Writing in Trends in Ecology & Evolution, a group of scientists just released their fifth annual "horizon scan " of pressures that they expect to be relevant in the coming year, but which haven't yet reached the attention of the mainstream.
1. Carbon Solar Cells
One of the big challenges associated with existing solar photovoltaic technologies is that they generally depend on silicon, which makes them expensive to produce. Some technologies also depend on various metal inputs that are either rare and expensive, or highly toxic.
Top 5 Mid Cap Companies To Watch For 2015: EMCORE Corporation(EMKR)
EMCORE Corporation, together with its subsidiaries, provides compound semiconductor-based products for the broadband, fiber optics, satellite, and solar power markets. The company operates in two segments, Fiber Optics and Photovoltaics. The Fiber Optics segment offers broadband products, including cable television, fiber-to-the-premises, satellite communication, video transport, and defense and homeland security products; and digital products comprising telecom optical, enterprise, laser/photodetector component, parallel optical transceiver and cable, and fiber channel transceiver products. This segment?s products enable information that is encoded on light signals to be transmitted, routed, and received in communication systems and networks. The Photovoltaics segment provides gallium arsenide (GaAs) multi-junction solar cells, covered interconnected cells, and solar panels for satellite applications; and concentrating photovoltaic (CPV) power systems for commercial and utility scale solar applications, as well as GaAs solar cells and integrated CPV components for use in other solar power concentrator systems. The company markets its products through its direct sales force, external sales representatives and distributors, and application engineers worldwide. EMCORE Corporation was founded in 1984 and is headquartered in Albuquerque, New Mexico.
Advisors' Opinion:- [By Roberto Pedone]
EMCORE (EMKR), together with its subsidiaries, provides compound semiconductor-based products for the broadband, fiber optics, satellite, and solar power markets. This stock closed up 1% to $4.09 in Tuesday's trading session.
Tuesday's Range: $4.00-$4.14
52-Week Range: $3.50-$5.62
Tuesday's Volume: 187,000
Three-Month Average Volume: 103,744From a technical perspective, EMKR trended modestly higher here back above its 50-day moving average of $4.03 with above-average volume. This stock has been making higher lows over the last three months each time it has pulled back, which is a bullish technical sign. This spike to the upside on Tuesday is starting to push shares of EMKR within range of triggering a big breakout trade. That trade will hit if EMRK manages to take out some key near-term overhead resistance levels at $4.16 to $4.20 and then above $4.22 with high volume.
Traders should now look for long-biased trades in EMKR as long as it's trending above some key near-term support levels at $3.90 to $3.86 or above more support at $3.78 and then once it sustains a move or close above those breakout levels with volume that hits near or above 103,744 shares. If that breakout gets underway soon, then EMKR will set up to re-test or possibly take out its next major overhead resistance levels at $4.53 to its 200-day moving average of $4.65, or even $5 to $5.30.
- [By CRWE]
EMCORE Corporation (Nasdaq:EMKR), a leading provider of compound semiconductor-based components and subsystems for the fiber optic and solar power markets, reported that it is ramping production and shipping the Opticomm-EMCORE NEXTGEN OTP-1DVI2A1SU insert cards for the Optiva platform.
Best Solar Companies To Watch For 2014: JinkoSolar Holding Company Limited(JKS)
JinkoSolar Holding Co., Ltd., together with its subsidiaries, engages in the manufacture and sale of solar power products in China and internationally. The company provides solar modules, silicon wafers and ingots, and solar cells, as well as processing services, including silicon wafer tolling services. It sells its products under the JinkoSolar brand name. The company?s customers include distributors, project developers, and system integrators. It trades its products under short-term contracts and by spot market sales. The company also produces accessory materials for solar power products, such as solar aluminum frame, solar junction box, aluminum materials windows, and other metal component parts. JinkoSolar Holding Co., Ltd. was founded in 2006 and is based in Shangrao, the People?s Republic of China.
Advisors' Opinion:- [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]
Yingli Green said it will continue to fight a U.S. plan to close a loophole that allowed Chinese solar manufacturers to avoid tariffs by assembling their products outside China. Yingli shares dropped 6.4% to $2.76 premarket. Among the other Chinese solar stocks trading lower Wednesday are JinkoSolar Holding Co.(JKS), Trina Solar Ltd.(TSL) and JA Solar Holdings Co.(JASO)
- [By Lauren Pollock]
JinkoSolar Holding Co.(JKS) unveiled plans to separate its downstream solar PV project business, saying it may consider a spinoff or sale of the unit. Shares edged up 2.8% to $36.40 premarket.
