InvestorsHub Logo
Followers 0
Posts 290
Boards Moderated 0
Alias Born 01/04/2011

Re: SurgeGuy2.0 post# 5447

Monday, 01/24/2011 6:32:38 PM

Monday, January 24, 2011 6:32:38 PM

Post# of 17880
Thank you, I will apologize for the long post but I am limited to how many I can post a day, I think 15 a day.

I think that TMSH has a lot of potential but I am just a little impatient to see where the company is on getting those confidentiality agreements removed so we can see the information about who the participating companies are that TMSH is working with. That will be nice.

I also found a lot of other links, there are so many, on all the green projects in the European Countries and Asia. I have been learning that the US is far behind on building out these types of energy projects and it appears to me that we should request that TMSH should look into partnering to be involved with projects here in the US. Now that I say that maybe they are. Made myself giggle.

If you click on this link it shows the largest PV Solar Parks being built around the world.

http://www.pvresources.com/en/top50pv.php

Now if you go to this link below there are several pdf Reports that I have been reading and now understand why TMSH is taking on these projects and why they are doing it in Europe; Bulgaria, Romania, India, Indonesia and the Philippines, then also I learned they will be going into Canada with the Biomass and I think I was told a large wind farm.

http://www.epia.org/publications/epia-publications.html

And it looks as if this is just the start of what TMSH is doing. The pdf Report titled Solar Generation 6 Executive Summary really shows how much has been developed in Europe. It is mind boggling to say the least.

I apologize I do not know how to send a pdf file or past it here otherwise I would share it that way. Can you explain to me how to do that? Thank you.

This is some of the information from that pdf report.

There are virtually no constraints of material availability, no industry limitation, no environmental constraints to the deployment of solar PV electricity. Solar PV electricity has an excellent environmental footprint; in average, the energy necessary to produce a PV panel is approximately from two years to 6 months -depending of the location- of the electricity it will produce during its lifetime, which is of at least 20 or 25 years.

Once PV was a curiosity used for space exploration. Since then, a real market has seen the day. In 2009 in Europe, PV has reached the 3rd place following wind and gas in terms of annual new installed capacity and is expected to go even higher in 2010. With more than 30 GW of PV installed at the end of 2010, solar electricity is going mainstream.

Prices are dropping fast With PV prices dropping consistently by 22% each time the cumulated global production doubles, PV prices have dropped by 40% over the last two years and are expected to decrease up to 60% in 2020. The average efficiencies of solar modules have also improved a couple of percentage points per
year. It ranges currently at 15-19 % and with a target of 18-23% in 2010, the efficiencies in 2020 will drive prices even further down and concentrator PV systems will reach efficiencies above 30% in the coming years.

Now this is very interesting in what they say here.

The Reference Scenario is based on the reference scenario found in the International Energy Agency’s 2009 World Energy Outlook (WEO 2009) analysis, extrapolated to 2030. According to this,
China and India are expected to grow faster than other regions, followed by the Other Developing Asia group of countries, Africa and the Transition Economies (mainly the former Soviet Union).

Notice the reference to India and the "Transition Economies" in the former Soviet Union. I feel that TMSH has positioned itself as an integral industry participant for these countries and must have acquired an inside track to a well connected group of Energy Companies and some type of Government connection to make this all happen. And this takes a lot of time to develop these relationships, years I think. You cannot help but get a little excited when you think about what will happen once they have two or more of these projects under construction and who they will be working with.

All three scenarios present a view of the future using global figures and calculate regional values for PV growth. The regions defined are the European Union (27 member states), non EU European states, OECD Pacific (including South Korea), OECD North America, Latin America, East Asia, Developing Asia (excluding South Korea), India, China, the Middle East, Africa and the Transition Economies (mainly the former Soviet Union). The global “IEA electricity demand Reference Scenario” simply takes the projections by the International Energy Agency (WEO 2009) into account. These show an increase in the global
power demand.

17,928 TWh/a in 2010
22,840 TWh/a in 2020
28,954 TWh/a in 2030
39,360 TWh/a In 2050
17,338 TWh/a in 2010
19,440 TWh/a in 2020
20,164 TWh/a in 2030
31,795 TWh/a in 2050

Overall I like the direction TMSH is going and once we see what they have started they could really do more partnerships and joint ventures which will increase the the value of the company over the next several months. I am very excited going forward.

Also note this PR about this other company and their sales figures. Very impressive and TMSH could be achieving those numbers later next year or the year after.

http://finance.yahoo.com/news/Worldwide-Energy-iw-1471156471.html?x=0

You can see that their stock price has been as high as $10 but now down to $3.45 with little to no trading over the last few months. TMSH is just starting out and we are on the ground floor in comparison to other stocks. After my research I have decided to buy more "on the dips" as I have been instructed is the best way to buy. This is one of my favorite long term investments now.

Your thoughts? Thank you.

Anything that I state is speculation and my opinion only. Please do not take anything I say as information you should invest on.