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realfast95

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realfast95

Re: hebercreeper post# 9124

Friday, 11/14/2014 3:07:49 PM

Friday, November 14, 2014 3:07:49 PM

Post# of 10143
if you want to short a solar JKS might be a good target. They report on 11/20AM and keep some of their farms for a potential yieldco.
Therefore they could miss their numbers like last Qtr.
I don't think they will spin out a yieldco for China because then they would have to give out cash dividends.
Barrons and Axiom's Gordon Johnson (Bear). Will say that these farms are not getting hooked up to the Grid and China will never meet their targets anyway.
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