Micro Caps

[Incite101]

The truth is, the solar sector is growing so quickly, demand is and will outpace the production ability of all the solar companies world wide for years to come. You can practically throw darts at picking solar stocks and still have a reasonable degree of success.

The solar industry is so much in it's infancy that as an example, China alone, just one country, is building the equivalent of a 1 Gigawatt of coal fired plants each and every day. At the time of this writing, no solar company has manufactured more than 1 Gigawatt of solar cells with in an ENTIRE YEAR.

Unbelievable growth going forward.

Looking at what I call "portfolio kickers" (emerging companies that are showing signs of explosive growth) I have come across a small relatively unknown company that started to turn in to a solar energy company in late 2007, nearing completion; based in China, with North American sales channels http://terrasolar.com/contactus.html, traded in the US on the NASDAQ stock market.

The company is China Technology Development Group Corporation (CTDC)
http://www.chinactdc.com/
Only a mere 15,008,665 shares of Common Stock outstanding as of December 10, 2007

The sole NASDAQ listed subsidiary of China Merchants Group ("China Merchants") http://www.emporis.info/en/cd/cm/?id=chi... , one of their largest shareholders since January 2007. China Merchants was founded in 1872 and has, over the decades, grown into a diversified conglomerate with over HK$60 billion (US$7.7billion) in total assets. Through China Merchants, CTDC has been afforded a unique platform to enter the vast renewable energy application market in China.

Having entered the booming solar energy sector in 2007, CTDC is the pioneer producer of cutting-edge thin-film technology in the Photovoltaic (PV) industry in China. In September, CTDC formed a strategic partnership with a US based thin film PV company that has been involved in photovoltaics for 30 years to manufacture and sell the proprietary SnO2 base plates, a key component of a-Si (Amorphous Si) Thin Film PV products, which can optimize the performance of Building Integrated Photovoltaic (BIPV). In addition, the Company manufactures and distributes PV application and other energy-saving products.

Purchased a strategically located manufacturing plant located at China Merchants Zhangzhou Development Zone ("CMDZ") in China for manufacturing PV solar thin film base plates.

The Company expects to complete the installation of it's showcase production line by January of 2008

And to be operational in late 1st quarter to early 2nd quarter of 2008.

http://biz.yahoo.com/prnews/071213/hkth0...

Liquidating it's non-core assets to further develop its core businesses http://biz.yahoo.com/prnews/071220/hkth0...




CTDC is without question at this stage a speculative play. However, for me personally; I believe it's perfect as a "portfolio kicker" (small position) just for fun and perhaps a whole lot more, with it's old money investment through China Merchants and cutting edge American thin film technology going in to production early 2008. Again JMHO. Please do your own due diligence before making any investment of your own. GL ... http://geography.about.com/od/population...