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JA Solar Lands Solar Cell Supply Agreements

This morning, JA Solar Holdings (JASO) announced that it has signed multiple supply agreements with "several customers" to provide solar cells in 2011. The company will supply the solar cells from January 2011 through December 2011, but they are accompanied with prepayments or the delivery.

The company's CEO Dr. Peng Fang stated, "We are seeing very strong demand for our technologically advanced, high-quality products from our diverse global customer base ... Our customers view JA Solar as a reliable supplier partner and rely on JA to provide them with their 2011 product requirements."

Continue reading JA Solar Lands Solar Cell Supply Agreements

Bronte Capital Takes a Shot at First Solar

First Solar FSLR logoBronte Capital recently expressed a bit of negative sentiment regarding First Solar (FSLR). Well, if there's anything I find more fun than assessing a company's strengths and weaknesses, it's analyzing the statements issued by stock analysts. Now, let's have some fun.

First, understand that Bronte Capital has issued its statement from an openly declared short position. In essence that means Bronte will tell you what it needs to in order to cover said position. Can you say biased opinion? Bronte Capital can.

Continue reading Bronte Capital Takes a Shot at First Solar

Five signs that green is the next bubble

We're tired of bubbles, right? Anyone 30 or older has lived through two big ones so far, with a brief period of prosperity separating the decimation of dot-com largesse and mortgage-fueled paper wealth. It could take until 2014 for the jobs lost to be replenished, and there's little reason for optimism.

So, with the economy in the tank, we can focus elsewhere -- maybe on saving the planet. If we can't put green in our wallets, maybe we can add some to our lifestyles. Or, you could do both. Green technology could be the next boom in the United States, even if we do lag some parts of the world, and investing in clean solutions is really nothing other than investing in the next big thing. Even if you don't give a damn about climate change (or don't think it exists at all), the green market could likely become your employer -- or trigger the economic growth that will create your next job.

Some signs are visible already.

Continue reading Five signs that green is the next bubble

Cypress Semiconductor argues everything good starts with pure silicon

The choppy/consolidating (or perhaps worse) market conditions sometimes give the impression that growth plays do not exist. That is not the case, and one growth company worth reviewing is Cypress Semiconductor.

Cypress Semiconductor (NYSE: CY) is a manufacturer of high-performance integrated circuits, memory chips and silicon solar cells.

Analysts really like Cypress' revenue growth prospects of 23-25% following a likely 45-50% increase in 2007.

Analysts also like Cypress' recent acquisition of PowerLight Corp. and expect the purchase to drive a significant earnings increase. CY's SunPower business is another plus, due to its potential growth and undervalued status.

Continue reading Cypress Semiconductor argues everything good starts with pure silicon

Option update: NutriSystem (NTRI) sells off after EPS, volatility elevated

NutriSystem (NASDAQ: NTRI), a weight management and fitness products and services company, is recently down $10.57 to $37 in pre-open trading, some 22%.

  • NTRI announced disappointing third quarter results.
  • Thomas Weisel says: "3Q fundamentals crumble; we expect challenges into FY08."
  • NTRI overall option implied volatility of 59 is above its 26-week average of 47 according to Track Data, suggesting larger price risk.

LDK Solar (NYSE: LDK) is a manufacturer of multicrystalline solar wafers.

  • LDK shares were weak on 10/3 on allegations of inconsistency in inventory reporting.
  • LDK says: "LDK's management team and board of directors formed an internal committee to investigate the allegations and conduct an immediate physical inventory of LDK's polysilicon materials. The management team found no material discrepancies."
  • LDK October option implied volatility of 131 is above its 12-week average of 69 according to Track Data, suggesting larger risk.

Daily options Update is provided by Stock Specialist Paul Foster of theflyonthewall.com.

Option update 10-3-07: LDK Solar (LDK) implied volatility spikes as LDK sells off 24%

LDK Solar (NYSE: LDK), a manufacturer of multicrystalline solar wafers, was sold off down $16.65 to $51.65. Piper Jaffray said "We have confirmed that the LDK financial controller recently left the company." LDK October option implied volatility of 133 was above its 12-week average of 69 according to Track Data, suggesting larger risk.


Daily options Update is provided by Stock Specialist Paul Foster of theflyonthewall.com.

Symbol Lookup
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DJIA-89.2312,801.23
NASDAQ-23.352,903.88
S&P 500-9.311,342.64

Last updated: February 11, 2012: 03:28 PM

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