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Renesola Management - My 2 Cents      6-Nov-09 02:57 pm    
Unfortunately as a Chinese Solar Co. Renesola gets slammed because of all the past mistakes/lies/questionable accounting practices of LDK.

So, my advise for management is to do a thorough analysis of their business plan, their future direction, why they bought JC Solar and Green Solar, their past execution, update on 500MW power plant and what is in the pipeline for the upcoming CC.

It is not the time to be a nice and shy guy and work hard behind closed doors because you have yourself seen it now that "If you do not clearly spell out then ONLY THE WORST will be assumed".

Another Note - Try to work with Jesse Pichel, he truly is the market mover for the Chinese solars. He has been wronged and maligned by LDK and was instrumental in bringing Renesola to US stock exchange so work with him. Use him as a sounding board. Goldman has already shown that they think highly of Renesola management otherwise they would have never put Renesola in "Conviction Buy List" but they took it back because of the blown/amateurish secondary in Renesola.

Good luck to the management in your preparation for the CC. Remember that a big part of your stock appreciation comes from analysts understanding and trusting your business plan. You can not underestimate the value of this.

Garry - would appreciate your comments or corrections as always..
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anissa.kwon...

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  Subject Author Rating Time of Post (ET)  
 
Renesola Management - My 2 Cents
anissa.kwon... (1 Rating) 6-Nov-09 02:57 pm  
 
Don't tell the board .... tell Renesola management...
wyco_spike Rate it 6-Nov-09 03:09 pm  
 
Hi Anissa, You are quite right and I am pressin...
garry9819 Rate it 6-Nov-09 04:20 pm  
 
Garry, Do you follow the TSL board at all...
paybak66 Rate it 6-Nov-09 04:33 pm  
 
Hi Paybak, Thanks for the information, ...
garry9819 Rate it 6-Nov-09 04:40 pm  
 
i have been following solars for al...
rockinghors... Rate it 6-Nov-09 08:45 pm  
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ReneSola Ltd. (SOL)

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