De ez most az FSLR saját rv állományából megy vagy ezzel a mennyiséggel hígítják a piacon lévő részvényszámot?
De ez most az FSLR saját rv állományából megy vagy ezzel a mennyiséggel hígítják a piacon lévő részvényszámot?
sztem neked ta alapon sunpower sokkal érdekesebb lehet: http://www.marketwatch.com/investing/stock/SPWR
csak picit már le van késve a vonatról a most beugró...különben spekire engem is érdekelne
bizony nem egy ilyen csa cég van ebben a szektorban ;)
zajlanak a projektek, semmi különös, minden szép és jó, mint gyj-ben, csak épp ennek ellenére állítólagos és rejtélyes egyszeri ktg-k elvitték a profitot. Szal nem tudom, mi kéne ahhoz, h. rávegyenek, h. ismét belevásároljak...
http://finviz.com/quote.ashx?t=STP&ty=c&ta=0&p=w
Itt egy "cs.a." aspiráns solar cég :)
90$(2008)-->2$(január)-->0,6$(ma)
Fú, már fáradt vagyok az angolhoz. Mi van most a FSLR háza táján? Röviden leírnád? Köszi!
First Solar New Dii Shareholder
Leading company in PV energy solutions extends commitment to desert power
TEMPE, Ariz. & MUNICH--(BUSINESS WIRE)-- First Solar joined Dii as a new shareholder in March 2013. The company was previously a Dii associated partner.
"Our extended dedication to Dii as a shareholder emphasizes First Solar's commitment to the MENA region, where we see tremendous potential to build a sustainable market for solar power. Dii is the ideal industrial initiative to bring power from the deserts into reality," said Christopher Burghardt, First Solar's Vice President of Business Development for Europe, the Middle East and Africa.
"I am very proud that First Solar decided to increase its commitment to our initiative. With the largest solar project pipeline of nearly 3 gigawatt contracted worldwide, First Solar has an extraordinary know how for the implementation of the Desertec vision in the MENA region. This fits very well with the rapidly increasing interest of countries in MENA to expand renewable energy capacity and grid infrastructure connecting the emerging MENA market to Europe," said Paul van Son, CEO of Dii.
MENA project pipeline
First Solar is pursuing a wide range of opportunities to support the MENA region's efforts to cultivate its considerable solar resources. The company recently established an office in Dubai and is in an advanced stage of opening an office in Saudi Arabia. First Solar is constructing a 13 megawatt (MW) solar photovoltaic (PV) power plant for Dubai Electricity & Water Authority (DEWA) in Seih Al Dahal, approximately 50 kilometers south of Dubai. This is the first phase of the landmark Mohammad Bin Rashid Al Maktoum Solar Park, an AED 12 billion project that is expected to eventually cover 48 square kilometers and produce 1,000MW of clean energy for the UAE's national grid using both PV and solar thermal technology. The company also constructed a 5 MW solar PV system for the Masdar Abu Dhabi Future Energy Company and donated a complete 3.2 kWp photovoltaic system to the King Abdullah University of Science and Technology (KAUST) New Energy Oasis (NEO) program in Saudi Arabia.
2013-ban fejeződnek be majd projektek de ahogy látom 2014-ben, 2015-ben vannak még nagyobbak, plusz egy halom amire még nincs szerződése, szóval ígéretből van bőven..
First Solar, Inc. Announces Fourth Quarter and Full-Year 2012 Financial Results
Record net sales of $1.1 billion for the fourth quarter and $3.4 billion for 2012
GAAP earnings per fully diluted share of $1.74 for the fourth quarter and loss of $1.11 for 2012
Non-GAAP earnings per fully diluted share of $2.04 for the fourth quarter and $4.90 for 2012
Cash and marketable securities of $1 billion
Guidance of $0.70 to $0.90 per fully diluted share for first quarter 2013
TEMPE, Ariz.--(BUSINESS WIRE)-- First Solar, Inc. (Nasdaq: FSLR) today announced financial results for the quarter and year ended Dec. 31, 2012. Net sales were a record $1.1 billion in the quarter, an increase of $236 million from the third quarter of 2012 and $415 million from the fourth quarter of 2011. The increase in net sales from the third quarter of 2012 was primarily due to increased revenue recognition for the Topaz project, and an increase in third-party module sales. Net sales for 2012 were $3.4 billion, up 22% from 2011.
