Friday, December 31, 2010

CLOSE

Nothing mattered today. Got 50% up, 50% down. Or more. So what. Happy new year pards. Lets make it happier than the last. It will be about time.

OPEN

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Market down slightly. Volume at a trickle.

NCEN down 11. UBRG, NPWZ down 5. SSOL down 6 more. ESLR down 1. 6-for-1 reverse split tomorrow. Stocks usually go down after that.

RGUS up 29. TSPG up 25. SLTZ up 16. PSPW up 14. CSGH up 12. CCTC up 9. ALTI up 5. Day 3 of this rally. SOLR up another 2.

Thursday, December 30, 2010

CLOSE

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It's getting so stupid I don't know what to tell you tonight.

SSHO up 30. AFPW up 24. NCEN up 21. CSGH up 18. ALTI, HOKU up 10 at least understandable. CPTC up 9. SOPV up 7. BCON, JASO, ENOC up 2. Believe me, there was crazier stuff we're supposed to figure out.

GRGR down 75. I guess we saw that coming. XPGH down 40. Who cares. SSOL down 36 on insane volume. CBWP down 28. CYBL down 20. PSPW down 17 more. UBRG down 10. NG at best. Not real clean E. XSNX down 8. FDEI down 6. I cannot understand. $1B in the pipe.

The end of the year. The cleanup by the funds. Who knows what the hell goes on in those Wall St. offices at the end of the year. Sure shows up as stink out here. O. Maybe I get negative too much sometimes. God bless us and our amazing country, A?

STUFF

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Zacks gave JASO a strong buy rating. What the hay, they're on their 200-day lines. I say ENOC too. JASO up 1. ENOC up 3.

HOKU got commitment from Chinese bank to complete their Idaho polysilicon plant. Up 15.

China cracking down on illegal/rogue/crime syndicate rare earth minerals mining biz. And I hear Molycorp is going gangbusters.

What the heckywho is going on in Cal solar?! One week after S. Cal Ed abruptly canceled a 5-yr-old contract to buy el from Tessera Solar's 663MW Calico solar Sterling dish project on 4k acres of gov Mojave land Tessera sold it to K Road Power. Yea, and they are? Tessera had been struggling to raise $4.6B needed to build Calico and 700MW Imperial Valley plant near Mex border. K Road says now they will use tried and true PV but make it 850MW with 100MW Stirling tech. That's more than the license allows. Cal E Commission, BLM will have to sign off. Plus now there's the lawsuit and no committed buyer of the el. Oy that vay.

NOAA: 2010 hottest year on record. Artic sea ice a stunning December low. Despite deepest solar minimum in a century.

No US builders - yet - of seagoing vessels needed to erect, maintain the wind turbines expected to go up in Atlantic and Great Lakes. Jones Act prevents vessels made elsewhere from servicing US ports. Expected cost $150-220M/vessel, 2 years to build. Could convert oil/gas industry vessels. But when you go to the bank for $200M+ you can't do too well when tax credits (US energy policy) only go 1-2 years at a time.

And such is our world.

OPEN

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Market down slightly.

SSOL was a one-day wonder. Down 22. All the way back from yesterday's start point. SNRY down 13. LMCO down 11. SOPW down 8.

AFPW up 29. Aluminum/air fuel cells. FDEI up 6 more.

CORRECTION

Yesterday's close I said GRGR was making ammonia-based fuel cells. That company is ARSC. GRGR sells - supposedly - wood biomass to utilities.

Wednesday, December 29, 2010

CLOSE

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Here we go pards. The double-digit after-close parade.

GRGR up 1900. Kid you not. Wood biomass for utilities. Pretty good day for those owners, A? WPNV up 66. Not a clue. NOEC up 29. NANX up 22. Yep, getting into nanotech a little. SSOL, UBRG up 20. Both with same kind of news. Only one is clean E, tho UBRG is trying and in NG. GGRN up 18. Some kind of breakout. Check the news I guess. ALTI, CYBL up 17. ALTI a jump up into its day lines. SOPW ended up 16 on day news of contract. ECNG, WNDT up 13. WNDT fighting 50-day lines. All I know. LMCO up 11. HLXW, RNNM up 10. HLXW is holding at .001. URRE up 9. ZAAP up 5. New high. FDEI up 2 more. Momentum. Cutoff was at least 10k shares traded. The crazies are coming out for new years.

AEGY down 29. WNEA down 21. ICPR down 19. Looks like new low. PSPW down 15. Real or memorex? ULBI down 13. SOPV down 11. Down down down new IPO it goes.

And there we have it. A nice parade in all. Happy trails home pards.

STUFF

Xcel Energy's 210MW wind farm in SW MN now online. Now developing 150MW farm in ND. They use near 1.5GW (equiv to a humongous coal plant) wind power from upper midwest.

Calif earlier this year launched an incentive program for solar water heaters. NY started a program earlier this month. . Both states also have incentives for solar el systems and hybrid systems can claim incentives from both programs. What about all our southern and sunny states?

Seoul started el bus service. 5 buses so far. 52 miles on charge. Can charge in 30 min. 240kw motor. Li-ion batts, regen braking. Body out of C composites. Hyundai.

La Cuna de Aztlan Nation, Californians for Renewable Energy and 5 individuals filed suit Monday in US District Court in San Diego against 6 solar plant projects. Not enough respect for burial grounds, history, etc.

Muni offices in St. Cloud MN first in US to install light-com system in place of wi-fi. Uses LEDs that flick thousands of times per second for binary code to special modems/computers and connect to internet at about residential DSL speed now (~3gbs), but LVX Systems says it'll get faster. Savings on lighting costs pays for internet service. Is this an amazing country or what? Are our brains amazing or what?

Former Shell Oil prez: w/in decade US into big time energy shortages if we stay on present course. Sees $5/gal by '12. O what's new. What about those huge oil reserves in Cal's central valley that drilling tech has caught up to at $80 oil? Oil industry plans capital budgets in 3-year cycles. So deepwater moratorium has affected investments. O do dah day.

A startup has found a way to economically recycle nylon carpet. 4B lbs of carpet thrown away in US every year. Does this stuff amaze you as much as me? 5 lbs of oil (over .5 gal) goes into 1 lb of nylon. So, could save millions of bls oil/yr. The company can make recycled carpet for less than present costs, breakeven ~$50 oil. CA has recycling fees on carpet. 4 states considering. EU bans carpet in landfills, so it's burned (15k BTUs in 1 lb). But, carpet makers are switching away from nylon to cheaper PET (whatever that is).

World cumulative installed wind capacity went from 20GW in '00 to 160GW in '09. GW=coal plant. Yay world.

OPEN

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Market up. More new highs.

SSOL up 25 on huge volume. Announced yesterday they've teamed up with a Chinese thin solar maker to market more to ag customers. ECOS up 14. The rally continues. WNDT up 13. WNDEF up 11. UBRG up 12 on news today. ALTI up 9. Knocking up against day lines. ZAAP up 5, another new high.

NPWZ down 22. SLTZ down 14. ULBI down 10 on report of taking a writedown and lowering outlook on revs. SOPW down 10 after announcing a 5MW contract. Go figure.

Tuesday, December 28, 2010

CLOSE

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CLTH up 42. CABN up 30. CYBL up 13. EVCA up 9. FDEI up 5.

PWSV, UBRG down 33. RVBF down 25. CCGI, IAUS, SLPO down 16. AMLM down 10. HLXW, PSPW down 9. GSPI down 8. ACPW, NPWZ down 5. BYDDF down 4.

STUFF

Pinon ridge - a tilde over the first n, of course - Paradox Valley (and we know about paradoxymorons) - is a proposed new U processing facility, the first in the US in 25 years. Looking for CO regulators' approval next month. Now-closed U mines in area could supply $175M worth. Vanadium also comes from the mines (strengthens steel).

Approval of new nuke plant 120 miles SW of Houston. Excelon v. local ranchers. Early site approval. Enough water in drought a Q. $10B gamble. Hay, roll the dice. 700 perm jobs @ avg $70k.

Papers filed for construction of Braka reactors to be built in UAE - 4 S. Korean comps consortium reactors. Online '17-'20. $20B. Same reactor as those nearing completion in SE S. Korea except 50 Hertz output v. 60 with the higher ambient temps, sand storms. Lightbridge (LBRG?) consulting.

China has lost 20M acres of arable land to urbanization/industrialization/forest replanting/natural disaster damage. Don't have timetable on that. 37% of China suffers from land degradation. 21% world pop, 8.5% total arable land, 6.5% world fresh water reserves.

