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jdl1670 17 posts  |  Last Activity: Jun 2, 2015 11:18 AM Member since: Dec 21, 2010
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  • jdl1670 jdl1670 Jun 2, 2015 11:18 AM Flag

    If "they" are losing 20% a month, they must be directly downwind of an open pit coal mine AND don't bother to clean their panels.They would be complete idiots, in both instances, if that were the case, something you have in common with them. Your own post stated that the worst case scenario, without washing, would be 11%. All PV installations wash their panels when needed.

  • Reply to

    FSLR report on soiling Nice headline

    by wowtheking2 Jun 2, 2015 9:56 AM
    jdl1670 jdl1670 Jun 2, 2015 11:09 AM Flag

    "As little as 0.5 mm of rainfall is sufficient to completely clean a dirty frameless module in regions with lighter soiling rates."

    In other words, a very light sprinkle. Same applies to panels made by all other manufacturers.

  • jdl1670 jdl1670 May 28, 2015 4:23 PM Flag

    Just one of many.

    Heliotex™ Automatic Solar Panel Cleaning Systems

    Some of Our Clients:

    First Solar
    Sun Power
    United States Navy
    United States Army Corp or Engineers

  • jdl1670 jdl1670 May 28, 2015 4:20 PM Flag

    Dude, if you're an investor, you'd think you would know how to use google. Any search of solar panel cleaning equipment will turn up literally hundreds of images in the blink of an eye with machines cleaning utility scale solar farms. Don't be such an idiot. I just did it a second ago. We all know the answer except you because your ask is too lazy to type 20 letters and push enter. Yahoo doesn't let you post links otherwise I'd post one just to shut your ask up.

  • jdl1670 jdl1670 May 27, 2015 1:21 PM Flag

    Reading comprehension problems? I suggest you re-read the replies to your posts. Or better yet, there's this thing called Google that will give you any answer you want, even about cleaning solar panels. Somehow I doubt you really care about finding out.

  • jdl1670 jdl1670 May 26, 2015 11:48 AM Flag

    Optimistic is one thing. 40% downside from where it was Friday is quite another. Huge difference in the opposite direction. Either this guy knows something no one else does and the CEO was lying during the earnings call, or he's trying to drive the stock down for some nefarious purpose.

    "As a result of the improving competitiveness of our module and continued demand we see ahead of the potential ITC step down after 2016, we are ramping our factories to full utilization.

    Also as we indicated previously we are adding two additional lines at our Ohio location. We are virtually sold out for 2015 and were increasing our contracted volumes for next year. We expect to shift between 2.6 to 2.8 gigawatts for the year including shipments to self-developed projects in the first quarter we have ship 690 megawatts, a new record for a single quarter. We are encouraged by the continuing bookings momentum as highlighted on Slide 6. Total bookings for the first quarter of 2015 were 422 megawatts DC against shipments of 690 megawatts DC.

    In the month of April we have booked an additional 483 megawatts, as a result our [in need] outstanding bookings are now at 3.9 giga watt DC and increase of 200 megawatts from where we ended 2014."

    Jim Hughes, CEO First Solar.
    April 30, 2015

  • jdl1670 jdl1670 May 21, 2015 11:32 PM Flag

    In relation to the cost of the facility and the power produced, a pittance. It's not a high tech job and depending on the location, extremely cheap labor can be utilized or even robots. FSLR holds very few solar installations.

    "Every night while the world is sleeping, 100 robots get to work in the 20-acre park to clean up Ketura’s solar panels so that they can better absorb the sun’s rays. Each robot uses multiple microfiber cloths and a controlled air flow to gently clean the panels without using any water and each robot can tackle about 100 square feet of panel a minute."

