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odyd12

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Thursday, February 7th 2013, 8:32am

Wacker Q4 prelim and pdf deck

http://www.wacker.com/cms/media/document…lim_fy_2012.pdf

nr

http://www.wacker.com/cms/en/press_media…etail_40320.jsp

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uchsteve

Boss

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Thursday, February 7th 2013, 12:41pm

I like that Wacker is saying prices are stable.
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odyd12

odyd12

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Thursday, February 7th 2013, 2:55pm

I like that part too. I also liked the part about consolidation and holding to prepayments.

explo

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Thursday, February 7th 2013, 4:05pm

Declaring c-Si winner of technology race in this one:
http://www.wacker.com/cms/media/document…ar_NY_01-13.pdf

odyd12

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Thursday, February 7th 2013, 11:04pm

Polysilicon results

OCI
odyd12 has attached the following file:
  • OCI 2012 Q4.pdf (1.39 MB - 10 times downloaded - latest: Yesterday, 7:29am)

odyd12

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Thursday, February 7th 2013, 11:30pm

Woongjin results from H1 2012, anyone writes and speaks Korean? Could be a neat source of info?
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explo

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Friday, February 8th 2013, 12:41am

Oci:

"The most popular commodity these days is high efficiency multi-wafers."

Cheapest power.

Interesting that Oci makes this observation.

explo

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Friday, February 8th 2013, 12:57am

Many other interesting observations in the Oci deck.

Klothilde

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Friday, February 8th 2013, 1:48am

Quoted from "explo"

Many other interesting observations in the Oci deck.


Full CAPEX transparency for their various poly projects on page 28!

odyd12

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Friday, February 8th 2013, 6:52am

A lot but no disclosure on the cost of production. $2 of savings across production lines. The only reason Explo is probably lower purity poly , which can cost less to produce.

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