KCInvestor

The Tellurium Supernova

I am a chemical engineer and am happy to admit I know absolutely nothing about Te. However - either way you look at this trade, going long or short here, is very speculative. All I can say is that if you think there demise will be in a few years, why not wait to short it until there is some sign of this. They won't collapse overnight, and you would likely still have time to build a large short position. For the time, being the trend might be your friend, although I happen to think all solar stocks are long over-due for a correction, hence why I sold my FSLR position after a big run up back at 165. Don't you think a company of this size would have researched the availablility of their supply chain before investing hundreds of millions of dollars in a business on which it completely relies? While I unequivocably can not dispute the facts/opinions of either argument, I just find it all very hard to believe. But, I suppose Wall Street doesn't have a whole lot of physicists on the payroll either. Again, too speculative either way...