Solar News

[odyd 1,293]

All participants of above poll will receive 10% discount to yearly membership for 2017. Those who picked the best performing company within the portfolio will receive 30% for the same. You must pick your stocks no later than September 30th 2016. All entries with the later date will not participate.

Enjoy.

 

[explo 617]

China enterprises plan to step into production of N-type HIT solar cells

http://www.digitimes.com/news/a20160122PD200.html

[explo 617]

64 GW in 2016 according to GTM: http://www.pv-tech.org/news/global-solar-installations-hit-59gw-in-2015-gtm

[hellosolar 38]

1 hour ago, odyd said:

All participants of above poll will receive 10% discount to yearly membership for 2017. Those who picked the best performing company within the portfolio will receive 30% for the same. You must pick your stocks no later than September 30th 2016. All entries with the later date will not participate.

Enjoy.

 

Does this have to show your current holding? I think some of people's voting doesn't represent what they are holding now.

[odyd 1,293]

1 hour ago, odyd said: All participants of above poll will receive 10% discount to yearly membership for 2017. Those who picked the best performing company within the portfolio will receive 30% for the same. You must pick your stocks no later than September 30th 2016. All entries with the later date will not participate.

Enjoy.

 

Does this have to show your current holding? I think some of people's voting doesn't represent what they are holding now.

Have you read what I asked?

[hellosolar 38]

7 minutes ago, odyd said:

Have you read what I asked?

Are you talking about "Solar PV Investor Portfolio "? Because when I voted, it is saying showing "choose your holdings"., that gets confusing to me.

[odyd 1,293]

Press submit?

[explo 617]

China Offers First Solar Asset-Backed Securities of $152 Million

http://www.bloomberg.com/news/articles/2016-01-25/china-offers-first-solar-asset-backed-securities-of-152-million

 

[explo 617]

BREAKING: NV Energy proposes “grandfathering” existing net metering installations as pressure mounts  

Read more: http://www.pv-magazine.com/news/details/beitrag/breaking--nv-energy-proposes-grandfathering-existing-net-metering-installations-as-pressure-mounts_100022941/#ixzz3yKruv7P7

 

[explo 617]

Deadline called for Japan’s unbuilt high-FiT projects

http://www.pv-tech.org/news/deadline-called-for-japans-unbuilt-high-fit-projects

With ITC extension in US and deadline in Japan maybe it is the Japan pipeline that needs priority again for CSIQ.

 

[explo 617]

ASP stabilization along the value-chain: http://pvinsights.com/

 

[Pop2mollys 412]

7 minutes ago, explo said:

ASP stabilization along the value-chain: http://pvinsights.com/

 

Pvenergy trend has poly popping a bit...

 

http://pv.energytrend.com/pricequotes.html

[explo 617]

Looks like the inverter space have gotten through their recent trough of ASP declines like the panel makers did a couple of years ago.

SMA Solar tops revenue guidance and returns to profitability in 2015

http://www.pv-tech.org/news/sma-solar-tops-revenue-guidance-and-returns-to-profitability-in-2015

 

[explo 617]

1 minute ago, Pop2mollys said:

Pvenergy trend has poly popping a bit...

 

http://pv.energytrend.com/pricequotes.html

Yes I saw that and was surprised. They often differ quite a lot from pvinsights. I tend to trust pvinsights more. Not sure why. Probably because they are referenced by the industry more often. "Experts" have said that the poly glut will last through 2016 and that the price pressure will remain. At some point it needs to at least land even in a glut. It will be interesting to see what they report next week.

 

[Pop2mollys 412]

52 minutes ago, explo said:

Yes I saw that and was surprised. They often differ quite a lot from pvinsights. I tend to trust pvinsights more. Not sure why. Probably because they are referenced by the industry more often. "Experts" have said that the poly glut will last through 2016 and that the price pressure will remain. At some point it needs to at least land even in a glut. It will be interesting to see what they report next week.

 

Cross checked with this site which use to be popular here and it seems verified...

http://www.sunsirs.com/uk/prodetail-463.html

[explo 617]

1 hour ago, Pop2mollys said:

Cross checked with this site which use to be popular here and it seems verified...

http://www.sunsirs.com/uk/prodetail-463.html

We must at least have hit some cash cost levels here as the fall has been broken. Hopefully (for those not 100% in TF ;)) it will stabilize at this cheap level.

 

[explo 617]

More cell capacity shift to China by Taiwanese players: http://www.digitimes.com/news/a20160127PD206.html

 

[Pop2mollys 412]

Russian energy minister says S Arabia proposed oil output cuts by up to 5 pct

 

oil spiking....

[BIPV Investor 7]

33 minutes ago, Pop2mollys said:

Russian energy minister says S Arabia proposed oil output cuts by up to 5 pct

 

oil spiking....

Market green, oil very green yet solar continues to roll around in the gutter. The way this industry continues to react to news/market events makes no sense.

[Pop2mollys 412]

*UPDATE: California Public Utilities Commission To Meet At 12:30pm EDT To Vote On Net Metering 2.0

1/28/16, 10:26 AM

[disdaniel 54]

If oil stays green, I see solar stocks ending green

[solarpete 28]

1 hour ago, BIPV Investor said:

Market green, oil very green yet solar continues to roll around in the gutter. The way this industry continues to react to news/market events makes no sense.

Agreed.  That's what makes this sector so frustrating--you can basically throw out every logical rule for how a stock SHOULD react to a given set of circumstances.  It's like throwing a hammer out a window and watching it fall UP....

[Pop2mollys 412]

California - California Public Utilities Commission - Voting Meeting

1/28/16, 1:19 PM

http://www.adminmonitor.com/ca/cpuc/voting_meeting/20160128/ 

[Pop2mollys 412]

Vote passed 3-2. Boom

[Pop2mollys 412]

*UPDATE: Axiom's Gordon Johnson Expecting Negative Impact To Solar Names From CPUC Decision, Believes CPUC Will Seek To Make Concessions To Utility Names

1/28/16, 10:47 AM

 

great call Gordo.... Lmfao, wrong again