Aktiesnakken — December 2011
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Solar-panel maker First Solar again lowered its outlook for the year amid continued project delays in its systems business due to weather and other factors, while also projecting a weak view for 2012 and disclosing a reorganization of some operations.
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Fslr falder 21% og tsl falder 11%
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meget presset branche pt.
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så en overskrift om at 11 ud af 12 listede kina-solar i usa kørte med minus
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It forecasts net sales at $2.8bn to $2.9bn, down from $3bn to $3.3bn in late October, and income of $5.75 to $6.00 a share versus an earlier $6.50 to $7.50.
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For 2012, First Solar forecasts sales in the range of $3.7bn to $4bn, and profit of $3.75 to $4.25 a share. It expects to generate $ 0.9bn to $ 1.1bn of operating cash flow and plans $ 375m to $ 425m in capital investment in 2012. It expects to generate $0.9bn to $1.1bn of operating cash flow and plans $375m to $425m in capital investment in 2012.
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Ja det er en hårdt presset branche med alt for stor kapacitet efter tyskalnd og spanien har garet kraftigt ned på installeret effekt
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så ellers lige at Q3 opstilling i us var en del over forventet
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men der er også en del selskaber der bugger uinder i denne tid så der må trods alt forsvinde en del kapacitrete i øjeblikket. Det er det vi afventer skal ske
i vindmølle branchen -
netop i dag har et tysk selskab kastet håndklædet German PV module-maker Solon has filed for insolvency after admitting that months of negotiations with its creditors have failed.
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