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Evergreen Solar, Inc. Q2 2008 Earnings Call Transcript

Over 400 million in new finance needed over the next year. With new lending requirements and a softening in the industry, Evergreen not only runs the risk of losing long term contracts that have the right to rescind, but will need to dilute shares if the lending market is tight. Current loan quoted was in the tune is 14%, what happens when the fed starts its plan of raising rates.

If everything goes perfectly they should be profitable next year with an actual Black Book some time in 2012. Not much playing room either, because they are almost maxed at capacity as is, even with low test rate volume, current goals for production are miniscule.

The unfortunate bottom line is a High risk, Low Reward stock investment, and by the tone of questions asked by most of the analysts, ESLR will be receiving a few downgrades in the weeks to come.

*Mike from Lemons called in, he sounded non remorseful while ESLR was tumbling hard in after hour selling (which may continue into early Friday trading). Glad they kicked that dinosaur off the line I almost vomited.
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