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sunnypease last won the day on September 22

sunnypease had the most liked content!

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13 Good

About sunnypease

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  • Location :
    Pécs, Hungary


  • Portfolio %
    FSLR 40% CSIQ 14% JKS 10% RUN 5%
  1. Trading Solars

    FSLR, the new CSIQ! Surely it will be lifted by every other solar being up.
  2. 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.
  3. 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.
  4. 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?
  5. 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.
  6. Trading Solars

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

    Wither the FSLR slam dunk trade? Solars starting the week in odd shape.
  8. 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?
  9. 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?
  10. Trading Solars

    Yes.. how quickly can FSLR even ramp up if they want to? Do they have anywhere near enough supply?
  11. Trading Solars

    Sounds good except that I disagree with no non US focus for FSLR with very big earnings, a big pile of cash and what to do with it? Why not expand internationally?
  12. Trading Solars

    more news now: https://www.greentechmedia.com/articles/read/solar-trade-case-advances-as-itc-finds-injury http://www.utilitydive.com/news/breaking-itc-finds-injury-to-us-solar-manufacturers-sending-tariff-decisi/505602/ http://thehill.com/blogs/congress-blog/energy-environment/351898-ignoring-free-market-principles-will-cost-us-solar
  13. Trading Solars

    this is the only thing that I can find: http://www.washingtonexaminer.com/international-trade-commission-ruling-sets-stage-for-trump-to-impose-tariffs-on-solar-imports/article/2635275 I see nothing on the USITC page https://www.usitc.gov
  14. Trading Solars

    What is going on with PEGI? A chance to buy some on the "cheap"... well the price has been gaining for a while. According to the NASDAQ site today is not the ex-dividend & the drop is bigger than what that would be.
  15. CAFD just raised the dividend by 3%. I wonder why they continue the show. I mean if they don't have money to expand the business, then how will increasing the dividend help? And the company is for sale anyhow, so why increase the dividend and make it that much harder for another yieldco to acquire and keep shareholders happy?