May 30 2012 | Edgar A. Gunther

AE Polysilicon shutdown and pending asset sale

RT @sandraenkhardt: photovoltaik-Magazin online: First #Solar muss Betriebsrat wieder einstellen: http://t.co/Y8clARFC $FSLR ->
US ITA Fact Sheet lists tenKsolar (Shanghai) Co., Ltd. in the prelim PRC AD ruling http://t.co/9FsbmfCT -> no relation to @tenKsolar ? ->
County wins Foxconn's favor in #solar project – Funing, which is not… http://t.co/MxGYbtyg 5GW->10GW more capacity not needed ->
RT @pv_tech: Chinese Ministry of Commerce releases retaliatory statement against US anti-dumping determination http://t.co/uqoBVkgb #Solar ->
Commentary on US anti-dumping ruling continues | PV-Tech http://t.co/FYkskx5x #Solar ->
Suntech doesn’t expect industry profitability for another 6 to 12 months | PV-Tech http://t.co/lR6UcBpe #Solar $STP ->
China anti-dumping investigation against US, South Korea polysilicon suppliers would hurt local downstream players http://t.co/vIc2v29q ->
Whose cells do they use? RT @pvmagazine: ASP PV module orders soar after DOC ruling on #solar imports http://t.co/S3N9Fhqj @SolarPhotonics ->
RT @sandraenkhardt: photovoltaik-Magazin: Sovello-Chef: „Kein Hersteller auf der ganzen Welt verdient Geld“: http://t.co/K5XuOTpH #Solar ->
RT @Solarserver: Soitec reports increase in loss, predicts 2012 revenues from #CPV business http://t.co/4pucAUZ6 #solar ->
#Solar firms rally against US antidumping probe http://t.co/Kcbv0ZF2 via @ChinaDailyUSA #CCCME ->
US tariff signal PV industry protectionism http://t.co/s9KkMndB via @ChinaDailyUSA #Solar ->
Duties signal 'solar storm' http://t.co/R0RFNtnG via @ChinaDailyUSA #Solar $STP ->
doubtful near term RT @ChinaDailyEU: PV technology offers way around US duties: China is developing third-gen… http://t.co/bnJIdQgh #Solar ->
SEPA will cause confusion. @cheynman CASM and CASE were taken?! MOFCOM going after US state #solar programs is an odd wrinkle. ->
RT @SolarFred: War! Mm!. What is it good for? Sing it… MT @SEIA calls for dialogue to resolve #solar trade disputes. http://t.co/IzFdA3ex ->
RT @greenwombat: 5.44% of Portland Workers Bike to Work. http://t.co/TSEQbYGV ->
PHL ->
RT @danahull: In big victory for #solar, California regulators effectively raise cap on net metering: http://t.co/TivjetXv ->
RT @KruleWatts: RT @votesolar: Amended NEM decision unanimous http://t.co/pBDpFAMA #solar ->
RT @votesolar: SB 32 feed-in tariff proposed decision adopted unanimously ->
1 failed IPO later RT @greentechmedia: @BrightSource: The Rumors of Concentrating #Solar Power’s Demise Are Wrong http://t.co/BrVTjl8K #CSP ->
RT @BW_Energy: US #Solar Financing on the Brink of Transformation http://t.co/TUpfRWga by BNEF for the Reznick Group ->
#Solar wafer maker GET reports full capacity http://t.co/hge2x35X -> wafers toughest part of the biz ->
Apple shows interest in iOS stylus with optical sensor, haptic feedback http://t.co/IjT13EPf $AAPL -> useful for certain Apps ->
RT @MyDesert: Good morning! We're expecting a ruling on #solar credits today from @CaliforniaPUC: http://t.co/92hbbDLd -> net metering ->
RT @Solarserver: Bundesnetzagentur veröffentlicht vorläufige Daten zur installierten Photovoltaik…. http://t.co/aXCY3HQn -> 1.15MW March ->
Er kann lang warten RT @sandraenkhardt: photovoltaik-Magazin online: #Solarworld-Chef erwartet Ende der chinesischen.. http://t.co/yiEDC05N ->
RT @sclavennaGTM: Solantro Semi $10 Million Series A Financing for Chipsets for #Solar PV Module Integrated Electronics http://t.co/f6wP6Z8t ->
