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SunPower (SPWR)

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Guest ILOVEPV

The WS ALWAYS work on anticipation (do not forget they use insider info). Should they expected good earnings they would have brought stocks higher well in advance. But even though they are wrong (happens sometimes) and earnings are good they will continue to fulfill their plans until they change/restructure them. There is no such a thing as a free market though sometimes we are watching short squeezes and stuff like that. But it takes place only if an opposite side suddenly becomes too powerful. In 99%+ cases the WS controls every stock. As for CSIQ a raid down was very anticipated (if news are getting public it is not news) but in a final analysis CSIQ will be much higher and this "final analysis" can start any time. Saying it I started add CSIQ buying with small portions. My last buy was today 5.18.

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Guest ILOVEPV

outsmart. It would have been excellent. I have a sizable for my pocket amount of CSIQ (12K right now), so 10 and even 15 would have been a blessing for me. I'm ready to pick 5-6K more if it drops below 5.

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Guest Klothilde

Not a single word on cost per watt. Are they chicken or rebels ?

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Guest Klothilde

Interesting: "Additionally, demand in Japan remains very strong as Toshiba and Sharp accounted for approximately 25 percent of total first-quarter shipments."

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SunPower OEMs for both. BTW that profit is non-gap. Still cool. We were taking lumps for too long.

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Guest cfeng

I love it that SPWR released the report mid day. I think they wanted to make a statement to the shorts and to big oil that funds them. Anyone else long SPWR?

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Guest Klothilde

Total (France's big oil company) acquired a controlling stake in 2011 and has given the company $600 M in credit. Without it we'd have Solyndra Nr 2. So kudus to big oil !

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Guest cfeng

As I said, there is a lot more big oil than Total. And they are funding all the negativity for solar on wall street and the media.

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Guest chrisceeaustin

Great summary. Thanks. The impressive part was that they shipped only 180plus MW in modules. Sold out and made a sizable profit. If they make 22 cents on 180 MW, what happens when they ship 300 MW later in the year. It sounds like with 1.2 GW capacity, they could easily ship 300 MW, or more. Does that translate to 50 cents a quarter? Puts them on pace for 2.00 annual, and, what 20 to 30 dollar stock price?

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Guest Klothilde

It's going to be more than 22 cents imho. Currently Europe is dragging down results, and they are restructuring operations there. Also Japan will likely strengthen even further in the next quarters, and for them as the top efficiency supplier this is an incredible gold mine.

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Guest spinvestor

May 15 2013 08:00:19 1) BFW 08:05 Sunpower Sees 2Q Adj. EPS 5c-15c, Est. Loss 5c 2) PRN 08:00 SunPower Announces Fiscal Year 2013 Guidance 3) BFW 08:04 *SUNPOWER SEES 2013 ADJ. EPS 60C-80C, EST. 55C I would expect market to pull up all solars on this news.

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"On a GAAP basis, the company expects revenue of $2.6 billion to $2.7 billion, gross margin of 15 percent to 17 percent and net income (loss) per diluted share of ($0.05) to $0.20. " That's PE of a 100. I'll take PE of 50 for any of my Chinese holdings, thank you.

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Guest nanofrogfish_spf

I would expect market to pull up all solars on this news.

Agreed...SPWR will lead the entire sector higher today...very strong Q2 guidance... congratulations to the SPWR holders! Looks like we'll all be winners today...unless of course you're short!

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Guest nanofrogfish_spf

not sure why, but it looks like SPWR is spiking again this morning...

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