Thanks for the update...
Although most would argue any positive here (and there probably isn't any)...
I cannot help but wonder where the inverter technology will land. I suppose since it is commercial tech... schematics, theory of operation, have been transferred long ago.
Sorry I have been quiet for so long. I've been off on other business.
The other part of this reply has to due with recent movement in solar and LDK. I suppose there is some positive garnered from 2012 report
Oh ... I get it!
FSLR gives us a taste of the solar business demand, and thus we can expect both a run up to April 18, and a confirmation run on April 18.
Funny how everyone ignored ASP increases as being an indicator to this activity.
National Renewable Energy Lab (NREL) calculated Georgia’s rural solar potential at 3,000 GW. Only 2GW of solar energy would create an unparalleled economic investment in the state, stimulate many new jobs and boost much needed state and local revenues. GaSU will distribute profits in the amount of $15+B to ratepayers over 40 years. Funded by private capital, the business model is based on a 20-25 year bond structure with no federal loans or subsidies other than the standard 30% FED ITC.
"The conservative Public Service Commission has created an opportunity for solar in Georgia like none other in this country,” says Shane Owl-Greason, a Co-Founder of GaSU. “GaSU grew out of the pursuit to maximize this rare moment in time. The result of putting ratepayers first while protecting the incumbent utilities from lost profits is at GaSU's core. GaSU is poised to tap Georgia's solar potential for future generations. There is no greater gift we can give back than to use this opportunity to create a better tomorrow by reducing the future costs of electricity."
Didn't want to continue on previous thread as the algorithms changed. An error was present on the short side.
I've jumped ahead...
I do have *.csv files, but it is the top and bottom that are most interesting anyway. Trace line definately foretells of a bull market.
Data - Format is same. Did not have time to generate "friendly" format.
Working on heatmap.
The LDK "eggs" are now in the basket of polysilicon and wafering.
By selling Hefei, LDK has almost bailed out of all cell and module production except for what they have in Xinyu.
However, they have shed some of the miserable debt as well.
Additionally, I believe they have been upgrading poly production to FBR technology.
It is feasable as ASP's rise, LDK could be the come back story. Many others are subject to spot market pricing, and under-cutting others by selling at a loss is a good way to run yourself out of business. MOFCOM is supposed to rule on dumping charges from abroad as well.
This is not to say LDK will survive, but the business is improving, predominately from Japan where estimates are 5GW for 2013, and China at 10GW for 2013. These were virtually non-existant markets in 2012.
Keep your eyballs on PVInsights ASP numbers as they have been rising for most of 2013.
PPS and ASP directions are inverse which means we are potentially gaining more and more potential as trading continues. Timing is everything and I do not believe in chasing stocks up or down, rather looking for PPS trend reversals.
I expect leveling off here in this territory, with most of the fear from investors being factored after weighing Suntech BK. Basically, there was a belief China would not let any fail. This theory is proven wrong - but the last laugh for Suntech is not yet in either as they seek to re-structure.
If LDK Poly operations are indeed profitable, then the LDK Poly plant has intrinsic value going forward.
The biggest hope for LDK is that MOFCOM places a tariff on Poly. The fight here is not if damage was done to China Poly producers. Obviously, China Poly has been wounded by dumping from other countries. Rather, it is a political case with Cell and Module companies who benefited from spot market dumping potentially having to pay more for poly.
I'm reading that as a profit in Q4 of 18M. I also see EPS(TTM) changes significantly as 11Q1 drops out.
* Presumably, in part due to Take or Pay court settlements.
* Presumably, in part due to sale of Hefei which very little profit was made but liability dropped significantly
But most important, Q1 business environment, ASP's increased significantly, such that statements relating to poly profitability may along with money spent on FBR changes, put the poly opns back in the black.
I believe Hefei was constructed for 1.3 billion, now off the liability pile.
My appologies as I no longer run precision numbers in part due to a larger diversification but it appears LDK is sparking back to life along with decreasing market cap seemingly making a deal here.
This statement, plus noise about hiring 1300, and ASP reversals.... when is MOFCOM coming through.
Did CSIQ pay up in Q4 or Q1?
LOL - You must live in Allegan County, Michigan. C'Mon, you dropped enough clues to tell me you are within 200 miles.
You wouldn't be interested in another hash code..... would you? I'm thinking it is about time to turn the garden again. Spring time you know!
