Sun, Sep 21, 2014, 6:07 AM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

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

    http://files.shareholder.com/downloads/SPWR/916433035x0x373467/7da40880-39fa-4e6a-ba47-edcf6d224bea/Q1%202010%20Supplementary%20Earnings%20Slides.pdf

    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, wsj.com

    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.

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

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.