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stanley
With energy prices soaring and power in short supply, alternative/Renewable energy have been getting wide attentions

-Solar energy
http://pvpower.com/

-Wind energy
http://windpower.com/
http://www.gepower.com/businesses/ge_wind_...gy/en/index.htm

-Fuel cells
http://fuelcell.com/index.asp

-Micro-turbines
http://capstone.com/

-Flywheel
http://www.magma.ca/~fesi/

-Others

http://www.renewableenergystocks.com/Compa...wableEnergy.asp

PLUG Plug Power, Fuel Cells

FCEL Fuel Cells

HYGS Hydrogenics, Fule cells and test equipemts

BLDP BALLARD POWER SYSTEM, Fuel cells, with emphasis on cars

ESLR Evergreen solar, Solar film with String Ribbon technology

DSTI DayStar Technologies, solar cells

AMSC American Superconductor

ACPW ACTIVE POWER, Flywheels for backup power

BCON BEACON POWER, Larger flywheels for telecom customers

CPST Capstone Turbine

CMI Cummins Inc

ENER Energy Conversion Devices Inc

CHP C&D TECHNOLOGIES, Batteries for backup (CHP)

IMCO Impco Technologies Inc

MCEL Millennium Cell Inc

SATC SatCon Technology Corporation

SPIR Spire Corp, solar equipment, solar systems

(list to be completed)
BeerMarket
tanks for starting this thread. I've been looking for the right place to discuss these stocks on the Stool for a while, trying here sounds good to me. I think it makes sense to discuss them as a group because there are often fuzzy lines between the sectors within the sector.

Here's a list I refer to for a glance at the sector - I've added a couple from your list I didn't have before:
Beer's Malternative Energy List
I find this list handy for getting news on the group (near bottom of the page). For a while it was difficult to maintain the list given frequent moves to the pink sheets, delistings, etc, but that's settled down a bit for now. laugh.gif

I left out Cummins, as well as GE and UTX - all are becoming bigger players but of course it's still a relatively small part of their business. But their actiivity in the area must be tracked to evaluate the purer plays.
BeerMarket
as for subsectors within the sector, I think batteries and hydrogen storage are important ones, with batteries I think providing the best near term profit potential. This is one of those cases of overlap given that NiMH batteries (currently the choice for most hybrid vehicles and many consumer applications) share some technology with metal hydride based storage of hydrogen. However batteries themselves are in some cases threatened by fuel cells even today (for powering laptops, PDAs, etc). This is an example of why I agree it's best to discuss them as a group.
No Einstein
stanley, good idea on the thread,

to many companies to keep track of alone

I have been trading BLDP and PLUG since this Aug. I made some nice coin too.

currently flat but looking for my re-entry point.

NE

Hadjin
I hold MCEL (I am underwater from the $1.20s, but GREAT opportunity right now due to just last week becoming under exchange capitalization requirements; IMVVVHO), and DESC (love the prospects here), BCON, BLDP, FCEL and HYGS. Looking to reenter CPST and ACPW.
BeerMarket
small fuel cells may see widespread use well before automotive apps. MKTY up today on govt contracts:
MTI Micro Receives Direct Methanol Fuel Cell Contracts

in fact, several companies were planning to market products this year, but NEC just delayed introduction and said it may be almost 2 years - claiming it's legal problems, not tech holding them back:
NEC Delays Fuel Cell Launch
QUOTE
While development of fuel cell technology is more or less at the point where it can be commercialized, a number of other issues have yet to be solved, says Diane Foley, a spokesperson for NEC in Tokyo.

These include regulations regarding carriage and use of fuel cells on airplanes and other forms of public transport. NEC had been hoping that such legal hurdles to commercialization would have been cleared by this year but it now expects this to happen around 2007, thus the delay, Foley says.

There are other issues that need to be solved including standardization of fuel cell cartridges and establishment of a sales network were new cartridges or fuel can be purchased.

probably some truth to all this, but for example the standardization issue shouldn't hold back the launch of a 1st generation product. cell phones don't use standardized batteries, and it's a pain, but the market deals with it for now.
stanley
Businessweek Online

Special report: Alternative energy powers up
http://businessweek.com/technology/tc_spec...alternative.htm

Racing to Energy's Great Green Future http://www.businessweek.com/technology/con..._4026_tc181.htm

Toward Tomorrow's Fuels http://www.businessweek.com/technology/con..._1005_tc181.htm

Enter the New American Dream House
http://www.businessweek.com/technology/con..._6544_tc181.htm

Turning Manure into Black Gold
http://www.businessweek.com/technology/con..._6711_tc181.htm
stanley
http://biz.yahoo.com/bw/041019/195554_1.html

EATONTOWN, N.J.--(BUSINESS WIRE)--Oct. 19, 2004--Millennium Cell Inc. (NASDAQ:MCEL), a leading technology development company that offers a proprietary process to safely store, generate and deliver pure hydrogen, received a letter from Nasdaq on October 7, 2004, indicating that the Company was not currently in compliance with certain requirements necessary for continued listing on the Nasdaq National Market. The Company is evaluating several options available to either maintain its listing on the Nasdaq National Market or to the Nasdaq SmallCap Market.
BeerMarket
VW does a 180 on hybrids, who's next?
VW Changes Its Mind and Announces Hybrid Vehicles are In Its Future
QUOTE
As it has been, Mercedes-Benz, Volkswagen and now Jeep, have still been able to tout the merits of clean, quiet, powerful yet economical common-rail diesel power against complicated and as yet unproven (over the long haul) HEV systems, being that fuel economy figures do not necessarily benefit the Japanese and soon, with the introduction of the new Ford Escape Hybrid, domestic hybrids.