Earlier this month China announced CPI rose 5.1%, food climbing 11.7%. From some previous point. Climate change expected to reduce ag productivity 5-10% by '30. Are we even going to be here? 200M farmers.

Rusal, world's top aluminum producer, battles for control of Norilsk Nickel.

"Garbage is Gold". Palm fronds, lawn clippings and go forth and multiply. Biorubber and it just goes on.

TSLA insiders were free to sell 75M shares on Monday. Do dah. The lock out rule.

Bloom fuel cells claims power at 9-11 cents/kwh.

FERC (fed el regulators) approved 100% cost sharing for new el transmission. In Midwest about 10GW of wind spinning. Texas started it with CREZ (Competitive Renewable Energy Zones). "Now we can move to implementation": Midwest Independent System Operator. 17 projects.

Almost 100 banks that got bailout funds may fail.

FSLR the 2nd most shorted stock after Sears. 30% of float. As S&P 500 Index shorting fell to one-year low. Go figure the bear.

Britain gets 1/4 of its NG as LNG. NG supply from North Sea dwindling. May be forced to import up to 70% of NG need from imported LNG by '20.

China reducing export quotas of rare earth (RE) minerals in early '11. Will be 35% drop v. 1H '10. In tons. China mines 95% of REs, 99% of least common. Essential for smartphones, EV's, computer components, military hardware. They issue new quotas in summer usually. Um, Molycorp if you buy NYSE stocks. Earlier, export taxes were raised again to 25% from 15% for some of the most crucial REs and some that were not taxed before now taxed. WTO prohibits export quotas or tariffs except for enviro protection or national security. China says pollution concerns on RE mining are sincere. They're retiring older mines/techs. But the reasoning is they want to force manufacturers that use REs to move to China.

Blue crab population in Chesapeake Bay has doubled to 300M since VA and MD limited the catch of females. Duh huh. Lot o pist off male blue crabs there I bet. Or happier. But Bay still so polluted from storm runoff that it's not safe to swin in 48 hours after hard rain. Could be threatened by NG fracking.

Steelers stadium being prepared for NHL game. Very cool, very smart.

Spain lowering FIT retroactively. Has their gold from Peru run out? Moody's downgrade coming? 30% redux in revs for solar next 3 yrs. Will save $6B for el users. Political backlash on solar.

Happy trailers, friends.

2:15

May be a little comeback here. UBRG down 45%.

OPEN

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Market down slightly, holiday volume. Housing prices down for 4th month in row, other data out today.

CABN up 35. Announced yesterday they got exclusive worldwide license to U of Saskatchewan component for the CO2, Methane conversion to fuels tech. Over their 200-day lines on heavy volume. ECOS up 25. A bounce off their 50-days in a 4-day rally. EVCA up 21. SOPV, WTWO up 11. ASYS a new high, up 1. Zolt up 1.

UBRG down 14. AMLM down 13. SLTZ down 10. BYDDF down 4. New low. VLNC down 2.

Monday, December 27, 2010

STUFF

More wind news:
Montana's largest utility made tentative agreement to buy 25MW wind energy from Compass Wind farm east of Great Falls. Could be running by end of '12.
A $180M wind farm cleared for development near Williams, AZ by Next Era Energy. Again, online in '12.
400MW wind project moving forward on Crow Creek Native Nation.
RWE starting a 2nd offshore wind farm in Italy with Vestas equipment. 26MW.

Sudan, China setting up solar panel factory in Sudan with $18M. China the largest foreign investor in Sudan, buys 2/3 of their oil (6.3B barrels reserves in South, expected to secede in '11, but the pipe runs through the North).

DOE's Idaho lab says they've developed a solar cell that can harvest IR (infrared radiation) as well as visible light. IR provides half the available energy in the spectrum. IR is re-emitted as heat by Earth after sundown.

Sandia lab created world's smallest battery with a single nanowire (anode). May enable discovery of what occurs inside Lith-ion storage devices, how they charge/discharge.

About 20% of 1T bls in Canadian oil sands is recoverable bitumen economically extractable with surface mining (with huge enviro impact).

SPWRA closed its over $250M bond issue for 44MW solar park in Italy.

Ground broken on 54MW solar plant on 5 separate sites in NM.

Santee Cooper building largest solar install in SC near Myrtle Beach.

Calif Energy Commission approved 500MW Palm Solar Project as well as 174MW Almond 2 site in Stanislaus.

Prudhoe Bay (Alaska North Slope) in 11% annual production decline rate. Brazil hopes to increase deepwater oil production from 1.4M bls per day in '09 to 3.5M by '20. US looks to maintain 1.2M from deepwater, only increased from 1M since '00. Ghana developing deepwater and Chevron developing off Liberia.

Enercon has installed world's first 7.5MW wind turbine in Germany.

OPEN

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Market down slightly. Definitely holiday week volume. Chinese interest rate raised because of inflation a reason for the down.

PSPW down 26, new 12-month low. TSLA down 12 on stock news. Punched through their 50-day lines. SOEN down 9. SOLR, ZOLT down 1. Much insider buying in Zolt in recent weeks reported.

UBRG up 63. Hit a quick double at the open. Natgas biz. 2-day roar out of 4 cents. APWR up 12 on contract news (coal plant build). Crossing the early December gap, still under their 50-days. Bottom processing. VLNC up 5 on recent analysis. Continuing its upline. FDEI up 8.

Friday, December 24, 2010

STUFF

Under the radar: Portugal downgraded a couple days ago by Fitch.

Wind biz:
New 152MW wind farm online in OK. Vestas won order for 50MW of turbs for first half of NM farm. Gamesa to supply 120MW wind capacity to Western Wind for Tehachapi. A 120MW farm planned for Centralia, WA. Build in '12. DOE/U of Co.: wind turbs in midwest farm fields may help corn, soybean crops stay cooler, dryer to fend off fungi, extract more CO2 from soil, air.

And there's bery much more just on wind but it's Christmas Eve and I'm nogged up. Mary holiday pards.

Thursday, December 23, 2010

THE CLOSE

(stock #'s in %)

FDEI ended flat on normal volume. Sure I hawk what I own. And think the selling is way overdone.

Market ended mixed with very low volume. Holiday. Yay.

OOGI up 125. Well sure, we all saw that coming. UBRG ended up 57. EVCA up 44, big volume. ICPR up 40, very very low volume. I see it, I call it. CABN up 30. BCON up 16. IFXY up 13. Working with ITRI now. RVBF up 11. WWEI ended up 9. ESLR up 6. Watch out now. FCEL up 3. ZOLT up 2. NPWZ, SNRY up 1. ECOS flat.

PSRU down 38. Pretty low there. SESI down 19. AQNM down 18. GSPI down 15. I think that's a buy. KEPI, NACF down 13. GCHK, RNNM down 12. PSPW down 11. CSKH down 10. TSLA, HLXW down 8. AMEL, CCTC down 7. EMKR down 6 more. LSCG down 4 on DC contract. Hm.

PRE CLOSE

I would buy LSCG here

STUFF

PWER rated a buy by Auriga. $14 target. Solar inverter leader. Real, growing cash flow.

JASO to expand capacity 30%, build facil in US.

Engine makers suing to block E15 fuel.

Sen. Rockefeller postponed push for vote on his bill to enact 2 yr timeout on EPA ability to reg GHG's. Regs to take effect Jan 2. Repubs want to take over the issue for political gain. Cap & trade used to be a Repub idea to deal with acid rain, now dubbed enviro and econ success 15 yrs later (approved in '90 as amendment to Clean Air Act). SO2 pollution down 64%. Saved est. $120B public health costs (those who can't pay). 40x program costs. Est. 20-50k lives saved/yr. Well, we all die of something. But if we can postpone and make life better in quality along the way...

House passed 5-yr extension of Diesel Emissions Reduction Act. $500M (woo), but no money appropriated. G, they couldn't find any money.

57% of Americans know what fracking is. Surprising. Encouraging. Maybe we're not so much more stupider than Chinese. Those concerned with ground water from fracking - 57% Repubs, 74% independents, 86% Dems. What does that tell you. Congress exempted fracking from Safe Drinking Water Act in '05. When did you know that. And when did you know it. O, it's now been on 60 Minutes and a CSI. Duh.

D.C. Appeals Court rejected petro groups' challenge to EPA biodiesel blending requirements. Supposed to blend twice as much this yr as '09.

LA docks providing 1MW solar power for docked cruise ships instead of diesel. A cruise ship's C footprint 3x a 747.

GM is recycling oil-soaked Gulf booms into Volt parts. Plastic resins 25% boom material, 25% recycled tires, the rest recycled plastics and polymers.

