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GT Advanced Technologies, Inc. Message Board

johnnie_beans 104 posts  |  Last Activity: Jan 29, 2015 4:49 PM Member since: Feb 8, 2005
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  • Reply to

    Mild Recovery

    by winonegipper Jan 23, 2015 2:05 PM
    johnnie_beans johnnie_beans Jan 29, 2015 4:49 PM Flag

    Good chance the tax credits will be extended. Solar will be on a roll and they should keep it going. At the Needham conference, Paul Nahi went so far as to say the credits will no longer be needed.

  • johnnie_beans by johnnie_beans Jan 25, 2015 7:21 PM Flag

    Here is a factor driving the growth of renewable energy in Califirnia.

    California’s utility companies are up against a 2020 deadline to produce one-third of the state’s electricity using renewable generation sources,

  • Reply to

    Job Fair

    by islandbrook2000 Jan 25, 2015 4:16 PM
    johnnie_beans johnnie_beans Jan 25, 2015 4:55 PM Flag

    "parking lot full" on a Sunday. Great on the ground report. Thanks.
    They did say demand was now exceeding supply but they are still seeing pricing pressure which may change going forward. I assume If they can make the cells and the modules in Canada for the US market they will avoid the 17.5% tariff on the China made cells. They did say the were switching t the higher efficient PERC cells (over 20%) and maybe they will be making them in Canada.

  • Reply to

    SOLAR IN TROUBLE?

    by fangfylfada Jan 21, 2015 10:01 PM
    johnnie_beans johnnie_beans Jan 22, 2015 4:03 AM Flag

    While lacklustre economic growth could slow demand for gas, the rise of solar and returning nuclear plants will also cut LNG consumption for power generation in the mid-term, analysts have said.
    Applications for solar installations surged after the government introduced a generous feed-in-tariff, with the Ministry of Economy, Trade and Industry licensing 66 GW of residential and non-residential solar capacity by March 2014.
    While the country’s monopolistic power utilities have attempted to slow the spread of solar panels across the country, rooftop systems and utility-scale projects are becoming more popular.
    "The roof rental business for solar power generation in Japan is gradually expanding to include ordinary residences as well as public facilities and commercial structures," the Institute for Energy Economics of Japan said on Wednesday.
    Faced with high utility bills and falling panel costs, solar systems are looking increasingly competitive in the country, Japan’s Renewable Energy Foundation (JREF) said last week. The organisation forecast that, on current trends, solar rooftops could out-compete grid electricity by 2015.
    "In five years the cost of electricity from solar rooftops has decreased from ¥50 per KWh to less than ¥30/kWh. At the same time household electricity prices have increased in several, though small, steps," said JREF.

  • johnnie_beans by johnnie_beans Jan 20, 2015 4:00 PM Flag

    Solar stocks are down due to lower oil prices AND slow down in Chinese economy. Chinese economy only grew at 7.4% instead of 7.5%. Big wupdedoo. No more solar? They will all wear gas masks instead of building out green energy according to the analysts.

  • Reply to

    Hello 18s....

    by disownedbydeath Jan 20, 2015 12:52 PM
    johnnie_beans johnnie_beans Jan 20, 2015 1:44 PM Flag

    It is already 2 times normal volume and there is over 2 hours left to go.

  • johnnie_beans johnnie_beans Jan 20, 2015 1:33 PM Flag

    Probably a good sign they believe oil prices will stay down for the long term and they do not want to decrease the demand for their primary source of income. Solar does not compete with oil in most economies. Their economy is an exception. They may all wind up wearing gas masks.

  • Amid its bullish assessment of the nation’s ongoing boom in shale oil and gas, the leading fossil fuel trade group clearly and unequivocally acknowledged the threat of global warming, and highlighted — at some length — the steady rise of solar power as an encouraging sign.

    “Few things threaten America’s future prosperity more than climate change,” the report declared. “But there is growing hope: Every 2.5 minutes of every single day, the U.S. solar industry is helping to fight this battle by flipping the switch on another completed solar project.” The report goes on to note that the solar power sector has shaved installation costs and enjoyed over 40 percent growth over the last year:

    Simply put, when looking at America’s energy future, solar can be a real game changer, providing more and more homes, businesses, schools and government entities across the United States with clean, reliable and affordable electricity while also helping states to meet proposed new obligations under … the Clean Air Act.

    Stand up and salute the solar companies and buy a few shares if you dare.

  • johnnie_beans johnnie_beans Jan 20, 2015 1:05 PM Flag

    You are right about the momentum.

    From the recent pitch at the Needham Growth Conference: "4.5 GWDC total project development pipeline."

    From the last CC: "The question for us is not is there enough opportunity, it is to screen out all of the opportunities that come to us."

  • Solar stocks are in the dog house due to falling oil prices?
    This is the most profitable solar stock and has an increasing backlog.
    This stock not only has a low P/E, the backlog is being given no value.
    The market cap is equivalent to about one quarter's worth of revenues.

