Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Kris, CSIQ is a strongest potential for double. What is the difference between American company with production facilities in Malaysia, versus Canadian company with production facilities in China? Perhaps EU tariff. The impact s disputed. Of course the PE for potential earnings and complete financial community blindness is another.
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Thanks Kris, I am not comfortable to predict stock prices, nor I am authorized to give an investment advice. In my very private opinion, profit in second half could spell a 30% to 50% increase from current levels. End of the year could be even a double based on today's prices, if 2014 looks stable.
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
The company guidance is the last visibility, but as much as Q4 actual report showed correlation to delivery quantity, you can correlate deliveries in Q1 to it. I have not disclosed details what that delivery quantity looks like but I hinted how it fared compared to past and versus Q1 guidance. I consider 66% of volume increase QoQ as very positive condition but it is a top of the iceberg for at least couple of the names. You are not looking at any facts but using your bias to serve criticism, how do you move freely assessing something you have never seen? Statistical relationships, between events and operational dynamic of each company can indicate the future changes, which include growth, decrease of flat results. Any analysis, builds first a model of relationships and then introduces newer factors with the same description to it, to predict the future. I am not sure what you are looking at to deny value of it. Article clearly states expectations for profitability still remaining in H2 for those who missed it. "Blowout" is used in the statement "could indicate". Moving a range from 8-10 to 9-10 is an increase of the outcome, for me.
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Snake, for someone who has not seen any of those figures your opinions are very well...opinionated. You are shooting wide in hopes to hit the target. No amount of “deduction” replaces real data. “The suggestion that shipments is for revenue in the quarter is not always true. As noted with TSL shipments may be headed to in house stocking locations (wherehouses) to have modules available for orders.” I think I have stated it this is why we using comparison to Q4. Since the Q1 shows a lot more activity we have chance to be right instead of wrong, statistically. In regard the CSIQ guidance has been increased as per PR, and to numbers offered prior for Q1. I spent no time explaining why GM was increased, what is the point of the tirade on it?
What Are Suntech's Options As Debt Payment Looms? [View article]
company issued a forbearance by contacting 60% of bond holders and getting an extension till May 15th. The settlement does not need to be announced now, if in fact that was the outcome. Curious if bond holders who agreed knew about bankruptcy potential? After assets are sold from reorganization it could make sens that holding company could have a share to pay the part of the bond. Asset ownership after all is done, could be interesting.
What Are Suntech's Options As Debt Payment Looms? [View article]
The bond issue is resolved CDB has guaranteed half of the bond to be extended for 6% interest to next five years. The other half will be converted with adjusted pricing, probably at rates around $1 to $2, so expect 285M worth of stock to be added to ADS. Of course the company also had an opportunity to buy this bond at 0.40 on the dollar, applying market to reduce this obligation substantially. Bottom line Suntech will have added equity, less debt and will go on. The question is what will it do to the price of the stock.
Trina Solar: As Debts Come Due, $14 Billion In Off-Balance Sheet Liabilities [View article]
According to Trina's Chinese website company not only responded to the fabrication but it is going to retain the right to hold responsible parties accountable through legal channels http://bit.ly/RNijXd According to SA disclosure you are on your own Richard.
Trina Solar: As Debts Come Due, $14 Billion In Off-Balance Sheet Liabilities [View article]
what is disclosed by the company is a fact. How is presented is not. Gene, you are right. Article has a lot text and may impress people due to sheer volume of data. Trina may have issues but their are other in nature than its debt.
Trina Solar: As Debts Come Due, $14 Billion In Off-Balance Sheet Liabilities [View article]
$14.5B in contractual agreements for purchase of equipment and raw material, 90% of it with GCL. Contracts are negotiable, and they have been negotiated down to price per kg. As year goes buy pricing will change and so the obligation amount. Short term borrowing is recycled monthly, this amount went down from Q2 to Q3, bonds are up but that is 88M, worth around 60M now. Seem like someone got caught with their short last week, and now the damage control. Impressed amount of work on putting so much irrelevant information together to get the stock down. Congratulations
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
I am not comfortable to predict stock prices, nor I am authorized to give an investment advice. In my very private opinion, profit in second half could spell a 30% to 50% increase from current levels. End of the year could be even a double based on today's prices, if 2014 looks stable.
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
You are not looking at any facts but using your bias to serve criticism, how do you move freely assessing something you have never seen? Statistical relationships, between events and operational dynamic of each company can indicate the future changes, which include growth, decrease of flat results. Any analysis, builds first a model of relationships and then introduces newer factors with the same description to it, to predict the future. I am not sure what you are looking at to deny value of it. Article clearly states expectations for profitability still remaining in H2 for those who missed it. "Blowout" is used in the statement "could indicate". Moving a range from 8-10 to 9-10 is an increase of the outcome, for me.
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
Chinese Solar Module Exports Show Record Growth During Q1 2013 [View article]
You are shooting wide in hopes to hit the target. No amount of “deduction” replaces real data.
“The suggestion that shipments is for revenue in the quarter is not always true. As noted with TSL shipments may be headed to in house stocking locations (wherehouses) to have modules available for orders.” I think I have stated it this is why we using comparison to Q4. Since the Q1 shows a lot more activity we have chance to be right instead of wrong, statistically.
In regard the CSIQ guidance has been increased as per PR, and to numbers offered prior for Q1. I spent no time explaining why GM was increased, what is the point of the tirade on it?
What Are Suntech's Options As Debt Payment Looms? [View article]
What Are Suntech's Options As Debt Payment Looms? [View article]
http://bit.ly/Zs6N1Y
English summary
http://bit.ly/16krcg3-
What Are Suntech's Options As Debt Payment Looms? [View article]
What Are Suntech's Options As Debt Payment Looms? [View article]
Trina Solar: As Debts Come Due, $14 Billion In Off-Balance Sheet Liabilities [View article]
http://bit.ly/RNijXd
According to SA disclosure you are on your own Richard.
Trina Solar: As Debts Come Due, $14 Billion In Off-Balance Sheet Liabilities [View article]
Trina Solar: As Debts Come Due, $14 Billion In Off-Balance Sheet Liabilities [View article]
China's November Solar Shipments Add Concerns About Q4 Estimates [View article]