Jump to content

Recommended Posts

22 minutes ago, MVA said:

Wow, 5 years... Imagine how many times you could get in and out with 100% profits in almost every solar stock for this period... Solars is a commodity business, and as every commodity business it is cyclical - supply & demand rules the show. You should have invested in FB in 2012 at 18 usd/share :-)

I dunno.  I seem to do the opposite when I fiddle. Case in point.  Sold FSLR today at 64.25, 65.29, and last half at 67.39.  who knows if we so those levels again. Plus, all the time wasted fiddling.

  • Like 1

Share this post


Link to post
Share on other sites

Jinko up another 8% with volume at the moment?  Of course it is!  Hey, I'll take it.  Cutting my losses.  

Share this post


Link to post
Share on other sites

So CSIQ isn't Chinese enough to warrant the JKS treatment and they're not American enough to warrant FSLR treatment.  Which I guess does actually make them Canadian afterall and this is the Canuck treatment.   Can't you rally some troops, Robert? :) . 

 

I know, I know.  When they get the sales complete and in the bank.  I guess.

Share this post


Link to post
Share on other sites
37 minutes ago, Mark said:

So CSIQ isn't Chinese enough to warrant the JKS treatment and they're not American enough to warrant FSLR treatment.  Which I guess does actually make them Canadian afterall and this is the Canuck treatment.   Can't you rally some troops, Robert? :) . 

 

I know, I know.  When they get the sales complete and in the bank.  I guess.

 

Share this post


Link to post
Share on other sites
40 minutes ago, Mark said:

So CSIQ isn't Chinese enough to warrant the JKS treatment and they're not American enough to warrant FSLR treatment.  Which I guess does actually make them Canadian afterall and this is the Canuck treatment.   Can't you rally some troops, Robert? :) . 

 

I know, I know.  When they get the sales complete and in the bank.  I guess.

It could be nothing will change it. 

Share this post


Link to post
Share on other sites

This might not seem directly related to Solar but I think it might have an impact on growth.

https://www.greentechmedia.com/articles/read/bitcoin-uses-more-energy-than-ireland#gs.OgY7Mf4

It mentions the Bitcoin network using as much energy as the entire nation of Ireland. Furthermore, other Currencies such as Ethereum, Litecoin etc are also demanding huge amounts of electricity.

If the Blockchain is widely adopted it will mean a considerable increase of electricity demand worldwide, and this new demand will be satisfied by the cheapest source available, i.e. Solar PV.

Blockchain+ Electric Transport= Huge Growth of Electricity Demand= Huge Growth of PV?

Last year, new Installed Solar PV capacity grew by 50%. If this growth was to remain stable, by 2030 the world would have a total of 23,800 GW of Solar PV Capacity and Solar would likely be the leading source of energy production.

Do you think such a revolution is possible or should I lay of the grass??

 

Edited by tupapa

Share this post


Link to post
Share on other sites

I have distinctive feeling watching tape CSIQ could become market's new JASO.

  • Sad 1

Share this post


Link to post
Share on other sites
1 hour ago, tupapa said:

This might not seem directly related to Solar but I think it might have an impact on growth.

https://www.greentechmedia.com/articles/read/bitcoin-uses-more-energy-than-ireland#gs.OgY7Mf4

 

 

Honestly, as a technology, I'm disgusted by my fellow programmers that get excited by bitcoin.  The first moment I heard about it & the fact that one must "mine" coins.. I immediately thought.  What a waste of energy that is.  I imagined all this technology secretly powered by coal.  A lot of friends made a lot of money.  One friend, already rich from Google, made even more on bitcoin.  Not a single care about the cost of it all.  Worthless crap I call it.  Just put it on a server & be done with it.  (which is basically what has happened anyways.  Bitcoin can't keep up with the transaction speed, so coinbase does a lot of the processing before it makes large transactions on the blockchain)

  • Like 1

Share this post


Link to post
Share on other sites
33 minutes ago, dydo said:

I have distinctive feeling watching tape CSIQ could become market's new JASO.