RT @pvmagazine: France: Total and SunPower commission 44 MWp module plant http://t.co/2CyfvZuZ #solar #PV $SPWR $TOT ->
photovoltaik-Magazin online: China vs. USA vs. Deutschland – Dumping oder ein stärkerer Wille?: http://t.co/H5ukn3ZH #Solar ->
PV Poll: 2nd most likely to fail RT @greentechmedia: SoloPower Raises More Funding For Flexible #CIGS #Solar Panels http://t.co/fXV4nV6h ->
http://t.co/xZNDI8mP: “What Works” in American and German Manufacturing http://t.co/OOvjQk8O ->
Teardown slideshow: The anatomy of the #LED light bulb: http://t.co/Yo2mjrQj via @ee_times ->
Report reveals fake chips in U.S. military hardware: http://t.co/4vkkbhSI via @ee_times ->
Financial woes hit $Hoku plant in Pocatello – http://t.co/ixT0iq5u #Solar PolySi ->
Bad news indeed RT @greentechmedia: The Bad News in #CPV – Amonix Layoffs and Soitec Losses http://t.co/f8g5nneS #Solar ->
RT @danahull: Apparently #Solyndra founder/former CEO Chris Gronet is doing another startup. But even his lawyer says he doesn't know where. ->
RT @katiefehren: or The VC boys club is now an advantage . . . for competitors http://t.co/zMvxDgfD ->
RT @pv_tech: [News] INTERSOLAR: South American market to hold first ever Intersolar exhibition and conference http://t.co/vNogAMhT #Solar ->
Google storage base price increase from $5/year to $2.49/Month! $GOOG ->
RT @UciliaWang: Behind the scene at an #LED lighting lab (with photos!), in my @GIgaOm post http://t.co/kTYxm6Rc ->
RT @sandraenkhardt: photovoltaik-Magazin online: Merkel will Photovoltaik-Einigung vor der Sommerpause: http://t.co/uOoUQl2z #EEG #Solar ->
RT @pvmagazine: Suntech sees big Q1 losses; also affected by trade case http://t.co/FqEtT3aE #solar #PV $STP ->
RT @Solarserver: Vermont makes changes to state's feed-in tariff http://t.co/ha0K0oCt -> single registration form! #Solar ->
RT @Solarserver: Malaysia considers changes to feed-in tariff due to over-subscription of PV http://t.co/upQNrGYU #Solar ->
RT @pv_tech: [News] Andes Mainstream develops 162MW PV project in Atacama Desert http://t.co/Cwexlwju #Solar c-Si, another SEIA… ->
RT @sandraenkhardt: photovoltaik-Magazin online: Altmaier will schnellen Kompromiss bei Solarförderung: http://t.co/AcKANM0s #Solar #EEG ->
RT @pv_tech: [News] #Solar Frontier and BELECTRIC JV connect 28.8MW project in Bochow http://t.co/YizP6WWr ->
RT @ychernova: #Solar co @amonixsolar , backed by Kleiner, Goldman, government, etc., to lay off 76 in California… http://t.co/YPlcFq93 ->
Solar wafer firms inclined to follow #solar cell firms to increase quotes http://t.co/F3ylRtBu -> +10% & +15% respectively ->
PR: SolarEdge Reports — Over 1 Million Power Optimizers Shipped Worldwide http://t.co/iuUZcHGk #Solar ->
PR: $Hoku Corporation Provides Business Update http://t.co/odQCpbgy -> slow motion #Solar PolySi train wreck ->
RT @votesolar: Ukraine to join the 1 GW club? http://t.co/n9Xi41Yj -> attractive Feed-in Tariff for large #solar plants ->
Interesting eSolar comments from India about ACME http://t.co/1s1ipa9G & Lancaster http://t.co/AHLwkPRo #Solar #CSP ->
Qualcomm offers $250,000 funding for best startup: http://t.co/M0dic006 via @ee_times $QCOM ->
Silicon Valley’s latest product—diamonds: http://t.co/iyXyrP7o via @ee_times ->
Some China #solar cell makers looking for Taiwan partnerships http://t.co/Z53ErvLH ->
Taiwan #solar firms fear turning into OEM firms for China http://t.co/PXA4mzBc ->