But all has changed since HEV leader Toyota announced diesel-HEVs would be part of its future (see automotive news section for August 16, 2004: Toyota Considering Making Diesel-Electric Hybrid Vehicles). The added benefits of diesel efficiency and performance would be considerably enhanced with an integrated hybrid-electric system, and could be done easily as all that is needed, simplistically, is for the gasoline-powered ICE (internal combustion engine) to be swapped out for a diesel one.

resistance is futile laugh.gif
BeerMarket
Tasman Resources to Convert 10,000 Beijing Buses to Hydrogen
well, hythane actually - and the hydrogen is a byproduct of the steel industry!
QUOTE
STRI is part of the Shougang Group which includes a major Chinese steel manufacturer, who have as a by-product a large quantity of hydrogen. It is this hydrogen that is anticipated to be used in the blending with Natural Gas to produce Hythane.
BeerMarket
Here's one of the reasons I like ENER:
Ford faces battery shortage problem in '05 for Escape Hybrid
QUOTE
Limited availability of nickel-metal hydride battery packs from supplier Sanyo will cap Escape Hybrid production at around 20,000 units in 2005, says Ford Division President Steve Lyons.

Ford Motor Co. is negotiating with the Japanese company to boost battery production. But additional capacity from Sanyo will require the company to expand its factory or build another.

for the record, as far as I know Sanyo is a licensee in good standing of ENER's technology. ENER, through their COBASYS joint venture with CVX, has significant battery manufacturing capability that has recently received needed certifications:
Manufacturing
QUOTE
With the 2003 completion of our new 170,000 square foot manufacturing plant in Springboro, Ohio. Cobasys is positioned to be a high volume NiMH battery systems provider for transportation and stationary solutions. Located just off I-75 in Springboro, Ohio, near Dayton, Cobasys is capable of producing between 1.2 and 2 million batteries annually. Our obtainment of QS 9000 and ISO 14001 certification at this facility is a reflection of our vision and values. ISO 14001 is an environmental standard that demonstrates our commitment to a clean world. However, we are not stopping there.


These batteries would not be drop in replacements for the Sanyos but if nothing else might be designed into other models by Ford or others.

I want to make it clear to all here that this is a LTBH for me, so do your own DD. Mgmt is far from ideal, they provide few details and currently the company is in need of financing of some sort (may sell technology, enter another JV or simply refinance the solar plant). I think we'll know a lot more about whether ENER will finally amount to something in the next 6-18 mo. They need to see continued increases in solar sales, real battery contracts and product announcements (probably by partners) related to their non-volatile memory technology.
stanley
QUOTE (BeerMarket @ Oct 29 2004, 10:14 AM)
Here's one of the reasons I like ENER: .....

I want to make it clear to all here that this is a LTBH for me, so do your own DD. ........

I think we'll know a lot more about whether ENER will finally amount to something in the next 6-18 mo. .....

BeerMarket,

Tanks,
BeerMarket
glad you found the post useful, stanley. I want to try to help keep this thread about how to make money in these stocks but given the stage of development most of these companies are in, I find it useful to track funnymental developments. Especially when the TA doesn't make me want to buy or sell at the moment.

An update to the article in my earlier post, Mecedes is joining the hybrid crowd:
Next S goes hybrid
This is not entirely new but is the most specific info I've seen.

If you could "recharge" these with hot air from our politicians, you might be on to something, but as it is this amounts to another way to run a car on electricity, and there's some doubt about the efficiency:
Car runs on compressed air, but will it sell?
QUOTE
How it works
In both cars, an electric pump compresses air into the tank at a pressure of 300 bars. The pump plugs straight into an ordinary household socket and takes four hours to complete the recharge.

"When you get home you normally plug in your cell phone," said Braud. "Well, now you do that with your car too."

QUOTE
The Air Car's pistons, pumped by the escaping compressed air, can take the vehicle up to 70 miles per hour. It can travel 50 miles at top speed on a full tank, or further at lower speeds.

