Suntech Power Holdings Co. Ltd. (STP) scorched revenue and earnings estimates. Suntech’s Q4 results highlighted a company firing on all cylinders pulling further ahead of their competition.
EPS $0.27, $0.16 ahead of estimates. First half 2010 production already sold out.

Suntech’s Q1 results highlight declining ASP slightly offset by falling silicon prices. Good repurchase of debt. I hope to get back to these notes soon to add some much needed comments. Included are links to the Q1 Filing, Conference call and prospectus for the 20 million ADRs. Suntech currently has $255.8 million principal amount of 2012 convertible notes outstanding. They repurchased debt in Q1 at 78 cents on the dollar, and it appears they plan on doing the same with the money raised.

Suntech Power Holdings Co. Ltd. (STP) closed up 44% on eight times normal volume after the Chinese mentioned the S word. Subsidies baby, subsidies!

Suntech beats the street, but the balance sheet takes a hammering to the tune of around $70M with inventory write-downs and investment impairments of $100M being offset by $30M is shrewd debt repurchase.

The big picture in the following announcement is the 1MW solar facade. When will all buildings be built with integrated solar?

Suntech Power Holdings Co., Ltd. STP, the world’s largest photovoltaic (PV) module manufacturer, held a ceremony today celebrating the achievement of reaching 1GW PV cell and module production capacity in Wuxi, China. The Company also announced the opening of its new headquarters in Wuxi, China that incorporates a 1MW grid-connected building integrated solar facade, which is the largest in the world.
Suntech also announced the opening of its new, state of …

Suntech Power Holdings Co., Ltd. (STP)
I won’t be buying any more as I had a large serve at around $10.
I was wrong about a few things in my last post on Suntech. I predicted earnings reasonably well yet poorly anticipated market reaction. Score fundie 1, behavioral -1.
Long term theme is still reasonably intact, but there are some questions over the short term. Look at the cash flow carefully.
US electricity consumption is set to rise 41% by 2020. I see the majority of increase being supplied by alternative energy and that …

I have just bought Suntech in a personal account and Fusion Portfolio will buy 3000 shares at the same price of $9.96. Earnings are out in two days on Thursday, my preview is here. I had butterflies in my stomach when placing the order and realise that current investor and sentiment will pound STP if they have a substantial miss or negative guidance. This investment has a 1-3year horizon, a short term investment for me.
Opportunity provided by a J.P. Morgan analyst who wrote in a note to clients. “As a …

The shorts have got out ahead of Suntech’s Q3 earnings announcement, firing up the rumour mills with some wild rumours. Let’s take a quick look at the three main claims.

Localisation is a possible theme for the 21st century. Power production will be among the many utilities that are affected by the localisation wave. Distributed systems will continue to play a role, but networks and many other forces will combine to see the rise of localisation on a world wide scale.
At some point 16% of the worlds dwellings will have their own energy production, then ultimately every building material will incorporate solar with wind generators powering a lot of other needs.
Mass waves from railways to automobiles and on to dot …

Compare new picks to current holdings is another great piece of advice which Klarman mentions and is a stepping stone on most investing paths. Can AXP dislodge STP or GE? Where will I deploy my WINS cash? STP main risk’s are the same as for most solar and tech companies.