Koolinv
Solar Investor-
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About Koolinv
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Rank
新手上路
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Expo, JASO share price is close to the buy-out price. Are you hopping the CEO to raise that? Not sure how many Chinese companies have done that before. The risk reward seem to favor CSIQ at this price.
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Good prediction, Payback. However, I will not go back to SOL again. I was burned badly by their lie about poly plant once. I will not risk myself being burned by that company again. It's interesting that JASO reached the buy out price by the CEO today. I sold my last batch of JASO. May buy back if it drop to high $8. I sold most of TSL yesterday and will unload the rest if the share price reach the buy out price. Moving forward, I will keep CSIQ for long term and watch for opportunity to by FSLR.
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Not Explo but I believe JASO will do well financially as a company. Unfortunately, I am not sure whether that will translate to better share price as it will be capped at $9.69 unless the sleazeball CEO and board bump up the offering price or are forced to do so. I sold 2/3 of my holding yesterday and wait for a miracle with the rest of share. Good luck to all who are long JASO.
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Thanks!
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Explo or others who live in Germany, I am on a business trip in Berlin for the week. Is it safe to login my trading account with iphone through hotel wifi to trade? By the way, love the city and people here. Thanks.
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Whatever the committee's decision, I just wish that they announce it soon. Buyout with higher price is possible but not probable given the sleazeball CEO that we came to know from last offer. And yes, I don't think the so called "independent" board is truly "independent". Nonetheless, we can still take whatever the premium and put it into other solar names if they green light buyout soon. The worst outcome for JASO holders is that the independent board keeps dragging on the decision and approve the buyout with $9.6 after share price of CN3 recovers significantly from this level while JASO is capped by $9.6. If the CEO walks away, I will keep my JASO because I still think it's the best value stock amongst CN4.
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Well said.
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"Japan Could Triple Power From Renewables by 2030, Study Shows", "Solar output may increase to 77.7 terawatt hours to 128 terawatt hours in 15 years from 15 terawatt hours, the report showed" http://www.bloomberg.com/news/articles/2015-04-06/japan-could-triple-power-from-renewables-by-2030-study-shows
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Fair enough. Let's hope there is a good outcome on16th.
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Polar, always love your TA. I do have a question on general market vs oil. It makes sense to see oil price as a leading indicator If oil over supply is caused by slow economy. However, could this round of oil drop is related to fighting terrioist and strong $? If that's the case, we might not see market collapse as the general economy is still doing well except the oil sector.
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value trap happens when investors think the company or sector is doomed even though the stock price is at low multiples. Are you afraid csiq or solar sector is in trouble fundamentally to call it value trap?
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Don't know. Greed can turn smart people stupid.
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FYI. Solar ETF Tan comparing with oil ETF USO and s&p for 1 year. Don't see strong correlation between solar and oil http://chart.finance.yahoo.com/z?s=TAN&t=1y&q=l&l=off&z=l&c=USO,%5EGSPC&a=v&p=s〈=en-US®ion=US
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First Jaso residential distributed system connected to network in china 3.64kw. http://www.ne21.com/news/show-60066.html
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Sol downgraded by Roth. PT drop 45% to $2.75. http://finance.sina.com.cn/stock/usstock/c/20140530/182619281984.shtml