Slightly pricier hybrid versions achieve higher speeds and longer ranges by running on a combination of compressed air and conventional gasoline, or bio-fuels derived from organic matter.


stanley
--chart obsolete--
stanley
Associated Press
Not Many Alternatives for Energy Investors
Saturday October 2, 5:10 pm ET
By Meg Richards, AP Business Writer
http://biz.yahoo.com/ap/041002/wall_main_2.html

Motley Fool
Here Comes the Sun
Friday September 24, 4:42 pm ET
By Brian Gorman
It's time investors got serious about solar power
http://biz.yahoo.com/fool/040924/1096058520_1.html

Edit: link obsolete
BeerMarket
interesting article about a possible ENER joint venture in Malta:
American company interested in solar energy joint venture in Malta
QUOTE
In a letter he received on 14 September, ECD said they were interested in a joint venture with Maltese entrepreneurs. A 50 per cent joint venture agreement would be concluded with the Maltese investor – from the private or public sector – to set up a factory. Such an operation would entail the employment of around 200 people.

one reason I find the article interesting is that I haven't seen this information made public anywhere else. but more questions than answers here. would this factory serve only Malta (seems unlikely) or would it be intended to serve other EU countries (Malta's membership could be a plus, but it's island location may not be)?
BeerMarket
don't mean to turn this into the ENER thread, but they're up $1 as I type this after their usual mid-day earnings release. The news is they have earnings, they turned a proft, but largely due to one-time items and they seem to be sticking with their goal of sustained profitability by 7/06. But solar sales were definitely up and that operation may already be profitable:
Energy Conversion Devices Announces First Quarter Fiscal 2005 Operating Results
QUOTE
Product sales increased 110% on the strength of an $8.2 million (175%) sales increase in United Solar Ovonic's photovoltaic products. Royalties increased $1.1 million primarily as a result of recognition as revenue of an advanced royalty payment received in 1993 under which the licensee no longer has an obligation to make payments.


I have been holding off looking at the TA for this sector too closely because the election seemed to jerk them around. It might be time to see which held up the best.
BeerMarket
more good news for solar:
Spain makes solar panels mandatory in new buildings
QUOTE
SPAIN wants to take advantage of its sunshine by making solar panels compulsory in new and renovated buildings — to save fuel costs and to improve the environment.

of course critics complain about the added 1100-1400 euro cost, even though housing prices of doubled since 99 without solar.

here's a technology I hadn't seen before - it would be interesting if it's practical, but I am definitely NOT recommending the stock, which is a BB that trades at .40 (I'll edit this post if needed - but many of the alternative energy stocks trade under $2):
Rolls of Thin-Film Semi-Transparent Solar Cells May Hold Promising Commercial Future
QUOTE
XsunX, Inc. (OTCBB:XSNX - News), developer of Power Glass™ -- a breakthrough solar technology that allows windows to produce electricity from the power of the sun, announced today that their phase two development program is now moving to the development and testing of their process on thin film plastics. Recent success in the development of large area monolithic cell structures on glass surfaces has prompted the development move in advance of previous plans.
stanley
ReCap and updates:

(1) Alternative Energy Gets Real - BusinessWeek Online
Thursday December 23, 8:19 am ET
By John Carey http://biz.yahoo.com/bizwk/041223/b3914456_1.html

(2) Alternative Energy Gets Real -
2005 INVESTMENT OUTLOOK -- THE BEST PLAYS
Pricey oil and gas are heating up industrial interest in renewable sources
http://yahoo.businessweek.com/magazine/con...52/b3914456.htm

(3)Evergreen Shares Up on Wafer Patent Filing - Associated Press
Tuesday December 7, 3:33 pm ET
http://biz.yahoo.com/ap/041207/evergreen_mover_1.html

(4)ReCap
QUOTE
Posted on: May 7 2004, 06:00 AM
Solar film is in the shortage and Solar power has very good tax incentive package in Europe. ESLR spikes to 4 and moves down to 2.5 level with the general tide; open ESLR again, Evergreen solar.Long term accumulation

ESLR from 2 to 4 in 5 months, (12/29/04)
Edit: Ops, goes up to 4.6, another +15% in one day (12/30/04)

(5) PLUG (see(1)& (2)) is jogging around 6.0, open call, long term accumulation
depends
Stanley - do you know if these fuel cells use
silver, gold, platinum or palladium? Thanks.
bubbadropping
I will probably buy in the defense sector a few days before Inaugural Week. Why? These death stocks are big,big contributors to bush and they will no doubt pick up the bill for the inaugural as LMT helped do so after the Junta of 2000. I can imagine them mysteriously rising into the coronation of prince idiot. buddha

Gtnworse be sure and check out Tern and Amcc and Brcd if you are nostalgic for Jdsu. And Cien ofcourse. b.
stanley
QUOTE(depends @ Dec 29 2004, 03:39 PM)
Stanley - do you know if these fuel cells use
silver, gold, platinum or palladium?  Thanks.
*



depends,

Platinum is applied in Fuelcell electrodes, ... usage wise,.. no idea. ( Platinum/Carbon catalyst - http://fuelcell.com/p_electrodes.asp )
I am not sure silver,Gold,palladium is appled in Fucecell system.
stanley
PLUG (Plug power) was mentioned in the following news:

Hydrogen Infrastructure Catches-up to New York Commitment
December 30, 2004
http://renewableenergyaccess.com/rea/news/story?id=20423
BeerMarket
RE: fuel cells & platinum: most do use platinum, but not all:
Regenerative fuel cells
QUOTE
The Ovonic fuel cell is a practical and lower cost approach that does not rely on the use of expensive and scarce noble metal catalysts or special proprietary membranes, as is the case with proton exchange membrane (PEM) fuel cells.

of course if it were so practical they probably wouldn't have lost their joint venture partner. laugh.gif but mostly pointing out that designs exist for fuel cells that don't rely on expensive catalysts.

decent IEEE article on ultracapacitors - even if it does focus too much on one player:
Super Charged
BeerMarket
Volume fuel cell cars at least 25 years away, Toyota says
QUOTE
High-volume hydrogen-powered fuel cell cars are at least 25 years away, says Toyota Motor Sales U.S.A.'s top fuel cell expert.

