[Guest Jetmoney]

Mok is embracing holding to plants model like JKS, but has not much heart for JKS or China, giving a $6B evaluation to SUNE. This the example of America waking up to solar, but staying away from Chinese names (still) on a large scale engagement. I think we have another potential factor to play a role, foreign investment in China. REC is a good example, but think banks, big ones, connecting with top Chinese solar companies to build solar infrastructure in China. 

This will be massive when it happens. 

Odyd, I totally agree with your view here and have been saying this all along.  We need some big institutions to get on our side.  This, I believe, is the biggest factor to get our CN solars to the next level.  If we just get half the attention that TSLA get, we would be rich.  I think it will come as long as CN solars just do their jobs.  As someone once said, if you build a good mouse trap, they will beat the path to your door.

[Scsnospam 117]

Why is SOL underperforming if poly is going up? DQ is up >7%.

[Guest BIPV Investor]

if you build a good mouse trap, they will beat the path to your door.

 

Slight distinction here as the phrase is "Build a better mousetrap, and the world will beat a path to your door" from Ralph Waldo Emerson. I'm correcting this as the key distinction is the word better. Not all solar make a better mousetrap, as many of them just make standard mousetraps. Few companies like CISQ, SPWR, SUNE have business models and or products where they are making the better mousetrap and have been rewarded accordingly.

[Guest JulyWebb]

PLUG receives milestone order from Walmart http://www.marketwatch.com/story/plug-power-receives-milestone-order-from-walmart-for-multi-site-hydrogen-fuel-cell-deployment-2014-02-26?reflink=MW_news_stmp

[sunnysky 905]

Solar energy is now competitive without subsidies in many countries

http://www.mindfulmoney.co.uk/wp/tim-guinness/solar-energy-is-now-competitive-without-subsidies-in-many-countries/?

 

 

The area that we are most excited about for 2014 and beyond is solar. Solar costs have fallen by over 75%, spurring demand growth. Solar is now competitive without subsidies in an increasing number of countries, particularly more emerging economies with structural electricity deficits and high electricity prices from the use of diesel plants. Even in Germany and the UK a consumer can earn 10%+ returns on an installation based on the avoided cost of electricity from the grid.

 

 

 A number of analysts are forecasting growth of the market to 40-50GW, and we believe these estimates are likely to be revised upwards. Solar companies are now competing against retail electricity costs for the first time; this provides extra support to solar module prices and is likely to be the catalyst for a shift in the way solar is perceived. It is no longer expensive.

[sunnysky 905]

SolarWorld Invites University Student Scientists to Apply for Prestigious Solar Research Prize

http://www.businesswire.com/news/home/20140226006356/en/SolarWorld-Invites-University-Student-Scientists-Apply-Prestigious?#.Uw41efldWrE

 

I thought they'd come up with an award for tariff petition letter writing. Solar research for them nowadays, seriously?   

[Scsnospam 117]

Opportunity Seen in China Clean-Energy Stocks

http://www.bloomberg.com/video/opportunity-seen-in-china-clean-energy-stocks-r_1N3F1pQ7~gPSNJhs3MHg.html

[Guest Xeloris]

Updated Subsidies 

 

http://www.solarzoom.com/article-46068-1.html

[Pop2mollys 416]

"China to Compile List of Solar Projects Qualifying for Financing"

"This is the first time the government has provided systematic support over the industry from manufacturing to the downstream,” Wang Xiaoting, a Beijing-based analyst from Bloomberg New Energy Finance, said today by phone. Most top manufacturing companies will benefit"

http://mobile.bloomberg.com/news/2014-02-27/china-to-compile-list-of-solar-projects-qualifying-for-financing.html

[Guest BIPV Investor]

"Gross margins should be higher than 10 percent in the fourth quarter of 2013, according to the statement" Now that is an interesting condition for CDB financing. I wonder what companies aren't going to make the cut...