August 27, 2009 ndash; LDK Solar (NYSE:LDK) announced an agreement with Yancheng City of Jiangsu Province for the development of a number of PV projects (ground-mount, roof and BIPV) totaling up to 500MW over the next five years. And Canadian Solar (Nasdaq:CSIQ) said it has signed a LOI with the Administration Committee of Baotou National Rare Earth Hi-Tech Industrial Development Zone in Baotou, Inner Mongolia, for rights to design, install, operate and maintain a 500MW solar facilitynbsp; in Baotou. The three-phase project is expected to start in September 2009 and run through December 2011 (phase 1: 100MW; phase 2 and 3: 200MW). These announcements mark an important trend in the solar markets and one that we have been commentating on a lot lately ndash; the further move by midstream solar firms to vertically integrate downstream and even moving into operations of solar facilities. Cowenrsquo;s Raj Seth this morning commented on the ...

LAS VEGAS, June 24, 2009 (GLOBE NEWSWIRE) — President Obama held a nationally televised press conference in which he enthusiastically pledged his support for clean energy, specifically citing solar as a prime example. The president also stated that he would be in support of legislation that would greatly assist clean energy providers. We intend to monitor the situation to see what form this legislation, expected to be voted on Friday, takes shape if passed.

A profile featuring emerging solar company Solar Energy Initiatives, Inc. (OTCBB:SNRY) and of interest to investors of solar industry leaders Evolution Solar Corporation (Pink Sheets:EVSO), LDK Solar (NYSE:LDK), Suntech Power Holdings Co., Ltd. (NYSE:STP), XsunX Inc. (OTCBB:XSNX), and U.S. Geothermal (AMEX:HTM) is available at the link below:

http://smallcapsentinel.com/SNRY

What was already a very positive market appetite for clean energy and solar just got an enormous shot in the arm. The

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LAS VEGAS, June 24, 2009 (GLOBE NEWSWIRE) — President Obama held a nationally televised press conference in which he enthusiastically pledged his support for clean energy, specifically citing solar as a prime example. The president also stated that he would be in support of legislation that would greatly assist clean energy providers. We intend to monitor the situation to see what form this legislation, expected to be voted on Friday, takes shape if passed.

A profile featuring emerging solar company Solar Energy Initiatives, Inc. (OTCBB:SNRY) and of interest to investors of solar industry leaders Evolution Solar Corporation (Pink Sheets:EVSO), LDK Solar (NYSE:LDK), Suntech Power Holdings Co., Ltd. (NYSE:STP), XsunX Inc. (OTCBB:XSNX), and U.S. Geothermal (AMEX:HTM) is available at the link below:

http://smallcapsentinel.com/SNRY

What was already a very positive market appetite for clean energy and solar just got an enormous shot in the arm. The president’s

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March 4, 2009 ndash; As an unabashed advocate, and shareholder of LDK Solar (NYSE:LDK), have been asked lately by readers, friends and fellow investors about whether I am still positive on the company, given recent changes in the companyrsquo;s underlying fundamentals. Here is my take: The changes with LDK are not exclusive to it, but rather, pressures the whole industry is experiencing. That being said, it needs to demonstrate execution through the current tough patch and near term. The tight credit conditions are creating delays on projects and lower volume for the group. That exacerbates the amount of supply there is out there which has created some significant margin pressure as firms eat through inventory. That is a dynamic which should persist through 2009 and heading into 2010 expectations are widely that the supply imbalances are worked out of the system. In the meanwhile, LDK, et. al. have been writing ...

Green: The Secret to Resurrecting Your Nest Egg in 2009. br /By Natalie Pace, author of a href=”http://www.amazon.com/gp/product/1593154917?ie=UTF8tag=antiquestocka-20linkCode=as2camp=1789creative=9325creativeASIN=1593154917″Put Your Money Where Your Heart Is: Investment Strategies for Lifetime Wealth from a #1 Wall Street Stock Picker/aimg src=”http://www.assoc-amazon.com/e/ir?t=antiquestocka-20l=as2o=1a=1593154917″ width=”1″ height=”1″ border=”0″ alt=”" style=”border:none !important; margin:0px !important;” /br /Date: January 27, 2009br /br /Did you know that clean energy was the top performing industry in 2007, returning almost sixty cents on the dollar for investors? That was almost double the returns of the 2nd highest performing industry — oil and gas — at 32 cents for each dollar invested. And, thanks to President Obama’s American Reinvestment and Recovery Plan, clean energy is poised to be the top performer again in 2009. br /br /In his first White House blog, dated January 24, 2009, President Obama wrote that his Recovery and Reinvestment Plan will “invest in our most important …

