Tuesday, 22 April 2014
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Robert Dydo

Robert Dydo

Robert is the founder and CEO of SolarPVInvestor. 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

SunPower’s first quarter revenue of $494M was a 9% increase over the same period last year, but it was a drop of 12% sequentially in comparison to Q4 ...
Green Energy Technology announced sales of NT$2.76B (US$95M) with a net loss of NT$850M (US$29M) ...
Despite continuous reports about adept efforts from Taiwanese top tier cell makers, Q1 has been a big disappointment when measured against Q4 sales, and particularly when compared to the first quarter of 2011 ...

LDK Solar reports on Q4, takes $411.8M in write- downs

Published in SPVI NEWS
Monday, 30 April 2012 18:00
Based on details given at the conference call, LDK sold modules at $1.06 per watt and wafers at $0.39 ...
As part of the reorganization REC has shut down its European wafer capacity ...
Energy Storage Forum and Solar PV Investor invites investors to visit 5th Energy Forum ...
Green Power Conferences is delighted to announce Renewable Energy Finance Week Hong Kong ...

Solar Industry and Burden of Debt - A Q4 View

Published in SPVI NEWS
Friday, 20 April 2012 18:00
In Q4, 18 leading companies added $1.9B in debt, while increasing cash accounts by $600M ...
We have determined there are at least 300 entities in China, with around 100 being active ones with at least 16GW of ingot and wafer capacity ...
The recipe for a successful solar company in 2012 includes a variable ASP driven by conversion premiums, low cost, and a capable balance sheet, including ample cash and manageable debt ...