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  Yet another wafer company buying into the solar field?
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567.  Blas Feamey  
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 More options Nov 17, 10:36 pm
From: Blas Feamey <big.oil.l...@gmail.com>
Date: Tue, 17 Nov 2009 19:36:14 -0800 (PST)
Local: Tues, Nov 17 2009 10:36 pm
Subject: Yet another wafer company buying into the solar field?
Curious to me that not a peep has been made on this board about the
recently announced deal between MEMC and SunEdison... How do WFR
stockholders feel about this acquisition? Is this gonna be a good deal
for MEMC or not? Does anybody know if SunEdison is a solid company or
not? Seems like a case of attention deficit disorder in the management
over there for the last couple years or so, to me. Never a good sign.

What is MEMC getting with the deal? The power plants aren't all that
old, so I doubt there's a lot of equity in them yet. Who knows if the
generating assets will actually ever get into the black? Is MEMC going
to bankroll a large fleet buildout? If so, will they be requiring MEMC
silicon on the projects? Easier said than done if you want to hit any
scale of significance.

Does anybody have any idea what the terms of the deal are? Besides the
reported ~$200M up front and up to $89M earnout. When is the deal
going to be done? Waiting on SEC or what?

WFR looks to be priced OK right now and I like to back environmentally
positive companies, but I worry about taking on a cash-burning
organization like this. Just curious what others think.


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  Re: Good entry point?
566.  Dan  
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 More options Oct 23, 1:57 pm
From: Dan <ballin...@gmail.com>
Date: Fri, 23 Oct 2009 10:57:11 -0700 (PDT)
Local: Fri, Oct 23 2009 1:57 pm
Subject: Re: Good entry point?
Bought in at 15.87 cuz it looked like the lower range of what the
stock has done however now its getting killed and im down a ton...
sold 15 calls for 50 cents to mitigate losses somewhat but still..
this is bad and doesnt bode well for solar industry in general

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  Re: Good entry point?
565.  kongwilder  
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 More options Oct 23, 12:46 pm
From: kongwilder <kongwil...@gmail.com>
Date: Fri, 23 Oct 2009 09:46:05 -0700 (PDT)
Local: Fri, Oct 23 2009 12:46 pm
Subject: Re: Good entry point?
P/E is at 12, not that low buy cost savings of layoffs should help in
future.

On Oct 23, 9:55 am, randooch <rand...@cmspan.net> wrote:


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  Good entry point?
564.  randooch  
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 More options Oct 23, 10:55 am
From: randooch <rand...@cmspan.net>
Date: Fri, 23 Oct 2009 07:55:08 -0700 (PDT)
Local: Fri, Oct 23 2009 10:55 am
Subject: Good entry point?
This seems like a classic overreaction to disappointing earnings, and
an excellent buying opp.  Thoughts?

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  In the wake of Thursday's selling, my latest review of solar stocks
563.  Duru  
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 More options Oct 2, 4:56 am
From: Duru <drduru...@gmail.com>
Date: Fri, 2 Oct 2009 01:56:56 -0700 (PDT)
Local: Fri, Oct 2 2009 4:56 am
Subject: In the wake of Thursday's selling, my latest review of solar stocks
My latest review on solar stocks, "damage and opportunity":
http://drduru.com/onetwentytwo/2009/10/02/damage_opportunity-in-solar...

WFR has done a "roundtrip" since its last earnings warning.


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  Re: Why the negative stock movement?
562.  housemzk  
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 More options Aug 1, 11:46 pm
From: housemzk <tod...@gmail.com>
Date: Sat, 1 Aug 2009 20:46:57 -0700 (PDT)
Local: Sat, Aug 1 2009 11:46 pm
Subject: Re: Why the negative stock movement?
most the stocks associated with solar have taken a beating recently. i
think the drop is reflective of that

On Aug 1, 10:34 am, HGSH <hms...@gmail.com> wrote:


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  Why the negative stock movement?
561.  HGSH  
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 More options Aug 1, 1:34 pm
From: HGSH <hms...@gmail.com>
Date: Sat, 1 Aug 2009 10:34:14 -0700 (PDT)
Local: Sat, Aug 1 2009 1:34 pm
Subject: Why the negative stock movement?
Most analytical reports (with top prediction histories in this
industry) have shown this stock to at least be a good buy. What is
going on with this stock?

