disdaniel
LifeTime Member-
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Everything posted by disdaniel
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Anyone follow any interesting lithium stocks? Probably a bit early to begin buying, but I'd like to begin tracking them and see how they develop...
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It seems strange that panel (and other component) manufacturers and installers of solar are both having trouble with profitability (or is it just the publicly traded ones?). And the yieldcos still appear volatile. Hard to see where the money is being made...
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The problem is that the history of the industry shows that companies that "blink" or act rationally become increasingly irrelevant. How are those "rational" European manufacturers doing?, or the Japanese? or the American ones doing? Answer to all three questions is basically, who cares?...
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Poly modules cheaper than thin films...? I know PVinsights tends to show average prices a few cents low, but <$0.35/w? gulp! http://pvinsights.com/
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Thanks for the writeup odyd--although what I read did not convince me to invest in any yieldco at this point. Maybe I will take another look a couple days after fed raises rates...
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Sold half my GLBL at open. Did okay on it, but somehow I'm left feeling a bit cheated...
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Wow, even the buyout offer has drama! According to posters on SA, BAM originally offered sponsorship (@$4.25/sh) or 100% buyout (@$4.35sh) to GLBL and there was a side deal with SUNE that effectively boosted those prices to about $5-$5.1/sh. BAM got exclusivity agreement. Then during exclusivity period BAM withdrew sponsorship offer (leaving only buyout), and meanwhile another party made an offer at $4.5/sh (i.e. above BAM). But GLBL stuck with BAM Hence all the lawsuits flying...
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Did TSL merger finally go through? bid/ask up in afterhours
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Happy to see the offer, but it looks like BAM is paying ~$100M for all assets and debt of GLBL, if you subtract off the reported cash (3Q 2016) from the purchase price... I'd like to see someone *goose* BAM by offering $60M-$70M more for GLBL and see what BAM does...
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I have been paying less attention to JASO (and most solars) the last ~6 months. Can anyone remind me is there still a buyout offer (floating somewhere out there) for JASO from a JASO executive? What was the price offered? I assume this offer is to be viewed with skepticism?
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Ah, just another dismal day in solar land...
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Jinko expanded their 350MW record low bid project by 3.4x... http://www.pv-tech.org/news/jinkosolar-in-deal-to-build-1.2gwp-solar-plant-in-abu-dhabi Verrry interesting
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Probably off-topic, but has anyone here used Robinhood for trading? If yes what do/did you think? They say no commissions...which got my attention.
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Solars are soaring on volume...don't see any big news. what is the deal? Is it just a lot of "little" news items? Saudi 300MW, Australia 600MW, Florida 600MW, Cali 100% renewable RPS
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Ouch, why is GLBL taking on water this afternoon?
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Looks like something changed, or someone big has decided the price is "low enough". I've noticed some smaller countries announcing GW size initiatives...wonder if some bigger countries (besides india and china) might be about to announce some multi (tens?) GW efforts. More immediately I've wondered if we will get good news about MW in China finally getting paid--they had A LOT installed last year, although I've been waiting for a couple years for "good" news...
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Hope no one is surprised...
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report seemed okay to me, market must not like no new acquisitions in H1 2017. Also available cash seemed pretty low. (maybe that is why they are dialing back acquisitions for a bit?) investors must assume a share issue is in the works. That is the only reason I can see for the drop. I'm surprised how volatile these dividend stocks are...
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Is something up with GLBL?
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That site is directionaly correct, but the average pricing it reports is typically lower than the average the listed companies report. After ten years of investing in solar stocks, I'm not sure I understand why solar stocks trade the way they do
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What a giant nothing burger
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Doom and Gloom here a week ago. Looking a bit euphoric today? The only change that I can see is that some people who exited energy sector entirely while oil was dropping (~18+ months ago) may have decided that OPEC deal marks a turn in the energy markets, meaning it is safe to re-enter. At any rate I am starting to think we may have seen a rough floor for solar stocks this cycle. Will probably need to see a retest to be sure. My problem is that I don't see better profits for the manufactures (vs. what the market knew a couple weeks ago), so I'm reluctant to buy them. Also the fact that my purchase of a yieldco (GLBL) which nearly immediately stopped paying a dividend has put me off yieldcos. I may park any new money in solar ETFs until I see a good reason to invest in a specific name.
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How much does electricity cost in China? At some point soon I imagine simply selling power (naked--without subsidy) will be cost effective in China. Also I just read that one company is finally getting subsidy from 3 years ago...talk about a slow payer
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lol SP up 10 points since I shorted it...
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I am extremely worried...Brexit dropped the Dow 900 pts. I think this is 10 times worse. I think the US market may have just become "uninvestable". Markets hate uncertainty and I have never seen a greater prescription for market uncertainty than President Trump. (Can't believe I just typed those last two words.)