I think the market is simply conserving cash & will buy in later in the quarter -- after new tax bill & ITC conclusion.

Also I think this is why events like "solar wall" cause bull runs.  Because most people know which stock they want & are monitoring it.  If something causes shares to spike for any reason, those watchers jump in.

Edited by sunnypease

Share this post


Link to post
Share on other sites
3 minutes ago, sunnypease said:

Honestly, as a technology, I'm disgusted by my fellow programmers that get excited by bitcoin.  The first moment I heard about it & the fact that one must "mine" coins.. I immediately thought.  What a waste of energy that is.  I imagined all this technology secretly powered by coal.  A lot of friends made a lot of money.  One friend, already rich from Google, made even more on bitcoin.  Not a single care about the cost of it all.  Worthless crap I call it.  Just put it on a server & be done with it.  (which is basically what has happened anyways.  Bitcoin can't keep up with the transaction speed, so coinbase does a lot of the processing before it makes large transactions on the blockchain)

Yep.  What you said.  I have a buddy gloating about his $50 that's now worth $1,200 or whatever and I keep telling him to take half off the table, but noooooo.  I'm sick to death of hearing about bitcoin.  

Share this post


Link to post
Share on other sites
40 minutes ago, dydo said:

I have distinctive feeling watching tape CSIQ could become market's new JASO.

There seems to be no interest in csiq.  Accumulations perhaps.  All interests are in dq, jks and fslr.  Csiq and jaso are moved to second tier?

Share this post


Link to post
Share on other sites
Just now, Jetmoney said:

There seems to be no interest in csiq.  Accumulations perhaps.  All interests are in dq, jks and fslr.  Csiq and jaso are moved to second tier?

I'll say this.  I had been thinking there was accumulation going on for quite some time.  And I still think there may be.  If they ever manage to put together a clear conference call with a balance sheet that makes sense and debt gets reduced, there are enough tutes in this to make this FSLR move look like a small bounce.  I guess at this point we need Qu to deliver clarity and reduced debt.  The talk of buying Suniva, frankly worries me a little bit.  Maybe that and BEAT is cause for pause.  Dunno.

Share this post


Link to post
Share on other sites
11 minutes ago, Mark said:

I'll say this.  I had been thinking there was accumulation going on for quite some time.  And I still think there may be.  If they ever manage to put together a clear conference call with a balance sheet that makes sense and debt gets reduced, there are enough tutes in this to make this FSLR move look like a small bounce.  I guess at this point we need Qu to deliver clarity and reduced debt.  The talk of buying Suniva, frankly worries me a little bit.  Maybe that and BEAT is cause for pause.  Dunno.

Since M. Potter (former CFO) left the company, Canadian's presentation became a joke... with hardly understandable mumbling presentations...

  • Like 2

Share this post


Link to post
Share on other sites
26 minutes ago, Mark said:

Yep.  What you said.  I have a buddy gloating about his $50 that's now worth $1,200 or whatever and I keep telling him to take half off the table, but noooooo.  I'm sick to death of hearing about bitcoin.  

What if bitcoin were actually a programatic ponzi scheme?  Designed to read out numbers that it's going up up up.  What if it's just one big AI algorithm designed to bilk everybody's cash and into the hands of the 14 year old mastermind programmer that put it all together.  OK, probably not... but it IS possible.

  • Like 1

Share this post


Link to post
Share on other sites
2 hours ago, dydo said:

I have distinctive feeling watching tape CSIQ could become market's new JASO.

One beautiful morning (hopefully this month) there will be a Press release about sale of 750 MW of CSIQ's US projects, which automatically means that at least 1.03 $/share will be realized in Q4/2017... And then we will see real movement of this stock. It can't be otherwise...

