Stone’s Recap on This Week’s Alt Energy Conference at Cowen
Source: http://feedproxy.google.com/~r/smallcappulse/feed/~3/7C5VmtEW_Lc/Posted on Friday, September 11th, 2009 | In Investing Lessons, Small & Micro Cap
September 11, 2009 ndash; Analyst Comments ndash; Cowenrsquo;s Rob Stone recapped the Cowen Conference held in NYC this week which focused on the alt energy space. He noted that there are a number of bullish signals for solar: more activity in China, a 1GW U.S. outlook in 2010 and a booming residential market.
Key Takeaways
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Financing remains an issue,
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Thin-film firms could be facing near-term headwinds
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Demand has picked up in the last month
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Modules in range of $1.70 to $2.00 by Q4
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Near-term China market and FIT policy are still unclear
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; In U.S., stimulus will drive projects in 2010 while utility scale could reach 1GW in 2010 (though transmission could be a challenge in near to mid-term)
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