do you think we will have more surprising news in the conference at 15 of May?
Let us see HA
LDK, YGE, STP and in general better than the "pure" Chinese solars.
Of course the big fishes from the oil, coal, gas will buy solar like TOTAL did with SPWR and ABB with PWER.
She is the best trader: long/short, long/short….And I believed in her honesty and innocence. No more, no more...finish
solar, wind, gas, coal, oil, all will, and it is necessary, coexist in time and space. Some coal will pollute, the gas will continue, solar is very good for certain zones but what is important is: (i) solar may become more efficient and coal, oil, gas, wind cannot become more efficient; (ii) solar may be applicable virtually in all devices: cars, plains, calculators, electric stations, etc.; (iii) the next generation companies of solar will be winners if they combine solar with storage capacity: produce during the day and storage for the night (after that wind turbines will be useless), etc...
Why? On what news? I don't understand. These runs generally happen on aquisition, shares buyback or super ER. Or "somebody knows something that the others do not know" game/manip.
May be this time is good to hold through conference. There are some evidences that what happened with FSLR may repeat. Let us say some 67% favorable.
I don't agree with "If we remove STP and LDK that's 10% of market production worldwide." Who buys their factories is to produce the same solar products not pizzas. I don't agree the Chinese will allow YGE to fail -it is too big to fail/fall. What is necessary to do is HSOL to show that is better than the others having German and Korean Technology, Chinese labor and financial backing and take advantage of the fact that tariffs are not imposed to their products.
I don't know but HSOL will not be impacted with EU or US tariffs and will be technologically backed by German (actualy) and Korean (in the future) technology. One godd news and HSOL will fly.
I forgot to tell you that JASO will have big foreign concurrent in Japan - SPWR. They are the most efficient per square meter which is important for country where land is very expensive and rooftops must be used efficiently. SPWR has cooperation with Toshiba and Sharp which commercialize their products. Politically SPWR (US) and HSOL (Korean) are better accepted than any Chinese player, taking into account all political tension between China and Japan because of old and new political and teritorial disputes (the last because of small islands).
Actually, if there are companies with some future, I mean, to survive, I think HSOL is one of them. They are financially backed from the Chinese government, technologically by Korea and Germany. Majority of investors do not take this into account. They are speculating with pure Chinese stocks. Why HSOL has disastrous results is another question. Even a small positive sign will make HSOL skyrocket and I think this will be soon.
My order of importance of the Chinese solars is: (1) TSL, JKS, CSIQ, (2) YGE; (3) SOL, (4) JASO, DQ; (5) LDK, STP, CSUN, ASTI, etc. but HSOL is before all. Any comments? Thank you.
Yes, when necessary may wife makes it to go UP NOT down; she never plays short, so the manipulation is to the upper side not to the lower. I expect she plays SHORT to other men but who knows? :)