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TSL Q1 2014 EPS Competition

Started By odyd , May 16 2014 07:14 AM

61 replies to this topic

#41 odyd

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Posted 19 May 2014 - 08:05 PM

From their transcripts 10 to 15%


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#42 odyd

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Posted 19 May 2014 - 10:16 PM

Trina's products for the rooftop market

http://www.pressepor...-aufdachanlagen


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#43 uchsteve

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Posted 20 May 2014 - 07:25 AM

.08


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#44 odyd

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Posted 20 May 2014 - 07:27 AM

The competition ends today at midnight MST.


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#45 Pop2mollys

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Posted 20 May 2014 - 11:49 AM

.17
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#46 uchsteve

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Posted 20 May 2014 - 06:08 PM

Can anyone confirm that Deutsche Bank (Vishal Shal) lowered the PT on TSL to $17.00 (buy) today?


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#47 thejaq

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Posted 20 May 2014 - 06:40 PM

.36


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#48 Xeloris

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Posted 20 May 2014 - 07:36 PM


Can anyone confirm that Deutsche Bank (Vishal Shal) lowered the PT on TSL to $17.00 (buy) today?
 

 

figured they would at least wait til earnings before lowering anything.. Then again the stock plummeted in last month its easy now to lower price targets


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#49 odyd

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Posted 20 May 2014 - 07:49 PM

I did not see anything out there. If you have a link it would be great.  I am happy with 13


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#50 JMK

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Posted 20 May 2014 - 08:50 PM

0.11


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#51 odyd

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Posted 20 May 2014 - 08:55 PM

Josh, put your expectation for EPS please


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#52 joshchang

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Posted 20 May 2014 - 08:57 PM

Josh, put your expectation for EPS please

27c, Good luck to all!


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#53 doozeel

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Posted 20 May 2014 - 09:14 PM

.21


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#54 odyd

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Posted 20 May 2014 - 09:16 PM

When was the last time we looked at this?

http://solarpvinvest...ndices/us-index

I feel Like 9 months ago came back


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#55 dk1

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    Posted 21 May 2014 - 03:30 AM

    0.21


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    #56 griffzinho

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    Posted 21 May 2014 - 04:04 AM

    http://finance.yahoo...-110000913.html

     

    Impressive results. Huge guidance (1GW per quarter) but guided GM down to mid teens due to Poly price increases.


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    #57 Pop2mollys

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    Posted 21 May 2014 - 04:13 AM

    http://finance.yahoo...-110000913.html

    Impressive results. Huge guidance (1GW per quarter) but guided GM down to mid teens due to Poly price increases.

    Agreed, everything very strong but moving from 4-5% down in GM in QoQ guidance is a big drop and the one negative which jumps out at me. Curious to see what all you TSL holders do with initial pop.
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    #58 Xeloris

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    Posted 21 May 2014 - 04:19 AM

    damn i sold off all my june calls at depressed levels yesterday and rolled them to january 2016's.. that would have helped me recoup alot of cash.. O well i couldn't take the risk of getting wiped out totally..   Dang was off by .1 cent. i kept jumping between .36 and .37


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    #59 abcdefgjoho

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    Posted 21 May 2014 - 04:21 AM

    well the drop on GM should be mainly related to not selling another 50 MW plant in q2 or not ? in q3, q4 when they can sell further plants it should help again. i see they do the next phase of the 50 MW which was sold in q1 now - wouldnt surprise if the same buyer buys that again - once completed. next phase I think is 100 mw.


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    #60 abcdefgjoho

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    Posted 21 May 2014 - 04:22 AM

    "Following the successful completion of our 50 MW solar project in 2013, this being the initial phase of our planned Wuwei solar project, we started construction of an additional 100 MW solar power plant in Wuwei. This marks phase two of the Wuwei project and is expected to connect to the grid in the second half of 2014."

     

    i am referring to this, wouldnt surprise me if that 100 mw is sold off H2


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