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singular last won the day on July 27 2018

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About singular

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    Maryland, USA


  • Portfolio %
    WTW: 55% - IRBT: 25% - Cash: 20%

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  1. Sure it looks tempting. I bet it looked tempting at 40 also. But you never know how far it will drop and is better not to try to catch a falling knife. Wait to see it stabilize first. You will be better off, even if you miss the first 10% from the bottom.
  2. Surprised by the 17% thrashing today. They still earned 40 cents for the quarter and are maintaining full year guidance. Margins will improve rest of year. This trading is very short sited. I do not own any JKS stock but man, this is ridiculous.
  3. Getting slammed the past few days. Comments by Prescience Point Capital Management are tanking it. Such a scam that stuff like that is legal.
  4. Thanks for your reply. I did see the CEO recent comments about their stock price going to the moon. That made me laugh.
  5. Does anyone here own Enphase? I have been following it for a bit and am thinking about a position. I have been hearing lots of good things. Any thoughts about the company and prospects moving forward?
  6. https://www.adrbnymellon.com/files/ad645195.pdf This was filed at the same time as the spike
  7. 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.
  8. 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.
  9. singular

    JA Solar (JASO)

    I must say, you had some great timing on that one. Good job!
  10. 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"
  11. Awfully big drop in poly prices. Very interesting indeed.
  12. 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.
  13. 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.
  14. smart. I have learned, especially in this sector, to not try to catch a falling knife. Have patience.
  15. 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.
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