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Mark

Solar Investor
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    373
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Mark last won the day on June 13

Mark had the most liked content!

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23 Excellent

About Mark

Profile Information

  • Location :
    South Carolina

Portfolio

  • Portfolio %
    FSLR 70%, CSIQ 20%, JKS, 5%, SPWR 5%

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  1. Mark

    First Solar (FSLR)

    Ha, yeah... this is something that's ticked me off since I started with solar. We aren't considered energy (unless energy is selling off, then we are) and we aren't considered tech or this would be Tesla-like. Just a commodity I suppose. May as well be trading soybeans. Here's hoping we get some follow through tomorrow. I really need to unload and was hoping to do so much closer to 60. Biggest trading snafu of my life is what this decline has been. Set your stops, I know, set your stops. Burned. Bad.
  2. Mark

    First Solar (FSLR)

    Ha! It has nothing to do with all the downgrades, including the Credit Suisse one which was already bearish to begin with. Or the reason for the panic what with the whole sky is falling along with ASPs thing. Nah, quad witching maybe.
  3. Mark

    First Solar (FSLR)

    And clearly my head isn’t in a good space. I didn’t even think to think that nobody even really produces/ships from China anymore anyway. So this doesn’t benefit FSLR at all, but also doesn’t really hurt anyone else either.
  4. Mark

    Canadian Solar (CSIQ)

    IR in regards to Qu buying (or selling?) shares: “I have not seen that the offer has a standstill provision preventing Dr. Qu from purchasing on the open market. But it would potentially complicate the process of acquiring the balance of the shares he does not already own.”
  5. Mark

    First Solar (FSLR)

    I don't think that helps a ton, simply because of the timing of the expiration of the 201 tariffs and FSLR being sold out until then. Maybe Klothilde will have some good insight for us or maybe I'm wrong. I'd say all this does is shore up the domestic prices so they don't have to renegotiate to accommodate the collapse in ASPs going on right now. If in fact those were domestic projects they may have had to re-negotiate or otherwise adjust. Dunno what to believe there between Roth's checks and what everyone else says. The damn company won't tell us a stinkin' thing, that's for sure. Emailed them again this morning and crickets. I don't know that double tariff is enough to really make a big difference other than now the residential installers are gonna get stiffed too and solar in the US will be stuck until we get the orange clown out. I'd love to be told I'm wrong, so fire away with a hole in my thinking, please?
  6. Mark

    First Solar (FSLR)

    I take that back... He said he would only reverse his position on the stock if the Trump administration’s solar tariffs were extended and China reversed its position.
  7. Mark

    First Solar (FSLR)

    Uhhh.... so first, thanks a lot for posting this. I hadn't been to PV Mag all day and didn't see this. I've been too busy pacing around my office trying to decide whether to dump another batch of shares. If this is true, then that's one of the two scenarios that Gordon said he may change his mind on his FSLR downgrade. Not that he'll be out beating the $95 drum again on this, but if this stops the bleeding, then I'll just hold on to this big bag of poo a bit longer. Thanks for posting. Of all days to not check PV Magazine a few times in my normal routine, sunnypease to the rescue.
  8. Mark

    Daqo (DQ)

    https://www.pv-magazine.com/2017/07/28/taiwan-starts-investigation-on-pvinsights-and-energytrend-for-lowering-prices/
  9. Mark

    First Solar (FSLR)

    Farhad Ebrahimi raised his stake in FSLR from 5.09% to 6.17%. Thanks for buying the dip. Got more money to throw at this?
  10. Mark

    Daqo (DQ)

    This editorial sheds some further light on pricing moving forward at all points on the chain. https://www.pv-tech.org/editors-blog/bizarre-demand-forecasting-for-2018-overshadowing-real-impact-of-chinas-con
  11. Mark

    First Solar (FSLR)

    They should, I mean all the other Chinese cos do and always have. CSIQ got back to me within a couple hours. Jinko, Trina... were always quite responsive. Today was a institutional buying day, tomorrow will be our first up day in a while. There was big money buying at quite a few times today, far more than selling for a change.
  12. Mark

    First Solar (FSLR)

    https://www.benzinga.com/analyst-ratings/analyst-color/18/06/11859749/baird-defends-first-solar-as-fresh-pick-finds-comfort-i
  13. Mark

    First Solar (FSLR)

    Whatever it is they know, whatever the plan may be and however China affects it, I'd like to hear an update on it from the horse's mouth.
  14. Mark

    First Solar (FSLR)

    http://www.toledoblade.com/Energy/2018/06/08/First-Solar-breaks-ground-on-400-million-plant-in-Wood-County.html A press release from FSLR this morning on this may have been nice. Never been a fan of their IR/PR at all. It’s your chance to control the message. Put out a release on the trading wires and such that says you’re breaking ground today, include some bit about future expansion and why you’re going ahead with it and confident its the right choice. Shovel in ground, thumbs up, what, me worry? But no, just silence from the peanut gallery.
  15. Mark

    Trading Solars

    I don't have a good enough grip (or much of any grip) on options to know how to even do that quite honestly. I Thanks for suggesting it, however. If I survive this trade, clearly I need to dig deeper into options to hedge. At this point, I still don't even know how one tells if one sells or buys a call on the chain. All I can do is look at the chain and vaguely see what people might be doing. It's that bad. . But thank you, point taken.
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