Credit Bubble Stocks

I had stopped paying attention to ENER, but saw this in the Detroit News : "[E]nergy Conversion Devices Inc. said Monday it has exten...

The stock was down 80 percent today and the bonds rallied from high 30s to about 45 (about a 15 percent increase). I had added to the bonds ...

"While the company's shareholders will likely be wiped out under the bankruptcy, the federal government—already singed by Solyndra ...

FAQ is posted here . Q. Why did you need to do this now and not in 2013 or when you run out of money? A. The large amount of debt is crip...

"Based upon the estimated value of the Company's assets and forecasted costs and operating losses during the Chapter 11 process, th...

Silicon wafer manufacturer Sumco exiting solar wafer market and firing 1300 workers: "Citing 'structural' overcapacity, 's...

This is from an article on "thestreet.com" called "5 Stocks Under $10 Set to Soar" . Before we start, raise your hand if...

DuPont's quarterly revenue missed Wall Street expectations as its customers bought fewer solar-panel materials and digital television p...

It is sort of absurd that we are going to talk about the recovery value of Energy Conversion devices debt on a day that the common stock was...

This is a chart of Evergreen Solar common and Energy Conversion common over the past month. Notice the very high correlation. Basically, ...

The real questions with ENER from a bondholder perspective are: at what rate do they continue to burn cash, how long will they continue doin...

From a Greentech Solar post: "A source has indicated that MiaSolé is for sale. But every solar company is for sale these days -- excep...

In Barron's : "Jefferies & Co. renewable energy analyst Jesse Pichel today opines that a recent bout of short covering that ha...

You may recall that we previously had a capital structure arbitrage trade on in Energy Conversion Devices , which we closed out last year wh...

We closed this capital structure arbitrage trade last year, but it is a perfect example of the insanity that took place today. The stock was...

It works like this: a photon of light comes in from the sky, penetrating some depth into the silicon. If it has enough energy (imagine a sig...

Today was an odd day in Energy Conversion Devices (ENER) common stock. It rallied out of the gate and then there was a huge superspike up a...

From Greentech Media "For many solar firms and their investors, the second quarter and first half of 2011 could not have ended soon en...

First Solar announced disappointing results for the second quarter of 2011: Net sales were $533 million in the quarter, a decrease of $34.5...