[odyd 1,340]

Hanwha is doing well these days. A lot of alignment with the global setting due to Koreans owning the company. Costs somewhat high, but should leverage on sales with huge potential for EPC segment.

[explo 648]

Hanwha is doing well these days. A lot of alignment with the global setting due to Koreans owning the company. Costs somewhat high, but should leverage on sales with huge potential for EPC segment.

I agree hsol is gaining ground now. Generally the past 12-18 months old and new tier 2 module players seem to be gaining ground. Csiq moving up from 2 to 1.5, stp and tsl dropping from 1 to 1.5. Yge alone left as 1. Jaso and sol up from 3 to 2. Hsol and jks solidifying 2, maybe hsol can move to 1.5, being the most established tier 2. Ldk and csun tier 3. Dq out.

[odyd 1,340]

BTW, have you had a chance to look at Sept report? Let me know

[explo 648]

Yes, it looks neat. I have some questions to follow up with.

[odyd 1,340]

please send me the pm, so we can discuss. thank you

[odyd 1,340]

Besides FS which landed 155MW there now Hanwah SolarOne got two projects with GCL what appears to be for total of 155MW. Good moves.

[odyd 1,340]

And the news releasehttps://solarpvinvestor.com/tech-news/389-hanwha-solarone-signs-south-africas-largest-ever-solar-deal

[explo 648]

Very nice deal for the big sleeper.

[odyd 1,340]

GCL is behind it as well. 100MW for Suntecth. SA is becoming anther mega location.

[odyd 1,340]

Have anyone listen or read the CC transcript? 0.52 non -poly then 0.14 poly costs Q3. Non poly they are saying around 0.06 for underutilized included. They will be at 0.50 non-p0ly and 0.10 poly in Q4 (internally) so with their lower utilization their non-poly could carry 0.05 in the 0.50. At 0.45 and poly at 0.10 if fully produced they are selling at 0.65 that is 15%, of course you have inventory effects to adjust for change from beginning to the end of the quarter. It appears to me that 453MW went to the Chinese in Africa. Does anyone is sensing a bit of reversal with all those projects? I do