User 226214

Solarfun Will Lead Its Sector Higher with Surprise Earnings

Investors don't realize that SOLF is shipping more tham 250 MW products this year. They only guided 160 to 180mw, however if you look carefully, you will find out that they are out of capacity for this year which is 250mw on Q4 2007 report to mid 2008, and 360mw after the mid 2008 which makes it about 290mw to 300mw capacity this year. And SOLF announced two contracts and all of these 2 contracts starting to ship on the beginning of 2009. If you think about it, why don't they ship immediately and wait until 2009 for these 2 new contracts?

Only one answer is they are sold out for this year.