Even General Motors, which had been pushing for fuel cell vehicles by decade end, seems to be backing off from its goal of mass production of fuel cell vehicles by 2010.
trinharder
WilderHill Clean Energy Index (ECO).
Components List:
http://www.amex.com/?href=/othProd/prodInf...duct_Symbol=ECO
stanley
DSTI and ESLR breakout on big volume (10X and 3X), price breakout too.
BeerMarket
well, ESLR pulled back, which is good because I don't have a position yet. would like to pick up a little long term, but will be patient. wonder if some of the movement in these and other shares has to do with the expected introduction of an ETF based on the WilderHill index trinharder posted:
They're Easy On The Conscience
QUOTE
Socially responsible exchange-traded funds (ETFs) are here. Barclays Global Investors launched iShares KLD (KLD ) Select Social Index Fund on Jan. 28, while the PowerShares WilderHill Clean Energy Portfolio is awaiting Securities & Exchange Commission clearance. The iShares fund, which shuns tobacco stocks, is a broadly diversified ETF that seeks to match the risks of the Russell 1000 stock index. The fund overweights companies that score well on its screens, such as Wells Fargo (WFC ) and Fannie Mae (FNM ). The PowerShares ETF, meanwhile, will focus on alternative energy. With expense ratios capped at 0.60% for PowerShare and 0.50% for iShare, the two are cheaper than many comparable mutual funds.

think I'll be avoiding that KLD if FNM can "score well on its screens", but the PowerShares could be a useful trading tool if there's enough liquidity. unfortunately, there are a few in the index I would not describe as "clean energy" stocks: KEM for example, they mostly sell capacitors as far as I know. maybe they're looking at super capacitors or something but you're mostly getting a company that makes commodity products tied to semi cycles.
stanley
QUOTE(stanley @ Feb 2 2005, 01:11 PM)
DSTI and ESLR breakout on big volume (10X and 3X), price breakout too.
*



DSTI breakout in monthly chart too.

stanley


SOLAR MAN: Going Off The Grid
by John Mackenzie
February 17, 2005

http://financialsense.com/fsu/editorials/m.../2005/0217.html
BeerMarket
QUOTE(stanley @ Feb 20 2005, 02:27 PM)
SOLAR MAN: Going Off The Grid
by John Mackenzie
February 17, 2005

http://financialsense.com/fsu/editorials/m.../2005/0217.html
*


always good to read real world experiences like this with lots of practical tips, thanks. i question the choice of lead-acid batteries in this case, the reasons for choosing them are not given. the main reason for choosing them at this point would probably be price. but the use of NiMH would have eliminated many of the problems the author discusses (escaping hydrogen, corrosion from acid, the need to add distilled water, etc).

looks like the clean energy etf is set for a march 3 launch:
PowerShares Hires CTA Public Relations for WilderHill Clean Energy Portfolio ETF Launch on Amex

PowerShares Capital Management, based in Wheaton Illinois, has retained CTA Public Relations for a national media relations program to support its upcoming exchange traded fund (ETF) product offerings. PowerShares expects to launch the "PowerShares WilderHill Clean Energy Portfolio," along with six "investment style" ETFs at the bell ringing ceremony on the American Stock Exchange on Thursday, March 3rd, 2005.
stanley
PLUG takes off!

now, above $8

QUOTE(stanley @ Dec 29 2004, 11:27 AM)
ReCap and updates:

(1) Alternative Energy Gets Real - BusinessWeek Online
Thursday December 23, 8:19 am ET
By John Carey http://biz.yahoo.com/bizwk/041223/b3914456_1.html

(2) Alternative Energy Gets Real -
2005 INVESTMENT OUTLOOK -- THE BEST PLAYS
Pricey oil and gas are heating up industrial interest in renewable sources
http://yahoo.businessweek.com/magazine/con...52/b3914456.htm

........

(5) PLUG (see(1)& (2)) is jogging around 6.0, open call, long term accumulation
*

FeedFool
For those in UK

Investment trust MNE


http://www.trustnet.com/it/funds/?fund=67728


-----------------------------------------------------------------

stanley
trinharder

thanks


QUOTE
trinharder  Jan 13 2005, 02:45 AM 
WilderHill Clean Energy Index (ECO).
Components List:
http://www.amex.com/?href=/othProd/prodInf...duct_Symbol=ECO


WilderHill Clean Energy Index ETF to Begin Trading on Amex March 3, 2005
Tuesday March 1, 6:00 am ET

The "PowerShares WilderHill Clean Energy Portfolio" (Amex: PBW http://finance.yahoo.com/q?s=pbw&d=t )will begin trading on the American Stock Exchange March 3, 2005 and will replicate the WilderHill Clean Energy Index.

