odyd

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odyd last won the day on April 10

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About odyd

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  • Location :
    Airdrie, Alberta

Portfolio

  • Portofolio %
    CSIQ 30% NEP 15% Cash 55%

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  1. Looks like NEP got some needed attention. Sent from my HTC One_M8 using Tapatalk
  2. I thought NEP did good, new acquisition of 250MW of the wind center in Colorado, 0.36 dividend and 1.56 or 1.62 dividend for 2017. http://www.investor.nexteraenergypartners.com/phoenix.zhtml?c=253465&p=earningsRelease
  3. Travis thinks my idea has merit, joking aside full take of yieldco is the only way to save it. https://www.fool.com/investing/2017/04/18/what-will-happen-to-kinder-morgan-incs-canadian-bu.aspx
  4. I link when I find something at the time. I do not have a lot of time, but one can Google GJ and FSLR and read all links available. The logic is simple but he made his call questioning expectations of earnings, beyond 2018. I do not remember or frankly care what his number is he came up with. I included my calculation, capital costs and required profit to average cost the company has and it is unlikely to change. It is enough to start a discussion.
  5. Explo, use the calculation I made. $0.03 gross profit in 2019 will be probably 11 to 12 % on ASP at the time of some 0.28. Use four cents if it looks better. 3GW capacity, 0.04 profit against $387M opex of today, which is very low, producing 3GW of modules today for them. What is your IS estimate for 2019?
  6. I never heard of the guy, and I have traded in Chinese stocks fo a decade. Now and then someone will come and generalize one thing to be the whole thing. Like Travis talking about Yingli and listing all other Chinese companies. The message is for simpletons to get rattled. The amount of those who bite the bs is smaller every day.
  7. GJ made one critical observation, about Fist Solar, by calculating the ability to earn a profit by the company. I did the similar math. By 2019, unless FSLR is capable of producing 12GW of modules at profit of 3 cents, or call it 12%, the company will not be able to pay its operating expenses. Even if FSLR builds the 9GW capacity at $0.20 per watt, This will bring $1.8B in cost, adding to $900M spent for 3GW. At $2.7B in CapEx, probably $1.3B in cash by the end of 2017, The company will be borrowing in full mode. If the 3 cents becomes 4 cents, the operating profit will become $93M. Considering that $1B could be at this point borrowed, it would sink in $50M in servicing of the debt. I may be completely clueless about the FSLR, but those numbers tell me that FSLR is shaping to become $1 EPS company, and that is a lot of optimism to see $1 earned in this dynamic. Will market pay, as the few believe, $50 per share for it? I hope that some who own it can take a look at it. Fluctuation could be your friend here, but FSLR is going down, and I think it will be hard to get out. I am aware that members hold FLSR, but I hope to see income statement analysis for 2019 when modules are coming off the line.
  8. Suniva, a purchase of Shunfeng, is bankrupt. https://www.pv-magazine.com/2017/04/18/suniva-files-for-bankruptcy/
  9. Oppenheimer's opinion seem to hold CSIQ up on a rotten day. Sent from my HTC One_M8 using Tapatalk
  10. Oppenheimer reiterated an Outperform rating and $31.00 price target on Canadian Solar (NASDAQ: CSIQ). Oppenheimer believes that CSIQ is executing well utilizing a balanced approach. The company also appears to be refining its project business to increase returns and optimize cash flow. With long-term asset owners increasingly willing to buy projects at notice to proceed, CSIQ is well positioned to increase turns on the capital it is deploying in its project development business. For an analyst ratings summary and ratings history on Canadian Solar click here. For more ratings news on Canadian Solar click here.
  11. I asked Gordon for a copy of his note, but he did not send it. I have something he said during Benzinga show http://www.stockhouse.com/news/press-releases/2017/04/17/top-solar-analyst-likens-canadian-solar-to-sunpower-first-solar-from-2012
  12. Excellent number collection from Bond, costs are below $0.30 already in Q1 versus expectation of Q4 2017. If Chinese stocks sell on Q1, it may be last time this year. https://www.linkedin.com/pulse/multi-vs-mono-part-7-process-cost-roi-comparison-xiaodong-bond-wang?trk=v-feed&lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3B0DC97UkzNHbEyKDo57NXCQ%3D%3D
  13. Updated recommendations, I am 30% CSIQ, 15% NEP, and rest cash as of today. At this point, I will probably wait for the Q1 unless huge move up or down on Q1.
  14. Is anyone here holding solar stocks? I would imagine Canadian being up is a surprise, but not having any comments or action is a bigger one. Sent from my HTC One_M8 using Tapatalk
  15. I bought NEP, plan to hold. Small amount one account. Sent from my HTC One_M8 using Tapatalk