Hoku Scientific, Inc. (HOKU)

OneLove1971 (21.60) Submitted: 6/21/07 6:54 PM

Recs: 0 | Rec This

Not only that, from a business standpoint, look who is running the company. The young, cool, hip, and very educated people. Go to their website and check it out. Reminds me of microsoft. I just got in when it hit its new 52 week high. I am betting big on this company and see a lot of intrinsic value in it. I believe alternative energy is a big market and I believe the company can execute in its endeavor. I see this being a 10 billion dollar industry in 10 years and hoku having a market cap of 50 billion plus. I think this might be the new microsoft in stocks.

Report this Post Reply

h1grant2h (< 20) Submitted: 6/22/07 8:37 AM

Recs: 0 | Rec This

Too many bears missed the big picture on this little company, including Jim Cramer who bashed the deal with Sanyo a few months ago.

Why would three big solar power manufacturers from different part of the world have contracted HOKU, with rather sweet pre-payments?

On the sufface it appears very strange. For instance, some new traders contended that big suppliers like WFR would increase polysilicon production more easily.

But why would WFR make any effort to increase the production, when they have enjoyed huge pricing hikes due to the shortage? Most bears are so naiive to the real world of supply/demand. The current price for polisilicon is about $200/kg, and it can reach $300/kg, before HOKU will complete the construction. That's great news for WFR!

Along the same line, why should the refinery industry have resisted for so long to increase refinery capacities, but only to have watched the price of gasoline keep go up with no end in sight?

Who are really stupid here? The bears.

STP and Sanyo and Solar-Fabrik have a big incentive to find new production capacities as much as possible. That's what's really behind those big contracts. They are the buyers of polisilicon, and they have been squeezed by the suppliers due to shortage and they have been furious but there's nothing they can do about it but to help HOKU.

The pricing for polisilicon will only get worse for buyers of polisilicon because exponential growth in demand for solar power worldwide. Solar power makers around the world have tried to join forces to combat the tight supplies that are getting tighter everyday. Thus, they have become big backers to HOKU.

From political point of view, building a new plant of such scale means a lot of new jobs for the State. It has a huge incentive for everyone in the State to be helpful, and in that line of thinking, it becomes even easier to find a lender within that State. So much money are looking for homes. A factory for materials to build solar power is such an attractive projact. It's about future and making the world we live in better.

It's clear that the State gov would help to push foreward the big project. And finding a lender for the plant is no longer an issue. It's only a matter of time.

Furthermore, I believe HOKU have been working on more big contracts from other solar power makers. There're over 30 big solar power manufacturers worldwide. But there is no new capacity for polisilicon come on line in the next few years.

Report this Post Reply

giantsny (75.37) Submitted: 7/20/07 12:19 AM

Recs: 0 | Rec This

You people are nuts, this company won't last throught the year! Didn't you learn anything from the dot.com bubble? This is a classic pump and dump and you are going to be stuck with shares that can't be traded. Do you realize the company only has 17 employees and no product? They are young and inexperienced not educated, they have no business running a company and they have to intention too. They just built a neat looking web sight and suckered you people into pushing up the stock and now they are dumping which is why the stock is diving. They don't own any product, infrastrucuture or have a business plan and they don't plan too. You will never see them again. At least look at the gov't investigation's, you may be able to participate in a class action law suit but these aren't U.S citizens and likely will take their profits to a country that doesn't extradite. That is if they are in the country. They claim Hawaii be nobody investigates anything there but there headquarters is nothing more than an empty storefront with a few computers for people to make trades and write possitive press reports.

Report this Post Reply

TMFBent (99.96) Submitted: 11/27/07 1:22 PM

Recs: 0 | Rec This

"Miner" for polysilicon? No factory. Bunch of nice-sounding deals stretching out to the horizon in a business where anyone with a few bucks can set up an identical factory. Oh, and run by a 30-something brew-pub founder who previously thought the firm's big ticket was fuel cells (until Piper Jaffrey, which took it public, whispered in its ear that there was a polysilicon shortage... at least for a couple years...)

Report this Post Reply