Jump to content

singular

Solar Member
  • Content count

    29
  • Joined

  • Last visited

  • Days Won

    1

singular last won the day on November 16 2017

singular had the most liked content!

Community Reputation

4 Neutral

About singular

Profile Information

  • Location :
    Maryland, USA

Portfolio

  • Portfolio %
    WTW: 55% - IRBT: 25% - Cash: 20%
  1. singular

    Trading Solars

    Hello all. I have big news. I have emailed Ralph Fong from JASO IR a few times in the last couple weeks. He usually replies within a day, but this time I did not hear back from him. I emailed him again today to follow up. He replied and he asked for a phone number that he could reach me. He actually called me back within a few minutes and we talked. I shared my concerns as well as the concerns of everyone here and on the Yahoo board. He advised me not to sell my shares because they were very close to finalizing the deal, just waiting on a few regulatory issues. He said they were very confident that the deal will be closed by the end of May of very early June. If you believe that, might be a great opportunity for you to get a guaranteed 4% after fees in 2-3 weeks.
  2. singular

    JA Solar (JASO)

    You did well. Great trade! I think the buyout will go through and it will get 7.55, but there is still a lot of uncertainty and the markets look very shaky right now. Nicely done, especially considering what the market is doing.
  3. singular

    JA Solar (JASO)

    I must say, you had some great timing on that one. Good job!
  4. singular

    JA Solar (JASO)

    I agree. Lots of uncertainty causing price to erode. But I do not see that much risk at these level even if the deal fails. I contacted IR and finally got a reply. Here is it for those of you who are interested. "Hi Joe- Sorry for the delay in getting back to you. The transaction is now going through the process of getting approval from the government, which could take a few weeks to a month or so. Note that it’s completely beyond our control, and it’s just difficult to predict the timing at this point. For the waiver, we don’t have any update on that front. Please stay tuned, and we will update the market once the information is available. Regards, Ralph"
  5. singular

    Daqo (DQ)

    Awfully big drop in poly prices. Very interesting indeed.
  6. singular

    Trading Solars

    Hey all. Anyone making an earnings trade with FSLR? Tomorrow's $67 calls are paying a little under $3. That is almost 5% from current price.
  7. singular

    Trading Solars

    Agreed 100%. There is no scenario where I would be a buyer of JKS at these levels. With no projects, their earnings power is extremely limited, if they even make any money at all. If poly prices decline to 12-14, perhaps then they would be good value, but I do not see that happening any time soon. I would not be surprised if their next ER is bad, that they would be trading in low teens after they report.
  8. singular

    Solar News

    smart. I have learned, especially in this sector, to not try to catch a falling knife. Have patience.
  9. singular

    Daqo (DQ)

    Sentiment has definitely changed this week. The market seems to think that demand is lessening and perhaps tariffs will magnify that, which will drop the price of poly even more. I am on the sideline now, but if it continues to drop, will reenter. But will not try to catch a falling knife. It is not worth it to try that game.
  10. singular

    Canadian Solar (CSIQ)

    I also think it will pass, if made official. I am hoping for a pullback after Trump announces his tariff decision later this week. I would like to get in lower knowing that there is an over for $18.41 on the table.
  11. singular

    Canadian Solar (CSIQ)

    Isn't the going private offer non-binding? There is no vote until the buyout offer is made official. Isn't that the case?
  12. singular

    Solar News

    He did not cook the books. If he was being ousted, he would not be staying on until March. He would be forced to resign immediately and step down from all roles. Klothilde is probably just trying to get a rise out of you guys (at least I hope so).
  13. singular

    Trading Solars

    I can say that I do not disagree with JKS being a sell. In my opinion, they should be treated more along the lines of JASO in terms of valuation, with not much upside for earnings. If poly prices remain where they are, they will struggle to make any profits in 2018. I think 16 is a fair price for them.
  14. singular

    Trading Strategy

    I am a huge fan of IRBT and robitc in general, and have been looking for a robotic fund. I see that BOTZ has IRBT as one of their holdings. Thanks for the tip. Looks like exactly what I was looking for.
  15. singular

    Trading Solars

    Back in DQ from position sold at 62.30. Today's discount was a gift.
×