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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

    JinkoSolar (JKS)

    And isn't Europe getting rid of the MIP program?
  2. sunnypease

    Genomic Index

    I'm part of a short seller online group who thinks FIXX is a scam. Also ABEO is running a 150M offering.
  3. sunnypease

    Canadian Solar (CSIQ)

    Does this site help? https://fintel.io/so/us/csiq
  4. sunnypease

    First Solar (FSLR)

    I sold off my position Wednesday, just in time to get out before this tech led selloff. Is there any new information on FSLR or the solar industry? Somehow I think a congressional hearing inspiring tech sell off will reverse.
  5. sunnypease

    Canadian Solar (CSIQ)

    Something more about the going private offer today. http://archive.fast-edgar.com//20180906/ABAZM22C8Z22P9ZK22J92ZZZQ6GKZ2X2ZBA2/ Stock not reacting at all though. Anyone know why?
  6. sunnypease

    Solar News

    Klothilde, do you know if Europe still charges VAT (something near 20%?) on panels?
  7. sunnypease

    Solar News

    I re-read that post & this time noticed the time frame: "bidding to start as early as October. Successful bidders will start construction from around March, and must finish by the end of September or December next year." So, sounds unlikely this affects Q3 or 4, but maybe Q1? I guess that's why solar stocks are not exactly jumping, but this news should firm up prices. For once I randomly lucked out. I bought CSIQ calls on this news & the next day this fund announcing they are pushing the CSIQ deal ahead. Didn't buy enough though.
  8. sunnypease

    Solar News

    buying some calls?
  9. sunnypease

    Solar News

    All the solars are quite in the green. I wonder if it's all because of CSIQ or is the news of the China distributed solar 10GW boost seeping into the prices?
  10. sunnypease

    Solar News

    If this 10GW happens, then wouldn't this be a good time to buy some calls? CSIQ & FSLR are even drifting down so the calls should be cheap. Which company would be the most effected by this? I guess JKS? Also CSIQ?
  11. sunnypease

    Solar News

    Those numbers were for full year numbers? How much is installed in the second half normally?
  12. sunnypease

    Solar News

    Great find Mark & thanks for sharing that! How much is 10GW compared to what everybody freaked out about earlier??
  13. sunnypease

    Canadian Solar (CSIQ)

    Right about now CSIQ needs to announce their intention to run a solar pot farm. Could be worth 10B easily!
  14. sunnypease

    SunPower (SPWR)

    https://www.pv-magazine.com/2018/08/16/sunpower-borrows-110-million-to-refinance/ Having some cash flow difficulties now. Does anyone here dabble with options? I'm thinking of buying some year out puts on SPWR.
  15. 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.
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