ESLR - Sector: Technology---Industry: Semiconductors

[Taguchi1]

it needs a nice run back into the teens

[cumulina]

How pretty this is!

Most solar-stocks doing really well.

[traderdog]

http://phx.corporate-ir.net/phoenix.zhtml?c=123321&p=irol-newsArticle&ID=916562&highlight=


Alternative energy is the future!!!! Own some early!!!

SPWR closed @46.49

STP closed @39.53

ESLR closed @10.11

WWAT closed @ .52


I like SPWR and STP the most because they're making money and growing really fast.

ESLR is a speculative play because it's unprofitable but revenues growing fast. Out of the 4 listed, this is the most expensive to own.

WWAT is a penny stock that is growing really fast and is expected to be profitable this year, with revenues of about 35 million. Besides OPBL (recommended around $5), WWAT is the second penny stock i feel comfortable recommending to you. I believe WWAT is on its way to $2 by the end of the year. The stock broke out on huge volume last friday.

The alternative energy theme seems to me to be the next huge growth area that could drive the next huge bull market for the next 5 -10 years. You can already see it. The revenue growth is tremendous, growing at least 200% over last year for the 4 companies listed above. What appears to be happening is that there is a stealth bull market in the alternative energy stocks that many investors haven't noticed. Well, guess what? It will only get bigger.

Do yourselves a favor if you don't believe it. Just buy a little of each and put them away for a few years.

[traderdog]

 Alternative energy is the future!!!! Own some early!!!

SPWR closed @46.49

STP closed @39.53

ESLR closed @10.11

WWAT closed @ .52


I like SPWR and STP the most because they're making money and growing really fast.

ESLR is a speculative play because it's unprofitable but revenues growing fast. Out of the 4 listed, this is the most expensive to own.

WWAT is a penny stock that is growing really fast and is expected to be profitable this year, with revenues of about 35 million. Besides OPBL (recommended around $5), WWAT is the second penny stock i feel comfortable recommending to you. I believe WWAT is on its way to $2 by the end of the year. The stock broke out on huge volume last friday.

The alternative energy theme seems to me to be the next huge growth area that could drive the next huge bull market for the next 5 -10 years. You can already see it. The revenue growth is tremendous, growing at least 200% over last year for the 4 companies listed above. What appears to be happening is that there is a stealth bull market in the alternative energy stocks that many investors haven't noticed. Well, guess what? It will only get bigger.

Do yourselves a favor if you don't believe it. Just buy a little of each and put them away for a few years.

[traderdog]

http://phx.corporate-ir.net/phoenix.zhtml?c=123321&p=irol-newsArticle&ID=916562&highlight=


Daytrader Beanie loves ESLR to da moon!!!!!!
www.beanie11111.blogspot.com

[nullzero]

Nice move ESLR last few days. Damn I didnt catch the ride, I think I commented back when it was trading 7 that the bottom was most likely in. Should of jumped in, good luck to all those in eslr.

[ScottishTrader]

ESLR has been showing nice continuation strength after the "gap n go" at the beginning of April.  Getting clear from the last 8-minth trading range.  Looks to me like ESLR could see upside resistance at 11.80-90, 12.40-50 and 13.20, at least from it strading range last summer.  All solar stocks have been on a real run lately, but it remains to be seen how long this can continue.  I jumped in at 11.08 earlier this week, and would like to see ESLR break into the $12 range in short order, though it might take a bit of consolidation around 11.80-90 before it can do so.

[la-onda]

jeffries:
Event
We are assuming coverage of Evergreen Solar, introducing a HOLD rating, a $10 price target and estimates for 2007, 2008 and 2009. Our target is based on a sum-of-the-parts analysis.

Key Points
• Progress on Quad and US Expansion. Evergreen has made good progress on developing higher yield Quad ribbon wafer machines, which it will begin integrating into its new planned fabs in 2008. We expect the technology to help the company achieve its aim of $1.50/watt of cost by 2010. The elements of its US manufacturing expansion plan are also coming together well and Evergreen has just broken ground on its new facility in Devens, Massachusetts, which is targeted to come on line by the end of 2008. We believe that Evergreen as a company should reach net income profitability in late 2008 or early 2009.

• Equity overhang and net losses may cap upside. We believe most negatives have been absorbed into Evergreen's stock and that the shares have some upside from current levels, based on technology and manufacturing ramp progress. However, Evergreen intends to raise equity to fund the growth of its US operations, which we believe could create a "ceiling" on the shares for many months. Management has said it needs to raise approximately $200
million in new capital, probably in mid-to-late 2008 to build US production capacity to 500 MW by 2012. Once this dilution "overhang" is removed and investors begin to focus on 2009
earnings for valuation metrics, we would expect more potential upside in the shares. (We would expect investors to shift their valuation models to 2009 estimates by mid-2008).

