Interview with Global Marketing Director of Jinko, Dany Qian

odyd12

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Tuesday, January 29th 2013, 4:12pm

Interview with Global Marketing Director of Jinko, Dany Qian

Interesting, 5% of the market share of 45GW business. That means double expansion plans Outside of the positive emerging markets, actual confirmation of disappearance of tier-2 and tier-3s. http://solarplaza.com/article/companies-…-set-for-big-re

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explo

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Tuesday, January 29th 2013, 5:39pm

I hope they (big players chasing market-share) try to expand capacity through consolidation this time. Bargains will likely be better 1H than 2H of 2013.

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sleepy

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Friday, February 1st 2013, 12:04pm

jinko growth

My first post! I like the way Jinko was earlier than some of the others with the intention to expand downstream to projects. They seem to be looking for long term sustainable growth. I was wondering if their new bond sale was to finance some of these projects

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odyd12

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Friday, February 1st 2013, 1:34pm

welcome in! I am thinking more of the working capital but certainly to a degree some of it was used for financing. When you say new, you mean two quarters or so ago?

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sleepy

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Friday, February 1st 2013, 3:18pm

Thanks for the reply. I'm just going from a post on the yahoo jks board by mrsetion about new 800 yaun 6 year bond issue. I have seen no other links or reporting of this yet so I take it with a grain of salt. I have 10k shares of jks. Its my only solar holding. I 've accumulated over the past 16 months averaged around 6 dollars cost.

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sleepy

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Friday, February 1st 2013, 3:20pm

That was 800 million yuan of 6 year bonds.

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odyd12

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Friday, February 1st 2013, 7:35pm

I wrote about this in this article, This did not happen, or I have not seen this in the Q3

https://solarpvinvestor.com/spvi-news/239…ncial-pressures

Perhaps they issued something in Q4, but I am not aware.

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sleepy

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Friday, February 1st 2013, 8:58pm

Thanks Odyd12. Thats probably where this is comming from. I remember reading your article before and I considered it was just jinko attempting to restructure their debt for better long term rates as well as raising some additional capital. Its possible they are waiting for better solar outlook to get the bond sales to go the way they want. Maybe thats why we haven't heard anything yet. Thus the confusion I had.

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explo

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Monday, February 4th 2013, 6:12am

Quoted from "sleepy"

Thanks for the reply. I'm just going from a post on the yahoo jks board by mrsetion about new 800 yaun 6 year bond issue. I have seen no other links or reporting of this yet so I take it with a grain of salt. I have 10k shares of jks. Its my only solar holding. I 've accumulated over the past 16 months averaged around 6 dollars cost.

Here it is:

http://finance.yahoo.com/news/jinkosolar…-090000482.html

Interest rate is 9%. Prior bonds financing has been cheaper for JKS if I remember correctly.