That is luck
based in Wisconsin that are using Korean's as a front. You never heard of them because their sneaky. They play dead to draw people like you in then drop the tomahawk.
It can hear you. This is how it starts, small jumps so you won't notice. Then one day soon you'll take your eye off the pea and it will be 4.08 in a flash. Then with shorts trying to cover above 4 it flies to 4.75. The script has already been written.
The circumstances were no where near the same. Hsol was coming off what could be considered a reasonable qtr. Then you had some inst buying i.e. it went from 5% to 7% and the last month its gone to 10. The jump was from mid Sept when it was 3.25 to mid Oct then it tanked to 4. Announcement of a dilution is almost always a negative thing but when placed on the back of a weak qtr it can be devastating. I think it was Hanwha's plan to hammer this down to mid Sept levels so they could acquire shares. My point is the price is down not because of CS selling shares but the the threat of and a weak balance sheet. I expect this to jump again just like it did from mid Sept to mid Oct post a good qtr maybe a small profit. Then it will never look back at 3.25 or 3.50. PS I also think Hsol started its acquisition back in Sept and just announced it this qtr.
is their balance sheet not the CS deal. 6% margins, lost 75 mill last qtr and 750 mill in debt. Do you expect this to go rocketing up? Prove CS has sold 1 share. I like Hsol and I think these are bargain basement prices going forward but I'm also a realist. I'm not blaming CS for a weak balance sheet. Also, 150 mw is great but what kind of margins are they getting in China? Certainly not the ones they could get in Japan EU or the US. Hanwha is taking steps to really turn this around and doing a good job but don't expect this to be 20 next week.
Can you say grid parity
Fraunhofer ISE said it had developed a low-cost rear contact Tunnel Oxide Passivated Contact ‘TOPCon’ n-Type solar cell that has achieved a conversion efficiency of 24%.
According to Fraunhofer ISE TOPCon provides a passivated contact across the entire rear surface of the cell, while achieving improved surface passivation, reducing resistance losses.
“We developed a selective passivated contact that allows the majority carriers to pass and prevents the minority carriers from recombining,” noted Dr. Martin Hermle, Head of Department “High-Efficiency Silicon Solar Cells” at Fraunhofer ISE. “TOPCon consists of an ultrathin tunnel-oxide and a thin silicon layer. The surface passivation is of excellent quality and the rear contact poses little resistance for the charge carrier transport.”
The research centre noted that a key hurdle in reaching high efficiencies with n-Type wafer/cells is the patterning scheme of the rear contact as the rear side metal contacts are an efficiency limiting factor.
The TOPCon cell was said to provide a simple rear contact without any patterning required, reducing costs and process complexity as only a small fraction of the rear area is contacted.
“We have now developed a simple rear contact without any patterning, with which we have achieved an excellent efficiency of 24 percent for an n-type solar cell,” said Dr. Stefan Glunz, Division Director, Solar Cells – Development and Characterization at Fraunhofer ISE.
add capacity. With half a billion on tap from China, money from additional shares and the acquisition of controlling interest, my guess would be a new state of the art plant. They already have a state of the art poly plant which will produce the highest quality polysilicon on the planet. Who knows. I do know Koreans don't like to lose.
If you think about it why should I have to help pay a fit on something for someone else and receive no benefit. The people in AR have a point also. It takes extra money and resources to connect a roof top solar system to the grid and that cost is passed on to everyone weather you have a system or not. Their still arguing that one. Solar growing pains.
seems rather bizarre. It has to jump some hoops but how weird. If your intent is to clean the environment why put a user fee on the sun? Seems kind of funny. I'm sure theirs more to it than whats just on the surface.
The coalition deal struck between Angela Merkel’s union of conservative parties and the centre-left SPD includes a surcharge on self-consumed electricity. While feed-in tariff (FiT) provisions will remain the same for PV generated electricity, the agreement, which still requires the approval of around 470,000 SPD members via a referendum in December, will mean that fees will have to be paid by off-grid consumers of self-generated electricity.
The German Solar Industry Association (BSW-Solar) released a statement in reaction to news of the coalition agreement. Regarding a levy on self-consumption, BSW-Solar said it would “turn the ‘polluter pays’ principle on its head and set back the competitiveness of the photovoltaic industry by years”.
