Admiral Adama

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Fame: 175
Sometimes you have to roll the hard six.

Joined Nov 2019

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Best part is, they didnt even mention anything about the super capacitor in the qr's performance review and future prospect!
1 week · translate
The acquisition of 50% shares of that company completed in last october right? So the order should be included in the qr.
1 week · translate
so the so called 300mil usd of super capacitor order book is just a hoax?
1 week · translate
业绩也只是普通罢了,如果以EPS来比较的话则是跌了15%。妈的去年有印这么多票吗?
1 week · translate
不希望cypark参与lss4的epcc工程,现在的竞争太大没肉吃。希望他们能把资源集中在wte这块肥肉上。
1 week · translate
不懂是不是打错。1,100MW和1.100MW相差一千倍哦。不过我觉得应该是1.1而已,因为FIT的quota很少而已。
2 weeks · translate
因为这些好消息都是要很多年后才有成绩看的,而且需要很大的capex。
2 weeks · translate
can fly like dataprp or not? :/
2 weeks · translate
with all due respect, solar biz is easy to progress in Msia. Gomen has to comply to the paris agreement whether they like it or not. Let alone gomen has targeted to meet higher than required quota by 2025. But that also a problem, it is just toooooooo easy hence the IRR has dropped to low single digit. The good old day of high double digit IRR is just gone.
3 weeks · translate
lss4 package 2的lowest bid和lss3差不多,但是highest bid却低很多,连20c/kwh都没有。老实讲之前lss3的价钱和lss1/lss2的相比之下我看到都已经没什么胃口了。之前solar panel的价钱预测会少于usd0.2/Wp,但是现在却是usd0.29/Wp。这些为了拿tender而把价钱压到那么低能够抵御成本的波动吗?还会剩多少赚幅?你们不要忘了这个bid price是要维持是21年保持不变的!

不过,毫无悬念cypark下星期是肯定跌的,短期来看应该没什么看头了。
1 month · translate
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