Hanwha Q CELLS (HQCL)

[odyd 1,293]

10 hours ago, explo said:

That's a very interesting vote of confidence for direct wafer technology. Did CSIQ have a point in deferring wafer equipment investments?

I am not sure, but there should be no exclusive engagement. 50% cheaper and better quality, I hope they can get involved in some way, they are border away.

[odyd 1,293]

Hanwha reports small profit

http://finance.yahoo.com/news/hanwha-q-cells-reports-third-120000942.html

[odyd 1,293]

Hanwha GM at 21.8% and cost at $0.391. JKS at $0.41  and CSIQ at 0.42. Now it is Trina's turn. Still Hanwha would lose money if not big litigation money.

[explo 617]

8 hours ago, odyd said:

Hanwha GM at 21.8% and cost at $0.391. JKS at $0.41  and CSIQ at 0.42. Now it is Trina's turn. Still Hanwha would lose money if not big litigation money.

I think that is non-Si cost only for HQCL. Still good gross marging.

[odyd 1,293]

Perhaps you right, but how did they get GM at 21.8?

[explo 617]

That's a good question.

[pg6solar 85]

22 hours ago, odyd said:

Perhaps you right, but how did they get GM at 21.8?

Perhaps some kind of Korean (no longer Chinese) specialty cooking combined with a lot old world German know how (of course German part is diluted a bit with the recent flow of fresh Arab blood).  

[odyd 1,293]

Lost me on Arab blood there, not sure what you saying overall.

[odyd 1,293]

Hanwha results

http://finance.yahoo.com/news/hanwha-q-cells-reports-fourth-111000927.html

[odyd 1,293]

Does this impact listed entity? I got to be honest I have lost track of this company. 

http://pulsenews.co.kr/view.php?year=2016&no=324565