61 replies to this topic

[odyd]

Ok, let's get in the thick of it.

Same rules, same prize. April PDF. We have another industrial buyer joining CEDR. TWN pv company.

[acshen]

0.03

[kknd1234]

.26

[odyd]

$0.33

[hellosolar]

0.28

[Tibilorio]

0.26

[greensolar]

0.23

[explo]

.31

[Koolinv]

0.25

[Jetmoney]

$0.28

[abcdefgjoho]

0.30

[jeffsmith]

0.36

[odyd]

Looks like second best EPS in Q1, after JKS, averaging the vote. Trading below the book while JKS trades at the book times 2.

[sunnysky]

Definitely above 30 cents I think. It could be meaningfully higher based on adjustment items. 

 

My bet:  0.39

[eysteinh]

0.29

[Pop2mollys]

.17

[pg6solar]

I think the real question is what will the market do to TSL stock. Given expectations are even lower than JA's were, and if TSL beats by an even wider margin as illustrated by most above, will market show lukewarm reaction as was shown to JA? Or will it be something else? Maybe we need a poll on that. 

[explo]

I think the real question is what will the market do to TSL stock. Given expectations are even lower than JA's were, and if TSL beats by an even wider margin as illustrated by most above, will market show lukewarm reaction as was shown to JA? Or will it be something else? Maybe we need a poll on that. 

 

pg6solar, I think something else will happen. I moved my comment on this to the "May 2014 Trades" thread.

[Xeloris]

I deleted previous guess,

 

im thinking .36 while meeting top end of their revised guidance at about 565 MW shipped,  Maintain year end view for both shipments/projects.   Q2 guide about 17-19% GM. 

 

They state they should have 400-500 MW projects completed by year end, i wonder how much of this is going to be sold and recognized this year.  I don't see them holding onto the projects honestly as they are putting alot of cash into upgrades and expansion.   More importantly for them it to recognize profits now and pay for these upgrades while not stressing balance sheet. Looks like they are working towards being the leader when it comes to DG with the new advancements to technology.  I think it may be a bit early for the build and hold stages of industry during massive growth phase as it is very capital intensive. They can always build and hold later. 

[Bodhi]

0.27