thanks to Marie 4 the due diligence of a Freudian slip for the 3rd and 4th Quarter earnings estimates

Joe Maxa – Dougherty & Company

I wanted to get a little more color on the expectations for the second half. Obviously it’s a very back-end loaded with your DG business. Can you give us some color on which projects you are expecting to account for that roughly $230 million over the last six months of the year?

[Foreign Language]

Peter Mak

This is Peter Mak. Basically we have 17 contracts ongoing to date and then in the last quarter, the second quarter, a few of them relates to biomass as fuel project. We’re subject to a little bit delay because we want to enhance the design to customize to clients needs and these designs has been completed. So we will be able to catch up with the revenue from these biomass projects. So your question relates to the second half of the revenue, I believe that our existing 17 contracts will continue to provide a basis for us to recognize revenue to achieve the remaining $260 million.
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Has no one else noticed anything with respect to Mak’s statement?

Read the very last sentence.

$88,700,000 to date. $320,000,000 formal guidance.

As Maxa “estimates” = remaining 6 months need $230m – actually it is $231,300,000.

So….why does Mak say they expect the 17 contracts to continue to be the basis to achieve the remaining: $260,000,000.

Looks to me like Mak’s figure is already $28,700,000 more. Which equals $348,700.000. Freudian slip? Or does he already “bottom line” know?

Occasionally, some metric comes along that actually RINGS a BELL and makes one perk up and take notice. With (APWR) selling off today to the tune of 6.5%, the APWR valuation is less than one times Revenues and is less than half 2010 expected conservative revenue estimates of over 600 Million. So, for you VALUE investors, you get a few chances along the way to add signifigantly on no news for the APWR swoon from over $14 two months ago to around $8 today based on APWR not meeting unrelalistic stupid estimates by analysts on earnings quarterly. With so many shares short, this is going to be classic MONSTER SHORT squeeze once news hits and the Thailand contract news could come any day soon.!

At one times 2009 revenues and LESS than .5% 2010 RAMPING REVENUES, buying APWR with both hands for the classic short squeeze north!
Author is LONG APWR and added today at $8.09
Themes: Wind Power, China, Shenyang Power Alliance Stocks: APWR, GE, VWDRY.PK

Why did I add more??? The downside is .50 cents, the UPSIDE is $5 short term

the RISK REWARD ratio is in your favor short and long term

Sure, APWR could do down some more but the UPSIDE with 5.4 million SHORT is too much upside to ignore and not take advantage of long term and short term!