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Solar Investor
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17 Good

About Dan

Profile Information

  • Location :
    Montevideo, Uruguay


  • Portfolio %
    100% CSIQ
  1. 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..
  2. Trading Solars

    I was waiting on cash and some TSLA until Thursday, sold TSLA and bought all on CSIQ @16.70
  3. 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..
  4. Trading Solars

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

    Agree, it's time to go strong with CSIQ. I'm 100% in now.
  6. 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..
  7. 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..
  8. Trading Solars

    Holding all CSIQ. Sold 50% TSLA.
  9. 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..
  10. Trading Solars

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

    Jumping to the boat.. I hope CSIQ has bottomed today.. Don`t want to sell too much TSLA..
  12. 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..
  13. Trading Solars

    Not sure of that, If I can interpret data correctly: JKS inhouse Q3 2016: Silicon cost: 10 cents, Processing cost: 27 cents Blended: 37 cents/W CSIQ inhouse Q3 2016: Silicon/Poly: 16 cents, Processing (cell, module): 12 cents Blended: 35 cents/W Please correct me if I'm wrong..
  14. Trading Solars

    Agreed with Solarpete. Will to re-enter CN solars when they go on single digits..