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China Ming Yang Wind Power Group Limited Message Board

cbuehler075 357 posts  |  Last Activity: Nov 13, 2014 10:26 AM Member since: Mar 11, 2013
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  • cbuehler075 Nov 13, 2014 10:26 AM Flag

    Done it - and I'am very happy to get such an important company for the life in the world for such a cheap prize. :-)))))))))))))))))))))

    Sentiment: Strong Buy

  • cbuehler075 Nov 13, 2014 10:21 AM Flag

    For me is the worst performances i have ever seen in 20 years of investinig.

    We are now at a p/e-ratio under 8!
    We see the detailed projects in the next years.
    Solar ist the important business for the people in the world. We ar at least at the beginning.
    I can't understand it.

    I was not invest in this ADR before. But now with these low level i will do it now.

    Sentiment: Strong Buy

  • Reply to

    This borad ist dead!

    by cbuehler075 Oct 23, 2014 11:41 AM cbuehler075 Nov 7, 2014 7:36 AM Flag

    Today Vestas and Gamesa with the Q3 results. Vestas double digit plus in reaction.

    Vestas with a price-revenue ratio over 1, Gamesa 0,9. MY in Moment only 0,4.
    Vestas and Gamesa with a price-earning ratio at 26, MY after q2 report only at 12.
    Vestas and Gamesa with a price/value ratio around 3, MY only at 0,6.

    No one here in germany can understand, why MY as one of the world biggest company in this booming windpower sector hat such an extremly low market value at the NYSE compared to companies like Xinjiang Goldwind, Vestas, Gamesa etc.

    The MY-Stock must be rated with: STRONGEST BUY EVER IN HISTORY.

    Sentiment: Strong Buy

  • Reply to

    This borad ist dead!

    by cbuehler075 Oct 23, 2014 11:41 AM cbuehler075 Oct 29, 2014 12:28 PM Flag

    Xinjiang Goldwind with Q3 results:

    59 % higher revenues than in the third quarter 2013.
    Over 800 % higher profit than in the third quarter 2013

    Sentiment: Strong Buy

  • Reply to

    This borad ist dead!

    by cbuehler075 Oct 23, 2014 11:41 AM cbuehler075 Oct 23, 2014 1:26 PM Flag

    ? - That was a normally thing. People get ill, go to another company, have a other point of view in life or someday die.

    Mr. Zhao leave the board with many thanks, Mr. Jinya as the senior vice president is the new president. Normally.

    More important are the news from the chinese windpower days 2014. Or about the financial item end january.

    Sentiment: Strong Buy

  • by cbuehler075 Oct 23, 2014 11:41 AM Flag

    Due to no-action from Yahoo against rude posters.

    In our german discussion board we discuss good about MY. There are in moment big news from the china wind power days 2014 in Beijing. And market observers wrote now about over 20 GW windpower installations in 2014 in China - a new record i think. The curtailment problem from the last years should be now nearly solved. And we make a contact to the Investor Relations from MY.

    All in all after the Q2 2014 with an increase in revenues about over 70 % and a strong step in profits, a very strong second half year 2014 will be followed. And this isn't the end - this is the beginning when we look to the offshore market, the foreign markets, the EPC-strategy and the O&M-business.

    The MY-share market value now notice at a half from the other competitors: MY half year price-earning-ratio is at 12. Gamesa at 25, Vestas and Nordex at 30. Xinjiang Goldwind at nearly 50. A look to the price-value-ratio is even crazier.

    The problem is the US-notice from the stock. It would be great, when MY leave the NYSE and would make a notice at the Hongkong exchange like Xinjiang Goldwind. The USA are in dirty fracking fever - not a good place for clean energy. Asia is the future in renewable energies and a notice in Hongkong would bring a much higher share price.

    It is truer than ever: Buy MY-shares for an extremly low price like now. Not sell any share under a double digit price

    Sentiment: Strong Buy

  • cbuehler075 Oct 8, 2014 11:09 AM Flag

    I see the stock price and the news now directly on the NASDAQ-Site. Forget Yahoo.

