Replies to post #3460 on First Solar Inc (FSLR)

[MilesTeg]

At this point, rising panel prices (read: higher margins), will greatly help First Solars short term outlook. We know that Series 6 was pulled ahead specifically due to insanely low pricing, so any additional buffer that is built in before S6 starts production, will be beneficial. Question I have is: Will the prospect of better margins, change the short/mid term plans regarding series 4 and 5.
I've been a FSLR bull for a very long time, and I'm not changing now, even though I'm expecting lower share price in the short/mid term, as lines go idle for conversion.
Barring some huge news, I think the rest of 2016 and all of 2017 will be a wash, but once S6 starts pumping out, the company will enter a new, more stable, more profitable era.

All IMO, of course.

MT

[MilesTeg]

At this point, rising panel prices (read: higher margins), will greatly help First Solars short term outlook. We know that Series 6 was pulled ahead specifically due to insanely low pricing, so any additional buffer that is built in before S6 starts production, will be beneficial. Question I have is: Will the prospect of better margins, change the short/mid term plans regarding series 4 and 5.
I've been a FSLR bull for a very long time, and I'm not changing now, even though I'm expecting lower share price in the short/mid term, as lines go idle for conversion.
Barring some huge news, I think the rest of 2016 and all of 2017 will be a wash, but once S6 starts pumping out, the company will enter a new, more stable, more profitable era.

All IMO, of course.

MT

[MilesTeg]

At this point, rising panel prices (read: higher margins), will greatly help First Solars short term outlook. We know that Series 6 was pulled ahead specifically due to insanely low pricing, so any additional buffer that is built in before S6 starts production, will be beneficial. Question I have is: Will the prospect of better margins, change the short/mid term plans regarding series 4 and 5.
I've been a FSLR bull for a very long time, and I'm not changing now, even though I'm expecting lower share price in the short/mid term, as lines go idle for conversion.
Barring some huge news, I think the rest of 2016 and all of 2017 will be a wash, but once S6 starts pumping out, the company will enter a new, more stable, more profitable era.

All IMO, of course.

MT