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Dan

Solar Investor
  • Content Count

    216
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Community Reputation

17 Good

About Dan

Profile Information

  • Location :
    Montevideo, Uruguay

Portfolio

  • Portfolio %
    60% Tesla, 10% JKS, 30% cash

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  1. Dan

    JinkoSolar (JKS)

    I do not agree. JKS of 2012 is not JKS of 2018 In Q2 2012: Total shipments: 302 MW Total revenue: 194.9 million In Q2 2018: Total shipments: 2794 MW Total revenue: 915.9 million A 12% gross margin today is several times more millions than the same 12% in 2012 The peers are not the same either.. remember LDK, ESLR, STP, ENER, SunEdison, Solindra, SolarWorld, Suniva and others.. all gone.. consolidation stages clean the board and make big players bigger. JKS is a proven survivor, it´s massive, has the lowest costs, can still make a small profit while others go under water.. ..so I do not expect JKS to reach $2 or $3 this time..
  2. Dan

    JinkoSolar (JKS)

    Perhaps, but worst case scenario may be more than factored in current valuation.. JKS @7.3 implies a mk. cap of 285M.. and that has become ridiculous.
  3. Dan

    Trading Solars

    Wise move Explo.. JKS is more riskier than ever.. Disappointed with CSIQ.. I'm considering to sell off and go back to TSLA.. The way that Elon Musk got those $ 1.8 billions (to scale Model3 production) with low interest debt (5%), was great..
  4. Dan

    Trading Solars

    I was waiting on cash and some TSLA until Thursday, sold TSLA and bought all on CSIQ @16.70
  5. Dan

    Trading Solars

    I will take the ride 100% loaded on CSIQ.. I'm optimistic for Monday.. SPWR results have given a negativity environment since then, but I guess CSIQ is going to beat.. I`m centering on all this activity and orders rush reported a couple of months ago..
  6. Dan

    Trading Solars

    I'm not liking this atmosphere.. just sold at a mild lost all my CSIQ.. I will wait on cash and see..
  7. Dan

    Trading Solars

    Agree, it's time to go strong with CSIQ. I'm 100% in now.
  8. Dan

    Trading Solars

    Sold CSIQ whole position, and TSLA remanent. A little late with CSIQ, but good profits anyway.. I will stay 100% on cash throw Q1 ERs, i`m afraid from margin compressions.. time to wait and see for me..
  9. Dan

    Trading Solars

    Agreed, I`m about to sell the rest.. It was a superb runup since December.. still the focus and enthusiasm is on the good news and prospects (record deliveries, 2.27 secs. 0-60 mph acceleration, model 3 pre-orders, etc.) but sooner or later the focus will shift to financials, and the overvaluation will be evident..
  10. Dan

    Trading Solars

    Holding all CSIQ. Sold 50% TSLA.
  11. Dan

    Trading Solars

    Odyd, if I ever get rich, I`ll give you a present like a Tesla model S or something like that.. thanks a lot for your CSIQ analysis, I got in on the right time..
  12. Dan

    Trading Solars

    JASO is more ON FIRE than Will Grigg, hehe.. CSIQ bouncing nice.. and TSLA at the edge of all time highs
  13. Dan

    Trading Solars

    Jumping to the boat.. I hope CSIQ has bottomed today.. Don`t want to sell too much TSLA..
  14. Dan

    Trading Solars

    mhhh, I don`t know.. PVinsights, updated today, shows another decline (a tiny one, but a decline) on module prices.. and a rise on silicon prices..
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