- [By Lisa Levin]
JinkoSolar Holding Co (NYSE: JKS) dropped 9.88% to $16.87 after the company announced the offering of 3,500,000 American Depositary Shares.
Fuwei Films (Holdings) Co (NASDAQ: FFHL) dropped 9.66% to $1.30. Fuwei Films' trailing-twelve-month ROE is -10.85%.
Best Solar Companies To Watch For 2014: JA Solar Holdings Co. Ltd.(JASO)
JA Solar Holdings Co., Ltd., through its subsidiaries, engages in the design, development, manufacture, and sale of photovoltaic solar cells and solar products, which convert sunlight into electricity in the People's Republic of China. The company?s principal products include monocrystalline and multicrystalline solar cells, as well as various solar modules. It also provides silicon wafer and solar cell processing services. The company sells its products primarily under the JA Solar brand name, as well as produces equipment for original equipment manufacturing customers under their brand names. It sells its solar cell and module products primarily to module manufacturers, system integrators, project developers, and distributors in the Germany, Italy, the United States, Hong Kong, Spain, India, the Czech Republic, France, and South Korea. The company has strategic partnerships with various solar power companies, such as BP Solar, Solar-Fabrik, and MEMC/SunEdison. JA Solar Holdings Co., Ltd. was founded in 2005 and is based in Shanghai, the People?s Republic of China.
Advisors' Opinion:- [By Anna Prior]
Among the companies with shares expected to actively trade in Monday’s session are Citigroup Inc.(C), JA Solar Holdings(JASO) Co and Chindex International Inc.(CHDX)
- [By Travis Hoium]
What: After a two-day run-up in solar stocks, the party ended quickly, and every stock in the industry is dropping like a rock. Suntech Power (NYSE: STP ) led the declines by falling 23%, and LDK Solar (NYSE: LDK ) , Yingli Green Energy (NYSE: YGE ) , and JA Solar (NASDAQ: JASO ) all dropped at least 15%.
- [By Lauren Pollock]
JA Solar Holdings Co.'s(JASO) fiscal third-quarter loss narrowed as the solar company trimmed costs and improved its revenue on higher-than-expected shipments. The loss was still slightly wider than expected, and shares dropped 6.1% to $9.98 premarket.
Best Solar Companies To Watch For 2014: Ascent Solar Technologies Inc.(ASTI)
Ascent Solar Technologies, Inc., a development stage company, focuses on commercializing flexible photovoltaic (PV) modules using its proprietary technology. The company intends to manufacture roll-format PV modules that use copper-indium-gallium-diselenide (CIGS) on a plastic substrate. Its proprietary manufacturing process deposits multiple layers of materials, including a thin-film of CIGS semiconductor material on a plastic substrate and laser patterns the layers to create interconnected PV cells or PV modules through monolithic integration process. The company would serve the building applied photovoltaic (BAPV) and building integrated photovoltaic (BIPV) market, as well as specialty markets, such as defense, portable power, transportation, electronic integrated photovoltaic, and space and near-space. It has a strategic relationship with Norsk Hydro Produksjon AS to access customers in the BIPV/BAPV markets worldwide. Ascent Solar Technologies, Inc. was founded in 200 5 and is based in Thornton, Colorado.
Advisors' Opinion:- [By John Udovich]
Solar stocks have not exactly given buy and hold investors a smooth ride, but small cap�GT Advanced Technologies Inc (NASDAQ: GTAT) could be an interesting materials play on the solar sector���meaning its worth taking a closer look at the stock along with potential peers like Ascent Solar Technologies, Inc (NASDAQ: ASTI) and STR Holdings, Inc (NYSE: STRI) plus solar ETF Guggenheim Solar ETF (NYSEARCA: TAN). I should mention that just last week, we added GT Advanced Technologies to our�SmallCap Network Elite Opportunity (SCN EO) portfolio for both�fundamentals and technical reasons and we are already up almost 9%.
