Down a lot yesterday and today

explo

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Tuesday, March 26th 2013, 8:39am

Down a lot yesterday and today

Eystein, do you have any clue why?

Since REC does not seem to correlate much with Chinese peers I suspect it is on fears that poly price recovery will not be as big as expected when the stock soared on the $1.2 price increase reported one week by pvinsight. That or SEB's talks about liquidity issues in 2014. What do you think?

This post has been edited 1 times, last edit by "explo" (Mar 26th 2013, 9:20am)

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Pop2mollys

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Tuesday, March 26th 2013, 9:04am

Liquidity fear based on bloomberg....

http://www.bloomberg.com/news/2013-03-26…oslo-mover.html

I think we are getting very close to the threshold point where market separates the strong from the weak. This with strong demand for the products and have no issues with convertibles or debt in near future

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solarman1

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Date of registration: Feb 7th 2013

Tuesday, March 26th 2013, 9:09am

Pop - What are your top 3 picks in Chi 9 at this moment now that we have seeing some Q4 2012 ER from a few Chi solar companies?

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Pop2mollys

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Tuesday, March 26th 2013, 12:53pm

Quoted from "solarman1"

Pop - What are your top 3 picks in Chi 9 at this moment now that we have seeing some Q4 2012 ER from a few Chi solar companies?

1. SOL
2. CSIQ
3. YGE

Have to wait and see on JkS till they report. But I think if you load all you can on top 3-4 solars and check back in a year you will make a killing....

Don't mean to take it off subject just wanted to reply to question