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ArQule Inc. Message Board

doron_allen 212 posts  |  Last Activity: 1 hour 11 minutes ago Member since: Mar 23, 2012
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  • just wait and see!

    Sentiment: Strong Buy

  • doron_allen doron_allen 8 hours ago Flag

    Continue

    4.8% and 4.59%: The yields on SolarCity's first two securitization deals. Solar power is becoming big business in the financial industry, and in the past six months, SolarCity has completed the industry's first two securitization deals for $54.4 million and $70.2 million, with interest rates of 4.80% and 4.59%, respectively.
    $5.7 billion: Solar financing is just getting started, and GTM Research predicts that the residential market will see financing grow from $1.3 billion in 2012 to $5.7 billion by 2016. This is big business, folks.

    Sentiment: Strong Buy

  • doron_allen doron_allen 8 hours ago Flag

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    Solar is already big business
    The solar industry has gotten a bad rap after the failure of high-profile companies like Solyndra, but it's a huge business that very successful investors are betting big on.
    579 MW: The size of the largest solar power plant in the world, currently being built by SunPower. When completed, this single project will provide enough power for 400,000 homes.
    $2.5 billion: The amount Warren Buffett's Berkshire Hathaway subsidiary MidAmerican Energy paid for SunPower's 579 MW Solar Star project.
    377 MW: The size of the Ivanpah concentrated solar system, which NRG Energy (NYSE: NRG ) , Google, BrightSource Energy, and Bechtel recently completed. It is the largest solar concentrator in the world and will provide enough power for 140,000 homes.

    Sentiment: Strong Buy

  • doron_allen doron_allen 8 hours ago Flag

    Continue

    $109 billion: The amount of money Saudi Arabia -- yes, the oil exporter -- plans to spend to meet its goal of a 100% renewable-energy future. The plan is beginning to take shape, starting with an expected 1 GW tender later this year. If that doesn't make oil companies nervous, I don't know what will.
    A look at U.S. solar The U.S. solar market has gone through many changes over the past decade and has been a political punching bag for years. But the industry now is at a sustainable cost structure, and even the pending reduction of the investment tax credit can't stop solar growth. Here's how far it's come in just a few years. 29%: The percentage of new electric capacity that installed solar accounted for in the U.S. in 2013, up from 10% a year before. 41%: The growth in U.S. solar installations in 2013 to 4.75 GW.
    800,000: The number of homes that can be powered with the solar power installed in 2013 alone.
    $2.59: The per-watt weighted average cost to install solar power in the U.S. in Q4 2013, down 15% from a year earlier. 34%: The amount residential solar installations have fallen in cost from Q1 2010 to Q4 2013 in the U.S., to $4.59 per watt. 59%: The amount utility-scale solar projects have fallen in cost in the same time frame, to $1.96 per watt. 55%: The percentage of of all U.S. residential solar installed in California in Q4, up from 43% in Q1 of 2010. No doubt, California dominates solar.
    142,698: The number of people employed in the solar industry as of last November, up 19.9% from a year earlier, or 10 times the national average growth rate. 99%-plus: The amount the cost of solar panels has fallen since 1978, when RGS Energy sold the first retail solar panel for $100 per watt. Today, a standard solar panel costs around $0.65 per watt. 3 minutes: How quickly SolarCity (NASDAQ: SCTY ) recently said it's signing a new solar customer -- every three minutes in the 14 states it operates in.

    Sentiment: Strong Buy

  • April 20, 2014

    In the past few years alone, the solar industry has gone from a clean energy source that required subsidies just to stay afloat to a full-fledged economic force. Solar energy is now passing grid parity in Europe, the southwestern U.S., South America, South Africa, and many other parts of the world. As costs fall, even more locations will find solar power to be economical, opening up a global electricity market worth over $1 trillion annually.
    Here are just a few amazing statistics that show just how far solar energy has come and how big an opportunity it is for investors.
    Solar is one of the fastest growing markets in the U.S. and a big provider of new jobs and new electrical generation. Image: SunPower.
    A global look at solar
    To start, let's put the global solar industry in some perspective.

