SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Alternative energy
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (11561)8/20/2011 3:27:16 PM
From: Jacob Snyder  Read Replies (1) of 16955
 
re CSIQ:

QOQ, Europe as a fraction of total sales actually increased. That's in contrast to YGE, who is increasing exposure to N. America and China. FSLR and SPWRA also have an advantage, with their Systems and U.S. exposure.

Debt is growing fast, and interest expense is becoming substantial.

They echo YGE re gross margins next quarter: "industry-wide average selling price pressure is expected to limit our ability to improve gross margins in the short-term." "gross margin expected to be between 9% and 12%"

"utilization levels at around 90%" But they are still increasing capacity.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News