SolarPVInvestor Forums

Klothilde

Intermediate

Posts: 408

Date of registration: Nov 19th 2012

Thanks: 48

Wednesday, April 3rd 2013, 7:41am

Good lord. You are not worried about your SOL investment? Let's hope SPWR never becomes competitive and that the machinery gets recycled into H-beams.

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explo

Professional

Posts: 787

Date of registration: Sep 29th 2012

Thanks: 50

Wednesday, April 3rd 2013, 8:37am

I'm not saying that SPWR will be the mass producer of low cost HP modules. They'll show that it can be done. Like Germany showed how BOS can come down when an industry is allowed to establish and mature. I think we all know who will do the cheapest cooking once the recipe is known.

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Beginner

Posts: 26

Date of registration: Mar 23rd 2013

Thanks: 2

Wednesday, April 3rd 2013, 10:57am

SPWR keeps up with the pattern though: highest efficiencies and highest gross margin next to say FSLR(?) Who is to say they won't be cost leader, per watt? They claim that the X-series produces 75% more energy than conventional solar panels. What's conventional? A typical YGE panel?

Whatever the case, 75% is a great deal, and I do not think their panels cost 75% more than the conventional panel. And it's much less likely to go bad.

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ILOVEPV

Intermediate

Posts: 183

Date of registration: Jan 28th 2013

Thanks: 5

Yesterday, 9:58am

from a TA point of view SPWR raid down is completely justified. In particular there is a gap 6.25 to be filled. I have a big buy order in this area though not sure the stock will be taken so low. Actually all solars are starting to line up for the Q1 reports (JKS is the only late stock, that is why some uncertainty makes JKS an outsider now) ). TSL stucks in 3.50-3.60 area with no move - a slow professionally designed short covering is in effect. YGE is still on a way down and the next leg down to 1.50 area has a big probability (JMHO).
As for SOL I am more or less confident that a bottom is around or already reached though I can not exclude a fast short-live raid down to pick stop losses set by prudent investors/traders. If it is a case I prepared to buy really big trading position. As for my yesterday SOL pick I sold it for 1.36 today and set another buy order for the same 1.26 (why not to trade if you have a chance to make some pocket change).
Good luck to all.

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Beginner

Date of registration: Mar 6th 2013

Thanks: 1

Yesterday, 10:18am

Does anyone know what process and technology (patents?) SPWR uses to achieve that high efficiency and why someone else can't do that same? Is there something proprietary?

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rational_judgement

Beginner

Posts: 42

Date of registration: Jan 17th 2013

Yesterday, 10:42am

Quoted from "chrisceeaustin"

SPWR keeps up with the pattern though: highest efficiencies and highest gross margin next to say FSLR(?) Who is to say they won't be cost leader, per watt? They claim that the X-series produces 75% more energy than conventional solar panels. What's conventional? A typical YGE panel?

Whatever the case, 75% is a great deal, and I do not think their panels cost 75% more than the conventional panel. And it's much less likely to go bad.

You are missing an important point. The article says

"...results in approximately 75 percent more energy production over the first 25 years, when compared to a conventional solar system covering the same sized roof..."

The comparison is between physical sizes.

The following comparison is more relevant from cost/watt point of view.

"...The X-Series delivers approximately eight to 10 percent more energy per rated watt when compared with conventional solar panels..."

They are 8 to 10% more efficient. Do their panels cost 10% or more than other makers (for the same wattage rating)?

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Beginner

Date of registration: Mar 6th 2013

Thanks: 1

Yesterday, 10:59am

Klothilde, are you invested in SPWR?

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Klothilde

Intermediate

Posts: 408

Date of registration: Nov 19th 2012

Thanks: 48

Yesterday, 11:16am

Yes, why?

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Beginner

Posts: 26

Date of registration: Mar 23rd 2013

Thanks: 2

Yesterday, 11:23am

You are right that SPWR panels are more expensive per watt. But for reasons of reliability and efficiency, and just overall quality they still sell and lease and are market leaders in USA. Think of it like this. What happens when you want to sell your house in ten years, and you've got solar panels that kinda sorta work. That may actually be a liability -- the new owners may want to take them down. If you have SPWR panels with iron clad warranties, you sell your house with added 8K or more. My estimate.

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Beginner

Date of registration: Mar 6th 2013

Thanks: 1

Yesterday, 11:39am

Cause I bought some today at $9.05 for a quick trade.

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Klothilde

Intermediate

Posts: 408

Date of registration: Nov 19th 2012

Thanks: 48

Yesterday, 11:41am

UUUPPs sorry solarcat, I'm invested in FSLR. Don't know where my mind was.

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Beginner

Date of registration: Mar 6th 2013

Thanks: 1

Yesterday, 11:42am

chrisceeaustin, AFAIK everyone has the same warrantee. TSL, YGE, SOL, CSIQ, SPWR, FSLR, etc.. and it may be the same insurer.

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odyd12

Administrator

Posts: 1,020

Date of registration: Jan 3rd 2013

Thanks: 117

Yesterday, 3:56pm

chrisceeaustin
Please do not post full articles here. Only links and 100 words of text can be quoted max.

I am deleting your post

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