37 companies comprise the WilderHill Clean Energy Index

Use the link to see complete list - http://biz.yahoo.com/prnews/050301/latu064_1.html
stanley
FuelCell's Energy Enigma
By Stephen D. Simpson, CFA
March 8, 2005

-- full text --
stanley
Venture Capital Goes Green
Energy - Jump Start
Rob Wherry, 03.22.05, 8:20 AM ET

http://www.forbes.com/energy/2005/03/22/cz...yahoo&referrer=
stanley
The Secret Behind Vestas

By Stephen D. Simpson

March 30, 2005

"The answer, my friend, is blowin' in the wind." -- Blowin' in the Wind, Bob Dylan (1967).

http://www.fool.com/News/mft/2005/mft05033...ogvisit=y&npu=y
BeerMarket
Thin is in...

along with the general market sell-off today, this article might have had an effect on the solar plays:

Solar firms say silicon shortage will stall growth

note however that the thin-film plays, including those followed most closely here (ESLR, DSTI, ENER) sold off with the group even though a silicon shortage puts them at a relative advantage. they need silicon too, but less of it (depending on the exact method, as much as 90% less). DSTI and ENER closed right around their 50 day EMA, ESLR still above. not bad, but no new buys for me as long as the broader market looks as ugly as it did today.
Gobbledygook
add MAG and DESC
stanley
Wahaaaaaa! in less than a year, my DSTI recommendation let you enjoy 1200% profit.

Here is a new star, keep an eye (better use both eyes) on it....

===============================================

http://www.ipohome.com/common/ipoprofile.asp?ticker=SPWR
SunPower Corp. (SPWR)
IPO File Date 8/25/05

http://www.miami.com/mld/miamiherald/busin...al/12485614.htm

The Sunnyvale maker of solar power products said there is also an option granted to the underwriters to purchase up to an additional $15 million to cover over-allotments.
http://sanjose.bizjournals.com/sanjose/sto...22/daily53.html

SunPower was founded in 1985, but has been wholly-owned by San Jose-based Cypress Semiconductor Corp. (NYSE:CY)
The shares will be offered by an underwriting group managed by Credit Suisse First Boston LLC, Lehman Brothers Inc. SG Cowen & Co. and First Albany Capital Inc.



SunPower of Sunnyvale files IPO for $115 million in common stock
Posted on Fri, Aug. 26, 2005
Associated Press

WASHINGTON - Solar-power company SunPower Corp. filed an initial public offering to sell up to $115 million in Class A common stock.
Details about the number of shares to be offered or an estimated price range for the IPO weren't disclosed in the Thursday filing with the Securities and Exchange Commission.
The Sunnyvale, Calif.-based company makes solar electric power products, including solar cells, solar panels and inverters that convert sunlight to electricity compatible with utility networks. SunPower said it intends to use the net proceeds from the IPO for the expansion of its manufacturing and for general corporate purposes.
The company plans to list its Class A common stock on the Nasdaq National Market under the symbol SPWR. For the six months ended June 30, SunPower lost $13.57 million. In the previous year, it lost $11.13 million. The $115 million valuation for the IPO was estimated solely for calculating the registration fee, the filing said. Often, the eventual price terms of an IPO offer differ substantially from the valuation in the first registration.

http://www.solarbuzz.com/News/NewsNAPR513.htm
June 15, 2005
Sunnyvale, CA, USA: New Los Altos Hills Town Hall Powered by SunPower Solar System

SunPower Corporation has announced that its solar electric panels are being used to generate electricity for the new Town Hall in Los Altos Hills, California. This is the first North American commercial-scale installation of SunPower's industry-leading solar panels.
The new $4.5 million City of Los Altos Hills' Town Hall is now open for business and the city will host a dedication ceremony on Thursday, June 16, 2005. The building has been recognized for its innovative design features, including its SunPower solar system and use of energy-saving design and technologies.
The 37,000-watt Town Hall solar system uses 176 SunPower solar panels, with a Xantrex PV series inverter and was installed by EcoEnergies, Inc. of Sunnyvale, Calif. SunPower's ultra-high efficiency solar panels generate up to 50 percent more power per square foot than conventional solar technologies, reducing system costs. SunPower's panels are offered with a unique all-black appearance that is particularly attractive to homeowners and architects.
"With our limited unshaded roof area, we wanted to use solar panels that would maximize energy production per square foot," said Breene Kerr, mayor of Los Altos Hills, Calif. "Solar energy provides a sustainable solution to the Town Hall's energy needs while blending into the design. We are offering the public an example that we hope they will follow." Tom Werner, SunPower's CEO said, "We are delighted that the town of Los Altos Hills has selected SunPower's ultra-high efficiency solar panels for its Town Hall, a distinguished, environmentally sensitive building. Projects like these demonstrate the excellent progress being made toward California's 'million solar roofs' goal."
SunPower's solar panels have no moving parts and create pollution-free, no-cost electricity with virtually no maintenance. Due to SunPower's patented all-back contact cell design, its high-tech, high-performance solar panels perform better than comparable systems in both cloudy and hot weather.

