Ok I've watched First Solar do it's thing, HOKU, ASTI, sometimes you run into a sector where for whatever reason you are forever behind the 8 ball. You decide it is too hyped and that's it you watch it run. Hummm. Google at $87 stoney? Do I really believe in solar? Yes and no. A LOT IS HYPE SEEMS BAKED IN NOW for sure but the startups are happening, the brainpower is going into solar...
All of this brings me to the point. I want some big F'ing FSLR like solar money, I've stood by tracking a few like ASTI and let them float away like solar balloons. I nailed Canadian Solar for a big payday and now I strike surgically like a panther in the night. YGE. You belong to me now!!
Yingli Green Energy Holding Company Limited (Yingli Green Energy) is a vertically integrated photovoltaic [PV] product manufacturer in China. Through Baoding Tianwei Yingli New Energy Resources Co., Ltd. (Tianwei Yingli), the Company's principal operating subsidiary based in China, it designs, manufactures and sells PV modules. It also designs, assembles, sells and installs PV systems that are connected to an electricity transmission grid.
As of June 7, 2007, the Company's annual production capacity was 95 megawatts of polysilicon ingots and wafers, 90 megawatts of PV cells and 100 megawatts of PV modules. Yingli Green Energy's end-products include PV modules and PV systems in different sizes and power outputs. It sells PV modules under its own brand name, Yingli, to PV system integrators and distributors located in various markets around the world, including Germany, Spain, China and the United States.
Yingli has been no exception to the exceptional growth seen in the solar industry over the past two years, with earnings growth nearly quadrupling in 2006. The company hit a bit of a snag with its earnings in the past two quarters that has held back the shares if you can call doubling held back which in Solar land you can. As a recent Ipo it fluttered up from $12 or something and actually hit $20 as I remember in July so that could be called support.
With support here and the odds of a earnings explosion ahead of us, we have a pretty good investing set up>> have we stumbled on that rare breed... A solar play so undercover only you and I know about it!
It's China!
It's solar!
It's a vertical integration story.
Poised for expansion & lets hope they make whatever transition they have to in these modules to stay current. I like that they sell big heavy stuff into the electrical grid those are big contracts not some roadside assistance box!
I think YGE could do very well for us here I'd put the odds at better than 50 -50 for an stock explosion a double as the name becomes more wall known. No one I've mentioned the name to today had heard of it... a good sign. But I was asking around my kids preschool. I don't think we can get stepped on here by a recent player... all of this shapes up as a nice play for the aggressive investor.
~ stoney
*the company is seen posting overall growth in 2007 of 82%, then another 90% growth in 2008.
All of this brings me to the point. I want some big F'ing FSLR like solar money, I've stood by tracking a few like ASTI and let them float away like solar balloons. I nailed Canadian Solar for a big payday and now I strike surgically like a panther in the night. YGE. You belong to me now!!
Yingli Green Energy Holding Company Limited (Yingli Green Energy) is a vertically integrated photovoltaic [PV] product manufacturer in China. Through Baoding Tianwei Yingli New Energy Resources Co., Ltd. (Tianwei Yingli), the Company's principal operating subsidiary based in China, it designs, manufactures and sells PV modules. It also designs, assembles, sells and installs PV systems that are connected to an electricity transmission grid.
As of June 7, 2007, the Company's annual production capacity was 95 megawatts of polysilicon ingots and wafers, 90 megawatts of PV cells and 100 megawatts of PV modules. Yingli Green Energy's end-products include PV modules and PV systems in different sizes and power outputs. It sells PV modules under its own brand name, Yingli, to PV system integrators and distributors located in various markets around the world, including Germany, Spain, China and the United States.
Yingli has been no exception to the exceptional growth seen in the solar industry over the past two years, with earnings growth nearly quadrupling in 2006. The company hit a bit of a snag with its earnings in the past two quarters that has held back the shares if you can call doubling held back which in Solar land you can. As a recent Ipo it fluttered up from $12 or something and actually hit $20 as I remember in July so that could be called support.
With support here and the odds of a earnings explosion ahead of us, we have a pretty good investing set up>> have we stumbled on that rare breed... A solar play so undercover only you and I know about it!
It's China!
It's solar!
It's a vertical integration story.
Poised for expansion & lets hope they make whatever transition they have to in these modules to stay current. I like that they sell big heavy stuff into the electrical grid those are big contracts not some roadside assistance box!
I think YGE could do very well for us here I'd put the odds at better than 50 -50 for an stock explosion a double as the name becomes more wall known. No one I've mentioned the name to today had heard of it... a good sign. But I was asking around my kids preschool. I don't think we can get stepped on here by a recent player... all of this shapes up as a nice play for the aggressive investor.
~ stoney
*the company is seen posting overall growth in 2007 of 82%, then another 90% growth in 2008.