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Mark

Solar Investor
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Mark last won the day on June 12

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About Mark

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    South Carolina

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  1. Mark

    Solar News

    https://pv-magazine-usa.com/2019/06/12/bifacial-beats-trumps-tariffs/ Always thought one day I'd get my money back on some FSLR shares I had at $70. I dumped every share I owned today at 61.50, so that'll never happen. This makes yesterday's strange attempted breakout look like some insider knew what was gonna happen. Now, to see how the analysts spin this and twist it up and spit it back out to us to move the stocks. I added to my CSIQ today.
  2. Well, I"m no longer a FSLR shareholder... made more than i lost overall, but i don't have the stomach for this.
  3. https://pv-magazine-usa.com/2019/06/12/bifacial-beats-trumps-tariffs/
  4. Congrats to you as well. Right there with you, aiming for 22-23 as well. Not sure how patient I'll be with that target, however, given Trump's antics and effects on the market. I also made a little extra cash on a day trade this morning too. Sold it too early, but sticking to my spreadsheet trading given the trade war nonsense.
  5. They had also mentioned the possibility of a 10% rise in module ASPs in the back end of the year once China ramps up. They were at .30 in Q1, but noted that they had slid a little (not sure if they gave a number, he was kinda mumbling or my ears aren't what they once were), but if we're to assume they're around 28 cents now, that 10% increase later in the year due to potential shortages, that would put them back around 30/31 cents.
  6. I was going to dump my remaining shares before the close, but I like this deal. Everyone's so bearish, maybe time to hang onto those shares and roll the dice on some positive forward guidance. Though this is clearly gambling at this point. Only positives I can see are institutional support and this supply agreement. But maybe all the excuse big money needs to run this up toward 19 tomorrow.
  7. Safe to say everyone here is bearish on Chinadian except for MVA?
  8. Just now seeing this from yesterday, but Shen at Roth put a buy and $24 target on this? Some of his recent FSLR calls over the last year and now this make me wonder. I hope he's right and knows who has been holding the stock price up and knows their future intent, as I still own shares from 2014 I'd love to get break even on.
  9. Another hobo sighting: Evaluating Canadian Solar's Q4 2018 Earnings Selloff https://seekingalpha.com/article/4265136
  10. Might they raise FY guidance in light of Mustang and Brazil? Not saying it'll be a huge raise, but do you numbers junkies think its possible? Or perhaps that was all factored in.
  11. Mark

    Solar News

    So Schroder Investment Management Group was doing some serious buying in Q1 eh? Bought 3,121,442 shares of Jinko. (New position) And 2,761,958 of CSIQ. (New position) FSLR got some love with an additional 345,318 to give them a total of 516,571 there.
  12. Hmmmm, ok then. Flush tomorrow? Odd. Someone has their back or someone is ready to yank the rug in a big way.
  13. Only down 3% at the moment on nearly 3M shares is strange indeed. When's the flush coming?
  14. Schroder Investment Management opened a new position in CSIQ in Q1. 2,761,958 shares or 4.762% of the company, the 4th largest shareholder.
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