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Pop2mollys

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Posts: 1,377

Date of registration: Jan 15th 2013

Stock Positions: 100% CSIQ reloaded

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61

Saturday, April 27th 2013, 11:50am

Hey Pop

No I have not contacted SOL IR. Are they not in silent mode till earnings day ?



Good point.

odyd12

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Date of registration: Jan 3rd 2013

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62

Saturday, April 27th 2013, 2:03pm

The wholly-owned subsidiary of Shunfeng Photovoltaic International Limited, Jiangsu Shunfeng Photovoltaic Technology Co., Ltd. (“Shunfeng Technology”), is a professional solar cell manufacturer. It is recently announced that the average conversion efficiency of back surface passivation solar cells is achieved up to 19.5% and the highest is 19.67% through manufacturing process enhancement. "
This puts Canadian solar cell supply chain efficiency in and above the one of SOL imho and facts.
All the suppliers have rating for cells in the same level as SOL or better (ELPS and SF supplier), but It appears that CTM is a benefit of SOL.
However using CSIQ 20-F, we read that 21.1% is a claim in laboratory setting. in fact I quote:

"In the third quarter of 2011, we began assembling [i]modules using ELPS, a wrap-through cell architecture, on a commercial basis. These modules can achieve module conversion efficiencies in excess of
19%. In 2012, our research and development team continued to improve the cell efficiency of ELPS, bringing the efficiency under laboratory conditions to 21.1%."[/i]


It seems that info on the datasheets lists a potential of the cell to reach 21.1% but it is not the cell of this 270W module rating.
Using this simple statement from 20-F, we can say that 19% module is precisely 309.1W, hence the "over" represents greater output than 21.1% cell can produce ( 5.13W*60=307.8W).


So using this value assessing CTM in comparison is erroneous. This also could mean that CSIQ has passed 100% CTM.


These are laboratory results of course. The fact remains that 270W module is not losing versus 21.1% cell total output potential as the cell in 270W must have a lot less efficiency.
What CTM loss we are talking about here I am not sure, but if I was to build a hypothesis referring to lab results again, I would say nothing. Draw your own conclusions in light of the thread title.

solar123

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Posts: 85

Date of registration: Mar 11th 2013

Stock Positions: 75% SOL, 12.5% JASO, 12.5% CSIQ

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63

Monday, April 29th 2013, 7:48am

Looks like we have a winner so far. Will the tortoise beat the hare?

Either way, we all win when solars move up. Congrats to the CSIQ holders. I was going to split up my SOL and put half into CSIQ, yet as always, sat on my hands...

Hopefully, we can all celebrate in about 1-2 yrs from now (or sooner)

This post has been edited 1 times, last edit by "solar123" (Apr 29th 2013, 8:04am)


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