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Register for free to read and post about US Solar companies and Selected Chinese Cos. 08/02/2015
Register for Free to read and post about US solar companies. Registered Members can also post on Yieldco forums and post on selected Chinese companies.
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Jetmoney
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Jetmoney's Activity
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Jetmoney added a post in a topic Solar News
The article shows:
Market Cap: $ 842.3 mil Revenues: $ 8.9 mil (last 12 months) Net Income: $ -10.7 mil (last 12 months) IPO Profile Symbol: CAFD Shares (millions): 20.0 Price Range: $19.00 - $21.00 Est.$ Volume $ 400.0 mil-
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Jetmoney added a post in a topic Solar News
Well, until it doesn't. If stocks always follow this pattern, then trading is too easy. One of these days, it will fool all traders. It could be this Monday.
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Jetmoney added a post in a topic Solar News
Thank you for the JASO write up. Per article: 'We estimate net income for the company at $12 to 15M and around $24 to $0.30 per share based on 50M shares outstanding." Not to be nitpick but I think you meant $12M to $15M and around $0.24 to $0.30 per share? If estimate is that low, and JASO could handily beat it, what is holding JASO back from good fireworks on Monday?
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Jetmoney added a post in a topic Solar News
So, JKS drops 3% today, for a week it would drop 15% and in about 2 months, it has nothing left? Do I get it right?
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Jetmoney added a post in a topic Solar News
DQ just reported 2014 Q4 ER on April 10. It announced that it will report 2015 1Q on May 8 (only 1 month after its Q4 ER). Why so fast? Is this good or bad?
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Jetmoney added a post in a topic Solar News
PV Solar future is inevitable
http://www.vox.com/2015/4/28/8506953/solar-photovoltaic-future
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Jetmoney added a post in a topic Solar News
Sunny, Since you are holding DQ, what is your opinion on it? I am tempted to establish a position at this price. With a potential explosive PV solar installation in 2015 and beyond, I would think silicon prices would be stabilized or even inching up later this year and next. With DQ cost being so low, and with good GM and OM, DQ should rake in good profit for 2015 and maybe next year. What do you see as the potential down fall for DQ?
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Jetmoney added a post in a topic Solar News
Wonder what they based the PT on. JASO has better BS, better Debt/Equity ratio, better PE ratio and better earnings. Why does it get lower PT and lower market cap?
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Jetmoney added a post in a topic Solar News
Wasn't Xiaofeng Peng used to be chairman of LDK? Now he is chairman of SPI buying parts of his old company back?
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Jetmoney added a post in a topic Solar News
Sunny, Thanks for the article. This reminds me of cell phones versus land line. We know the outcome of that. I feel solar with storage to be the future to replace utilities. Does any of the CN4 have work on storage solution?
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Jetmoney added a post in a topic Solar News
Just read Warren Buffett letter to shareholder. There is famous quote in the letter: "Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices." I think CN4 are wonderful companies at wonderful prices. A good combination.
There is another quote: "Active trading, attempts to “time” market movements, inadequate diversification, the payment of high and unnecessary fees to managers and advisors, and the use of borrowed money can destroy the decent returns that a life-long owner of equities would otherwise enjoy."
So, have faith like Pop. Active trading and time the market movements may not work too well (just my opinion).
Here is the link to the letter:
http://www.berkshirehathaway.com/letters/2014ltr.pdf
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