January 26, 2009 ndash; Suntech Power (NYSE:STP) has seen its stock decline to $8.87 on Fridayrsquo;s close from $11.80 at the outset of this yearrsquo;s trading session and from the $50 level this time last year. In the past couple months the stock has been seemingly downgraded by the world, which has been warranted in light of erosion in the companyrsquo;s near term outlook. On Friday, although management said revenues for the Q4 would come in higher than previously guided, the Street focused on downbeat margin guidance of -1% to 2% for the period due to an inventory and impairment charge resulting in one-time charges of about $100 million. The question at this point is whether all of the bad news has been priced into the stock. Our FY08 revenue expectations for the company are on the low end of guidance at $1.91 billion, and our income expectations are $86.9 ...

nbsp;nbsp;nbsp;December 30, 2008 - Yingli Green Energy (NYSE: YGE) is one of the midstream solar companies we touted in 2008, and continue to think is well-positioned in the group. That being said, the stock has been hammered, along with all of the other midstream solar firms. The stock opened on January 2, 2008 at $39.01. Yesterday, the stock closed at $5.34, trading at 0.66x our forecasted sales for 2008 of $1.05 billion (which would represent 88% Y/Y revenue growth, and at about 6x our forecasted 2008 income for YGE at $115.5 million (which would represent 116% Y/Y income growth). So the question is whether the stock is oversold at current levels, and whether it is timely now.nbsp;The current stock price reflects a relatively downbeat Q3 earnings report (see below), concern about declining ASPs (management estimates that ASPs will decline by about 15% to 20% in the Q4, and by about ...

December 30, 2008 ndash; Yingli Green Energy (NYSE:YGE) is one of the midstream solar companies we touted in 2008, and continue to think is well-positioned in the group. That being said, the stock has been hammered, along with all of the other midstream solar firms. The stock opened on January 2, 2008 at $39.01. Yesterday, the stock closed at $5.34, trading at 0.66x our forecasted sales for 2008 of $1.05 billion (which would represent 88% Y/Y revenue growth, and at about 6x our forecasted 2008 income for YGE at $115.5 million (which would represent 116% Y/Y income growth). So the question is whether the stock is oversold at current levels, and whether it is timely now. The current stock price reflects a relatively downbeat Q3 earnings report (see below), concern about declining ASPs (management estimates that ASPs will decline by about 15% to 20% in the Q4, and by about ...

November 14, 2008 – LDK Solar (NYSE:LDK) one of our favorite companies to tout on the Small Cap Pulse, tipped to a lowly $12.40 in yesterday’s session before closing back up to $14.32. The management took the time this week to remind the Street that its fundamentals remains strong, despite a challenging global economic environment: secured contracts of 1.8GW for 2009, more than 100% of current planned output for the year; operating at full capacity; strong cash position of $460 million with available line of credit for another $430 million. At current levels, we think the stock is ridiculously oversold and represents a huge upside – near and long term. Here is why: At yesterday’s closing price, the stock is trading at a P/E ratio of 5.26x trailing-twelve months’ earnings and a P/S ratio of 1.49x trailing-twelve months’ sales. We are forecasting FY2008 revenue of $1.8 billion and profit of ...

October 29, 2008 – With valuations on the S&P based on estimated profits now at 10.7 times, and valuations in the solar sector at even lower levels, we have to ask how pessimistic, and how cynical the markets are going to get when valuing these companies. What is a reasonable valuation for an industry that is growing 62% per year and for leading companies that are posting triple-digit earnings and revenue growth? For example, LDK Solar (NYSE:LDK) is trading 6.13 times trailing 12 months earnings, and slightly more than 1 times trailing 12 months sales. It is posting more than $100 million in profit per month, it has $1 billion in cash (on prepayments of contracts) and is booked through 1018. It has no need to raise capital and has recently said it won’t do so for the next couple years while it is doubling production capacity. The company expects ...