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Daily News May 2014


260 replies to this topic

#21 JulyWebb

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Posted 02 May 2014 - 07:40 PM

To be unknown analyst? You mean dial in and ask questions as SPVI Research?

Yes, I hate it that HSOL doesn't have any current analyst coverage on their Conference Calls. To Dial in and ask questions as SPVI Research, that is an excellent idea. If some others are not capable of doing the job why not do it yourself.


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#22 odyd

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Posted 02 May 2014 - 08:48 PM

Sorry to disappoint but I am not ready to represent myself. I am not sure if I could, while I heard of private investors being on calls on few occasions.


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#23 odyd

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Posted 03 May 2014 - 11:19 AM

Northland Power's 130MW of projects in Ontario, 8 are operational and they just got financing for 50MW

http://www.northland...x?prid=2665#m=3

this is pricing the loan at 4.80 CAD per watt. The company is listed in Canada.

Investor presentation

http://www.northland...April_FINAL.pdf

 

capital costs are 5.90, Northland is a buyer I guess paying this price (CAD) So Ontario projects are still good per watt


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#24 sunnysky

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Posted 03 May 2014 - 03:14 PM

Earthquake Experts: Yes, Fracking Earthquakes Are A (REAL- my edit)Thing
http://cleantechnica...hquakes-thing/?

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#25 odyd

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Posted 04 May 2014 - 10:43 AM

I updated the main page for reports with new screenshots, showing new report formats and excel data dashboards

http://solarpvinvest...d-reports/intro


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#26 odyd

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Posted 04 May 2014 - 12:42 PM

News release for Trina in Chinese, about 1MW set up in S.Africa

http://www.prnasia.c...y/96836-1.shtml


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#27 odyd

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Posted 04 May 2014 - 01:08 PM

UN Secretary talks about investment in solar as solution to climate change during visit to UAE

http://www.philly.co...6b60eb89cf.html


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#28 sunnysky

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Posted 04 May 2014 - 01:33 PM

News release for Trina in Chinese, about 1MW set up in S.Africa

http://www.prnasia.c...y/96836-1.shtml

 

That was said to be the largest rooftop PV plant in Africa.


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#29 odyd

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Posted 04 May 2014 - 07:42 PM

Energytrend sees end to thin-film upon Dupont's closure of the thin-film operations by the end of 2014

http://www.eeherald....1405050055.html


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#30 sunnysky

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Posted 04 May 2014 - 07:52 PM

Al Gore’s Tremendous Presentation At Abu Dhabi Ascent (Exclusive Videos)
http://cleantechnica...lusive-videos/?

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#31 odyd

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Posted 05 May 2014 - 04:52 AM

GIntech reports Q1 confirms steady pricing for Q2

http://solarpvinvest...er-2014-results


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#32 odyd

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Posted 05 May 2014 - 05:06 AM

Wafer prices have increased in Q1. This explains LDK selling wafers to Taiwanese companies, which I assume, are certain level of discount to market to keep them (LDK) going.


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#33 odyd

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Posted 05 May 2014 - 05:17 AM

QCELLS is selling modules to UK,

http://www.solarserv...britannien.html


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#34 odyd

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Posted 05 May 2014 - 05:30 AM

Wacker Chemie enjoys good quarter, thanks to poly

http://www.rttnews.c...e.aspx?type=ern


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#35 greensolar

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Posted 05 May 2014 - 05:40 AM

Al Gore’s Tremendous Presentation At Abu Dhabi Ascent (Exclusive Videos)
http://cleantechnica...lusive-videos/?

thanks very good presentation

Sent from my 106_v89_gq3009_hd using Tapatalk
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#36 explo

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Posted 05 May 2014 - 06:32 AM

Solar trade war: China slaps 15.5-43.2% final tariffs on EU polysilicon

 

http://www.solarserv...olysilicon.html


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#37 sunnysky

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Posted 05 May 2014 - 06:42 AM

Solar trade war: China slaps 15.5-43.2% final tariffs on EU polysilicon

 

http://www.solarserv...olysilicon.html

 

That had been announced a few days ago. It does not seem to have caused much impact, probably due to the previously agreed minimum price deal with Wacker.


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#38 explo

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Posted 05 May 2014 - 06:44 AM

That had been announced a few days ago. It does not seem to have caused much impact, probably due to the previously agreed minimum price deal with Wacker.

 

I did not see (speculative) disclosure of the minimum price before (probably just missed it).


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#39 sunnysky

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Posted 05 May 2014 - 06:51 AM

OK, Wacker actually struck the deal in March.

http://www.pv-tech.o...licon_pricing_d


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#40 explo

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Posted 05 May 2014 - 06:56 AM

OK, Wacker actually struck the deal in March.

http://www.pv-tech.o...licon_pricing_d

 

I know but the terms of the deal were not disclosed then. Now they are speculated on:

 

TrendForce's (Taipei) EnergyTrend division estimates that the minimum price agreed between Wacker and MOFCOM is around USD 23.40-25 per kilogram.

 

Some clarity on the final tariff terms effective May 1 were also offered by Solarserver:

 

Eight named companies will receive the 42% anti-dumping rate, Wacker Chemie AG (Munich) will not be subject to duties, and all other companies will receive a 14.3% anti-dumping rate. Additionally, all companies except Wacker Chemie will be subject to 1.2% CVD.

 

Sorry if double posting but I had not seen so much details on this before. Here's their source (TrendForce):

 

http://pv.energytren...40505-6663.html


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