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Q3 SPVI Forum Portfolio- Members' choice

April 2013 GADP and Delivery data is available

https://solarpvinvestor.com/paid-reports

odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Sunday, February 3rd 2013, 10:23pm

REC in India

Details here, 21,520 and 20,480, seem 232W avg first farm the other 244W between 14.2 and 15% efficiency,

http://www.energymatters.com.au/index.ph…article_id=3575

Article points to 15.8% average but this is the module they are quoting

http://www.energymatters.com.au/images/r…peak-energy.pdf

Friends from REC when I had an interview sent me this pdf (attached) about their Peak modules the ones with 15.8% efficiency Interestingly REC module is larger by about 2.5 cm from Virtus II and that causes a loss of 0.2% efficiency. However this output is about 197 of nominal power vs. 193 in Virtus II

odyd12 has attached the following file:

REC passivation.pdf (201.65 kB - 5 times downloaded - latest: Apr 11th 2013, 3:50pm)

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explo

Master

Posts: 1,647

Date of registration: Sep 29th 2012

Stock Positions: SOL

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Monday, February 4th 2013, 1:05am

I think the datasheets will be updated soon to better reflect the yield bell curve Eystein calculated for their Q1 guidance. The NOCT/STC is significantly better than solar 11.

What puzzles me a bit is that they don't seem to get much premium for being non-Chinese, but I have no ASP confirmation.

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odyd12

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Posts: 2,313

Date of registration: Jan 3rd 2013

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Monday, February 4th 2013, 6:57am

Oh, I think they see the premium. Hard to tell but they are selling in 0.80s per watt, I think, based on the revenue of the solar group. That number is lower as there are systems sales involved as well.

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explo

Master

Posts: 1,647

Date of registration: Sep 29th 2012

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Monday, February 4th 2013, 10:46am

Thanks for clarifying the ASP, this premium confirmation makes the REC Solar case even stronger. Thanks also for the noct data.

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Tuesday, February 19th 2013, 10:55pm

Hanwha SolarOne

2.7MW in Germany, looks liek average of 244W per module, decent rating
http://www.pv-magazine.com/services/pres…/#axzz2LD3bH5VU

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explo

Master

Posts: 1,647

Date of registration: Sep 29th 2012

Stock Positions: SOL

Thanks: 139

Thursday, April 11th 2013, 2:59pm

ReneSola 108,000 of its 72 cells 300w Virtus II to North Carolina U.S.

It's been while since this thread got some action:
http://ir.renesola.com/phoenix.zhtml?c=2…4644&highlight=

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redsolar

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Date of registration: Sep 30th 2012

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Thursday, April 11th 2013, 3:34pm

Renesola theme has been "More Power for your Dollar". A lot of third parties in USA retailing Virtus modules on the stores like EBay etc. Prices are very appealing for residential as well as commercial. EBay retailing 5KW system for less than $8K...which includes micro replus inverter for each module + free shipping.

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solarcat

Unregistered

Thursday, April 11th 2013, 3:59pm

Anyone know how much will it cost to BOS, mounting hardware, installation etc. and grid tie a 5KW system like this?

http://www.ebay.com/itm/Grid-tie-5kW-sol…=item43b8dca5ce