RE: RE: RE: RE: OMG
I love the contradiction you post in asking me to post something of substantial "fact". It seems like I'm the only one that does post facts. You post hopes. I post facts...and you still ask for me to post facts.
Here's some facts I've posted over the last 4 months to correct "hopeful" ignorance like the one you call a fact.
1) Jabil only has 48 MW capacity - which means they're seriously restrained in growth right now. They're stuck - where do they raise capital from? This is alluding to people's over-exuberance with sales.//
2) Someone posted about DFE selling solar a MW for $8mill and you went along with it. I posted the facts - in 2007, they were selling them for $4 mill, prices have dropped drastically with their competitors selling for 2.8ish. DFE can't be selling for much more.//
3) DFE has some serious contractual commitments to buy silicon over the next couple years.//
4) Margins are still shrinking for solar and there's a large risk that DFE simply won't be able to squeeze a profit because of problems with scale. Also in reference to people's over exuberance a couple weeks ago. This is a real risk, management even included in the Q4 report.//
5) So what if the solar industry will grow by 30-45% this year - what is DFE going to do to capitalize on it? Sell their entire 48MW of capacity....then what?? That is peanuts. One project by First Solar is 48MW.
Please goldens, either look up the word facts, or stop using the word incorrectly. You're confusing it with your hopes and dreams.