SolarPVInvestor Forums

Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Monday, May 20th 2013, 5:57am

Good Morning,
I think they had a very good cell GM. I said that yesterday, based on Motech analysis. Model has changed for modules from Q4, but they have sold smartly. Good job. Now I would like to see what ASP. This is good for the industry.

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Klothilde

Professional

Posts: 1,055

Date of registration: Nov 19th 2012

Stock Positions: FSLR

Thanks: 92

Monday, May 20th 2013, 6:08am

I said $260M and 7-9% GM and got LOLs. behold the power of the high efficiency cell.

If you look at ASP development the sweet started going sweet from february on, so I expect nothing less than a profit in Q2.

Anyone with me?

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JulyWebb

Intermediate

Posts: 259

Date of registration: Feb 26th 2013

Stock Positions: None

Thanks: 9

Monday, May 20th 2013, 6:10am

I'm with you

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cfeng

Intermediate

Posts: 460

Date of registration: Apr 25th 2013

Stock Positions: SPWR SOL HSOL

Thanks: 20

Monday, May 20th 2013, 6:13am

Quoted from "Klothilde"

I said $260M and 7-9% GM and got LOLs. behold the power of the high efficiency cell.

If you look at ASP development the sweet started going sweet from february on, so I expect nothing less than a profit in Q2.

Anyone with me?

It would have been better if you put your money into it though if you really believed your numbers, right? I doubt you will see a 10% day from FSLR. So why didn't you?

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Monday, May 20th 2013, 6:17am

High efficiency modules contributing. 14% sold to China. 17% to UAE sold in Q1 (via European ports) Cypress II cells ready for sale.

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Master

Date of registration: Sep 29th 2012

Stock Positions: SOL

Thanks: 139

Monday, May 20th 2013, 6:22am

To those who listen to CC. Comments on GM for Q2 and Japan market for rest of 2013 would be highly interesting to hear. Also if the see the boom in cells continue into second half (Q1 was just the start, so I expect it to continue at least in Q2). China market comments would also be interesting. I believe JA care little about EU and US by now.

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eysteinh

Intermediate

Posts: 407

Date of registration: Dec 9th 2012

Stock Positions: None

Thanks: 34

Monday, May 20th 2013, 6:23am

Anyone know how much of cells JASO sells that are mono based ? Gives an indication of what the ASP for modules are as well. At 100% mono cells sold ASP is around 0.67. At 50% mono sold ASP of modules is around 0.72. I assume 0.4 $/watt for multi cells, 0,52 $/watt for mono cells and that the tolling was all modules. (probably not, but gives a rough estimate of ASP.)

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Master

Date of registration: Sep 29th 2012

Stock Positions: SOL

Thanks: 139

Monday, May 20th 2013, 6:27am

They have 500 MW mono wafer capacity and this is good technology from what I understand. I don't think the cell lines harvest the value created in the ingot step. If anything isn't it easier to work with high quality mono wafers in the cell processing (not sure, actually asking)? Instead I think they should expand mono wafer capacity if they have a special edge here.

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outsmart

Trainee

Posts: 141

Date of registration: May 2nd 2013

Stock Positions: None

Thanks: 6

Monday, May 20th 2013, 6:28am

Module ASPs $.64

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Monday, May 20th 2013, 6:28am

0.52 cents. processing down by (0.04) poly 0.03 non-poly 0.01
ASP 0.64 (mono big time) 60% revenue from module.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Monday, May 20th 2013, 6:31am

Those analysts need to buy export data. Just clueless questions, no idea.

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eysteinh

Intermediate

Posts: 407

Date of registration: Dec 9th 2012

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Thanks: 34

Monday, May 20th 2013, 6:32am

Thanks that clears up a few details. ASP of mono cells must then be higher than 0,52 $/watt.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Monday, May 20th 2013, 6:33am

0.56 for cell

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eysteinh

Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Monday, May 20th 2013, 6:38am

"we take the leadership in the market" then "Japanese customer likes quality, sustainability and post sale service.."
Perhaps Ukrainian customers not as much when you do third party sales from China.

Analysts did not prepare for the call. I suppose two people follow the stock.

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Master

Date of registration: Sep 29th 2012

Stock Positions: SOL

Thanks: 139

Monday, May 20th 2013, 6:42am

Quoted from "odyd12"

0.56 for cell

Holy chit! No wonder JASO's GM skyrocketed and SOL's dived. Where are they shipping those cells? Was it mainly mono? What is the explanation for that high blended cell ASP?

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Pop2mollys

Professional

Posts: 1,277

Date of registration: Jan 15th 2013

Stock Positions: 100% CSIQ reloaded

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Monday, May 20th 2013, 6:45am

And cell prices have conintued to go up into Q2...

GM should continue to climb moving forward....

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outsmart

Trainee

Posts: 141

Date of registration: May 2nd 2013

Stock Positions: None

Thanks: 6

Monday, May 20th 2013, 6:46am

So, you better off buying the module from JASO

Quoted from "odyd12"

0.56 for cell

8 Cents more and you get the whole module ?

I doubt your cell number

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Master