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SolarRoof

Solar Investor
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    404
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    11

Everything posted by SolarRoof

  1. Trading Solars

    Sold all my CAFD on the bump at a decent gain just days after it became a long term holding and, still will get dividend next week. Thanks for the tips here.
  2. Solar News

    Interesting partnership -- anyone still have any RGSE? Up 200% pre-market: https://www.streetinsider.com/Corporate+News/RGS+Energy+(RGSE)+Announces+Pact+with+Dow+Chemical+to+Commercialize+POWERHOUSE+Solar+Shingle/13359446.html
  3. Solar News

    Big picture: https://phys.org/news/2017-10-era-solar-energy-fuelling-growth.html
  4. Solar News

    Plain and simple: http://www.greentechlead.com/solar/senator-heinrich-testifies-itc-oppose-raising-solar-tariffs-33278
  5. Solar News

    In personal solar news, my 7200 watt system at office was finally turned on yesterday -- 24 300 watt Hanwha modules, Solaredge inverter with optimizers. I just barely got grandfathered into the old (and good) net metering policy with my utility. It should pay for itself in 5 years or so.
  6. Trading Solars

    Interesting thought...
  7. JA Solar (JASO)

    Really on a roll. Still no news.
  8. Solar News

    In solar news, got a photo of my small office roof -- still trying to get it turned on. Second inspection as soon as Friday after some small wiring updates. BTW, Hanwha 300 watt panels.
  9. JA Solar (JASO)

    I'm no expert, but don't shifty analysts usually buy with buy recommendations and sell with sells? I guess not in solar land...
  10. JA Solar (JASO)

    BTW, this run started the same day as Gordo's sell note and $5 price target. https://seekingalpha.com/news/3292466-ja-solar-cut-sell-axiom-johnson-doubles-bearish-bet
  11. JA Solar (JASO)

    Maybe the $6.80 offer was just a smoke screen to make the $9.60 (or something similar) look like a good deal. At this point, I'd be thrilled with $9.60.
  12. JA Solar (JASO)

    JASO has been trading above buyout offer all morning on high volume. Hoping it's off the table or someone knows of a competing, higher bid. Perhaps someone knows the 6.80 is going through and so the shares are being bought up to that point. My basis is in the 7's so hoping for the former. No news anywhere that I can find.
  13. JA Solar (JASO)

    JASO creeping up toward the buyout price, even after Gordo's downgrade. Who knows where things stand with the buyout offer...
  14. Canadian Solar (CSIQ)

    Aug 21 - $14 https://seekingalpha.com/news/3290724-canadian-solar-downgraded-barclays-multiple-near-term-risks
  15. Trading Strategy

    https://www.benzinga.com/analyst-ratings/analyst-color/17/08/9990476/expert-its-time-to-short-some-of-your-solar-stocks-begin
  16. Trading Strategy

    He said to "focus on buy-rated FSLR and CSIQ."
  17. JA Solar (JASO)

    I guess on their call, they cried about weak 2H, worry about 201, etc., to try to prop up the idea that the CEO's $6.80 offer is fair. Without that offer on the table, this would likely be a $9 or $10 stock right now.
  18. Solar News

    If this is a trigger, it is likely more related to how Trump might handle Suniva, ITC, etc.., than to dissolving the advisory panel itself.
  19. Solar News

    Maybe swoon also related to this: https://www.cbsnews.com/news/report-trump-dissolves-climate-change-advisory-panel/
  20. Solar News

    Don't know if it is related to bump today, but canning Steve Bannon is good for solar as he is a huge protectionist and wanted to tariff everything from every country, end NAFTA, etc. He was especially outspoken about the China, their influence and goods.
  21. Solar News

    Really well said - simple and to the point.
  22. Solar News

    More news from the front lines. As I mentioned, my little 7200 watt system goes up on Monday, and just made it before APS, the state's largest utility, dramatically reduces what it pays solar customers for their power. They are going from 14 cents to 3 cents. Plus, they are raising rates for everyone 8 percent. Essentially, rooftop solar in AZ will be dead, and that is before Suniva is factored in. Ultra-efficient panels and cheaper batteries cannot come soon enough. Finally, APS is "governed" by an entity called the Arizona Corporate Commission, who reviews and rules on their rate hikes and policy changes. APS is well known to spend wildly get their own people elected to this commission. Imagine that... http://www.12news.com/syndication/facebook-instant/aps-seeks-8-percent-rate-hike-huge-cut-in-solar-subsidy/226429618
  23. Trading Solars

    How quickly and how efficiently could CSIQ produce in Canada? And does anyone produce in Mexico?
  24. Solar News

    Solaredge inverter and monitoring. No batteries. I beat the 7/31 deadline and am grandfathered into old (and better) net metering agreement for 20 years. I'm curious to see if I can scrape out a net positive month of solar power -- my system was quite a bit larger but had to scale it back on the plans for fire fighter access on roof.
  25. Solar News

    In other "solar news," the city finally approved my system on my office building and it is scheduled to be installed in two weeks. 24 Hanwha 300w panels going up. Mounts are already installed as I redid the roof and added them at the same time. Nice thing is I get the 30 percent ITC on the roof job since it was part of the overall package.
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