Tag Archives: conference call

energy efficiency

Capstone Turbine (CPST) Conference Call Highlights

Leave a comment

The following conference call notes for Capstone (CPST) is provided courtesy of StreetInsider.com

  • Growth in backlog exceeded internal forecasts
  • In order to meet increased demand, may need to raise funds
  • May not be able to utilize a line of credit due to failure to meet financial covenant relating to quarterly loss
  • Experienced minor reduction in product backlog which company believes is impressive in this environment
  • Increase in manufacturing costs related to product launches of C200
… Read the rest
Solar Energy

First Solar (FSLR) Conference Call Highlights

Leave a comment

Here are some highlights I extracted from First Solar’s conference call transcript provided by Seeking Alpha

Conference call highlights:

* Manufacturing cost declined to .93/watt a reduction from .98 over the year ago quarter
  Company roadmap calls for .65/watt by 2012

* 479 MW of new volumes in Q1 (361 MW in Europe)

* More opportunity in Germany coming once the snow melts
* Risk of customer defaults continues which could impact 10 – … Read the rest

Smart Meters, Wind Energy

GE Wind Energy Biz Down 8%, Announcing Big China Smart Grid Order Next Week

Leave a comment

General Electric (GE) reported earnings Friday morning and I’ve now had a chance to go through the entire earnings report provided by Seeking Alpha and pick out all portions related to their smart grid wind turbine businesses.  Overall, their Energy unit was the strongest performer with revenues up 7%  and profits up 19%  Unfortunately, that wasn’t due to wind turbine orders which were down 8% for the quarter.  Although, when you consider that the 1st … Read the rest