First Solar is becoming an EPC [engineering, procurement and construction] business. So what pricing and margins does that imply? $5 per sh EPS? higher?FSLR is not in the module business. It should be valued on its pipeline business.PT $22-$24 (expect a research report to be announced about this soon)Expect the company to sell its Ohio plant to GE for $500M.
FSLR will obtain all the business from the failed sloar companies.