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portefeuille (99.61)

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August 06, 2009 – Comments (11)

Am I the only one who does there little "pseudo calculations" to see whether numbers make sense? somewhat.

I just read this "Canadian Solar increased its guidance of solar power shipments for 2009 to between 260 megawatts and 270 megawatts, up from previous guidance of between 200 megawatts and 220 megawatts.".

Where did I read this? here.

Why did I read this? It is one of my recommendations from here and I follow there. somewhat.

So here is my little "calculation". The upper end of that range means that they would ship in 2009 "close" to 1 W per U.S citizen or "close" to 10 W per Canadian citizen. That seems to be okay (as to "order of magnitude") and not really that expensive (now it gets somewhat esoteric) if you calculate "enterprise value per 2009 shipped watts" ("close" to 3 USD).

Please don't discontinue reading my recommendations. I do some "real" research as well, hehe ...

Feel free to describe your little pseudo calculations!

 

I did one more calculation. Our average nuclear power plant over here has power of ca. 1GW. I know, it is not "sunny" 24 h a day and where I live you are lucky to get any sunshine at all (okay, not quite that bad ...) and I don't know how the specification work, I guess they use something like "watts peak", but again this comparison makes sense.


 

 

 

11 Comments – Post Your Own

#1) On August 06, 2009 at 2:57 PM, portefeuille (99.61) wrote:

there little

these little

follow there

follow these

... , but again this comparison makes sense.

... , but again this comparison makes sense. somewhat.

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#2) On August 06, 2009 at 4:57 PM, portefeuille (99.61) wrote:

Crocs, Inc. Reports Fiscal 2009 Second Quarter Financial Results

 

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#105) On March 06, 2009 at 10:50 AM, portefeuille (99.99) wrote: CROX - 1.17 - outperform

...

#477) On April 25, 2009 at 1:31 AM, portefeuille (99.99) wrote: CROX - end outperform - 2.25 - no new rating

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(from here)

currently at ca. $5.45.

 

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#3) On August 06, 2009 at 4:57 PM, portefeuille (99.61) wrote:

************************************************************************************

a guide to my blog posts can be found in the comment section to this post

(should be or should be close to the last comment)                                                                

************************************************************************************

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#4) On August 06, 2009 at 5:24 PM, portefeuille (99.61) wrote:

I think that my player tirezpour might catch bravobevo this year.

 

 



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#5) On August 06, 2009 at 6:25 PM, portefeuille (99.61) wrote:












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#6) On August 06, 2009 at 7:26 PM, portefeuille (99.61) wrote:

IncrediMail Ltd. Q2 2009 Earnings Call Transcript

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#7) On August 06, 2009 at 7:29 PM, portefeuille (99.61) wrote:

Macquarie Infrastructure Company Reports Second Quarter 2009 Financial Results

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#36) On March 02, 2009 at 2:14 PM, portefeuille (99.98) wrote: MIC - 0.94 - outperform

...

#499) On May 13, 2009 at 1:21 PM, portefeuille (99.98) wrote: MIC - end outperform - 2.71 - no new rating

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currently at ca. $4.75.

 

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#8) On August 07, 2009 at 12:03 PM, portefeuille (99.61) wrote:

down to third place, but still winning the team trophy, hehe ...

 



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#9) On August 07, 2009 at 7:01 PM, portefeuille (99.61) wrote:

performance of some of the "outperform" calls made here.

(dividends not included. this is the relative change for the period starting at the time the call was made and ending today. so this is performance, not outperformance measured against the benchmark. there may be errors in the list)

 

name ticker rel. change (%)

Human Genome Sciences, Inc. HGSI 2868.00
ValueVision Media, Inc. VVTV 1233.33
Century Aluminum Company CENX 888.29
SPARTECH CP SEH 810.07
Novavax, Inc. NVAX 653.85
BORDERS GROUP INC BGP 612.73
GRUMA SAB DE CV ADS GMK 596.77
Fifth Third Bancorp FITB 565.07
LAS VEGAS SANDS CORP LVS 529.15
BELO CORP BLC  525.45
BARCLAYS PLC ADR BCS 484.50
Dendreon Corporation DNDN 483.58
STEC, Inc. STEC 283.55
ING GROUP NV ADS ING 281.87
PROSIEBEN SAT.1 VZ PSM.DE 269.70
Cray Inc. CRAY 259.07

...

...

...

Anadys Pharmaceuticals, Inc. ANDS -39.73
Odyssey Marine Exploration, Inc. OMEX -46.70
Repros Therapeutics Inc. RPRX -51.13
Sequenom, Inc. SQNM -63.49
ARCANDOR ARO.DE -78.24
EPIX PHARMACEUTICALS EPIX.OB -97.27

 

also see comment #11 here.

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#10) On August 08, 2009 at 9:07 AM, portefeuille (99.61) wrote:

full list is here.

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#11) On August 16, 2009 at 2:24 PM, portefeuille (99.61) wrote:

update in comments 5-8 here.

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