Apfelbach pretty much said they were short listed and were getting a contract in the 1st quarter of next year.
Now what are the chances that doesn't happen, even though they are the only battery #$%$ the list?
I would say that will be their last chance to save the farm, before it's lights out!
But didn't you know, the addressable market is now $65 Billion and ZBB is right in the thick of it, the leading technology company in its field, that being a Kool-Aid dispenser : )
Makes for a business with plenty of upside leverage, if someone wanted to come refinance the debt, or get rid of some of it, in a take out of one of the largest players in a industry.
With lower debt, they'd have an instantly profitable company and access to capital needed to build new projects and expand capacity.
TSL strong today, would have earned .34 had it not been for currency loss.
Keep an eye on Japanese Yen moving up and oil for a cue to where all solars will go.
Most likely Noor II will be solar thermal, a completely different technology than what SPWR offers, but it would be good to see SPWR get in with Saudi ACWA which looks to be the winning bidder?
Morocco secured a $519m loan from the World Bank in early October to partly finance the second phase of construction, which will see two solar plants built with a combined capacity of up to 350 MW. One plant, Noor II, will have a capacity of at least 200 MW based on parabolic mirror technology, while the other, Noor III, will consist of a solar tower with a capacity of at least 100 MW.
MASEN launched both tenders in late 2013, with results expected in the coming weeks.
My thought: Doesn't SPWR have the lowest LCOE on the market today in their C7 or C12 parabolic mirror technology, making the Noor II 200MW tender a virtual shoe in?
I guess we'll find out in the upcoming weeks, when the Moroccan tender results are announced.
Oh that's right, we already have that in EV's : )
What will we ever do without gas, I can't even imagine. And that's the way the oil companies would like to keep it.
BMW to license TSLA supercharger stations and begin offering a TSLA compatible charger, is my guess.
In the weeks leading up to last week’s APEC summit, China closed factories and limited traffic in Beijing so the air wouldn’t be offensive to visiting dignitaries. In the capital, 141 enterprises were asked to cut production from Nov. 3 to Nov. 11, according to the Municipal Environmental Protection Bureau. Xinhua News Agency said limits were placed on 3,900 plants in Hebei province and 1,953 firms in Tianjin city.
And knock on wood, if oil prices rally, we could see a big push in all things solar
The growth, earnings and guidance are there for CSIQ, JASO, JKS with China stabilizing to improving in a market that has been battered.
Was long SUNE until this morning, took my small gain and ran : #$%$
Mtwashingtonmike is short SPWR via options, wonder if he'll put on his long again, once we close over 29?
Yep, SUNE reminds me of the "gold rush". If they actually pull of this levered growth without imploding, it would be quite the show.
Great trading stock though!!!
And if you actually walked the walk, rather than just talking the talk ... guess what, you'd be able to sell those exact same shares down the road at a much higher price. It's called conviction. You know your stock is undervalued today, so why sell?