  • jdl1670 jdl1670 May 21, 2015 11:20 PM Flag

    Land ice is rapidly disappearing in the Antarctic as well. Sea ice extant makes no difference in sea level rise, other than heat absorption/reflection. Antarctic sea ice melts off almost completely every year, so variations, more or less sea ice, are meaningless. Antarctic land ice is the problem and it's shrinking fast. Three guesses why. Climate is global, and the globe is heating up at an extremely rapid rate. It's 80 in AK right now, weeks early. Last year was the hottest on record, putting to bed the RW lie that temps aren't rising, and the first three months of 2015 are also the hottest on record for that time period.

    Judging how a POTUS travels in relation to GW seems a bit absurd. Their position requires constant travel, separately or together. In the big scheme of things, the 35 gigatons humans dump into the atmosphere every year, it's less than a grain of sand. Policy is what could make a huge difference.

    The DOD is devoting huge sums to prepare for the effects of GW. Might want to check into it.

  • jdl1670 jdl1670 May 19, 2015 1:02 PM Flag

    Legit question? Really? I guess you think the Pentagon should allocate much of their budget to combat global warming as well? Somehow I doubt it.

    Pentagon: Climate change a national security threat

    "Rising global temperatures, changing precipitation patterns, climbing sea levels, and more extreme weather events will intensify the challenges of global instability, hunger, poverty, and conflict. They will likely lead to food and water shortages, pandemic disease, disputes over refugees and resources, and destruction by natural disasters in regions across the globe," he adds.

    The report asserts that climate change will affect the Pentagon's ability to "defend the nation" and "poses immediate risks to U.S. national security," which is why the department is factoring impacts into everything from "war games" to "defense planning scenarios."

  • Reply to

    This stock was at 60.99 last October...

    by sr.cosa Apr 16, 2015 2:14 PM
    jdl1670 jdl1670 May 17, 2015 12:22 PM Flag

    It hasn't hit $100 in almost four years. If they have a couple more quarters like the last two, it won't hit 65, let alone 100. Hard to believe that will happen if all their lines are operating at full capacity and they're sold out for 2015. I think the efficiency gains in the last few quarters are going to start making a big difference in their order book. It's almost a no brainer comparatively speaking, especially in hot and humid climates.

  • Reply to

    i guess this will be down 30%

    by ivodirect Apr 30, 2015 5:11 PM
    jdl1670 jdl1670 Apr 30, 2015 5:30 PM Flag

    Yieldco is taking revenues from bottom line now, but they're still there and will be realized later. Efficiencies are the big story here, 16.3%.

  • Reply to

    open 65 and change

    by bacteria4000 Apr 30, 2015 5:20 PM
    jdl1670 jdl1670 Apr 30, 2015 5:21 PM Flag

    Try down over $5 after hours.

  • Reply to

    Earnings. Not good.

    by jdl1670 Apr 30, 2015 4:58 PM
    jdl1670 jdl1670 Apr 30, 2015 5:01 PM Flag

    First Solar sees Q2 sales $750 mln-$850 mln; FactSet consensus $755 mln

  • Reply to

    Earnings. Not good.

    by jdl1670 Apr 30, 2015 4:58 PM
    jdl1670 jdl1670 Apr 30, 2015 5:00 PM Flag

    First Solar Q1 sales $469.2 mln vs. $950.2 mln; FactSet consensus $620 mln

  • First Solar Q1 net per-share loss 62 cents vs. profit per share $1.10 a year ago

  • jdl1670 jdl1670 Apr 30, 2015 11:58 AM Flag

    I thought they canceled the last analysts day and don't have one scheduled anytime soon.

  • jdl1670 jdl1670 Apr 24, 2015 12:22 PM Flag

    "Trina solar today announced that its State Key Laboratory of PV Science and Technology of China has set a new world record for high efficiency p-type multi-crystalline silicon PV modules. Trina Solar's Honey Plus multi-crystalline silicon module reached a new module efficiency record of 19.14% "

    Big deal.

    "Last year at this time, First Solar crushed the conversion efficiency mark for cadmium telluride with a world-record 20.4 percent.

    That figure has been easily eclipsed a year later with a NEW RECORD of 21.5 percent. And with that mark, First Solar now expects to exceed its 22 percent in 2015 target."

LLEN
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