@blue okie - thank you for the pointing that , the article was not published in real time leading to the discrepancy . currently pepsi shows a 1 year return of ~15% http://bit.ly/Xj0rU2
Apple - Why We Are Changing Our Stance From Bearish To Bullish [View article]
perhaps I could not explain my thought processes correctly. What I meant to say is that it is tough to grow when you are already very big. Its easy for a small company say Sodastream to grow at a very rapid pace given its small market share, but it will be tough for a Coca Cola to grow given they already have a huge size.
Yahoo - Management Finally Unlocking Asset Value [View article]
@ajboo1 - perhaps it did not come out right. the point I wanted to make was that Yahoo has more upside under its current CEO compared to the last series
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
the cost varies , it is about $2.5/watt in Germny and $4-5/watt in USA. They last for 25-30 years. the degradation is around 0.2-0.3% per year. The problem with nuclear energy is the huge time and cost overruns . Another thing with nuclear energy is that uou can set up a 10 kw reactor on top of your house.
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
even if it goes for pennies how does it help. LDK goes bankrupt and its 15000 ton poly plant goes for pennies. lets say their overall cost is $30/kg with $25/kg for raw materials,power,labor etc. and $5/kg for interest cost to build the plant. GCL can make poly at $20/kg all inclusive. ASP is $18/kg now . Even if i buy this plant at not pennies but for zero value . how will that help me?
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
all equipment are not made equal even though it is mostly a commodity industry. Also for wafers to panels , the depreciation cost counts very little towards the overall cost. Also when most companies are running at low utilization why would you buy high cost equipment. you will never want to buy LDK's high cost poly factories or STP cell/module equipment.
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
@two - agree with you on the interest rates. but opex is not a problem in my view. you need a high opex to maintain a global sg&a team plus r&d to differentiate. opex should be effective.
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
that is correct for a normal industry. but do you think anybody would want to produce a high cost product in an industry where even the lowest cost producers are losing money?
Apple - Why We Are Changing Our Stance From Bearish To Bullish [View article]
Intel - Outspending And Outgunning Rivals [View article]
Pepsi - Too Much Froth [View article]
http://bit.ly/Xj0rU2
SunPower - U.S. Innovation Vs. Chinese Low Costs [View article]
Apple - Why We Are Changing Our Stance From Bearish To Bullish [View article]
Yahoo - Management Finally Unlocking Asset Value [View article]
Yahoo - Management Finally Unlocking Asset Value [View article]
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
Should You Buy Yingli, The Largest Solar Panel Maker? [View article]
Alcoa - Dragon Hurting Both Demand And Supply [View article]
Potash: Buying A Share In Abnormal Cartel Profits [View article]