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JA Solar Holdings Co., Ltd. Message Board

  • the_performance100 the_performance100 May 18, 2009 10:45 AM Flag

    The MMs are bad, cruel, and cold-blooded


    I feel sad that they took your shares away at today's prices.

    JASO had 0.11 cents loss last quarter because they took a US$10 million inventory writedown in the Dec quarter. We will have no more write down this quarter, and if the SG&A expenses gets back to the Sep quarter last year, the non-GAAP result will be positively impacted in the range of 9 big cents.

    The other Chinese solar cell maker, CSUN, is even higher than JASO. Unbelievable. China Sunergy's guidance for the March quarter was about 20 MW. Really uncomparable with JASO.

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    • Some corrections:

      Re: Q4/2008:

      A.There was a $10 million inventory write down on the Cost of Goods Sold. A 6 cents impact.

      B.i)There were various one-time charges totalling 11 million included in the SGA expenses. Another 7 cents effect.

      ii) There were also extra R&D expenses and some quarter specific professional fee totalling 2 million. An effect of 1 cent.

      Conclusion: Without A and B, the bottom line will be positively impacted by 14 cents.

      My guess is: Q1/2009 is at least breakeven.

7.05-0.01(-0.14%)Jul 25 4:00 PMEDT