Mostly in January 2015 options, but has that 'about to double' feel about it right now, should be lots of driving factors through EOY starting next week with earnings...
They are heading to Cambodia, Vietnam (Sept) and Myanmar/Burma (Dec) in the months ahead so what are the Renewable Energy targets in those 3 countries?
While ACEE shares that "Germany, Italy, EU, China, and France Top Global Energy Efficiency Rankings" there are a growing number of countries with RE targets = nlt 144.
Yingli has been a long term partner to CPIC and has supplied many modules before (see PR history). Has another company won this already say LDK, TSL etc. or is Yingli the one?
Via Bloomberg 8/20/14 "China Power Investment Corp., a state-owned power company, plans to invest 1 billion yuan ($163 million) to build an 80-megawatt solar power plant in the eastern province of Jiangxi."
China 'news' will be Fast & Furious the remainder of 2014.
From: Yingli Green Energy to Energize 2 MW Rooftop Solar Project in Japan
Yingli supplying Mono-crystallines for Rooftops in Japan, yet because of that damn tariffs NOT for my Rooftop in Ohio, USA. It cost about double for Solar Panels in the US, vs. other countries that do not impose tariffs, like Saudi Arabia (documented, see my previous msgs).
Big loss for us (potential) Solar consumers, and make US Solar industry non competitive in the world that it needs protection in Form of such high tariffs. We need to start to think globally to be really competitive. There are 120+ countries that are at over have blown over Grid Parity. With such high US Solar Panels prices, they won't be world competitive. Different for Yingli & other Chinese Solars.
With demand finally more than supply, the future is very bright for Yingli (esp. Long Term); I am confident that there will be big surprise from Yingli on August 27.
"According to the agreement between Yingli Japan and Japan Benex Corporation, Yingli will deliver more than 8,000 monocrystalline PANDA series modules for the project by the end of August 2014. Located in Nagareyama City, Chiba Prefecture, the project will be connected to the grid in October 2014. Upon completion, it will generate approximately 2,150,000 kWh of clean electricity annually. Installing solar energy systems on rented rooftops is an emerging trend in the Japanese solar market due to limited land availability."
Reported interpretations from Yingli's earnings next week, unless they returned to profitability, will be all over the place and staying above $3.50 (after) would be a great worst case scenario with the focus turning to the climb to $9.00 and beyond.
Thanks, took a look at MY before yet did not take a position but it is an interesting area for certain. Looking forward to next week and reevaluating options in September too.
"Miao, also the chief executive officer of the Baoding-based company in Beijing's neighboring Hebei province, said that a profit can be expected for the second quarter, hoping the World Cup marketing campaign will become a driving force of its business growth with penetration into the South American market."
I thought the company was on course for Q3/Q4 only . . . above via China Daily from June.
so I sold all my yge for a 1500 profit except 3,000 shares I still own 3,000 shares to buy MY at 2.73 I love My at that price could not pass it up at those lows bought 15,000 shares of MY stock. I also own fb calls October 14th 90.00 price will lose that one 100 call for jan 2015 and 150 calls for fb jan 2016 I feel eventually fb will bust open but do not know when so I buy long calls and hope for upside very risky fb bet
Sentiment: Strong Buy