you can make them work on a larger scale with VAST learning curves to be worked out in both design and operations. WHO ARE YOU KIDDING?
ENERGY POLICY makes many wish they knew what they were doing. WHO IS RUNNING THIS DOG AND PONY SHOW? These, no doubt, The same people wanting to give old energy designs more MONEY? MISGUIDED at best. LOST? For the last 50 years. Nothing more than the revolving door, from so called public service back to old energy. DAMAGE DONE. So called Green Leaders PLAYED, or ALLOWING THE PLAY. WHO FUNDED THIS DOG? LOOK AT THE PRIVATE MONEY.
An 82% drop in the price & NO ONE ESTIMATED THAT. NO EXPERT ESTIMATED THAT. This is the very reason we will never call ourselves EXPERTS. WE COULD SEE IT COMING A MILE AWAY. IF YOU DON’T KNOW OLD ENERGY MARKETS & SUPPLY & DEMAND, LOOK OUT BELOW.
A lesson every green energy producer must learn.
Posted by greensciences in 2011 Energy Report, BTL, Cellulosic Bio Refinery, Energy Policy, Feedstock, Finance, Fuel Cells, Greed, Green Sustainable Future, GTL, M & A, Natural Gas, Oil Prices, Remediation, Solar, Solar Companies, Wind on April 6, 2011
If you don’t understand the price action of the product, you will not last more than a few years in alternative energy or energy in general. This in large part because the powers that be, can wipe saw you to pieces, with the ups and downs of the PERCEIVED SUPPLY and demand, that makes up, energy trading.
Until you learn the trading action, NEVER TAKE A DIME from a single investor. YOU BOTH WILL GET BEAT.
The very reason old energy doesn’t care about green energy solutions. They know they can pick it up on less than it cost you to build it if you don’t understand the long term price action. Plan on trading for 15 years, then consider producing. Better yet, 25.
You don’t have to like the product, but you MUST RESPECT IT. This was, and has, NOT BEEN DONE, by most in bio based fuels. Add to the mix that what was produced is not truly green and it becomes easy to see WHY, MOST Who claim to understand investment in green fuel PRODUCTION, Don’t know their BUTT from their ELBOW.
Natural Gas is greener than most Alternative Energy Plays and YET, it is still regarded as FAR LESS THAN GREEN. The concern is directly related to drilling into the ground and doing anything that is not natural to the subsurface. Anything that might end up in the water table is regarded as a major risk and the clean burn aspect of natural gas will always be seen as less than ideal.
see both sides dealing with natural gas…
&
& here, where the real problems start to surface, to the point the ranchers are asking earthjustice for help…
http://earthjustice.org/features/coalbed-methane-in-the-powder-river-basin
What is always easy to see in each of these energy plays is moderation MUST factor into the overall equation or problems become the NORM.
IT HAS BEEN and ALWAYS WILL BE, OPERATIONS that proves up long term sustainable success in all energy solutions. OPERATIONS DEMAND moderation. They also demand REMEDIATION. If you don’t know REMEDIATION stay out of energy production and stay out of operations. YOU WILL ONLY FAIL, LONG TERM.
If you are in solar and wind and think, Natural gas will not play a major role in the future of energy, YOU ARE IN FOR A SLOW ROAD to NOWHERE, & SO are your INVESTORS.
Will Distributed Solar Drive Utilities into Bankruptcy?
Posted by greensciences in 2011 Power Report, BACT, CHP, Green Design, Green Sustainable Future, LAER, Natural Gas, Old Energy Designs, Power, Power Towers, Recapitalization Reports, Restructure & Recapitization, Restructure Reports, Solar, Solar Companies, STE, TES Thermal Energy Storage, Tracking Stocks, Truth in Markets, Waste To Energy on February 26, 2011
We do not address the residential side of power however if the price to install does come down we might in the future. Why pay higher prices now if you know the price of install will come down. Makes no sense.
Commercial is another matter. A very big matter.
As this question is extremely important we will address the public ECO ASPECTS. BACT will not do with regard to retrofit, however much you are SOLD on the idea. If you are not reworking old energy designs with LAER standards, you are simply kicking the can down a very short road. When you look at Utility Value WATCH OUT FOR poor clean up designs which might be approved very recently. Those retrofit expenses do NOT produce Green Sustainable Eco Standards in our view. NOT BY A LONG SHOT.
The Power Sector is a vital part of our work and our detailed answers are private and very much a part of our research reports which are private user access only. There is a great deal here that has been overlooked. Current Case in point, showing recently approved rework addressed in private reporting details.
Here comes the Sun! Once again Solar must be considered.
Posted by 2011wd in 2010 Energy Report, Solar, Solar Companies, TES, TES Thermal Energy Storage on December 20, 2010
Since current private events are leading us to consider alternative feedstock options, SOLAR will always receive major consideration. Most of our research is private and only secured with the help of a business development services contract however there is much we will be able to share in the public forum with regard to public companies and their latest leading edge commercial POWER applications. If you are not interested in large scale projects this will not be the thread for you. If, however you are interested, we want to talk to you.
We will be contacting every current and former officer of every public and many private solar companies to see first hand what they might have to offer in today’s POWER PRODUCTION MARKET. This now in relation to an advancement in our former buying plans, see….