The Company reported fourth quarter GAAP net income per fully diluted share of $1.74, compared to $1.00 in the third quarter of 2012 and a loss of $4.78 in the fourth quarter of 2011, which included $454 million in pre-tax goodwill impairment and restructuring charges. The fourth quarter of 2012 was impacted by pre-tax charges of $25 million (reducing EPS by $0.30), relating to previously announced restructuring actions. The Company reported a full-year GAAP loss of $1.11 per share for 2012, including the impact of pre-tax charges of $529 million (reducing EPS by $5.99), relating to previously announced restructuring actions and costs in excess of normal warranty. Non-GAAP net income per fully diluted share was $2.04 for the fourth quarter and $4.90 for full-year 2012.
Cash and Marketable Securities at the end of 2012 were $1 billion, up from $717 million at the end of the third quarter of 2012. Cash flows from operations were $328 million in the fourth quarter, and $762 million for the full-year 2012.
The Company also provided guidance for the first quarter of 2013 as follows:
Net Sales of $650 to $750 million
Gross Margin of 25-27%
OPEX of $90 to $100 million
Operating income of $70 to $100 million
Tax rate between 11% and 13%
EPS of $0.70 to $0.90 per fully diluted share
Cash flow from Operations of $0 to $100 million
CAPEX of $80 to $100 million
"Despite a very challenging market environment, we continued to make meaningful progress in all critical value drivers for the Company," said Jim Hughes, CEO of First Solar. "We exceeded our module and balance-of-systems cost reduction targets for 2012, as announced in December 2011, further increased module efficiency and field performance, and achieved several key objectives in our strategy to develop and service new sustainable energy markets. We expect the market will remain turbulent for some time to come, but we have seen some evidence of improvement and believe we have the right strategy in place to retain our industry leadership by providing the best value for our customers."
First Solar achieved several milestones over the past year:
Acquired Solar Chile and established subsidiaries in India, the Middle East, South Africa and Thailand.
Set new world record for CdTe cell efficiency at 18.7%.
Increased average module efficiency to 12.9% for the fourth quarter of 2012, up 0.7 percentage points from the fourth quarter of 2011.
Reduced the average module manufacturing costs on its best lines to $0.64 per watt (excluding underutilization), down from $0.69 in the fourth quarter of 2011.
Surpassed 250 MWAC of grid-connected power at Agua Caliente, making it the world's largest operational solar power plant.
Surpassed 7 GWDC of cumulative production, enough to provide clean electricity for approximately 3.5 million homes and displace 4.7 million metric tons of CO₂ annually.
For a reconciliation of non-GAAP measures to measures presented in accordance with generally accepted accounting principles in the U.S. ("GAAP"), see the tables below.
First Solar has scheduled a conference call today, Feb. 26, 2013 at 4:30 p.m. EST to discuss this announcement. Investors may access a live webcast of this conference call by visiting http://investor.firstsolar.com/events.cfm.
An audio replay of the conference call will also be available approximately two hours after the conclusion of the call. The audio replay will remain available until Monday, March 4, 2013 at 11:59 p.m. EST and can be accessed by dialing 888-203-1112 if you are calling from within the United States or 719-457-0820 if you are calling from outside the United States and entering the replay pass code 4625647. A replay of the webcast will be available on the Investors section of the Company's website approximately two hours after the conclusion of the call and remain available for approximately 90 calendar days.
na végre, találtam még egy jó dolgot: minden negyedévben stabil javulás látszik minden soron. De nem fényes ez az egész, na.
25-27,5 usd közé teszem a fair értéket. Olcsón szeretek vásárolni, ezért nem hiszem, hogy hozzányúlok 25 usd felett
legalább az eladósodottság csökkent, ez az első pozitív a gyj-ben, amit olvasok. Mert az, hogy csomó projekt halad stb., nem pozitív, mert sehol nem látom az arányaiban megugró bevételt és főleg profitot hozzá
sőt, számold hozzá a tavalyit, azzal már 530 millió!! És senki nem garantálta, hogy nem lesz jövőre is ilyen sor. De überoptimistán induljunk ki abból, hogy nem lesz. Akkor is 530 köv. évi 100-zal szemben!
