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First Solar, Inc. Message Board

  • shares245 shares245 Apr 2, 2013 11:52 PM Flag

    FSLR=MCP=$2.00 or CH11

    in 2014. Who buys this at all?

    Sentiment: Strong Sell

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    • FSLR is more likely to declare BR than MCP

      FSLR will eventually have to close all of its manufacturing as it will not be economical.
      They cannot compete with poly-si and the new thinfilm Chinese company Hanergy that bought US MiaSole.
      They will no longer be able to hide their panels in total installation project costs - so this biz goes away too.

      MCP has products that are in demand [competitive], but subject to declining WW prices due to weak economy.
      When economy improves, pricing will improve. Proprietary magnets [for electric cars - hybrids and EV's] and SorbX [as a use for most common RE cerium] are adding value to just simply mining.

      While you could say the same for FSLR, the fact that their panels require more land and infrastructure for the same amount of yearly power production than poly-si - they lose - period!

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