Share this post


Link to post
Share on other sites
1 hour ago, MVA said:

One beautiful morning (hopefully this month) there will be a Press release about sale of 750 MW of CSIQ's US projects, which automatically means that at least 1.03 $/share will be realized in Q4/2017... And then we will see real movement of this stock. It can't be otherwise...

Those events are expected, a stock moves14 cents because $1.8B in sales are not certain this Q but maybe in Q1, but another moves $3 plus because they said they are optimistic with 2018? I have seen CSIQ sell-off on the biggest quarterly  EPS in its history. Today even SPWR moved higher. CSIQ is avoided.

We could be looking at the most confused set of people, but every single stock came back from tax equity scare, but CSIQ. Go figure.

Share this post


Link to post
Share on other sites
3 hours ago, MVA said:

Since M. Potter (former CFO) left the company, Canadian's presentation became a joke... with hardly understandable mumbling presentations...

Those presentations are a killer. I consider Qu as a savvy, owning an excellent foresight CEO, however with stubbornly persisting, borderline with simpleton refusal to practice and learn English.  If you insist on presenting, hire a teacher, practice speech, and grammar. I get the accent, but mumbling, stumbling, and ridiculous pronunciation is a big negative to people who need clarity. Q3 was awful, a song of stuttering mixed with annoying negativity about polysilicon, in time when you could potentially hide the negatives due to plant sales.

Otherwise, bring a couple of young executives, Like Roy from Japan or guy from Europe, to do the talking.  They know the business too. Not everything needs to be said by Qu, better perhaps if it was told by someone else. He is the man behind the moves, we all get it. Yes, Potter had the clarity and understood the value of it. Perhaps the next step is to make decisions to enable next set of execs to deliver the show. I hope they learn from our complaining to at least review the situation.  I may not even listen to the next cc, I was too frustrated last time.

Share this post


Link to post
Share on other sites
8 minutes ago, dydo said:

Those events are expected, a stock moves14 cents because $1.8B in sales are not certain this Q but maybe in Q1, but another moves $3 plus because they said they are optimistic with 2018? I have seen CSIQ sell-off on the biggest quarterly  EPS in its history. Today even SPWR moved higher. CSIQ is avoided.

We could be looking at the most confused set of people, but every single stock came back from tax equity scare, but CSIQ. Go figure.

I think it is because majority of individual investors “kids” or “mamas & papas” don’t even trying to understand the business and read the numbers. They simply look at Yahoo finance data, which is not even correct, and see EPS 0.36/share and PE ratio (TTM) 48… and they think no no no, Benjamin Graham teaches us that PE must be 16… this horse we have to avoid… ;-)

But, I am convinced, once book value will reach 24-26/share level, inevitably share price will be in the range of 26-30 usd…

Share this post


Link to post
Share on other sites
4 hours ago, MVA said:

I think it is because majority of individual investors “kids” or “mamas & papas” don’t even trying to understand the business and read the numbers. They simply look at Yahoo finance data, which is not even correct, and see EPS 0.36/share and PE ratio (TTM) 48… and they think no no no, Benjamin Graham teaches us that PE must be 16… this horse we have to avoid… ;-)

But, I am convinced, once book value will reach 24-26/share level, inevitably share price will be in the range of 26-30 usd…

I guess TTM for CSIQ is about 0.43 and $5 for JKS after Q3.  By Q4 should turn into CSIQ 1.70 and JKS around 0.60.  Let's hope so there is nothing else but this. PB for FSLR is currently 1.34 and for JKS 0.87. CSIQ is 1.02

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Recently Browsing   0 members

    No registered users viewing this page.

  • Donate

    Please donate to support this community. We appreciate all donations!

    Donate Sidebar by DevFuse
  • Upcoming Events

    No upcoming events found
  • Forum Statistics

    • Total Topics
      40
    • Total Posts
      90,477
  • Who's Online (See full list)



×