• It's not just about silicon. Some investors believe that cheaper silicon could make ESLR irrelevant, since lower silicon usage is a key selling point of the company's technology. We believe that this point of view will eventually prove incorrect and that the important
question is whether or not Evergreen can quickly scale operations to build good, competitively-priced modules at a reasonable operating profit. Improvements in efficiency levels and the introduction of "lights out" Quad ribbon technology in new fabs should raise output per line and secure significant cost reductions that allow the company to post solid margins in a declining ASP environment.

Valuation/Risks
We use a sum-of-the-parts analysis to arrive at our $10 price target. We believe this method best captures the value from ESLR's disparate income and cash flow sources. Risks to our thesis include the ability to access the capital markets to fund growth needs, the continuation of PV subsidies and scaling risk.

research file & chart:

[la-onda]

wow  afterhours @ 17.6$

Evergreen Solar Shares Up on UBS Rating
Thursday December 13, 8:17 pm ET
Evergreen Solar Stock Rises As UBS Analyst Initiates at 'Buy' Citing Potential for Growth

NEW YORK (AP) -- Evergreen Solar Inc. shares rose Thursday after UBS Investment Research initiated the solar cell maker at "Buy," saying Evergreen is well positioned for growth.

Its stock added 70 cents, or 4.9 percent, to $15.11 Thursday, down from an intraday high of $15.30. Most other solar stocks fell sharply as the broader market declined.

Evergreen's plans to quickly and sharply expand production through 2012 and its low-cost technology drove UBS analyst Stephen Chin's rating.

The Marlboro, Mass., company plans to expand production from solar panels with 15 megawatts of annual generating capacity this year to more than 100 megawatts in 2009 and 500 megawatts in 2012. Its proprietary "String Ribbon" technology require 3 grams of polysilicon per watt of energy, about half of the overall industry's level, Chin said.

Using less of the feedstock is key to lowering costs as polysilicon prices have surged on increased demand. Polysilicon now costs about $60 to $80 per kilogram compared with $30 per kilogram in 2005.

"We estimate that the solar module market can maintain its 46 percent compound annual growth rate through 2012 and believe Evergreen is well positioned, given its expected annual module production," Chin wrote.

&

Evergreen Solar signs 10-year supply agreement with Silicium de Provence
Thursday , December 13, 2007 18:49ET

SAN FRANCISCO, Dec 14, 2007 (Thomson Financial via COMTEX) -- Evergreen Solar Inc. late Thursday said it has signed a 10-year polysilicon supply agreement with French company Silicium de Provence S.A.S. The agreement will supply Evergreen Solar with contracts for all the silicon it needs to meet its cumulative sales goal of more than 1 gigawatt of solar panels from 2008 to 2012, including over 500 megawatts of sales in 2012, the Marlboro, Mass.-based solar power products company said.

Shipments are expected to begin in mid-2010.

[la-onda]

ESLR: Q4 EPS 1c vs (8c) Beats (4c) Est; Guidance Varies from Consensus
Thursday , January 31, 2008 06:30ET

QUARTER RESULTS
Evergreen Solar, Incorporated (ESLR) reported Q4 results ended December 2007. Q4 Revenues were $22.20M; -31.50% vs yr-ago; BEATING revenue consensus by +10.12%. Q4 EPS was 1c; +112.50% vs yr-ago; BEATING earnings consensus by +125.00%.


YEAR-END RESULTS
Co. also reported Year-End results ended December 2007. FY Revenues were $69.87M; -31.67% vs yr-ago; BEATING revenue consensus by +2.93%. FY EPS was (19c); +53.66% vs yr-ago; BEATING earnings consensus by +24.00%.

GUIDANCE
Q1-08 Revenue Outlook [$21.5 - $22M]: Revenues for the first quarter of 2008 are expected to be approximately $21.5 million to $22.0 million, including approximately $5.0 million of selling fees and royalty payments from EverQ. The Q1-08 revenue forecast is above current consensus estimates.
Q1-08 Earnings Outlook : Operating loss is expected to be in the range of $10.0 million to $11.0 million and net loss is expected to be in the range of $7.0 million to $8.0 million.

