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MVA

Solar Investor
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Everything posted by MVA

  1. Right. 🙂 The only problem: I doubt it will go to $22, unless buyout.
  2. My entry price target was $7.5/share... My bad... I missed the opportunity to enter at $8.5/share... SunTrust Robinson just initiated coverage on the gene therapy specialist with a "buy" rating and a price target of $22 https://www.schaeffersresearch.com/content/news/2020/07/07/gene-therapy-stock-moves-higher-on-analyst-upgrade
  3. Spending couple of days studying SGMO, came to conclusion that there is no catalyst in the immediate future to affect price positively... So, I bet on price to move further down to $7 level and then I will enter... Although some good development I see in metal stocks. $1 tril. infrastructure plan can lift them up bigly in the next month or two... Current price of every stock always reflects all known (past/current/future information and news about it). I guess the best way to succeed in the market is to find positive catalysts in the future, which are not known or expected by general public at present time...
  4. I remember the launch of "BE" company back in 2010. They use natgas to generate electricity with solid-oxide fuel cell systems. The whole concept is still dependent on fossil fuel consumption (although biogas and hydrogen can be used as well). It is a bit anecdotal to discuss this company on solar forum... :-)))))))
  5. Your observation was correct... ENPH is down 18% as of now....
  6. Robert, what buyout price can be offered in your opinion? Thanks!
  7. Any upside movement in Chinese solar nowadays will be capped by this: "Trump wants to delist Chinese companies from U.S. exchanges. That could hurt Wall Street" https://www.cnbc.com/2020/06/10/trump-wants-to-delist-chinese-companies-but-wall-street-could-oppose.html
  8. I see the same amount of shares now as it was in Dec-31/2019 and before (Shares used in computation - basic 59,376,332). It means Canadian didn't buy a single share since they announced share buy back program.... Strange... Considering that price was low enough to initiate such buy back... Any thoughts guys on this matter? 🙂 http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-reports-first-quarter-2020-results
  9. Right, but they talk now only about restricting Federal employees pension funds from investing in Chinese companies... Other parties still can buy/sell Chinese stocks...
  10. CSIQ and JKS rivers turned into little creeks (in terms of daily volumes)... I wonder what coming ER brings...? Is it a buy now for a quick in/out opportunity, considering China's better recovery than previously estimated...? It is also end of shares repurchase program by Canadian. If I am not mistaken, they could cut from the float up to 10 mln of shares, improving ER quarterly data as a result... To buy or not to buy...? this is the question...
  11. Solaria Sues Canadian Solar for Patent Infringement https://finance.yahoo.com/news/solaria-sues-canadian-solar-patent-234200564.html Ooooooo, I didn't expect it from Qu man... Shame!
  12. I never short! But yes, you are right, I was hoping to enter back at levels around 10... Who knows...? 🙂 But CSIQ is the greatest among all solars!!! Fact!
  13. Canadan Solar: Yan Zhuang, Acting Chief Executive Officer, commented: "We were experiencing strong demand across all regions until the past few days, as we started to see some delays and weakening demand.
  14. Tomorrow morning is a big day for Canadian! Something tells me CSIQ is not going to fall... Though, I'd like to see it around $10 again...
  15. What do you guys think of our beautiful companies CSIQ & JKS? Is it a buy at these levels or we should see $10-8/share levels? Thanks for your opinion!
  16. JinkoSolar called 'worthless' in short-seller report https://seekingalpha.com/news/3548602-jinkosolar-called-worthless-in-short-seller-report?utm_medium=email&utm_source=seeking_alpha&mail_subject=jks-jinkosolar-called-worthless-in-short-seller-report&utm_campaign=rta-stock-news&utm_content=link-3
  17. Whatever happens in the morning - FSLR is untouchable for me. Although SPWR bounced back quite nicely, after collapsing to 8.16... Only two companies, in solar sector, I will consider this year - CSIQ & JKS, but only after they correct back to 18-20 level, probably in March. I think, some time during the year, they will touch $40 again. But real play of the year will be Starlink IPO....
  18. First Solar EPS misses by $1.43, misses on revenue 😮 Trading is halted... Catastrophic!!! First Solar (NASDAQ:FSLR Q4 Non-GAAP EPS of $1.48 misses by $1.43; GAAP EPS of -$0.56 misses by $0.87. Revenue of $1.4B (+102.5% Y/Y) misses by $460M
  19. CANADIAN SOLAR COMPLETES SALE OF 56.3 MWP SOLAR POWER PLANT IN JAPAN FOR JPY 22.3 BILLION (USD 205 million). http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-completes-sale-563-mwp-solar-power-plant-japan
  20. MVA

    SunPower (SPWR)

    Sunpower is down. Next in line FSLR... SunPower EPS in-line, misses on revenue https://seekingalpha.com/news/3541316-sunpower-eps-in-line-misses-on-revenue?utm_medium=email&utm_source=seeking_alpha&mail_subject=breaking-spwr-earnings&utm_campaign=rta-stock-news&utm_content=link-3
  21. Good news for FSLR fans... A new manufacturing process for cheaper CdTe panels https://www.pv-magazine.com/2020/01/29/a-new-manufacturing-process-for-cheaper-cdte-panels/?utm_source=dlvr.it&utm_medium=facebook
  22. MVA

    Solar News

    China added 12 GW of solar last month for 30 GW annual figure https://www.pv-magazine.com/2020/01/20/china-added-12-gw-of-solar-last-month-for-30-gw-annual-figure/
  23. Like I said: a month ago CSIQ was a good buy. Now, not so much.... I am, personally, out of solars, and just waiting to see what happens during next 1-2 months. Too much of new production capacity means: 2011-2012 glut is possible again... And single digits prices for shares of our beloved solar companies is a possibility.
  24. Yeah... I told Klothilde, a month ago: Drop FSLR and buy Canadian. But she will never admit that FSLR is a loser. "Systems has lost 80%+ of its U.S. market share. And the Street has completely missed it," Barclays analyst Moses Sutton writes."
  25. MVA

    Beyond Solar

    Thank you for your opinion!
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