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Robert Dydo

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  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Snake, you should join us, I got 20% on the yearly subscription which is 6.6 per month until the end of this month. Our membership is growing and your analysis is wasted on yahoo. You bring a good element of the discussion. Take the appropriate space. It cannot be the cost, which btw, cash flow allows us to move to better server improved the site etc. Consider it as you are going to love it. http://bit.ly/1aRBHJc
    Nov 19 07:45 AM | Likes Like |Link to Comment
  • Raising Expectations For Trina Solar's Third Quarter Results [View article]
    I overspent on Opex in my estimate by some $15M, clearly not recognizing enough saving on local shipments. Few other things like income tax benefit etc as well as the 10MW conservative adjustment. Got the GM right and 39% as in shipment but that was revenue, so a lot more was shipped. Awesome, they have done it.
    Nov 19 07:42 AM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    I am sorry but those questions cannot be answered in this format.
    I suggest to join our discussion forum and things will be a lot clearer if you read materials and discussion there.
    http://bit.ly/1aRBHJc
    This is a fee-based site, most people who invest in stock market are able to afford $9.60 per month. Thanks
    Nov 11 03:49 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    A lot of people are happy. I read your comments on yahoo and have couple observations. We have very lively discussions and great analysis and massive amount of improvement in the data presentation, a lot more than you suggest. To contrary we have a solid membership count and our new PDF report, accompanying the data, became a great hit. I am amazed that avid solar investors choose existence on yahoo boards, but it a personal choice, but I suppose internet offers to many to be who they want to be not who they are. Another surprise is that $9 US dollars per month, amount one spends on a cheap lunch per day, is enough when it comes to forum quality. Cheers
    Nov 7 08:49 AM | Likes Like |Link to Comment
  • Clouds Lift For Canadian Solar, Suntech [View article]
    It is over today, news release of bankruptcy and in the future , short term delisting next. I hope Doug's article did not have people buy shares in STP.
    Nov 6 08:44 AM | Likes Like |Link to Comment
  • Clouds Lift For Canadian Solar, Suntech [View article]
    This is more what happened
    http://bit.ly/186niG0
    Nov 5 03:17 PM | Likes Like |Link to Comment
  • Clouds Lift For Canadian Solar, Suntech [View article]
    Doug, you made a mistake on STP. A lot of people got the same crazy idea that $500M benefit holding company Suntech Power Holdings.
    Nov 5 12:54 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Hi Snake, nice revisions from CSIQ and TSL. TSL in particular showing, good things for the sector. I am conservative in my estimates, and you know what I use for the forecasts. Do not have a good view or visibility to Chinese market for volume and even pricing there is not 100% clear. At any rate, excellent from both
    Nov 5 10:13 AM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Thanks Dan, I appreciate your opinion.
    Oct 30 09:40 AM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    I think the guidance itself when meeting my expectations, will up the volume and hopefully a good news on cost reduction on poly production, could do a lot of good. The GM increase produced should be also a good factor. Moving to Q4 boost to GM and volume should also open a path beyond 6.00. The warrant will be exercised, which is maybe a hold up condition, but if SOL crosses double digit GM, should be reaching 7 to 8 range in my view.
    Oct 29 12:53 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Hi Solar Guru, thanks for the excellent summary. YGE is destined to have shipment of 1GW based on their guidance and to date shipments. That will be something to digest for many. 2014 looks a lot better than this year for almost all of them. I suspect that JA bought ALD equipment from Solay and they can get even cheaper PERC cells out there, with high efficiency. It is getting exciting out there.
    Oct 29 09:49 AM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    They have smaller capacity of modules in relation to cells. This is the issue for them, as their value chain is unbalanced. If you look at the guidance they are offering underutilization for both, in fact, with most manifestation in cells. SOL will sell more modules in 2013 than JA and Hanwha will do the same.
    Oct 29 12:52 AM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Thanks always great hear from you
    Oct 28 08:11 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Hi Boss, we miss you at SPVI Forums.
    Yes, they have said that currency was favorable but I am conservative to be surprised. I think that they may even make money in this line.
    Oct 28 08:08 PM | Likes Like |Link to Comment
  • Q3 Profit Check For U.S.-Listed Chinese Solar Companies [View article]
    Hi Alex, certainly SOL is not the obvious choice. I think that CSIQ and JKS are the top notch picks. However, often market is so demanding that the smallest change may present a darling operator out of favor. I am concerned about Q4 guidance, in particular, lack of solar plant sales for Canadian. This is my speculation, which includes softness in the period after the earnings. On the other hand, SOL has no expectations. The company is being avoided by brokers; they seem to be disassociated with solid stock appreciation despite 156% YTD return. I am in a group of less obvious, which holds a risk, as well. I only moved last week, while I took excellent returns on CSIQ. I consider coming back to CSIQ at one point. The company is the best choice fundamentally, but in my current model I move a lot more in pursuit of returns.
    Oct 28 08:06 PM | 1 Like Like |Link to Comment
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128 Comments
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