2 analysts and 4 sector firms examine the Alternative Energy space in this 58 page report from The Wall Street Transcript.
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Roundtable Forum: Patrick J. Forkin III, Tejas Securities Group, Inc.; Daniel Mannes, Avondale Partners LLC; John S. Quealy, Canaccord Adams Inc.
Roundtable Forum: Jonathan Hoopes, ThinkEquity Partners LLC; Adam Krop, Ardour Capital Investments, LLC; Brian C. Yerger, Jesup & Lamont Securities Corporation
Alternative Energy - Ethanol & Solar: Pavel Molchanov, Raymond James & Associates, Inc.
Solar Module Manufacturers: Daniel Ries, Collins Stewart LLC
CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: C&D Technologies, Inc., Jeffrey A. Graves; Dewey Electronics Corporation, John Dewey; EnerSys, Michael T. Philion; Linc Energy Ltd., Keith Allaun
Topics covered: Ethanol production - Thermal energy - Solar market - Legislative and regulatory outlook - Bipartisan political support - Solar modules and systems - Thin film solar companies - Prospects for biobutanol - Outlook for biofuels - The smart grid - Allocation of capital - Venture capital interest - M&A activity - Sector risks - Impact of volatility - Management performance - Tangential plays - Stock recommendations - Federal tax incentives - Polysilicon issues - Grid parity – wind and solar - Pricing of solar modules - Smart grid - Capital funding - Production tax credits - M&A activity - Material shortages - Investor interest - Cleaner coal technologies - Taxing coal emissions - Stock recommendations
Companies covered: First Solar (FSLR); Monsanto (MON); Archer-Daniels-Midland (ADM); Energy Conversion Devices (ENER); VeraSun Energy (VSE); LSB Industries (LXU); DayStar (DSTI); Itron (ITRI); ESCO Technologies (ESE); Telvent (TLVT); Darling International (DAR); Zoltek Companies (ZOLT); General Electric (GE); Suntech Power (STP); First Solar (FSLR); SunPower (SPWR).