Gordon's clients are crying foul on TSL's comments again; they still don't know if they should stay short or simply lick their wounds Covering; TSL should come up with more News apparently.
Some news about their Jiansu Projects will Help.
Also ask when they're going to connect a few MW project to the Grid. A little at a time is good, or something like working hard to get the projects connected is also fine if they don't have sheet to say. We're asking them to lie, even they lie all the time when they get excited.
Got so many of Yahoo's call options and SFTBY.
BABA Chang is more than Ready with All-time high portfolio and all-time high Cash.
BABA will be listed 2 days after Auntie Yellen speaks.
Maybe Muncho funds, Hedge funds and Institutionals take big DUMP on USA equities before they soak up all the BABA shares. Maybe, Can Be, and don't care as long as they don't the solar stalks, assuming we're too small and invisible to them.
Watch out, AMZN and eBaby!
That's Right. Keep beetching to their PR to make them TALK or make interviews, very cheap lip jobs to do.
Yeah, TSL can't meet demand, lots of projects must start before end of September or they're not allow to continue in the so-called "Demo Zone". 80% of shipments will be to China, that's low shipping even at lower ASP, butt ASP is ticking Upward with little pressure from Poly price. As long as they can still get it from Spot, Poly won't be big problem, these guys don't use high quality Poly for domestic consumption. TSL still has 400MW of inventory to ship to the rest of China, that's only 20% of their shipment? That's what the CEO says, not from Uncle's mouth. Maybe Zangnut call e-mail to verify their 400MW?
//hi chang- I have a question about JVA. Do you know anything about it and it's prospects?//
That's the trade of the Past, Uncle does not trade stalks for the purpose of trading, if Uncle's theory doesn't work on stalks, Uncle must not trade them at all.
The trick with JVA worked when it reacts to JO, the price of Coffee, now the company doesn't seem to be able to Sell their products no matter what the Coffee is at High or Low.
ps, This is like people insist Solar should go Up or down according to Crude Price, something really funny to me.
//Speaking of fear, what's to make of the Fed fear?//
They "allowed" the Fed Monkeys to speak at Free Lunches, and they had to say something different than what people have already known, the media also gotta make News, even most economists predicted no change AGAIN with the wordings. Uncle does not know the logic why they're dumping the big stalks and buying small stalks, guess they can only bring the major indexes down by taking big ones down? Russel 2000 is Up butt normally people think that's Russian stuff?
It is less than 2 hours left, stalks are not down with huge volume, people are still chatting and smiling in da Big Casino. What Fear? It's for little guys to consume.
//Or will we close the gap around 13.30 first?//
Nobody knows what Others may do to their stalks, if the fear increases along with false information surface then people would try to protect their profits or get stopped out.
Uncle can only pray for good things to come, and play with extreme care.
That's 100% nonsense; the Poly price is pretty stable at around $20.5-$21/kg, the Wafer, Cell and Module prices are Up. Low quality American Poly finds its way into Taiwan, it's better than nothing since the Taiwanese needs it after the Wafer sales from China slowed down due to higher demand in China. There're also some conflicting news that bother the Taiwanese Cell makers, the real demand of cells from China was not as strong as the Taiwanese hope for.
Some weird thing happened today, the Gulf Coast fuel yet was down to $2.7453/gal, the lowest since $2.74/gal on Nov 11, 2013.
The US jet fuel production jumped 41,000 b/d to 1.728 million b/d last week, the highest since June 2005 and the 4th highest on record dating back to 1982.
Jet fuel output gained 51,000 b/d in the Gulf Coast to 850,000 b/d, but was little changed in other regions, including the Midwest at a higher-than-average 249,000 b/d.
US jet stocks climbed 1.97 million barrels to 36.61 million barrels.
Yo dumb dumb always cry over nonsense.
It's the Status. It's the Toy for adults. It's the Peer Pressure.
Smart watches nowadays ain't too smart, as a matter of facts, they're just Display tools, ftiness stuff to show yo heart rate, calories burned, a hand free bluetooth device. Low Cost, High Margin.
Call them Craps or whatever, men waste so much money on so many things, nobody cares about another few hundred bucks. They all need to carry the phone either in the pockets or in the purse, and yo want innocation yo wait till companies that can make chips even smaller, it ain't Apple's "fault".
As far as the Payment services go, maybe only the Japanese will use it, we are low tech country with the most dumb dumbs on earth. Yeah, Japan, then European, just the the cellphone which didn't come to America till late...
Me dumb, yo dumber, Always!
Most companies with their high yearly shipment guidance will need to outsource or buy at spot for the cells, wafer and Poly. Uncle monitors GCL and DQ, GCL will probably supply most Wafer, DQ has lowest Poly cost and they're increasing production. Will also monitor the Taiwanese Cell makers utilization, people don't make no eggs from no chicken. Taiwanse cells are a couple of pennies higher, don't know much whether that includes shipping. Also, the Chinese are not selling much Wafer to the Taiwanese recently, they need as much as they can get their hands on, the American can still sell cheap Poly to Taiwan's Green Energy that makes Wafer, and China ain't call Anti-dumping on Taiwanese products since they insist Taiwan is part of China, WTF, Uncle says. So, Uncle thinks it's pretty fair to say the Module price will be stable to slightly up, if they don't run into shortage, so much for the 13GW or 14GW debate that nobody has clue about. Uncle will even call for 15GW to stir it all Up. Who knows if they'll cheat as usual for acutal completion in GW to get government subsidies. That's pretty Chinese, I believe.
//DQ is 3rd tier solar of China
It does not make any profit and the revenue is at the bottom of the china solars listed in the US.//
Get your Brain Checked as many times.
DQ is increasing productions and they have the lowest cost on Poly, due to unfair subsidy from the Chinese Government because they're operating from minority dominated region. Poly production consumes lots of electricity, super low electricity rate is a huge plus to the cost. With the Chinese government blocking foreign Poly importing, the Poly supply will come more from domestic manufacturing, that's the main reason DQ has been Up, Up and Up, even the current price is kind of ahead of itself due to share dilution. DQ trading at current level is like when it traded at all-time high. If that's what people are complaining about, that makes sense.
//Apple Lover, Uncle Chang,, wish me Bad luck.//
Good Luck and God Bless!
Crammer is calling everyone in town to buy in around $97. Most are trying to push it to the 80s.
There're no shortage of weird people in America. Why would they even bother to tell people what they want to do?
By the way, Uncle Doubled on DQ today.
Can't lower Cost much more, rush orders in later August from Taiwan cost extra pennies. Anything they lack in the verticals they have buy from either spot or OEM to others, luckily the Poly price does not shot up after the Chinese blocks the Poly import from USA. More old dying Poly plants in China are coming back online, amazing.
ANY news is Good News under current condition; most can't tell difference between Supplying modules to projects and building projects anyway. Just Say Something as often as possible. Ha!