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  1. Today
  2. Trading Solars

    FSLR, the new CSIQ! Surely it will be lifted by every other solar being up.
  3. Trading Solars

    Added some FSLR to get my cost basis down a bit. Looking to unload 1/3 of my position just above 47 later today hopefully.
  4. Trading Solars

    Vishal calling for $110 or whatever is perhaps even more insane than any call Gordon has ever made. That one shocked me.
  5. Trading Solars

    I think Robert said that was a ridiculous target. That was from DB. Others put about a 60 target. Interestingly, no high profile analysts weighing in now, that i know of.
  6. Trading Solars

    OK. just got another bite of FSLR below $46.
  7. Trading Solars

    The run up of the FSLR could have been due to Suniva case. It could be a classic of "buy on rumors sell on news." It is also due to profit taking. After all short term traders are out of the way, it might shoot up again. Who knows? What about the prediction of $100 if the ruling favors Suniva?
  8. Trading Solars

    Market not believing FSLR gets an advantage for even a minute. I'm surprised. But then the story of killing 10,000 jobs across red states to support Chinese & German companies & 1000 jobs is maybe a tad unbelievable. Even for loony bird Trump.
  9. Trading Solars

    bought some FSLR
  10. Trading Solars

    I'm so glad I hedged my CSIQ/JKS positions with FSLR. It's going just amazingly well. Guess I'll hold this FSLR bag for a while longer but this is a joke.
  11. Trading Solars

    So the ITC ruling has opened up a potential loophole? By allowing manufacturers to build modules in Canada with non-Chinese cells? Also "Downgate Hill" (https://seekingalpha.com/article/4108224-canadian-solar-rare-bargain-hiding-plain-sight) says there is a good chance for a resolution. Maybe these are creating some uncertainly within the slam dunk FSLR thesis?
  12. Yesterday
  13. Trading Solars

    A lousy day to be sure, but remember solars trade in mini-cycles. A few weeks up, a couple days down (the downtrends always seem to be more severe than the more gradual uptrends). It makes no sense for both FSLR and Chinese names to be down in unison, so this is not the ITC decision. It just seems that every so often, the market wants to sell solars for no particular reason. Looks like this is another one of those occasions. Give it a few days, and let's see what happens.
  14. Trading Solars

    What a great day to travel. Not that I could rescue anything. Just watched being dumped.
  15. Trading Solars

    Another thing to remember for those of us with our money on FSLR, is that at some point they will announce the selling price for CAFD & Robert thinks it'll be around 10 bucks a share. So that could cause a disturbance in the force.
  16. Trading Solars

    What is the deal with solar stocks today? I thought it was a slam dunk for FSLR. Is this just profit taking? Should I get another batch (don't want to get sucked in, though). The whole solar sector comes down on a day that oil surges. Not good timing.
  17. Trading Solars

    FSLR down 2x what the chinese solars are down--lol
  18. Trading Solars

    Looks like nobody plans to buy FSLR ahead of a definitive tariff ruling? We'll see what the next couple hours bring.
  19. Trading Solars

    Just moved CSIQ back to FSLR.
  20. Trading Solars

    Wither the FSLR slam dunk trade? Solars starting the week in odd shape.
  21. Trading Solars

    Good one, FSLR. Good one.
  22. Trading Solars

    What 5 to 6 GW pipeline? Their August investor presentation shows 120MW in the U.S in late stage and 3.3GW of early to mid stage(slide 9). It is unknown how much of the 3.3GW they will ultimately win or approve. http://media.corporate-ir.net/media_files/IROL/19/196781/CSIQ-IR-Presentation-August-2017-v-Final1-.pdf The 3.3GW of early to mid stage projects are projects where they have been brought an RFP, have reviewed and approved a competing bid to offer or they believe there is an opportunity to bid on a project but the details have not been brought to the review committee to approve bidding on.(slide 7 note 2) "Early to mid-stage of development: includes only those projects that have been approved by our internal Investment Committee or projects that are expected to be brought to the Investment Committee in the near term."
  23. Trading Solars

    If modules from Canada will be assembled from Thailand cells. Will CSIQ have the cell capacity required to meet their Recurrent 5-6GW pipeline? Also, what capex is required to expand Canadian module capacity? Does this reduce Recurrent's profitability or value?
  24. Canadian Solar (CSIQ)

    Hi Robert- Thanks for sharing that post. I've looked & cannot find the Thailand cell capacity. I guess there were ADCVDs in place already & so Recurrent must already have non-chinese sourcing prepared for the 5-6GW of U.S. pipeline. What do you think of CSIQ's chances at a settlement, as the author of that article stated?
  25. Last week
  26. First Solar (FSLR)

    Cowen analyst Jeffrey Osborne weighed in after the ITC found harm from solar imports as part of the Section 201 trade case. Osborne sees this as a net negative for domestic demand trends; however, the magnitude is unknown and will likely become apparent into the Oct. 31 vote and Nov. 13 recommendation to Trump. In the near term, the news supports First Solar (NASDAQ: FSLR) and is negative for SunPower (NASDAQ: SPWR)/Canadian Solar (NASDAQ: CSIQ). "... we expect support for FSLR shares as the trade complaint does not factor in non-silicon based modules such as what FSLR produces," the analyst commented.
  27. First Solar (FSLR)

    Roth Capital analyst Philip Shen weighed in on First Solar (NASDAQ: FSLR) 201 Injury Found by the ITC. Shen said after the initial upside move in FSLR post-vote results, they expect the stock to continue to trade sideways until we get color on what the remedy recommendation could be. "We'll start to get some details at the remedy hearing scheduled on 10/3, and the final recommendation is expected to be released on 11/13," he said. The firm maintained a Buy rating and price target of $60 on FSLR.
  28. First Solar (FSLR)

    JMP Securities analyst Joseph Osha maintained a Market Outperform but slightly lowered his price target on First Solar (NASDAQ: FSLR) to $65.00 (from $67.00) following the Section 201 Injury Finding. Osha said the ruling was generally as expected, with the commission finding that U.S. solar manufacturing business, crystalline solar panels specifically, have suffered serious injury as a result of competition from imported products. The analyst notes that a hearing to address arguments for and against tariffs is scheduled for October 3.
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