2 pointsWhat are you talking about???? The CNs (well, what's left of them--JKS and CSIQ) are actually UP 30-50% off their lows, and holding steady despite the market tanking 400 points/day. Even DQ never hit your predicted teens (although it came darn close), is up 25% from there, and is also not falling back down. It looks to me like "the market" has called a bottom on the CN solars. Barring unexpected bad news, the expected direction is up from here.
1 pointLatest SEIA quarterly report. It's titled Q4 but refers to Q3. As if life wasn't complicated enough. https://www.seia.org/research-resources/solar-market-insight-report-2018-q4 11.2GW of utility PPAs signed in the first 9 months of 2018. Multi selling for 38 cts in Q3 and Mono-PERC for 41. That's just wonderful for FSLR. Strong demand and strong pricing.
1 pointMe thinks it's decent. Almost $4 in the high end if you take out start-up and ramp. I thank thee o father for it could have been worse.