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PV Crystalox Share Discussion Threads
Showing 7001 to 7024 of 7025 messages
|As i mentioned in 6225 it could easily move from 15p to 30p due to lack of resistance on the chart
although it's 'melting up' rather than gapping up|
|Sod it. I've got back in. I suspect something is brewing...|
|Bit of volume today, any news?|
|Still keeps creeping up, which is very annoying!|
|Quite a few 20/30k buys this p.m.?|
|Well, I have added at over 20p but I built my original stake at 9.5p which has been the saving grace for my otherwise pretty poor portfolio this year.
I don't expect them to even get back to profitability on operations in the foreseeable future. I am only here for the customer payout.
I get the feeling that the management of PVCS are trying to do a deal whereby they will resume supplying the customer but obviously at a hefty premium to the spot price so that the customer can effectively reimburse PVCS over a number of years as opposed to having to come up with say 40M Euro in a single hit.
I would much rather that they get the cash in a lump sum and then liquidate the business as I would imagine that there would be at least 50p per share after all closing down costs given the current cash held and the compensation.
One way or the other we must be in the end game now so I will continue to accumulate|
|Polysilicon prices flat this week. Wafer prices down 1-2%.|
|I think others may have had the same cunning planning zcaprd (including me!)|
|Keeps going up. My cunning plan is unravelling...|
|Both the sights for this week's update -16th Nov - report flattish prices, slight falls or slight rises.|
|Hi Choccywoccy, yeah, I saw pvinsights was giving "better" results, but I've been giving the data from another site, so continued with that series.
Initially, I thought the flat results were merely a lack of update, but not so. They use a different selection of manufacturers and methododlogy to pvinsights. So there will usually be differences between them on a weekly basis. However, over two months, Both series show very marked rises in wafer prices, with polysilicon prices creeping up too. Good!|
|Seems to be creeping up... I was hoping to get back in before any news.|
|CJohn, this site (hxxp://pvinsights.com/) shows prices continuing to rise. One of the other sites I regularly look at doesn't seem to have updated prices, they all look flat which seems unlikely. Looks to me as if recovery continuing (albeit after a desperate fall earlier in the year).|
|This last week, wafer prices are flat as are polysilicon prices.|
|And another week of rising wafer prices - rises between 1 to 7% depending on wafer type. Polysilicon prices are up 2.7%.
I think production must now be close to break even on cash flow basis.|
|Another week and another significant rise in solar cell prices, this last week to the order of 5-6%. Polysilicon prices have begun rising too, but less fast. This makes about 6 solid weeks of rising prices. I'm away from my information files travelling and can't remember at what price of cell (vs polysilicon) PVCS break even on a cash basis. Does anyone on here remember?
In the circumstances described in the RNS, it makes obvious sense to hold. Evidentiary hearings can not be put off indefinitely. Hence this postponement must reflect a desire on the part of the "defendant" to settle that the arbritrators consider is genuine.|
|Oh, you mean their multiples of market cap comment was pre brexit? And now the award will be higher still as we assume its in euros again?|
|Running costs are sunk and accounted for.
The currency gain of 30%+ since Brexit has not been accounted for because we don't know what the eventual settlement value will be.|
|Original date was July for the evidentiary hearing...|
|Seems less binary now. Is trinary a word?|
|That doesn't cover the running costs (at a loss more often than not) over the last few years...|
|It's certainly been beneficial for PVCS to wait so far. Huge 30% gain on currency translation so far !|
|seriously.....what is the point in having an arbitration date if the potentially losing party can just ask for it to be forever postponed!
I agree that the third party clearly knows that they are going to lose and will want to settle in some manner that means they don't have to hand over potentially 50-60M euro in one go but are now potentially willing to start taking product at an inflated price which would effectively spread their settlement costs over several years.|
|I usually find that the time pressure of an imminent hearing, is what leads to a settlement! ... Mediation is done "without prejudice" but a judge would know if the idea was rejected out of hand by the claimant, and wouldn't like that. I think the payment will come, but who knows when?|