sunnysky

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sunnysky last won the day on May 15 2015

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About sunnysky

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    the MAGIC

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  • Portofolio %
    CSIQ 30% JKS 25% DQ 15% TSL 15% JASO 15%

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  1. Meet China’s Clean Energy Wildcatters Who Are $9 Billion Richer http://www.bloomberg.com/news/articles/2015-06-23/meet-china-s-clean-energy-wildcatters-who-are-9-billion-richer?
  2. UK installed 2.53GW of solar in Q1 2015 http://www.solarpowerportal.co.uk/news/exclusive_uk_installed_2.53gw_of_solar_in_q1_2015_3425
  3. SoftBank, Bharti and Foxconn create joint venture for Indian renewable energy market http://www.photon.info/photon_news_detail_en.photon?id=93986
  4. Scientists Launch $150B 'Apollo' Plan To Make Clean Energy Cheaper Than Coal Power http://www.ibtimes.com/scientists-launch-150b-apollo-plan-make-clean-energy-cheaper-coal-power-1948637?
  5. Japan commits to 26 per cent cut in carbon emissions http://www.businessgreen.com/bg/news/2411224/japan-commits-to-26-per-cent-cut-in-carbon-emissions
  6. Nothing I'm aware of other than some reports mentioning the Hanergy and YGE stories.
  7. SPI to Acquire Energiebau Solar Power GmbH http://www.prnewswire.com/news-releases/spi-to-acquire-energiebau-solar-power-gmbh-300091488.html?
  8. Thanks odyd.
  9. Could Middle East Switch From Oil To Renewable Superpower? http://oilprice.com/Alternative-Energy/Renewable-Energy/Could-Middle-East-Switch-From-Oil-To-Renewable-Superpower.html
  10. JKS starts construction on 500MW cell and 450MW module factory in Malaysia with the world's most advanced equipment. http://solar.ofweek.com/2015-05/ART-260008-8460-28961366.html They plan to finish and ramp up to full production scale within two months. Average module efficiency is expected to be 18.5%. The factory will serve North America and Asian markets.
  11. Module cost drops to as low as 25 cents in the next decade? http://www.connectingindustry.com/EnergyManagement/another-nail-in-the-coffin-for-energy-companies-.aspx?
  12. RBC Capital raised their PT from $15.00 to $18.00. http://www.tickerreport.com/banking-finance/540202/trina-solar-limited-pt-raised-to-18-00-tsl/?
  13. This is not far off from what I think is Hanergy's thin film business: http://brontecapital.blogspot.com/2015/05/hanergy-let-there-be-no-doubt.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+BronteCapital+%28Bronte+Capital%29
  14. The question is who would buy it (is it more economical for a country to build her own), not temporarily but longer term? And either way I think the Saudis has to find other ways to support their economy post oil.
  15. My gut feeling is that another equity offering could be in the cards when PPS gets around $13. Personally, I don't like it until the stock gets over $15.