JinkoSolar Holding Co., Ltd. Message Board
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RE export is rebound from China means the smuggle RE is down.
The demand of RE is up.
MCP should go up! - Reply to
China should take over DRYS at 15 bucks/share take over the drill and the big fleet of ships.
by dsong76771 •May 23, 2013 2:08 PMThe fleet should be able to run that means there should be experienced captain and sailors and staffs. That also means it is
not just a number of ships, there is soft ware or intangilent assets.
Meanwhile, as share holders, we hope drys will be sold as high as possible. If it can be sold at 2 bil why sold at 1 bil. There are a bunch of rich idiot Chinese. - Reply to
China should take over DRYS at 15 bucks/share take over the drill and the big fleet of ships.
by dsong76771 •May 23, 2013 2:08 PMYou may be not clear a fleet meaning in Chinese. Two richest persons In HongKong China were the kings of two fleets like GE of drys. However, their scale are much smaller comparing drys. Mr. Bao was noble in HongKong Britain. Mr. Tong was the chief officier of HongKong after it returned to China. In China south sea, the big ship is so high profitable let alone a fleet with modern ships. Not say the smuggling, just say the normal transportation. Obviously GE could not get into South China sea business. I can say a millions of Chinese are dreaming to be the king of the new fleet as Mr. Bao and Mr. Tong.
- Reply to
China should take over DRYS at 15 bucks/share take over the drill and the big fleet of ships.
by dsong76771 •May 23, 2013 2:08 PMI think George should sell his fleet to Chinese now. Actually I hold large position of drys and never want to look at it. Drys is keeping in bottom even not over 2. You know Chinese is very smart for money.
A number of them will be interesting to buy a fleet if they know the price is only for 2 bil USD for a such big fleet.
If George keeps his fleet, he will used up all ORIG shares and drys may go to bk. If I were Geroge I will expand Drills or Orig shares and sold all other tanks.
If George is will to sell Drys, I could help to find a buyer, But first he should put AD in Chinese new paper, then pick the highest bidder just like the auction. -
You know how Chinese travelers in Europe to wipe out the mechants. That is why all shops owners are waiting Chinese to come.
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to sell Drys to the billionares of Chinese.
At courent level, drys cap 0.8 bil, orig value 1.2 bil, debt 2 bil. total cost is only 1.6 bil. One Chinese billionare can take it over, it does not need governnment to buy it. Some Chinese are interesting to buy islands of Greece, they should buy a fleet instead of a sandy island.
GE can not run his fleet and let Chinese run is the best choice.
I bet there is billionare to bid if GE put the AD in China paper. -
China ignores that buy a ship is more cheaper than the cost to build one.
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What the hell is this market? Drys owns 65% of orig, this asset is valued at 1.4 bil. All drys fleet of ships are
NEGATIVE VALUE?
According to orig value, drys is worth more 3 dollars a share, if all its ships are given to China for free. - Reply to
MOTLEY FOOL FORGOT TO ACCOUNT FOR SEVERAL FACTORS THAT WILL DRIVE MCP HIGHER
by bidaskguru •May 21, 2013 4:14 PMREE is not relevant to economy. Since, the high tech needs REE.
MCP is trading at BK price, it is going to 8.5 if it can hold above 8.5,with volume 9 mil, it may break 10.
Hold your shares, MCP is a golden mine. -
leading by JASO up 49%.
The next is MCP. I predicate it will up to 8.5. If can hold 8.5 with volume over 9 mil, it is to 9.5 - 10.
If it can break 10, then it is to 15-20 with the good news from China.
Hold your shares. -
The problem now is the smuggling with raw RE materials under the false mine name. So it is hard to detect it. Now, they develop the instrument to detect RE core. Most RE mines are in the South China, where they are not controlled well by the government. The smuggling of RE are never through Customs, but through the long border between Vietnam, Burma, Cambodia. Before, there were flood
of drug. China once used tough measure to knock down the drug, 200 g heroin would be death penalty, (Still easier than Singorpo). The death penalty is real. Some small RE smuggling feels the
heat now, one said he invested RE mine for millions RMB already, he just want the cost back and washes his hand.
China is also to form a big Southern Group RE company to deal all RE business. As you know it is
is difficult to control the long border, e.g., it is hard to stop the illegal immigrants from the Mexico
border. However, it is easy to control the mine. -
China is very serious to handle this problem. I believe they will win this war.
In this world maybe only China can stop this kind of large scale smuggle. You might know
there is death penalty in China. The government can suit you death penalty easier than any
other courttry in the world. In USA the death penalty may not be excuted for long than 10 years. The death sentence is real to smuggling, as the penalty is nothing while there is
huge profit.
So hold your MCP, once China declare it wins the knock down the smuggling war, MCP could soar back to 50-70. Less -
why this topic is deleted!
Notice Yahoo deleted my postst again and againg -
China is very serious to handle this problem. I believe they will win this war.
In this world maybe only China can stop this kind of large scale smuggle. You might know
there is death penalty in China. The government can suit you death penalty easier than any
other courttry in the world. In USA the death penalty may not be excuted for long than 10 years. The death sentence is real to smuggling, as the penalty is nothing while there is
huge profit.
