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Mark

Solar Investor
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Everything posted by Mark

  1. Indeed it has... I've been in and out of CSIQ 30 times this month so far. I ended up adding a lot of shares on the selloff yesterday. Way more than I was comfortable with and way more than I'll ever do again. But jeez, there was a lot of writing on the wall for this move. BUT, never again will I own so much of one position, even if I see that same writing again. Given the overall market volitility, it felt more like gambling than I'm comfortable with. But damn did it work out well.
  2. Great report! And pretty good estimates, Klothilde, nice job. Eager to listen to the call. I held more shares than I hoped to going into today, so hopefully futures turn around and we can get rewarded for a pretty solid quarter and outlook.
  3. Sold all my shares today, took nice profits.... but I'm buying any and all dips given the look of the 13Fs. Schroder Investment in particular having added another 1,334,899 shares last quarter, so they now own just over 4M shares. Lots of other big money buyers last quarter too. Something smells good.
  4. The orange clown and China continuation from last week. And all those analysts tripping over themselves to upgrade last week certainly pointed to "we wanna take profits" too.
  5. Mark

    Solar News

    https://www.pv-tech.org/news/jolywoods-sales-and-profits-rebound-in-q2-as-topcon-shipments-increase PV module and major backsheet manufacturer, Jolywood (Suzhou) Sunwatt Co, reported a strong rebound in revenue and profits in the second quarter of 2019, with first half year results tempered by a weak first quarter.
  6. Mark

    Solar News

    https://www.pv-tech.org/news/the-top-ten-winners-in-chinas-23gw-tender Pretty happy to NOT see CSIQ in the list, not that they're China focused. I've been trading CSIQ again recently.
  7. Mark

    Solar News

    https://www.pv-magazine.com/2019/07/12/china-auction-allocates-subsidies-for-22-7-gw-of-solar-with-lowest-bid-of-0-0407-kwh/ End of year rally now setup?
  8. Mark

    Solar News

    You're not mistaken, but they may be.
  9. Mark

    Solar News

    So we're 11 days into the second half of 2019. Fair to push the panic button on solars based on the EnergyTrend and PVI data today? I dumped nearly all of both this morning, but isn't this a bit extreme for demand that's not really expected to kick in until later? I'm not interesting in buying anything back at this point, just wondering how bad today's news really is. There's also this: https://www.reuters.com/article/china-solar-subsidy/update-1-china-sets-2019-subsidies-for-large-scale-solar-power-projects-at-248-mln-idUSL4N24C1XN
  10. Mark

    Beyond Solar

    BNFT - Setup for a possible bounce into earnings.
  11. Mark

    Solar News

    ARLP - I don't know where he bought in, but it was recently, so he hasn't lost principal... YET.
  12. Mark

    Solar News

    I was sickened when my Fox News fan, Trump voting, father-in-law told me a couple weeks ago that he was excited to have bought some coal stock that pays a nearly 12% dividend. So not only are we forcibly extending the life of coal, we're turning those subsidies around and letting them pay out a fat dividend to help keep these companies relevant too. My only comment on that when he told me it paid a 12% dividend was "yeah, for now it does". I moved the conversation on to something else, not wanting to start a war on the first day of our joint vacation.
  13. Mark

    Solar News

    Who says you can't teach and old dog new tricks? Especially when polls show voters actually care about climate. I suspect this is mostly to take away some moderate votes next year and to not appear totally out of touch, but whatever the reasons, hopefully there is genuine interest on their part for a change. I'm doubtful, but hey. Gotta hope we can get together on this. https://thehill.com/policy/energy-environment/452399-republicans-form-conservation-caucus-to-take-on-environment-climate
  14. Mark

    Solar News

    Agreed, didn't we hear about delayed payments and such for like 2 or 3 years back around 2014? Didn't turn out to amount to anything of great concern. Was just something for Gordon to scare us all about in the end. As for conspiracy theories and the Li Bros., while I tend to distrust them and agree with you that they'd like to probably steal this from shareholders, maybe they have other plans. Perhaps they wanna go the get rich quick, Hanergy route and run this sucker up to an absurd valuation in the next year or two given how many shares are owned and how it seems to be defying gravity over the last 6-8 months. If Biden (or any Dem) gets elected, that may be their opportunity to run this up like Hanergy... or like this Beyond Meat nonsense. I've started trading Jinko again (emphasis on the trading - day trades, small overnight positions in some cases) just in case. I'm really only trading CSIQ and JKS now. FSLR and SPWR got away from me.
  15. Hobo speaks again. https://seekingalpha.com/article/4272954-jinko-solars-first-quarter-earnings-reaffirm-potential-massive-earnings-year?app=1#alt1
  16. 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.
  17. Well, I"m no longer a FSLR shareholder... made more than i lost overall, but i don't have the stomach for this.
  18. https://pv-magazine-usa.com/2019/06/12/bifacial-beats-trumps-tariffs/
  19. 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.
  20. 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.
  21. 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.
  22. Safe to say everyone here is bearish on Chinadian except for MVA?
  23. 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.
  24. Another hobo sighting: Evaluating Canadian Solar's Q4 2018 Earnings Selloff https://seekingalpha.com/article/4265136
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