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Sneha Shah  

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  • Petrobras - Avoid Due To Both Macro And Company-Specific Headwinds [View article]
    Though PBR is a state owned company and should not go bankrupt, it is not giving shareholders the returns they desire. The company is mired in controversies and is suffering from the oil price downturn. The government is playing the company in its own sweet way. Debt is increasing, profits declining, yield is not improving and moreover the oil price improvement looks like a distant happening. Looks like there are little chances for the company to turnaround.
    Sep 23, 2015. 02:17 AM | Likes Like |Link to Comment
  • Why Exelon Remains A Buy [View article]
    Utility stocks are owned by investors for their dividend yield and do not show drastic variation in prices in the long run. What I best like about EXC is its increasing inclination towards clean asset exposure. I believe the stock should leverage from the clean energy revolution in USA, as I mentioned in the article that EPA's decision could be taxing on utilities relying on coal for their power production.
    Sep 21, 2015. 01:03 AM | 3 Likes Like |Link to Comment
  • Teekay LNG Partners' (TGP) CEO Peter Evensen on Q2 2015 Results - Earnings Call Transcript [View article]
    Yes this is for Teekay Offshore Partners (TOO)
    Sep 9, 2015. 02:25 AM | Likes Like |Link to Comment
  • First Solar - Impressive Cost And Technology Improvements [View article]
    The main concern for me is First Solar's thin film technology focus, which is still not gathering enough popularity. The upside here for FSLR is firstly, thin film modules are best suited for environment like India, where First Solar already has a strong presence and should benefit from the strong growth India is witnessing. Secondly, the recent news of TSMC exiting thin film and Hanergy losing ground will also reduce some competition for FSLR. First Solar's performance has been improving in high temperature and high humidity climates making it more competitive with others.
    Sep 7, 2015. 01:31 AM | 1 Like Like |Link to Comment
  • Enphase Energy: Stock Price Tumble Presents A Good Opportunity To Buy [View article]

    There have been numerous case in the past where acquisitions have taken place like SunPower buying SolarBridge. There have been many stories in the solar inverter industry, where small inverter companies have been bought like ABB buying Power One and AEIS buying Refusol. I do agree with your point that there is not a high barrier to enter the inverter business. But given Enphase's low valuations and zero debt balance, the proposition looks attractive.
    Aug 22, 2015. 03:49 AM | Likes Like |Link to Comment
  • TerraForm Power - A Great Mix Of Growth And Yield [View article]
    @Danielvincer, Terraform is a spin off of the world's largest renewable energy provider, and thus has quality projects from its sponsor. The projects' duration is generally 15-20 years, with creditworthy parties having good rating and providing sustainable cash flows.
    Jul 28, 2015. 09:06 AM | Likes Like |Link to Comment
  • TerraForm Power - A Great Mix Of Growth And Yield [View article]
    @Rienk The company is taking on more and more debt to finance its business. The company will first use its revenues to pay off debt. The debt will increase as TERP is expanding currently. The company already has so many projects, plus some of them are still there in warehouse. Hence its natural for the debts to increase. And yes you are correct they subtract the interest portion before arriving to the profit, that they distribute as CAFD.
    Jul 28, 2015. 07:00 AM | Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    The wind industry has mostly matured now. Compared to that solar industry is still in a developing phase. There is a lot of scope of technology development, declining costs etc. Hence, solar companies like CSIQ, JKS have better prospects for growth.
    Jul 25, 2015. 06:08 AM | 1 Like Like |Link to Comment
  • SunEdison Moves To A Higher Growth Curve Through Its New Acquisition Strategy [View article]
    SunEdison has been successful so far in raising capital from outside. Its yieldco Terraform Power is also accumulating funds to buy the projects from SUNE. SunEdison is thus also leveraging from TERP to fund its acquisitions. It is the largest installer in the utility/ commercial space. Further with the acquisition of Vivint Solar, it will be able to capture a significant portion of the residential market as well. VSLR is expected to contribute 28% of SUNE's 2016 revenue.
    Jul 21, 2015. 08:23 AM | Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    @ Moose, That is always the risk when investing in emerging markets
    Jul 21, 2015. 08:06 AM | Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    @ecofreedom MY was ranked 8th in the top ten wind turbines OEMs globally up from 9th last year, with companies like Vestas, Gamesa, GE, Siemens, Suzlon etc. It is a major wind turbine producer in China and contributed a majority 60% of the total installations in China the last year, which is the largest wind market globally and is looking at increasing its wind installations aggressively.
    Jul 19, 2015. 06:15 AM | 2 Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    @Mathias REnergy was amongst the largest suppliers of components to MY. Yes it is a related company to MY but in my view, it is a good move since the acquisition will bring down the costs and also improve MY’s product quality and reliability. The transaction which was fully approved by the Audit Committee of the Board, will also put an end to the related party transactions between the two entities. The purchase consideration consisted of $149 million of which $48 million was in cash and the remaining consisted of ordinary shares which were issued at a premium to the ADRs of MY.
    Jul 19, 2015. 06:15 AM | Likes Like |Link to Comment
  • 8point3 Could Suffer From Having 2 Sponsors [View article]
    I am not happy with the type of the projects in CAFD's portfolio presently. The yieldco needs more high return projects from its sponsors, otherwise it might lose the game. TERP is gaining new heights, just on the strength of the projects it acquires from SunEdison. It is also actively looking at acquiring projects from third parties.
    Jul 19, 2015. 05:37 AM | Likes Like |Link to Comment
  • ReneSola: Too Many Frequent Changes In Strategy [View article]
    I agree with you soosan921, but the company has been too frequently changing its focus. Given the massive debt that the company has, I think it can be difficult for the company to succeed.
    Jul 8, 2015. 10:49 PM | Likes Like |Link to Comment
  • Daqo: Decent Results But Doubtful Sustainability [View article]
    GCL Poly is one of the lowest cost manufacturers of both poly and wafers, due to its massive scale and production base in China.
    Jun 29, 2015. 10:07 AM | Likes Like |Link to Comment