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Non-Tech : Alternative energy
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To: Jacob Snyder who wrote (10171)3/2/2011 7:46:28 PM
From: Jacob Snyder  Read Replies (1) of 16955
 
solar gross margins for 2010:

46% FSLR
33% YGE
31% TSL
29% JKS
23% SPWRA
22% JASO
20% LDK estimate; 4Q not reported
17% STP latest guidance; 4Q not reported
15% CSIQ estimate

I'm still using gross margin as my yardstick for competitiveness. FSLR remains far ahead of the rest. I'll be willing to look at any solar or component maker who can get to 30%. JKS is close to being investment-grade.

It's interesting, that the 3 with the lowest margins, are also the three who haven't reported full-year 2010 results yet. A confirmation of inefficient management.
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