FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 63)

[waldorfastoria]

Antwort auf Beitrag Nr.: 44.190.085 von Kurumba am 26.02.13 22:49:24

First Solar posts fourth-quarter profit



LOS ANGELES Feb 26 (Reuters) - U.S. solar company First Solar Inc on Tuesday reported a quarterly profit, reversing a year-ago loss, due to fewer restructuring costs and strong sales related to a California utility-scale project.

Net income was $154.2 million, or $1.74 per share, compared with a loss of $485.3 million, or $4.78 per share, a year ago.

Excluding one-time items, First Solar earned $2.04 per share. Wall Street analysts, on average, had been expecting $1.75 per share, according to Thomson Reuters I/B/E/S.

Net sales were $1.08 billion, up from $660.4 million a year ago.

[Kurumba]

hab mir schon so was gedacht - MSFT ist ja nicht mal 28$

[waldorfastoria]

Antwort auf Beitrag Nr.: 44.189.934 von waldorfastoria am 26.02.13 22:09:33

http://www.dailyfinance.com/2013/02/26/first-solar-sales-wea…

[waldorfastoria]

Antwort auf Beitrag Nr.: 44.189.934 von waldorfastoria am 26.02.13 22:09:33

First Solar Sales Weakness To Drag On Peers

[Richie10]

@ All

Zahlen nicht gut aufgenommen Nachboerslich runter weitere
7% auf 29.20 tiefstand kurz bei 28.20 dollar

Meine Guete

ich bin ohne Worte

Ich glaube im moment wird doch heftig uebertrieben

[lexor]

Zitat von OhMyGosh: Mein Fazit zu den Zahlen; eher schwach. Zwar ist das Ergebnis ganz nett, aber die Darstellung zu costs per watt und dem Ausblick sind dann doch eher ernüchternd... da muss mehr kommen, wenn man die Preisentwicklung bei der Konkurrenz sieht. Bleibt zu hoffen, dass Intermolecular da was reisst, sonst sieht es übel aus, zwar nicht in den nächsten Quartalen, aber eben in zwei bis drei Jahren...

Morgen dann gap down... naja, gibt es wenigstens was zu schliessen.

Du meinst die 0,64 pro Watt? Ich denke, das ist auf Jahr bezogen. Zum 30.9. wären die bei 0,62 lt. CC. Das ist auch garnicht wirklich vergleichbar, weil in den Kosten sind Garantie und Recycling enthalten und bei den Siliziumherstellern nicht.

[lexor]

Die Zahlen ok, Ausblick nicht so gut. Kurs fällt um weitere 6%.

Jetzt darf Waldastoria seine hohen Verluste realisieren und aufhören den Thread vollzumüllen. Es ist immer gas gleiche wenn zuviele von solchen Loseren aufkreuzen gibts Probleme. Für mich hat sich der Thread jedenfalls gelohnt, denn ich habe meine Aktien etwas über 36 grossteils verkauft (siehe entsprechendes Posting).

[OhMyGosh]

Antwort auf Beitrag Nr.: 44.189.934 von waldorfastoria am 26.02.13 22:09:33

Mein Fazit zu den Zahlen; eher schwach. Zwar ist das Ergebnis ganz nett, aber die Darstellung zu costs per watt und dem Ausblick sind dann doch eher ernüchternd... da muss mehr kommen, wenn man die Preisentwicklung bei der Konkurrenz sieht. Bleibt zu hoffen, dass Intermolecular da was reisst, sonst sieht es übel aus, zwar nicht in den nächsten Quartalen, aber eben in zwei bis drei Jahren...

Morgen dann gap down... naja, gibt es wenigstens was zu schliessen.

[waldorfastoria]

Antwort auf Beitrag Nr.: 44.189.503 von 113 am 26.02.13 20:24:41

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.

About First Solar, Inc.

First Solar is a leading global provider of comprehensive photovoltaic (PV) solar systems which use its advanced thin-film modules. The Company's integrated power plant solutions deliver an economically attractive alternative to fossil-fuel electricity generation today. From raw material sourcing through end-of-life module collection and recycling, First Solar's renewable energy systems protect and enhance the environment. For more information about First Solar, please visit www.firstsolar.com.

For First Solar Investors

This release contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this release do not constitute guarantees of future performance. Those statements involve a number of factors that could cause actual results to differ materially, including risks associated with the Company's business involving the Company's products, their development and distribution, economic and competitive factors and the Company's key strategic relationships and other risks detailed in the Company's filings with the Securities and Exchange Commission. First Solar assumes no obligation to update any forward-looking information contained in this press release or with respect to the announcements described herein.


FIRST SOLAR, INC. AND SUBSIDIARIES

CONSOLIDATED BALANCE SHEETS

(In thousands, except share data)

(Unaudited) "

[waldorfastoria]

Antwort auf Beitrag Nr.: 44.189.503 von 113 am 26.02.13 20:24:41

First Solar Sets New World Record for CdTe Solar Cell Efficiency

http://finance.yahoo.com/news/first-solar-sets-world-record-…