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From: hasangp...@gmail.com
Date: Mon, 14 Apr 2008 06:25:09 -0700 (PDT)
Local: Mon, Apr 14 2008 9:25 am
Subject: Re: TSL not to build its poly plant!!!
Chris. Things have not changed since TSL inked to purchase $59M poly
plant. Now it is extremely difficult to raise mega fund against its balance sheet in China as well as in US. I track poly spot price and it actually rose since their poly equipment purchase. Poly's spot price is now north of $400/Kg (cost is mere $40/Kg). I have no position in STP but maintain positions in TSL that is a trading stock to me. I simply advised jaz that, for long-term growth solar, STP is a safer bet than TSL. Traders like me prefer TSL as it is more volatile and provides a lot of opportunites. See U on May 18 week when TSL announce their 1Q08 earnings. You must Sign in before you can post messages.
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