Total cost to produce module at $0.55-$060 incl.Poly be end of 2012 for CSIQ.
Total cost install $1.5 end of 2012.
Wafer price below $0.25 end of 2012.
+ $0.12-$0.15 opex. Hard to make money.
Based on CC from CSIQ today.
abc off topic question,
The acquisition of Solon by Microsol, what happens to shares of Solon, they seem to be still trading, did Microsol offered to buy shares off the market for any price? Normally shares of bankrupt company would be worthless, I am curious how does this go in this case?
LDK said they will keep Sunways listed but they have put the voluntary public takeover offer for all shares outstanding?
Any info on this would be appreciated.
As I recall, when they were pressed on it, they stated 800-1000MW of modules (not just solar products) AND additional 100-150MW of systems(on systems they did not specify, but it has to be additional 100-150MW of modules).
Did they cover the wafer and cell sales as partof the 800-1000mw or might they also have an additional 160MW of other solar sales not modules and not projects.
They have always stated MW of shipments and not necesarily briken out the module portions.
Out of town and not able to listen to the con call.
>Like always Explo doesn't get it. ASP's have to go down to get to true grid parity
And how are you saying they will get there? Right, by minimal vertical integration. Let's have overhead and margin requirement along the whole value chain. I get your idea. It is bad.
Note that I don't argue that GCL won't make money. They just won't make them for csiq. They'll make 'em for themselves.
that is true. 800-100MW modules and 100-150MW of system. 800-1000MW at GM 2-8% and system GM 20-25%.
That means they will lose money on all modules sale. and make money on systems.
But overall they will lose money in 2012.
That's what I heard in the Q&A session of the CC. Analyst asked question twice as it was not clear the first time. This is my understanding of what they said - system part (100-150) was separate (additional) to modules only guidence of 800-1000.
1. 800 to 1000 MW - modules only,separate from systems.
2. 100 to 150 MW - systems (additional modules) on top of #1 above.
So yes, total of upto 1150 MW modules (hopefully they're conservative and can ship full 1.2 GW capacity, this would yeld a nice upside to at least shipments).