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sunnypease

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sunnypease last won the day on July 11

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About sunnypease

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  • Location :
    Pécs, Hungary

Portfolio

  • Portfolio %
    FSLR 10% CSIQ 25% 15 strike CAFD puts

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  1. sunnypease

    Canadian Solar (CSIQ)

    When Trump announced the solar wall with Mexico. I kid you not. Kind of tells you who is buying & selling solar stocks. It's the same Wall Street frat boy douchebags buying any other stock.
  2. sunnypease

    Canadian Solar (CSIQ)

    sounds like the way you want to run a solar company. no sense selling & losing money. just simply scale back. CSIQ down the least out of all solars now. Should have grabbed some this pre market!
  3. sunnypease

    Canadian Solar (CSIQ)

    Solar is a cyclical business where it seems nobody wants to throw the companies a line & help out with some multiple expansion when the demand goes into the trough.
  4. sunnypease

    Solar News

    I guess the US is planning to power things with Trump gas. Or maybe a wind turbine that sits in front of his mouth.
  5. sunnypease

    First Solar (FSLR)

    transcript quotes: latest Our other bookings for the quarter were primarily module sales and include deals with various U.S. customers as well as international bookings in Turkey, France and other locations. When we got into the international markets, we highlighted the volumes in Turkey, which, again, is a customer that we haven't done a lot of volumes with in the past. q2 2017 In Europe, our bookings this past quarter were primarily in Turkey as a result of our partnership agreement with Zorlu. 2017 10K During 2017, Zorlu Enerji and RCR O’Donnell Griffin Pty, Ltd each accounted for more than 10% of our modules business net sales. During 2017, the foreign countries with the greatest concentration of customer risk were India and Turkey which accounted for a total of 9% of our consolidated net sales In the 10K there is a table that lists revenues from each country: https://www.bamsec.com/filing/127449418000011/1?cik=1274494&table=297 United States $ 2,273,774 $ 2,418,974 $ 3,634,340 India 141,491 158,182 134,462 Turkey 124,433 18,809 1,726 Australia 108,643 9,568 185,064 Jordan 2,255 103,022 17,112 Spain 379 141,319 797 All other foreign countries 290,349 54,689 139,149 Net sales $ 2,941,324 $ 2,904,563 $ 4,112,650
  6. sunnypease

    First Solar (FSLR)

    Hang on. I realized what is happening. It's options expiration day. And magically the price fell below With FSLR, magically the price fell right below the 52.50 call. About 670 calls expiring worthless. That is a whole lot of money. This is why you really need computers to trade stocks.. there are so many pockets of value: how many shorts & what are their fees, what options are outstanding and about what value were they sold for. when one of these beats the cost to support a price, then the price changes. Another big problem I think is wash trading. I don't think the people running the markets really have a grasp on how to prevent that.
  7. sunnypease

    First Solar (FSLR)

    geez so much for the slow climb back up. FSLR selling off more than the rest. Maybe because of this in the 10K? "During 2017, Zorlu Enerji and RCR O’Donnell Griffin Pty, Ltd each accounted for more than 10% of our modules business net sales."
  8. sunnypease

    Canadian Solar (CSIQ)

    I guess the move is just a continuation of yesterday's DQ confirmation that the china slowdown will not kill these companies. Dang I sold off everything at the open. Weak hands.
  9. sunnypease

    Canadian Solar (CSIQ)

    Those are the plants that CSIQ planned to sell. So that is bad? Those plants cannot be resold at that price now? Were there some breakup fees?
  10. sunnypease

    Beyond Solar

    BYD is on sale BYDDY They are profitable. market share of electric busses in China: 14.73% shares outstanding 2.72 billion in 2018 I'm copying this from a friend, so I have not vetted. $10.40 right now. But thats for the ADS.
  11. sunnypease

    Solaredge Technologies Inc

    Looks like SEDG missed and is pulling down all the other solars today. Did anyone listen to the CC to hear what their bad news is?
  12. sunnypease

    Daqo (DQ)

    I'm pretty happy Klothilde is here. Happy she is thinking of other folks' holdings. It's the discussing that has value for me.
  13. sunnypease

    First Solar (FSLR)

    I've read that the recent FB & NFLX shocks have caused I think Morgan Stanley to reevaluate growth vs value with a shift from growth back to value. I hope this means a tidal wave of money is heading towards FSLR! JPMorgan out with a 79 PT this morning.
  14. sunnypease

    SunPower (SPWR)

    I think it's all about the name. They could be a permian basin shale oil extractor and still catch an environmentalist bid with a name like that. In fact, they are in cahoots with a major oil company. Getting my popcorn ready for Travis' report!
  15. sunnypease

    SunPower (SPWR)

    ok. guess it's just me here on SPWR again.. They seem to have negative margins in all segments now? Their numbers & forecasts assume that they will receive an exclusion to the tariffs. And they are rolling out some magical new solar technology that I did not understand. Anyone else get it? Plus, they don't plan to spend CapEx to deploy this new tech themselves, rather they will seek partners. Somehow the stock is up. Surreal!
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