[Guest littleguyintucson]

But how are they going to do this?

es, if they go to 1GW they can reduce opex∫ from 16-17 ct to 11-12. But how are they going to do this?

I do not believe everything I type or suggest. Just to be that clear I throw out what if scenarios for people to consider I make risk assements on what I expect.and yes, I understand there are potential cost. I believe Yingli has indicated they will outsource some wafer(ala GCL) and cell (taiwan for US). Module mfg is likely able to be done at little to no cost with existing capacity. If they are shipping to Europe and there are imposed tarrifs, one can bet they shift some production outsoruced to other regions. from SA Q1 con call "think as a commercial company we have been started to consider some potential solutions including from the OEM resources of China maybe also including a potential idea to think about some overseas capacity cooperation with some partners" I will state in the past companies like TSL and YGE far exceeded their nameplate capacities by as much as 30% in the past. If YGE is at 2.5GW nameplate, I could see them at 3GW maybe more for cell capacity and module. .

[Guest cfeng]

http://tickerreport.com/yingli-green-energy-hold-co-price-target-cut-to-1-80-by-analysts-at-credit-suisse-yge/6270/ Equities researchers at Credit Suisse decreased their target price on shares of Yingli Green Energy Hold. Co. (NYSE: YGE) from $2.25 to $1.80 in a research report issued on Monday, AnalystRatingsNetwork.com reports. The firm currently has an “underperform” rating on the stock. Credit Suisse’s target price would suggest a potential downside of 39.19% from the company’s current price.

[Guest greensolar]

I don't think this has been posted. http://www.businessweek.com/news/2013-06-05/dupont-yingli-sign-100-million-one-year-solar-supply-agreement

[Guest chris28]

it's the first time i've prominent advertising for yingli. not sure what the demand for solar panels is in the pacific northwest

[Guest ILOVEPV]

YGE and CSIQ are the only stocks with an increased SI. All others got SI less than in a previous report.

[Pop2mollys 416]

The company said its capital and cash flow have “obviously improved” since the first quarter as prices rebounded and gross margins started to recover. Gross margin shows how much a company earned after paying production expenses, employee salaries and plant utility bills. Yingli Energy expects its gross margin to widen to 11 percent in the second quarter from 4 percent in the first three months even after the EU’s initial import tariffs. http://www.bloomberg.com/news/2013-06-14/yingli-unit-to-halt-dividend-and-slow-investment-to-repay-debt.html

[Pop2mollys 416]

it's ok klothilde, I seem to have many relationships. You seem to like one Asian but prefer to watch, a bit perverted for my taste.

Hilarious.... How did I miss this post first time around

[Pop2mollys 416]

YGE sounds very bullish about Q2. They guided 9-11% GM in CC. I guess they are confident they will hit top end of that range at 11% according to comments in article.

[Guest Klothilde]

They guided 9-11% GM for Q2. They do sound very upbeat though, especially about improving ASPs. And as a matter of fact ASPs in Europe did go up 5-10% after the start of customs regiistration beginning of march.

[Guest greensolar]

Yingli to develop 3 GW of PV plants in China Read more: http://www.pv-magazine.com/news/details/beitrag/yingli-to-develop-3-gw-of-pv-plants-in-china_100011726/#ixzz2WDyRLEhT