Bought some HSOL based on Export Data

Q3 SPVI Forum Portfolio- Members' choice

April 2013 GADP and Delivery data is available

https://solarpvinvestor.com/paid-reports

odyd12

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Monday, May 20th 2013, 10:44am

Bought some HSOL based on Export Data

Entered HSOL based on export data info for Q1.
Big Japan, Big SA. Tariff free globally.

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spiritcraft

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Monday, May 20th 2013, 10:53am

Interesting... no one talks about them anymore. You are getting pretty active there... what do you hold now?

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odyd12

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Monday, May 20th 2013, 10:57am

I have CSIQ, JASO, CSUN and HSOL, last two bought today. I got TSL for couple of years.
I think I can do another 30 to 40% on CSUN and HSOL within 10 days, may hold longer.
My criteria, minimal European exposure (or neutralized exposure HSOL, CSUN), high efficiency modules. TSL is not representing well in Europe, but Japan , Australia are nice pros to compensate.

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JulyWebb

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Monday, May 20th 2013, 11:03am

Odyd did you sell part of a position in JASO & tCSIQ & then forward it to CSUN and HSOL?

Can you tell me?

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odyd12

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Monday, May 20th 2013, 11:06am

Yes, I cost purchases out. I added CSIQ last week, and I sold 50% what I added today. I sold 25% my JASO purchase from Friday and bought with the proceeeds CSUN and HSOL.

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JulyWebb

odyd12

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Monday, May 20th 2013, 11:09am

My solar portfolio using current values is 50% CSIQ, 32% JASO, CSUN 11% and rest HSOL

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pg6solar

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Monday, May 20th 2013, 11:19am

Odyd12, you mean "trading" portfolio, correct? I hope you're still long your TSL position.

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odyd12

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Monday, May 20th 2013, 11:19am

This is one of my two accounts, my second account holds TSL. That holding is about 20% of total if you add them all together. Just wanted to clarify.

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pg6solar

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Monday, May 20th 2013, 11:21am

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odyd12

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Monday, May 20th 2013, 11:23am

Trigger a sell order on CSUN, crap

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odyd12

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Monday, May 20th 2013, 11:30am

I am going to buy more HSOL since I got kicked out from CSUN. I suppose I am bit worried about the Nasdaq thing.
HSOL

I think I can ride the result on Q1, could be able to get more stock tomorrow, on retraction?
Any ideas here? Those who saw data you see any opportunity?

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outsmart

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Monday, May 20th 2013, 11:39am

Funny thing, most of HSOL's Q1 numbers are already out

http://hcc.hanwha.co.kr/eng/ir/rep_presentation.jsp

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odyd12

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Monday, May 20th 2013, 11:41am

I know

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pg6solar

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Monday, May 20th 2013, 11:44am

Well you have 10 calendar days (7 trading) till they report on May 30th. IMHO HSOL (stock not company) is not SOLF of old, so pull back may happen at any time (but not as severe as was for SOLF), including 29th if Trina (we know CSIQ's should be fine) disappoints with the outlook.

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odyd12

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Monday, May 20th 2013, 11:46am

I am counting on 30% to 50% improvement in results for HSOL, and hopefully the same type of JASO stampede. Hanwha. Qcells is their cell machine, and those guys make nice cells. If SolarOne was an independent unit. It would be at $3.00

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odyd12

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Monday, May 20th 2013, 1:59pm

Please do not get this as the recommendation, but I would suggest to have a look at the data for HSOL. Look at the PV pdf from Hanwha Chem. Look at the comments on HSOL. I think stock will pull back tomorrow. However their results could be very good in comparison to Q4 (that should be easy)

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redsolar

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Monday, May 20th 2013, 6:51pm

RedSolar says...
I believe QCell is part of HSOL parent company. If this is the case...HSOL may not be the direct beneficiary of the QCell technology. I think...HSOL is all valued around the SOLF supply chain located in China. I guess ...my point is...there is not much clarity on how to value HSOL at this point.
Please feel free to expand on this.
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explo

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Monday, May 20th 2013, 6:57pm

The Hanwha presentation says Q-Cells is for their EU and US PV and HSOL for their APAC PV. It kind of limits both of them to have such a clear directive.