[Guest iwcwatch]

The volume is less than the previous quarters.

[Guest JulyWebb]

My understanding the ASP in Japan came down in Dec.  Is it right now more profitable for CN Solars to sell panels in China? JA is particular to sell products at higher ASP's. 

The News is speaking of a annual percentage, the statement is not based on a month.

[Guest JulyWebb]

http://www.conferenc...mary/?id=868690

JA just filed statement of Acquisition of ownership

[Guest abcdefgjoho]

thx. height capital is at 9.9% now.

http://investors.jasolar.com/phoenix.zhtml?c=208005&p=irol-sec

[explo 648]

Another filing. Empire Capital Management 5.5%. More US institutional interest and "parent" and business partner Jinglong (chairman and director stakes) diluted down to 20% gives a comfortable ownership structure for ADS holders to continue view Jinglong interest as a strength (so far offering differentiating value at discount e.g. enabling JA to grab China quota in EU market).

http://investors.jasolar.com/phoenix.zhtml?c=208005&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTk0MDA4MTUmRFNFUT0wJlNFUT0wJlNRREVTQz1TRUNUSU9OX0VOVElSRSZzdWJzaWQ9NTc%3d

[Guest abcdefgjoho]

thx explo. I think this is actually a chinese investor:

http://www.empirecapt.com/english/Index.asp

 

however, compared to height capital they actually look more like investors. height had alot of computer trading descriptions on their page.

of course jaso can also be a long-term trading trading vehicle for them.

 

for me it is key that they are at 9.9% now. if more and more shares are shown on the quartery fillings - i mean sharecount - then you can be sure that these guys convert and sell and so on. that might not be beneficial. but as jaso currently is trading close to price range I doubt you can do that very effectively now

[explo 648]

I think it is these guys : http://investing.businessweek.com/research/stocks/private/snapshot.asp?privcapId=8591844

It's the same two US citizen managers mentioned in the filing:

"Empire Management serves as the investment manager to, and has investment discretion over the securities held by, the Empire Investment Funds and the Empire Sub-Advised Funds.  Mr. Fine and Mr. Richards are the only managing members of Empire Management."

[Guest abcdefgjoho]

I see. well it is always the same words they use when building those comps. so another hedge fund...

 

well those guys tend to follow technical trends. so as long as we stay above 200 dma they might push us forward.

[explo 648]

On warrants I actually don't mind if all are excericed since it will give JASO more equity than even Trina and at much lower debt and a nice diversified institutional ownership (since 9.9% is max and capital heights seems to sell to other institutions). They will be the most financially powerful CN11 end of this year. This held the stock back and allowed cheap entry. So for those buying now after the offering the dilution is already considered.

In the phase the industry is in now it will take money to make money and the strong will get stronger absorbing assets of the weak.

[Guest JulyWebb]

JA Solar VP of Sales interview Technology improvements on PV Manufacturing with GTM Research "5 Question Interview"

http://www.greentechmedia.com/multimedia/view/5-questions-solar-market-insight-edition-ja-solar