monif switched to a subscriber model, so they get paid by the number of customers. it isn't known if the banks are paying in advance of their customers downloading the app, or after. With the purchase of markco, monif will have payments from businesses promoting their stuff. we don't know if it's clicks or usage. promoting the usage of mobile is like intel promoting usage of pc's.
since they had been keeping solar plants for the spin off TERP, it's hard to know. Hard to know with the spin off of SEMI as well. They might take a huge one time charge for SEMI but not have to deal with them in the future. I think the bottom line will be that profitability will be sooner due to the two spin offs, so the headline will be negative, and recover on the conf call.
if you follow zerohedge, it's exit of money markets that is driving bonds higher. Since this is new, it changes the dynamics of the past, no?
SUNE Director who manages Altai, sold 6 million shares of SUNE June 9th at 19.43, bought 1.8 million shares of TERP at the IPO price of $25. Already worth 30% more.
good thing your gay newbietosloar. With this solar screw-over day, your the only one getting pleasure ....
Morgan Stanley increased their price target on shares of Sunedison (NASDAQ:SUNE) from $24.00 to $28.00 in a research note issued on Tuesday. The firm currently has an “overweight” rating on the stock. Morgan Stanley’s price target would suggest a potential upside of 25.11% from the company’s current price.
your wrong. The yield at $33 is around 3%, $50 would make the yield unattractive. You need to switch back to SUNE because they can now report profits IMO beginning in Q3 and since SEMI and TERP were successful, the analysts will say hold on those and Buy on SUNE with a higher target. As least for those analysts who haven't already.
I think JKS will miss earnings big time simply because of currency changes. The option dudes will be gone before earnings arrive. Expect lots of pumping. Even though projects are funded, if they keep sites, then that hurts earnings.I doubt that JKS will spin off a yieldco because the purpose is to pay dividends and China doesn't like to send money outside the country. Although they can kick the yieldco can down the road and say maybe.
I'm currently long.
monitise group limited Mobile Money US is a free app on the apple store. Has it been there for years?
You have it backwards. It spun off the money losing SEMI,spun off the high debt TERP. Now all that is left is building solar projects it sells to TERP or the street at a profit. TERP successful IPO makes SUNE more valuable than yesterday. Analysts will say BUY on TERP and raise estimates on SUNE.
SeekingAlpha was right in their 99 part series. The forecast a lower yield than the S-1offering indicated.
However Seeking Alpha didn't mention that the yield would be lower due to the 30 percent higher stock price.
that's pretty good rec from a notorious solar short, Johnson
Today on CNBC
Leon Cooperman, founder of $10.7 billion hedge fund firm Omega Advisors, gave 12 stock recommendations at the Delivering Alpha conference Wednesday. Some were new, such as Actavis and Citigroup. Others were repeats of previous recommendations made at the conference, such as SandRidge Energy and KKR & Co.
Cooperman broke the stock recommendations into four categories.
First was "Growth at a Reasonable Price," where he picked Actavis, Citigroup and Thermo Fisher.
Second was "Income and Growth," where he picked Atlas Energy, Gaming and Leisure Properties, KKR and Nordic American Offshore.
Third were "asset restructure" plays, noting QEP Resources and Supervalu as examples.
Fourth were "High risk/high return" stocks, including Louis XIII Holdings, Monitise and SandRidge Energy.
Can the number of interconnect wires per cell in a solar panel be patented? Japan’s patent office thinks so.
July 15, 2014
Can the number of interconnect wires per cell in a solar panel be patented? According to Japan's patent office, the answer is yes.
Panels from the 1970s and before often had just one flat wire connecting each small cell. For decades afterward, a configuration based on two busbars dominated the industry. Then, around 2004, the concept of using three busbars started to gain market share, with Kyocera and Mitsubishi leading the way. Mitsubishi jumped to four busbars in 2012, and a few others such as Canadian Solar have since followed suit. In a parallel development, around 2002, Day4Energy invented the first wire array solution where a much larger number of round wires connects the cells, although the firm never scaled the technology to large production volumes.
It’s hard to believe, but somehow Kyocera was granted a patent in Japan for solar cells incorporating three busbars. Kyocera is now entering into litigation against Q-Cells, which has been selling modules in Japan with the offending cell configuration. Since most crystalline silicon PV companies now use three-busbar designs, future litigation may follow.
On one hand, litigation against patent infringement could be considered a good thing for the industry. Why invest in R&D if IP theft is rampant and goes unpunished? The problem here is that the patented idea seems to fall under the “obvious” category, and this author found multiple examples of what might be considered prior art published before the priority date of the Kyocera patent application. It is telling that the equivalent patent applications in other regions of the world were not granted. But it is still an uphill battle fighting against an issued patent from a giant electronics company in its home country.
So what are the options?
Ignore Japan, one of the world's top markets.
Revert to two-busbar designs. This is a clear step backward in terms of module performance and silver paste costs.
Move forward to four- and five-busbar designs. Stringers from vendors such as Meyer Burger and NPC are now available to solder four or five flat wires onto each cell, and these designs enable lower silver costs.
Stick with three busbars, but use light-trapping interconnect wire developed by 1366 Technologies. Due to the grooved surface of this wire, most of the light that hits the wires is reflected at steep angles back down to the cell, reducing wire-shading losses. A key point is that the Kyocera patent is only valid for wires with widths between 0.5 and 2.0 millimeters. Typical wire width is ~1.5 millimeters, and so going beyond 2.0 millimeters would normally increase the shading losses. However, with light-trapping wire, the penalty in efficiency for going to 2.1 millimeters is very small, and in so doing, the module power can be increased by more than 2 percent relative (resulting in 6 extra watts from a 300 watt module). Ulbrich Solar Technologies and Schlenk both manufacture variations of this wire, and relatively simple modifications to stringer soldering equipment can enable use of the wires.