I'm thinking Ascent could reach 15-20 or more (anything's possible
with solars)
Then it'll drop back down like solars always seem do.

Sounds realistic.  What do you think Avital?

I guess Avital has nothing to say right now!!!

Hey!!!!!!
I don't deserve a break? :)
nothing goes on here with ASTI but I sold several of my other
positions in YGE,SOL,SOLF,AKNS,HOKU,SPIR,ESLR and LDK with 10-30%
profit in ~2 weeks :)
E E E :)
put all that right into CSIQ and now also WFR.
bought more and still hold STP and JASO - those are steals! 300% in a
year or too for sure on these two!

what a crazy market! WFR have 530M sales on the quarter - on a bad
quarter!
176M profit! that is 33.2% on sales! damnnnnn............. I would
have bought the whole company right here if I could.
NOW I KNOW FOR SURE:
analysts are Idiots. BUY this comany Like there is no tomorrow.
1.5B in cash
1B buy back.
are you insane?
people have just lost their mind!
what do I care? more for me :)

be cool.

still hold 90% of my money on ASTI.
still down some 30% and I sleep quite well with that.
I don't expect any big announcement soon.
what going on is that new players have bought and can not show a 10%
decline in price to their clients.
sjorts still try to short but the new players hold the price in this
level.
Hydro would step in soon.
they have just put here 25M 4 months ago.
they will buy next month according to the pattern.
then it is hold through certification end of year, pull-in
announcement at any time and new contract for those 30MW right after
certification. for me it doesn't matter too much. I hold till Hydro
takes it from me.
June the 15, 2009. 50-80 $

Avital

let me get it straight:

WFR (Memc Electronic Materials) is the world biggest silicon wafer
manufacturer for the solar industry.
the company has ~16.5B in future contract and about 500M per year over
capacity (that is can locked in a long term contract at will) left to
be sold on the spot market (much higher prices than long term
contracts).
the company is ramping up production by 25% till 2010 and also is in
the middle a massive ramp-up of 100% of it's wafer manufacturing
capabilities.
the company actually manufactur silicon (not as SOL, LDK, HOKU etc....
who talks silicon :))
the company have 6 consecutive positive operating quarters and ~33%
profit margin!!!
after all the deductions, on each dollar it sells it keeps 33 cents -
that is GOOD my friends.
the company has 1.5B in cash and has a 750M stock buy back program.
the company has 25% of revenue growth more or less locked for the next
10 years.

I understood analysts who said 90-95 dollar a share is too expensive.
I understood critisizm about the passivness of the company (not using
the cash to buy something strategic) and the aggresiveness the company
shows when negotiating contracts and/or spot prices,

BUT - COMMON !!!!!!!!!!!!!!

this is a gift.

Avital