Heres some real good stuff : The summation on upcoming sucess in Margins - 1. 5 straight quarters in increasing margins from the DEVCO in their solar plant builds. Ranges run from $115 in 4th qtr 2015 to $440M in 4th qtr 2016. Every single qtr in between sees a rising number in projects.
2. Solar Materials, long a drag on margins, is essentially being phased out. They will keep the R&D, but back off of production numbers due to regular losses.
Expect to see some fantastic numbers coming in on a qtr by qtr basis when compared to the previous year. The company will be licensing out its technology, which has 100% margins, not including the R&D, which comes off another line. The days of losing up to $100M a qtr from materials is over. One exception, in 3rd qtr 2016, with a loss of $105M coming. Look for a major announcement in late spring, perhaps the closing of a plant without a buyer, and downsizing on the manufacturing somewhere. >>>>>> Management clearly stated on page 12 of the Dec update they are getting away from solar materials, CAPEX, and Maintenance costs associated, and cited a strong interest from multiple vendors for licensing. As licensing is the only 100% margin I can think Of and it falls directly in line with their comments and future desires
