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Gold/Mining/Energy : Suntech Power Holdings Co.
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From: bob zagorin9/11/2008 3:32:31 PM
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Suntech Power at Deutsche Bank Technology Conference
Continue to see rapid growth; receiving economies of scale benefits for costs... believes they are in the top 3 in all key markets... sees silicon position improved dramatically... instead of using silver using more copper... have 200 MW contracted for 2009; expect ASPs to be down 5-10%, silicon expected to be down 20%; sees margin expansion opportunity there... expect to sign another 500 MW this month for 2009... expect to be able to roll a pluto line out this year; major ramp will not be until 2010... reiterates gross margin guidance... says will be impacted by the dollar rise vs the euro... growth is constrained more by polysilicon than capacity expansion... expects Italy to be biggest growth market in 2009... says as dollar stabilizes against euro the forex changes will not be as big of an impact... expects Germany and U.S. markets to be the biggest by 2010...
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