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This sixteenth edition of Photovoltaics International marks four years of production of the quarterly journal. As always, our focus is on efficiency and quality improvement and cost reduction in manufacturing. As 2012 rolls along, companies are falling by the wayside due to supply and demand issues, ASP declines and drastic governmental subsidy cuts. A clear picture of 2012 is offered through papers from the likes of TÜV Rheinland, Fraunhofer ISE, SEMI PV Group and EPIA, amongst others.
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This digital interactive Lite sees Tom Cheyney follow Agua Caliente’s progress on becoming one of first truly utility-scale PV power farms, where 40–50MW (AC) will be commissioned by the end of the year. We also feature one of the world’s largest silicon thin-film PV power plants, Avenal; a report on warnings of the collapse of module prices from Solarbuzz and PI-Berlin presents tips on PV module testing. A print version of this edition will be distributed at Solar Power International 2011 in Dallas, Texas.
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Manufacturing the Solar Future 2012, the second in the Photovoltaics International PV Production Annual series, delivers the next installment of in-depth technical manufacturing information on PV production processes.
Comments
LJ,
“Strong Buy”? More like strong bye, bye.
FSLR lost it’s way, expanding mfg w/o realizing that project development is a long, complicated process that can seldom be scheduled.
New projects to be announced tomorrow!?!
“Strong Buy” they’ll probably announce new projects in tomorrow’s call, since all of their previous 4 projects are now SOLD!!! YES SOLD!!!! First Solar will build, operate and maintain the facilities!! They will need to HIRE more people to construct these farms!! Timeline of sales:
August 5th, 2011: NRG Energy Acquires 290-Megawatt Agua Caliente Solar Project from First Solar.
September 30th, 2011: Exelon Corp. announced its acquisition of Antelope Valley Solar Ranch One, a 230-megawatt solar photovoltaic project under development in northern Los Angeles County, Calif., from First Solar.
October 7, 2011: GE EFS and NextEra buy First Solar’s 550-Megawatt Desert Sunlight Solar Farm.
December 7th, 2011: First Solar Sells 550-megawatt California “Topaz” Solar Farm To MidAmerican Energy.
The sale of “Topaz” is contingent on tying off “certain closing conditions” including permit and electrical interconnection arrangements… once confirmed (maybe during tomorrow’s call), stock will pop again, and shorts will get CRUSHED!!!
These RECENT deals have broader implications, as it highlights that high quality projects will get financing even in a dislocated macro environment that has hampered project financing, and will have a positive perception effect!!!! They will announce more projects and when they do, the stock will pop… people will buy these farms!!!
Strong Buy!!
http://www.fool.com/investing/general/2011/12/13/year-end-bounce-10-underperformers-that-may-bounce.aspx
#5 . First Solar