Best Solar Companies To Watch For 2014: Renesola Ltd.(SOL)
ReneSola Ltd, together with its subsidiaries, engages in the manufacture and sale of solar wafers and solar power products. It offers virgin polysilicons, monocrystalline and multicrystalline solar wafers, and photovoltaic cells and modules. The company also provides cell and module processing services. Its products are used in a range of residential, commercial, industrial, and other solar power generation systems. The company sells its solar wafers primarily to solar cell and module manufacturers. It principally operates in Mainland China, Singapore, Taiwan, Hong Kong, Korea, India, Australia, Germany, Italy, Spain, Belgium, France, the Czech Republic, and the United States. The company was founded in 2003 and is based in Jiashan, the People?s Republic of China.
Advisors' Opinion:- [By Dan Caplinger]
But Trina gave a troubling update to its quarterly guidance a couple weeks ago, saying that it shipped 390-400 megawatts of solar modules during the quarter, down from its original 420-430 megawatt estimate. With gross margins of just 1% to 3%, Trina isn't faring as badly as peer ReneSola (NYSE: SOL ) , which posted negative gross margins in its quarterly report earlier this month. Yet Trina still isn't making enough money to come close to profitability in the near future.
- [By James Brumley]
Which solar power stocks are the proverbial picks of the litter, though? Here are the first five a newcomer might want to consider.
ReneSola Ltd. (SOL)While most solar stocks have done incredibly well so far in 2014, ReneSola (SOL) wasn’t one of them. In fact, SOL stock is a bit unusual in that it’s trading well under its October high of $6 per share. That’s not a bad thing, though. In fact, it may work to your advantage because it gives new buyers a chance to scoop up ReneSola shares at a bargain price before their next big run-up.
- [By Lauren Pollock var popups = dojo.query(".socialByline .popC"); popups.forEach]
Chinese solar-products company Renesola Ltd.(SOL) on Monday said it had appointed Daniel Lee as its chief financial officer, effective May 5. Mr. Lee will take over for Henry Wang, who is resigning May 4 for personal reasons, the company said.
Best Solar Companies To Watch For 2014: LDK Solar Co. Ltd.(LDK)
LDK Solar Co., Ltd., together with its subsidiaries, engages in the design, development, manufacture, and marketing of photovoltaic (PV) products; and development of power plant projects. It offers solar-grade and semiconductor-grade polysilicon; and multicrystalline and monocrystalline solar wafers to the manufacturers of solar cells and solar modules. The company also provides wafer processing services to monocrystalline and multicrystalline solar cell and module manufacturers; and sells silicon materials, such as ingots and polysilicon scraps. In addition, it engages in the production and sale of solar cells and modules to developers, distributors, and system integrators; and design and development of solar power projects in Europe, the United States, and China, as well as provides engineering, procurement, and construction services. LDK Solar Co., Ltd. operates in Europe, the Asia Pacific, and North America. The company was founded in 2005 and is based in Xinyu City, t he People?s Republic of China.
Advisors' Opinion:- [By Bryan Murphy]
There's no denying that LDK Solar Co., Ltd (NYSE:LDK) has been a notable laggard this year compared to performances from First Solar, Inc. (NASDAQ:FSLR) and Real Goods Solar, Inc. (NASDAQ:RSOL). RSOL is up nearly 180% year-to-date, with a decent chunk of that gain unfurling in just the last couple of months. FSLR is up 25% for the year so far, though that more modest gain would have been much bigger had it not been for February's 24% plunge. Meanwhile, LDK shares are down 22% year-to-date, and have barely even blipped despite the fact that solar energy has become all the rage again in recent months.
- [By Jonathan Yates]
For investors looking to profit from shorting stocks in the sector, JA Solar Holdings (NASDAQ: JASO) and LDK Solar (NYSE: LDK) are both vulnerable. For those looking to go long, Exxon Mobil (NYSE: XOM) is very strong in natural gas, which is expected to increase its market share, according to a recent report from the Department of Energy.
- [By Travis Hoium]
What: After a two-day run-up in solar stocks, the party ended quickly, and every stock in the industry is dropping like a rock. Suntech Power (NYSE: STP ) led the declines by falling 23%, and LDK Solar (NYSE: LDK ) , Yingli Green Energy (NYSE: YGE ) , and JA Solar (NASDAQ: JASO ) all dropped at least 15%.
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