Well that is just wrong. There is no James Lee that I'm aware of working at goldman. Again trying to put out a bunch of misleading info. Are you trying to hide the truth by having people do searches on the wrong name??
I believe Brian Lee could be an unindicted co-conspiritor in this case which is part of the confusion. I'm not sure you were aware of that . Regardless he should be considered innocent until proven guilty. Good work findiing all that info dboy. Need more people like you on this board.
Another bullet in the silicon based solar lovers today with DigiTimes reporting wafer prices rising to nearly $1. Of course all the idiots sell every solar player even though FSLR is not using silicon and should be going up since it will only increase the competitiveness of CdTe.
Both your "seeking articles were great with excellent research which agreed with my view of why First Solar is going to be strong. I particularly liked your response to a short. I've posted a part of that response here for those who may have missed it. I hope you don't mind but I think it really is a good question to the shorts. Exactly what are they betting on?
"I believe you may have missed the point that FSLR's FUTURE revenue which is based on its current signed backlog is priced at $2.89/watt, which compares to the $2.75/watt they appear to be have recognized as revenue this year. Which suggests future profits in the $7.8B backlog - which roughly equivalent to 2 years revenue for FSLR - will continue to be roughly in line with current levels and are not dropping precipitously. If short sellers are taking the long view that they'll establish short positions and wait 2 years for the backlog be replaced by lower priced contracts then I say good luck to them. In addition, 2 years is a long time in a fast moving industry. Cost reductions and other efficiencies could allow FSLR and other solar companies to grow their profit even at lower revenue levels. So again, if the shorts are that confident that they can wait two years for the backlog to turn over, that prices really will decrease substantially and cost reductions won't offset the price reductions, then good luck.""
Yea, today's SA article very good. It addresses the key point shorts would like everyone to believe which is FSLR margins are going to tank. Demonstrates well that the backlog probably has pretty good margins still. Should scare the #$@$ out of those that are short and betting that earnings are going to collapse.