The management sucks! Short as much of this as you can!
Sentiment: Strong Sell
Who cares what the price is......the 30 seconds will not bring in profits for the stockholders.
Sentiment: Strong Sell
Yingli does not need to look far: ONE Mega Project (worth more than 1000 Projects) is available effective as soon as Percentage Contract is drafted, agreed & signed.
Drop Munich office & ineffective wrong target Audience Ad, and YGE can report Profit soon, and shares skyrocket. However, is Yingli Management smart enough, and could save themselves from the powerful Munich office spell.
Don't know why your msg was deleted at YMB, however your EMail with msg was by me received OK.
$4.5Million was for 30 sec at Super Bowl 2015; don't know the figures for Soccer World Cup; however Yingli was highlighted several times each game, for many games. So the expenditures for Q3 2015 will be very high.
Question is: Can Yingli afford it; and more importantly Will the Highlight of Yingli in Women Soccer World cup be effective, when Men's world cup was a big flop? $4.5Million for 30 sec Ad is not necessarily a throwaway, if effective, and real Target Audience got it. However for a Product with 30 yrs lifecycle in a Target Audience of Direct consumable, like McD, Coca Cola, Doritos; or Sport accessories, like Adidas, Nike; imho Yingli's highlight is completely out of place & targeted the wrong Audience; and will even have a negative effect. Showing that the stadium are lighted with Yingli Panels was sufficient, having a stand outside with Panel Info is more than sufficient for people who plan to save Energy & install Solar in the 1st place.
Yingli's Sales should free itself from its Big Spender Munich Office spell. Management should just CLOSE that ill-fated office; and do what is right for YGE, incl. using ONE Mega Sales, that cost Yingli Zero RMB today, and could be executed immediately for WinWinWin solution.
In Q1 of 2014, Yingli shipped only 630.8 MW of PV Modules and had revenues of a skimpy 432.2 U.S. Million. Guidance for Q1 of 2015 is from 700-750 MW which is less than 20% of Full Year Guidance. Perhaps they will start SELLING some Projects in the 2nd half of 2015 when their PV shipments will be higher too? All in all, Q1 numbers and Q2 numbers are not seemingly going to Boost Yingli's share price on the NYSE while Q3 and Q4 could see those 200-500% gains along with Trading Opportunities again :)
Yingli's Big Spender Munich office put a spell on the Beijing Headquarters Management to keep borrowing and spend on Bayern/Corrupt FIFA. Best way is to break that evil spell, by just CLOSING that ill-fated Munich office, and STOP borrowing t high interest, to pay for Big Spender's SOCCER (read SUCKER) sponsorships.
On top of it if Yingli does that ONE Mega Contract I described in previous msgs; now STILL POSSIBLE, and would cost YGE nothing NOW; YGE could very easily explode all the way up up up near the source of it all: The Sun.
Why continue "Free Lunches", if WinWinWin will be the only key to YGE recovery. Big Spender Munich Office trying hard to teach & actually "force" YGE Headquarters Management to NOT engage in ONE Mega Contract, keep eating "Free lunches"; while bleeding YGE to death, with un-necessary Big expenditures on High flying Bayern & corrupt organizations like FIFA sponsorships.
TSL, CSIQ, JKS, JASO no SOCCER sponsorships make profit quarter after quarter. YGE with Munich Big Spender SOCCER sponsorships reports LOST quarter after quarter.
A VERY NOTICABLE DIFFERENCE.
I told y'all 2 weeks ago the gap was closing. JASO or SOL is a much safer bet to park your investment, but some folks want to go down with the ship.
I'm sure YGE can go up, but it's going to lag the other players. My 2 cents.
I am really shocked that Idiots CEO and CFO doing nothing to make investors believe in such company. Yge is 1 cent pony. Soon Jinko is going to be $30 and yge garbage can´t even get closer to $2. How can stupid CFO even sleep at night????
In last Super Bowl it was $4.5 Million (?) for 30 seconds full Advertisement; here maybe less, though much wider Audience. However spotlighting Yingli to the right Audience is the big question, imho NOT..
Interesting is that YGE earnings will be May 29/30? While Women soccer World cup June 6 - July 5; where major YGE expenditures in sponsorships would have occur; So maybe a little relief for Q1 2015 (not sure reporting Profit though); then big setback again for Q2 2015, unless Yingli STOP sponsoring corrupt FIFA.(Yoyo like SOL the last few qtrs, NOT good).
TSL, CSIQ, JKS & JASO NO Soccer sponsorship & report profit; imho YGE should do same & STOP sponsoring Bayern & corrupt FIFA, and make & report profit.
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stupid idea. YGE is over valued with $2Billion in assets.Their capacity is double to triple the value of peers capacity. Then there is the massive $2Billion plus debt, Who wants to take on $45M per quarter in interest payments? They will wait for forced bankruptcy in which the debtors will get paid and the assets will transfer to the buyer for a total of $2Billion and not $4Billion. Think LDK/STP that is now Shunfeng new Energy a major player in China and abroad
Considering the total market is to grow between 8-10GW from 2014 levels, the 500MW expansions of JKS, TSL, CSIQ and Jaso are minor lumps of the total growth. Most of these expansions has been indicated as efficiency gains and equipment upgrades. That is what the poster initially suggested.There will also be continued outsourcing as well for leased capacity.
These will keep the costs higher than the stated vertical costs.That in itself will damper 2015 earnings prospects as the main markets will be Chin at $0.52, Europe at $0.55, Japan at $0.56-$0.58, and the US at $0.67 and falling to $0.60 once outsourced capacity comes online in the second half. The average ASP is going to come in at the md $0.50 range while most blended costs will come in at the $0.46-$0.48 range.
Buying wafers at $0.24 for mono and $0.18 for multi and adding $0.25 processing costs makes average costs $0.43-$0.49
Buying cells at $0.37 for mono and $0.30 for multi and adding $0.15 for module processing placess costs between $0.45 to $0.52.
With most at now a 50/50 split and most of that split is multi internal and outsourced mono, you can see the blending and profits stangnate at the $0.09/watt range still making most companies marginally profitable at best
YGE itself is currently in the Less of the Less Fortunate category; since it is bleeding money to death. Help & sponsoring others will only fasten the demise. It is not Yingli's responsibilty to push for SOCCER in China or anywhere else in the world. Making profit IS. W/o Profit anything else is irrelevant. With full payment solar power to stadia's are not a bad additional Advertising tool. To survive, Yingli need to cut all un-necessary expenditures, starting with CLOSURE of the useless Big Spender Munich office.
Didn't Yingli recently announce that their Football for Hope program, which has provided help for those less fortunate, was winding down? It remains to be seen how Big Football/Soccer will become in China this 'push' around but for certain, Yingli can provide solar power for stadia and the like on the Mainland in the interim...