https://solarpvinvestor.com/discover/Solar PV Investor Forums - All ActivityenJA sold modules at $0.41 and have cost at $0.33? That is 19%, with 96% of sales being a module, what am I missing in this math? Are they talking about China production only without tariff or resourcing? He did say blend, so I am confused.Thu, 16 Mar 2017 22:47:54 +0000NEP exploding again Sent from my HTC One_M8 using TapatalkThu, 16 Mar 2017 16:04:46 +0000Thu, 16 Mar 2017 15:18:07 +0000Sounds like blended cost is .333 . Says it is hard to predict how much it will come down. Says there is lots of room to come down b/c poly cost is just .08 or .09 Not sure about the 2H drop, but they said shipments will be 60% 1H, 40% 2H I agree with you. The CEO or maybe it's the CFO who speaks great English and is kind of funny too. Very honest. Maybe time to go long here? Sounds like ASPs OK, FIT cuts evenly spaced. And CN manufactures prove they can lower costs quickly.Thu, 16 Mar 2017 15:16:58 +0000Thu, 16 Mar 2017 13:16:33 +0000Love JA's transparency: they gave a very detailed ASPs for both Q1 and Q2 by country like no one else before; CFO was openly questioning President; finally both (CFO and President) have no clue what's holding up Chairman/CEO from completing a buyout (both hinted that current low Market Cap is a non-issue if Chairman really wanted to).Thu, 16 Mar 2017 12:47:52 +0000"Buyout" is turning into a total BS.Thu, 16 Mar 2017 12:26:14 +0000Thu, 16 Mar 2017 11:57:49 +0000Yes if you deduct this (one time) "profit" of $36M from net income of $51M, you'll end up with about .$29 EPS. Still not bad.Thu, 16 Mar 2017 11:53:23 +0000answer Included in operating expenses in the fourth quarter of 2016 were a one-time reversal of RMB 348.3 million ($50.2 million) of previously recorded expenses due to the resolution of the Company’s dispute with Hemlock Semiconductor Pte. Ltd (“Hemlock”), and a one-time charge of RMB 99.6 million ($14.3 million) resulted from the termination of business relationship with one of the Company’s business partners.Thu, 16 Mar 2017 11:34:48 +0000I guess operating costs are $20M?Thu, 16 Mar 2017 11:33:51 +0000It looks like two out of three Chinese do not have a problem with the glut prices. Two out two American companies do. JA did very well. I have not seen the balance sheet yet, but EPS was high for one-quarter with GM over 12%.Thu, 16 Mar 2017 11:31:48 +0000I read Treasury rate dropped. NEP 's dividend is growing at 15% per year for the next five years. In my article, I suggested it for it to double in the span of time holding a low yield of 4%. This is also a thinly traded security.Thu, 16 Mar 2017 11:29:31 +0000Any ideas why NEP +4.6% and with the IR rise? I hold this and think it is trading well below value based on dividend stream but wondering if some catalyst I have missed?Thu, 16 Mar 2017 01:18:50 +0000JASO is too shy to join the party today. Perhaps there is a hesitation from a possible bad ER tomorrow morning. It seems cheap at this price nonetheless.Wed, 15 Mar 2017 19:42:19 +0000It's been a few years since I played JASO, but if memory serves, they usually sold off on earnings day. Maybe that's changed in recent history?Wed, 15 Mar 2017 19:28:34 +0000Anyone playing JASO for tomorrow morning ER ? It seems cheap and does not jump like others today.Wed, 15 Mar 2017 19:02:09 +0000All moving but NEP is moving since I sold of course Sent from my HTC One_M8 using TapatalkWed, 15 Mar 2017 18:08:26 +0000PV module prices still drop but not as much as that of cell, wafer and poly. http://pvinsights.com/Wed, 15 Mar 2017 15:14:09 +0000It's true that without the buyout, TSL would likely be much lower--but they would also have the potential to rebound to the mid-teens and higher. Indeed, management must be pretty certain that's where they're headed, or they wouldn't have offered a buyout in the first place.Tue, 14 Mar 2017 18:52:07 +0000Jinko is certainly contrary to the trend, I see that PEGI is soft, so their plans scared rather than inspired. Sent from my HTC One_M8 using TapatalkTue, 14 Mar 2017 18:09:25 +0000I'll take it. Without the buyout, TSL would likley be at 5 or 6. Within this downturn, I've realized gains on TERP, GLBL and TSL during the last couple weeks. It's nice to see that alongside some paper losses on others in the sector. I was also able to add to TSL when it briefly dipped into the 9's. I'd love to know what the deal is with JASO -- obviously that old bid is off the table.Tue, 14 Mar 2017 17:43:01 +0000Yeah, can't say I'm really happy about that. Seems company management shouldn't be rewarded for tanking the stock price through poor management, then reaping the benefits of that with a low-ball (compared to previous prices) takeout offer that leaves earlier investors with losses. Not sure you could outlaw it, though.Tue, 14 Mar 2017 16:38:51 +0000It will help, in any case. We'll see soon enough what 1Q17 brings in terms of profit or loss--the quarter is nearly over already. One early indicator may be when companies announce their earnings reports--the pattern for many seems to be report early in the period if you have good news, wait if it's bad. Or maybe that's just my perception?Tue, 14 Mar 2017 16:34:48 +0000Precisely--and that's why I think JKS will remain profitable even in 1Q17. They guided for expanded shipments. If you're selling at a loss just to maintain market share, you'd sell the bare minimum amount necessary to maintain your market position. You wouldn't expand shipments to record levels. Their shipment volume guidance indicates they've run the numbers (meaning they have an expected selling price) and concluded expansion is the proper course. It just doesn't make sense to me they'd do that when expecting to operate at a loss during that time.Tue, 14 Mar 2017 16:30:11 +0000