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  "BUY" RATING This Morning for MEMC ELECTRONIC (WFR)
560.  vicharn  
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 More options Jul 27, 9:20 am
From: vicharn <vicharnvo...@gmail.com>
Date: Mon, 27 Jul 2009 06:20:02 -0700 (PDT)
Local: Mon, Jul 27 2009 9:20 am
Subject: "BUY" RATING This Morning for MEMC ELECTRONIC (WFR)
# Ned Davis Research upgrades MEMC ELECTRONIC MTRL from NEUTRAL to
BUY.
Investars Analyst Actions - private–07/27/2009 07:20 AM

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  Re: A bit harsh?
559.  capmark  
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 More options Jul 24, 11:20 am
From: capmark <massoudabb...@hotmail.com>
Date: Fri, 24 Jul 2009 08:20:52 -0700 (PDT)
Local: Fri, Jul 24 2009 11:20 am
Subject: Re: A bit harsh?
i agree, this drop is unwarranted. most analysts are a hold or buy on
this, recent upgrades to 23 range and earnings, though not stellar,
beat the street and most importantly, had positive forecasts, all
things considered. in any event, it should hover here and go up,
hopefully..

On Jul 24, 11:15 am, Abhishek <abhishek...@gmail.com> wrote:


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  Re: A bit harsh?
558.  Abhishek  
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 More options Jul 24, 11:15 am
From: Abhishek <abhishek...@gmail.com>
Date: Fri, 24 Jul 2009 08:15:42 -0700 (PDT)
Local: Fri, Jul 24 2009 11:15 am
Subject: Re: A bit harsh?
earnings release....well I think it was just way too overbought over
the last couple of days and that's why they thrashed it on earnings
news. I would recommend loading up the truck here....

On Jul 24, 3:50 pm, sd <s...@abfus.com> wrote:


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  Re: A bit harsh?
557.  sd  
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 More options Jul 24, 10:50 am
From: sd <s...@abfus.com>
Date: Fri, 24 Jul 2009 07:50:35 -0700 (PDT)
Local: Fri, Jul 24 2009 10:50 am
Subject: Re: A bit harsh?
What news? I don't know that I see anything bad from the headlines;
most other solar stocks are up 5+ points today.

On Jul 24, 10:26 am, Jason James <desperatecollegestud...@gmail.com>
wrote:


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  Re: WFR is Selected as Oxen Group's Short Sell of Day
556.  Hey  
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 More options Jul 6, 1:35 pm
From: Hey <rist...@gmail.com>
Date: Mon, 6 Jul 2009 10:35:25 -0700 (PDT)
Local: Mon, Jul 6 2009 1:35 pm
Subject: Re: WFR is Selected as Oxen Group's Short Sell of Day
PICK IS WORKING!!!

On Jul 6, 9:11 am, Hey <rist...@gmail.com> wrote:


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  Re: QuantaSol the efficiency of solar cells up to 28.3%
555.  Cancer  
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 More options Jul 5, 8:52 am
From: Cancer <cancerma...@gmail.com>
Date: Sun, 5 Jul 2009 05:52:42 -0700 (PDT)
Local: Sun, Jul 5 2009 8:52 am
Subject: Re: QuantaSol the efficiency of solar cells up to 28.3%
Good reading on alternative energy stock news
http://alternativeenergysourcenews.blogspot.com/

On Jul 4, 10:01 am, richiep81 <richie...@gmail.com> wrote:


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  Re: U.S. Department of Energy announces investment in clean energy
554.  Cancer  
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 More options Jun 22, 5:45 am
From: Cancer <cancerma...@gmail.com>
Date: Mon, 22 Jun 2009 02:45:27 -0700 (PDT)
Local: Mon, Jun 22 2009 5:45 am
Subject: Re: U.S. Department of Energy announces investment in clean energy
Good up to date news on Alternative Energy

http://alternativeenergysourcenews.blogspot.com/

On Jun 21, 5:34 am, darthur501 <darthur...@gmail.com> wrote:


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  Re: Polysilicon prices will drop this year 40-45 USD
553.  Cancer  
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 More options May 27, 10:13 pm
From: Cancer <cancerma...@gmail.com>
Date: Wed, 27 May 2009 19:13:24 -0700 (PDT)
Local: Wed, May 27 2009 10:13 pm
Subject: Re: Polysilicon prices will drop this year 40-45 USD
Clean enegy news and video. Good reading!

http://alternativeenergysourcenews.blogspot.com/

On May 27, 9:52 am, jcol...@gmail.com wrote:


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Messages 1 - 15 of 567       Older »

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