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It's pretty obvious by the hot comments coming from people long these companies that you/they are distinctly worried about implosion.
Jul 04 18:15 pm
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All Comments by alpha24seven »Polysilicon-Based PV Manufacturers: Clarifying the Financial Issues [View article]
@Jack -- broaden your base of prepayment and what these contracts actually look like (Take or pay at what %, narrow delivery, forward sales base etc) and you will have a much more clear picture. And by the way -- not so good...
Another thing. All you people thinking in singular dimension, look at total authorized subsidy against MW production and the brutally honest fact is this industry is over produced. This will cause price collapse in panels through the chain, margin compression will hurt PPS and YES some of these companies are headed straight for the scrap heap. I've done research on the numbers. Don't get smarmy and ask for numbers. Get your own.