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pg6solar last won the day on March 16

pg6solar had the most liked content!

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About pg6solar

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  1. Trading Solars

    An incredibly detailed article. I've read nothing close to it (in perceived competence) on SA before. Clearly a must read.
  2. 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.
  3. 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).
  4. JinkoSolar (JKS)

    Historically huge shipments and revenues...but a huge miss on EPS, huge bloating receivables, huge margins decline y/y...low cash position...stock is already 10% down from Friday with probably an other 10% down at least on the way...IMHO they will also "go private" when stock is low enough.
  5. JinkoSolar (JKS)

    JKS reports on September 6th. CC at 7:30AM. I agree with elsewhere posted opinion that (especially based on what JASO posted yesterday) JKS will have a blowout Q2 and might have needed extra "accounting" time.
  6. Trading Solars

    Exactly why Trina left, JA wants to and can be taken out on a cheap, and Jinko will surely follow too.
  7. JA Solar (JASO)

    transcript is out: https://seekingalpha.com/article/4101011-ja-solar-holdings-jaso-q2-2017-results-earnings-call-transcript loved the exchange between Herman and Gordo: Gordo: "Could we see 28% decline in the second half in ASPs, second half to define as June to December?" Herman Zhao: "I think the answer is very clear. The answer to that question is no."
  8. Trading Solars

    JKS does NOT report tomorrow. ONLY companies' PRs and info on their websites should be looked at when posting above.
  9. JA Solar (JASO)

    JA obliterated expectations. 2.15GW module shipments in Q2!
  10. Canadian Solar (CSIQ)

    Everyone is entitled to own interpretation of what was written. However, one sentence is undeniable: "The size of the beat, 26% higher module shipments above the midpoint of guidance and 15% higher revenues above midpoint of guidance, raises an eyebrow given that the guidance was given on 3/21 with 10 days remaining in Q1". It was widely expected for CSIQ to have really "bad" Q1 which they did not relatively speaking. Its not unreasonable to assume they "moved" some of Q2 to Q1 to sweeten Q1's otherwise bad results. Also agree with author's (relative to each other) Q2 guidance of CSIQ vs. JKS.
  11. JA Solar (JASO)

    Based on yesterday's stocks movement, market did not "buy" the argument...yet.
  12. JA Solar (JASO)

    I think if anything, JKS' shares were significantly raised while CSIQ's stayed dormant. So while it appeared JKS dropped, the delta is $5 currently, which is above $4 something it was in early May, before ERs were announce later on.
  13. JA Solar (JASO)

    No shots.
  14. JA Solar (JASO)

    Right that's why one does in/out on .20 moves. What is .20, or .50 or even a $1 long term?
  15. JA Solar (JASO)

    Common Explo, my reply was regarding DQ since this was the conversation, not JKS. I was continuing DQ conversation when JKS got mixed in between my posts.