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Suntech Power Holdings Co. Ltd. Message Board

  • d_tiger1111 d_tiger1111 Apr 5, 2008 10:16 AM Flag

    Who are the real solar players?

    I own a couple(STP and LDK) and have done extensive research on all the companies, but I would like to get everyone's opinion on who they believe will be the winners and why.

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    • I read some where that First Solar's product's are not very environmentally friendly and are out right toxic!

      Anybody know the full truth on this, because what I originally read described the problem.

      • 1 Reply to nann4bu
      • Yes during mfg...after i'm sure its encapsulated and less hazardous

        Check page 21 and 24


        Environmental obligations and liabilities could have a substantial negative impact on our financial condition,
        cash flows and profitability.
        Our operations involve the use, handling, generation, processing, storage, transportation and disposal of
        hazardous materials and are subject to extensive environmental laws and regulations at the national, state, local and
        international level. These environmental laws and regulations include those governing the discharge of pollutants
        into the air and water, the use, management and disposal of hazardous materials and wastes, the cleanup of
        contaminated sites and occupational health and safety. We have incurred and will continue to incur significant costs
        and capital expenditures in complying with these laws and regulations. In addition, violations of, or liabilities under,
        environmental laws or permits may result in restrictions being imposed on our operating activities or in our being
        subjected to substantial fines, penalties, criminal proceedings, third party property damage or personal injury claims,
        cleanup costs or other costs. While we believe we are currently in substantial compliance with applicable
        environmental requirements, future developments such as more aggressive enforcement policies, the implementation
        of new, more stringent laws and regulations, or the discovery of presently unknown environmental conditions may
        require expenditures that could have a material adverse effect on our business, results of operations and financial
        condition.
        In addition, our products contain cadmium telluride and cadmium sulfide. Elemental cadmium and certain of its
        compounds are regulated as hazardous due to the adverse health effects that may arise from human exposure.
        Although the risks of exposure to cadmium telluride are not believed to be as serious as those relating to exposure to
        elemental cadmium, the chemical, physical and toxicological properties of cadmium telluride have not been
        thoroughly investigated and reported. We maintain engineering controls to minimize associate exposure to cadmium
        and require our associates who handle cadmium compounds to follow certain safety procedures, including the use of
        personal protective equipment such as respirators, chemical goggles and protective clothing. In addition, we believe
        the risk of exposure to cadmium or cadmium compounds from our end-products is limited by the fully encapsulated
        nature of these materials in our products, as well as the implementation in 2005 of our end of life collection and
        recycling program for our solar modules. While we believe that these factors and procedures are sufficient to protect
        our associates, end-users and the general public from cadmium exposure, we cannot assure you that human or
        environmental exposure to cadmium or cadmium compounds used in our products will not occur. Any such exposure

        http://files.shareholder.com/downloads/FSLR/276076802x0xS950153%2D08%2D367/1274494/filing.pdf

    • FSLR, SPWR and STP are the top tier. All are large companies with good R&D and sound management. All have a few warts but should be the long term winners in the market.
      FSLR (thin Film) is not bound by poly-silicon prices however the efficiency of thin film pales by comparison to silicon panels and doesn't last nearly as long. As evidenced by the idiotic rise in FSLR stock - this is the company most of the investors have in the #1 slot. They will be very competitive when the either increase the efficiency, drop the price or both.

      STP is also well positioned in thin film looking forward and has arguably the best traditional panels on the market for under $4 per watt. The warts here are with management blindsiding investors with dilution through convertibles. They have done well in securing silicon contracts to cover them near term from spot market prices.

      SPWR I am less informed about so I will leave a synopsis to others - I have owned it in the past but have not in quite sometime so my info could be grossly out of date.

 
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