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Showing content with the highest reputation since 08/07/2018 in Posts

  1. 1 point
    The con call did not sound bad. The Guidance was lowered for the full year but Q3 looks strong. Margins are being suggested as strong. Q4 Guidance looks to be similar to Q1 18 volumes. The revenue outlook for Q4 looks to be about $1.2-$1.3Billion.
  2. 1 point
    HQCL reported today and the transcript is out. They are suggesting the decline in input costs is going to more than offset the decline in module price that will help in the gross margins. That is similar to what JKS has indicated for the second half. https://seekingalpha.com/article/4198574-hanwha-q-cells-co-ltd-hqcl-ceo-seong-woo-nam-q2-2018-results-earnings-call-transcript?part=single and for Q3 and Q4 following the subsidy cuts in China, we expect ASPs to go down. But we believe that that's going to be accompanied by a corresponding decline and input prices such as wafer and other raw materials for cells and modules. So the margin outlook actually is expected to improve for the second half of 2018, especially given that we have a lot of shipments to take place in value added markets such as European state.
  3. 1 point
    I guess the US is planning to power things with Trump gas. Or maybe a wind turbine that sits in front of his mouth.
  4. 1 point
    Their wafer conversion cost must be running at 5-6 cts/w, which means they currently produce wafers for 10-11 cts/w. Halting their wafer operations entirely and switching to external wafers, which currently only cost 7 cts/w, may provide them with humongous cost savings for a little while (as long as wafers trade so cheaply). They may have pulled this trick to spice up Q3 margins, who knows.
  5. 1 point
    In case you're getting tired of all the doom-and-gloom, here's a positive perspective: https://finance.yahoo.com/news/solar-stocks-still-attractive-despite-150817355.html
  6. 1 point
    It's your dirty mind. They just MADE $1/share in earnings, when you confidently predicted your calculations showed they would be losing money. Your calculations were correct, by the way--just for the wrong stock. It's your beloved FSLR that couldn't stay above breakeven during this period. Of the two stocks, I know which one I'm more comfortable holding. It's just a shame the market doesn't reward results equally, otherwise we both know which stock would lead the other by $20 share price. I suspect that gap will now narrow, if not close.
  7. 1 point
    The GCL-Shanghai Electric deal is off you guys. Maybe that's what has DQ fired up. That doesn't mean GCL will not start their Xinjiang plant. To the contrary, trial runs are supposed to start at the end of the month. That's 40kt of low cost poly capacity right there you guys. http://guangfu.bjx.com.cn/news/20180807/918883.shtml "...Among them, the Xinjiang project is expected to be put into trial production before the end of this month; and based on the talents and technological advantages of the company for many years, combined with the low electricity prices in Xinjiang and the purchase of new domestic equipment, the overall cost level of the Xinjiang project is expected to be 10% lower than the competitors..."
  8. 0 points
    https://www.nytimes.com/reuters/2018/08/08/business/08reuters-usa-trade-china-energy.html BEIJING — Shenzhen Energy Group Co Ltd said on Wednesday it has ditched a plan to buy three U.S. solar power stations after failing to get approval from a U.S. government panel amid growing trade tensions between the world's top two economies. The decision comes after the Committee on Foreign Investment in the United States (CFIUS), a government panel that reviews foreign investments for potential national security risks, has not ruled on its deal which was announced last October, it said.