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Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

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Wednesday, April 17th 2013, 2:21pm

we actually know precisely how many were delivered in December, January, February etc. This is why we are so excited

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Master

Date of registration: Jan 15th 2013

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Wednesday, April 17th 2013, 2:24pm

Quoted from "odyd12"

we actually know precisely how many were delivered in December, January, February etc. This is why we are so excited

Well odyd those that purchased data have wonderful insight into explosive Japan Market. Sony wasn't one of them

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Paybak66

Intermediate

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Date of registration: Jan 15th 2013

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Wednesday, April 17th 2013, 2:26pm

Odyd, am i remembering correctly that you you mentioned the possibility of adding a "summary", or notes add-on to the monthly/quarterly reports that members can purchase?

This would seem like a very interesting feature, if so.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 385

Wednesday, April 17th 2013, 4:02pm

There were few items on the plate. I am still in the process of understanding what can be done or not. I am discussing more details, but I have nothing solidified

Since we talking on this, there is a lack of visibility based on the declaration statements being unavailable anywhere in China since beginning of February. Data collection is becoming an estimate of dollars and volumes per country and you losing level of accuracy as you go below 1MW size shipments. Jason told me this few days ago. So basically data may get blurry to a degree of +- 0.20MW error in that condition. I stated this is not an issue.

I will pop that warning just in case. I also told him this is not a critical variable to understand scale of the deliveries.

I still want ASP. However here we have country ASP average and company ASP but it will be only on high scale sellers. I told them us, we mostly care of US-listed and big ones, so not a big deal if he could provide.

Utilization is also part of it and it seems they want to stabilize sources before selling info.

I stopped receiving the weekly update. I may ask them to provide a monthly price update but not sure. It is hard to communicate, as I have little to offer in return and everything they do is sort of at good will, so I sort of wait what they want to do.

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Klothilde

Unregistered

Wednesday, April 17th 2013, 4:22pm

Odyd: if at all possible could you ask Jason next time you speak to him about the 13 GW figure they see for China? How big is their confidence and how come they see way more than other analysts?

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

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Wednesday, April 17th 2013, 4:52pm

It is not them it is a Chinese Brokerage firm, who sees it.

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grkberry

Beginner

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Wednesday, April 17th 2013, 7:54pm

Which company do you guys think is best positioned to capture the growing Japanese market this year?

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JulyWebb

Intermediate

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Date of registration: Feb 26th 2013

Stock Positions: JASO SOL

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Wednesday, April 17th 2013, 8:07pm

Quoted from "grkberry"

Which company do you guys think is best positioned to capture the growing Japanese market this year?

The presentation list for year 2012 STP as #1 Chinese-Solar and #2 leader in Japan is JA Solar.

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Klothilde

Unregistered

Wednesday, May 1st 2013, 4:05am

from pvinsights this week:

"Solar cell prices spike drastically this week driven by robust orders for high-efficiency cell from Japan, where rooftop and utility-scale solar projects are bourgeoning."

"Utility-scale solar projects as well as roof-top PV system installation in Japan are now expanding vastly, which significantly catalyzes the overall demand for solar module products."

Does anybody apart from me like this language?

Check out the project approvals again, annual run-rate of 24 GWs, what else is there to say...

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explo

Master

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Wednesday, May 1st 2013, 7:19am

You forgot this part:

Additionally, rushorders from Europe are also on a rise asanti-dumping issue has resulted in cell supply shortage

Taiwanese cell makers are busy.

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JulyWebb

Intermediate

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Wednesday, May 1st 2013, 7:27am

JA Solar could report a profit sooner than we think.
Rooftop fastest growing Solar segment in Japan & will stay that way for a long while.. JA Solar #2 in 2012 in Solar Sales to Japan. Popular and growing in Japan as an OEM provider for that very reason Solar Cells.

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Administrator

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

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Wednesday, May 1st 2013, 7:34am

Japan is booming in March exports. Just got it. I have no authorization to sell it yet, but the pilot pricing is gone. USA booming, I see very small European retraction.

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Master

Date of registration: Jan 15th 2013

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Wednesday, May 1st 2013, 12:29pm

Quoted from "odyd12"

Japan is booming in March exports. Just got it. I have no authorization to sell it yet, but the pilot pricing is gone. USA booming, I see very small European retraction.

That's one hell of a teaser.... Sounds bullish

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Klothilde

Unregistered

Wednesday, May 1st 2013, 12:34pm

@Odyd: Still at 35GW or starting to lean towards 40?

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Administrator

Date of registration: Jan 3rd 2013

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Wednesday, May 1st 2013, 12:39pm

I think you could add 2GW, so 37GW. I think there is 11% growth from Feb to March. I have not put any time into analysis yet.

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greensolar

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Wednesday, May 1st 2013, 1:00pm

Hi Odyd, Could you create a poll so we guesstimate what worldwide install be 2013maybe in units of 2-3GW maybe between the range of 20-50GW

Solar Power Is The Future

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Administrator

Date of registration: Jan 3rd 2013

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Wednesday, May 1st 2013, 4:47pm

Done, I made this one public so you can see people voting

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Master

Date of registration: Jan 15th 2013

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Friday, May 10th 2013, 2:49am

http://www.bloomberg.com/news/2013-05-10…ers-jumped.html

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Klothilde

Unregistered

Friday, May 17th 2013, 2:06am

http://www.meti.go.jp/press/2013/05/2013…130517002-2.pdf

Japan approved 5.55 GW of new installations in february (yearly runrate of 66.6 GW).

This means a) political intervention will happen, rather sooner than later imo and b) Japan will absorb every single module that China can produce.

Very troubling development in the long term.

index.php?page=Attachment&attachmentID=171

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