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dydo

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Everything posted by dydo

  1. Thank you we just received $135 minus 5.30 charge or 129.70. 670.7 left, thank you
  2. Hi all, A site update for all the members. August 11, 2020, the current hosting plan expires. I have checked around and the plan with current provider is about $20 per month, including SSL certificate, a $100 value a year. The plan price is a 41% discount for 36 months, as of today. There is also a $70 for backup for the same period. Anyways the total including tax is about $800 Canadian and I am asking for collection today, a year ahead of the deadline. This is about $600 US. Donations button is available and can be used for this purpose I will update sparingly when a donation is received. Sometimes PayPal fails to deliver the message upon deposit, so send me a message or reply to this, if you make one. Thank you for your support and have a great year of trading and enjoyable discussions
  3. Ah Sunpower an accounting gimmick reduces negative equity, and stock is double the market cap of CSIQ. Very good at least everyone else enjoys this on a smaller scale.
  4. Expired SSL certificate caused the security risk message. Site is now restored. Thanks
  5. dydo

    Beyond Solar

    Looks like SGMO got finally their research to yield continuous stable result. Hemophilia A trial with Pfizer got updated last night. Comparable companies have 3 times market value average. If you risk tolerable could be the start of big return.
  6. 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?
  7. dydo

    Beyond Solar

    updated index
  8. 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 .
  9. I have reentered the land of renewables with investment in Pattern.
  10. dydo

    Beyond Solar

    updated index
  11. Awesome update from CSIQ. Beat on Q4.
  12. 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.
  13. 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.
  14. I wonder if there is an announcement pending?
  15. Defying gravity? Seem to take of easily these days.
  16. 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
  17. 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.
  18. 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.
  19. 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.
  20. 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.
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