http://www.solarbuzz.com/News/NewsNATE32.htm
August 23, 2005
Sunnyvale, CA, USA: SunPower Applies for Solar Cell ''Surface Polarization'' Patent

http://www.siliconbeat.com/entries/2004/12...tting_edge.html
SunPower keeps Silicon Valley on cutting edge

We recently visited Sunnyvale's SunPower <http://www.sunpowercorp.com>, a producer of some cutting-edge photovoltaic system, having heard about their new highly-efficient photovoltaic system. If it works, it'll be a great example of how Silicon Valley expertise can solve new problems. Here's a company that is using the silicon manufacturing capabilities of its parent company, Cypress Semiconductor, to apparently construct a better module up front. SunPower is maximizing the active front surface available to absorb and convert sunlight, which means more efficiency.
The cells are designed with all the electrical contacts on the back surface where they don't block the sun. So its cells are producing 90 watts, while the industry norm is 75 watts, and its panels are smaller and better-looking. "We're trying to be the Audi, or BMW of solar,'' said Peter Aschenbrenner, SunPower's vice president of sales & marketing.
When SunPower launched in the U.S. market in October (it first launched in the German market in June) at a conference in San Francisco, we asked Barry Cinnamon of Akeena <http://www.akeena.net/>, one the nation's largest installers of solar panels, what he thought. Cinnamon was skeptical at the time, simply buying up Sharp's standard product for the time being and waiting to get more info.
We went back to him today, and here's what he said.
They have an excellent product that is very well positioned in the marketplace with regards to very high efficiency -- that is the trend that the industry will follow. Moreover, the aesthetics are good: black frames, black cells, etc. We are one of their initial distributors and are installing three of the very first shipment on the roofs of their top execs.

http://www.sunpowercorp.com/html/Company/About/aboutus.html
SunPower and Cypress

Cypress Semiconductor Corporation purchased a majority interest in SunPower in 2002, and subsequently supported the development and mass production manufacturing of SunPower's high-efficiency all back contact A-300 solar cell. Before moving production to the Philippines, SunPower operated a pilot line located within Cypress's Round Rock, Texas manufacturing plant

http://www.reed-electronics.com/electronic...e/CA526841.html
4/21/2005
[San Jose, Calif.-based Cypress Semiconductor Corp] "It was a decision we made in our board meeting …...," Rodgers said. "We've decided we're going to begin investigate doing an initial public offering for SunPower." Cypress has the cash to fund the division's planned manufacturing expansion, but the board decided taking the company public may be a more efficient means of raising the capital involved, he said.
Cypress' silicon solar cell subsidiary, SunPower Corp., exceeded its revenue target slightly, posting sales of $11 million in Q1.That was up 142 percent from Q4 2004 and comprised 6 percent of Cypress' Q1 revenue, as SunPower continued to ramp its initial 25 megawtt manufacturing line in the Philippines. Cypress expects continued growth for SunPower in Q2, based on sustained demand for its products and continued progress in the Philippines. The SunPower plan is to break even in Q3.
In fact, Rodgers said that the company was already planning its second 25 megawatt solar cell production line, which is what is prompting the IPO consideration. The first manufacturing line is debugged, and is seeing consistent yields around 85 percent, he said.
The second 25 megawatt solar cell manufacturing facility will cost approximately $100 million, Rodgers said. An IPO might not only help fund that, it could prove to make sense from an operations standpoint; SunPower operates as an individual entity within Cypress, with much of its own marketing and sales, Rodgers said.
rhat
DSTI has come back down to under $10. I think this is a time to load up on DSTI. Too more solar panel stocks I like are WWAT and XSNX
stanley
(infos only)

coal-to-liquids (CTL) - TECHNOLOGY RECOVERED
Liquefaction -- in which coal is usually crushed and heated to produce gas, then concentrated into liquid fuel -- was once seen as an expensive fallback of isolated regimes. Nazi Germany invested heavily, as did apartheid-era South Africa.

According to Energy Information Agency data, the United States is the largest coal reserve holder in the world. If only 5 percent were utilized to produce ultra-clean transportation fuels, it would be equivalent to the oil reserves in the United States.

