Did RBC do anything to reconcile sold out factories for 2015 with the BIG revenue cut they suggest is embedded in the current backlog? Factories at capacity are a bit inconsistent with Gross margin reductions, too. jd hit the nail on the head - either the CEO has been lying or RBC makes absolutely no sense.
when is the last time that fslr management released forward guidance? haven't they withheld giving out new information since the yieldco was announced? - indicating its too hard to separate out the yieldco projects and impact this will have on fslr reported results.
Is the last forward guidance from fslr (eps of $3.50 to $5.00) out of date?
Solar is already cheaper for me. I live in S. Ca and use just under 10Mwh of electricity annually. The utility charges me about $2,000 for the 10 Mwh. I can install solar panels that should last 20-25 years for $15,000. The utility will "net meter" me giving me full credit for all power the solar produces and will allow the excess as an offset against any drawn from their generation (eg, night time use). As an investment, the IRR is over 10% and that doesn't count future rate hikes from the utility.
My only disappointment is the panels are silicon and not made by FSLR.