Blog
June 7, 2012
The different forms of Renewable Energy are Solar,Wind,Nuclear,Hydro,Tidal,Biomass and Geothermal Energy. Renewable energy sources are more environment- friendly with less pollution & global warming effects. There […]
June 5, 2012
The US imposition of duties on Solar panel imports from China has raised the hackles of the Chinese Government which considers the solar industry to be […]
June 4, 2012
Corruption in India has been exposed in many forms of late and we have documented this in GWI. Politicians, Bureaucrats, Army Generals and Business Owners have […]
June 3, 2012
Wind Energy is one of the success stories in the Renewable Energy sector in India accounting for almost 70% of the total green energy capacity. India […]
June 2, 2012
About Short Oil ETFs – Investing in Oil ETF is an easy way to invest in oil without hoarding oil barrels in one’s warehouse. Oil companies […]
June 1, 2012
The US imposition of anti-dumping and countervailing duties on China made solar cells has brought out unintended beneficiaries and losers. I had explained in an earlier […]
May 31, 2012
Solar Stocks have made their investors suicidal with drops of of 80-90% from the top common even amongst the biggest solar companies. A number of solar […]
May 30, 2012
The New Normal which marked low to negative economic growth,high unemployment in developed countries of the West began after the Lehman Crash in 2008. It has […]
May 29, 2012
Polysilicon capacity has almost grown by 10x in the last 5-6 years as massive demand growth from solar panels made suppliers add capacity without thinking about […]
May 28, 2012
Gujarat has leapfrogged far ahead of other Indian states in solar energy installations. This is despite the fact that Rajasthan had won the lion’s share of […]
May 27, 2012
Oil 3x ETFs are leveraged Exchange Traded Funds designed to seek daily investment results, before fees and expenses, of 300% of the performance of the benchmark […]
May 25, 2012
Structural Unemployment has become a big problem in developed countries where middle class jobs are being permanently destroyed. The advent of modern communications and technology has […]
May 24, 2012
India has for long lacked an agency to control the monopolistic and predatory practices of Indian companies . The old MTRP Act had become quite toothless after […]
May 23, 2012
Saudi Arabia has recently unveiled a new plan to add almost 40 Gigawatts of solar power over the next 20 years investing more than $100 billion. […]
May 21, 2012
Micro-wind turbines are small-scale wind turbines that convert Wind Energy into electricity. The wind speed is the important factor on which the amount of electricity generated […]
May 21, 2012
Facebook overvaluation proves itself with underwriters left holding shares worth billions of dollars
There is no disputing the fact of Facebook dominance in social media but its model of making money is far from proved to give it such a huge market value . The underwriters of the company are said to have massive amounts of shares worth billions which they have bought to hold the company's stock price above the IPO price of $38. The trading was marked by a number of glitches which is now being investigated by SEC. This has become a regular occurence reducing trust in the US capital market systems . A lot of the future earnings power is already built into the stock price of the company at $100 billion. It will take a lot of effort to get to the earnings level to justify the market price . In the fast changing technology landscape that is a huge risk . 3 years ago nobody would have questioned the dominance of Nokia and RIMM in the mobile space . But now these companies are fighting for survival. Stock picking is a game of probabilities and in the case of Facebook the current stock price does not justify the risk in buying it.
May 20, 2012
Smart Grid Companies A smart grid is an electrical grid, that is digitally enabled to procure & distribute information in order to improve the efficiency, reliability and […]
May 19, 2012
Solar Companies around the world are facing hard times with bankruptcies galore. Not only hundreds of small installers, erstwhile behemohts like Q-Cells have defaulted on debt […]
May 17, 2012
Indian Insurance Industry Story Sours with Job Losses and Exits with ULIP Reforms and FDI No-Reforms
The Indian Insurance Industrywhich was massively booming like the telecom industry at one time in India is now seeing similar troubles. The industry saw many entrants […]
May 14, 2012
Globalization refers to the increase in international trade & commerce amongst the different countries, through the reduction of geographic barriers. With the rapid innovation of smart […]
May 11, 2012
Global Warming The increase in the average temperature of Earth’s atmosphere and oceans is known as Global Warming. It is believed to have started in 1975–80. Because […]
May 10, 2012
India’s fast growing middle and upper classes are consuming electronic gadgets at an astounding rate.The replacement cycle has also decreased dramatically as growing disposable incomes means […]
May 9, 2012
Online Banking With the increased use of Internet, a variety of avenues and facilities have been opened for the masses. It gives us access to facilities […]
May 5, 2012
Biofuels The liquid fuels that can be obtained from biomass like plant matter or by the waste that living creatures produce, such as manure is known […]
March 29, 2012
This may be a dramatic statement to make about the world's most valued solar company but there are several reasons which I will explain below to illustrate this point. Note the solar industry is in a league of its own in the astonishing drop it solar panel prices (80% price drop over the last 3-4 years) and the rapid increase in demand (60% CAGR over the last 10 years).So the comparison and analysis by your usual stock hacks on financial portals like Motley and Seeking Alpha is way off the mark. First Solar had the worst 2 quarters in its history in 2011 as it went from a record breaking profit company into the red. Many issues which were hidden by its past success came out in the open and some of them are life threatening. Here are these problems
March 23, 2012
Wave and Tidal Energy have been the poor cousins of Solar and Wind Power in the Alternative Energy Domain. I have written about the wave energy companies and advantages and disadvantages of tidal power in the past as well. But the investment opportunities in this area of clean energy have been limited because the technology is still in its infancy. Dr. Ashok has come out with a plan to build a 100 MW device using wave energy and needs funding to develop it. Below is a description of the Plan and the Funding required . Interested Investors can do their due diligence and contact the inventor directly.
March 1, 2012
The CSE concurs and also criticizes the support for large wind farms as well . Note the capital subsidy and depreciation given to wind farms makes it much more lucrative to just build wind energy turbines rather than on focusing on the electricity generated . This has made many wind farms generate only half of the electricity given by normal wind turbines. Note the article also emphasizes on giving subsidies to the poor through loans and subsidies for biomass energy to shift them from dirty energy sources like kerosene.
February 29, 2012
China's solar panel companies can used their government banks backing as a major competitive advantage. Just like their telecom equipment companies ZTE and Huawei they can use the debt to win contracts over suppliers from India and elsewhere. Note there is a already a major controversy in the USA over the subsidies and support given to Chinese solar companies and has led to a so called solar trade war between the two . Even USA has used its EXIM Bank to provides millions of dollars in financing of solar farms which are supplied by US Solar Panel producers First Solar. Chinese companies Goldpoly are using the strong billion dollar lines to build solar projects in the Europe as well
February 27, 2012
The falling prices of solar panels has made almost impossible thought of solar electricity prices possible today. In a state auction of solar projects ,a small company Alex Green Energy bid only 14c/ KwH to win the auction. The price is lower than that seen in the Indian federal subsidy auction JNNSM. Note Rs 7/ Kwh that was bid is close to the Rs 6-7/ Kwh retail electricity prices in most cities in India.Note in the first phase of auction the lowest price was more than 50% higher at Rs 10/ kwh
February 27, 2012
Solar Power in India grew by 400% in 2011 thanks mainly to the growth of large solar farms built using government subsidies. However there are hardly […]
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