polarsparkie 107 Report post Posted August 14, 2015 (edited) Yes, start of a rally then eu kills it, now oils rolling. Hahttp://www.pv-tech.org/news/eu_increases_anti_dumping_rates_on_chinese_solar_glass?utm_source=pvtech-feeds&utm_medium=rss&utm_campaign=news-rss-feed Edited August 14, 2015 by polarsparkie Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted August 14, 2015 Yes, start of a rally then eu kills it, now oils rolling. Hahttp://www.pv-tech.org/news/eu_increases_anti_dumping_rates_on_chinese_solar_glass?utm_source=pvtech-feeds&utm_medium=rss&utm_campaign=news-rss-feed do solar panel mfrs need solar glass? will this affect costs? Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 (edited) Reread this I'm not sure this would effect any of the CN as they get their glass from China. Noticed the sell off happened as soon as the news was released. Wonder if it's being confused with anti dumping tariff? Edited August 14, 2015 by polarsparkie Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 Only CN that's bucking the trend is TSL, could be technical or? I've added to CSIQ and JKS tight stops Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted August 14, 2015 Yes, start of a rally then eu kills it, now oils rolling. Hahttp://www.pv-tech.org/news/eu_increases_anti_dumping_rates_on_chinese_solar_glass?utm_source=pvtech-feeds&utm_medium=rss&utm_campaign=news-rss-feed this is only for "glass"EU increases anti-dumping rates on Chinese solar glass Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 this is only for "glass"EU increases anti-dumping rates on Chinese solar glassReread this I'm not sure this would effect any of the CN as they get their glass from China. Noticed the sell off happened as soon as the news was released. Wonder if it's being confused with anti dumping tariff? Quote Share this post Link to post Share on other sites
Jacks 3 Report post Posted August 14, 2015 Only CN that's bucking the trend is TSL, could be technical or? I've added to CSIQ and JKS tight stopsPart technical, part earnings. Looking for a beat, a raise and some big news. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 Reread this I'm not sure this would effect any of the CN as they get their glass from China. Noticed the sell off happened as soon as the news was released. Wonder if it's being confused with anti dumping tariff?My bad. News was released 14:28, I thought it said 15:28 (GMT) which would have been cock on when we started selling off. Only other noticeable cause was oil. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 Part technical, part earnings. Looking for a beat, a raise and some big news.TSL going great guns, what do you think the news will be? Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted August 14, 2015 cheap oil will prove a wind at the back for oil. cheaper inputs, transport, more consumer cash available.Utilities are goign to move away from oil no matter what the price is -- it's about the emissions. Utilities will pay premium for solar, wind, renewables.If oil gets to 35, we will see new oil taxes and funds for new solar and wind projects worldwide. And there will be new policies to combat oil usage -- to prevent further climate change.It has been at a high of 102 degrees average for this month in Austin. This weather has been this bad for ten years now. Before 1997, the typical week would be high of 95 or so.We had a bizarre June and early July. All rain. Before that, it was several years of drought, had to take a ladder down to the lake shore. Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted August 14, 2015 Also, Texas is hitting new highs each day for electricity usage -- way over capacity. The heat is causing huge, huge overuse of air conditioning.They talk about 2 degrees increase in temperature, the Texas summers have been more like a 7 degree increase from before 1997. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 Volume looking good in TSL might breakout again Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 cheap oil will prove a wind at the back for oil. cheaper inputs, transport, more consumer cash available.Utilities are goign to move away from oil no matter what the price is -- it's about the emissions. Utilities will pay premium for solar, wind, renewables.If oil gets to 35, we will see new oil taxes and funds for new solar and wind projects worldwide. And there will be new policies to combat oil usage -- to prevent further climate change.It has been at a high of 102 degrees average for this month in Austin. This weather has been this bad for ten years now. Before 1997, the typical week would be high of 95 or so.We had a bizarre June and early July. All rain. Before that, it was several years of drought, had to take a ladder down to the lake shore.In the long run oil at 35 will be good for solar and other renewables but short term solar will fall in sympathy with oil, until someone turns the algo off. If the bottom is not in today, we will be at 35 in a month. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 Any option guys want to give a view on todays action especially CSIQ Quote Share this post Link to post Share on other sites