Calif PUC adopted Renewable Auction Mechanism - RAM - to require investor-owned utils to buy clean E from 1.5 to 20MW size.

Molycorp to make rare earth magnets with Hitachi. Joint venture to focus on NdFeB. Talk of recycling materials from old appliances, getting rare earths from U and developing motors that don't need rare earths. World rare earths demand ~55k tons/yr. China dropped exports in '09 from 50k tons to 30. A 2.5MW wind turb has ~45lbs of magnets, rare earths ~1/3 of that. EV's have ~10lbs of rare earth in 'm. Moly's Mountain Pass mine has over avg. grade of 8% rare earths. 2nd richest in world. One of largest deposits in world. 2% at least needed for profit. Mine's been there 58 yrs. Chevron bought it w/ Unocal purchase in '05. Spun it out in '08 for $80M.

DOE accepting aps for $74M for fuel cell research.

EPA announced a 2-yr plan to set clean air standards for power plants and refineries. (Maybe why ADES rocketed up? Um, before the announcement. O well, that's how we do business. It happens.) Power plants account for over 2.3B tons CO2/yr. Largest industry source. Refineries over 200M CO2/Methane. Addresses New York v. EPA and American Petro Institute v. EPA, both pending in D.C.'s US Appeals Court. Follows Supreme Court decision Mass. v. EPA that Clean Air Act covers C pollution from cars. Standards to be issued in '12. You think Repubs will try to make this a battle? Where do their contributions come from?

DOE gave final approval to largest clean power loan guarantee (other than nuke). $1.45B for solar therm project in AZ by Abengoa Solar (Spanish comp). Over 70% of components to be made in US. Traditional trough tech tho they use power towers in Spain.

Spectrawatt, Intel's '08 solar spinoff, to lay off 100, close NYC suburban plant. Blames harsh Euro winters for drop in demand.

GE's 40W-equivalent LEDs now at Lowe's for $35.

So, here we are near the end of another year. May your cheers be merry and fine. Let's celebrate what we celebrate. For me, it's the conception of our Lord Jesus. I hope you don't stop coming here because of that. But let's just celebrate what we like to celebrate so we can just get along, A? Hope you have a very merry one.

However, I may be back here tomorrow. Biz goes on. Hope you might visit too.

OPEN

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Mixed market. Definitely holiday volume. Market closed tomorrow.

AQNM down 37. SESI down 19.

UBRG up 37 on a report on their growth (NG pipelines, etc). EVCA up 33. WWEI up 26. SNRY up 11. ECOS up another 6, was much higher at open. FCEL up another 6. ZOLT up 5. A new high, breaking out. LSCG up 1, got contract for street lighting in D.C.

Wednesday, December 22, 2010

CLOSED

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CBWP up 114. No news. ECOS up 106. Ditto. FEWP up 37. AQNM up 33. SESI up 26. UBRG, AFPW up 12. FDEI up 11. Traction for a return trip up?

EMKR down 25. BCON down 20. GCHK down 13.

OPEN

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Flat market, volume not bad for holiday week. 3Q GDP revised up, but not as much as expected. Oil over $90. Cotton has doubled year over year. And on and on.

EMKR down 20 on Q and FY report. Dumped below its 50-day lines. BCON down 18 on new issue.

ECOS up 58. Jump off bottom, over 50-days. News items lately. CBWP up 42. SESI up 26. RVBF up 12. FDEI up 8. FCEL up 5. Buy the rally. SOLR up 3 on contract news.

Tuesday, December 21, 2010

CLOSE

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Dow up 55. Heavier volume than average maybe for Christmas week.

PSRU up 62. Who knows what the story is. RVBF up 45. Ditto. RNNM up 41. Just a comeback for them I think. O, just a 40 percent comeback in one day. O. AQNM up 20. IAUS up 18. LEDS up 16. New high. New issue. China LEDs. MGLT up 11. ZAAP up another 5. NENE up 3, camping out around $2. PWER got a big OK from Auriga, up 1. JASO building 30% more capacity, bringing a plant to US. Up 2.

SNRY down 22. KNDI down 21. And I had to walk away for a couple hours on this one. FDEI down 18 more. A billion dollars in contracts and they trade now at below $4M valuation. Down 50% in the last what, 5 days? I wouldn't mind the SEC looking at this one. What the hell is going on? Sorry I've been recommending it. I bought it at a penny 2 or 3 days ago now. It feels criminal.

There were others - NPWZ, PWSV, SSOL, SLPO, SOPV. Whatever. Maybe you bought FDEI today. If you did, good buy and I hope we start going back up tomorrow.

STUFF

Just half of Cape Wind's electric is contracted for by Massachusetts' National Grid. 468MW project with estimated cost $2B. Nat Grid to pay 18.7 cents/kwh for 15 yrs with 3.5%/yr increase, twice what they pay for fossil. Will add ~1.7% to residential bills. Mass. requires 15% clean E by '20.

Menchen: democracy is "the pathetic belief in the collective wisdom of individual ignorance".

Energy Info Agency (EIA): unproven shale gas reserves (Marcellus) jumped to 827 tcf (trillion cubic feet). 134% increase. Though Baker Hughes reported a drop of 13 rigs week to week (NY moratorium?).

Corn ethanol producers got their extension of tax credit in the tax bill last week. $6B. The bill also extended the tariff on imported eth. Both extended thru end of '11. Also reinstated was tax credit of $1/gal for biodiesel that had lapsed at end of '09. Also transit benefits of up to $230/mo by employers or employees to drive, take the train, bus or carpool to work.

Diesel Emissions Reduction Act still to expire end of this month. Money for cleaning up over 14k old diesel engines in trucks, buses, trains, other. Senate approved. Waiting on House.

New loan guarantee for nukes approved by House. $7B. Waiting on Senate.

Calif last week approved their cap and trade plan to reduce emissions to '90 levels by '20.

DOI identified ~2 dozen potential sites for large-scale solar on public lands in 6 western states. About 22M acres qualify but possibly only 214k acres will be considered.

OPEN

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Dow up 50. Holiday volume.

IAUS came back 28. And. OOIL and NENE up 5. SOLR may be starting a rally, up 1.

NPWZ down 22. KEPI, PWSV down 18. KNDI down 17. AMLM, TMEN down 12. SNRY down 11. ADES down 8. FDEI down 3.

Monday, December 20, 2010

CLOSE

Market mixed. Holiday volume. Biggest news in my mind was N. Korea backing off. Richardson over there again. And the growing protests in Iran over gas prices and such.

BLQN up 47. SNRY up 44. A jump off of their death spiral from Oct. SSOL up 16. OK, they did have $2M revs in June Q, no report since. 4-month new issue blues. How 'bout in B flat. But they do pull in the volume. ZAAP up 15. Looks like a new high to me. ADES up 14 more. A rocketship on the chart. PWSV punched back 11 ups. KNDI up 9. 2-day spurt on good news of switching to lithium-ion batts. Chinese EV comp. NPWZ, OOIL up 8. Check 'm out.

PSPW down 51. Ooch. RNNM down 33. RVBF down 26. CYBL down 25. IAUS down 22. When when when do they show us something. On a day that SEC finally charged fraud on AEHI. Maybe we will get more transparency and clarity on these companies in the quick future since, according to a billboard in N. Carolina, the Lord be coming back in May. But you know who comes first.

ECOS down 19. Lots of volume lately. SLTZ down 15. WWPW, KEPI down 14. FDEI down 12. I think the dam selling is done. SOEN, TMEN down 10. WEST down 7. Back on their 50-day lines.

OPEN

(stock #'s in %)

Market down a little, volume off a little.

PSPW down 42. BLQN down 31. AFPW, SLTZ down 16. GSPI down 15. FDEI down 12. Get it while you can. TSPG down 11. SOEN down 10. ESLR down another 8, another new low.

SNRY up 47. SESI up 38. ADES up another 13, another new high. NPWZ up 11.

Sunday, December 19, 2010

A LOOK-SEE

ADES took off out of $5 mid-Dec. Now almost $10. Who saw that coming? Mercury and other pollutant controls for coal plants. Good stuff. Cleaner E. Big jump in most recent Q revs but yearly revs not much jump. Avg P/B, P/S. Small float though. Maybe that's it. I should have called it for ye's when they jumped over their 50's and 200's. Anyway, only a double in 2 weeks.

ACPW made another new high. Out of 80 cents in July to $2.60. One heck of a rally. Revs picking up. Back up power systems. Flywheels.