GET refutes production suspension of thin-film #solar products http://t.co/qiESyErY -> suspension plausible ->
Apple working with North Carolina to increase local green energy production http://t.co/M1avtmVx $AAPL #Solar ->
RT @pvmagazine: Global Solar builds BIPV #solar project on curved roof in Italy http://t.co/Q6SH4gMV -> #CIGS not much product ->
RT @pvmagazine: Inventux files for insolvency http://t.co/jX1PzOUY #solar #PV -> a-Si/micromorph ->
Hey #Solar folks: @SolarCurator aka @cheynman needs some followers! Please help ->
#SNEC post RT Thx @UciliaWang @FreeHotWater @SolarFred @cheynman @SolarCurator @GuymardSolar @EcoOutfitters ->
#Solar Junction Receives 5 Megawatt Order from SolFocus http://t.co/1WARjNNA #CPV ->
Circuits in Apple's iPhone charger are 'surprisingly complex and innovative' http://t.co/vUSSWKC0 $AAPL ->
Solar daylighting RT @SolarFred: Get Vitamin D. RT @carterlavin: @SolarFred Oakland is pretty sunny. I think it's mainly b/c I spend my… ->
RT @EFF: The best way to curtail drone surveillance in the US? Contact your *local* government. It's already working: https://t.co/F8gzzC51 ->
RT @sucuri_security Blog Comments – Analysing 100,000 Comments and Spammers http://t.co/68k43MnT ->
Living virus generates electricity: http://t.co/JC9pDmKQ via @ee_times -> and they are safe to humans??? ->
Taiwan #solar cell makers plan to increase quotes due to expected order increases from China http://t.co/6E7zmdNq ->
US #solar firms may request duties on China-made solar modules http://t.co/YQJkvSwY -> 1H12 module shipments 80% of US 2012 demand ->
re RT @PVBlog: #SNEC PV POWER EXPO 2012 Photo Timeline: [Shanghai, China] http://t.co/3pho6rjz #Solar #CPV ->
RT @Suntech_Connect: Did you know? #Suntech has now sold more than twenty million photovoltaic #PV modules worldwide! #solar #cleantech $STP ->
Bloomberg New Energy Finance: #Solar Leadership Forum in in Singapore tomorrow. http://t.co/p8phqdIV -> Invite only ->
RT @REWorld: Germany's Storage Conundrum http://t.co/JzpiQ0sW #windpower -> #solar required, don't see a conundrum … ->
Shanghai #Solar IPO Falls On Debut But Main Owners Still Worth Nearly $800 Mln – Forbes http://t.co/rJLubtUd -> H2O thermal, better than $FB ->
Set up a search for "Phialas Irae" on twitter. Will it turn Juliette aka @BitsieTulloch into a beast? #Grimm ->
RT @SolarEdgePV: #SolarEdge reports – over 1 million power optimizers shipped worldwide http://t.co/TFM0xqyj ->
RT @sandraenkhardt: photovoltaik-Magazin online: BMW-Erbe will #Solarwatt übernehmen: http://t.co/jEI1NbM7 ->
RT @PVBlog: SNEC PV POWER EXPO 2012 Photo Timeline: [Shanghai, China] http://t.co/3pho6rjz #Solar ->
RT @BW_Energy: Fluor Completes Polysilicon Plant in China for $LDK #Solar http://t.co/1HqzAIKe $FLR -> needed ASAP 🙂 ->
RT @WayneInIndy: @NBCGrimm Phialas Irae translates from the Latin as "Vials of Wrath". Interesting. #Grimm -> kept up thanks to iTunes ->
RT @Intersolar: Meet #Intersolar Twitter crowd for a lunchtime Tweetup near Moscone Center. RSVP & details here: http://t.co/mHg5JogP #Solar ->
SFO ->
PVG ->
2 much info "@EcoOutfitters: My new iPhone 4GS is super fast, super fun, super awesome!! So glad I dropped my old iPhone 3 in the toilet :)" ->
Maglev ->
Last Metro to Huamu Road ->
I got a counterfeit 100 Yuan bill from a bank ATM! ->
RT @PVBlog: GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2012-05-18: Wuxi -> Line 2 -> 7 -> 4 to… http://t.co/bGzRvsV4 ->
Shanghai ->

