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tupapa

Solar Member
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Everything posted by tupapa

  1. Hi Kloth, no bad vibes. Just patiently waiting for it to hit 40 before August Remember that in stock speculation the big money is not made by thinking but by sitting.
  2. tupapa

    Solar News

    It is fascinating watching the decoupling between CSIQ and FSLR these days, CSIQ moving up like a rocket whereas FSLR just can't get it up, drowning down into the solar abyss. Is the market starting to price in the end of the trade war, lifting of solar tariffs and the realization of FSLRs noncompetitivess or are other factors at play? We could see huge upswings oin CNsolars if a trade deal is announced.
  3. Hold on my friend, TAN has formed a 9 year accumulation base circa 18 USD. It is unlikely that the sector will revisit the lows again, next hurdle is the 2018 highs at 26 once we clear that level the secular bull trend will be confirmed providing large returns over the coming years. And by large returns I mean 300-500% if we pick the winners. I am betting on the largest returns coming from China and EU players.
  4. I rely on tehnicaly analysis as I explained in one of my my previous posts. What are you relying on for your csiq ending the year in the red estimate? Your forecast already seems unlikely and I have a feeling that it will age embarrassingly off target.
  5. This is the shape of jealousy, to be updated as the year unfolds. The beauty will be seeing AOC elected and the US covered with CSIQ panels 😄
  6. It's taking off folks! Watch out for 40 before August, now is not the time to take a quick buck.
  7. Actually the market seems to be thinking quite the opposite, namely that csiqs earnings are heading north whilst fslr's are heading south. Which is why CSIQ was up 3% yesterday whilst fslr was down 5%. Simple.
  8. Good on you unloading that POS before the close, I would give up the rest today. FSLR targeting 2.5 EPS for 2019 while CSIQ making 3 EPS for 2018. FSLR trading at 20 x Forecasted earnings. CSIQ trading at 7 x current earnings. Why would anybody in their right mind be buying FSLR over CSIQ? And all this without taking into account the end of the Trade War which will make chinese producers even more competitive. If the trade war ends in the near future, I can very easily see CSIQ trading above FSLR's nominal price.
  9. After a 3 year accumulation range between 12-20 minimum upside is 100%. Csiq is also tehnicaly a lot stronger than its peers. It only needs to increase by 100% to return to its 2008 highs whereas fslr would need to go up by 500%. The market is telling us that it is extremely unlikely that fslr will outperform csiq this year.
  10. tupapa

    Solar News

    Hey klothy honest question here, if you don't believe the outlook for the solar industry is positive why have you remained invested for this long?
  11. You are clueless. Went long csiq yesterday, minimum 6 month target 40s
  12. tupapa

    Solar News

    Great news everyone, AOC pushing for U.S. to be Carbon Neutral by 2030: https://www.cnbc.com/2019/02/07/aoc-just-updated-her-massive-green-new-deal--heres-whats-in-it.html?recirc=taboolainternal This would bring unprecedent growth in Solar PV in the U.S. let's all hope the fat, greedy orangutan is replaced in 2020!
  13. Regarding Daqo I wrote on this forum that I would be closing my possition after the stock collapsed on extraordinary earnings, showing something fishy was going on behind the scenes. Glad to hear that about your profits and I hope you can unload that POS firstsolar at a good price. It will likely fall into the gutter once the trade sanctions are lifted and it is no longer competitive with its chinese peers.
  14. I can see the past year has turned you into a more bitter fellow, which is unsurprising given the poor performance of most solar stocks but this needen't be the case in the coming years. I'm very grateful to this forum, specially Robert and H20 since I learnt a lot from both of these members and had large profits with Daqo in 2018. I just wanted to share my view that I believe it is probable that the solar sector is making another turn to the upside and long term bets could produce ample profits in the future. Solar still only ptovides 0.6% of the world's energy consumption, the growth potential is huge and CSIQ is in a great possition to capitalize it.
  15. Hello everyone, I'm back to investing in solar stocks after a year out of the game. I will buy CSIQ if it moves back above 22 targeting 40's. I remember reading Robert's article last year and it was very clear to me that this is a winning company, unfortunately I got badly burnt with the private offer fiasco. Technicaly, CSIQ's chart looks remarkable, strong accumulation for 3 years between the 10-20 usd range, breakout above 20 and now we are in the retracement. This is not a stock to day trade, if accumulation has been completed, the minimum return one should expect is 50-100%. I am also investing in other solar stocks such as SCATEC Solar and Meyer Burger. In the broader renewable energy space Siemens Gamesa and Orsted A/S also look very promissing. The energy revolution is on its way folks, the world economy need to be decarbonized urgently and if we place our bets on the right horses we will enjoy generous profits. I know to many of us who have been following the solar sector for a long time, long term holding is hard to conceive but once the tide shifts and the world trully embraces renewable energy, I am confident that real earnings and valuation growth will come along. Who knows, they might jsut be around the corner.
  16. I moved most of my stake to Scatec Solar, I will only consider entering again once prices can break above 45 and sustain those levels.
  17. For those interested, this is my case for Daqo.
  18. Scatec Solar aims at 3.5 GW by end-2021, starting construction in Egypt; https://renewablesnow.com/news/scatec-solar-aims-at-35-gw-by-end-2021-starting-construction-in-egypt-614424/ I like all time highs, limitless upside, might switch some Daqo here this week.
  19. Scatec Solar is making all time highs, breaking out of a multiyear range, I anticipate big gains ahead and I have recommended the stock to friends and family. They have a good project pipeline, this might be an alternative for those of us who were scammed by Canadian Solars CEO.
  20. Its happening, the fraudsters come again, here come the upgrades folks! Roth capital 75 USD PT. https://kldaily.com/2018/05/24/roth-capital-has-just-reaffirmed-75-0000-target-price-per-share-on-daqo-new-energy-nysedq-stock-while-theyve-also-reiterated-their-buy-rating/ More to come now that jpmorgan and Morgan Stanley have their piece of the cake.
  21. "Daqo has Lost it's mojo" Lol you are joking right? Do you realize it's trading at near all time highs, find me another solar stock that is doing this well that ain't solaredge.
  22. I believe I already told you why and when I got back in. Nothing wrong with exiting a position if the winds direction seems unclear, but you gotta remember to get back in once its back in your favor. The JP Morgan downgrade was the confirmation that the sell off was a manipulation and it was time to re-enter long
  23. This was totally expected as I pointed out a few months ago... 1- They know this is the best solar stock but they don't have a piece of the pie so they get their pet analysts to downgrade it so the amateurs panick sell. 2- they agree with daqo that they will keep a large percentage of the announced new stock issuance. 3- once they have accumulated their piece, they announce they have a stake in the company and soon they will be announcing the upgrades. We must always keep in mind that we are paying THEIR game, THEY own it.
  24. You have been given the facts about daqo many times and yet you continue to ignore them. It won´t be pvinsights that will prove anyone here right or wrong, it will be the market. But most importantly, trading and investing isn´t about being right or being wrong, it´s about making money. Watch out for 120 USD
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