10 GW China demand this year per reports
5 GW Japan demand this year per reports
Markets that were virtually zero in 2012
I believe that is a 35% boost in demand providing prior 2012 markets hold.
I see 90% of poly makers shutdown
I see 80% of solar production strongly cut back
I see rising ASP levels across the board
At what point does the investor finally get it? That the market is well underway to a recovery.
I see LDK is discussing bringing back 1200 workers or has already.
Mother of all shorts sqeeze coming.
Sentiment: Strong Buy
" I see 90% of poly makers shutdown"
yep and LDK be one of them LOL
PHREEMORON been getting reamed since 2008!!!
"yep and LDK be of them"
they did shutdown in early 2012. I have not heard if they have completed any of the retrofits or tried to ramp production back up.
LOL - wrong again!
How else can you explain why I post here...