AEIS Friday jumped out of their 50-days up to their last 200-day. Power management. Big pick up last Q in revs, and made profits all latest 4 Q's. $600M val.

And I keep taking glances over to Paul Brown Stadium where the Browns are here to beat the Bengals. Upper stands maybe 1/4 filled. What a shame. Gotta watch Giants-Eagles.

AFPW up 13% Friday. $13T revs last Q. Thousands, not trillions.

Numbers now Friday returns in %. I run out of attention and or interest on Sunday afternoon apparently.

ALTI up 8. Watch them. AMEL up 12, AMLM up 14. AMSC up 3. May be striking back. BCON up 10. BHWX up 25. I might have done all this on Friday close. But. May have missed some of 'm. BLQN down 27. BYDDF may be bottoming. CCGI up 15. CGYV up 13 to start a new run-up maybe.

CSUN must be the deadest solar stock in the world. CYBL up 14. ECOS up 13. ESLR new low. EVCA down 22. FCEL already mentioned. What the hell. FDEI what can I say. GCEH val almost 2x FDEI. GCEH 170k revs last Q and doing jatropha, one of the worst biofuels. Just sayin. Compare FDEI to almost any stock now. And it makes you wonder who the hell is fighting this company in the stock market and why.

HLXW down 25. Pushed right back down almost to bottom. IFXY up 9. KEPI up 42. Hardly ever know when it's coming. KNDI up 16. LEOM up 15. Similarities there I think. MMMW up 17. NPWZ down 10. When do they come alive? OOIL up 8. PLUG up 5 on back of FCEL I guess. PSPW 35 cents. Bought it at 20 last week. PSRU up 150. PSUD 10. PWAZ 29. Good day for the P's.

PWSV down 25. Oops. RGUS down 12. RVBF up 25. Yep, I have run out of analysis power totally. SLPO down 20. SNRY down 10. SOEN up 53 on that mediocre Q. SSHO down 35. TSPG up 40. WWEI up 12. XPGH up 21. And that's what we got on Friday. And thank you Yahoo for keeping it up on financial portfolios until about 2am Monday.

So. Happy analysis pards.

Friday, December 17, 2010

1:29

FDEI buyable at 1 cent again today. I did. Right on its bottom-most day line (a 200). Well, wonders never cease. Some idiot - or the market maker addicted to volume - just traded at .009. Down 25%. This seems a little out of whack now. That's when to buy. Course, you might be able to get less than a cent. O man, they hit .0086. This is nuts. Really nuts. It's the fear of doubt that this company is for real. So check out their news. Check the fundamentals. Check out the charts. And then it comes down to trust and faith. 1:45 it's back to a penny. 2:14 I'm livid. It's at .008. I could have bought easy at .009 now. I just don't understand why something like this can happen. Course, we still have a wild west. But come on folks. This is happening on just a few hundred thousand shares at a time. Now back to .009. Jeeze Louise Murphy. Now .0083. Down 30%. Give me a frackin break.

FCEL crossed over their 200-day lines and now up 14%. Revenues were down and they still lose money every quarter. Go figure.

2:28 back to .009.

SOLR breaking out of their recent downline.

2:21. I truly can't believe this. You can buy FDEI at .085 right now. Gotta wonder who's doing all the selling. Kind of like HLXW back to .0011. But they don't have a BILLION dollars in the pipe as FDEI does. I guess it's just the selling to the guys who get the golden goose ride. The sweetheart deals. I hope some widows and orphans got some of it.

2:43. And what thrusts the dagger into the brain is SOEN up 53. TSPG up 46. KEPI up 40. But. You gotta love the market. Gotta.

2:48. I think with the volume comes the money for the market maker. I'm not sure. Is that right? You move the stock big percent quick. Do dah? Well, can't get too bitter short term.

3:11. Can you feel my pistoftness. FDEI .087. Down 27.5. Man do you guys get a deal. On my bux. I hope you frackin take it.

3:28. Back to one penny.

3:50. FCEL up 20%. What the hell.

4:07. Numbers now in %. ADES up 22. New high. AFPW up 13. AMLM up 13. AXTG up 33. BHWX up 25. CCGI up 15. CGYV up 13. CYBL up 14. ECOS up 13. EVCA down 22. Yahoo says FDEI closed at .0088. But I got a penny. GAZU down 20. GCEH down 13. HLXW down 25. KEPI up 42. KNDI up 17 on news. LEOM up 15. MMMW up 17. NPWZ down 10. PSRU up 150. PSUD up 10. PWAZ up 29. PWSV down 25. RGUS down 12. RVBF up 25. SLPO down 20. SNRY down 10. SOEN up 53. SSHO down 35. TSPG up 40. VVIT up 25. WNEA down 10. WWEI up 12. XPGH up 21. And that's the do duh do.

OPEN

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Dow down 40. Naz up. Volume surge at open.

SOEN up 53 on their Q and Yr report. Wasn't that great. Moved 80% more solar panels, but 30% increase in revs and lost money. TSPG up 50. SESI up 50. XPGH up 21, taking off again. ADES up 13. WBRE up 11. EVSO up 10.

HLXW down 31. EVCA down 22. CSKH, NPWZ down 15. BLQN down 14. FDEI down 8. WEST down 5. SOLR down 3. Hit the bottom 50-day line and bounced off.

Thursday, December 16, 2010

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Dow knocking up against 11.5k some mores.

HDRE up 1900. Pretty much money made there huh. RNRG up 140. G, how paltry. HYDB up 76. GBRC up 55. PSPW up 32. EVCA up 28. AXTG up 27. VCTXF up 26. Getting close yet? SSHO up 22. PWSV up 21. Didn't I tell you about all of these? GCHT, SLPO up 17. BLQN, WNEA up 16. CSKH up 15. HLNT, CTDC up 13. ADES up 10. NENE up 9. URRE up 8. ENER up 2.

PSRU down 33. WBRE, KEPI down 28. TSPG down 27. LEOM down 25. SOEN down 23. PWAZ down 22. FEWP down 14. GCHK, CYBL, IAUS down 12. SOPV down 11.

I just tell ya the biggest numbers. You have to decide too. Pretty somethin tho huh.

3:15P

Issues going on with login here. Nevertheless, here to tell ye i bot SOLR.

STUFF

Fed judge granted Quechan Nation request to temp halt work on NTR subsid Tessera Solar's 709MW solar plant in Imperial Valley Cal. DOI failed to adequately consult Tribe (burial grounds, etc.) before approval. Tessera's 664MW Calico plant also on hold. Financing challenges, $2B/plant. NTR wrote down solar dev biz by $127M.

Groups also suing to block Solargen's Panoche Valley Cal plant. FSLR's Topaz plant also has opposition, San Luis Obispo County takes it up in March. Some kind of a fox in jeopardy. And SPWR's proposed Cal Valley Solar Ranch may endanger giant kangaroo rats. Hm. Giant jumpin rats. Also a San Luis Obispo look-see in Jan.

Two New Mexico solar projects breaking grounds. Xcel E broke earth Wednesday on a 54MW PV plant to be built/operated by SunEd sub of MEMC. NM utils under mandate of 15% clean E by '15, 20 by '20. SW Public Service to pay 10 cents/kwh 1st yr, increase of 3.3%/yr over 20 yr contract. NRG Energy to start 20MW PV plant near Santa Teresa before yearend. FSLR to provide engineering, construction. El Paso El to pay 12.7 cents/kwh over 20 yrs.

Our esteemed Senate Wednesday passed a 1-yr extension of 1603 tax grant program for clean E in the tax compromise bill. (Um, stimulus bill). (The 1603 was covered here in stuff last Thursday.) But we really don't want to keep making energy policy one year at a time do we? Does business like that? ANY business?

In '08-'09, we now discover our illustrious Fed provided ~$3.3T in liquidity and over $9T in short-term loans and other financial arrangements, even overseas. Disclosure now required by Dodd-Frank bill. US monetary base will have expanded 4x by the time this latest quantitative easing is done. European banks carrying 5x gov debt v. 3 yrs ago. US banks carrying ~$350B euro debt.

63 nuke reactors currently in construction in world. 1 in US. 26 in China. I wonder what the Chinese answer to nuke waste is. Or afraid to ask. Just kidding, China. I kid. I make light. Or try.

At coal/NG power plants, fuel is up to 3/4 of the costs. Nukes its ~1/4 (including waste, enrichment). U ~$60/lb now. Hit $136 in '07.

According to NREL, PV on all US roofs could provide 22% of our el demand.

Happy trails to ye and all yours.

OPEN

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Mixed mart. Euro concerns among the rest.

