uchsteve
LifeTime Member-
Content count
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Joined
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Last visited
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Days Won
17
Everything posted by uchsteve
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I'm happy with my move as well. JKS ... man they must ecstatic.
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Picked up some FSLR ... 44.28 ...
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Hopefully the fallout is contained to SUNE only, if SUNE does "go under" ...
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Looks like I was a bit early on TSL ...
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Just picked up a load of TSL @ $8.00. Hope its a good entry.
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ADBE - realize PE multiples look high, but they really are the dominant force in their space. Also multiples in the tech space are traditionally higher than other industries. Transition to cloud should improve their profitability and ROE as time goes on. Subscriber growth to cloud have been strong, as well as earnings growth. Analysts have average target of $90. 19 buys, 13 neutrals and 1 sell. Multi-billion stock buyback is in effect and they really walk the walk and not just talk. Stock is less volatile than CN4.
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Yes. Color on Japan and the UK would have been nice. The module shipment miss was a puzzle for me as well. They still hit top and bottom line guidance, but what drove the fewer MWs shipped needs clarification
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Based on TSL today ... JKS looks solid.
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Hopefully this strategic partner is made known soon. 500 bps of margin impact is really high. They need to fix that. Although they do have a big pile of USA projects that none of the other China solars possess. Still ... Would be nice to see them make more money off of module sales like TSL has proven today. I have so many questions. Hopefully Ed is receptive. Overall I thought it was a decent quarter. They did better than I was projecting. 3Q is as expected with big rev ramp up in 4Q. Definitely would have liked a sales price and margin breakout for their China modules sold.
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I stand corrected. Looks like JP Morgan was on the call.
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Hopefully the market understands that tomorrow ... based on after hours ... it may be brutal tomorrow.
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It seems like something is going on behind the scenes ... Did anyone catch why they shipped less modules than guided? Also, what is this talk about a strategic partners ... for what?
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Nomura and JP Morgan reiterated their ratings recently ... would have expected them to be on the call. Perhaps some firms got snubbed or something ...
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I should have pushed in to ask questions ...
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Seriously ... where was everyone? Vishal, Coster ... etc.?
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Conference Call Recap: Started construction on 600+ MW of projects in USA SEC Filing for Yield Co to be submitted soon ... end of this year or early 2016 launch on track ... Yield Co remains preferred method for project monetization and transformation to build hold business model ... yields have been volatile, but today's yields are still accretive, but below desired levels Still anticipate strong module demand during 2H 2015 ... inventory build is directly related Strategic partner to be revealed soon ... not clear for what Capacity expansion outside of China ... still evaluating options to deal with US tariff ... not rushing into capacity build outs given long-term consequences potentially 600 MW of module capacity expected by end of year ... cell capacity still being evaluated ... tariff free modules for USA is a focus
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Full Year guidance remains intact ... they are just going to grab more revenues during 4Q versus 3Q ... as was expected based on their Canada COD project schedule. Would like more color on their project pipeline in the UK and Japan. Clarity would be good given the changes evident. Definitely thoughts on yield co strategy pursuit as well as China strategy would be good. Curious as to what's driving the strong US module sales.
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Did ASP go up ... looks like they booked more revenues on less modules sold.
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3Q guidance ... margins and revenues are a weakness.
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Looks like a beat ... http://finance.yahoo.com/news/canadian-solar-reports-second-quarter-200100143.html
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Is there any news ... what happened?
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It has been a grind today ... hopefully we get some relief post close and into tomorrow.
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Might as well throw in a $1 billion share buyback as well.
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This is kind of ridiculous for TSL. They blew away estimates, raised guidance and clarified potential issues ... what more can they do?
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TSL starting to move up ...