SolarPVInvestor Forums

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Tuesday, July 2nd 2013, 5:23am

Hi there, I would like to let you know that I have not received any information on data for May.
Just wanted to make you aware of this. I am contacting SZ on the subject for a couple of days and have not heard from them yet.
I will keep you updated with information when it becomes available.

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Uncle Chang

Intermediate

Posts: 227

Date of registration: Sep 29th 2012

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

Thanks: 13

Tuesday, July 2nd 2013, 9:12am

Got this
http://www.solarf.net/news/headline/2013-07-02/58330.html

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Tuesday, July 2nd 2013, 9:15am

NA to the data I am talking about.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Tuesday, July 2nd 2013, 8:25pm

Update on data, I should be able to see it within 48 hours. Analysts were on vacation, and it took more time to compile the information, please be patient.
Chang if you are interested in getting the data, we may try to customize something for you for Q4, Q1 and April . Contact me on the PM if you wish to get on this.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 9:05am

Ok, I have the data, I have the GADP and the deliveries, but I do not have the Chinese prices for a month of June.
I will work on putting the info together and should have a product for purchase tonight as soon as the Chinese prices are here.
Very interesting staff to say the least.

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Paybak66

Intermediate

Posts: 188

Date of registration: Jan 15th 2013

Stock Positions: CSIQ

Thanks: 14

Wednesday, July 3rd 2013, 9:14am

Thanks for the update, Odyd. I am in for this round.

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explo

Master

Posts: 1,895

Date of registration: Sep 29th 2012

Stock Positions: SOL, JASO, TSL

Thanks: 181

Wednesday, July 3rd 2013, 9:16am

Nice! I'll be travelling Thu to Mon and didn't think I'd get a look until Monday, but it looks like I'll get a chance to have a look before I go now.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 9:28am

Document shows 3GW capacity for YGE, so I imagine some outsourcing is already in place.

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Paybak66

Intermediate

Posts: 188

Date of registration: Jan 15th 2013

Stock Positions: CSIQ

Thanks: 14

Wednesday, July 3rd 2013, 9:32am

Anxious to see the numbers for TSL, SOL and HSOL.

I think its time for me to reweight half of my position out of TSL into those two, possibly.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 9:59am

That depends what you are looking for in the move.
However we should discuss this under the trading thread. Please start one up for today and put some points there.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 10:46am

I can recall who, but there was a question asked about the South Korean market, with a background of the news from ReneSola.
We had South Korean volumes in the past, yet this month is pretty strong, so to know who I would refer to May data.

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Master

Posts: 1,462

Date of registration: Jan 15th 2013

Stock Positions: 100% CSIQ reloaded

Thanks: 118

Wednesday, July 3rd 2013, 11:33am

As always I will be purchasing full allotment. Always excited to get my hands on these numbers...

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 11:55am

I am not sure if this is intended, but I have some of the breakdown for "Others" section of the company's data, country, volume as well as the price. I also have average prices for "Others" for most of the countries, to see how the "rest" of Chinese set their price. I consider this a bonus material. I will have this added for free to $140.00 issue. This will not be part of the normal priced document.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 2:45pm

The May issue of Global ASP contains 239 data points of price for 32 named companies and one set of data for a group called "others". In comparison April set had 137 data points of price. May has 27 countries as well versus 20 countries in April.
I am very excited with the amount of information available and how this report is becoming so detailed.
The normal document version is not as rich in data. For example it shows 15 countries and major volumes, without details for "others" sections.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 7:13pm

I have a dilemma. I do not have Chinese domestic prices for June. They did not send this spreadsheet.
I am finished with the rest. So I can publish for sale and send the Chinese prices when I get them to buyer's address or wait.
I think Jason is off till Monday, which complicates things for me and everyone else.
I am a bit disappointed with this, but I do not the dictate rules of the game here.

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Master

Posts: 1,462

Date of registration: Jan 15th 2013

Stock Positions: 100% CSIQ reloaded

Thanks: 118

Wednesday, July 3rd 2013, 8:38pm

Just put data you have up for sale, and when you get additional data add it to private message board.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: TSL, SOL, CSIQ, HSOL

Thanks: 477

Wednesday, July 3rd 2013, 8:49pm

I can, but I do have people who buy, but they are not on the board.
I talked to SZ, and finally got someone to trying to get this for me. I will wait a couple of hours from now. If I do not get it. I will publish what I have and ask for proper address to send the rest in the description.

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Master

Posts: 1,462

Date of registration: Jan 15th 2013

Stock Positions: 100% CSIQ reloaded

Thanks: 118

Wednesday, July 3rd 2013, 9:05pm

I understand... Sounds good.

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Administrator