So hold your MCP, once China declare it wins the knock down the smuggling war, MCP could soar back to 50-70. -
RE smuggle from China was 120% of the official export last year. That made China huge loss in the RE assets since the RE should as noble as gold. Therefore China Government is strongly hammering on the RE smuggling. The following report is in Chinese. You may get translate by Google.
我国大量稀土被低价走私至日本 超出口量2成
2012年08月09日00:30经济参考报[微博]杨烨 张彬 任会斌我要评论(6612)
字号：T|T
[导读]高额的利润和充足货源也让很多人铤而走险，并且走私的手段层出不穷。这些新的手段中，有的原矿通过集装箱走私到香港或者从福建转往台湾进行转口，最终流向日本、越南等地进行分离冶炼。
多部委拟推进稀土大集团组建
所属分类：财经
新功能放大观看
尽管国家一直重拳严打稀土走私出口，但是种种迹象表明稀土走私不仅屡禁不止且有“升级之势”。《经济参考报(微博
)》记者8日从权威人士处获悉，尽管目前在海关的统计中稀土出口量正在萎缩，但国外的稀土供应并未因此受到影响，事实上，大量的稀土正在通过非正常的渠道源源不断向国外输出。值得注意的是，稀土非法出口开始出现从之前的金属和氧化物成品逐步转向原矿出口的迹象。
现状
走私猖獗 稀土原矿成走私“新宠”
工信部副部长苏波在8日召开的“第四届中国包头稀土产业(国际)论坛”会议上表示，我国的稀土行业长期存在超计划生产、污染环境、破坏生态、走私犯罪现象，去年信息化部、国土资源部、环境保护部等开展了稀土生产、环保活动，查获稀土走私案件10余起。
除了环境污染外，稀土走私无疑是困扰稀土行业的最大一个“顽疾”。《经济参考报》记者8日从权威人士处获悉，目前从海关统计上来看稀土出口量正在萎缩，但国外的稀土供应并未因此受到影响，事实上，大量的稀土正在通过非正常的渠道源源不断向国外输出。值得注意的是，稀土非法出口开始出现从之前的金属和氧化物成品逐步转向原矿出口的迹象。
“上半年的情况还是非常严重的，没有具体统计，但是保守估计应该有好几千吨。”上述人士向记者透露。令他更为担心的是，这些非法出口的原矿产品中，大部分都集中在南方离子型矿产品，而这些原矿产品在我国储量非常稀少，且更具战略意义，一旦被大量非法出口，对我国环境和资源保护都将产生很大的负面效应，后果不堪设想。
上述人士向《经济参考报》记者透露，自一季度国家收紧稀土政策，加上受到稀土专用发票即出的影响，国内大量私采滥挖的原矿开始没有“出路”，很多矿主开始低价抛货，这些“黑户”稀土的价格压得很低。也正是因为这样，走私成了这些“黑户”新的“出路”，高额的利润和充足货源也让很多人铤而走险，并且走私的手段层出不穷。据记者了解，这些新的手段中，有的原矿通过集装箱走私到香港或者从福建转往台湾进行转口，最终流向日本、越南等地进行分离冶炼。
由于走私的存在，今年中国部分稀土产品出口到日本的数据也印证了来自日本的需求正在大幅减少。据记者统计，2011年上半年中国出口日本氧化镧699吨左右，今年上半年该数据为140吨，同比下降了80%左右；2011年上半年中国出口日本氧化钕大约为230吨，今年该数据为12.2吨，同比下降近95%。
“稀土走私是一个不容忽视的问题。”中国稀土协会秘书长马荣璋8日接受《经济参考报》记者采访时说，在他看来，从去年开始海关统计稀土出口量都在下降，这其中除了稀土价格上涨抑制稀土需求、国外用户有足够的储备、美国开始生产并占有部分国际市场外，走私也是一个非常重要的原因，“2011年海外稀土进口统计是中国海关出口统计的1.2倍，也就是说走私量是正常出口的120%，走私十分猖獗”。
马荣璋表示，全球市场对稀土总需求大约为12万至14万吨，中国稀土冶炼分离产品生产指标基本稳定在9万吨，从生产指标本身来看，国外市场对中国稀土的需求容量稳定在4万吨左右，中国稀土每年的配额在3万吨左右，而中国实际出口稀土不到2万吨，对于去年中国稀土出口配额没有用完，除了稀土价格涨幅较大外，走私是重要原因。
相关数据表明，今年的稀土走私与去年相比有增无减。2011年的稀土出口配额是30184吨，但实际出口仅使用了18600吨 ，占配额总量的61 .6%。据估算，今年的出口配额是31130吨。马荣璋说，今年上半年实际出口稀土5000吨左右。按照目前的出口数据来看，今年配额还会有相当部分的浪费，这同时也印证了稀土走私有愈演愈烈之势。
可以说配额制度的存在并没有影响国外用户从中国获得稀土 -
once China hammer down the smuggle RE export.
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Let's move up to 70's once China hammer down the smuggle RE export.
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and way up.
100 mil shares have been changed hands in three days. There are solid bottom now at 6.5. -
RE is way undervalue at this point. The demond is huge and the supply is limited.
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Accorting to China Financial Paper, China is going to issue the policy to stop smuggle and underground production of RE. with heavy penalty for fine and prisonner.
This is a very positive news for MCP. If the smuggling of RE stopped in China, the RE price will jump up so will
the stock price of MCP