  • cbuehler075 Oct 8, 2014 11:08 AM Flag

    The Yahoo finance board ist dead due to this kind fo ***. See the leaviing from SeekingAlpha.

  • Reply to

    2014 09 18: News about a big delivery to India

    by cbuehler075 Sep 18, 2014 10:57 AM cbuehler075 Sep 19, 2014 4:41 PM Flag

    Yes - such a relative good news for the indian market - and the share goes down. Strange ... very strange.

  • As part of the indian - chinese economy talks these days a delivery from turbine parts for 450 MW to the indian subsidy Global Wind Power is reported. Maybe the indian strategy roll out.

  • cbuehler075 Aug 27, 2014 11:34 AM Flag

    Note: This was still a simple bing translation from a german discussion board about MY. Windpower is very popular in germany on the way to transform the energy system to a future-proof way after carbon time.

  • cbuehler075 Aug 27, 2014 11:31 AM Flag

    Questions part of analysts:

    Citibank: How has the price of 1.5 MW turbine developed.

    Answer: The price is versus. Increased by 5-8% and Mr Zhang expects that this trend continues. The profit margin for new orders of this type of system is specified with now over 6% - by the rising prices and the cost savings.

    Citibank. Installation volume in 2014

    Answer: MY will be 2014 quite busy in the second half of the production. The backlog is now 3.6 GW and the drivers of China's West, offshore, export and investor fund/leasing are just at the beginning, so that Mr Zhang is very confident, robust 2015 continues to grow.

    Bank of China: ask for the price in Q3 2014-08-27

    Reply by the CFO LAU: 4,000 to just under 4000 RMB/kW incl. value added tax.

    Bank of China: percentage of sales and administrative expenses in the second half of the year, because the analyst thinks, that they in Q2 were higher

    Reply by the CFO LAU: 10% in the second half of the year. (Note: I do not quite follow the analysts.) The increase is minimal compared to the Q2 2013 and through the usual duration of the project – this year plants from new orders are rather transported, but the completed installations occur significantly until the sales allocation - due)

    Sentiment: Strong Buy

  • cbuehler075 Aug 27, 2014 10:34 AM Flag

    MY in Q2:

    The margin is most of the newly approved contracts at 16, gross and net between 3% and 5%. MY actively seeks close contact to their customers, at an early stage to identify any problems which may otherwise any harmful impact on the flow of capital.

    End July 200 MY wind turbines were exposed to the strongest Typhoon since 41 years - and have it survived without damage.

    Further, MY strategy for the next 5-10 years is based on 4 pillars:
    O offshore wind power at first place
    O new business models in the field of wind power
    O product development
    O export

    In the offshore area, a memorandum of understanding in Guangdong Province signed over 1.2 GW of offshore projects, which should be realized in 3 years. The offshore Demonstationsprojekt with the Guangdong Province is proceeding as planned - the plants are manufactured and the installation will begin in September.

    MY kind of plans investment funds for wind turbines to win investor funds away from the big energy corporations as clients. This one wants to include leasing expand, i.e. the sale of wind turbines of leasing concepts, to the Tianjin Jinneng investment company was bought. As previously reported, MY further spurring includes O & M and EPC. The completed O & M jobs have exceeded the value of RMB 20 million, the first EPC project is located in the plan.

    In the export field, there has been the reported facility approved by Germanischer Lloyd. You can see on a lot of potential in India.

    In the export field, there has been the reported facility approved by Germanischer Lloyd. You can see on a lot of potential in India.

    Sentiment: Strong Buy

  • General location:

    Mr. Zhang is reported to be a Conference of the Central Planning Commission in June. Therefore the development of renewable energy including wind power will be forced in the next 5-year plan 2015 strongly.

    The National Energy Commission is already their focus heavily on the development of offshore wind power. A tariff was set in June first, which is a strong driver according to Mr Zhang. 44 Offshoreprojekten with a total of 10 GW capacity has resulted in the NEA talks. 30 GW target 2020 are offshore. This is a completely new market.