uchsteve 115 Report post Posted August 14, 2015 (edited) Polar ... can't say I'm an options expert, but based on max pain theory ... looks like the $25 strike is for today and next week (at least as of today) ... the max pain strike is $26.Of course earnings can change all of this dramatically.Implied Volatility for the 26 Strike is 94% for the Call and 102% for the Put for next next week. Edited August 14, 2015 by uchsteve 1 Quote Share this post Link to post Share on other sites
disdaniel 73 Report post Posted August 14, 2015 I put in an order to sell 20 csiq August 24 calls at the ask when the price hit 25.5 and the stock dropped like a rock the moment I confirmed...wondering if my order was a sign to the high freq traders--I know it's just coincidence but it's a little spooky Sent from my iPhone using Tapatalk Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 14, 2015 CSIQ setting up again 1 Quote Share this post Link to post Share on other sites
luckygoose 56 Report post Posted August 14, 2015 (edited) I think the warrants of JASO will expire on coming Sunday or Tuesday. My bet is that this is one of the reasons for the manipulation of the stock and maybe shortly after this date the bid is confirmed. Maybe this is also the reason why JASO is gaining today.Just wanted to let you guys know. Lucky Edited August 14, 2015 by luckygoose 2 Quote Share this post Link to post Share on other sites
luckygoose 56 Report post Posted August 14, 2015 Also zack has come out with strong buy advise. Quote Share this post Link to post Share on other sites
Julyw 18 Report post Posted August 14, 2015 I think the warrants of JASO will expire on coming Sunday or Tuesday. My bet is that this is one of the reasons for the manipulation of the stock and maybe shortly after this date the bid is confirmed. Maybe this is also the reason why JASO is gaining today.Just wanted to let you guys know. Lucky I too was waiting for this and thouht there would be some movement and possibly some News next week. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted August 14, 2015 I think series B warrants expires one year from now. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 17, 2015 Trina still kicking it 1 Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted August 17, 2015 well I sold 10% of JKS last Friday thinking there would be a dip today....... I got half of that back at 22.3, but now find myself chasing the rise for the other half.... Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted August 17, 2015 another strong day for JASO so far..... Quote Share this post Link to post Share on other sites
Julyw 18 Report post Posted August 17, 2015 (edited) JA Solar is a better premium to the Offer than I think all others exception QIHU atm and CNIT which CNIT doesn't show necessary financial criteria to go Private. Interesting story Xueda Offer increased 65% from the Original, author of SA is calling this a good buy with an 8% upside at where it is today. http://seekingalpha.com/article/3444006-income-seekers-dont-miss-xueda-education-group Edited August 17, 2015 by Julyw Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 17, 2015 another strong day for JASO so far.....Yeah, how can anyone go wrong in JASO now, cracking earnings and a buyout offer, all be it low. If offer doesn't go through, good chance we go higer Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted August 17, 2015 well I sold 10% of JKS last Friday thinking there would be a dip today....... I got half of that back at 22.3, but now find myself chasing the rise for the other half....well, got back other half at around 22.7 average, so its basically a wash, win some, lose some Quote Share this post Link to post Share on other sites
uchsteve 115 Report post Posted August 17, 2015 Can anyone confirm a big buy order for Csiq that just happened? Quote Share this post Link to post Share on other sites
Paybak66 41 Report post Posted August 17, 2015 Added TSL fir ER. Good luck everyone! Sent from my iPhone using Tapatalk Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted August 17, 2015 What to look out for JASO Quote Share this post Link to post Share on other sites