The revised and updated version of that article is private however we are able to say rather than buy old energy properties, we are now exploring building new. Only after our solar report is done with that take place. Much research has already been done in this regard however we have yet to talk to each lead officer, which must be done. That updated report will be held as private and limited only to officers, bus. dev. working partners, & our angel network which is also private. That total private green bus. dev. network is over 2000 and growing by the day. Our first choice partners are pension funds, as such we regard this research to be extremely important. WE ARE SHIFTING AS WE ARE ABLE TO NEW & MORE ATTRACTIVE CLEAN FEEDSTOCK sources and this is done because it NOW seems the only logical thing to do. As the price tag for old energy designs has increased we will simply build NEW.
A recent VC 2010 point of reference to review..
Very little, if any, of the $Bs of VC $ put into solar have yielded the type of results that VCs look for. Just about the time others give up something new comes along. It is the next generation we are most interested in advancing.
2010 Energy Report: Advancing Alt. Energy Base Load Power Production
Posted by 2011wd in 2010 Energy Report, Advanced Building Materials, Bio-Composites, Bio-gas, Bioneers, BTL, CHP, CPV, CSS carbon sequestration & storage, Feedstock, Green Building Materials, Green Cities, Green Design, Green Edu., Green Job Training & Education, Green Jobs, Green Sustainable Future, integrate CAD/BIM/GIS, Natural Gas, Power Towers, Solar, Solar Companies, STE, Steel, TES, TES Thermal Energy Storage, Waste To Energy, Water and Waste Treatment on February 24, 2010
While Alt. Fuel is our main focus, we are shifting the research this year to advance our Alt. Energy Base Load Power Production objectives because of the need for cheaper smart power onsite. That power demand will be extensive so we wish to design something that has never been done & something that will be a model for future development sites and projects. If you, or your company, are on the cutting edge of Thermal solar, TES, hydrogen, natural gas, CHP, heat & air, geothermal, on a base load scale, please consider presenting your white papers per our request.
We are tracking over 200 companies in these different energy areas and wish to learn more about how we might work together as we are able to see business development move in a like minded direction. If we are not already tracking your company and you feel we should be, please let us know and we will look over your profile. Keep in mind this is base load and smart onsite which is not the norm. Our objective is to produce power cheaper, cleaner, smarter with combined energy sources & seemless intergration. If you don’t have a working solution for that type of energy production potential, that can be tracked at every point in the loop, the question becomes, why not? Current research and design models have our projected cost per MW of power far cheaper than most producing alternative energy systems & designs which means all old systems currently in production are outdated and of no use to us without extensive modification, demanding major expense, & rework.
We are open to co-production agreements with current old energy systems companies that know they must transfer their plant designs which are presently outdated. This will demand feedstock transfers, production downtime, construction costs which will be extensive, not to mention major investment in new & renovated infastructure, buildings and equipment, keeping in mind these will be first time projects never produced before. Total new alternative energy cost projections are a major part of our M&A evaluation process. Those numbers are presently far more than most have projected even on a model, first phase scale. This is in large part due to remediation which seems lost to most in the total restructure equation. Without this extensive remediation expense understanding, whatever cost number that might be reached, has missed it’s mark on a grand scale. In fact, we will not consider any future project unless we have been in charge of all remediation work during the life of the cost consideration evaluation process phase. There will not be one dime spent on any potential old energy production plant rework without first having the remediation cost projections well in hand. Here we must work side by side with both CFO and COO who are the only people who might begin to understand the merit of our clean site objectives and process.
It is also important to remember we are talking about an underground and above ground sea of pipes, wires, equipment, & roads that must be integrated. Operations must be priority one with any new design. These operations must be integrated on a large scale. This means thinking in terms of a closed loop type system. This demands CAD/BIM/GIS.
This is where our alternative fuel designs are making advances and we feel our base load power production should have the same type model. Total utilization of energy must be a major objective.
Solar Decathlon Winner
Posted by 2011wd in Green Building Materials, Green Cities, Green Edu., Green Sustainable Future, Recycled Building Materials, Solar, Solar Companies on October 24, 2009
Why the drop in Solar Energy Stocks?
Posted by 2011wd in Solar, Solar Companies, Tracking Stocks on August 15, 2009
http://www.msnbc.msn.com/id/32416986/ns/business-businessweekcom/
Two factors that may have been hidden to some. Inventory build ups & the much needed associated write downs added to the worst time to seek lending.
inventory write downs. in China this will at some point get ugly.
http://www.thestreet.com/story/10573500/1/ldk-solar-slumps-20-as-sun-sets-on-2q-update.html
These inventory buildups are across the board in China, not just solar. The when of it should be explored.
http://www.cnbc.com/id/32417639
STE has a start. Costs must come down.
Posted by 2011wd in Solar, Solar Companies, STE, TES Thermal Energy Storage on August 12, 2009
http://www.scientificamerican.com/article.cfm?id=first-us-power-tower-lights-up-california
Storage must improve, back up sources must be included, however that is the plan and objective. There are not there as yet.
25 Cities are going Solar
Posted by 2011wd in Green Cities, Green Design, Green Sustainable Future, Solar, Solar Companies on August 6, 2009
http://www.solaramericacities.energy.gov/Cities.aspx
This number should expand to 250 as green mayors begin to see the light.









