SwingTrade Member Forum

[jaybird249]

EMKR CHEAPEST NASDAQ SOLAR 40% Solar Efficiency
Here are the major reasons EMKR is most attractive solar stock to buy:

1) 40% SOLAR CELL EFFICIENCY: EMKR'S Gallium Arsenside solar chips provide 40% + efficiency. Noone else even comes close. SPWR isn't much above 20%, the Chinese module makers are in the teens. FSLR is in single digits.

2) $1 BILLION IN CONTRACTS ANNOUNCED OR PENDING:
-Recently announced Ontario contract will add $200 to $250 million sales over three years.
-Pending Spain agreement is almost three times (150 MW) the size of the Ontario project: POTENTIAL SALES OF $.75 BILLION.

3) PROFITABILITY IN 2008: In December 17 PR, EMKR PROJECTED PROFITABILITY FOR 2008. 2008 annual revenue guidance to be raised over initial indication of $210 - $230 million !!


4) HUGE DISOUNT TO SECTOR: EMKR is trading at a HUGE discount to other solar stocks. EMKR has a market cap of $.75 billion. ALL other solar stocks with 2008 profit expectations trade FOR A MUCH HIGHER MARKET CAP RANGING FROM $1.4 BILLION TO $21.8 BILLION. IF EMKR ACHIEVED THE LOWEST MARKET CAP OF OTHER SOLAR STOCKS IT WOULD BE $28!! HOWEVER WITH EMKR'S BREAKTHROUGH EFFICIENCY A MUCH HIGHER MARKET CAP IS WARRANTED!
Solar stock market cap, Billions:
WFR 21.8
FSLR 21.5
STP 14.8
SPWR 11.4
LDK 5.47
YGE 3.7
JASO 3.5
ENER 1.4
ESLR 1.62
SOLF 1.6
EMKR .75

IMO EMKR will be the solar stock of 2008. It has all the ingredients to make it the most attracvtive solar buy: Market cap at a fraction of other solar stocks and a 40% cell efficiency that blows way competitors.