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rreddi

rreddi
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  • JA Solar - A Great Company, But A Miserable Stock [View article]
    Robert,
    You hit all the right spots.
    A great Article indeed!!
    Oct 1 10:46 AM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: An Opportunity To Buy? [View article]
    Merlin is more realistic and complementary to the existing eco-system and totally make sense.
    Where as Hyperion still need to be proven. By calling this a game changer...is kind of getting ahead of ourselves.
    Sep 17 03:45 PM | 1 Like Like |Link to Comment
  • What Could Justify Apple's Big Investment In GT Advanced Technologies? [View article]
    Cost is not the problem here. It would be silly at this point of time, Apple backs away due to cost.
    However, there is a possibility that Apple may delay Sapphire phone for the next iteration.
    This may not affect Apple in anyway...but the delay may impact GTAT negatively at least in the short term.
    Jul 29 11:57 AM | Likes Like |Link to Comment
  • Solar Cell Efficiency Matters [View article]
    >>> "Killer Balance Sheet" ??
    As of Q1, Working Capital,
    JASO: $225.60 M
    TSL: $23.76 M

    JASO has the best Debt/Equity ratio among the peers and with the least debt and with more book value.

    I don't know, which part of the TSL BS makes you feel 'killer balance sheet'.
    Jun 10 02:40 PM | 1 Like Like |Link to Comment
  • Solar Cell Efficiency Matters [View article]
    >>Trina Solar has indicated that their 22% panels can be mass produced at roughly the same cost/watt as their other panels.

    Did n't they say the same with Honey cells a few years back? Look what happened to them now. Very little in production and appears not cost competitive.
    Jun 10 01:33 PM | Likes Like |Link to Comment
  • ReneSola: Do You Want To Buy This Lottery Ticket Ahead Of Earnings? [View article]
    Larry and others...Great discussion guys!!
    Jun 6 06:05 PM | Likes Like |Link to Comment
  • ReneSola - More Fuel Left In The Tank [View article]
    Sneha,
    Care to comment on the current situation at Renesola?
    Thanks & Best Regards,
    Rama
    Dec 11 06:09 PM | Likes Like |Link to Comment
  • Yingli Consolidates Its No.1 Position [View article]
    Remember STP...the largest panel producer?
    At this moment...YGE is over valued compared to the peers. From the valuation point of view...JASO,CSIQ,TSL are cheaper than YGE.
    Jun 28 04:06 PM | Likes Like |Link to Comment
  • Jinko Solar: Low Cost Solar Producer That Could Triple [View article]
    Jinko 's problem is its finances...and its scale. These guys are capped at 1200MW capacity. And with no cash to fund expansion...growth will be hard to come by.
    Jun 20 05:10 PM | 2 Likes Like |Link to Comment
  • Overseas Shipholding Group's Corporate Bonds [View instapost]
    Hi Julian,
    Is there a place where you can buy corporate bonds like the way we buy stocks?

    Thanks
    Rama
    Nov 16 03:06 PM | Likes Like |Link to Comment
  • What Does The Future Hold For DryShips? [View article]
    Still...the RIGS generating a lot of free cash flow...

    The thing that most worries right now...is the Drys ships loosing value day by day and breaking the covenants...requiring RIG shares mortgage on the table.
    George must be an absolute idiot opening the tankers fleet...right after floating rigs. Or...he must be milking money some how..at the expense of the share holders.
    Nov 16 11:47 AM | 1 Like Like |Link to Comment
  • DryShips - A Good Example Of How The Dry Bulk Industry Is Suffering [View article]
    May be George should take Internship at Navios Maritime to learn how to manage Dryships company.
    Nov 16 11:33 AM | Likes Like |Link to Comment
  • DryShips - A Good Example Of How The Dry Bulk Industry Is Suffering [View article]
    I think, 50% Debt /Asset ratio gives enough leverage for Dryships to refinance these maturing debts and roll over. This may not be a big issue...as long as they cut the CAPEX program which is ridiculous ..given the situation.
    Nov 16 11:32 AM | Likes Like |Link to Comment
  • DryShips - A Good Example Of How The Dry Bulk Industry Is Suffering [View article]
    Good analysis..

    "The company is bound to pay $750 million in 2013 and $1 billion in 2014."
    Are these payments include ship costs scheduled to be delivered in 2013 and 14?
    Or, simply the debt payments?

    I believe, all the drill ships (including future one) have been attached with contracts and are financed fully. That part is covered already.
    Nov 15 12:32 PM | Likes Like |Link to Comment
  • What Does The Future Hold For DryShips? [View article]
    By the end of 2013...Dryships will be operating 10 drill ships averaging 600,000$ a day per ship
    that is like 6M$ a day for all the drill ships

    6*365 M$ per year = 2.19B$
    65% stake = 2.19*.65 = 1.423 B$ per year revenue from drill ships alone

    If dry ships + tankers can fetch 565M$ per year revenue...

    Then ..beginning 2014...we are looking at 500M$ per Q reveneue

    With 20% net margin...100M$ net profit per quarter ...that is like
    one dollar per share EPS.

    On a fair value basis...with 10 PE ...we are looking at a 10$ share.

    The risk vs reward ...in 12 months is...like 1:4
    Nov 13 05:21 PM | Likes Like |Link to Comment
COMMENTS STATS
76 Comments
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