Comments on: Hoku up huge on Polysilicon deal with Suntech Power http://energy.financialnirvana.com/2007/06/14/hoku-up-huge-on-polysilicon-deal-with-suntech-power/ research . analysis . forecasting Fri, 21 Nov 2008 20:53:47 +0000 http://wordpress.org/?v=2.0.3 by: Himanshu Pandya http://energy.financialnirvana.com/2007/06/14/hoku-up-huge-on-polysilicon-deal-with-suntech-power/#comment-5341 Mon, 25 Jun 2007 18:53:04 +0000 http://energy.financialnirvana.com/2007/06/14/hoku-up-huge-on-polysilicon-deal-with-suntech-power/#comment-5341 I will be starting to provide those updates in the next couple of weeks. HOKU is up another 18% today. The market is so good right now specially solar that it's hard to short. I have FSLR puts expiring in September but the stock keeps going up. There is no stopping it. Be careful with HOKU as I didn't expect them to announce back to back news like they did last week. I might buy some PUTS as well. I agree with you long term it COULD be a winner with emphasis on COULD. Good Luck and thanks for leaving the comment. I will be starting to provide those updates in the next couple of weeks. HOKU is up another 18% today. The market is so good right now specially solar that it’s hard to short. I have FSLR puts expiring in September but the stock keeps going up. There is no stopping it. Be careful with HOKU as I didn’t expect them to announce back to back news like they did last week. I might buy some PUTS as well. I agree with you long term it COULD be a winner with emphasis on COULD. Good Luck and thanks for leaving the comment.

]]> by: Jon http://energy.financialnirvana.com/2007/06/14/hoku-up-huge-on-polysilicon-deal-with-suntech-power/#comment-5340 Mon, 25 Jun 2007 18:43:28 +0000 http://energy.financialnirvana.com/2007/06/14/hoku-up-huge-on-polysilicon-deal-with-suntech-power/#comment-5340 Hi, H.P. I miss your weekly energy updates. Are you planning to continue them? I hope so. Comment on HOKU - These guys are amazing. Within a year they have turned themselves from an IP company into a major polysilicon production company, and they haven't broken ground on the plant yet! Plus, they aren't using any of their own money. They are financing the plant with customer pre-payments and (hopefully) credit facilities that are backed up by the prepayments. Brilliant if it works, but if they miss any of their milestones, watch out, this will fall apart quickly. All of these prepayments depend on production and quality standards being met and shipments commencing next year! And all they need to do is get a power substation installed, build the plant, hire the people, install the reactors, and flip the switch... out comes product. At least they hope it goes that way. I'm buying HOKU puts on price spikes, buying calls when it calms down again. I'm sure they will have more announcements to pump the stock. Jon Hi, H.P.

I miss your weekly energy updates. Are you planning to continue them? I hope so.

Comment on HOKU - These guys are amazing. Within a year they have turned themselves from an IP company into a major polysilicon production company, and they haven’t broken ground on the plant yet! Plus, they aren’t using any of their own money. They are financing the plant with customer pre-payments and (hopefully) credit facilities that are backed up by the prepayments. Brilliant if it works, but if they miss any of their milestones, watch out, this will fall apart quickly. All of these prepayments depend on production and quality standards being met and shipments commencing next year! And all they need to do is get a power substation installed, build the plant, hire the people, install the reactors, and flip the switch… out comes product. At least they hope it goes that way.

I’m buying HOKU puts on price spikes, buying calls when it calms down again. I’m sure they will have more announcements to pump the stock.

Jon

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