EVCA up 28. AFPW up 12. NENE up 12. Heck of a mover. That double bottom thing again (under 1.50). Now up a third both times within days. BFRE up 11. URRE up 8 more (talk of U price going up). But I still think it follows the chart down to their 50-day lines ($2.50). WEST up 4. Got just below a 200-day line this morning and now come back. This rush over I think.

FDEI got dumped down to a penny this morn, now all the way back.

LEOM down 25. CYBL down 16. PSPW, HLXW down 12. GCHK down 11. MGLT, SSOL down 10.

ENOC down 2. If this isn't a double bottom I'll be surprised. SOLR around $8.50. 50-days a little lower. I didn't think it'd come back to this level. BYDDF down 4, new low. Oversold territory.

Wednesday, December 15, 2010

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Market ended down. Volume up. Balls in the air.

TSPG stayed up 72. But the ask is a tenth cent lower than close. AKNS up 56 now after hours. PSRU up 50. HLXW up 45. PSPW up 38. RNRG up 25. SSHO up 22. GCHT up 17. FCEL up 13. Again, I ask you to explain why Lucy. EFOI up 8. May be breaking out. NENE ended up 8.

SESI down 33. EVCA down 30. SLTZ down 24. NPWZ, AXTG down 16. NACF, GCHK down 15. CRGE down 14. PBEC, UBRG down 11. FDEI down 10.

2:27P

Bought more FDEI. If this isn't a good purchase for the long term I don't know what the hell is.

STUFF

Per capita CO2 emissions 19 tons/yr in US. 4.9 in China. And a southern region of Sweden that has cut out fossil fuel for heating now at 4.1. Biomass, food processing waste, wood pellets, etc.

Macy's refitting 117k bulbs in 86 stores with 17w Phillips LEDs. Should trim el bill 73%. ROI w/in 1st yr. Starbucks already switching in 8k stores.

US had total net exports of solar products of $723M in '09: SEIA. 74% of total value created from US installs of 435MW came from US - $2.6B of $3.6B.

Abound Solar, using same tech as FSLR, got a $400M loan guarantee from DOE and $110M more in equity financing. Plant now in CO, new one in IN to be largest solar plant in US @ 640MW/y. It was the 2nd loan quarantee to a solar company. 1st was Solyndra. Abound has a simpler manufacturing process than FSLR. Uses 1/3 the space. But still at $1.25-$1.50/w v. FLSR's 80 cents. Promise of the tech is 50 cents/w v. crystaline @ $1. Loan and added equity still not enough for Abound's IN plant. Doh.

DOE report: could take 15 years for US to break dependence on Chinese rare earth minerals. US needs to expand research and alternate sources, develop recycling and replacing. China plans to increase export taxes on some in '11. WTO bans export taxes, but China has had them on rare earths the last 4 years. Why many manufacturers have shifted production to China. Thousands of rare earth researchers in China. Dozens in US. Hardball.

Cool roof install completed on DOE west bldg (white roof). Should save $2k/y. Install on DOE south coming. $6k savings.

Uranium spot volumes at record highs, last high 20 yrs ago. Yr to date 41.6M lbs spot sales. Usually under 20% of supply. U now ~$60/lb.

OPEN

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Dow up 36.

PSRU up 116. They were overdue. May still be in biz. TSPG up 72. Flying valuations. WEST up 45 on news that they should grow revs over 50% this year. They'd been going down all year. Today jumped over 50-day lines. GCHT up 17. IFXY up 15 on news of contract. FCEL up 9. I don't get it. HLXW up 9. URRE up 7. Reversed direction. NENE up 4 after going below $1.50 again on news validating their biz model.

EVCA down 30. SLTZ down 21. WNDT down 19. GCHK down 16. NPWZ down 12. CRGE, AMEL down 11. FDEI down 8. Scrunched against 3 of their 4 lines.

Tuesday, December 14, 2010

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Well, we ended up. The Fed kept everything as is. Said the recovery is too slow. Barrack had a talk with Warren and Bill. We had several positive economic reports. And oil prices rose on that. Mm Hm. A Russian billionaire now backing a new hybrid car. Russian billionaire. Used to be a paradoxymoron. But they took pretty well to capitalism, yeah? Hybrids, though, more of a challenge in their winters. And Moody's warned the tax deal could harm the US' triple A rating. Another day in America. As the sun sets again in the west. Ay carumba.

GAZU up 66. Peaking out over their 50-day lines. Just to peak I guess. SESI up 25. 7k shares. SLTZ up 24. 188k. KEPI up 23. SNRY up 19. CRGE up 17. Hit 85 cents and closed at $1.43. In a market of their own. NGBF up 11. Moved from Naz to pink sheets. HLXW up 10. They do attract the volume. ZAAP, ENER, FDEI up 6. That's 3 6's.

RNNM down 33. Don't ask me. TSPG down 42. Ditto. WBRE down 29. NENE down 25. NENE down 25. A push up at the end. AQNM down 22. XPGH down 16. VECO down 15. Big LED equipment doggy on downgrade. FCEL down 14. As soon as they can turn a profit... EVSO down 11. PSPW down 10 with more conviction. URRE down 9 more. Coming back to their 50's. TSLA down 6 more. Back to 50's.

SOLR down 3, under $9. Interesting story there. Their CEO sold 41% of his stake ($275k) last Friday.

O yea, brings up another story. Waltons sold more FSLR at $122 lately.

Well, that's about it from Aweland. Stay warm and dry pards.

OPEN

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Dow up 59.

SNRY up 21. HLXW up 20. EVCA up 14. ZAAP up 7. FDEI up 6.

NENE down 34. Nearing their 50-day lines. They put out their annual report yesterday. Obvious now, yesterday morning's jump up was shorting and the following fall a reaction to the report, basically giving no projection of when revenues might start, let alone profit. They may have just found support under $1.50.

TSPG down 21. CRGE, WBRE down 18. XPGH rampage finally reversed, down 16. MDTL down 14. VSPC down 11. Also FCEL down 11, reporting their fiscal yr yesterday. Revenues down. No profit. Nothing new. So that 2-day rally was also probably shorting. SOLR back to $9.

Monday, December 13, 2010

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Well this is one mixed mart. There we go. Mixed Mart. Box stores across the world.

I'm sorry pards. I'm already worn out on Monday.

3:17P

NENE: You want to touch this guy?

STUFF

I was Bengalized. Tried selling FDEI and or PSPW to catch NENE bottom. PSPW finally sold at .18 but it was too late to catch NENE's bottom at $1.71. So lost money on PSPW trade. Bengals. Palmer.

Back to biz stuff.

OPEC conference closed very quietly over the weekend. Decided to keep everything the same. No doubt.

10-yr Treasuries yield hit 3.33%. 1% over Oct low. OK. Interest rates are going up. You think. Silver up to $30 from $18 in August. Rumored JP Morgan short more paper silver than physically exists. Prop up the dollar.

China goal to increase domestic PV (solar photovoltaic) power capacity at least 1GW/yr after '12. I bet they don't like air pollution either. N. Am. PV installs in '10 ~1GW. '11 should bring >2GW. Ontario to switch on 1GW of 1.7GW installs thru May '12.

France to temporarily halt new PV projects until launch of new reg framework expected in March. Goal of 500MW/y.

Bulgaria a promising solar market. FIT (feed-in-tariff) cut coming in Jan in Czech Republic. Bulgaria has FIT.

Retail solar module price index fallen from 5.4 cents/watt peak in '01 to 3.3 in '10 in Calif. Cal ratepayers spend ~$30B/y on el.

Brazil: 31GW wind expected to be installed by '25. GE to spend $.5B to expand ops there. Mexico had 582MW wind installed by '10, est. 7GW by '25.

GE energy financial services put $6B into clean E in '10, 30% of portfolio, increase fm 6% in '06.

57MW PV more in development in AZ in 2 announcements last week. Now 70MW in development. IN ARIZONA.

Governor of NY issued exec order for moratorium on fracking until July '11.

NASA: '10 on pace for warmest on record. '05 the last. Hudson Bay normally half covered in ice by Dec. This year 17%. Abnormal high sea temps bleaching coral reefs globally. Et cetera et cetera.

Near-consensus in Cancun. Commits all major economies to GHG cuts. Launched fund to help vulnerable countries. Bolivia opted out. Countries agreed to keep temp rise to under 2 Celsius.

Exxon completed $86M expansion to capture 50% more CO2 from natgas (NG) fields in WY. CO2 injected into reservoirs to extract more oil/NG. Equiv 1.5M car emissions. World's largest C cap plant.

