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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

solenergi aktier er kollapset


383 le 23/11 2008 12:58
2
Oversigt

solenergi - utroligt den er

faldet så meget

den skal man vel købe

http://finance.yahoo.com/q?s=CSIQ

polysilicon faldet fra 550 til

200

rammer det ikke også den norske renewable energy?, jeg kan ikke engang huske hvad den hedder

http://www.marketwatch.com/news/story/polysilicon-prices-tumble-glut-solars/story.aspx?guid=%7B56DB4C4F%2D6FFA%2D4457%2D8623%2D235891DB28C4%7D&siteid=yhoof

sjove charts, de går mod 0 allesammen

de havde måske regnet med at GM skulle køre på solenergi

DSTI WWAT.OB UCSY.OB SATC SPIR NNGY.PK DYE.AX ESLR XSNX.OB STP ENER SPWR DSTI ESLR WWAT.OB STG.V UCSY.OB LVCP.PK LVCP.PK SPWR REC.OL UCSY.OB HOKU STP REC.OL GRSR.PK UCSYE.OB EPOI.OB EPOI.OB DYE.AX DLSL.OB ASTI EPOI.OB REI.BR REC.OL BORE.ST TSL REC.OL DSTI HOKU ASTI SOLA.L OCTL.PK WWAT.OB EMKR OCTL.PK SLTN.OB LDK AKNS SOLF LDK YGE ESLR SOLF CSIQ CSUN SPWR CSUN AKNS CSIQ SOLF DSTIZ CSUN FSLR SOLF CSUN CSIQ TSL DSTI AKNS JASO SOO1.DE ES6.DE SWV.DE CGY.DE STP ASTI QCE.F ORK.OL ORKLF.PK M5Z.DE JASO QTWW TSL CSIQ SOL LDK SOLF YGE JASO STP SPWR FSLR AKNS TSL CSIQ SOL LDK SOLF YGE JASO STP SPWR FSLR AKNS SAG.F CGY.DE QCE.F YGE SPWR RSOL YGE STP YGE SPWR M5Z.DE AKNS AMG.AS STP SOLF M5Z.DE M5Z.DE SPWRA 0757.HK SWV.DE QCE.DE ENER ENER SWV.DE SWV.DE PS4.DE



23/11 2008 14:31 le 0384



Canadian Solar: Q3 EPS Light; Sees Q4 Rev Collapse
Posted by Eric Savitz
Canadian Solar (CSIQ) this morning forecast a dramatic drop in revenues for the fourth quarter as the solar sector continues to struggle with falling demand.

For Q3, the company posted revenue of $252.4 million, above the Street at $248 million. But profits of 41 cents a share were 13 cents short of the Street consensus of 54 cents.

The shocker is the guidance: for Q4, the company now sees revenue of $70 to $85 million, just a fraction of the Street consensus of $270.1 million. For the full year, the company now sees revenue of $650 million to $750 million, well below the Street at $901.9 million.

In a statement, the company said that “given the uncertainty of project and customers’ financing coupled with softening solar market demand in Europe and USA at the year-end, the company has shifted its short-term operational emphasis to preserving cash and minimizing risk from the credit environment.”

Canadian Solar said it has postponed further expansion of its solar cell plant past the current capacity of about 270 MW, and will revisit capital spending plans in the coming months.

The company also cautioned that “due to the present market environment, adjustments to the balance sheet may be necessary in order to reflect the market value of inventory and receivables” that could result in a net loss for Q4. The company did say that it should be cash flow positive in the quarter. Canadian Solar says it has about $100 million in cash.

For 2009, the company said it is maintaining its guidance of 500-550 MW of production, while maintaining gross margin of 13%-15%. But the company also said that “a substantial increase in the cost of capital could put further pressure on module prices, while a decline in availability of debt or equity would impact demand.”

This morning, CSIQ is down 8 cents, or 2%, to $3.70.

Permalink | Trackback URL: http://blogs.barrons.com/techtraderdaily/2008/11/21/canadian-solar-q3-eps-light-sees-q4-rev-collapse/trackback/
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23/11 2008 14:46 le 0385



det er klart at timingen i forbindelse med obamas

annoncering af en aggressiv politik mod alterrnativ energi incl. solenergi

kan blive en voldsomt trigger

nu de aktier er faldet så meget

og at de også oplever stærke fald i ordreindgang og forventet salg i 08 4q og 09 1q

såde kan hurtigt stige flere hundrede procent

hvis han leverer noget med 'kød' på



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