May 26 2012 | Edgar A. Gunther

GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2012-05-25

May 21 2012 | Edgar A. Gunther

SNEC PV POWER EXPO 2012 Photo Timeline

Wuxi ->
Line 2 -> 7 -> 4 to Shanghai Railway Station ->
#Solar insiders upbeat on industry's future http://t.co/nsw8xQmX #SNEC via China Daily ->
US ruling on #solar panels 'unreasonable' http://t.co/Fi4KCsNV via China Daily ->
<=100kWp, much less than US RT @cleantechnica: Average Installation Cost of #PV in Germany Now 1.776 Euro/Wp http://t.co/jBwb9IyO #Solar ->
unlikely RT @chrishelman: Tariffs On Chinese Panels Should Help $Dow Chemical's Powerhouse #Solar Shingle – Forbes http://t.co/MoktpWR3 ->
RT @pvmagazine: Belectric installs 1 GW http://t.co/MX4zOZ5H #Solar #PV ->
Jean Georges ->
Glamour Bar: 10 RMB for full glass Taittinger & Foie gras lollipop ->
Glamour Bar on the Bund ->
Bund Sightseeing Tunnel ->
Oriental Pearl TV Tower ->
#SNEC Expo closing early at 13h, getting approached by module folks looking to make a deal. #Solar ->
#Solar anti-dumping trade press conference happening now #SNEC ->
Apple Receives Regulatory Approval for 20-Megawatt #Solar Farm at North Carolina Data Center http://t.co/R6QmWVte $AAPL ->
Congrats! RT @CampRobertsServ: Today is the Ribbon Cutting Ceremony for our Nanosolar Project. Time for Camp Roberts to Go Green! #Solar ->
RT @danahull: Updated story on #SolarWorld trade case: http://t.co/r8sryKN3 ->
RT @ewesoff: Solexel, Still in #Solar #Stealth, Scores $25 Million From KP, Westly, et al. http://t.co/deIHCgrj via @greentechmedia ->
RT @ThePhoenixSun: U.S. Imposes Anti-Dumping Duties for Chinese #Solar Imports – Bloomberg http://t.co/fqj0tbmS ->
higher than expected RT @ewesoff: Breaking News: Commerce Dept. Chinese #Solar Panel Dumping Verdict Is Now In : http://t.co/k7QZS72I ->
RT @danahull: BREAKING: tariffs in #SolarWorld case. DoC numbers: Trina: 31.14 percent, Suntech: 31.22 percent, Others: 31.18. ->
RT @pvmagazine: China: CNPV to install 2.5 GW http://t.co/H06piJpF #solar #PV ->
China government may begin anti-dumping and anti-subsidy probe against US firms http://t.co/TNViNdXa #Solar ->
#SolarWorld's COO Boris Klebensberger seen over at Kerry Hotel #SNEC -> anyone can get a Chinese Visa! ->
The updated presentation schedules are posted at the Kerry Hotel rooms only #SNEC -> many chnages #Solar ->
REC Silicon -> FBR cash cost <$8 if built plant in China where most of the wafers are made anyway ->
REC Silicon CEO: polysilicon oversupply to last at least next 2-3 years, demand covered by 5 largest companies #Solar #SNEC ->
Oh here it is: Q+A: Charles Gay http://t.co/j9NqYTAC #SNEC #Solar Ex. "What is the quality you most admire in a woman? " 🙂 ->
#Solar power seeks spring thaw http://t.co/974C8nlr via ChinaDaily #SNEC $AMAT -> missing Charles Gay Q+A ->
Thanks! RT @CampRobertsServ: Camp Roberts Nanosolar Photovoltaic Project http://t.co/pXzdjrSg ->
Germany’s Environment Minister fired; successor named: pv-magazine: http://t.co/h42TmhHH ->
May, 2012: Report from PHOTON’s 1st Global PV Demand Conference on May 16 in Shanghai, China http://t.co/opjP3UdG #SNEC #Solar ->
I'll take the under RT @danahull: Betting pool on tariffs in #SolarWorld case: less than 10 percent? More than 30 percent? #SNEC ->
everyone is having a sale! RT @greentechmedia: Stion is Having a #CIGS #Solar Sale http://t.co/7ZdMSbve ->
Long march through the #SNEC Expo. Done the W's, now at E3 #solar ->
RT @PVBlog: @SVTC ’s 2012 #Solar Scorecard: Trina Solar scores 94 to lead the 2012 … http://t.co/4rMEn7AG $TSL $SPWR -> $JKS ->
#SNEC opening reception #Solar http://t.co/leD9UQBo ->
#SNEC #Solar Leaders Dialog http://t.co/Iwr1DRxD ->
RT @REWorld: How Enphase Energy is Staying Ahead of Its Microinverter Competitors http://t.co/FBQGWyKU #solar -> SMA http://t.co/m6HF70xZ ->
RT @cheynman: Smallish ad fr #SNEC on bottom of front pg of May 15 Eng lang China Daily; puff piece news story p. 16 Biz sec. #solar ->
Treadmill run to break from the clutches of severe jet lag ->
"@UciliaWang: China building a super highway for clean power, in my @gigaom post http://t.co/E52ueZaf #solar" -> saw State Grid ofc here ->
"@UciliaWang: #Solar woes continue with Sovello's bankrtupcy filing, in my @REWorld post http://t.co/JauhwjQI" ->
"@DigiTimesRSS: #Solar polysilicon pricing plunges as buyers flock to the spot market, says IHS http://t.co/KMMEvFXa" low < $20 already ->
China awaits for US verdict of anti-dumping and anti-subsidy investigation http://t.co/oNbv6GfF #solar on #SNEC Agenda ->
Jing'an Temple ->
http://t.co/xBAFMJkg is the best online resource I've found for visiting the city. #SNEC ->
Crystal Jade (Nanjing Xi Lu) for Dim Sum lunch. Recommended! ->
Small cracks, deliberate? "@Tesla_X: @edgunther that Great Firewall works huh?" ->
Really tough tweeting from China thus far ->
"@appleinsider: Apple reportedly in talks to acquire German HDTV maker Loewe http://t.co/0ZYlOqDH" Kronach, Bayern ->
Shanghai external building wash lights out 23h on Saturday. Move along folks … ->
Maglev ->
PVG ->