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odyd12

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41

Monday, April 8th 2013, 6:03pm

I read the same article from Indian MNRE, but I am sceptical:

a. the local capacity is 2GW

b. Is bankable.

Indosolar is literally bankrupt with 360MW, Websol has 120MW going on 200MW due to ReneSola. Tata BP is also semi-dead with 125MW of old legacy equipment, Moser Baer is completely dead with 150MW.

Canadian, Yingli, Trina, China Sunergy and now Jinko combined will drop yearly average capacity of those companies in a fiscal quarter moving forward. That 2GW is as good as dead, unless it is used for outsourcing like SOL’s deal with Websol, who actually is a company complaining about Chinese cells and part of the investigation.


I will get into contact with analyst I know in India and see what we can find out.

odyd12

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42

Monday, April 8th 2013, 7:31pm

LOL. The article was rejected.

Paybak66

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43

Monday, April 8th 2013, 9:30pm

Rejected....

Apparently, you got their attention, then. I guess the "truth hurts", as they say.

Well, done Odyd. Great article.

odyd12

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44

Monday, April 8th 2013, 10:22pm

It was rejected because it was "poorly written, confusing and full of errors making it hard to follow". This was description provided to a second rejection.
The quality deteriorated rapidly from the first rejection as there was no mention of any above in the initial "no go". At first the problem was that while in April, article is referring to first two months of the year. I have given commentary to editor, which was accepted as efficient.

I took liberty to share my view in reply ;

"It is rather obvious due to content, instead of those bogus
remarks submission was rejected. It is also hard to understand how from first
to second submission material deteriorated so rapidly.


While the SA continues to post waste about solar industry
almost daily, certainly you have a right to select your content. I would
suggest, however, to drop "up to date" and certainly
"objective" as expressions describing it."

odyd12

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45

Monday, April 8th 2013, 10:41pm

I figured when I read this sentence from the recent article by Trefis
http://seekingalpha.com/article/1324281-…-falling-behind

"Here we examine the implications of the closing price gap
for the company and what it is doing to stay competitive."
I was okay with grammatical errors.


I thought I was also safe on fundamental errors
"Two weeks ago, the largest Chinese producer by capacity, Suntech, filed
for bankruptcy with regard to its main operating subsidiary in China.
http://seekingalpha.com/article/1314961-…solar-producers

solarfun

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46

Monday, April 8th 2013, 11:50pm

Odyd, great article but SA is not going to publish, it is too bullish on the solar sector. Grammar is just an excuse. Look at their recent articles on solars. After InvestingHobo articles, probably from a year ago, I don't recall anything bullish on the sector there.

odyd12

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47

Tuesday, April 9th 2013, 2:30am

Thank you for your support Solarfun. There are many ways to explain things and some are better than others. I am sure this also applies to my article. I can see now that some things could be done better, including some of the ideas, which I had in my mind and how I put them down on paper. If I had done better job, this article could be published or maybe that would not be the case. Certainly there was nothing SA has done to help publicize it. Said that, they choose own theme, and I am happy to believe that their continuing desire to tarnish solar is as much of a contributing factor for this particular story not to be seen on yahoo as my shortcomings as an author.

Cheers

eysteinh

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48

Tuesday, April 9th 2013, 3:02am

While I dont agree with you on many things (including some points in the article) you are not a bad author odyd12. You are also a good interviewer and I allways look forward to new content on this site by you as I know most of it is more analytic than most so called professional analytics.

odyd12

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49

Thursday, April 11th 2013, 4:46pm

I worked on the piece over last few days and with now two (additional editor from PV-Mag) proofreaders article will be published by PV-Mag.
I have changed some of the text for milder form. Look for it tomorrow morning.
It is as bullish as original and a bit of change to what you have seen on PV_Mag recently.

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Pop2mollys

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50

Thursday, April 11th 2013, 4:58pm

I worked on the piece over last few days and with now two (additional editor from PV-Mag) proofreaders article will be published by PV-Mag.
I have changed some of the text for milder form. Look for it tomorrow morning.
It is as bullish as original and a bit of change to what you have seen on PV_Mag recently.


I love the fight in you odyd! Thanks for working hard to get all the DD from this board to main wire!

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