(1) Syntroleum Corporation (Nasdaq:SYNM) owns a proprietary GTL process for converting natural gas as well as other materials like coal and petroleum coke into liquid hydrocarbons. The company plans to use its technology, as well as others, to develop and participate in gas-to-liquids and coal-to-liquids projects in a number of global locations. For more information about Syntroleum, visit
http://www.syntroleum.com/
Syntroleum is in the process of examining potential CTL projects in the United States and Australia.
Business Wire August 11, 2005 http://www.findarticles.com/p/articles/mi_...11/ai_n14889462

(2) BEIJING - Turning China's abundant coal reserves into oil to help close a widening supply gap might once have seemed little more than a Maoist dream, but synthetic fuels may soon be a key part of the country's energy mix.
Optimists say China could be making as much as 1.2 million barrels per day (bpd) of liquid fuel from coal in 10 years, equivalent to more than a sixth of current demand, as high prices and a growing import reliance renew interest in the process.
http://www.planetark.com/dailynewsstory.cf...30962/story.htm
stanley
IPO reference ino:

SunTech Power Holdings (STP)
http://www.ipohome.com/common/ipoprofile.asp?ticker=STP

Business A Chinese maker of solar cells and panels.
Financial Data ($ in millions) Market Cap $1,812.6 Revenues $175 Net Income $31

Suntech Power Holdings Co., Ltd.
17-6 Changjiang South Rd., New District Wuxi, Jiangsu 214028, China
http://moneycentral.hoovers.com/global/msn...tml?COID=142982

Suntech Power makes photovoltaic solar cells (PV cells) and solar electric systems. Its products are used in residential, commercial, industrial, and public utility applications, for both on-grid electricity generation and off-grid use, such as stand-alone lighting for street lamps, garden lamps, telecommunications relay stations, and mobile phone networks. The company is the world's 10th-largest solar cell manufacturer (in terms of production output) and the leader in China. Major international customers include Aleo Solar, Bihler, Conergy, IBC Solar, and SolarWorld AG. Chairman and CEO Zhengrong Shi founded Suntech Power in 2001 -- he owns about 55% of the company.

user posted image
http://www.suntech-power.com/

SunTech Power raises range to $13-$15
12/12/2005
http://www.ipohome.com/marketwatch/iponews2.asp?article=4910

In a sign of strong demand, SunTech Power, a Chinese maker of solar cells and panels, raised its range to $13-$15 from $11-$13 Monday evening. The company still plans to offer 26.4 million shares, with insiders selling 6.4 million shares. CS First Boston and Morgan Stanley head the underwriting team on the deal. Expect the stock to price Tuesday night and begin trading the following morning on the NYSE under the symbol "STP."

Suntech Power Lacks Electricity
Scott Reeves 12.09.05, 6:00 AM ET
http://www.forbes.com/columnists/2005/12/0...ipooutlook.html

NEW YORK - Photovoltaic technology is a dream, but no mystery: Converting the sun's energy to electricity is a nifty idea, but the sector needs government subsidies and tax breaks to compete with conventional power generation.
rhat
We are finally starting to see the beginning of governmental support with billions of dollars flowing into developing solar panels. Solar Panels are the answer. Nobody wants to store nuclear waste anywhere near their city, state, or even country.

DSTI, XSNX, and SPWR are the three pure solar panel stocks to watch. DSTI and XSNX have already seen major gains in the last 6 months, and SPWR is the new IPO that will sky rocket next week when the CPUC votes.
rhat
SPWR is doing well today while ESLR is selling off. Any ideas what is up?

XSNX and DSTI continue to look good. XSNX has had about a 1300% rise in the last several months. Can XSNX continue at this rate? They will market their product next month and I guess we'll see then.
rhat
DSTI and it's warrant DSTIZ trading up today. Here's a good article for those that think oil is plentiful and nothing to worry about:


[URL=http://www.dailykos.com/storyonly/2006/1/26/9229/79300]
The 4 biggest oil fields in the world are in decline[/URL]http://www.dailykos.com/storyonly/2006/1/26/9229/79300

Only around 50 super-giant oilfields have ever been found, and the most recent, in 2000, was the first in 25 years: the problematically acidic 9-12 billion barrel Kashagan field in Kazakhstan.

(...)

In 2000 there were 16 discoveries of 500 million barrels of oil equivalent or bigger. In 2001 there were nine. In 2002 there were just two. In 2003 there were none.
rhat
President Bush outlines his energy proposals at the Johnson Controls plant in Milwaukee on Monday. Bush said he was impressed with the growing commercial uses of solar energy.


Bush pushes alternative energy proposals


“Roof makers will one day be able to make a solar roof that protects you from the elements and at the same time, powers your house,” Bush said. “The vision is this — that technology will become so efficient that you’ll become a little power generator in your home, and if you don’t use the energy you generate you’ll be able to feed it back into the electricity grid.”

This can only do good things for stocks like XSNX, DSTI, and SPWR
stanley
reference info:

========================

Alternative Energy Investing Launches Coverage of Valence Technology (Nasdaq: VLNC)
Friday February 24, 1:50 pm ET
http://biz.yahoo.com/prnews/060224/nyf087.html?.v=36

NEW YORK, Feb. 24 /PRNewswire/ -- Alternative Energy Investing "AEI", a Energy-technology and alternative energy institutional equity research firm, announced today that it has initiated coverage of Valence Technology
Valence Technology designs, develops and makes large-format lithium polymer batteries targeting the deep-cycle (read "long run-time") and high-rate (read "high power") markets including HEVs and plug-in electric vehicles and motive power. Founded in 1989 and public in November of '92 (Banc of America Securities), Valance is well positioned to capture share in the newly emerging large-format Lithium-ion market with their Saphion ™ family of large-format lithium-ion batteries. Freedonia Group estimates the market for large-scale lithium-ion batteries to grow 280% and 638% over the coming three and nine years respectively.


