Thursday, 16 January 2014
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Looking even further Canadian is seeking all-in-cost to be in area of $0.50 to $0.60 per watt, a number which is incredibly low versus today’s costs ...
As part of the reorganization REC has shut down its European wafer capacity ...

Solar Industry and Burden of Debt - A Q4 View

Published in SPVI NEWS
Friday, 20 April 2012 18:00
In Q4, 18 leading companies added $1.9B in debt, while increasing cash accounts by $600M ...
We have determined there are at least 300 entities in China, with around 100 being active ones with at least 16GW of ingot and wafer capacity ...
The recipe for a successful solar company in 2012 includes a variable ASP driven by conversion premiums, low cost, and a capable balance sheet, including ample cash and manageable debt ...
the long term effects on Chinese companies executing business objectives in the US are expected to have minimal impact ...

Solar plant development is the next phase of the price war

Published in SPVI NEWS
Saturday, 17 March 2012 18:00
Development of solar plants has become a silver bullet solution to combat negative gross margins ...
Management has placed their view on wafer cost below $0.25 per watt, and processing cost, which combines cell making and assembly of the module, at $0.30 to $0.35 per watt. ...

2012 SPVI speculative expectations

Published in SPVI NEWS
Monday, 26 December 2011 16:23
2011 is almost over and in many ways investors are not going to miss it ...