Just google First Solar panel recycling. FSLR used to recycle its panels for free as part of the purchase price, now they tack on a charge to recycle the panels. And they have to be recycled properly and in approved facilities because of their cadmium content - a hazardous material.
There is only a 10% short interest - not enough for a short squeeze. In the good old days this stock used to have a 35% short interest. 10% is nothing.
Hey Einstein. Solar panels have the same efficiency on Pluto as they do on Earth. They just receive a lot less sunlight. Of course, because of FSLR's optimal performance in diffuse sunlight, they would obviously be the panel of choice on Pluto. If only there was a market there.
I have no idea what point you are trying to make. And BTW the law is not stop for "2-seconds" - it is come to a complete stop.
Or, you could just change stupid laws like they did in Colorado, Oregon, and Washington, etc. Stop signs are a safety issue, false equivalency.
You do realize that the markets are fully open and functioning and only the NYSE is halted right ? And that other market sites are handling NYSE stock trades right ? Nice conspiracy theory though. I wonder if its just a coincidence that Alcoa reports today and you wear aluminum foil hats ?
Why ? Because they sold a bunch of low margin panels to Dubai ? LOL This isn't a FSLR project, its a module sale. You remember last Q earnings ? You remember why margins where so low ? A higher proportion of module sales to project revenues. Its a nice little headline, but doesn't do much for the top or bottom line. Especially with production maxed out, and upgrades to lines going on that take them out of production, they want to use more capacity for FSLR projects (CAFD anyone ?) instead of low margin module sales that eat up 10% of the annual production capacity.
No. You're wrong. Margins will be lower with yieldco. The didn't just create a "customer" with the Yieldco. The yieldco is for project financing - they still a need a customer to sell energy too. What planet are you living on that you think yieldco shareholders are FSLR's customers ?
Someone else gets it. And the depreciated asset that is removed from book value is a benefit to the third party tax equity investors - who take the 30% tax credit and 5-year accelerated depreciation tax benefits all for themselves. Gotta love Wall Street. Meanwhile, FSLR shareholders no longer get the benefit of FSLR old business model of higher margin project sales and move on to the next project. Gross margins are heading down under the new yieldco model.
Ha Ha Ha ! Nice try Jihad GI. I don't need any aliases. You think anyone negative on this stock is only person and its me ? You clowns got what you asked for. Retail investors PRESSURED FSLR to go the Yieldco route, cause SUNE did it so it must be the cool thing to do - not understanding the impacts on the common stock and earnings. I said it was a bad idea when they announced it, and some longs here even agreed with me. But, now you got you wanted - you pressured FSLR management to take on a yieldco, and now its a flop and and common share price is sinking. And now you want the SEC investigate ? Clowns. You got what you wanted - and now you have to live with it.
NREL is not a US government facility. It is a private non profit lab owned by Bechtel and partially funded by the US DOE. NREL is one of my best clients, I have been working with them for the past 25 years. I noticed you didn't post any facts. You just said "You're wrong". Quite a bit of swagger there son, what with FSLR having its first up day in awhile. Absolutely, you can exceed the theoretical limit - but with multi-junction cells. FSLR isn't doing that. LOL Please keep the posts coming. I need the laughter. FSLR flexible thin films on plane wings. FSLR flexible panels more lightweight and efficient than silicon. FSLR exceeding the theoretical max cell efficiency in commercial scale modules in 3 years. The nuggets just keep coming.
Telling ME to research CdTe ? LOL That's rich. So, you are still making things up like FSLR flexible films on airplane wings ? First off, silicon cells have a higher theoretical efficiency than CdTe cells. c-so has a max theoretical efficiency of 34.7%, and CdTe is 29.8% and m-si near 40%. So, for you to say that the theoretical efficiency os much higher than silicon is just a flat out lie. Second, you say that FSLR achieving a 30% in 3-4 is a not a stretch ? OMG. Its not a stretch for FSLR's MODULE efficiencies to be higher than the product's max theoretical CELL efficiency in 3-4 years. Yeah, its not a stretch to do the impossible in 3 years. I could go on, but you clearly clueless and just make stuff to convince yourself of your position. And, no, FSLR has no plans to get into the gadget market. LOL You also made up the stuff about the difference in the efficiency curves. Lies, lies, lies. Just like you said that CdTe is flexible, weighs less and is more efficient. Nice job.
Thanks for the laugh, I needed one. Did you make that stuff up all by yourself ? More efficient than silicon ? thinner ? weighs less ? flexible ? That would be a no, no, no, and no. And when did wiring become expensive ? FLSR on plane wings - that's the best one i've heard all week. Thank you.
LOL !!! Hel1 No ! Why should they give shareholders any shares ? They are using the proceeds from the IPO to fund projects - you think they are running a charity and giving shares away ?
Well, sort of. The Walton heirs still own 51% of Walmart, so they still call all the shots. Note that last week at the shareholder meeting NONE of the shareholder proposals passed because the family was against the proposals and they have controlling interest in the company. But with that said, Walmart stores do have a have lot of solar panels on the roofs - and none are FSLR panels.
You want to know what they use to clean solar panels ? Water. And despite the scarcity of water, it is still insanely cheap. Industrial water rates are cheap at around $2/10,000 gallons in the west. I recently did an analysis for a client on a 20 MW PV project in Nevada - and the annual cost of water for panel washing was under $1,000 a year. Water and panel washing are a complete non-issue. Many projects even contract for water for the 20-30 year life of the project so the costs are fixed over the project life or have an inflation-based annual escalation in price. Nothing to see here, move along.