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Q3 SPVI Forum Portfolio- Members' choice

Uncle Chang

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  • "Uncle Chang" started this thread

Posts: 183

Date of registration: Sep 29th 2012

Stock Positions: TSL CSIQ HSOL SOL JKS YGE JASO Hanergy (0566.HK) GCL(3800.HK)

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Saturday, July 6th 2013, 11:14am

July 6th Weekend News

It's not really news, saw it yesterday and couldn't figure out if it has any value since company or Yahoo could've reported it if it's really good.
It's about YGE South Africa 96MW exclusive supply deal.
"英利将提供近33万块大功率295瓦多晶组件"-Yge will supply 33k pieces of 295w modules.
http://www.solarf.net/news/headline/2013-07-06/58604.html

greensolar

Professional

Posts: 380

Date of registration: Sep 30th 2012

Stock Positions: SOL

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2

Saturday, July 6th 2013, 3:20pm

Renault-Nissan will have sold 100,000 electric cars in June: CEO

I believe solar is a compliment to electric cars................... http://www.allmediany.com/news/10969-env…olar-panel-deal

greensolar

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Date of registration: Sep 30th 2012

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Saturday, July 6th 2013, 3:26pm

Solar Energy Costs Continue To Remain Too High.............................................. http://www.earthtechling.com/2013/07/sol…emain-too-high/...................... opinions?

greensolar

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Saturday, July 6th 2013, 3:29pm

Rs 40 crore sanctioned for solar power streetlights..................... http://timesofindia.indiatimes.com/city/…ow/20949529.cms

Uncle Chang

Intermediate

  • "Uncle Chang" started this thread

Posts: 183

Date of registration: Sep 29th 2012

Stock Positions: TSL CSIQ HSOL SOL JKS YGE JASO Hanergy (0566.HK) GCL(3800.HK)

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5

Saturday, July 6th 2013, 3:45pm

Only 1.5GW the first 5 months?

http://www.ne21.com/news/show-43578.html
Summary: Germany Jan-May 1.5GW installation, less than 2.58GW last year May installation was 344.2MW, higher than 254MW last year, probably due to rush orders ahead of June Tariff?
Government expects 3.5GW-4.5GW for the year, Deutsche Banks predicts 3.5GW, much less than 7.2GW last year.
June installation normally is seasonally high, last year they installed 1.79GW for the month. This year they screwed themselves up with Tariff. If they continue on the wrong path, they'll make Conergy insolvency looks like child's play. Yeah, do they have target for unemployment rate in mind?
According to Solarbuzz, there's an effort of shifting Solar markets going on as everybody already witnessed, especially to low ASP Chinese domestic consumption and higher ASP Japanese market, but 2013 the EU is still expected to install more than 10GW. It better be since the Chinese is negotiating Maximum shipment of 10GW for itself alone.
We are half way through 2013 already, the idiots from EU is still negotiating with the Chinese, and it takes a month to ship stuff from China to Europe. What the hell are they thinking, it's too much politics, I thought only our politicians are stupid?

greensolar

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Stock Positions: SOL

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Saturday, July 6th 2013, 3:58pm

Silver and Photovoltaic Solar Panels Demand................................. http://www.marketoracle.co.uk/Article41216.html

greensolar

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Sunday, July 7th 2013, 3:33am

World car production grows 3 times faster than global oil supplies ............................................... I know this is current news LINK....................... You could imagine how Germany would have been hit with tariffs on Cars...........

Toadiac

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Posts: 205

Date of registration: Mar 4th 2013

Stock Positions: JASO

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8

Sunday, July 7th 2013, 6:40am

http://www.nypost.com/p/news/national/ep…rdW3nnKk9ofIXDL

kknd1234

Beginner

Posts: 10

Date of registration: Mar 23rd 2013

Stock Positions: None

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9

Sunday, July 7th 2013, 1:28pm

http://www.youtube.com/watch?v=j-MmzyUiq3w

between 2:26 to 16:51

Pretty good news about what is happening in the solar industry, and what to expect in the coming months.

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