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sunnypease

LifeTime Member
  • Content count

    1,181
  • Joined

  • Last visited

  • Days Won

    11

sunnypease last won the day on December 15 2017

sunnypease had the most liked content!

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25 Excellent

About sunnypease

Profile Information

  • Location :
    Pécs, Hungary

Portfolio

  • Portfolio %
    FSLR 10% CSIQ 25% 15 strike CAFD puts
  1. Solar News

    Is this thing real? Whose panels would be used?
  2. Solar News

    Hi all - Isn't there a chance that JKS or CSIQ made bids? Given that with tariffs this is now pretty much a guaranteed money maker? I asked SPWR bulls, why is the stock going up. A lot of them view this deal the sweetener added to get Sunpower excluded from the tariffs. So if Sunpower, as crazy as it sounds, is excluded from tariffs... then suddenly they would be a viable solar player, right? Best of both worlds! Manufacture in the Philippines & benefit from tariffs.. just as FSLR does. Curious how others here see this playing out. Thanks- Matt
  3. Thank you Robert. I looked over the 8k. One number stood out & that was the interest expense. As a % of revs, a little better (lower) than last quarter. I can't figure out what is causing the strong negative reaction. Did you listen to the CC? Maybe something about PTC? I'd like to recommend buying a little bit more to my mother, as she bought in at 22.
  4. Curious on your take on PEGI results, Robert. Thanks
  5. Trading Solars

    grabbed some DQ @ 54.50 Too early. I'll sell on the first bounce. Hard to know what's going on really.
  6. Solar News

    Kewl http://reneweconomy.com.au/tesla-big-battery-outsmarts-lumbering-coal-units-after-loy-yang-trips-70003/
  7. Trading Solars

    https://seekingalpha.com/article/4132870-thoughts-tuesdays-bond-selloff This might have something to do with it. Jumping yields on 10 year treasuries.
  8. Trading Solars

    Me too as I have 15 puts that expire in March. I hope they finalize this thing & don't drag it out for another year.
  9. Trading Solars

    Sell the news? (tax plan signed)
  10. Solar News

    I've thought about creating a climate archive. We collect the statements & decisions by policymakers and corporate actors. We store it in a data time capsule. We let future generations work out what to do with these people.
  11. Solar News

    I love you guys (& gal!)
  12. Solar News

    That's good news for your FSLR. Maybe traders will forget that FSLR pre-booked.
  13. I guess so. I thought maybe it could also have to do with the recent Fed rate increase - though this was widely expected. I'm not sure. I'll hold onto my PEGI, cross my fingers & hope for the best.
  14. Why the PEGI sell? Fear of what comes next with the tax bill?
  15. This is strange folks. Why is PEGI selling off & the solars & CAFD & RUN are not selling off? Some wind specific bad news?
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