Thursday, April 11th 2013, 10:21am
Thursday, April 11th 2013, 10:35am
I'm long on SOL and in it for the long run, yet I think LDK's results are going to drag us down one last time before we jump. I'm just too much of a wimp to trade it during this time... (or anytime for that matter, as I've been holding an averaging down for the past 2 years...)I bought some SOL today. Hope you don't leave me holding the bag. Now can someone tell me with three bullet points why I did not make a mistake?
Thursday, April 11th 2013, 1:28pm
I am concerned that tariffs -- import duties -- will make it harder for some companies. I think SOL may be one that benefits. I also believe SPWR, FSLR, WFR, and CSIQ may have some edge in this department.
Thursday, April 11th 2013, 2:13pm
This post has been edited 2 times, last edit by "solarcat" (Apr 11th 2013, 2:21pm)
Friday, April 12th 2013, 11:51am
I believe all of them are outsourcing through Taiwan. It's not just a Renesola thing. They circumvent. JA which was mainly a Cell Manufacturer worked on that issue almost a year before it came to fruition. They had very limited exposure as a result.Tariff security: Outsourcing cells to Taiwan. Again has poly plant in China. Overseas module & wafer tolling arranged
Of what you wrote, this is what I like best.
Friday, April 12th 2013, 12:01pm
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Saturday, April 13th 2013, 9:38am
Saturday, April 13th 2013, 7:05pm
Sunday, April 14th 2013, 6:20am
Explo, If you were to calculate current assets by taking a company's capacity and multiplying by X amount per watt (or kg for poly), what would be a fair price per watt/kg to use for poly/wafer/cell/module plants? I just want to see if that calculated asset number will come close to the number companies are reporting as assets (plus their inventory and a few other things like wire manufacturing, micro inverters, etc...). Thanks.
This post has been edited 1 times, last edit by "explo" (Apr 14th 2013, 2:15pm)
Sunday, April 14th 2013, 2:24pm
This post has been edited 1 times, last edit by "explo" (Apr 15th 2013, 1:23am)
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