  • johnnie_beans by johnnie_beans Jan 15, 2015 12:20 PM Flag

    According to the WSJ, Desay Battery, a leading battery management system and battery pack supplier in China, has created a smartphone with a sapphire crystal display called the Mirror X5. The device will be available through China Mobile (NYSE:CHL) for Rmb 999 (US$160). Full details of the specs have yet to be released by the company, but what we do know is that the smartphone features a 5" 720p sapphire crystal display and is powered by quad-core 1.5GHz Mediatek chip. The phone also features a 13MP F2.0 rear camera and a 5MP front-facing camera. Most important, the addition of sapphire crystal display did not come at the expense of weight (139g vs. iPhone 6's 129g) and thickness (6.95mm vs. iPhone 6's 6.90mm). The 2050mAh battery also stacks up against the iPhone 6's 1,810mAh and can support over 60 hours of music or 5 hours of video. Finally, the device is LTE-capable on CHL's network.

    Despite lack of details surrounding the device, one thing is clear and Desay's move underscores my view that Chinese smartphone makers are aggressively competing against Apple (NASDAQ:AAPL) on the hardware and ecosystem fronts.

  • Reply to

    Analysts?

    by johnnie_beans Jan 7, 2015 7:48 AM
    johnnie_beans johnnie_beans Jan 7, 2015 10:05 AM Flag

    Needham & Company analyst Y. Edwin Mok reiterated a Buy rating and $20 price target on Enphase Energy (NASDAQ: ENPH) calling it their favorite solar name in 2015.

    Mok commented, ": In conjunction with our industry report published today titled, "We Are Buyers of Solar Stocks in 2015," we highlight ENPH as our favorite solar stock in 2015 based on multiple growth opportunities, its strong position in U.S. residential, and profitable growth ahead. Enphase delivered strong, 46% revenue growth in 2014 (based on mid-pt), and we see its growth trajectory extending into 2015-16, driving upside to consensus estimates. While ENPH stock more than doubled in 2014, we see strong performance for solar stocks in 2015 enabling ENPH share price to move higher. We believe ENPH is a unique technology growth story in the solar sector, ideal for small-cap growth investors looking to participate in a growing industry."

  • johnnie_beans by johnnie_beans Jan 7, 2015 7:48 AM Flag

    Useless? Goldman Sachs issues SELL price target $11. On the same day Needham & Co. says BUY, price target $20 calling it their favorite solar name for 2015. I agree with Needham.

  • Reply to

    Battery is a real find. 20 year life!

    by tblakeslee Jan 5, 2015 1:14 PM
    johnnie_beans johnnie_beans Jan 6, 2015 8:21 PM Flag

    Will be available for sale 2H15.

  • Reply to

    Battery is a real find. 20 year life!

    by tblakeslee Jan 5, 2015 1:14 PM
    johnnie_beans johnnie_beans Jan 5, 2015 11:05 PM Flag

    Google: Enphase-AC-Battery-Brochure-1.pdf

  • Reply to

    Battery is a real find. 20 year life!

    by tblakeslee Jan 5, 2015 1:14 PM
    johnnie_beans johnnie_beans Jan 5, 2015 7:52 PM Flag

    ENPH has chosen lithium ion phosphate for their battery chemistry. They incorporate an Inverter to make their 40 pound plug and play AC battery module.

  • johnnie_beans johnnie_beans Jan 3, 2015 10:24 AM Flag

    (Reuters) - Prime Minister Narendra Modi has ramped up his target for solar energy as he bets on renewables to help meet rising power demand and overcome the frequent outages that plague Asia's third largest economy, a senior official told Reuters.

    India gets twice as much sunshine as many European countries that use solar power. But the clean energy source contributes less than 1 percent to India's energy mix, while its dependence on erratic coal supplies causes chronic power cuts that idle industry and hurt growth.

    Modi now wants companies from China, Japan, Germany and the United States to lead investments of $100 billion over seven years to boost India's solar energy capacity by 33 times to 100,000 megawatts (MW), said Upendra Tripathy, the top official in the Ministry of New and Renewable Energy.

    That would raise solar's share of India's total energy mix to more than 10 percent. In Germany, a leader in renewable energy, solar accounted for about 6 percent of total power generated in 2014.

  • Reply to

    Confidential treatment order

    by yert212 Dec 29, 2014 2:30 PM
    johnnie_beans johnnie_beans Dec 29, 2014 6:38 PM Flag

    Not a big deal. It was related to the contract details they have with a customer Vivant solar. Read the contract that was attached to the 10Q and you can see what was *** out.

  • Will GTAT and Merlin get to participate? "GT Advanced Technologies to Present Merlin(TM) Interconnect System at Intersolar India in Collaboration With Waaree Energies Limited India."

    India is making a massive commitment to the solar industry and it may be poised to have the world's largest solar power plant with plans for a 750 MW project. India's "ultra mega solar power plants" are part of a 25 GW plant to make the country a solar powerhouse. For some perspective, that's enough solar energy to power the equivalent of 4.1 million U.S. homes, and about half of the solar expected to be installed in all of 2014, so the opportunity for the industry is massive. clamoring

  • Reply to

    The battery issue is a red herring.

    by speculawyer9 Dec 22, 2014 2:36 PM
    johnnie_beans johnnie_beans Dec 23, 2014 9:55 AM Flag

    ENPH's unique 40 pound, one man install, plug and play AC battery approach will go a long way toward simplifying and accelerating the use of batteries in solar systems. The cost of the batteries will come down significantly as the use of batteries increases for electric vehicles and back up storage. Some countries that are adopting solar do not have developed grids and batteries can replace or reduce the need for back up diesel generators. ENPH is out in front of the curve.

GTAT
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