65 replies to this topic

[littleguyintucson]

Dang this anti-dumping stuff is getting old

Yeah it is, but it is also expected. It is a new industry that employs people and countries want to employ their own people They also do not want to give their tax revenues away to oversees companies. That is why tariffs are being reduced overall as well.

The BIG BATTLE OF MAJOR INTEREST is what you are starting to hear rumblings of all around will be the biggest fight of all because it will be the individual homeowners vs the conglomerate and governments. The individuals generally lose those battles.

Power companies are not happy about losing revenues and guaranteed profits and are starting to look for ways to reduce the home incentive for solar such as net metering and the rates they must buy at. They are not happy about middleware leasing companies allowed to slice off the profits from this as well. They are looking to charge additional maintenance fees for the lost revenues. This is heard all over the world these days and as the install base of business and homes gets larger, then you will here more and more.

The current system of paying owner for power at market rates sometimes 100% higher than low end retail and at 3x wholesale will be the real battle. Forcing a company to buy at high end retail, then having them use energy off peak at low end retail but get full credit is a negative. A homeowner can produce 20% less than they consume and still pay no bills. That means that the power company is providing free power to the homes. The credits at the higher rates is the purchase rate they must take meaning they are forced to buy at $0.20 per KWhr or more in Ca and sell to others at basically no profit instead of buying at the wholesale rates of $0.04-$0.06 and selling to those same customers. Not only are they losing money on the homeowner, but they also lose money on what their input cost is. That is a lose lose for power companies.

The 2 stages of battle in this arena will be against the business models of solar city(already under attack by PGE in CA) and as noted by recent posts in Az.

You will be hearing more and more of this over the next couple of years and likely leagal battles in court pitting utility companies over regulatory agencies overstepping their grounds.

http://www.financial...e-rooftop-solar

http://www.greentech...ng-Net-Metering

http://www.greentech...et-Metering-War

http://www.sustainab...isplay/id/24882

http://cleantechnica...-battle-begins/

[Uncle Chang]

I think JASO may pre-announce any time, the Jinglong Group just reported today so I think JASO probably can tell how this quarter may bring.
The 1st 5-month shipments to Japan was said to be 150 mw, that sounds like JASO's shipment alright?

[sunnysky]

http://www.altenergy...m_renesola.html

[sunnysky]

http://www.nation.co...nergy-potential

[explo]

Any idea what's driving the sector higher today?

[Pop2mollys]

http://en.apdnews.com/news/30297.html

[spiritcraft]

Any idea what's driving the sector higher today?

I was just going to ask that. Not complaining, of course.

[explo]

Maybe it is all the pending stuff. I think we are in the major appreciation channel where stocks can move 100% in a few days in September or sooner.

• Huge Q2. Upward revenue and margin revision are imminent. SOL started it.
• End of trade war imminent
• Trade peace will be contructed to end price war to catalyze industry recovery
• Japan, US, India, South East Asia, Latin America, South Africa all booming
• China will have the boom of booms and transition from low to high ASP market as political incentive is massive
• Chinese FiT announcement within a month
• Silver record cheap will continue cost cuts

Market with insight are getting in now before the late adopters are getting in post initial appreciation.

[spiritcraft]

Maybe it is all the pending stuff. I think we are in the major appreciation channel where stocks can move 100% in a few days in September or sooner.

• Huge Q2. Upward revenue and margin revision are imminent. SOL started it.
• End of trade war imminent
• Trade peace will be contructed to end price war to catalyze industry recovery
• Japan, US, India, South East Asia, Latin America, South Africa all booming
• China will have the boom of booms and transition from low to high ASP market as political incentive is massive
• Chinese FiT announcement within a month
• Silver record cheap will continue cost cuts

Market with insight are getting in now before the late adopters are getting in post initial appreciation.

Well, there is that! The pending energy revolution one day nearer.

[JulyWebb]

Phoenix Solar expands largest ground mounted system in Saudi Arabia
http://www.pv-tech.o...ted_system_5657

Phoenix Solars last project in the US recently announced the modules were selected to be used from JA Solar

[Pop2mollys]

Maybe it is all the pending stuff. I think we are in the major appreciation channel where stocks can move 100% in a few days in September or sooner.

• Huge Q2. Upward revenue and margin revision are imminent. SOL started it.
• End of trade war imminent
• Trade peace will be contructed to end price war to catalyze industry recovery
• Japan, US, India, South East Asia, Latin America, South Africa all booming
• China will have the boom of booms and transition from low to high ASP market as political incentive is massive
• Chinese FiT announcement within a month
• Silver record cheap will continue cost cuts

Market with insight are getting in now before the late adopters are getting in post initial appreciation.

This board is 2 steps ahead of market... We all knew solars were and still are grossly undervalued. The street is trying to play catch up. Shorts in big trouble and are getting margin calls. We are just getting warmed up boyz and girls.

Now what hotel should we stay at in Vegas. I say we go big...

[explo]

A day like this on no sector news and tepid general market is a sign of sector appreciation.

[forestg]

Explo, IMO it is still the raised guidance of Renesola as Renesola was and still is hugely undervalued when the news hit. Today again was the top gainer (+13%) while YGE and TSL barely moved (+0.97% and only +1.5% respectively). HSOL has been very strong for a while even before the Renesola news so I can't say what is driving HSOL as it seems to be running on its own mojo.

BTW, SOL has now doubled from when cfeng said that it will. So congrats to all the SOL holders from $2.1.

[explo]

forestg, I've been enjoying SOL's recent catch up with the pack. Now I think there are other laggards, like TSL that might pose better trading risk/reward in the very short-term (this week). Btw, didn't you join after cfeng left.

[JulyWebb]

Explo What's your reason you think why TSL (or not mentioned JASO) may go up next?

I do think there were a lot of pinned up shorts in SOL & I still think there is quite a few up against the wall. If I remember correctly SOL's name came up a lot on the fail to deliver list.

[explo]

July, my biggest holding right now is JASO and it paid off decently today, but today I added TSL and eased SOL somewhat. SOL used to be my biggest holding, now it's JASO 40%, SOL 30%, TSL 30%. Short-term the money is still in the cell part of the value-chain and JASO and TSL has a lot of cell capacity still not utilized to capitalize on this demand. They can raise guidance. Meanwhile SOL already raised and run and will be above capacity and will have a lot of outsourcing penaly. JKS already guided way above capacity and will have a lot of outsourcing penalty to keep that level (they guided for weaker 2H) and cannot deliver more so they are unlikely to raise guidance even if the demand is there. Difference between JASO and TSL in very short term is that TSL is the bigger laggard. I like laggards.

[JulyWebb]

Thanks, Not a good idea to be short any laggards right now. JA in my mind is still a puney $1.90 a share before the R/S.

[spiritcraft]

I would love dearly to have TSL come out during the trading day and say anything positive. Those shorts have to be just a wee bit itchy. Something like that would likely result in a 30% jump in share price. Do the shorts still cling to that "TSL owes a billion dollars to GCL poly contract" nonsense? In any case, TSL is the laggard among those that matter anyway.

[explo]

Do the shorts still cling to that "TSL owes a billion dollars to GCL poly contract" nonsense?

Then they forgot to read the latest 20-F. Those 14b purchase obligations went down to 0.26b from the 2011 20-F to the 2012 20-F. Someone should write an SA article about how Trina apparently successfully eliminated 14b of liabilities, lol.

[chrisceeaustin]

Any thoughts on this stock?