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Peter's Comments

May 23, 2012
Foreign Dominance of U.S. Clean Energy Market Spells Trouble for America
wick10

Solar is intermittent that is true. But your statement is not true. Look into all the HVDV lines going into China and Europe - much of which is to transmit intermittent energy THOUSANDS of miles with very little loss...
May 23, 2012
Foreign Dominance of U.S. Clean Energy Market Spells Trouble for America
Scipio - Please send me a business plan - solarjpl@aol.com.

Ravineta - I understand your thinking, but this is NOT a time to wait. There is much to be done and much that can be done. Cuts can be made in other places - defense etc. this is NOT a area to cut back on - but one to accelerate.

We are in a critical period and this is NOT a time to delay

"The era of procrastination, of half-measures, of soothing and baffling expedients, of delays, is coming to a close. In its place we are entering a period of consequences." Winston Churchill
April 23, 2012
The Pending Subsidy Cliff, And the Way Out
Most times I find that the simplest solution usually works the best so:

The energy mess is the result of NO PLAN period. Everyone in congress is to blame. Some keep quiet and do little - democrats and other talk loud and are clueless - Republicans.

What we need to do is ELIMINATE ALL energy subsidies and create
a level playing field.

Nuclear power is not even in the conversation without subsidies and unlimited insurance backup, paid for by you and me, although most of us are not aware of the size of this commitment. Reference the Price Anderson Act of 1957.

http://en.wikipedia.org/wiki/Price%E2%80%93Anderson_Nuclear_Industries_Indemnity_Act
April 20, 2012
The Pending Subsidy Cliff, And the Way Out
AA - Andrew Anonymous

1. What data ?? Are you referring too ?? Your numbers are WAY off.

2. "Washington and Oregon are gearing up to export massive amounts of coal to China" Really please advise us how two states, Washington and Oregon, with ZERO coals reserves are gearing up to export a resource they do not have ??

http://www.nma.org/pdf/c_production_state_rank.pdf

3. Beware of GOOGLE - if you google your work - you will also find a link that implies you have quite a record with the State of Texas Securities authorities. I would address that, if I were you.

As far as credibility - you have lost all you may have had. Stop playing with coal and wake up.
April 19, 2012
The Pending Subsidy Cliff, And the Way Out
Here is the bottom line, plain and simple.

Renewables have subsidies the are UNCERTAIN and at best time limited (except for German FIT's which are 20 years and are NOT technically subsidies) - therefore the only certainty out of this situation is NO INVESTORS. Investors loath uncertainty and this is the case with renewables.

Fossil fuels are heavily subsidized and ALL of their subsidies have been in place for decades and are, in fact, IN the tax code, therefore NO uncertainty and plenty of investors.

It is NOT a level playing field and never has been
April 19, 2012
Race for Renewables' Game-changers Heats Up
First of all there is no HASTE at all. We are spending penny's on solar and other renewable sources and billions of dollars on
making better nuclear weapons (why does it need to be better??) and research (read - worthless R&D) into better nuclear power plants (they are uneconomic now and uranium is NOT renewable)

What we need to do is to get off the path we are on and start new on another road with new breakthroughs in renewable technologies - but this switching from "what is now" to what we need to do have always been hard for humans.

As Albert Einstein once said:

"The greatest obstacle to discovery is not ignorance but the illusion of knowledge…."
April 19, 2012
Five More Winners of the Clean Energy Race
Ocharpen - interesting - I am going to look into this....you never know.

Patrick - you are sooooooo right. Perfect example is replacing steel with carbon fiber in cars - 1/2 the weight, 10 times the strength and ONLY 1/2 the batteries needed to make it electric...
April 18, 2012
Brightsource Will Not Go Public After All
Bob - you could not be more correct. I second you on the AM radio and maybe start with a comic book :)


"We are not friends--just shook hands" Obviously, Anono, I was kidding.
April 18, 2012
Brightsource Will Not Go Public After All
Anonymous - careful my old friend, who I do not remember.

Clueless is a dangerous word. Nuclear has never proven itself with out loan guarantees either.

More difficult to determine - but the use subsidies for oil are HUGE and not sure if they are really proven at this current time to be viable - it all depends on what you count and what you do not.
April 18, 2012
Brightsource Will Not Go Public After All
Anonymous has a point

Bright Source is solar THERMAL, i.e. solar heat, via steam, thru a turbine into electricity

Photovoltaics (PV) is Solar Electric. Direct from sunlight to DC electricity
April 17, 2012
Brightsource Will Not Go Public After All
Travis - what is GTFO ??

Also - I assume you are kidding about only profitable products etc. Nuclear power is WITHOUT question the "Socialist Energy Source" - it is 100% Government subsidized, cannot be financed currently with the 100% Gov guarantee and Cannot be insured, for obvious reasons - only way it works is if you and me (taxpayers) pay for the damages.

Fossil fuels have been subsidized since 1894 - and still now over 100 years later still get 10 fold more than little tiny solar.

Please take a little time to do minimal research before you shoot off your mouth and prove conclusively that you know not of what you speak.
April 17, 2012
Brightsource Will Not Go Public After All
Exactly Anonymous - exactly - since you are always thinking - think about what you said - below and see if in the midst of your thinking you can come up with a simple solution that will eliminate confusion and enhance communication and elevate our discussion. Maybe a first name or a fake first name ??

Posters-
Consider that there could be more than 1 person posting as "anonymous"--as tough as that may be for some of you to understand.
April 16, 2012
Race for Renewables' Game-changers Heats Up
James - you are correct.

To do the same thing over and over and expect a different result is the definition of "insane".

Another part of it, is this seemingly inherent quality of humans to think they know things they do not. To quote Albert Einstein:

" The greatest obstacle to discovery is not ignorance but the illusion of knowledge…"
"
April 14, 2012
Brightsource Will Not Go Public After All
Anonymous - who is the below comment directed to ?? When you make a comment it is nice to refer to who you are commenting to - yes ? If you go back and read your posts they have no continuity and therefore loose impact. You do make some good points but the loss of impact hurts you.

Just an FYI.

is your employer going to get your post deleted again?
you must drive them crazy
get back to your boiler room
April 13, 2012
Brightsource Will Not Go Public After All
Anonymous - who is the below comment directed to ??

is your employer going to get your post deleted again?
you must drive them crazy
get back to your boiler room

Peter Lynch

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About: I have worked, for 33 years as an independent analyst and investor in small emerging technology companies. I have been actively involved in following developmen... more »
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