Solar Stocks

[Incite101]

"Suntech Power (NYSE: STP), a leading module manufacturer that released third-quarter results yesterday... Let's check out the circuitry here and see if we're looking at a longer-term winner.
At present, no module maker can go toe-to-toe with China's Suntech when it comes to sheer scale. The firm reached 420 megawatts of production capacity at the end of the quarter, and anticipates hitting its one-gigawatt production target by the end of 2008, two full years ahead of schedule. That's a lot of juice.

The capacity ramp, combined with a deluge of demand, helped Suntech surpass its production guidance and sell more than 100MW of modules in the quarter. This catapulted net revenue 137% higher, and net margins of 13.8% brought $53 million down to the bottom line. Best of all, the company reported not only accounting profits, but positive operating cash flow. You might be surprised to hear that this was a first for the company since its IPO, but cash generation has finally caught up with capital expenditures." http://www.fool.com/investing/high-growth/2007/11/16/suntech-powers-ahead.aspx




Real Good Company...
Suntech Chairman and CEO Dr. Zhengrong Shi Named One of TIME's 2007 'Heroes of the Environment'
PR NEWSWIRE
Posted: 2007-10-24 14:11:02
SAN FRANCISCO, Calif., Oct. 24 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP) one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that Dr. Zhengrong Shi, Suntech's Chairman and CEO, has been named one of TIME magazine's 2007 "Heroes of the Environment." TIME International's selection of 43 heroes celebrates "the most innovative and influential protectors of the planet."

Dr. Shi shares TIME's honor with leaders and visionaries including Nobel Peace Prize Laureate Al Gore, German ChancellorAngela Merkel and Charles, Prince of Wales; activists and scientists including Kenyan environmentalist Wangari Maathai, director of NASA's Goddard Institute for Space Studies James Hansen, and the design team of the Toyota Prius; and moguls and entrepreneurs including Richard Branson , founder of the Virgin brand of over 360 companies, General Electric 's CEO Jeffrey Immelt, and Tulsi Tanti, founder of Suzlon, the world's fourth largest wind-turbine maker.
http://money.aol.com/news/articles/_a/suntech-chairman-and-ceo-dr-zhengrong/n20071024141109990002






Ron Pernick and Clint Wilder's new book, The Clean Tech Revolution: The Next Big Growth and Investment Opportunity, is not intended as an investor's guide to what has been called the biggest economic opportunity of the century, but it does serve as a useful primer for those looking to bone up on their understanding of "clean tech"

[Each chapter ends with a useful section entitled "Ten companies to watch." The companies mentioned are not offered as investment recommendations, but from my experience, they do offer investors a solid starting point for beginning one's due diligence. For instance, the chapter on solar energy highlights Suntech Power (NYSE: STP)] http://www.fool.com/investing/general/2007/11/16/foolish-book-review-the-clean-tech-revolution.aspx





IMO: SunTech will be the undisputed leader in the design, development, manufacture, and marketing of photovoltaic (PV) cells and modules. The highest quality at the lowest price. They have invested heavily in manufacturing infrastructure and are just beginning to penetrate the US market. In emerging markets, one company always takes the lead and never looks back. SUNTECH POWER will be the Solar Energy TITAN as MSFT was and is to operating systems and CSCO was and is to routers. Fantastic R/D, rapidly growing sales channels and very inexpensive labor costs equate to unprecedented growth in an unprecedented growth sector. Again JMHO and as always please do your own due diligence. If nothing else, just keep an eye on STP.