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Robert Dydo

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  • The New Chinese Solar Tax Break Is Illusive [View article]
    They get burned in the minute ? they did not get burned projects are build check at the investment line of $166M, I hope you know accounting. These are cash resources on deposits longer than a year. They are already profitable. I would suggest check some articles here
    http://bit.ly/vQdiyq
    If you are interested in writing articles with fundamental backing (thanks for correcting nonsense by bloomberg about credits to manufacturers) then let me know.
    Oct 9 08:56 AM | 1 Like Like |Link to Comment
  • Canadian Solar's Parabolic Rise Provides Excellent Short Opportunity [View article]
    hey outsmart, you should rejoin the SPVI Forums, people there understand solar
    Oct 8 03:31 PM | Likes Like |Link to Comment
  • Canadian Solar's Parabolic Rise Provides Excellent Short Opportunity [View article]
    You claim you short the stock, so question is at what price? No, it is simple to say that is what makes market. You do not know the company but you suggest to sell short because stock went up? You called margins as red, while the company had 12.8% GM, you see unrealistic profitability on what? They sold $92M solar plants at 25% GM to be part of the Q3 revenue. $12M loss was caused by $20M Forex. Condition, which has changed in Q3.
    Good luck with your short, but certainly if you do not know facts you play with fire.
    Oct 8 02:49 PM | 2 Likes Like |Link to Comment
  • The New Chinese Solar Tax Break Is Illusive [View article]
    while you at it check Canadian Solar holding and operating solar plants and even have Samsung buying their services.
    Oct 8 02:05 PM | Likes Like |Link to Comment
  • The New Chinese Solar Tax Break Is Illusive [View article]
    you should check JKS, as they own it a lot of plants.
    Oct 8 02:04 PM | Likes Like |Link to Comment
  • Canadian Solar's Parabolic Rise Provides Excellent Short Opportunity [View article]
    CSIQ will make 0.47 per share in Q3. Your advice is completely irresponsible. Can you share what did you shorted with? Considering it takes 24 hours to post here, with last price above $19?
    Oct 8 01:03 PM | 4 Likes Like |Link to Comment
  • JinkoSolar's Stock Is Likely To Lose 15% - 25% Of Its Shine In The Fall [View article]
    Follow solar on SPVI. You can understand details I have in my articles,
    More details and articles on solar.
    http://bit.ly/1eMmn4Z
    forum is not free but info is priceless
    http://bit.ly/1eMmn50
    Sep 27 09:13 AM | Likes Like |Link to Comment
  • JinkoSolar's Stock Is Likely To Lose 15% - 25% Of Its Shine In The Fall [View article]
    Not really, fundamentally the stock is cheap even including this increase. like I said before, most of the articles on SA are written to induce either buy or sell actions. I suggest anyone interested in fundamental reviews of JKS and solar companies to visit our site. Nobody there made a mistake of assessment offered by David. Again, very few people care one way or another about this industry today and more so for Chinese, but things have shifted dramatically and the shift is on, all to the good.
    Sep 20 10:52 AM | 1 Like Like |Link to Comment
  • JinkoSolar's Stock Is Likely To Lose 15% - 25% Of Its Shine In The Fall [View article]
    The market has disagreed with the author. curiouscat do some mind walking to figure things out. Check this investors site for articles on JKS which are fundamentally rich in info and written as the bonus for people who want to know more, instead selling agenda.
    http://bit.ly/1a9MXQd
    Sep 20 10:01 AM | Likes Like |Link to Comment
  • JinkoSolar's Stock Is Likely To Lose 15% - 25% Of Its Shine In The Fall [View article]
    I study industry and individual companies. JKS has become first among US-listed peers to earn the profit. The Q3 conditions have both improved in volume and ASP. I expect not only repeat but increase earrings in next two quarters. I can see the company to earn at least $2 to $3 per share in 2014. I am not surprised, but very few people including analysts have a remote idea what is happening in solar today. I suppose the debate is if the market is going to give JKS PE of 10, which would make the stock appreciate few dollars or more.
    Sep 18 09:21 PM | 2 Likes Like |Link to Comment
  • JinkoSolar's Stock Is Likely To Lose 15% - 25% Of Its Shine In The Fall [View article]
    You expect the company, which made 0.36 during second quarter this year to make $0.49 per share for the full year in 2014? Even if they repeat this quarter four times it is $1.44 and PE of 12. This would be a poor performance by the way. I am not sure if you know what you are talking about with such a gross technical errors.
    Sep 18 09:08 AM | 4 Likes Like |Link to Comment
  • Q2 Profitability Check For U.S.-Listed Chinese Solar Companies [View article]
    They will all do well.
    You should vsist our new forum site
    http://bit.ly/1aRBHJc
    Jul 28 10:13 PM | Likes Like |Link to Comment
  • Q2 Profitability Check For U.S.-Listed Chinese Solar Companies [View article]
    More info and data for serious investors available with May edition of GADP and Chinese Module Exports
    http://bit.ly/17VNw34
    Jul 4 09:40 AM | Likes Like |Link to Comment
  • Canadian Solar - Best Of Both Worlds [View article]
    Considering that $440M of the companies liabilities are value of project assets the company has limited debt, equal to China Sunergy and JA Solar. A lot better than anyone in the group and the scale of opportunities.
    In this also inaccurate that EPC has improved companies performance. CSIQ was running almost purely on manufacturing and kits. Only this year you will see the solar plant revenues and they will make CSIQ one of the hottest stocks in the segment. Hold them while you have them. It should do well from here.
    Jul 2 08:54 PM | 1 Like Like |Link to Comment
  • Q2 Profitability Check For U.S.-Listed Chinese Solar Companies [View article]
    Look for the interview with HSOL on SPVI perhaps as soon as this week. That tech is apparently owned by Hanwha Solar, but I am sure it would be shared.
    Jul 1 04:06 PM | Likes Like |Link to Comment
COMMENTS STATS
128 Comments
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