World's data centers cause 2% of GHG emiss. Cloud computing, someone is saying, could reduce E use by third by '20. E costs could drop fm $23B in '10 to $16B. Cloud computing: users use data centers rather than their own. How likely that?

LSCG has 1M 60W equiv LEDs made. Hit shelves soon. $30, half of some other products. But they buzz. 3 yrs or less payback in E savings.

Fed district judge in Richmond Va rules forcing us to pay health insurance unconstitutional. Can't force peeps to pay insurance. Huh. Car insurance? Go judge. Judge v. insurance companies. Who wins that?

Bank of Merica has 1.3M customers behind on mortgages.

China: no interest rate boost.

And I wish ye all happier trails.

1:11P

NENE in self destruct. Buy it now for quick gain.

OPEN

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Dow up 38.

XPGH up another 30. See if you can find anything out about them. I can't. KEPI up 25. SESI up 21. OOIL up another 17. NENE up another 17. Sure caught fire. FCEL up 13 more. 2-day rally. Up to their 200-day lines. HLXW up 10. SLTZ up 7. Starting back up? CCGI up 9. ZAAP up 5. SOLR up 3.

PSPW down 33. AXTG down 30. CCTC down 16. SNRY, CSKH down 10. SOEN, FDEI down 7. The last 4 and PSPW all small solars.

Saturday, December 11, 2010

STUFF

US gov reports slight drop in life expectancy. G, couldn't be all the stress from the crash, could it?

Americans' wealth grew 2.2% Q3. Well, that must have been the billionaires and millionaires. G, God love them.

Zuckerberg pledges to give away his wealth. What the hell. A young man giving his money away. Guilt? And wouldn't their money do better to create jobs? 10M jobs at $40k is $400B. US corps reportedly made $1.6T profit in Q3. Just reiterating.

Cancun: Bolivia prez Morales: "we're not here to convert nature into a commodity or revitalize capitalism with carbon markets". Paraguay, Cuba, Nicaragua and others against C trading. Well, sure, still the communistic belligerent history in their bones. Just trying to pay them to conserve their forests. G, so solly. Amazingly, Venezuela was sounding like they wanted out of that block on Friday. And Bolivia has lots of lithium.

Deleware River Basin Commission -- responsible for NYC/Philly watershed - backed off toughest restrictions on Marcellus shale drilling. $5M bond for drilling each well now $125k.

A Rhode Island offshore wind project more than doubled to 1GW. 200 turbines. $6B to build. Will lower kwh costs to mid-teens, more in line with Cape Wind project. 18 miles offshore. Transmission cables from Mass to NY. Could beat Cape Wind online. Don't know the companies involved unfortunately.

Ethanol. From an ethanol backer, I presume: acre corn yields 165 bushels. 2.7 gal eth/bushel. 445 gal eth/acre. 5 gal fossil fuel used/acre. Net gain 89 gal/acre on some kind of scale only they know. Only uses the starch, other corn nutrients remain for food supply. Well, then why does corn and food prices keep going up?

New Greenland ice sheet research shows it's not gradual warming causing the most melting. It's short-term weather extremes. But it's still climate change.

Sinopec buying Occidental's Argentine assets. And the march goes on.

Belize to ban all bottom trauling of their ocean. One of the 1st.

OPEC in Ecuador this weekend.

In current form, the tax deal made earlier this week would kill the Clean E grant program. O Barrack. What have ye done.

Clean E has raised over $150M in VC funds in December so far.

FRIDAY CLOSE

(stock #'s in %)

ACPW jumped 16 to a new high. Triple since July. ADES up 18. A jump to the highest 200-day line. AFPW down 10. Under a penny again. Aluminum-air fuel cells with customers. Zinc costs a lot less than aluminum yet the zinc-air fuel cell companies can't get started other than ARTX as part of their DoD biz. Just wonderin outloud.

AQNM down 19, a new low. ASTI up 5, crossing the other 200-day and a 50-day line. Consider buying. BYDDF made a new low. Buffett's Chinese car comp. CGYV ended up 3 more. Triple plus since mid Oct. Way overbought territory. CRGE down 17. Mentioned days ago. CYBL down 12. They do LEDs. EFOI came back to a buck. LEDs.

ENOC below $25 again. Making a bottom looks. FCEL up 9. Peaking out over their 50's. FDEI lost 13. Good buy in me umble opine. $1B in pipe, $5.7M val. Own it, I must say. GAZU up 51. No clue. They do that. Still don't remember what the heck they do. GSPI up 10. It's looking like a bottom. Hard to tell.

HLXW back to .001. KEPI up 15, back to one cent, says Yahoo. But they're just over half a cent. LEOM up 11. Been going down since Nov last year. MGLT down 12. $12M val, over twice FDEI. Jus sayin'. MXWL up 3, getting to their highs. No competition yet for ultracapacitors (for EVs) they say.

NENE up 8 more. I would still buy it. I think it's going to $4 at least. NPWZ was down 10. When is this going to happen. OOIL up 2. PPRW up 11. PSPW up 50. RNNM down 26. SATC another new high up 5. SESI down 34. SLTZ down another 22. Thinking of buying. SOPV down 12. $248M val. Still new issue. Solar Park Initiatives. SPWRA up 6. Crossover 50's, coming up on 200's. SSHO down 15. SSOL down 19.

WNDT up 12. WNEA down 20. WTWO down 13. XDSL down 8. And here we are, XPGH up 207. Got to love the market.

Woman, pards and fellow rockheads. A busy Friday. Happy trailers.

Friday, December 10, 2010

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It can wait til the morrow, A?

12:57

Tell you what, fellow rockheaders, FDEI can be picked up at .0128.

SPWRA up 7, crossed over 50-day lines, but it looks like just part of a long bottoming unless it gets through the 200's.

CREE is still on a high trajectory up 40% since 1st Nov. Overbought territory for awhile now.

MXWL up 50% since Sept. Another high trajectory.

I'm sounding like a hedge fund now, A?

And XPGH up 230 now. Sorry I advised don't touch it. But they tell us nothing.

OPEN

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Market barely up. But up.

XPGH up 111. Don't touch it. PSPW up 50. Have it and holding. WNDT up 25. SOEN, KEPI up 11. HLXW up 10, back off their bottom. ACPW up 8. Going up since July. ZAAP up 8. NGBF up 7. After big jump yesterday, hanging above their 50-day lines. CGYV up another 6. OOIL up another 5. Also above 50's. SOLR hit $8.60 this morn, now up 2 on more news. It may get below $9 again, but don't count on it. NENE up another 3.

FDEI down 13 again. Buyville. NPWZ down 13.

Thursday, December 9, 2010

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Mart ended mixed. Small changes. Tippy toeing to the end of the year and Congress.

CBWP down 60 on 2k shares. RVBF down 31 on 7k shares. EVCA down 25. SSHO down 23. RNNM down 21. CYBL down 20. LEDs. Go figureth. HLXW, SESI down 16. HLXW on 44M shares. KEPI down 13. VUOC down 12. VUOC. VSPC down 9. BFRE down 8. SOPV down 5. SOLR down 3. FDEI down 1.

CSOL up 22. NGBF up 21. OOGI up 16. UBRG up 13. SLTZ ended up 15. Did I tell ya? Did I tell ya? NO. But I sure intimated. VLNC up 10. ZAAP ended up 9. So did CGYV. ECOS up 8. As was XDSL I would say on big volume. OOIL and NENE up 7. What more need be said? O, GCHK also up 7. AMLM up 6.

Enough for us to digest till the early morn hours in candlelight. Or somethin like that.

JUST SAYIN

Just sayin that a spread from .013 to .015 is a heck of a spread with a stock doing 7M shares traded. What the hay FDEI. What the hay there. Is that what they call a call?

STUFF

Earth's core may have another layer. A new outermost layer of core found. May solve mysteries of the mag field. Lighter elements like O and S migrated out from core over time. Spin of core thought to power the field. But the lighter liquid rose up, imparting energy down, driving the core flow, which helped keep the field running. Gotta love science and engineering. Especially the Almighty's.

Thailand: 4.3GW clean E with FITs since intro '06 program. Now 850MW online. Program requires $6/kw deposit. 1.4GW solar therm, 2.1GW biomass under contract. Net metering. Projects limited to 10MW. Total pay ~38cents/kwh. Solar contracts good for 10 yrs.

We are 13% energy efficient in US.

Over 20k known varieties of algae.

Global warming is in a temporary halt. Natural cycles. And we're not talking winter.

Worldwide fossil fuels get 12x the subsidies of clean E. In '09 Exxon spent more on lobbying than the entire clean E industry. We've talked about this.