10 GW China demand this year per reports
5 GW Japan demand this year per reports
Markets that were virtually zero in 2012
I believe that is a 35% boost in demand providing prior 2012 markets hold.
I see 90% of poly makers shutdown
I see 80% of solar production strongly cut back
I see rising ASP levels across the board
At what point does the investor finally get it? That the market is well underway to a recovery.
I see LDK is discussing bringing back 1200 workers or has already.
While silicon has long been the standard for commercial solar cells, new research from the Institute of Photonic Sciences (ICFO) in Spain has shown that graphene could prove far more efficient when it comes to transforming light into energy. The study found that unlike silicon, which generates only one current-driving electron for each photon it absorbs, graphene can produce multiple electrons. Though the application of graphene in solar cells is only theoretical, the potential outlined in the study is remarkable; solar cells made with graphene could offer 60% solar cell efficiency – double the widely-regarded maximum efficiency of silicon cells.
Read more: Graphene-Based Solar Cells Could Yield 60% Efficiency | Inhabitat - Sustainable Design Innovation, Eco Architecture, Green Building
Google 60% solar cell graphene (Tags) - should see it pop up
RE: SMD's... I've done 0201 resistors... fly specs. The only problem is when they are burried in paralyene. Literally, you have to exacto cut the square around them, drop acetone and alchol and hope for it to wick between the cut and the PWB, tweezers to lift the paralyne square off the part just to get the heat from the iron to the part. Then once you touch the part, the other end heats up so fast the entire part sticks to the iron. Vanderwalls forces picks the part right up. 20 minutes later, you figure out the part you were removing is burried in your solder tip.
Then comes the real fun.... putting flux down and watching the replacement float, twist, and move every which way but the right way. Dental pics are your friend and right about then, someone interrupts you.
Oh... I've been there alright.
And if epoxy or acrylic is used, the thickness makes process equally fun, complicated by an effective hole in the coating to try to mount the part.
Regarding spice models.... the poor degreed students coming out of school never seem to account for humidity and dust in the controls opting for 270K pull-ups on TTL 3V3 devices, then scratch their heads when it works perfectly on the spice model but not in real world when dielectric properties of the PWB and foreign material are not accounted for.
I completely know where you are coming from.
My most recent comment was....
After discussing the 1.8 VDC drive to the opto with iforward ratings of 2 - 20 ma, I heard, "Well it works, so I don't see the problem!" I cannot wait to see my first encounter of a failure and forward the email. Don't worry... this one was in the test equipment so no product recall is anticipated.
But that is the mentality coming out of university grads. It didn't fly 30 years ago when I did ohms law.
So China... when exactly did the laws of physics change such that these things are no longer important? Also, at what point should altering the product to exacerbate the issue be needed? W
That's silly! .....Not the message! The spelling you did "stoopid"! I cannot discern if you purposely made a funny by portraying a stoopid short who cannot spell in spite of the obvious rise in ASP and business outlook being much better for LDK with STP gone
Here it is...
PV industry after two years of "winter", this year can be described as the frequency of the current signs of warming.
In 2013, the the Jiang Su Zhongsheng photoelectric company also won a lot of overseas orders. Production headquarters are located in Taizhou New Energy and Industrial Park Optoelectronics Group announced the the polycrystalline component is new for the U.S. market research and design ETL (Test Laboratories, Inc.) 1000V certification authority, is about to debut in the U.S. solar PV market. Previously, the launch of the AC component of Solar has successfully listed in North America. Moreover, Solar contractor Romania's largest group of 50 MW PV power plant projects, the successful Austrian commercial roofing, Colorado, USA, a number of power plants and other projects, but also to further expand the markets of Australia, Eastern Europe and South Africa.
Coincidentally, according to media reports, in Xinyu City, Rexchip solar technology company plans to restore the five cell production line in the near future, the current production lines are beginning to recruit employees; the Shangrao JinkoSolar company this year orders have been placed in July. Jiangxi LDK Solar Hi-Tech Co., Ltd. President and CEO of Tong Hing Snow also said, in response to the significant increase in orders, after the Chinese New Year, LDK developed recruitment program in 1200.
another version cites LDK is highering 1200
With LDK encountering rising ASP's, STP declaring BK....
Both Peng and Tong having the keys to LDK handed back to them
Restart of "Spring" in the industry
Japan demand appearing to be 5 GW this year up from?
China demand? up from ??? that you should continue errors in your call as you did at 70 cents