NEm 190!!!! "between $70 million and $120" - between!!
na jó, egy védővámos környezetben, növekvő árbevétel mellett, nekem nem tetszik ez a gyj, nagyon nem. Lehet, semennyiért nem érdekel a rv. Elvileg minden ok a tevékenységgel, mégsincs nyoma a nyereségben, ez a vége, akárhogy csűrik-csavarják, és ez nem kóser. Akkor már inkább veszek drágán WDC-t v. STX-et.
Ez a restructuring tényleg elég húzós. Azt nem értem mi került ezen 469 millió dollárba. Lehet hogy nagy végkielégítéseket fizettek Európában? Bár akkor a savingnek kellene nagyobbnak lennie, mert arra meg azt írják hogy 70 és 120 millió lesz idén és jövőre. Szóval ezt én sem értem. Elköltenek 469 mlliót hogy megtakarísanak 190 milliót?
We have undertaken a series of restructuring initiatives as further described in Note 4. “Restructuring,” to our consolidated financial
statements included in this Annual Report on Form 10-K. In December 2011, February 2012 and April 2012, respectively, we announced
restructuring initiatives intended to (i) align the organization with our Long Term Strategic Plan, including expected sustainable market
opportunities, (ii) accelerate operating cost reductions and improve overall operating efficiency, and (iii) better align production capacity and
geographic location of such capacity with expected geographic market requirements and demand.
Such restructuring initiatives resulted in charges to restructuring expense of $469.1 million in 2012 and $60.4 million in 2011. The most
significant actions taken as part of these restructuring activities were the decisions to close our manufacturing operations in Frankfurt (Oder),
Germany at the end of 2012 due to the lack of policy support for utility-scale solar projects in Europe and to not proceed with our 4-line
manufacturing plant in Vietnam or a 2-line manufacturing plant in France, based upon expected future market demand and our focus on
providing utility-scale PV generation solutions primarily to sustainable geographic markets.
The annual cost savings expected from these restructuring initiatives in 2013 and beyond are expected to be between $70 million and $120
million , reducing both cost of sales and selling, general and administrative expenses in approximately equal amounts. The amount of cost
savings realized will in part be impacted by the actual capacity utilization in a given year. These cost savings may be offset by increases in
operating expenses primarily related to establishing a localized business presence in target markets pursuant to our Long Term Strategic Plan.
Restructuring
We have undertaken a series of restructuring initiatives as further described in Note 4. “Restructuring,” to our consolidated financial
statements included in this Annual Report on Form 10-K. In December 2011, February 2012 and April 2012, respectively, we announced
restructuring initiatives intended to (i) align the organization with our Long Term Strategic Plan, including expected sustainable market
opportunities, (ii) accelerate operating cost reductions and improve overall operating efficiency, and (iii) better align production capacity and
geographic location of such capacity with expected geographic market requirements and demand.
Such restructuring initiatives resulted in charges to restructuring expense of $469.1 million in 2012 and $60.4 million in 2011. The most
significant actions taken as part of these restructuring activities were the decisions to close our manufacturing operations in Frankfurt (Oder),
Germany at the end of 2012 due to the lack of policy support for utility-scale solar projects in Europe and to not proceed with our 4-line
manufacturing plant in Vietnam or a 2-line manufacturing plant in France, based upon expected future market demand and our focus on
providing utility-scale PV generation solutions primarily to sustainable geographic markets.
The annual cost savings expected from these restructuring initiatives in 2013 and beyond are expected to be between $70 million and $120
million , reducing both cost of sales and selling, general and administrative expenses in approximately equal amounts. The amount of cost
savings realized will in part be impacted by the actual capacity utilization in a given year. These cost savings may be offset by increases in
operating expenses primarily related to establishing a localized business presence in target markets pursuant to our Long Term Strategic Plan.
Még mindig nem értem, miért került ez fél milliárd (??) dolcsiba 2012-ben????? Azt sem értem, ez miért olyan nagy üzlet, ha a pénzt csak kb. 5 év alatt hozza egyáltalán vissza