    37 GW: The number that global solar installations hit in 2013, according to the most recent data from Solarbuzz. That's enough to power over 6 million homes.
    50 GW: How big the solar market is projected to be in 2014, 35% higher than last year.
    12 GW: The amount of solar installed in China last year, followed by 9.5 GW in Japan, 4.4 GW in the U.S., and 3.3 GW in Germany.
    13.28 Euro cents/kW-hr: Germany's feed-in tariff rate for small rooftop systems, which is one-third of the average electricity cost for households of 29.2 Euro cents/kW-hr.
    9.19 Euro cents/kW-hr: Germany's feed-in tariff rate for large solar systems.
    70 MW: The size of the largest merchant solar power plant (meaning the power will be sold to the grid at market prices) in the world, which SunPower (NASDAQ: SPWR ) is building in Chile. The project will be 20% owned by the oil giant Total (NYSE: TOT ) , which also owns 66% of SunPower.
    4 GW: The size of the solar project being planned in India, which would easily be the world's largest. Its estimated cost is $4.4 billion.

    Sentiment: Strong Buy

  • doron_allen doron_allen 9 hours ago Flag

    You are missing, it's a new article from April 20, 2014, 9:30 am. Search it with GOOG you can find the article and see the date.

    Sentiment: Strong Buy

  • doron_allen doron_allen 22 hours ago Flag

    Continue:

    There are headwinds that could slow the company’s plans, however. Talks of a tariff on imports of Chinese solar components suggest the possibility of production problems and increasing costs, though the analysts expect SolarCity Corp (NASDAQ:SCTY) to be able to react credibly to that challenge should it present itself. Based on the company’s cost cutting efforts and confidence in management’s ability to expand in the long term, the Baird analysts put a price target of $75 per share on SolarCity Corp (NASDAQ:SCTY). It’s clear, however, that the analysts are expecting the company to see volatility as it heads toward that goal. Any estimates relate to the company’s long term business, rather than its short term efforts. SolarCity is a long term investment
    Like Tesla Motors Inc (NASDAQ:TSLA), the other hot Elon Musk property, SolarCity Corp (NASDAQ:SCTY) is not a stock that investors should jump in on expecting near term profits. The company’s industry is newly formed, and it has a significant amount of evolution to undergo before it is close to mature.
    According to the report, SolarCity Corp (NASDAQ:SCTY) is trying to “take advantage of the near current tax equity environment to install as many MWs as possible before incentive schemes in the U.S. change.” The firms current model is growth in an environment that tries to promote it. In the long term SolarCity Corp (NASDAQ:SCTY) is likely to be a very different business. Baird put a $128 “Blue Sky” price target on shares in SolarCity Corp (NASDAQ:SCTY). That number applies to the most optimistic forecast of the company’s performance over the long term. The analysts say they will revisit the long term valuation of the company in a future report.

    Sentiment: Strong Buy

  • April 20, 2014, 9:30 am

    SolarCity has been upgraded to perform by Baird as the company's rooftop offerings look set to reap dividends. SolarCity Corp (NASDAQ:SCTY) has performed better than most other momentum stocks in 2014. The company has traded flat since the start of the year, avoiding the loss of value suffered by many other growth stocks. The company is still well below its 2014 high, however, and it will take some time for it to recover that value. A new report from Baird lays out a way it might do just that. According to Ben Kallo and Tyler Frank, who authored the Baird Research report on Elon Musk’s solar exploit, SolarCity Corp (ASDAQ:SCTY) business justifies a $75 price target. The company is, according to the analysts, priced at a level that forms an excellent buying opportunity. SolarCity reduces costs and expands production
    One of the most important efforts of SolarCity Corp (NASDAQ:SCTY) right now is cost reduction. The company estimates it can reduce its costs by 30% while retaining value of $1.90/watt. The firm is currently lowering customer acquisition costs and increasing labor efficiencies in order to meet this goal.

    Sentiment: Strong Buy

  • Reply to

    Solar City target price $128

    by doron_allen Apr 19, 2014 10:55 AM
    doron_allen doron_allen Apr 19, 2014 10:58 PM Flag

    Shorts must be under pressure, I expect to see short squeeze this week !!

