odyd
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Everything posted by odyd
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JA looks like it has very small amount of sales on export, versus their projections. Those sales in Mainland will offset this hopefully.
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JA sold modules at $0.41 and have cost at $0.33? That is 19%, with 96% of sales being a module, what am I missing in this math? Are they talking about China production only without tariff or resourcing? He did say blend, so I am confused.
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NEP exploding again Sent from my HTC One_M8 using Tapatalk
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Start discussions
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answer Included in operating expenses in the fourth quarter of 2016 were a one-time reversal of RMB 348.3 million ($50.2 million) of previously recorded expenses due to the resolution of the Company’s dispute with Hemlock Semiconductor Pte. Ltd (“Hemlock”), and a one-time charge of RMB 99.6 million ($14.3 million) resulted from the termination of business relationship with one of the Company’s business partners.
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I guess operating costs are $20M?
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It looks like two out of three Chinese do not have a problem with the glut prices. Two out two American companies do. JA did very well. I have not seen the balance sheet yet, but EPS was high for one-quarter with GM over 12%.
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I read Treasury rate dropped. NEP 's dividend is growing at 15% per year for the next five years. In my article, I suggested it for it to double in the span of time holding a low yield of 4%. This is also a thinly traded security.
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Another staple from SPVI , short interest data. this time in the form of the link https://solarpvinvestor.com/database/short-interest-data/short-interest-2012
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All moving but NEP is moving since I sold of course Sent from my HTC One_M8 using Tapatalk
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New report form this week https://solarpvinvestor.com/spvi-news/350-weekly-solar-market-price-trends-mainland-china-report-10
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Jinko is certainly contrary to the trend, I see that PEGI is soft, so their plans scared rather than inspired. Sent from my HTC One_M8 using Tapatalk
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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=
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Indian PPA http://finance.yahoo.com/news/canadian-solar-signs-ppas-solar-110000964.html
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Pete, I think that JKS will be able to sell PERC mono modules at about 3 to 5 cents more per watt than regular modules would get. This can help them with the GM. The 25% of volume or around 2GW, may have about 1 cent impact per ASP average for the year. However, this will help not necessarily with profit, but the elimination of loss.
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Trina is finished on NYSE, Goodbye Trina http://finance.yahoo.com/news/trina-solar-limited-announces-completion-201500589.html
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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
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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
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I decided to open small position just now Sent from my HTC One_M8 using Tapatalk
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Not now buying, perhaps around the cc or after. Sent from my HTC One_M8 using Tapatalk
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I sold NEP I am buying CSIQ Sent from my HTC One_M8 using Tapatalk
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Start discussions
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FSLR is removed from S&P 500, any fund actions forced by this?
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Anyone care to play a predictability game for JASO and CSIQ?
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Pete, Going back to the conversation, it looks like PERC mono cells on the spot are at $0.31 this is about $0.06 more than a regular mono cell. Looking a bit closer in their investment in the expansion of particular mono technology, I see some contribution, at least in 25% of the volume planned for 2017 to have the advantage of 2 or 3 cents over the market ASP or perhaps more. Energytrend is talking about the shortage of this type of cell. Who knows maybe we are looking at bounce for Chinese today because of it.
