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  2. tupapa

    Daqo (DQ)

    Your ignorance and foolishness regarding the poly sector are shocking. Watch out for 120, daqo heading there in the next few months.
  3. tupapa

    Solar News

    Im not the type to blow his own trumpet but the most recent price action in daqo shows such a blatant case of outright manipulation that I feel compelled to point it out once more. Jpmorgan downgrade a 6 PE ratio stock, they then accumulate all the stock issuance, once they are done the stock flies. Watch out for the buy ratings, next stop 120, of course I remain 100% invested.
  4. Last week
  5. solarpete

    Daqo (DQ)

    We shall see. Polysilicon is not polysilicon. DQ makes a point of stating how in-demand their high-quality product is. LDK is still producing polysilicon, but they are obviously no competition to DQ. After the LDK debacle, and the not-much-better CSIQ experience, I'm always ready to listen to tales of caution. But so far, DQ has proven themselves adaptable. During times of falling ASPs and the historically weak part of the annual cycle, they have maintained both margins and profits. And while they only give detailed guidance out one quarter ahead, that guidance continues to point to continued profitability. I've certainly learned not to put all my eggs in one basket in solar, so I will trade DQ with caution. But for now, I'm a buyer on any dips.
  6. Klothilde

    Daqo (DQ)

    China's polysilicon capacity at the end of 2018 to meet global demand http://guangfu.bjx.com.cn/news/20180515/897820.shtml Means fuk Wacker, fuk Hemlock, fuk OCI. But it also means fuk DQ earnings.
  7. solarpete

    Trading Solars

    Thank you very much for sharing! I'm looking to redeploy some cash as I take profits on some trading positions in other names that are now moving (first RUN, now DQ), and this sounds like an excellent short-term opportunity.
  8. Mark

    Trading Strategy

    Of course I didn't.
  9. Jetmoney

    Trading Strategy

    DQ is on fire today, up 13%. I hope you bought back after it dropped a little after you sold it.
  10. singular

    Trading Solars

    Hello all. I have big news. I have emailed Ralph Fong from JASO IR a few times in the last couple weeks. He usually replies within a day, but this time I did not hear back from him. I emailed him again today to follow up. He replied and he asked for a phone number that he could reach me. He actually called me back within a few minutes and we talked. I shared my concerns as well as the concerns of everyone here and on the Yahoo board. He advised me not to sell my shares because they were very close to finalizing the deal, just waiting on a few regulatory issues. He said they were very confident that the deal will be closed by the end of May of very early June. If you believe that, might be a great opportunity for you to get a guaranteed 4% after fees in 2-3 weeks.
  11. Klothilde

    Canadian Solar (CSIQ)

    Some would say this is shareholder rape.
  12. MVA

    Canadian Solar (CSIQ)

    Canadian achieved quite solid results: EPS (last 4 Qs): $2.61/share. Debt is going down. Book value is around $19.5/share now... What a shame... If not this stupid offer ($18.47), we would fly now to $27-$32/share... Jinco is above $20/share now, with zero projects in their portfolio... How this committee is going to justify 18.47...?
  13. disdaniel

    Canadian Solar (CSIQ)

    closed out my CSIQ position on the pop this morning. good luck
  14. SCSolar

    Canadian Solar (CSIQ)

    To follow that up, they are looking at 399MW of US projects being sold sometime in Q2-Q4. It is not in the guidance to happen in Q2 but whenever it does, you can expect the margins to be hurt significantly again. The ASP of the US projects sold to KEPCO appears to be $2.33. That puts margins in the range of 3-5% for the US projects when you factor out module shipments at say 17% margins. Presuming similar margins for the remaining 399MW, that gives a revenue range of $920-$930M and gross profits of $45-$47M. You can figure the margin impact with their baseline 1500-1600MW of shipments per Q.
  15. dydo

    Canadian Solar (CSIQ)

    Thanks, sounds good, Their growth for this year is also there, based on the Q4 release. Wonder if Qu will buy her.
  16. SCSolar

    Canadian Solar (CSIQ)

    Module margins in the high teens and higher margin project sales(aka non U.S. projects) Q1 module margins are in high teens but US project sales dragged down the total margins. Those comments are consistent with HQCL reporting high teen margins the other day. This should bode well for JKS in Q2 if they get their modules ramped and keep reducing OEM as a %.
  17. dydo

    Canadian Solar (CSIQ)

    Interesting report today, margins to 20%, what drives them?
  18. Jetmoney

    Trading Strategy

    The response seems to say that their offer price is good (good premium to the current price). If anyone thinks this offer is low, they are welcome to present a better offer. Quit complaining. That is what it sounds to me and does not sound good. I will take the offer price now and move on.
  19. Mark

    Trading Strategy

    BTW, here was my response from IR. Nothing new here, but perhaps a bit interesting the focus put on non-binding and other parties being open to make offers? Maybe reading into it too much. Thank you for taking the time to send your thoughts on. I know you have been a long term holder. With regard to the offer, it is a non-binding offer. The Board is conducting an independent valuation with its financial and legal advisers and will then make a recommendation to shareholders. In the interim, since it is a non-binding offer, any other party is free to make its own offer to acquire Canadian Solar. Any such offers would be evaluated as the current one is being by the Board. Best regards, David
  20. Mark

    Trading Strategy

    I hope you're right. I'm tired of holding all these shares, but not about to dump them here. Right now they're only coming in useful as collateral for my margin. I've been able to easily negate the margin interest with FSLR and DQ success, but hell, that could be profit instead of going back to pay the bank interest while Qu holds my shares hostage at a super cheap price to a super cheap buyout price. $16.85 right now? The dude straight stiffed us. My guess is we'd be trading in the low 20s right now, talking about high 20s on earnings/monetization of assets.
  21. MVA

    Trading Strategy

    Agreed. I actually send my letter directly to Qu (tru Investor PR rep) they promised me it will be given to him... 😕
  22. MVA

    Trading Strategy

    It took Trina about 7 month to decide. Dec 24/2015 non-binding offer form CEO was presented and July 30/2016 - final definitive agreement was signed. In case of CSIQ - Dec 09/2017 offer was presented to BOD and today is already 6 month...
  23. Mark

    Trading Strategy

    And by the way, I'd encourage any shareholders here to email Investor Relations with your current comments on the price. I just emailed again last week (my first time in a couple months) suggesting that the price is too low. I mean if Jinko is trading at the same price as the CSIQ buyout and they have NO assets/projects to speak of, then CSIQ should be worth quite a bit more by comparison. Email investor relations, anyone with skin in this stupid game.
  24. Mark

    Trading Strategy

    I'd give that a 5% chance. I do hope that happens and understand your logic. I just think we're still a ways off. This won't be a JASO, but probably will be a Trina.
  25. MVA

    Trading Strategy

    Annual meeting is on June 27/2018. Don't you think it would be wise for them to finalize negotiation by the end of May-2018, before sending out voting ballots? Shareholders are angry with CEO and BOD (for capping the stock with this ridiculous price offer 18.47), they (shareholders) may vote them all out of their current positions to introduce someone from institutional holders... Also look at Japanese yealdco... Price moved UP to 106,000 level... So, my bet is end of May for decision to be announced.
  26. Mark

    Trading Strategy

    I think the buyout is still a few quarters away. Maybe Q1? I hope to be wrong and its sooner, I'd like my money back.
  27. Jetmoney

    Trading Strategy

    Good job! Great call. CSIQ earning will come out May 16 before market opens. I might want to add some more tomorrow, in case they announce buyout. What do you think?
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