My point is that I would not state a speculation as fact as you did.
You stated: (SOL was) "out early to sign up the tariff free capacity on favorable terms before it got over-allocated and pricing skyrocket."
What is it that you find to be speculative here? That they have arrangements in place before tariff decision or that it is favorable (when negotiating terms) to have arrangements in place before tariff decision and to have strong long-term partnership relationship with these tolling partners?which proved to be your speculation and not a fact. I would have included a "probably" or "possibly" to make it clear that it is an opinion, a speculation, and not a fact.
Well I'd say this applies to those who lack agreement and don't have a long-term relationship as one of their most important customers (because they have plenty own cell capacity and thus competing lines). It is one thing to not honor a supplier contract and take a one-off charge to restructure your supply-chain for long-term profitability. It is another thing to not honor a supply volume contract with one of your most important customers.If the taiwan cell guys have to choose between tolling at cash cost (15 cts, accounting loss) for SOL or selling at a good profit in the spot market, which one will they choose? At all cost they will choose the latter option.
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What is it that you find to be speculative here? That they have arrangements in place before tariff decision or that it is favorable (when negotiating terms) to have arrangements in place before tariff decision and to have strong long-term partnership relationship with these tolling partners?
Will they sell at loss to SOL when they could be making tons of profit and then party with SOL as SOL reaps all the profits from cheap outsourcing? I don't thiiink sooo.....Well I'd say this applies to those who lack agreement and don't have a long-term relationship as one of their most important customers (because they have plenty own cell capacity and thus competing lines). It is one thing to not honor a supplier contract and take a one-off charge to restructure your supply-chain for long-term profitability. It is another thing to not honor a supply volume contract with one of your most important customers.If the taiwan cell guys have to choose between tolling at cash cost (15 cts, accounting loss) for SOL or selling at a good profit in the spot market, which one will they choose? At all cost they will choose the latter option.
The article which started this discussion posted by Reuters must be the most manipulative junk one can commission.
It has been built on the premise of following statement
""De Gucht is ready to go ahead," said one person close to the decision-making. "The Commission has a very solid case."
This article was printed to ease the short scramble.
Absolutely right ODYD. Shorts are in certain trouble here especially those in TSL and SOL (sorry I can not disclose it). Shorts did not anticipate so fast positive development. I know for sure that shorts are behind this article. Moreover these undervalued Chi10 caused a lot of interest from deep pocket investors who are starting to pile on them.
Will they sell at loss to SOL when they could be making tons of profit and then party with SOL as SOL reaps all the profits from cheap outsourcing? I don't thiiink sooo.....
Klothilde, are you missing my statements that filings from companies are the factual part? Rest is speculative to different degrees and provides the subject for discussion (there's no discussion about what is said - what is filed is what is said). You may not be aware of arrangements SOL has talked about in its filings?
Hey guys, are you stating this was invented?
I thought Reuters was trustworthy but maybe I'm too naive.
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