Robert Dydo

Robert Dydo

Robert is the founder and CEO of SolarPVInvestor and SPVInvestor Research, Inc. His career spans more than 20 years in supply chain, managing and planning operations for distribution centers. An ardent private investor, Robert found his niche in contesting misinformation about solar in general, and the Chinese solar industry in particular, while using his finance education matched with a lifelong ardor for the stock market

Record Module Shipments Expected for Chinese Solar Companies during Next Week’s Q4 Reports

December 2014 Data, SPVInvestor Research, Inc. China Export Data Report. Written February 2015

China Export Data Report Research Note, October 2014

SPVInvestor Research, Inc. Commentary note published originally in December 2015

China Export Data Report Research Note, November 2014

SPVInvestor Research, Inc. Commentary note published originally in January 2015

Chinese Solar Module Exports Top Expectation during Fourth Quarter of 2014

fourth quarter became the largest delivery period in history, at 5.315GW, beating the Q2 record of 5.2GW

DOC Preliminary Review Lowers Tariffs on Chinese Solar Cells

New rates are set at 17.5% versus 31% for Canadian Solar and 26% for Trina Solar

Japan’s Solution to Solar Bottleneck and what it means to Canadian Solar

In light of the changes, Canadian's Japan business remains as an attractive component of the overall business strategy

Chinese Solar Module Exports Reach New Highs in 9 Months of 2014

Expectations for module exports for the entire 2014 forecast 19.1GW versus 16.5GW delivered during 2013, recording 15.5% growth.

Monday, 24 November 2014 00:00

Factoring Fear into Canadian Solar Valuation

Factoring Fear into Canadian Solar Valuation

I concluded the only fear factor to sell the stock was built on errors and forged assumptions

Canadian Solar’s Review before Third Quarter Earnings

Canadian's operational metric should help analysis and offer proper evaluation closer to other North American companies

In the Shadows of Kyushu Electric’s Paper Mountain: Solar Applications Freeze Expounded

If we theoretically take this figure and apply it to this year's estimates for Chinese exports to Japan, it will require almost 8 years of shipments at 7.5GW per year to reach this level of what METI considers "approved."

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SPVInvestor Research, Inc.is a Canadian incorporated research firm. We publish CEDR, the most complete, monthly report on exports of modules, cells, wafer from China, including focus on US-listed Chinese companies.