EysteinH's  Instablog

First the results of the historical prognosis:

- REC SOLAR -

World average prices per quarter:

q12012: 0,90 $ per watt. - OK - (adjustet for current euro/dollar values)

q22012: 0,81 $ per watt. / -10% /

q32012: 0,77 $ per watt. / - 5% /

q42012: 0,73 $ per watt. / - 5% /

q12013: 0,69 $ per watt / -5 % /

Rec ASP per quarter:

q12012: 1 $ per watt. - OK - (adjustet for current euro/dollar values)

q22012: 0,89 $ per watt. / -10% /

q32012: 0,85 $ per watt. / - 5% /

q42012: 0,80 $ per watt. / - 5% /

q12013: 0,76 $ per watt / - 5% /

Rec production cost per quarter:

(not included deprecation)

q12012: 0,97 $ per watt. - OK - (adjustet for current euro/dollar values)

q22012: 0,87 $ per watt. / -10% /

q32012: 0,78 $ per watt. / -10% /

q42012: 0,72 $ per watt. / -5 % /

q12013: 0,68 $ per watt / - 5 % /

Rec cashflow margin per quarter:

q12012: 3% / 3 cents per watt /

q22012: 2,2% / 2 cents per watt /

q32012: 8,2% / 7 cents per watt /

q42012: 10% / 8 cents per watt /

q12013: 10,5%/ 8 cents per watt /

Rec cashflow at 160 MW sold:

q22012: 3,2 mil $ / 2 cents per watt /

q32012: 11,2 mil $ / 7 cents per watt /

q42012: 12,8 mil $ / 8 cents per watt /

q12013: 12,8 mil $ / 8 cents per watt /

- REC SILICON FBR A-

Rec ASP per quarter:

Q12012: 30/24? $ per KG

q22012: 24$ per KG / 0% /

q32012: 23$ per KG / - 4% /

q42012: 22$ per KG / - 4% /

q12012: 23$ per kg / + 4% /

Rec production cost per quarter:

(not included deprecation)

q12012: 15,5 $ PER KG. - OK -

q22012: 15,0 $ PER KG / -3,2% /

q32012: 14,5 $ PER KG / -3,3% /

q42012: 14,0 $ PER KG / -3,4% /

Q12013: 13,5$ PER KG / -3,5% /

Rec cashflow margin per quarter:

q12012: 35,4 / 8,5$per kg /

q22012: 37,5% / 9 $ per kg /

q32012: 36,9% / 8,5$per kg /

q42012: 36,3% / 8 $ per kg /

q12013: 41,3% / 9,5 $ per kg /

Rec cashflow t 3650000 KG sold

q22012: 32,9 mil $ / 9 $ per kg /

q32012: 31,0 mil $ / 8,5$per kg/

q42012: 29,2 mil $ / 8 $ per kg /

q12013: 34,7 mil $ / 9,5$perkg /

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Additional disclosure: I am long in REC on the Norwegian stock exchange.