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really nice to get feedback from investors that made from TSW - u're welcome mate! =) don't forget to top slice when the time is right.

i've left PVCS and plunged those funds into IQE. good luck to anybody still here.

have to agree that the update is slightly discomforting. net cash position of €77.1m at the end of June is bloody great but the fact that net income declined to €6.7m in the first half from €16.4m a year earlier is rather shocking. however, full-year shipments are expected to be at 320MW to 340MW, which is quite a substantial increase from 239MW for 2009. the divi cut is obviously to preserve cashflow, as an "insurance" should matters turn for the worse...but i wonder is PVCS also signalling further tough times ahead?

i found this some time ago but forgot to post it here :- http://www.yourrenewablenews.com/british+subsidies+trigger+%60solar+revolution'+under+rainy+skies_52683.html bloody good read. that is why i think market reaction to PVCS results announcement was wrong, selling on past news.

sharp is a customer of PVCS :- http://uk.reuters.com/article/idUKTRE67I13320100819 uk installations increase by 75% :- http://www.bloomberg.com/news/2010-08-11/solar-century-says-jobs-installing-panels-in-u-k-rise-75-after-incentive.html sharp says solar may grow 50-fold :- http://www.businessweek.com/news/2010-03-02/u-k-solar-industry-may-grow-50-fold-create-jobs-sharp-says.html frankly, 50 fold is too optimistic. just half of that would be enough, still a lot!

that's the first thing i noted! anyway, as i said...gotta run off now. will check the finances tonight - not to worry, PVCS is solid. p.s. regarding thin film vs silicon ingots - do some googling and i think most will agree that silicon will not fade away yet - prices for thin film must come down first!

if u mean thin film, it is not always better. silicon still has a strong hold in the industry due to it's optimisation and cost effectiveness. highly consumer-dependent. and imo, consumers will stick to the older tech for the moment. with PVCS, they have strong and long established partners in the industry which will provide good support.

don't be silly(no offence) mate. nothing material has changed - european move away from feed-in tariffs is being replaced by growing and emerging markets. but the share price has already priced in the loss of these markets. from a skim through, it looks like nothing much has changed drastically - in fact, the solar market has consolidated for growth. but i do wish they had mentioned the prospect of growing through sharp. anyway, i'll do some research on the figures tonight as i'm at work now. ttyl p.s. imo, this drop is a buying opportunity.

live price 6.5p on the ask now.

installation jobs rise 75% :- http://www.bloomberg.com/news/2010-08-11/solar-century-says-jobs-installing-panels-in-u-k-rise-75-after-incentive.html UK PV installations up 1500% this year :- http://www.newelectronics.co.uk/article/27017/UK-photovoltaic-installations-up-1500-this-year.aspx UK world's fastest growing solar market(i find this ironic! lol) :- http://www.emtworldwide.com/article.aspx?ArticleID=35812

it has stayed at the 40p range for almost 3 months now. if i were to speculate, i'd say we need positive news of credit availability in the coming months. if credit remains tight, i doubt the institutions would want to risk further capital in equities.

http://www.pressassociation.com/component/pafeeds/2010/08/13/construction_output_figures_soar?camefrom=media-finance

not yet. TSW is still climbing! made it to the top ten today. somebody wants those shares u hold badly.

btw, i meant to hold that share for 9 to 12 months, not a daytrade. short term fluctuations should be ignored. but it is at a good point on the charts to make a first entry.

homework for the weekend....lol. not asking u to buy but u can do ur research over the weekend. nobones4thedog, noticed ur already in a share i just recently spotted...the one in shipping. but the baltic dry index dropped 40% quite recently...think that could be holding that share back. but it appears to be a good company although not sure of the debt. jeff_tower - i think no one could have really predicted that, unless u took note of the calendar. it was a steep drop, notice the bottom feeders are already on HAMP. it was a share i once researched and changed my mind over it due to the (in my opinion) overly inflated intangible assets.

there was an RNS released yesterday :- http://investegate.co.uk/Article.aspx?id=201008110700118718Q main income earner is expected to grow by 50% in the next financial year 2010/2011. RHEP is still below NAV per share. they will need funding for the athena discovery where they have a 10% interest, JV with ithaca(IAE). but method of funding not decided yet, to be updated in the full update later this month. rheochem has interesting assets :- "Rheochem has an interest in three potentially high impact E&P assets in the UK North Sea. A 10% interest in Block 14/18b which contains the Athena discovery; a 100% interest in Block 14/11 containing the large Metis prospect; and a 90% interest in Block 14/26b containing the Thunderball gas discovery." let's see what the end of the month brings.

in case u are interested, i have another share recommended to me by a mate who is a solid fundamental analyst. it is just about the right time to make an entry(have been watching this share for 2 months), perhaps on friday or monday next week. i believe this share has the potential to grow 100% in the next 9 to 12 months, if not less, from current pricing. if u want to know which share it is, let me know.

sometimes u can forecast what's going to happen to the industry(like what i mentioned in my last post), and the chain effect/impact of your invested company. but for now, TSW appears to have quite a lot of momentum so stick with it and ride it all the way!! after all, even if u sold when TSW is 20% below it's peak, u would still profit - can't be greedy. and the share price would probably be on a downtrend then. knowing when to sell has a lot to do with how greedy u are! lol....

starting to move a little! anybody else here besides me?

...now u don't! haha... to be honest, TSW was a little shakey despite the tangible assets being an obvious multibagger in comparison to share price then. this was because of the low cash count...but things took a turn for the better when caterpillar(in US) gave a very bright outlook in their Q1 update. then TSW produced figures that showed they had actually increased their cash holdings...then the catalyst came, which was the huge director buys. the rest, as they say, was history. anyway, i think u did the right thing in top slicing. i've had shares i bought at the peak of the slowdown, made 350% on it, stuck onto my beliefs(like fundamentalanalysis here), only to see it back where it was a year later!!! the share in question was UNIQ. things are never always up for a company...so the right thing to do is top slice and lock in some profits. note that credit availability is expected to slowdown which will in turn impact construction, which will then in turn impact TSW's earnings. so yeah, it looks like the right thing to do, to stay ahead. not saying fundamentalanalysis is wrong here, as he appears to do deep research too. just make sure u know your risks and make an informed decision. always stay ahead of the herd/market!