I would not say single handedly as there were many contributors in the past the made for great discussions. With the demise and the spamalots leaving the dead LDK board to trash on other boards. The boards have slowly lost all value. Only once in a blue moon is there ever any discussions of value. These discussions rarely fall on the Trina message board these days. Gone are the Floppies hobos snakes and odyd's that used to discuss conditions and fundamentals and futures.
I have tried solarpvinvestor a while back where many of the posters from here ran off to. What I found on that site that is now for fee is 1 sided views of the solar bulls and the true colors of the traders that they really were under the pretense of being long. There is a lot of tit for tat bickering that you used to see on this board with very little market analysis outside of what is in the real news. There is no big discoveries on that board on hashing of the latest press news. There is 1 little inch mustache that loves to intimidate, threaten , denigrate and delete peoples messages from the board. The board is supposed to be an open forum for discussion but many posters do not post negative for fear of retribution that they have received on that board. In fact many on that board have placed others on ignore lists as well. It reads a lot like the Trina board did without much in analysis from the time I was there. I have not gone back since as there was little value for the fees you paid.
Well laid out. Let us not forget that JKS has exposure to Poly price shifting. This shifting in poly price has increased from $16/kg to now over $21 in China. That price jump will offset the couple of cents in ASP rise. The side effect of this is that the $0.10 they grossed on $0.60 ASP for 16.6%GM will now be $0.10 gross on $0.63 ASP for 15.8% GM.