PLUG-IN HYBRID VEHICLE POWERED BY VALENCE BATTERY UNVEILED AT EVS 21
http://www.valence.com/readnews.asp?page=PR_032905.htm

New Concept Car Developed with EnergyCS Offers Dramatically Better Gas Mileage and More Zero Emission Driving Than Existing Hybrids AUSTIN, Texas – March 29, 2005 – At the 21st Worldwide International Battery, Hybrid and Fuel Cell Electric Vehicle Symposium & Exhibition (EVS 21) being held next week, Valence Technology, Inc. (Nasdaq: VLNC), a leader in the development of large-format Lithium-ion rechargeable batteries, and EnergyCS, developers of integration control systems, will showcase a new concept plug-in hybrid electric vehicle. Powered by the Valence U-Charge™ Power System, the plug-in hybrid electric vehicle (PHEV) is a fully functional concept car based on a 2004 Toyota Prius. Because the Valence battery offers much more energy than batteries traditionally used in hybrid vehicles, it allows significant amounts of zero-emission driving with the concept PHEV. With a fuel efficiency that can reach up to 180 miles per gallon for an average commute of 50-60 miles per day, the PHEV has superior gas mileage, which means fewer trips to the gas station. Using the U-Charge system, the PHEV offers the best of both worlds: zero-emission electric mode (up to 33 m/h, 53 km/h) and an efficient gas motor for long trips. Valence will exhibit in EVS 21 Booth C128 and the Valence-EnergyCS PHEV will be on display at the Ride and Drive area throughout the EVS 21 show. The vehicle will also be part of the Rallye Monte-Carlo Fuel Cell & Hybrid on April 2.

bizjournals.com
Valence gets sued, wins patent
Monday February 27, 4:35 pm ET
http://biz.yahoo.com/bizj/060227/1233840.html?.v=2
Canadian government-owned energy company Hydro-Quebec sued Austin high tech battery-maker Valence Technology Inc. in federal court in Austin Feb. 14.

Valence Technology Receives Patent for Phosphate Lithium-ion Battery Technology
Tuesday February 21, 1:05 pm ET
http://biz.yahoo.com/bw/060221/20060221005919.html?.v=1
AUSTIN, Texas--(BUSINESS WIRE)--Feb. 21, 2006--Valence Technology (Nasdaq:VLNC - News) announced that it has today been granted U.S. patent 7,001,690 entitled "Lithium-based Active Materials and Preparation Thereof." The patent relates to the company's Saphion I technology, the key component of its rechargeable lithium-ion battery systems.


More about VLNC
http://www.valence.com/news.asp
rhat
WWAT had a nice 10% move today after they reaffirmed their guidance for 3rd quarter. This is one of the few small pure solar stocks that actually makes money. Anyone think this one could bounce back up to .60 cents share or more anytime soon?
rhat
Some nice news out this am


DayStar Confirms Critical Production Goals Remain on Track

DayStar Becomes First Publicly Held Company to Achieve Factory Production of Discrete CIGS Solar Cells

DayStar Technologies, Inc. (Nasdaq: DSTI - News), a developer and manufacturer of innovative CIGS Photovoltaic Foil™ products, today confirmed status of important production and performance milestones. The Company reported that production throughput and performance objectives for cells produced on the Gen II production line are exceeding expectations, and anticipates reaching 10 percent or greater cell efficiencies by the end of this year. DayStar has ramped up its operations, and is now running three production shifts, five days a week, to produce and ship its proprietary CIGS thin film solar cells. TerraFoil™ cells from the Gen II line are being used for two purposes: by current customers for early market acceptance, and as a means to secure new strategic relationships.

Dr. Stephan DeLuca, Chief Operating Officer of DayStar commented, "Saying you intend to produce commercially viable CIGS solar cells and actually doing it, are two very different things. We believe our incremental and multi- generational production roadmap is the most effective way to overcome the many engineering and manufacturing challenges required to bring real CIGS product to the market. We are effectively executing a very clear and well defined path that is producing positive results. As the first manufacturer to successfully begin factory production of discrete CIGS solar cells on metal foil substrates, that are compatible with wafer Si cell module operations, we have initiated a paradigm in the expanded adoption of thin-film PV products. This vital step now clears the way for our next generation of higher volume production, required for achieving our goal of Gigawatt-scale manufacturing."

About DayStar Technologies, Inc.

DayStar Technologies, Inc. is an emerging leader in low cost, high efficiency Photovoltaic Foil™ that converts sunlight into energy. The Company manufactures CIGS solar cells, which are deposited on flexible metal foils using production processes adapted from computer component manufacturing. As an alternative to wafer-silicon solar cells, DayStar believes the unique combination of its CIGS solar cell design coupled with proprietary manufacturing processes on flexible metal substrates could substantially lower costs and remove deployment barriers currently limiting large adoption of solar energy. For more information on the Company, please visit http://www.daystartech.com .
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