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  1. Yesterday
  2. explo

    Trading Solars

    Same here. Barely above water for the year.
  3. SCSolar

    Trading Solars

    Rough week on the market. It wiped out my gains from the past 5 weeks. This year has been like that. A slow crawl up, then wham gone in 1 week or so. 2 of my accounts are under water, 3 accounts are up 4-6% for the year. Overall negative for the year. Plays in Tech, Marijuana and Lithium have not done well. The tried and true large cap dividend has fared better.
  4. Last week
  5. dydo

    Genomic Index

    Dec 7, 2018
  6. dydo

    Genomic Index

    Dec 6, 2018
  7. Klothilde

    Solar News

    Yes but mono-grade poly down on ET and PVIL. Not good for DQ.
  8. SCSolar

    Solar News

    Price Trend reversal, everything is going up components to modules with PERC leading the charge http://pvinsights.com/ Item High Low Average AvgChg AvgChg % Multi Cell Price Per Watt 0.135 0.090 0.103 Positive Change Sign 0.002 Positive Change Sign 1.98% Non China Poly Cell Per Watt 0.140 0.090 0.103 Positive Change Sign 0.002 Positive Change Sign 1.98% Poly PERC Cell Per Watt 0.135 0.105 0.111 Positive Change Sign 0.002 Positive Change Sign 1.83% Non China Poly PERC Cell Per Watt 0.135 0.115 0.122 Positive Change Sign 0.002 Positive Change Sign 1.67% Mono PERC Cell Per Watt 0.170 0.145 0.149 Positive Change Sign 0.004 Positive Change Sign 2.76% Non China Mono PERC Cell Per Watt 0.170 0.145 0.149 Positive Change Sign 0.004 Positive Change Sign 2.76% High Eff Mono PERC Cell Per Watt 0.170 0.150 0.155 Positive Change Sign 0.005 Positive Change Sign 3.33% 156 mm Multi Solar Cell 0.630 0.400 0.472 Positive Change Sign 0.01 Positive Change Sign 2.16% 156 mm Mono Solar Cell 0.870 0.530 0.605 Positive Change Sign 0.005 Positive Change Sign 0.83%
  9. dydo

    Genomic Index

    Dec 4, 2018
  10. solarpete

    Canadian Solar (CSIQ)

    Except that Chinese solars haven't traded at valuations equivalent to their US peers in what? Over a decade? Why should that change now? Don't get me wrong--I still have shares from the mid-30s, so I'd love to see these stock prices. But it will have to be from earnings, not an increase in P/E. And that's still 2+ years away.
  11. Klothilde

    Canadian Solar (CSIQ)

    Such a sad story. I once saw their fair price in the twenties. But then they went on to bet $13/share on the wrong horse. Just sad.
  12. SCSolar

    Canadian Solar (CSIQ)

    Good past is prolog argument. https://www.profitconfidential.com/stock/canadian-solar-stock/canadian-solar-stock-worth-double/
  13. dydo

    Genomic Index

    Dec 3, 2018
  14. Usbstefan

    First Solar (FSLR)

    Yes. Given the influence Goldman analysts have on the capital markets it is great to see Brian become more supportive of the company’s prospects.
  15. Klothilde

    First Solar (FSLR)

    Yes me likes them upgrades, keep em coming. Goldman yummy.
  16. Earlier
  17. sunnypease

    Canadian Solar (CSIQ)

    Hi Mark - Well I truly am psyched & happy that you have managed some recovery here with CSIQ. You really deserve great rewards for choosing maybe the most important place to put your money. To enable this green revolution that our world desperately needs. Good work! Matt
  18. dydo

    Genomic Index

    Nov 30th, 2018
  19. Mark

    Canadian Solar (CSIQ)

    I suspect they (Qu/Lion Point/Luminous and maybe Morgan Stanley) wanted to 1) get the bad news out of the way so it didn't overshadow the good quarter and 2) shake out any weak hands and traders, so that a stronger, more dedicated shareholder base was in place so they could more easily run this up to $17+. Don't get me wrong, I hated that whole thing at the time, but I didn't sell any and it worked out well for me. I'll be trading around a core position for the next year at least and am hoping these hedge funds and MS and Qu are greedy pigs who are envious that FSLR is trading at $44 and want to work this thing up far and fast.
  20. sunnypease

    Canadian Solar (CSIQ)

    I'm saying he could have announced the retracting of the offer during the ER, allowing his current holders to benefit. As it was, every body had a panic when it was retracted. I had my mother in the stock, as a green / good investment. And was simply punished. I think I'll go buy some Peabody Coal. (ok not)
  21. solarpete

    Canadian Solar (CSIQ)

    What are you talking about?? Having a position in CSIQ from a much higher level, I'm GLAD it didn't go through--I think the share price will go well above $20 in the next 2 years! It was a lowball offer, and I'm glad he didn't get the company on the cheap!
  22. sunnypease

    Canadian Solar (CSIQ)

    What a total Arse Qu was to retract his offer mere days before posting a great quarter.
  23. First IND for EDIT approved
  24. dydo

    Genomic Index

    November 29th, 2018
  25. MVA

    Canadian Solar (CSIQ)

    We have another big fund joining CSIQ - Morgan Stanley (2,959,560 shares) as of 11/29/2018... https://fintel.io/so/us/csiq
  26. Mark

    Solar News

    https://www.energytrend.com/pricequotes/20181129-12737.html Some positive news.
  27. dydo

    Genomic Index

    November 28th, 2018
  28. Klothilde

    JinkoSolar (JKS)

    Well currently they are generating very little cash flow, so the cash required for big CAPEX would have to come from further debt. So maybe they are prudent on CAPEX because they fear getting drawn into a debt spiral like Yingleeee or maybe it was the banks who told them "sorry hon but I just don't see the cash flow to get my money back". I think the banks have started to tell a few people "sorry hon", e.g. Qu. Looking at Q3 numbers it looks like they already started playing with working capital to squeeze out the required cash for their CAPEX commitments. AP up, AR down, inventory down. I'm definitely getting the vibe that they are starting to get prudent on cash.
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