    Sentiment: Strong Buy

  • doron_allen by doron_allen Apr 19, 2014 10:58 AM Flag

    Solar City share price will gain sharply 5% - 10% EOW price $70. After earnings $85 or more.

    Sentiment: Strong Buy

  • doron_allen by doron_allen Apr 19, 2014 10:55 AM Flag

    wish i could be there to celebrate. thank you. since then the stock pulled back by about 30%. that was a great call in materials of missing the market that took these momentum stocks down. has anything fundamentally changed aside from that pullback? i think a couple things. solar city is the fastest growing market. which could grow as fast as 50% year over year. we want to be involved in that. the valuation helps for us to step in and upgrade the stock. ben, people act like no one else is in the space. so they give solar city the bid for the only way you can play this growth. i think that's a narrow focus. give us sense of other people on the radar screen or what do you think about the competitive landscape. sure. it definitely is condensing to a few different players. sun power is one to play it. there are only a few players because of the tax equity and the financing needed to drive this market. it's around a few of the players like a solar city and sun power. you got a bluesky valuation on solar city of $128. how much do we need the market to cooperate in order for us to see a turn around in solar city? this is caught in towards high-flying stocks. really the reason for that blue sky valuation we did today was because that we can actually now see out past the expiration of some of the tax credits that drive this market. this market is not going away. there's a lot of momentum. solar city and others continue to drive down costs. that allowed us to go out and do the blue sky valuation. i have to go with one risk looking out five years. we want to pay attention to the interest rates because that does affect the overall market.

    Sentiment: Strong Buy

  • Earnings results and not all the issues that were posted here. The second important argument is the market status. Technical charts are nice for playing games in theory. Practical/professional investors do not invest by a gamble, they put the money on a share after they get internal information, above 25% of Solar City shares are held by institutes, it's near $1.5 billion. They hold analysts they measure every single hour the company performance, in case of (earnings) disaster they know first, and you may see a huge pullback in share price during 2-3 weeks before date of earnings.

    Sentiment: Strong Buy

  • hope he will not be back!

  • doron_allen doron_allen Apr 17, 2014 8:47 AM Flag

    Yes, there is a big undervalue at Solar City share and more then this you can see that it's oversold for a very long time.

    Sentiment: Strong Buy

  • doron_allen doron_allen Apr 17, 2014 8:38 AM Flag

    If you continue this way you will lose a lot of money, the chart never lie.

    Sentiment: Strong Buy

  • April 17th, 2014
    SolarCity Corp (NASDAQ:SCTY) was upgraded by equities researchers at Robert W. Baird from a “neutral” rating to an “outperform” rating in a research report issued on Thursday, AR Network reports. The firm currently has a $75.00 target price on the stock. Robert W. Baird’s price target suggests a potential upside of 33.67% from the stock’s previous close.

    Other equities research analysts have also recently issued reports about the stock. Analysts at Deutsche Bank reiterated a “buy” rating on shares of SolarCity Corp in a research note on Friday, April 4th. Separately, analysts at Raymond James upgraded shares of SolarCity Corp from a “market perform” rating to an “outperform” rating in a research note on Friday, March 28th. They now have a $75.00 price target on the stock, up previously from $60.74. Finally, analysts at Goldman Sachs cut their price target on shares of SolarCity Corp from $88.00 to $85.00 in a research note on Wednesday, March 19th. Two research analysts have rated the stock with a hold rating and five have issued a buy rating to the company. SolarCity Corp presently has an average rating of “Buy” and an average target price of $76.00.

    Sentiment: Strong Buy

  • momentum is very bullish.

    Sentiment: Strong Buy

  • doron_allen by doron_allen Apr 16, 2014 4:29 AM Flag

    rebound is simply natural, the present price is undervalued and the share is oversold, balanced price is around $65 - $67.

    Sentiment: Strong Buy

  • all tec. indicators are pressed down maximum.

    Sentiment: Strong Buy

  • Reply to

    Robots are trading this share.

    by doron_allen Apr 15, 2014 10:05 AM
    doron_allen doron_allen Apr 15, 2014 11:41 AM Flag

    you look like a robot!

    Sentiment: Strong Buy

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