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Six "Solar Sisters" - who are they?


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Six Sisters: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech

 

 

from: The Four Peaks

++++++++++++++++

Peak #1: Volume growth

Supply expanding 13X from 4GW in 2007 to 52GW in 2012, but % YoY growth rate will slow beyond from 2009

 

Peak #2: Price

Strong demand environment driven by low interest rates, rising grid prices and policy support makes price crash unlikely, but prices declining 7% CAGR 2007-2012 including -11% YoY in 2009

 

Peak #3: Profit margin

Solar cost reductions continue at a -7% CAGR 2007-2012 and OP margin remain >30%, but tight areas of supply chain reduce pace of cost reductions and lead to profit margin contraction from 2009

 

Peak #4: Electricity

PV is rapidly penetrating electricity markets and will achieve noticeable share by 2012, but the expansion may hasten saturation and/or backlash from traditional electricity players

 

Peak players: 6 “solar sisters”

Six companies are pulling away from rest of the industry by pursuing strategies at the electron level, each possessing realistic potential to achieve more than $6bn in revenue and $1.5bn in operating profit by 2012: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech.

 

http://www.solarannual2008.com/keypoints.htm

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Six Sisters: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech

 

Peak players: 6 “solar sisters”

Six companies are pulling away from rest of the industry by pursuing strategies at the electron level, each possessing realistic potential to achieve more than $6bn in revenue and $1.5bn in operating profit by 2012: First Solar, Q-Cells, REC, SolarWorld, SunPower and Suntech.

 

http://www.solarannual2008.com/keypoints.htm

 

Well i track this sector here and as at December 26, 2008 here's some comparative returns for investment purposes

 

http://www.photon-magazine.com/ppvx/index.htm

 

First Solar is the best performer :huh: at $135.01 (-49.5% ) with Suntech Power :o $10.29 (- 87.5%) the laggard having suffered quite badly in the preceeding week to the table stats with a fall of -12.4%. The others in between. If size matters for investment purposes, then it's not yet showing, if anything you might argue the reverse.

 

Riggers

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