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seekingalpha.com/article/...tter-news-than-what-you-are-seeing
Summary
Recent articles have left out the most important information.
Articles mentioned Trina Solar's 200MW project award, but not the pipeline of Zonergy projects to follow.
Articles discussed the 2014 goal reduction in China, but not the massive increase in subsidies.
Trina Solar appears to be oversold ahead of upcoming positive announcements.
Critical details seem to be missing from recent articles so I thought I'd shed some light on them.
Yes, Trina will supply 200MW of modules to Zonergy but there is more to the story than that. Zonergy has an extensive pipeline of solar projects planned and they "look forward to building a long-term, strategic partnership with Trina Solar." This is likely to be far more than just a single 200MW project. Trina is expecting to supply systems for Zonergy's rapidly-growing roster of solar projects.
Another item I'd like to mention is the lack of articles about the upcoming increase in China's rooftop subsidies. Apparently, in some cases the increase could be as much as 55 percent. Articles have been discussing the reduction in China's 2014 installation goal but they ignored the key corrective action.
Conclusion: I would expect additional project awards and upcoming subsidy announcements (a formal announcement vs. the current rumor) to move Trina Solar (TSL) up significantly.
here an article about rooftop subsidies:
www.scmp.com/business/commodities/article/...er-subsidies-55pc
Summary
Recent articles have left out the most important information.
Articles mentioned Trina Solar's 200MW project award, but not the pipeline of Zonergy projects to follow.
Articles discussed the 2014 goal reduction in China, but not the massive increase in subsidies.
Trina Solar appears to be oversold ahead of upcoming positive announcements.
Critical details seem to be missing from recent articles so I thought I'd shed some light on them.
Yes, Trina will supply 200MW of modules to Zonergy but there is more to the story than that. Zonergy has an extensive pipeline of solar projects planned and they "look forward to building a long-term, strategic partnership with Trina Solar." This is likely to be far more than just a single 200MW project. Trina is expecting to supply systems for Zonergy's rapidly-growing roster of solar projects.
Another item I'd like to mention is the lack of articles about the upcoming increase in China's rooftop subsidies. Apparently, in some cases the increase could be as much as 55 percent. Articles have been discussing the reduction in China's 2014 installation goal but they ignored the key corrective action.
Conclusion: I would expect additional project awards and upcoming subsidy announcements (a formal announcement vs. the current rumor) to move Trina Solar (TSL) up significantly.
here an article about rooftop subsidies:
www.scmp.com/business/commodities/article/...er-subsidies-55pc
