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dydo

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Everything posted by dydo

  1. Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ), one of the world's largest solar companies, today announced the delivery 26 MW of its high quality and high-performing CS6P-P solar power modules to EPC Contractor TSK Solar for the "San Fermin" solar power plant installation in Puerto Rico, co-developed by firms Uriel Renewables inc. and Coqui Power LLC. The solar power plant is located in the North Eastern town of Loiza, a region that regularly faces adverse weather conditions such as hurricanes, tropical storms and flooding. Due to the specific nature of the project and its location, the project's electrical equipment were installed on structures that elevated them two to four meters above ground, and have also been designed to withstand winds of up to 260 kilometers per hour. http://phx.corporate-ir.net/phoenix.zhtml?c=196781&p=irol-newsArticle&ID=1740448&highlight=
  2. dydo

    Solar News

    New report form this week http://solarpvinvestor.com/spvi-news/350-weekly-solar-market-price-trends-mainland-china-report-10
  3. dydo

    Daqo (DQ)

    According to this news Daqo is just poly and wafers http://finance.yahoo.com/news/daqo-energy-spins-off-module-120000950.html
  4. dydo

    Trading Strategy

    I am starting this thread for members to share their actions on the market outside of single trade. I see a lot of good info coming from members which are commenting on a larger scale than solar. I also see that solar universe is becoming land-locked with its internal issues. While I fully understand opportunities in contrarian approach, frequently market does not offer awards for being right, and in particular in solar it hard to be awarded if you get ahead of conditions, see them delivered only to observe no reaction or even negative reaction. Understanding limitations, this thread also combines beyond solar views. Finally, I am not sure where to package my thoughts on some plans I have for investing in dividend walks. For one, it takes a lot of time and effort to find things. It makes only sense to share this with those who support the cost of the side. I encourage everyone to share your views, in this scope. Thank you
  5. dydo

    SunPower (SPWR)

    Sharpen your pencils, Q4 release season is upon us. REC tomorrow and MEMC on 13th.
  6. dydo

    Canadian Solar (CSIQ)

    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

    I have decided open up this forum, to tap into a wealth of experience from members of this forum toward other areas of the investment spectrum. This forum will be moderated, therefore do not expect your new topics immediately show here. Repplies will not be moderated. Thanks and enjoy
  9. 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.
  10. dydo

    Canadian Solar (CSIQ)

    I wonder if there is an announcement pending?
  11. dydo

    Canadian Solar (CSIQ)

    Defying gravity? Seem to take of easily these days.
  12. dydo

    Canadian Solar (CSIQ)

    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
  13. dydo

    Canadian Solar (CSIQ)

    The story of Canadian pipeline shrinking was heard loud and clear on this forum since Canadian plants were completed. The company is not only one pure developer still standing, but it is producing more and more business encompassing other arms of managing solar plants. It maintains healthy "sell and/or keep" strategy. There are many markets to go with solar plants. And those markets will expand. We have not seen any victims of the slowdowns with exception of few subs going bankrupt in China. There is plenty of space available. The manufacturing and the decisions made had worked thus far for the company. I am not sure why transformation, when required, would not be as well executed as it has been to date. Not sure why a successful organization would suddenly lose its footing. They are the most capable of a shift. FSLR has zero ability to shift, SPWR is dead, JKS is almost dead and will never be buried if it died, like Yingli, but CSIQ is somehow paralyzed and cannot make a move? I read those scenarios too many times. I argued against them as many, and I am surprised to see them again. Even Snake seems to be seeing Chinese taking FSLR to cleaners now. I do not have a skin in this game, but I think Canadian could surprise few folks here with its share price going forward. Cheers, I am back under the rock.
  14. dydo

    Canadian Solar (CSIQ)

    Nice to see CSIQ hitting 52-week highs, getting business globally, becoming independent off commodity material swings. I read commentary how they going to fall on their face with their multi products. Not likely if they build solar parks with them as a major user. CSIQ adaptability to business cycles seems superior to any other listed company. And surprisingly the market is recognizing it. Days of $40 per share may not be gone but if anything CSIQ has a chance to reach that in a couple years.
  15. dydo

    Beyond Solar

    A 30% return based on the date of the post and today's closing. The stock is at just above $1.3B market. Two M&A actions, BMY, and CELG mentioned by explo and LLY buying LEXO are putting a bit of fire on the buyout candidates. BMY and Pfizer is a maker of Eliquis and JNJ and Bayer make Xarelto. Andexxa made by Portola is an antidote for the two drugs. Eliquis is more dominant in sales, between overall markets some $12 or $13B in sales in 2019 and more with an available antidote. Now JNJ and Beyer wanted to use Xarelto in the area where Bevyxxa another Portola drug is already approved. Since BMY bought Celgene, JNJ purchase of Portola seems very logical. There is a sense that Portola can help JNJ and the perception that Xarelto has more bleeds with Andexxa. Bottom line Portola is a candidate for a buyout and JNJ seems like a potential buyer. At 4 times of Andexxa $1B sales and perhaps $500M for Bevyxxa when fully running, $6B looks like $96 per share. This will not happen tomorrow, but there is a good potential that stock could be $70 by Q3 of this year. Good Luck.
  16. dydo

    Beyond Solar

    Hi all, Portola received its approval Monday 31, 2018. The stock traded over 15% up in 20 minutes. Today it appears some of it may be given back. Another catalyst is on Jan 8th, where the company is likely to discuss strategy for distribution of the product, which there is about $300M worth of inventory. This sold in 2019 would give a triple of the revenue target currently given by analysts. A $1B in sales may indicate the potential of $3 to $6B in the market cap. So there is a room for the price to go up.
  17. dydo

    Beyond Solar

    PTLA is awaiting approval for the manufacturing process of an already approved drug in the US Andexxa. The company is trading about 80 cents above 52 week low. An approval would likely raise it to $30 within a month. Non-approval would kill the stock, by half. Since this is PAS, a post-approval supplemental the odds are on the side of approval, despite a slaughter of the stock. For those with extra funds, a risk acceptable members, it may offer a quick return, within 5 trading days. Please proceed with your own DD before investing, opening position etc.
  18. dydo

    Trading Solars

    Another staple from SPVI , short interest data. this time in the form of the link http://solarpvinvestor.com/database/short-interest-data/short-interest-2012
  19. dydo

    Trading Solars

    One of the worst years to date for me. Still invested, hoping for a recovery in 2019. A lot of value created by selloffs in a variety of sectors. Holding positions until money is made. Enjoy the Holiday Season and have a Happy New Year
  20. dydo

    Solar News

    Qu on LinkedIn https://www.linkedin.com/pulse/two-sides-every-story-dr-shawn-qu/
  21. dydo

    Solar News

    Tariff rebates for Chinese through the wrong calculation in 2014 possible https://www.pv-tech.org/news/us-government-could-owe-chinese-solar-firms-up-to-us295-million-in-trade-ta
  22. dydo

    Canadian Solar (CSIQ)

    Cancellation of the buyout offer made little impact on a share price at this point. CSIQ from a distance seems to have best results among solars listed. Is the stock at risk of depressed price or growth looking into 2019?
  23. dydo

    Canadian Solar (CSIQ)

    Just looking at the transcript the 265MW sale reduced short-term debt by $172M. So the equity stake in $266M was about $90M or 33%, not 20%. Cash would be closer to $130M just from this transaction, that is a huge cash injection.
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