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kknd1234 last won the day on January 27 2017

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  1. kknd1234

    JA Solar (JASO)

    TSL was trading in 9 dollar range when the offer came in.
  2. YGE is up 11% due to the increase in real estate value over the weekend. http://www.bbc.com/news/world-asia-china-39475839
  3. Sold my GLBL AT @4.90, made about 130k included the dividend received back in March 2016. not bad.
  4. Knighthead just got involved in a big way !!! They believe Glbl is worths at least 7.21. Go Glbl http://archive.fast-edgar.com//20170127/AQ22E2228222TJZ2222H2ZN99LST8222B292/
  5. Based on the 8k, it looks like the shareholder of GLBL will receive between 1.5 to 1.75 on top of the buyout offer from BAM. From seekingalpha - aventeren . " Okay, 75% of the B shares would be 75% * 61M shares = 46,007,290.5 shares. If there are currently 113,206,700 A shares, that means A shareholders would receive the equivalent of 46,007,290.5 shares / 113,206,700 shares = 0.406 shares. If the offer price were $4.15, then A shareholders would receive a 0.406 shares * $4.15/share = $1.6849/share; 0.406 shares * $4.25/share = $1.7255/share; 0.406 shares * $4.35/share = $1.7661/share; etc. So this "allocate 75% of B shares to A shareholders" clause would mean something like $1.68-ish to $1.80-ish in additional value for A shareholders. Is my math right? I'm just noodling here. "
  6. TerraForm Power Announces Sale of UK Portfolio to Optimize Fleet and Position Company for Future Growth http://finance.yahoo.com/news/terraform-power-announces-sale-uk-133000832.html
  7. Terp filed it annual reports for 2015.
  8. Entry point should be in the mid single digit IMHO.
  9. Finally, I have been waiting for 2 months... need couple of more day like today.
  10. "The Company recorded a foreign exchange gain in the second quarter of 2016 of $24.9 million compared to a foreign exchange gain of $8.5 million in the first quarter of 2016 and a foreign exchange loss of $4.4 million in the second quarter of 2015. " Fx gain was the factor for the beat.
  11. Bodhi, did you pull the trigger? down close to 20% after hour
  12. TerraForm Power released preliminary quarterly earnings—the first results in more than eight months—as the company deals with the bankruptcy of its parent, solar company SunEdison Inc. http://www.terraformpower.com/phoenix.zhtml?c=253464&p=irol-calendar
  13. TerraForm Power +3.2% AH after Brookfield Asset Management (NYSE:BAM) discloses that it and Appaloosa Management will team up to bid for SunEdison's stake in TERP.
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