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February Data


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32 replies to this topic

#1 odyd

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Posted 29 March 2013 - 10:16 AM

Hi all February data is available for sale.
Unfortunately no discount for this product this month.
Did not meet the milestone for sales.
Quick stats 91% of Jan total, 64% vs. 53% of solar 11 take. So still good pace for US listed.
Value -driven myself I am hoping to get ASP data for both months for those who will buy Feb Export for the balance of $93.00 so If SZ agrees it is half price. I will update when I will know more.
http://solarpvinvest...ule-export-data

#2 odyd

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Posted 29 March 2013 - 10:36 AM

I will create February forum based on your purchase to discuss more details.

#3 Pop2mollys

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Posted 29 March 2013 - 11:03 AM

Purchased...
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#4 odyd

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Posted 29 March 2013 - 11:05 AM

Explo and Pop, you good to discuss in the new forum

#5 Pop2mollys

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Posted 29 March 2013 - 12:50 PM

I urge you all to purchase this for 27.... It gives you great insight that almost no one has access too.
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#6 odyd

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Posted 29 March 2013 - 12:53 PM

Klothilde, I am adding you Feb forum right now.

#7 odyd

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Posted 29 March 2013 - 01:03 PM

I urge you all to purchase this for 27.... It gives you great insight that almost no one has access too.

Not only this is great info, and I do not know who offers it at this pricing if at all, but you are supporting this site by the purchase. Each report of this format is $5 for SPVI.

#8 odyd

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Posted 29 March 2013 - 01:27 PM

Well, it seems there was a lot of enthusiasm as we have entered the quarter at the beginning of the year. The numbers are still great in February, but stocks are not doing so well. It appears that enthusiasm which people went to buy January report could be no longer in February. This is almost typical to what Wall Street wants. Through campaign of confusion, connected with Suntech's bankruptcy, they have herd people in solar stocks to submission. In the tradition of 2011 and 2012, Bloomberg, Reuters are completely managing emotions.
I am looking at the data today for the first time and I personally take an emotional refuge. Granted I am not a trader, TA expert or another staff. I look at the fundamentals and use common sense, and I find the peace that business is booming.
I think we live in such a consumption edge that no longer people want to even know what happens, they want to be told. If its good what they hear about next room it makes them happy, if it is bad it makes them upset. However learning what happens behind the door maybe to much to ask if they are required to open a door.
One would think that individual investors would be of the different category, but perhaps this is always why Wall Street wins.

#9 Pop2mollys

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Posted 29 March 2013 - 01:41 PM

I cannot believe people in here that have 5 to 6 figures invested in solars would not want to get this data!! I really wish I could share what this data shows here but I can't for those who haven't purchased. There is a great discussion board which just started today that you get access to for only $27. It honestly boggles my mind why people wouldn't jump all over this data, it's insider information which helps you determine numbers within a range before solars report.
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#10 explo

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Posted 29 March 2013 - 04:33 PM

Buying the exports data is a no-brainer for the picky investor. You fully realize its value first when you see it. You suddenly know so much more about what's going on.
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#11 odyd

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Posted 29 March 2013 - 07:50 PM

I am interested if someone bought and did not care for it afterwards. Perhaps numbers alone do not do the justice.
I hate to think I would not be able to see this info in the future, for whatever reason, but others have different view.
Let me know

#12 Paybak66

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Posted 29 March 2013 - 07:52 PM

The Jan report was very useful, and I look forwardto reviewing Feb....and beyond. Im in!

And, MM"s be damned...I am going $50k deeper this next week. The carnage has been ridiculous. Sometimes, wall st creates opportunity....buying time for me starts Monday. Thanks for the cheap shares guys. Keep playing the game....
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#13 odyd

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Posted 29 March 2013 - 08:19 PM

Hi there, thank you, I am happy that you like it . I have added you to February view.

#14 Guest_Klothilde_*

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Posted 30 March 2013 - 02:48 AM

This is some tremendous insight at a ridiculously low price.

A.o. the shipment data helps me understand some key market and company dynamics of interest to me:
- Growth dynamics in the US
- Growth dynamics in Japan
- Growth dynamics in India
- Growth dyanamics in Australia
- JASO shipment evolution to Japan
- etc. etc.

Even though shipments are down from jan they are still significantly above my expectations - So I am bullish on the market. I am keen to see the march data to see how strong export reduction to EU will be and if the companies will compensate through exports to other geographies like JP, US, and India.
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#15 odyd

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Posted 30 March 2013 - 08:27 AM

Hi Klothilde, this is awesome input.
I see questions or statements posted here, which have instant resolution in reports. Most of people have come to those boards probably already holding to a stock. The best way to describe the report is in its scorecard abilities, similar to tracking your favorite sport team. Size of shipments and of course presence in countries, is their performance ability. Comparison with other. Maybe one can decide to pick another company. Popularity of industry can be measured by countries. Changes like one with Greece etc. when you see month to month, are so vivid. In some cases you want to say this to another poster, how their perception is inaccurate, you have facts in your hands.

I am promoting this for last 5 months. I am certainly surprised by fewer instead of what I thought would be a wildfire reaction to have this.
It cannot be the price, people have thousands of dollars engaged, unless that is just fantasy trading we speaking about. I think the most scary thing for me is the lack of "need" to know. This industry has so many critics. Even media outlets like PV-Tech or PV-Mag cannot be used as guidance. Brokers do not have this, as I see them buy this data, so who and more so what is helping people to make good decisions?
I repeat let me know what you looking for if you are not interested in those facts. I see if we can help investors with other stuff.

#16 odyd

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Posted 01 April 2013 - 08:03 AM

Another day of free-falling. The sentiment is down, Suntech's bankruptcy stirred more fear, LDK, Yingli are being called by posters as ones to follow the path. Even some questions have been raised about SOL here. On the emotional day like today, it is good to know that 64% shipments in February were made by US-listed companies.
Pop found this article which gives you idea what is happening,
http://translate.goo...le-26771-1.html

Two months of Q1 have more deliveries than total Q4 for US listed.
We were told that processing costs are still going down, ASP is coming up. 35GW is bankable in China.
If you check February and January data, you will see about 31GW are really export capacities.
Who will sell modules into 35GW this year? Even if 25GW are outside of China, that is 80% utilization for those who export.
This is why delivery data is really important. It does not help with market direction but helps to calm stress brought by selling.
http://solarpvinvest...rt-data-reports

#17 Guest_GreenEarth_*

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Posted 01 April 2013 - 08:23 AM

I am a relatively new investor and definitely not as rich as most claim to be on this board. Coming up with the $27 is relatively tough, but I decided to take a chance. Besides, the more money I use for purchasing informative documents the less I lose in the market right now. I do think it will make me a more informed investor in the future, maybe when I actually do have more money.

Please add me to the forum board.

In the meantime, I have some spreadsheets to look at thanks to Odyd12. I will let everyone know how it goes.
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#18 spinvestor

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Posted 01 April 2013 - 08:32 AM

Just purchased the Jan and Feb datasets. Thank you for putting this together. Frankly, I think your $27 is too low as serious investors would be willing to pay much more considering the value of the information.
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#19 odyd

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Posted 01 April 2013 - 09:33 AM

Hi guys, Spin, I added you to the forum to discuss February data.

GreenEarth, I sent you a PM, please reply to me as I have questions on e-mail address you have used, before I add you.

#20 odyd

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Posted 01 April 2013 - 09:39 AM

Spin, I am going to send you a PDF with pie charts describing Q4, I see you bought data pack.

I will provide you this free of charge as it is add-on. I hope you will enjoy visual aspect of it. I will do it this evening.




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