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Yingli Green Energy Holding Co. Ltd. Message Board

yan3kigndoms 149 posts  |  Last Activity: Aug 29, 2014 3:05 PM Member since: Aug 24, 2012
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  • Reply to

    I like the honesty and realization

    by saturnblue09 Aug 29, 2014 12:46 AM
    yan3kigndoms yan3kigndoms Aug 29, 2014 3:05 PM Flag

    CFO said we will now focus on improving margins. He gave an example when he was asked "many companies especially in the U.S. are holding their downstream projects, so any possibility that you will follow and start holding downstream projects?" CFO said they will not hold projects because that will take cash and refinancing. They have 60% of projects lined up to sell this year and the other 40% will be sold next year. CFO said they are now focus on profitability. They had 1GW 3RD party OEM to boost capacity to 4.2 GW. Now they don't need the label "biggest solar manufacturer in the world for FIFA. Getting rid of OEM and stop using Taiwan cells, everything will be done in house. When they cash in sales of downstream projects in 3Q, they should report a profit next quarter. After hearing that, YGE is heading the right direction. We will follow other solar stocks that pop to double digits after reporting profitability.

    Sentiment: Strong Buy

  • Reply to

    YGE VS TSL

    by robshemanski Aug 28, 2014 12:22 PM
    yan3kigndoms yan3kigndoms Aug 28, 2014 2:28 PM Flag

    If you establish a long term trend from looking at last 2 days. God help you. Couple months ago YGE was at $2.75. That's when I added. Even recent downturn to $3.33, it's still a 20% gain. How many stocks you know has a 20% gain in 2 months?

    Funny you over exaggerate with couple down days. Oblivion mode is too funny. If can't sweat it on couple down days, then it's time to put on your diapers and buy bonds.

    Holding for over 3 years now. I can start to see the light at the end of tunnel. Only bought on dips and never sold within the 3 years. Holding strong.

    Sentiment: Strong Buy

  • Reply to

    Deusch Bank upgrades YGE to 8.00 today

    by robshemanski Aug 27, 2014 5:24 PM
    yan3kigndoms yan3kigndoms Aug 27, 2014 7:25 PM Flag

    Who cares upgrades or not. All analysts for solar are jokes. They estimate too high every quarter for the past 3 years. Clearly the problem is that analyst can not analyze. Just like the street and barron has sell rating for past 3 years. Even when YGE went down to $1.80. If you tell people to sell at $1.80, the problem is analyst giving bad advice.

    We investors play the game buy low sell high. If the stock price goes that low and you tell people to sell. hmm that's a problem.

    Sentiment: Strong Buy

  • Reply to

    Deusch Bank upgrades YGE to 8.00 today

    by robshemanski Aug 27, 2014 5:24 PM
    yan3kigndoms yan3kigndoms Aug 27, 2014 5:48 PM Flag

    Anyone who listened to CC the take away is this. In 2Q, Yingli spent money on FIFA world cup, 3rd party OEM, and paying for developing downstream projects. All these money suckers will be gone in 3Q. Also, In 1st half we depleted cash to invest in downstream projects, thus lower cash balance in 2Q. CFO said Yingli will recover cash balances in 3Q when they sell 60% of their downstream project. Along with no marketing expense (FIFA), gross margins will increase. Even with a lower ASP in the 3rd quarter.

    Did you guys catch that from the CFO today?

    The outlook for 3Q is very good. Anyone smart enough can see that, and this stock will run up until next CC. Congrats to all those who bought today. Smart move.

    Sentiment: Strong Buy

  • yan3kigndoms by yan3kigndoms Aug 27, 2014 5:10 PM Flag

    Where u been? Did you short this stock today at $3.20? Good luck.

    U guys should listen to CC. I helps to understand the numbers. But u guys not into DD. So doesn't matter.

    Sentiment: Strong Buy

  • Reply to

    3Q

    by yan3kigndoms Aug 27, 2014 2:18 PM
    yan3kigndoms yan3kigndoms Aug 27, 2014 3:24 PM Flag

    They first mentioned profitability last year will be 2Q 2014. 1Q CC CFO changed it to end of 2Q or beginning of 3Q. That was before CVD thanks to Solarworld. CFO said CVD affected 2Q gross margins.

    The bright side is they are heading in the right direction albeit very slowly. Debt been decreasing 3 quarters in a row and building equity. Gross margin looking better and getting more profitable.

    If you want to look at balance sheet getting worse and worse, check out coal stocks.

    Sentiment: Strong Buy

  • yan3kigndoms by yan3kigndoms Aug 27, 2014 2:18 PM Flag

    3Q is setting out to be the breakout quarter.

    They did not recognize any downstream projects this year. That said they will target sell 60% of the downstream project 2nd half of the year. Also, they will stop using 3rd party OEM, thus reduction full year guidance.

    Definitely buying now on this downturn and hold for the breakout 3Q.

    Money from sell of downstream projects and reducing cost from producing all modules in house should push Yingli into profitability in 3Q.

    Still very disappointed that management can't speed up profitability sooner. But, all numbers are improving. That is what is important.

    Sentiment: Strong Buy

  • Reply to

    Lots of gamblers today

    by yan3kigndoms Aug 26, 2014 3:13 PM
    yan3kigndoms yan3kigndoms Aug 27, 2014 2:13 AM Flag

    Big gambler after hour sold 120k shares.

    Sentiment: Strong Buy

  • yan3kigndoms by yan3kigndoms Aug 26, 2014 3:13 PM Flag

    The bet today, YGE will miss tomorrow.

    YGE analysts haven't got it right in 4 years. I doubt they will get it right tomorrow. I will focus on the trends. Increasing margins, shipments, lowering cost. If the trend points north, I will keep on holding.