NREL generated 2 energetic electronic states from 1 photon. The 1st molecular system to produce 2 triplet states from an excited singlet state w/ essentially perfect efficiency. Sounds like something exciting going in some state. Could be 35% increase in solar efficiency. And there's more but I even couldn't understand my notes. Work to do there.

Japan 3Q revised up to 4.5%.

Excelon will close US' oldest nuke in '19, 10 yrs ahead of sked so they won't have to build cooling towers at disputed cost ($200-800M) but can continue to kill billions of shrimp, crabs, fish and other aqua creatures, let alone the plankton out of Barnegat Bay for 10 more yrs. Went online in '69. Sucks 1.4B gal/day out of the Bay. 9% of NJ's el. One more reason for Earth Day.

I'm sure you saw this. American homes worth $1.7T less this year than last. '09 drop was $1T. Total loss since '06 $9T. They did go up one hell of a lot before '06, let us remember that.

Jefferies believes fears about German solar biz slowdown is overblown and found the Germs still committed to 18% clean E by '20. No solar cap in '11 but they want to prevent a 10GW boom in '11 and freefall in '12. Among the picks: SATC, JASO.

FSLR announced a 15MW sale to India. Piper Jaff believes FSLR will guide higher on the 14th. SPWR has booked $100M in the last month and announced another today.

US Tax Grant Program - "1603" - has spent $1.3B to leverage $18B in 1179 clean E projects in 42 states to date. Set to expire end of year. Created jobs in all 50 states. Solar employs 93k in US. 60k more in next few yrs they say if 1603 extended. Wind industry to be flat or down if not extended. May be a fight there too.

Well, pards. Keep thy powder dry and thy heads held high.

1:25

FDEI down 18 again. Makes no sense. I suggest buy a little. Or a lot.

OPEN

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Market down a little. Volume higher. Digestion of tax compromise and the rest.

CSOL up 22. OOGI up 16. LEOM came back 14 from yesterday's fall. ZAAP up 13, looks like resuming its climb. OOIL up 7. Yesterday announced progress on their algae development. Up off their 50-day lines on big volume. One to have for the long haul. XDSL up 9. CGYV up another 9. VLNC up 8. Back above their 50-days, continuing their rally that started early Sept. NENE up another 3. ENOC got over $28 to start closing that gap from last month (also hit their 50's) and came back under $27.

RNNM down 31. EVCA down 25. SSHO down 24. WNEA down 20. CYBL down 20. KEPI down 17. SESI down 16. BFRE down 12. SLTZ down 10 more. Still no news. NPWZ down 10. SOLR has come back 3. Wait to buy maybe for the $8.50 area. They got first orders for their LED-making equipment and Wunderlich says the company would be an attractive buyout. FDEI down 4 after retesting yesterday's lows.

Happy hunting.

Wednesday, December 8, 2010

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So. We ended up. The Fed sees to it.

If you bought FDEI in the morning after I recommended it, well, you would be up. And the PSPW bid came up.

NENE plummeted all of 10% at the open and ended up up 1. LSCG up 7. ASTI up 2. DSTI down 8. The solar comers. As I see it. Besides FDEI and PSPW and some mores. GCHK down 11. Hydrogen additive to engines. Not sure of the tech yet. Hell, who is. HLXW down 14 on 14M shares. Hm. Serendipity? NPWZ up 7.

Last paragraph getting a little long in the tooth.

GSPI down 18. Cellulosic I think. AVAV up 15 on new biz. ZAAP down another 5. SLTZ ended up down 36. Check that out. I would have bought the bottom had I funds. CBWP up 66 on 20k shares. CGYV up another 8. I guess they are going for a tenspot. If U git my gist. ECNG down 4. I think they're getting ready for a boom. ESLR down another 5. Will they survive?

FTEK up 11. Something else to evaluate. But not today. LEOM down 30. Leo Motors. Oy. MMMW up 13. Hay. Wind power. Yoy. RGUS up 13. SOLR up 20. This was the kahuna of the day. URRE down another 9. Nukes not getting enough gov money, nat gas prices down, no price for C emissions yet.

WBRE down 45. WTWO up 12.

And I am into the wind. Roger that. Time for some take off action.

STUFF

Currently, cellulosic ethanol gets the 45 cent/gal ethanol tax credit (refineries get the credits for blending ethanol) plus a 56 cent credit until the end of '12. The Renewable Fuel Standard Act requires ethanol blends at increasingly higher amounts (25% by '15). The current subsidies for regular ethanol expire at the end of this year. And I bet Congress is going to have a battle over that. And word is it would cost more per job saved than the job pays if the credits are extended. Besides all the wrong reasons for ethanol.

Moving onward. We know pollution kills. Well, a report by DARA says climate change will kill 5M more people by '20 and the rate goes up after that. 350k/yr now. Desertification, extreme weather events, agri effects, etc. By '30 (yeah like we're going to be here), US will suffer most econ loss of any nation - ~$40B/yr. Pshaw, what's $40B. Especially in '30. Now the globe is losing $150B/yr to it. Bottom line. Pollution kills and so does climate change from pollution.

US Supreme Court to hear global warming case. Right of states to regulate C emissions as "public nuisance". Brought by 8 states, NYC and environmental groups. From Connecticut v. AEP.

France's Areva signed major contracts with India's Nuclear Power Corp for 2 new reactors, first of 6. I thought the US was working with India on nuke development. O well. France is 80% nuke.

Wi-fi thermostats now at Home Depot. Under $100. Radio Thermostat Company of America. Let's invent. And sell it to the world.

Hertz adding EV's to NYC fleet. Ford starting to ship its electric delivery van. GM hiring 1000 to engineer more EV's.

Czech gov to halve their Feed-In Tariffs (FIT) for PV installs over 30kw in '11. Will have over 1.2GW installed v. 50MW 2 years ago. Electric rates have shot up and grid instabilities. CZ was one of top 5 national markets this year. But their FITs were too high relative to other countries and they are close to reaching their '20 goal way ahead of sked. Italy and Spain cut back more kindly.

55MW Sempra solar farm 40 miles SE of Vegas now largest plant online in US. 775k FSLR panels. 380 acres. Construction began first of year with 350 workers. And it cost how much?

Suntech (STK I think - I don't follow NYSE) predicting 46% growth in shipments (2.2-2.4GW) in '11. Shipped 1.5 in '10.

Happy trails pards.

OPEN

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Market started up, now down.

A real buying opportunity for you again in FDEI. It was up at 17 and just got smacked with another one of those freefalls. Down 19. SLTZ down 34. AXTG down 33. DSTI down 9. ZAAP down 6.

AVAV up 14 on contract news. Rocket off its 50-day lines, went right through 200's. LSCG up 7 on a news release.

Tuesday, December 7, 2010

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Market ended mixed on almost twice normal NYSE volume. Go figure.

PWAZ up 158 on 9k shares. GSPI up 48. But. Check the ask and bid. OK, the more sane. FDEI up 20. Yay. Hope you bought some down low a few days ago. ECOS also up 20. BDCO up 18. WWPW up 17. AEBF up 15 on 17k shares. KEPI up 11. NENE, TSPG up 9. IFXY up 7.

RNRG down 71. Not a clue. But volume. GRGR back 66 after yesterday. But, again, bid and ask. PSPW down 60. We will find out. AMLM down 17. Lithium miner. Hm. No lithium? PWSV down 17 too. WTWO down 16. SSHO down 15. ESLR down 14. I wouldn't buy them yet. MMMW down 12. CCGI down 10. ZAAP fell 8 more. FSYS down 7 on bad projections. ACPW, HLXW down 6. EMKR, EFOI down 5. LSCG ended down. Sold it. Watch it go up.

SUGGESTION

Pick up a little PSPW, down 60% at 20 cents. I did. Sure a gamble. But they have a $100M deal in the pipe.

OPEN

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Market up, volume much higher. More churn at getting back to the higher level. The tax-unemployment extension compromise.

IFXY up 20. GSPI up 17. ECOS, TSPG up 16. WWPW up 14. FDEI up 11 on news. NENE up 5, new high.

ESLR down 15 on debt reorganization news. ZAAP, GCHK down 6.

Monday, December 6, 2010

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FDEI I hold. Up .075. Woo. Bought LSCG at $3.20. Cuz I could I guess.

