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dydo

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dydo last won the day on February 6

dydo had the most liked content!

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About dydo

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  • Location :
    Canada

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  • Portfolio %
    PEGI, SGMO

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  1. I like the fact of margin being plus 20% likely now less than 4 cents. The ability to build solar plants and the cost of energy produced is a show of delivery for renewables having this cost. CSIQ is still worth a $1B and so is SPWR. Canadian delivered its business model but the price is really frozen in time. Maybe the next 10 years will be the decade of solar?
  2. dydo

    Beyond Solar

    updated index
  3. A lot of events in this industry, but not much capital appreciation. Interest rates steadied or perhaps on a drop side, could change it still over 7% dividend and steadily recovering to 80% pay out. NEP looks good too .
  4. I have reentered the land of renewables with investment in Pattern.
  5. dydo

    Beyond Solar

    updated index
  6. Awesome update from CSIQ. Beat on Q4.
  7. dydo

    Beyond Solar

    My second recommendation is Sangamo Therapeutics, SGMO. By Feb 7, the company will have a delivery of the results in MPS II and MPS I. They are first in the world to edit the human genome in vivo. MPS II results were released in September where the application reduced negative byproduct GAGs. In Feb expectation is to confirm that IDS enzyme is produced therefore GAGs are reduced by patients' production of IDS, a deficit of the enzyme is a sole root-cause of MPS II disease. The stock volatility may be very high. However, for those with risk acceptance, now and next 7 trading days from today, the stock could move 10 to 15%. If something fails a 20 to 30% may be experienced on Feb 7. There are more stories to this company. If I will see that Feb 7 is validated I will offer a bigger summary. Proceed at your own risk and good luck.
  8. dydo

    Beyond Solar

    Hi all, since I recommended this stock the return is 61%, from Dec 26th, at 16.83 to 27.24 today. By Feb 28th EMA will or will not issue a recommendation to approve Andexxa in the EU. Based on this outcome I expect the stock to reach $40s by April. The target is still $70 by Q3, the company continues to be a buyout target, in a range of $70 to $100 per share.
  9. I wonder if there is an announcement pending?
  10. Defying gravity? Seem to take of easily these days.
  11. Thank you MVA and Mark for your kindness. It is a while since I had an article published, and even though I enjoyed the exercise I am out of touch with the industry for an equal amount of time. I reduced myself to a lurker at this point and have no plans to come back to those dear subjects of ours. Interestingly solar is quite strong, especially CSIQ. I think as usual the forecasts and predictions are somewhere in the middle. I think CSIQ is going to do well and I expect them to beat forecast offered thus far offered here. Good luck to you all
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