Q4 2012

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

Thursday, February 7th 2013, 10:18pm

Q4 2012

First result https://solarpvinvestor.com/analysis/quar…q4-2012-results

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Thursday, February 7th 2013, 10:54pm

transition quarter in Q2 and profit in Q3, not bad.

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Thursday, February 7th 2013, 11:22pm

REC results http://www.recgroup.com/en/media/newsroo…302/1676585.xml

report http://hugin.info/136555/R/1676585/546497.pdf

presentation

http://hugin.info/136555/R/1676585/546496.pdf

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Thursday, February 7th 2013, 11:50pm

REC's modules sold at 0.81 per watt and they cost 0.70 per watt to make (excluding SG&A plus R&D) using Chinese formula. 202MW modules sold seems like 13% gross margin.

https://solarpvinvestor.com/analysis/quar…q4-2012-results

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explo

Master

Posts: 1,648

Date of registration: Sep 29th 2012

Stock Positions: SOL

Thanks: 139

Friday, February 8th 2013, 1:19am

Outlook looks good at first glance, but I had hoped that they would be more aggressive on REC Solar expansion plans, so that they can consume more output from REC Silicon. The imminent tariff decision makes it hard invest now, due to PPS shock risk on decision day. Otherwise it's an attractive case.

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solarman1

Trainee

Posts: 78

Date of registration: Feb 7th 2013

Stock Positions: None

Friday, February 8th 2013, 1:34am

When is the EU decision date?

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explo

Master

Posts: 1,648

Date of registration: Sep 29th 2012

Stock Positions: SOL

Thanks: 139

Friday, February 8th 2013, 3:58am

That's a couple of months away I think. China decision is within a few weeks.

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Tuesday, February 26th 2013, 8:25am

Q4 data for Trina
https://solarpvinvestor.com/analysis/quar…q4-2012-results

and Companies by revenue 2012
https://solarpvinvestor.com/database/comp…by-revenue-2012

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solarman1

Trainee

Posts: 78

Date of registration: Feb 7th 2013

Stock Positions: None

Tuesday, February 26th 2013, 9:42am

Odyd - How do you start a new thread? I am glad you started this board for investors like myself to come and understand solar investing in more depth.

As you probably know, I am new to this solar space of investing. In your honest opinion, did TSL give a strong outlook for 2013? Why are we down? I bought SOL, TSL and CSIQ a few weeks ago and I am down (just a little). Would you average down at this price range or would you wait?

Thanks a million.

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Tuesday, February 26th 2013, 9:49am

I am long term. I am buying TSL next time when I am buying stocks. I am not good to tell you what is to buy as I am bias toward TSL and YGE.

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spiritcraft

Intermediate

Posts: 343

Date of registration: Dec 11th 2012

Stock Positions: TSL, CSIQ, SOL

Thanks: 16

Tuesday, February 26th 2013, 9:53am

Quoted from "solarman1"

How do you start a new thread?

Say you wanted to start a TSL thread... go to category, look for "new thread" upper right just above post listings...
https://solarpvinvestor.com/community/ind…Board&boardID=4

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rational_judgement

Beginner

Posts: 53

Date of registration: Jan 17th 2013

Stock Positions: None

Tuesday, February 26th 2013, 9:56am

TSL and others are cratering today. Already negative for the year. Looks like short attack is in full swing. But this should pass very soon...

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Tuesday, February 26th 2013, 10:00am

More data for data geeks
https://solarpvinvestor.com/analysis/chinese-peers

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solarman1

Trainee

Posts: 78

Date of registration: Feb 7th 2013

Stock Positions: None

Tuesday, February 26th 2013, 10:03am

Spiritcraft - thanks for the tip. Like I say, I am new from yahoo board and still learning this new PV board which I found mostly very useful. I wish Odey is able somehow to stop those 'pumpers' and 'bashers' from posting. We just need informative discussion, period.

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Klothilde

Professional

Posts: 1,056

Date of registration: Nov 19th 2012

Stock Positions: FSLR

Thanks: 92

Tuesday, February 26th 2013, 10:04am

Quoted from "odyd12"

More data for data geeks
https://solarpvinvestor.com/analysis/chinese-peers

I'm interested to see which ASP you will post for Trina, odyd. Explo and I have a bet going on on ASPs...

I wasn't able to discern anything from the call. At one point the SVP of modules talked about ASPs but his english was bad and on top the sound quality was crappy.

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Tuesday, February 26th 2013, 10:58pm

Well, nothing is easy here. I am working on it and probably have something published by week end.
I have ideas but need to run them by few people. It is hard to get anything outside the CC and NRs so I may be out of luck too. I will let you know.

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odyd12

Administrator

Posts: 2,313

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL

Thanks: 306

Thursday, February 28th 2013, 8:39pm

First Solar added with results
https://solarpvinvestor.com/analysis/quar…q4-2012-results

FS added to top 2012 companies
https://solarpvinvestor.com/database/comp…by-revenue-2012