[setravis]

Shares of ESLR Spike on New Contract
Despite Dip in Oil


Thursday's session saw oil finally take a breath from the recent
rally though in overnight trade, crude reached highs over
$135 a barrel. With the International Energy Agency supposedly
reporting a report displaying a sharp downward revision
to their oil supply forecast, the price could begin to creep back
up in the coming days.
With oil still at elevated levels, one can assume that alternative sources of energy would be
in favor with investors and over the past month, that's has normally been the case. The Claymore
ETF TAN which is a collection of solar names started the month of May in the $25 area
before hitting highs of almost $20 on Monday but sank over 1.5% on Thursday. Most every
name in the industry was red besides one, Evergreen Solar Inc. (ESLR).
The Company develops, manufactures and markets solar power products using proprietary,
low-cost manufacturing technologies. The Company's patented wafer technology, known as
String Ribbon, uses significantly less polysilicon than conventional processes.
On Thursday, the Company announced it signed two new long-term sales contracts. Evergreen
Solar and German-based Ralos Vertriebs GmbH signed an agreement valued at approximately
$750 million for panel deliveries beginning in 2008 and extending through 2013.
Combined with another agreement signed last week with a United States-based installer,
Evergreen has new contractual backlog of approximately $1 billion.
The solar panels for these two contracts will be manufactured at the company's Massachusetts
facility, which will begin panel production in July, and represent approximately 35% of
the expected 160MW of annual production capacity at the facility through 2013.
In addition to these two new contracts, the Company has six other customer contracts with a
current total backlog of approximately $850 million, which will primarily be supplied by EverQ,
its German-based joint venture.
Following the news, shares spiked at the bell to highs over $12.00 before consolidating the
remainder of the day and closing at $10.94, up over 20%. Besides Thursday's gain, the name
had been somewhat left off of the solar rally that has taken place over the past two months.
Since mid March, names such as CSIQ, FSLR, EMKR, LDK, SOLF, SPWR, STP, TSL, YGE,
and ASTI have all seen huge gains but saw large pullbacks Thursday on the halt in oil price
spikes.
With the news, ESLR may attempt to catch the others and their recent gains. On the other
hand, if oil continues with more bearish action, the name could quickly give up Thursday's
gain. With that in mind, investors would be wise to watch.

[setravis]

notbeln, I went and pulled up the thread.
With so many shorts this thing is under pressure, but with $1 billion backlog, she'll be under accumulation too.
I like it... point & figure says buy.
Triple top breakout on 22 may 08. Target price around $19.00

52wk Range: 7.52 - 18.85
Volume: 10,666,910
Avg Vol (3m): 7,064,400

Technicals
Most Actives

Last Price Quote is:
3.42%above 13-day MA
6.94%above 50-day MA
RS Rating: 65 

Fundamentals
Key Data:
Market Cap (M): $1,263.08 
P/E Ratio: NA 
PEG Ratio: -1.1725 
Next Earnings: 07/24/2008
Last Analyst Rating: Buy

[notbeln]

Yep, I feel that YGE is more secure in short time...

Best,
Vova

[la-onda]

up 14% after hours 
why?

1)
ESLR: Stanford Group Starts @ Buy; Sets Tgt @ $12.5; Analyst Notes
Wednesday, June 18, 2008 09:44ET
Issuer: Evergreen Solar, Incorporated (NasdaqNM: ESLR)
Analyst Firm:  Stanford Group
Ratings Action: INITIATE
Current Rating: Buy
Target Price Action: INITIATE
Target Price: $12.50
Analyst Comments: The firm believes the company has several near-term catalysts, including its analyst day on June 19, the opening of its first Devens facility, another polysilicon deal with DC Chemical, and..

2)
ESLR: Pacific Crest Starts @ Outperform; Sets Tgt @ $17; Analyst Notes
Thursday , June 12, 2008 11:19ET
Issuer: Evergreen Solar, Incorporated (NasdaqNM: ESLR)
Analyst Firm:  Pacific Crest Capital Inc.
Ratings Action: INITIATE
Current Rating: Outperform
Target Price Action: INITIATE
Target Price: $17.00
Analyst Comments: The firm believes the company's analyst day on June 19 should alleviate concerns and serve as a positive catalyst.

3)
Evergreen Solar signs two new sales contracts totaling $600M
Wednesday, June 18, 2008 17:09ET

SAN FRANCISCO, Jun 19, 2008 (Thomson Financial via COMTEX) -- Evergreen Solar Inc. said late Wednesday it has signed two new long-term sales contracts valued at roughly $600 million with U.S.-based groSolar and German-based Wagner & Co Solartechnik GmbH.

The contracts run through 2012 and bring Evergreen Solar's total contractual backlog to $1.7 billion.

[forte]

buy buy