BSW-Solar’s statement also expressed dissatisfaction with coalition targets for renewable energy generation and the presence of an upper and lower ‘bandwidth’ for the percentage of the overall energy mix to come from renewables, calling it a “big missed opportunity". BSW-Solar quoted a pre-election survey that said 93% of the German population wanted the country to make a rapid transition to renewable energy generation.
German Renewable Energy Association (BEE) spokesman Daniel Kluge told PV Tech that German government policy regarding solar power would remain a “dynamic process” whereby FiTs are lowered gradually in line with the amount of added PV generation capacity. However, with the levying of a surcharge, ‘Eigenverbrauch’ (self-consumption) would be treated differently to grid connected solar. Kluge said the issue of how the self-consumption issue was managed in the renewable energy laws once the government was established would be the most important point for solar energy.
Kluge said that due to the lack of concrete details it would not be possible for BEE to comment as yet on the appropriateness of such charges. Kluge did express concern that the speed of introduction of renewable energy sources will be decreased due to the establishment of goals for how many renewables can be built in the coming years. Kluge said the upper targets set would mean that the speed at which renewable energy generation capacity was introduced would slow down.
With so many good shorts happening lately why do morons waste their time on this. JKS down 7% today, Jaso down 11 in 3 days. The big H is stuck on a rinse cycle at 3.50 until it breaks to the up side. Keep shorting because I want to see the snap from coverage. Unless I miss my guess this stock will creep up here and there until Hanwha drops the hammer. Then you get S stained shorts trying to cover over 4 and it sends it to 4.50 in a flash. GL
Q cells is maxed out. They don't really produce that much in Germany and their plant in Malaysia is running full. Also the deal in Germany was for a mid range mod. I think over time you'll see Q cells focus on the super hi tech high watt panel for specific markets. I'm sure Hsol will offer that but its focus will be more economy of scale. Its not luck just time.
In Bitterfeld-Wolfen, Germany, Hanwha Q CELLS operates an accredited testing laboratory and the largest R&D center in the industry with more than 200 engineers and scientists. Since Hsol and Q cells trade tech do the math. Something to ponder over Thanksgiving.
They cut their fit back if you haven't been reading. As for sources Q cells is one of the largest with the best tech. Who owns Q cells and who tolls to them. For whom the solar tolls.
CS cannot sell 1 share without Hanwha's permission. Do you really think Hanwha wants to acquire more shares than is necessary because of dilution? If anything CS sold some to stabilize run ups during acquisition. Also, doesn't it seem strange that Hsol is stuck on the 3.50 rinse cycle.More than just a tech support.
I also believe the paste reduction, the 13 and 45mw contracts are just a taste. They were already shipping mods to Canada way before the announcement. Hanwha is jacked into every major market on the planet without fear of tariffs. Not Trina, JKS, Spwr, or even Canadian can say that. Hsol is just getting started. Pretty good job for a couple of years. Hanwha is so big that you could walk into an office in Israel and by the end of the day they can supply you with financing to instillation for your little solar farm by the dead sea. GL
German government could include changes to renewable energy policies that favour solar power generation.
Chancellor Angela Merkel’s Christian Democratic Union of Germany/Christian Social Union of Bavaria (CDU/CSU) grouping of conservative parties is currently in talks over forming a government with the centre-left Social Democratic Party (SPD) which has more ambitious renewable energy targets than CDU/CSU.
The 2030 renewable energy target could be increased to 55-60% but with support for wind stripped back, PV could have to fill the gap.
In addition to negotiating on issues including minimum wage levels, rent control laws and a reduction in the pensionable age, the two parties have reached a provisional agreement on energy policy.
Agreed targets have involved some give and take on either side, with Merkel’s party originally aiming for a target of between 50% and 55% of energy production to come from renewables by 2030. The SPD wanted to set a higher target of 75% by 2030 but party leaders agreed to a compromise figure, with 55% to 60% of the nation’s energy mix to come from generation by renewable sources by that date.
In light of the percentage targets, the photovoltaics industry could benefit as a result of changing subsidy levels for wind energy in particular. According to the 185 page document detailing the coalition agreement, policy on PV will remain unchanged from measures set out in the German Renewable Energy Act (EEG), with PV expected to continue enjoying government support at the same level
Look where this stock is sitting right now 3.50. Jaso reports tomorrow. They haven't given a pre announcement but they have been selling heavily in Japan. GL