    I don't know why anyone want to daytrade this stock. Beta at 2.5. Price can turn on a dime. I witness this stock go up and down over 30% in one day. That's quite a swing.

    Sentiment: Strong Buy

  • 1) China and US is working a deal on tariffs. When CVD resolves, this will go up.
    2) YGE ships half as much as Trina to U.S. Tariff impact will also be half.
    3) Solar stocks shoots up 2nd half of the year along with shipments. Sell now, you will miss out on the best quarters of the year 3Q and 4Q quarters.
    4) India voted against tariffs. They will add to already high demand driving ASP.
    5)Who listens to YGE's analyst, they can never get the estimates right. My predictions are much better than theirs. My estimate is $-0.15.
    6)South America's solar market is getting hot.
    7)YGE is expanding downstream market.
    8) EU told Solarworld to go Fff yourself on more investigations into antidumping.
    9) YGE will report profit for the first time in 3 years next quarter. This will shoot up at least 30% on this news alone.

    Trend trader (technical trader) will loose on this stock. Long term investors will be rewarded. The solar boom just begun. It will only get better and will definitely heat up by 2018.

    Sentiment: Strong Buy

  • yan3kigndoms yan3kigndoms Aug 26, 2014 11:54 AM Flag

    The epicenter doesn't revolve around U.S. Tariffs' impact is short term. The largest effect is in 2nd quarter. If you are long term investor, I would not worry. Trina's down fall was the increase shipment to US 32% to 38% and China from 12% to 34%. And a decrease shipment to Japan from 30% to 18% and EU from 11% to 6%. Obvious the decrease in margin is attributed from shift in shipments from higher ASP countries to lower ASP countries. YGE has a history of around 20% shipment to U.S. which is almost half of Trina's. Also, Yingli is well ahead in establishing new partners, especially in South America.

    Sentiment: Strong Buy

  • Reply to

    SolarWorld: What a loser

    by yan3kigndoms Aug 25, 2014 12:48 PM
    yan3kigndoms yan3kigndoms Aug 26, 2014 11:14 AM Flag

    Thanks Solarworld for ruining my morning. Now you messing with my money. Hope YGE has less US exposure and as CFO said, tariffs will be absorbed and will have minimal impact.

    Sentiment: Strong Buy

  • Reply to

    SolarWorld: What a loser

    by yan3kigndoms Aug 25, 2014 12:48 PM
    yan3kigndoms yan3kigndoms Aug 25, 2014 10:47 PM Flag

    Not ironic. Even German consumers smart enough to buy from Yingli rather than Solarworld's trash bombs.

    Sentiment: Strong Buy

  • yan3kigndoms by yan3kigndoms Aug 25, 2014 12:48 PM Flag

    SolarWorld now issuing warning that their panels can set on fire. This is the only US operation not making a profit. What is worse is that DOC not smart enough to pick out the dimwits in class and now wasting time on their complaints. While all other US solars making record profits with market cap around $5 billion. Solarworld is wasting US tax dollars on hurting US consumers. We need to complain to the head of DOC.

    Sentiment: Strong Buy

  • Reply to

    Two trading days till earning !

    by kgolesorkhi Aug 25, 2014 10:46 AM
    yan3kigndoms yan3kigndoms Aug 25, 2014 11:16 AM Flag

    This quarter (3Q) yes. Last quater 2Q, no. I hope CFO will mention something like we are operating in the black right now. I doubt it though. Have to wait 3 more months for the 3Q results. Looking for EPS -0.15. Sad that we will be the very few still not profitable :( But, this gives the opportunity for new investors or existing investor to add shares. Looking for CC to mention new downstream projects from money raised secondary offer. Also to mention adding new capacity with the new n-MWT cells.

    Sentiment: Strong Buy

  • Same as last year, China imposed polysilicon tariffs from EU. Karel de Gught gave in and negotiated a minimum price agreement. Now, same thing is happening with US. When agreement is reached, this will set fuel to all Chinese solar stocks. When YGE report break even or profit, this will launch YGE stock higher. This was a $30 stock, and it will be there again soon.

    Sentiment: Strong Buy

  • yan3kigndoms yan3kigndoms Aug 20, 2014 11:18 AM Flag

    As smart as those dimbats: Fools, theStreet, SA, Barron bashing YGE at $2.70. Now grandpa and grandma that listened to them missed a 30% surge. How can they sleep at night giving bad advise. Simple put, people on this board is much smarter than those dimwits.

    Sentiment: Strong Buy

  • Reply to

    This time last year

    by aaronstephenson949 Aug 19, 2014 4:56 PM
    yan3kigndoms yan3kigndoms Aug 19, 2014 5:16 PM Flag

    Solar can some what be base on 1 year chart if you looking at the seasonality of solar. There is a 1 year trend in terms of high and low sales per quarter. We are entering the high quarter, 3Q and 4Q.

    Sentiment: Strong Buy

  • Reply to

    Trina + Yingli timing

    by stocksleuthcom Aug 19, 2014 2:12 PM
    yan3kigndoms yan3kigndoms Aug 19, 2014 5:14 PM Flag

    From what CFO said. Break even end of 2Q or beginning of 3Q. Overall, 2Q will still be in the red. My estimate is $-0.15. 3Q report for sure will be positive. Anyways, have to buy BEFORE they turn positive.

    Sentiment: Strong Buy

  • Reply to

    $2.80 Bashers

    by yan3kigndoms Jun 17, 2014 10:34 PM
    yan3kigndoms yan3kigndoms Aug 19, 2014 11:02 AM Flag

    Where are the bashers at $2.80 level? I tell everyone to buy below $3. Now you are rewarded! More good times to come.

    Sentiment: Strong Buy

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