Well I’m just one investor but I have no doubt they are capable of manufacturing a solar shingle. Will their capacity be at 100% the 1st quarter, no! But they seamed well prepared for manufacturing and IMO they will be at full capacity in 2nd quarter. The $127mln in written orders are erased and are starting from $0 with purchase orders. So for me I’m more concerned with how much of that $127 is turned into POs. Hopefully before the end of the month they will announce 3 things.
1) conversion is done 2) a decent backlog (for me that’s over $30mln) 3) 1st shipment to customer
With those announcements I’d be surprised if the pps wasn’t over a dollar (and stays over)
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