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Non-Tech : Alternative energy

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To: Jacob Snyder who wrote (8226)	5/25/2010 2:35:27 PM
From: Jacob Snyder	of 16955

YGE CC notes (additional): our non-poly processing cost was reduced to $0.75 per watt in first quarter 2010, a remarkable improvement from $0.80 for the full year 2009 and $0.85 for the full year of 2008, demonstrating our industry-leading cost position...expect $0.70 by end-2010. No current plans to expand cell/wafer capacity, beyond already-announced end-2010 capacity of 1GW. poly capacity: 600-800 tons end-2010 2400-2500 tons end-2011 They expect their poly costs to be below $60 by end-2010 For the Chinese feed-in tariff, which is expected to be coming in the second half of this year...we estimate that the feed-in tariff would be RMB 1.15 to RMB 1.2 per kilowatt hour. ( = $0.17)...next year, we are looking forward to ship around 200 megawatts in Chinese markets... right now...slightly above 50% (of total sales) is pricing in euro, and roughly 45% is pricing in U.S. dollar, and remaining 5% is pricing in RMB Assumptions for 2010 guidance: 1euro/1.2$, RMB6.5/1$ seekingalpha.com

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