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David Jackson

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  • Playing The Polysilicon Glut [View article]
    Dana, your core point - that alt energy investors should be on the buy side and not the sell side of polysilicon - is *exactly* right.

    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.
    Apr 19 02:03 AM | Likes Like |Link to Comment
  • First Solar Q4 2007 Conference Call - Visualization [View article]
    Anon,

    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.
    Feb 14 05:01 PM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby, Great info. Thank you.

    Punkin611, Please tell us more about the stock. What do you like about it? What's the upside, and what are the downside risks?
    Jan 16 03:41 PM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby -- really interesting; thank you! What's the key transportation problem: moving the raw material (in this case sugar or corn), or moving the ethanol?

    Also, any idea whether there are differences in plant building costs for corn versus sugar based ethanol production?
    Jan 16 08:05 AM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby and Geral, thanks for clarifying that Cosan isn't a corn-based ethanol producer.

    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?
    Jan 14 03:03 PM | Likes Like |Link to Comment
  • First Solar Earnings Strong, Shares Up - The Sector is Shining [View article]
    We fixed a typo in this post. The original read:

    "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..."
    Nov 9 02:04 AM | Likes Like |Link to Comment
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