SolarPVInvestor Forums

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 7:44am

"Fine Silicon is not manufacturing any meaningful amount of polysilicon", Gee, finally.

Go to the top of the page

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 8:11am

Daqo filed one too. If anyone have something on this one please post.

Go to the top of the page

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 8:32am

Someone may want to check this but Yingli's freight is about 0.02 per watt.

Go to the top of the page

1 registered user thanked already.

Users who thanked for this post:

eysteinh

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 8:39am

Cash flow from operating actives is $330M negative, most I see is from taking $250M in receivables in the year. I guess selling on credit as much as buying on credit will eventually catch up with you

Go to the top of the page

Professional

Date of registration: Sep 29th 2012

Thanks: 95

Wednesday, April 24th 2013, 11:04am

Quoted from "odyd12"

Someone may want to check this but Yingli's freight is about 0.02 per watt

Where did you find that in the 20-F?

Go to the top of the page

Klothilde

Professional

Posts: 676

Date of registration: Nov 19th 2012

Thanks: 74

Wednesday, April 24th 2013, 11:13am

2.24 cts confirmed. search for "shipping".

I assume this is lower than TSL because of a higher share of business in China. Any thoughts?

Go to the top of the page

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 11:51am

Sure is

Go to the top of the page

Professional

Date of registration: Sep 29th 2012

Thanks: 95

Wednesday, April 24th 2013, 12:18pm

Hmm, i did. Will search again.

Go to the top of the page

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 12:25pm

RMB 290.7M

Go to the top of the page

Professional

Date of registration: Sep 29th 2012

Thanks: 95

Wednesday, April 24th 2013, 12:40pm

For 2011, right? 2.8 cents...

Go to the top of the page

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 2:22pm

2012

Go to the top of the page

Professional

Date of registration: Sep 29th 2012

Thanks: 95

Wednesday, April 24th 2013, 2:32pm

All I see is this (can you point me right?):

Selling Expenses. Our selling expenses were RMB818.0 million in 2011, which increased from RMB780.2 million in 2010. This increase was primarily due to increase in shipping cost for our PV modules to RMB290.7 million,

Go to the top of the page

Administrator

Date of registration: Jan 3rd 2013

Thanks: 196

Wednesday, April 24th 2013, 2:46pm

Page 108, the number is $51,480,000, on shipments of 2,297.1MW, which is 0.0224 per watt, I confused you with the reference to RMB 290.7

Inventory at 59% of finished goods.

Go to the top of the page

Professional