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  • Suntech Power's Sky-High Bond Yields Suggest Imminent Dilution Risk [View article]
    The manufacturing assets have little salvage value. Very little. The banks have first call on everything else anyway. Owning the converts here maybe as close to negligent as one can get. On the other hand, Chinese capitalism is played differently. Being naked short is, perhaps, just as risky as owning the converts. Straddle the stock
    Jan 8, 2013. 07:29 AM | Likes Like |Link to Comment
  • First Solar: Buy When Blood's In The Street And Fade Everything Else [View article]
    Wacker missed yesterday. The company which gets the highest price for its poly put the price for polysilicon down to $25/kg for this year. The crystalline module price is already at $1/Wp and obviously its going lower unless there is an all out trade war... How much lower can poly go before FSLR's guide-and-miss pattern of last year becomes an all out problem for the company especially when nearly 75% of its biz in subject to the wild swings of cost to complete accounting? If FSLR management can't get out of the way of lower and lower module prices as polysilicon prices go down the new floor for FSLR is going to find its way to $10
    Mar 15, 2012. 10:18 AM | 1 Like Like |Link to Comment
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