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Quoted from "odyd12"

Quoted from "Pop2mollys"

No one here expected TSL

I thought I kind of did. I am sure I thought of SOL but I think also TSL. CSIQ Q2.
https://solarpvinvestor.com/spvi-news/454…-tones-for-2013


I decided to break my promise on SA. I am going to do article, hopefully they will publish it.

Great! SA is WAYYYY overdue for some logical, reasonable, POSITIVE reporting on solars.

One article submitted. Curious if they publish it.

A few positive indicators said by JA Solar & Jinko.
Looks like the end of the Glut is nearing its end. By 2014 Glut will be past tense & in 2014 will lead to Shortages. IMO creating a Solar Boom for those that have survived. Actually former CEO Peng Fang said that back in August of 2012..


From 4'th Qtr. Conference Call S&A JA says concerning 1'st Qtr., "In this market, we think we have advantages because we have lot of major purchase order coming to JA Solar because of consolidation"


Jian Xie - COOhttp://seekingalpha.com/article/1299411-ja-solar-holdings-management-discusses-q4-2012-results-earnings-call-transcript

Especially 2013, I don't think we have more charge for accounts receivable. The company will take a very prudent measure to control the accounts receivable. In this market, we think we have advantages because we have lot of major purchase order coming to JA Solar because of consolidation. So our policy is, we will balance our current cash position, balance our cost of production and we will focus on the emerging market and take strategic purchase order, more impJian Xie - COO


Jinko Solar sees Industry Consolidation ending this year

Panel producers may find it difficult to post profits this year, though the situation should improve as the weakest companies are driven out of business, JinkoSolar’s Chen said.

“Some companies, including JinkoSolar, will escape early from their predicament” because they have lower debt and made fewer bad investments, Chen said.

http://www.bloomberg.com/news/2013-03-15…html?cmpid=yhoo

If SA decides to publish the article you may enjoy it.

Thanks Odyd for the SA contribution. We need more people who know what they are talking about submitting articles. Please send a link if/when they publish it.

Market did like the idea of profit.

Update on SA. The censor/proofread did not like the motion of two months of data, since it is April? Very interesting.
I am going to publish on SPVI Shortly.

This is the link to the article how would the short side SA print this.

https://solarpvinvestor.com/spvi-news/472…ndustry-in-2013

Lol at this one.

"UPDATE: This isn’t the first time Gao made such comments predicting profitability for the company, Johnson says. In June 2012, Gao predicted that the company would return to profit during the second half of 2012, according to a Bloomberg story. The stock proceeded to dropped from $7 to as low as $2.19."

http://blogs.barrons.com/emergingmarkets…oogle_news_blog

The scenario presented has a lot more to do with reality than just Jifan Gao.

Thanks, great article! SA's loss.

Thanks Odyd Great read....*****....

I am giving it another try. I submitted as an exclusive before, now I am going to normal format. I do want this show on yahoo.

I am curious how the second round will be like.

The Article is Great Odyd & to the point. Thank you

From the article, looks like Jinko is doing great in Q1....wonder why they delay the ER for Q4?

thank you all for positive feedback

Nice article Regarding the 31GW bankable and 35W demand one shoudl also take into account thin-film takes a slice of the market, and Japan has 3 GW that's "bankable" domestically, India has 2 GW capacity supplying the Indian market etc.

I meant to ask before, who in India has those 2GW?

IndoSolar is one of the biggest in there publicly traded company. These guys get wafers from GCL.