BradleyWong Posted December 29, 2008 Report Share Posted December 29, 2008 Six Sisters: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech from: The Four Peaks ++++++++++++++++ Peak #1: Volume growth Supply expanding 13X from 4GW in 2007 to 52GW in 2012, but % YoY growth rate will slow beyond from 2009 Peak #2: Price Strong demand environment driven by low interest rates, rising grid prices and policy support makes price crash unlikely, but prices declining 7% CAGR 2007-2012 including -11% YoY in 2009 Peak #3: Profit margin Solar cost reductions continue at a -7% CAGR 2007-2012 and OP margin remain >30%, but tight areas of supply chain reduce pace of cost reductions and lead to profit margin contraction from 2009 Peak #4: Electricity PV is rapidly penetrating electricity markets and will achieve noticeable share by 2012, but the expansion may hasten saturation and/or backlash from traditional electricity players Peak players: 6 “solar sisters” Six companies are pulling away from rest of the industry by pursuing strategies at the electron level, each possessing realistic potential to achieve more than $6bn in revenue and $1.5bn in operating profit by 2012: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech. http://www.solarannual2008.com/keypoints.htm Link to comment Share on other sites More sharing options...
jerpy Posted January 1, 2009 Report Share Posted January 1, 2009 Six Sisters: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech Peak players: 6 “solar sisters” Six companies are pulling away from rest of the industry by pursuing strategies at the electron level, each possessing realistic potential to achieve more than $6bn in revenue and $1.5bn in operating profit by 2012: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech. http://www.solarannual2008.com/keypoints.htm Well i track this sector here and as at December 26, 2008 here's some comparative returns for investment purposes http://www.photon-magazine.com/ppvx/index.htm First Solar is the best performer at $135.01 (-49.5% ) with Suntech Power $10.29 (- 87.5%) the laggard having suffered quite badly in the preceeding week to the table stats with a fall of -12.4%. The others in between. If size matters for investment purposes, then it's not yet showing, if anything you might argue the reverse. Riggers Link to comment Share on other sites More sharing options...
No6 Posted March 13, 2009 Report Share Posted March 13, 2009 Sun still not shining on this sector yet. Link to comment Share on other sites More sharing options...
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