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dydo

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dydo last won the day on July 21

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About dydo

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    Airdrie, Alberta

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  1. dydo

    Canadian Solar (CSIQ)

    Who knows the 5% gain could be a reaction to this news. Perhaps they have another buyer lined up. Did prices of solar plants increase in value under Trump politics?
  2. dydo

    Canadian Solar (CSIQ)

    They will likely sell them to someone else, but it is not helping.
  3. dydo

    Canadian Solar (CSIQ)

    August 14th CSIQ reports Q2, JKS day before
  4. dydo

    SunPower (SPWR)

    Yes. You are right. The asset sales like one 8point3 Energy Partners was recognized in the cash flow. That transaction of $360M turned around $2M cash after they paid the debenture off. Those are likely in the other income on the income statement. Despite the toss of high figures from another asset selling, the net income loss/deficit will wipe the equity to a negative figure, as they are included. That is the state of Yingli in a making. SPWR is on the cusp of bankruptcy, imo.
  5. dydo

    SunPower (SPWR)

    I thought to have one of $35M faced with I quote below was explaining it: "The company's third quarter GAAP guidance is as follows: revenue of $425 million to $475 million, gross margin of negative 1.0 percent to positive 1.0 percent and a net loss of $215 million to $195 million."
  6. dydo

    SunPower (SPWR)

    Sounds like a negative equity by Q3, that is a sign that the company is done. However, it may not be with Total paying for it.
  7. dydo

    Solar News

    Thanks, end of JASO as a public company in 7 days. I would imagine this would be a day stock will stop trading.
  8. dydo

    8point3 Energy Partners LP (CAFD)

    A formality, 8 Point 3 is done https://finance.yahoo.com/news/8point3-energy-partners-announces-closing-001800160.html
  9. dydo

    Canadian Solar (CSIQ)

    I am not sure about the limitations of the law to buy shares when the offer was made. I guess he could easily buy shares if he had money to do so, there is no hold on him. Let's consider BOD as an independent body. Do you find them useless not to recommend to shareholders to accept it, especially now? What is there to review now? I think the next move is BODs, even we know Qu controls it. So no reaction from BOD at this point indicates second thoughts? The market certainly reads this and those who are selling into it for past few weeks.
  10. dydo

    Canadian Solar (CSIQ)

    Seeing this market I would not argue even if he came with $15 to $16 range as an immediate binding offer, anything above $16 would be sweet. I guess I want this chapter to be over. I have underestimated total dismissal of solar after 6 months of absence from the industry.
  11. dydo

    Canadian Solar (CSIQ)

    The selling is related to China. FSLR selling to it is, even more of a concern than CSIQ,
  12. dydo

    Canadian Solar (CSIQ)

    The reason is simple as Klothilde explained it. The market does seem to consider the offer as serious. It has been 7 months and no more has been said. It is likely to expect that price would be reduced, everyone would make such assessment, especially when another drop like today is taking place. I am not sure if Qu would reduce it. He may, but nothing is the game. That is the reality and China trade of course.
  13. dydo

    Canadian Solar (CSIQ)

    I do not know, but 8% drop after 14% drop for the same reason seems as overdone. When I rad Corville's blog he suggested this is going to be like 2012/2013. I thought about it and could never see companies of today to be treated as companies of that period, but why not? I did not have a good answer.
  14. dydo

    Canadian Solar (CSIQ)

    I think Qu is selling his shares, it feels like it.
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