GRGR up 200. VCTZF up 43. GCHK up 34. VUOC up 25. EMKR up 19. Better chack that out. BIOF up 17. CGYV up 16. WWPW up 15. IFXY up 14. SSHO up 13. KEPI up 12. BCON up 10. NENE up 7. NTCXF up 8. NCEN up 6.

ka boink a boink

STUFF

GAO: oil/gas operations could economically capture about 40% of flared or vented NG on Fed land to boost govt royalties by $23M/y. Obviously the point is they could reduce GHGs the equivalent of 3M cars or heat 1.7M homes. Operations on Fed land. It's time to require it anywhere. And find out how to economically capture it all.

O&G on public lands (US) generated ~$9B royalties in '09.

Switch to efficient lighting could save US $9B/y and remove equiv 11M cars GHGs. Could save $5.5B in China (lighting ~12% el use). Incandescents now about 70% of sales. Outlawed I think by '12 here. In Indonesia the switch could save need for 3.5 coal plants.

Research says LED market will grow 30% in '11 and surpass $1b revenue by '14. Not sure if this was US or world market.

Starbucks and Intl Paper now recycling cups back into cups. Cheers.

Corporate recycling market to hit $79B by '15. $47B now. Americans dispose of 4.6lbs of trash/person/day. Was 2.8 in '60. 64 tons over a lifetime. Reminds me of the song 16 tons and whattaya got. Tennesse Ernie.

China now global clean E leader. US had top rank since late '06. China now also top E user. Spent $10B on its wind sector last Q, half global total. Half the wind turbines to come online in world in '10 made in China. Ernst & Young report. S. Korea, Romania, Egypt, Mexico rising fast. Last month Seoul said they will invest $36B in clean E by '15.

Clean Grow - an Ireland corp - has developed a C nanotube-based sensor for monitoring the level of nutrients in crops. Gotta love this stuff.

Tea Party cockus requested >$1B in earmarks for FY '10. Huh?

Building Integrated Photo Voltaics (BIPV) global market estimated to increase tenfold to $8B/y by '15.

OPEN

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Market drifting down. No specific reasons. Just everything.

KEPI up 37. TSPG up 27, but 9k shares. NTCXF up 17 on news. WWPW up 17. IFXY up 16. NACF, NCEN up 10. NENE up 6. ASYS up 6, another new high.

ECOS down 24. HLXW down 16.

Friday, December 3, 2010

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TGIF

EARLY CLOSE

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Hel, 2:40PM EST it's closed. And I'm just gittin mo pissed up every moment. FDEI with $1B in contracts and news abounding this week still valued at $6M and dead in the water. And someone like CRGE going up another 4 at $200M evaluation with no income and not as much in the pipeline. Well, valuations and such according to Yahoo Finance and Wall St. Maybe there's better finance sites. But everything's relative. Especially during the holydays.

Moving on, VUOC up 20 now. I think I mentioned them recently. It's not that I want you to listen to me it's just please listen to me. I am trying my bestestest to make us some money in clean energy. I'm just doing all this to get attention. Yea. I even got stupidly out of FDEI. Sold half at .0132 earlier. Just watching the chart and feelin. And now I could get .0135. They are frackin with our minds. I'm tellin ya.

VUOC now up 17. GCHK up 27. Here's another bandit. I think they have some kind of fuel additive they're trying to market. I cant tell yet if it's bogus or good. GSPI up 16. Came back like I predicted a couple days ago.

PWAZ back down 60. What the hell is their story? Zincair fuel cells I think. Seems to me most economical. Maybe comical. Maybe not enough power from it? Like Boron and Sodium. Cheap stuff but no power. Who knows? POTUS?

SESI down 41. $4M in revs last Q according to Yahoo. SOPV down 12. SSOL down 10. A big downgrade from some Wall St house on Chinese solars. Tesla down to $31.

VUOC now up 20. WEST up 3. Maybe bottoming. Who buys solar stocks in winter? ACPW up 6 another new high. SATC up 5 another new high. LSCG up 4. NENE down 2. CYBL down 3. ECNG up 8. OOIL up 7. PSRU up 9. SLTZ down 8. EFOI down 2. LSCG up 4. ZAAP up 4. DSTI up 8. I think they're bottoming out here. ENOC under $26.

SOPV down 12.

I may be done. No tellin tho.

OPEN

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Market down slightly, volume normal. Jobs report lousy.

FDEI up 7. Volume back to more normal. GSPI up 21. ECNG, PSRU up 18. CYBL up 13. OOIL up 9.

SESI down 41.

Thursday, December 2, 2010

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FDEI down 12. Hope you got some down low. TSLA, URRE going down.

GRGR up 233. PWAZ up 85. RVBF up 33. CLTH up 21. MGLT too. HLXW, CYBL up 20. SOPV up 19 on that LOI. PWSV up 12. ECOS up 11.

And they cut off my first blog because of some misplaced fingers I think and so I just said frack it. Sorry you didn't get the whole thing that was being reported. Yea I'm pissed about FDEI. But that's that Wall Street rule about any gap must be filled eventually. Well, eventually came sooner rather than later which is good. I forgot it. I paid the price. I hope you got some down low. Carpe diem.

STUFF

POTUS' Council of Advisors on Science, Tech says US needs to triple spending on energy R&D&D. $5B now. And have strategic review of E policy every 4 yrs. We're lagging behind, kids.

Offshore oil drilling moratorium to apply to eastern gulf and Atlantic seaboard for at least 5 yrs. Not much oil there anyway.

Japan officials at Cancun said they won't seek any extension of GHG restrictions under Kyoto Protocol beyond '12. "W/out active participation of China and US, it's not a global effort."

NY state legislature joined their senate (August vote) in 6-month moratorium on hydraulic fracturing - "fracking" - until more known on enviro/health impacts.

A 53-mile, $500M power line to San Fran from North Cal was just completed. Brings clean (wind) E to city. 400MW cable. City now can shut down a natgas/diesel power plant, among the dirtiest in the state.

World's largest lakes are warming - sometimes at faster rates than air - but intensity differs around globe. Trend most intense in NE Europe. In US, the western lakes.

Bipartisan group of US senators say let's end ethanol subsidies and tariffs. Yay. Yay verily.

Now a report that pipeline for utility-scale solar PV in US at 15GW, not the 5.3 "contracted". 10GW publicly announced, yet to sign PPA's. By '15. 772MW scheduled next 12 months. CdTe 71% - FSLR.

Dr. Oz: eat beets.

MIDDAY

Well, you've had 2 chances to get FDEI at a lower price than I did. Godspeed. Right now down 21%. Seize the day. Seize the price. This is a wild trout right now.

OPEN

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Market follow-up day, volume strong.

FDEI down 8. Buy it. I just bought at .015. More news today. Jumped to 2 cents at open for 4th day in a row of morning jumps and .015 bottom. ITRI new low, down 6 on downgrade on coming market share losses. NGBF down 6. EFOI down 5. VUOC down 4.

MGLT up 37. CYBL up 25, SOPV up 25 on news of LOI for a project. HLXW, SSOL up 13. ASTI up 7. NENE up 3.

Wednesday, December 1, 2010

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I know. I forgot a close report yesterday. Yestermonth. Sorry. So today. A wow. Big uppy. Lot o nuze. I will give it to you as I see it.

FDEI down 8. I own it and actually made money. AEBF up 10. Yawn. APWR down 26. It will be a while before they bottom we might think. AWNE up 25. Yea, 6k shares. BSRC down 10. Maybe their product isn't selling like it should, uh? BWEN up 2 more. CLTH up 48 on 7k shares.

New paragraph for reader interest. COMV up 7. CRGE down 22. Don't really know nothin about 'm. CYBL down 14. Yep, a low price. But LEDs. ECOS down 10. ENOC ended up 5.

New paragraph. Yup. Reader interest. FEWP up 12. GSPI down 31. Ouches. Watch for rebound. HLXW down 16. HYEG down 27. JUHL up 19 on news. LSCG up 7. 16 cents or so off their high. LEDs. NENE ended up 11. NGBF up 29. NPWZ up 9. OOIL up 16. PBEC up 50 on 20k shares. PPRW down 11. PSUD up 24. RNNM down 25. SESI up 32 on 1500 shares. SLTZ down 25.

Final new paragraph. SNRY down 17. SOLR up 15. Big dog. SOPV down 12. SSOL up 10. TSPG down 15. VUOC down 12. Ready to buy. ZAAP down 12.

And uno mas paragrapho to make it mucho interestingo.

OPEN

Market jump off 50-days with good news on employment (for Christmas). Volume up.

SSOL up 17. Back over a penny. AMEL up 7. NENE up another 8 on news. ENOC up 4, hit $26. BWEN, URRE up 3.

APWR down 28 on terrible Q. SLTZ, WTWO down 13. FDEI down 8. I sold at close yesterday and bought back in half today at .0156.