Another Milestone for the Informed Investor
#1
Posted 21 May 2013 - 07:53 AM
wow, what an action on the market. I hope gains are popping for all. Friends for SZ came a long with interview style utilization report. I just had a peek at it and trading stocks, seems a lot easier if you looking at info which is extracted from industry members, insiders, etc. Rather extreme info, to say the least.
SZ has sold data to a brokerage house with a forward 12 months sale. I will not say what they have got.
Instead, I would offer a bid auction. Perhaps I can come back to SZ and suggest if there is a consensus.
Between being busy and trading, find a moment to suggest it here
#2
Posted 21 May 2013 - 09:43 AM
I thought people would care for this.
#3
Posted 21 May 2013 - 09:48 AM
#4
Posted 21 May 2013 - 09:48 AM
#5
Posted 21 May 2013 - 09:52 AM
#6
Posted 21 May 2013 - 09:55 AM
#7
Posted 21 May 2013 - 09:56 AM
#8
Posted 21 May 2013 - 09:57 AM
So what is the price for something like that?
I saw gentlemen to buy 10K shares of CSIQ, I am curious what would he pay to know how many modules in China were produced in March and April?
#9
Posted 21 May 2013 - 10:18 AM
I could even suggest to customize it. For the private client certain questions could be asked, or observation could be made based on the criteria. It is about protecting your gains and secure value of your money. Based what I see or hear from people on this board we were operating within 2M in funds, now perhaps $3M. I sold $1.7K worth of data in May ($250 gain to run a site rest to SZ). If you operating a fund worth $3M would you consider spending thousand dollars on information and go to sleep without a doubt?
#10
Posted 21 May 2013 - 10:37 AM
Nobody owns LDK here right?
Cell lines operating by the company 3.7MW a month in April. Modules at 20MW. Poly not operational, wafers on and off, M3 and M4, not clear what production looks like.
Daqo anyone?
No production in ChongQuing, XinJiang is running. That is poly production.
Suntech 30% utilization on cell/module wafer about 10M wafers a month in April, maybe 30%
#11
Posted 21 May 2013 - 12:00 PM
Those are just trading shells. I would withhold information of this type no matter what it costs.
Anyone wanting to price this info?
I am asking so I can tell you what brokerage from the US paid Solarzoom for it
#12
Posted 21 May 2013 - 12:13 PM
#13
Posted 21 May 2013 - 12:18 PM
They told me the price brokerage paid for it. 12 months advance. Jason said he offered a discount. We are not talking the analysis here again. It is info like I gave in this thread, but think of eight other names outside STP, LDK and DQ.
I said I will find out what people want to pay for it. Here I am
#14
Posted 21 May 2013 - 12:29 PM
#15
Posted 21 May 2013 - 12:39 PM
So say you bought a stock and you spent $40K on it. Would you buy it if you knew that utilization of factory was at 50% and they have not ran a wafer since January?
Of course you could still make money on the stock, but if you knew chances would be you would not buy it.
For someone like yourself with quarter mill out there this could be a $1000 for someone who trades on leaves it is a waste of money. Since we are here as a unit. I would like to know what people here think.
This again will be a 5 to 10 people ordeal, but let's have a some fun what value that represents to anyone?
I promise if we get some of the people say what they think I will tell all what broker paid for it. Of course the broker will sell it to everyone he is advising as part of his business. So the price he is willing to pay is relatively high, but let's have some fun shall we?
#16
Posted 21 May 2013 - 01:09 PM
I'll buy a first discounted pack to evaluate if it can be bundled together with the usual global ASP package at say $160-170 (this is $2000 a year which might be well above 0.1% of many portfolios, including mine). It's hard to realize full value until you have it infront of you. The more data you have the less additonal you might think you need, so I would expect incremental discount if deliveries and ASP are already bought for the month. So separately if it costs $60, it might get $20 discount for each other package bought.
#17
Posted 21 May 2013 - 01:21 PM
It is even broken by poly.
So what is the price for something like that?
I saw gentlemen to buy 10K shares of CSIQ, I am curious what would he pay to know how many modules in China were produced in March and April?
Some "gentleman"? Geez, i thought no more name calling here?! LOL. (i couldnt resist!).
Odyd, are you asking what we would be willing to pay to purchase the data on a QUARTERLY basis?
Just to toss an aprrox amount out, to your point, maybe $500 per person?
#18
Posted 21 May 2013 - 01:39 PM
You should be able to deduct your research costs dollar for dollar as part of your investments, no?
However 0.10% per portfolio? So a $1M portfolio would be managed at the research cost of $1000, LOL, I am sorry but that is the funny sh-t.
#19
Posted 21 May 2013 - 02:42 PM
Note that I meant per fee. So say that they have 10 other investment supporting fees then I guess that is the range of fees. For some it might be 10% as well though if they have no other fees. I know nothing about marketing and pricing, so I only speak for myself. The 0.1-1.0% range feels more like of a nobrainer than the 1-10% range.
My understanding from before was that ASP data was the most expensive of the 3, so that's why I thought it was around $60. I'll try one pack at $200 and evaluate values of the 3 different types of data. Can't really say before looking at it and for ASP we need the Q1 reports to understand better.
#20
Posted 21 May 2013 - 03:17 PM
So once we get a little stability and things return to 'normal;, i'd def. be willing to throw down some cash for ya
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