I don't understand the negativity in this thread, though also don't recognise many of the negative posters...
I think this is a great move from Dale + Mgt, we already plan to supply spod to Ganfeng and wanted to get more downstrean profits. Win-Win. As far as partners go they don't get bigger or better than Ganfeng and Posco and we'll be downstream diversified in China and Korea.
Now let's see all the analysts out there work out the potential future profits for this deal, add it into their spreadsheets and revise their targets upwards. Of course first they'll need to allow for Posco and Calix.
GLTAH!
Ann: Downstream Partnering Outcome - Study commences with Ganfeng, page-57
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