Hoping to announce some big deals in second half according to CC
IMO, This call was more about keeping stability with a 1:1 Book and keeping cash flow positive. Plenty of cash flow tied up in current projects.
The Dimond Boys will rightly so talk about the reduced margins in 2013. Will need increased revenues to produce equal earnings. This may well happen in second half, they will provide more info by April analyst day. Overall FSLR is stable, but shorts will take advantage of weaknesss in first half of the year.
3 factors that could help us rip higher in second half:
1) Consolidation or BK of Chinese competitors.
2) Increase in Polysilicon as produces and tariffs kick in, thus giving thin film a price advantage.
3)Large projects announced which will increase revenues to offset declining margins.
This was my take from the CC.
True, may just wait for an annoucement and keep my calls for the unexpected. If Wallstreet can pump POS Netflix to a 600 P/E then who knows if they decide to pump this based on a few good size projects.