Solar Industry and Burden of Debt - A Q4 View
In Q4, 18 leading companies added $1.9B in debt, while increasing cash accounts by $600M
US-listed Chinese solar companies use pricing to fight homegrown rivals
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
Solar Global view, Chinese set to lead in 2012 while new markets emerge
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
2012 SPVI speculative expectations
2011 is almost over and in many ways investors are not going to miss it




