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EXPLO and any other experts in SOL, do you (guys) believe that there

solarcat

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41

Sunday, April 14th 2013, 2:53pm

Many thanks explo. That's exactly what I was looking for. BTW, I'm amazed at how cheap it is to expand module capacity.

explo

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42

Thursday, April 18th 2013, 3:27am

Adding LDK. The cash and assets are adjusted for the Hefei sale (excluded), since the company took impairments based on sale result already in Q4 report (thus sale should be roughly equity neutral in Q2 report despite the 80-90m loss on the sale).

I upped JASO's depreciation from 20m to 28m based on their recent 20-F. This improved their EBTDA and EBITDA ratio.
explo has attached the following file:

explo

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43

Friday, April 19th 2013, 1:22am

LDK depreciation update to explicit number given on CC.

I think this concludes Q4, since all solar 11 but STP have reported now. As 20-Fs come out the depreciation numbers might be tuned.
explo has attached the following file:

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