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Asaf Ferber  

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  • How Bright Is This Solar Rally? [View article]
    you don't know what you're talking about, the United States’ solar photovoltaic market is to double in 2012. and will reach 6.4 GW by the end of 2015. the chinese market is also to triple the next 2 years. the DEMAND from us and china will be as 4 to 5 times HIGHER. that means revenues will soar at least 2 to 3 the next 2 years.
    Oct 7, 2011. 05:57 AM | Likes Like |Link to Comment
  • A Missed Opportunity in Canadian Solar [View article]
    up more than 300% since I first bought it

    seekingalpha.com/artic...

    still, CSIQ has a low P/E = 13 for 2008 and P/E = 9 for 2009

    do your math.

    Jun 26, 2008. 04:55 PM | Likes Like |Link to Comment
  • Xinhua Finance Media Offers Growth and Value [View article]
    thank you for making it clear to me that you are good in babbling, and nothing else. there is no point argue with someone with nothing but propaganda.
    Jan 11, 2008. 03:18 AM | Likes Like |Link to Comment
  • Xinhua Finance Media Offers Growth and Value [View article]
    tell me you're joking... no point of 'guessing'? well, there's a point trying to Estimate a company's value as an investor, isn't it? and it's even more relevant if you have a growth company in your hands which trades at less a half of the price of which it has been IPO'd, isn't it so?

    and can you tell me please, what exactly is the danger of being an ally and a business partner to one of the most powerful governments in the world?

    and Ron Burkle, one of the richest men alive, is thinking the same as me. he bought 6.2% of XFML at the price of $6 per ADR, and you can be sure that if a businessman like him invested roughly $25M in a company, it was after his lawyers and accountants did their D.D.
    and don't forget who's one of his closest friends - the Clintons. it could be nice to have the former and future presidents of the US on your side.





    Jan 10, 2008. 06:26 PM | Likes Like |Link to Comment
  • Xinhua Finance Media Offers Growth and Value [View article]
    I think it has nothing to do with it since the chinese government is acting towards open markets. I don't see how it can possibly heart XFML. I also think 2008 will be the year of chinese firms, and just look at the outstanding growth in sales of XFML and understand they control a booming market in its initial steps. you can buy a piece of it in less than 90% of book value at the moment.

    I wrote about it in $5.64, I think this price reflects all worries. if you want to short stocks, at least do it with stocks with high multipliers.

    Jan 10, 2008. 01:02 PM | Likes Like |Link to Comment
  • Xinhua Finance Media Offers Growth and Value [View article]
    Xinhua News Agency (XNA) is the largest news and information gathering and release center in China and has bureaus in more than 100 countries and regions worldwide. Its partnership with Xinhua Finance dates back to 1999, when its financial information division, China Economic Information Services, signed a 20-plus-10 year agreement for the formation of Xinhua Financial Network. This agreement is exclusive with a non-compete clause, allowing XFML to create and use its name for the services and products they have today.
    Jan 10, 2008. 05:53 AM | Likes Like |Link to Comment
  • Xinhua Finance Media Offers Growth and Value [View article]
    No. though it has the same name, it has nothing to do with the state's Xinhua. XFML is a fully independant firm in china, and most of its revenue comes from advertising, and not from news as some may think, so even if you talk about that kind of risk - it is limited.
    Jan 9, 2008. 04:49 PM | Likes Like |Link to Comment
  • LDK Solar: Soon-To-Be World Leader? [View article]
    notice that all of the $2.3B contracts have been signed during Q3 alone, and additional contracts are expected to come.
    Oct 30, 2007. 06:21 AM | Likes Like |Link to Comment
  • Three Cheap Clean Energy Stocks [View article]
    I think so too... next month are the reports. LDK will be the first at the 1st of November. I think we are about to see strong and sharp moves up at those three. right now the prices are: LDK - $38, CSIQ - $9.3 and TSL - $54, just for the record... :-)
    Oct 26, 2007. 11:25 AM | Likes Like |Link to Comment
  • Why Lazard is Wrong About LDK [View article]
    in $25, P/E for 2007 is = 17.5 and P/E for 2008 is 9.3

    are they stupiid? renewable stocks have an average P/E of 50-60 so a $25 is unreal. actually, $75 tag is much more real.


    Oct 24, 2007. 12:49 PM | Likes Like |Link to Comment
  • LDK Solar Needs To Communicate More Clearly [View article]
    you have a mistake in your data. LDK's market cap is currently $4.2B.
    CSIQ's market cap is currently only $261M. LDK trades 16 times CSIQ's worth. and where will they bring the money from? where do you think? this year alone CSIQ's sales expected to sum up to more then $260M !!
    next years expected to be as twice as strong with more than HALF A BILLION $. that's where the money comes from.

    Oct 23, 2007. 02:28 PM | Likes Like |Link to Comment
  • LDK Solar: The Pros, the Cons, the Recap [View article]
    you have a mistake. forward P/E is 15, based on expected $2.7 net profit per share for 2008. this calculation is not including the last 2 contracts with SOLF and CSIQ (the last one is more than half Billion $ contract!)

    I assume that for $40 a share, we have f P/E = 10-12.

    yes, it is very cheap.
    Oct 22, 2007. 05:04 PM | Likes Like |Link to Comment
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