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SunPower Corporation Message Board

  • lakers_w lakers_w May 16, 2010 5:58 PM Flag

    Reason to BUY SPWRA, see slides 3-6,8-11,13,15

    Please read slides 3-6,8-11,13,15 of
    1Q10 Earnings Supplementary Slides 15-May-10 08:11 pm

    SPWRA is a M&A bait trading at $1.27B, nearly 0.5X 2010 rev ($2.25B) with over 4GWac in the pipeline, very low system cost, high GM w/ Oasys module, > 23% Gen 3 Cel technology.

    Slide 6 displays chart:

    Developer Model: Maximize Gross Profit / Watt
    Gross Profit by Value Chain Step v. Vertical Integration ($/W)

    Slide 9 articulates:

    More kWh/ft2= Better Customer NPV

    "Price is very important, but the installed price is also important. An inexpensive panel with a high installation price isn’t necessarily a bargain."
    -Mark Nelson, Director of Generation and Strategy,Southern California Edison, 3/10/10,

    SunPower’shigh efficiency solar panel price premium reflects higher kWh/ft2and NPV from constrained roofs or land areas (e.g., U.S., Japan, Italy, Germany).

    Slide 10 conveys:

    Key Cost Reduction Initiatives
    Increased conversion efficiency
    –2010 panel cost reduction in-line with ASP assumptions
    –Gen 3 cell technology, minimum 23% conversion efficiency
    Supply-chain improvements
    –Improving materials cost >10% in 2010
    –Regional modcoreduces logistics costs and working capital
    Reduce Capex, increased OEE
    –R+D driven CapExand ROIC improvement
    –Improving line productivity by 15% in 2010

    Slide 11 says:

    Oasis 25% Balance-of-System Savings by Category

    Chinese, Japanese, Korean, European cos would likely acquire SPWRA for dirt cheap. I expect this stock to trade north of $20 soon.

36.68-0.95(-2.52%)Sep 19 4:15 PMEDT

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