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Mark

Solar Investor
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Everything posted by Mark

  1. Mark

    First Solar (FSLR)

    I'm not gonna say his checks aren't valid and these aren't factual concerns, but ever since he kinda flipped on the company on that last call... I dunno, what soured with Shen? He clearly went from FSLR bull to bear rather abruptly last year at some point.
  2. Mark

    First Solar (FSLR)

    First Solar analyst commentary at Roth Capital First Solar price target cut to $60 from $65 at Roth Capital. Roth Capital analyst Philip Shen maintained a Buy rating on First Solar but cut his price target to $60 ahead of the company's February 21 earnings report. In a research note to investors, Shen says he sees some risk to shares heading into the report, as checks with multiple contacts suggest S6 bins may be ~5W lower-than-expected, and S6 manufacturing throughput may slower-than-expected. Sheh predicts the challenges could represent a ~1%-4% headwind to 2019 S6 margins. Though he believes this is solvable, and says the impact to long-term value could be modest, though he sees the potential for near-term share weakness. Read more at: https://thefly.com/landingPageNews.php?id=2865355Read more at: https://thefly.com/landingPageNews.php?id=2865355
  3. Mark

    First Solar (FSLR)

    I'll add that the 13Fs that have been trickling in for FSLR have been very sexy. Some serious purchases last quarter on the weakness.
  4. Mark

    First Solar (FSLR)

    First Solar risk/reward remains favorable into Q4 report, says Baird Baird analyst Ben Kallo previewed First Solar's Q4 report and he believes the risk/reward setup is favorable heading into the results. The analyst said he would be a buyer into the report as he thinks a recovering macro environment in the solar space could improve sentiment and drive share appreciation. Kallo said it remains a top pick and he maintained his Fresh Pick designation while reiterating his Outperform rating and $75 price target on First Solar shares.Read more at: https://thefly.com/landingPageNews.php?id=2864736
  5. Mark

    Canadian Solar (CSIQ)

    Nah, not bitter at all. In fact I've been rather excited and bullish since Christmas, having dug out of my CSIQ hole and made a handsome profit at the same time. It's just the last time we heard from you, DQ was going to $100 or something and it promptly went to $20. So you're a bit of a contrarian indicator. Longer term, I agree though and ain't going anywhere... party is just starting.
  6. Mark

    First Solar (FSLR)

    Have any earnings preview/predictions here on FSLR, Klothilde?
  7. Mark

    Canadian Solar (CSIQ)

    So you're saying that we're at the top right now.
  8. Mark

    Canadian Solar (CSIQ)

    Unloaded all of mine, except for a big bunch o' shares in my wife's 401k. I'm going to trade the heck out of it this year. But not gonna hold it for extended periods. Now if I can just get out of this FSLR garbage bag I'm holding, I'd be a happy guy.
  9. Mark

    JinkoSolar (JKS)

    Mr. Shen raises his price target to $20: https://www.streetinsider.com/Analyst+Comments/Roth+Capital+Upgrades+JinkoSolar+Holding+Co.%2C+Ltd.+(JKS)+to+Buy/15072734.html
  10. Mark

    JinkoSolar (JKS)

    So the Chairman snagged an additional 4,628,089 shares last quarter eh? And an additional 3,085,400 for Chen Kangping and 1,534,503 for Discover Value Fund? Are we sniffing out much higher stock price to come or is a go private offer coming soon?
  11. Mark

    First Solar (FSLR)

    Yeah, analyst insistence that FSLR was going to re-negotiate DESPITE the company saying explicitly they weren't and aren't going to have to was pretty frustrating. Perhaps an attempt to accumulate in the 40s for a run back to the 60s? Where ya't Gordon? We haven't heard a peep from you on these solars despite a LOT of things changing.
  12. Mark

    Solar News

    https://www.pv-magazine.com/2019/01/30/indias-10-gw-mega-tender-has-now-been-trimmed-to-3-gw/ Me thinks India will never get their act together. Every day brings a new fumble. But I do so love their food.
  13. Mark

    Canadian Solar (CSIQ)

    Someone's trying to give us a proper valuation.
  14. Mark

    Solar News

    More on PG&E with commentary on the solar aspect as well as those companies most affected... https://www.forbes.com/sites/greatspeculations/2019/01/27/pge-gets-a-break-and-opportunity-is-still-knocking/#3767dfe56d10
  15. Mark

    Solar News

    https://www.digitimes.com/news/a20190124PD203.html China subsidy cuts
  16. Mark

    Canadian Solar (CSIQ)

    I miss those articles too... how about a CSIQ article for old time's sake, Robert? I would be curious to hear your detailed thoughts in light of the new China news (rumored news) and everything that's transpired over the last 6-12 months. You're looking for potential trip to the 40s in years to come, Klothilde swears we're going to the 4s (or bankrupt) in years to come and I certainly respect both your opinions, but you couldn't be farther apart.
  17. Mark

    Canadian Solar (CSIQ)

    All loaded up... will only take an analyst upgrade to stick this thing into the low 20s.
  18. Mark

    Solar News

    Yep, the only people that make money on these are the lawyers.
  19. Mark

    Canadian Solar (CSIQ)

    "Thanks for the upgrade Brian, that was very nice of you. Keep up the good work."
  20. Mark

    Daqo (DQ)

    Well, Credit Suisse loves them some DQ (and SPWR?!)... so don't worry about your stinkin' math, just be happy? https://247wallst.com/energy-business/2018/12/18/credit-suisse-has-6-top-solar-stock-picks-for-2019/
  21. Mark

    First Solar (FSLR)

    https://www.benzinga.com/analyst-ratings/analyst-color/18/12/12838943/sell-side-debates-first-solars-costs-gross-margins
  22. Mark

    First Solar (FSLR)

    I can't answer that question, but I see a 0% chance of a buyback in 2019. In fact, I hope they don't do one in the next 2 years... would rather them acquire someone or expand capacity. A buyback or dividend in my opinion, would be a huge waste of money. Something that should wait until 2022 to even be considered.
  23. Mark

    First Solar (FSLR)

    And then, the covering, equally predictable. Those $42 puts yesterday weren't going to expire worthless for whoever put them on.
  24. Mark

    First Solar (FSLR)

    That was a lot of shorting, I watch the tick by tick.. clear as day there was plenty of shorting going on in there. 100 shares at a time.
  25. Mark

    First Solar (FSLR)

    Ugly trading today. I have to think this is manipulation which is easy to do in a screwed up market like we have for the past couple months. Trading at a 2019 forward PE of what, about 18x right now at 41.43? On the low end. Looks like historic 5 year average is 22x for FSLR which would put us at $50 today if PE mattered. I kinda wonder what DOES matter in solar, as I have for many years now. Just trading vehicles, I know. But a boy can dream that one day this growth is appreciated and rewarded. Series 6 is looking good. But all the shorting going on in here today is irritating as heck.
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