David Jackson
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Playing The Polysilicon Glut [View article]
Big picture insights like that seem obvious after the fact, but it's easy to miss them, and they have a huge impact on investment performance.
First Solar Q4 2007 Conference Call - Visualization [View article]
We heard from readers that scrolling down through very long documents -- in this case transcripts -- was annoying. So we switched to a paginated view.
Big mistake. We severely reduced the usability of the transcripts.
In our next release (within a month), we'll restore the one page view of transcripts.
5 Must-Read Stories in Oil and Alternative Energy [View article]
Punkin611, Please tell us more about the stock. What do you like about it? What's the upside, and what are the downside risks?
5 Must-Read Stories in Oil and Alternative Energy [View article]
Also, any idea whether there are differences in plant building costs for corn versus sugar based ethanol production?
5 Must-Read Stories in Oil and Alternative Energy [View article]
Questions for you: In your view, how do the economics of sugar based ethanol compare to corn-based ethanol? Don't you think that both will drive up the price of the underlying commodity? And given that the transport problems are the same, how much do you think the difference between corn and sugar matters?
First Solar Earnings Strong, Shares Up - The Sector is Shining [View article]
"The huge beat - revenue ex a special gain of 49 cents versus an expected 19 cents..."
And we've now corrected that to:
"The huge beat - EPS ex a special gain of 49 cents versus an expected 19 cents..."