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dydo

Quarterly Estimates

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They have tried to sell the kitchen sink to get their quotas. I am surprised how well they managed their GM under the circumstances. They look quite messy on the balance sheet.

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Curious what market will do with this Pop. May you can pick few nice stocks today. Down $2

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Curious what market will do with this Pop. May you can pick few nice stocks today. Down $2

Yes let's see where dust settles today. Looks like it will see quite a bit of pressure today. I might wait till tomorrow before I take any action. Odyd your so dialed into these earnings it's pretty damn impressive.

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I knew it will be so so but losing money was beyond my scope. I knew they will have lower GM, but managed to keep 24%. They report in house of 26%. Yet the ASP has dropped dramatically down.

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Odyd your so dialed into these earnings it's pretty damn impressive.

I was also right in the CB. They hedged their currency and it flipped over on them. I am not sure how much they hedged in a past, but this is a massive mishap. I hope they will not take her 10% or more as they ravaged CSIQ. Where are they keeping those assets as they put them up, project assets are actually lower this Q. Do they keep them in PPE?

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100MW added to module sales for Q2. Looks small compared to TSL. Taking the retainage and FiT payment out. GM looked like 22.6%. So selling wafers and cells took the GM down.

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I have an appetite for CSIQ and TSL right now. having 33M shares and potential to bring around $25M JKS looks like a 0.75 for Q2. So one has to own those shares at one point.

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