    In conversation, also binding targets for energy producers and energy consumers for the purchase of renewable energy are overlooking the surplus production.

    The market also continues in the current 5-year plan – in the first half of the year, there has been an increase of the wind power tenders by 40% to 11.5 GW. It is expected that this year are about 22-23 GW under construction. The construction of new power capacity is stronger than the investment annex which further relaxes the problem of lack of power supply.

    Sentiment: Strong Buy

  • Reply to

    Hold On! Shaking the Tree

    by vinpark Aug 25, 2014 3:03 PM cbuehler075 Aug 27, 2014 10:18 AM Flag

    Shortselling go heavently down before the q2-report. And now again full attack at this stock. But they must buy back till q3. And real investors know that the q2 is ever a weak quarter, but MY was in profits also in this normally weak quarter this year. So q3 will be very great. :-)))

    Who sold after these good q2-report a share is a very stupid investor. I make many 10.000 USD book loss in this week with the stock, but i didn't sell one share. I will buy much more. Great thank to all the shortsellers who give me such a good buy opportunity again in the next weeks.

    Sentiment: Strong Buy

  • Reply to

    What's up with the wind industry?

    by peopleclapping Aug 25, 2014 10:57 PM cbuehler075 Aug 26, 2014 9:10 AM Flag

    1) ? - Don't know what you mean. Wind installations came heavently down due to no grid contact. In 2010 only 66 % from the wind installations have had a grid connect. End 2013 84 % and in 2014 i think in the 90's area. Therefor now again new installations.
    2. POC.
    3. Comparision. Steel market in China. And onshore wind energy is the cheapest energy after water power - much cheaper than solar.

  • by cbuehler075 Aug 25, 2014 5:41 PM Flag

    We see an increase in revenues yoy from 74 %
    We see a strong increase from 11,3 Mio. USD loss to 1,9 Mio. USD profit. MY IS PROFITABEL also in a Q2 - normally a weak quarter
    We see a very very strong orderbook from 3,6 GW
    We see the highest percentage from the better profitable 2.0 MW turbines in the orderbook ever
    We see first time good incentives in Q2 for coming offshore windpower projects
    We see much less debts and a little higher cash position
    We hear very interesting points for further orders.

    Why buy this stock before the q2 report so high and sell it after such a good report in deep?

    Sentiment: Strong Buy

  • Reply to

    should I sell or hold MY stock

    by robshemanski Aug 25, 2014 11:46 AM cbuehler075 Aug 25, 2014 1:44 PM Flag

    For me: I'am today glad about the big improvements from q2 2013 to q2 2014. I know the seasonal difference between q2 and q3 and will not sell any share. I'am on the buy-side on weak days.

    Sentiment: Strong Buy

  • cbuehler075 Aug 25, 2014 1:28 PM Flag

    There is no problem. Please see, that we are at the big machine and project business. It's not a baker or so. That means that the companies in this business make now the orders from 2012 and 2013. New order from this year will be fulfilled in the years 2015, 2016, 2017ff.

    But this is the big advantage of this stock. You could see yet this year, that the future of this company is very good.

    Sentiment: Strong Buy

  • Reply to

    should I sell or hold MY stock

    by robshemanski Aug 25, 2014 11:46 AM cbuehler075 Aug 25, 2014 1:23 PM Flag

    Sell or hold? - The answer give you the answer on the question if you are a shorttime or a longtime investor,.

    On the shorttime - close today or close months - the share could fall. Or maybe not.

    But you must see that the q2 is a seasonal week quarter - see 2012 or 2013. And q3 is a seasonal strong quarter. So when you look to the q3 2014 earnings, then hold.

    And see the big improvements from q2 2013 to q2 2014 and then see the order book and the margin gains in the orders from 2014. See the new chinese offshore feed just given a few weeks ago. See the possible big step in india after the election. With a view to 2016ff. you will then see that the MY share is one of the best share you could buy. The future is with this stock - doubledigit share price is on the way. Is not a overaged business modell like a oil equipment supplier or so.

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