Jump to content

pg6solar

LifeTime Member
  • Content count

    2,170
  • Joined

  • Last visited

  • Days Won

    21

pg6solar last won the day on March 16

pg6solar had the most liked content!

Community Reputation

99 Excellent

2 Followers

About pg6solar

Recent Profile Visitors

4,622 profile views
  1. Daqo (DQ)

    Yes, Explo. correct. I used to. "Sale" of Power business and huge erosion of GMs plus recent CSIQ/JASO/TSL leaving US makes JKS not investable for me too. (Of course, originally I was referring to DQ). Since Trina left, JASO soon and CSIQ on its way too, JKS' leaving is just a matter of time.
  2. Daqo (DQ)

    After TSL, JASO and CSIQ, no CN solar stock is worth owning in any meaningful quantity (maybe opportunistically careful trading only) and especially not (still) thinly traded small cap one with questionable ownership arrangements, and especially after it already tripled in PPS in just a few months.
  3. JinkoSolar (JKS)

    What I'm saying is that if CSIQ's stocks falls a lot (along with others) then they do not need to rush to "beat" Q4 ER date and his offer will be viewed as fair to shareholders. (Trina fell under $9 and the never adjusted).
  4. JinkoSolar (JKS)

    They also say that it will take awhile and the board will "exercise" its DD. (Qu IS the board, give me a break). Based on your projections of Q4 & Q1 earnings and revenues, I think we both agree than it will be done fast (before Q4 release, so in less than 4 months). On any negative 201 resolutions for CN, PPS may even dive with the rest at which time, "offer" may look very appealing (assuming 10-20%). On the other hand, assuming a very negative reaction to 201, then they may even release Q4 because price could be at $15 or under after 201, only for PPS to come back to current.
  5. Canadian Solar (CSIQ)

    Yes I did, but that was for a 20% "guaranteed" move. There are other companies with possible 5% moves without shadows of 201. So I wouldn't do it here, but still hold my position from lows of 2012 (which I should have unloaded in May of 2014, as one smart man once said "greed is good", but not in my case). Instead of low 40s in 2014, I will be "getting" mid 18s. The $30 or so after Q4/Q1 I was hoping for in 2018 looks so good, but unreachable now.
  6. JinkoSolar (JKS)

    After Trina and JA, and after "selling" their power business last year, I was sure they are next. JKS' actions are perplexing both before earning and especially after. I expected JKS to post significantly down across the board (which they did) and for PPS (around $23 or even under at the time) to tank 20% (like CSIQ did) to about $18s, then private offer to come in at around $20.
  7. Canadian Solar (CSIQ)

    How many were adding Trina last year at about this time for a $2 (over 20%) gain that materialized in about 4 months?
  8. Canadian Solar (CSIQ)

    I would not be buying CSIQ here hoping for "significantly higher offer", nor I would be selling it here either. I do not "buy" the premises that the offer is the "floor" for the stock either. Of course CSIQ is worth much more than the offer, hence Qu's offer. Why would Qu take it private at fair value? It either goes private at the offer (likely) or not going private at all (in which case PPS will be higher if Q4 results are as expected by many). As stated before, we'll know before Q4 ER in March, if there's one.
  9. Canadian Solar (CSIQ)

    The possibility of a higher price is always there if there's a possibility of an other interested party. In CSIQ's case (especially with its current BS), there isn't one as Qu would never sell out.
  10. Canadian Solar (CSIQ)

    1. PPS is unlikely to go above "offer" price. (In JA's case, current revised "offer" is significantly lower than the original was). 2. The reason to take a company private is later to re-list at much higher valuation in Asia. 3. Once going private, there won't be any Q reports. I think board might approve before Q4 report in March of 2018. IMHO it would be hard to justify the "offer" if Q4 is released and revenues and earning are as Odyd expects.
  11. Canadian Solar (CSIQ)

    Byebye CSIQ. FSLR is the only one left.
  12. Trading Solars

    An incredibly detailed article. I've read nothing close to it (in perceived competence) on SA before. Clearly a must read.
  13. JA Solar (JASO)

    Who is buying JASO? (I mean the company, not the stock). PPS is higher than the "offer" second day in a row and is over $7 now.
  14. Canadian Solar (CSIQ)

    JKS did explain their low Q2 GMs - mostly due to significant (much more than expected) OEM shipments. Q3 OEM will be significantly reduced (from Q2's levels and as percentage of the Q3's total) and Q4 OEM will be even further reduce to a bare minimum with increase in internal capacities and with as guided lower shipments (as per FY guidance, they expect to ship the least in Q4, hence I assume almost all will be from the internal supply). So GMs should improve (and certainly will improve provided poly stabilizes/falls).
×