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Daqo New Energy Corp. Message Board

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  • faosto faosto Jul 2, 2011 1:20 PM Flag

    Spot Poly $54

    I need to send u a different article on stp and wfrn from
    Schwab. Iraqis that die to the falling poly prices stp is canceling their 10 year contract with wfr, paying $120 mll for the cancellation, and bringing more poly production in house. My guess is we will see DQ expedite panel and wafer production. Poly has better margins at $60-70. But not at $40-50 unless mfg cost is $20-25. If solar''s holy grail is grid parity, then either concersion efficiency must go up, or cost per watt must come down, or both. And that means long term every price component in the module must still fall further. Outside od GCL DQ Is in a very good position to do that IMHO

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