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odyd

JA Solar (JASO)

2,667 posts in this topic

1 hour ago, Mike Dedmonton said:

Any thoughts on why JASO never enjoyed the post 2012-13 run up that other solars did?

To be positive about a past negative it might be good for them to have focused on selling panels to third parties before and being slow with project development. Now that third party panel sales will be a tough business they can use their BS room to add panels there as shipments to own projects. As always it's cheap. Way below book value and offering price here.

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This is massive: http://finance.yahoo.com/news/ja-solar-settles-lawsuit-hemlock-110000709.html

The close to one billion dollar claim Hemlock had on JA in a dispute that has been going on for years was one of the major reasons I could no longer motivate staying in a single stock (at that time JASO being that favourite stock). It's been a wet blanket on their otherwise incredible top and bottom line growth.

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10 years of quarterly buys, Suntech was broken by memc when they paid $250m in separation from s contract. At least this allows to continue

Sent from my HTC One_M8 using Tapatalk

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20 minutes ago, pg6solar said:

Does it mean that buyout actually takes place?

Good point. Jin has probably waited for this 1b liability to be eliminated. The re-negotiated terms should be market based, but it will likely not be the best deal on the market. My thinking is that with their more global manufacturing base they will buy poly outside China for use e.g. by the Taiwanese to process their wafers in order to avoid the hefty US poly import tariff.

Edited by explo
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33 minutes ago, odyd said:

10 years of quarterly buys, Suntech was broken by memc when they paid $250m in separation from s contract. At least this allows to continue

Sent from my HTC One_M8 using Tapatalk
 

I think they made their manufacturing base more global partly to handle this poly import issue, not just panel export issues.

Edited by explo
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