I appreciated learning about the S filing. Useful information.
I got in very low with extra cash. Willing to keep my promise from last year: 15 years or $15/share.
That was a year ago. I just turned 51, so I have 14 years to ride this train.
The Group currently has over 500 retail stores across 20 regions in China and is planning to open up to 3000 stores within 3 years in the Greater China region while launching our mobile distribution operation as an additional measure to the existing distribution channels at the same time.
Does SPI plan to put solar on top of 3,500 stores in the greater China region?
All too confusing.
Here is a description of the company SPI may inject capital:
Guocang Group Limited (the “Group” or the “Company”, Stock code: 559) is a leading operator and distributor of alcohol beverages in China, offering a comprehensive selection of premium liquors, spirits and fine wines directly from renowned baijiu winery and vintages. The Group also has three other business segments including manufacture and trading of cable and wires; manufacture and trading of copper rods; and investments in listed securities.
Can't quite make out the Googlish translation, but apparently the Tibetan Government does not want to do business with SOPW. Not sure what it means, only that perhaps they may lose pipeline projects because of one of the companies they purchased in October. MOU for multiple MWs fizzled. Oh well, there's always more.
Not sure what this means; however, they are no longer available to the public. LDK has at least 150 patents from poly to panel.
Yea, not LDK.
LDK needs to get their poly costs down to be competitive.
Daqo, using the similar technology, has poly costs to $13/kg.
Those fluid bed reactors are projected at costing $6/kg.
Do serious investors really read these message boards?
If so, I feel sorry for them as there are many other more credible sources of information.
Several posts talked about a "big announcement" today.
All I see is 23 MW distributed project in one province. True, there may be more distributed solar projects in Jiangsu province, but 23 MW is only 23 MW. Given the other 500 MW framework agreements, 23 MW does not seem so big.
Barrons' says that China will likely fall short of 13 GW goal for 2014. More likely 10 to 11 GW range.
Barrons' estimates 15 GW for 2015.
Truth is the daughter of time.
I think there are signs the company is moving in the right direction.
They need to build more distributed power, and provide O&M services. Or, build more and own more SEFs.
My concern is that SPI can create up to 1 billion shares. Unfortunately, they can dilute shareholder value pretty quickly.
Also, it is amazing that SPI owes LDK $65 million.