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  • Monitise's (MONIF) Management Presents at Trading Update Call (Transcript) [View article]
    Cash-is-king for companies operating in the red, with a plan to continue to operate in the red. Buying a company with shares is the only way to preserve cash. Since they are now on a subscription model it makes sense to buy tools that will increase subscribers. Credit cards offer rewards, therefore MONI has to offer rewards. Good plan.
    Jul 9 03:22 PM | 1 Like Like |Link to Comment
  • NRG Yield: When Will This Yield Bubble Burst? [View article]
    No mention of the EPA war on coal, or the State requirements of utilities sourcing of renewable. What about the tariffs on China solar putting a floor on solar costs.
    Which might be bad, except you say a lower cost is bad for NRG which is backwards. NRG doesn't make solar, they buy it. Financed with debt, which is bad,except money is cheap now and expected to be more expensive later.
    The cost of Gas will go up, no mention from you, where as the operating budget of a solar field is small.
    Jul 2 11:50 AM | 1 Like Like |Link to Comment
  • TerraForm Power And NRG Yield: Introducing The Yieldco [View article]
    REIT's have been around a decades. You didn't explain why they YieldCo's are worse then REIT's except to say "more tax efficient", what ever that means.
    Assets in the YieldCo can be sold off, and interest percentage adjusted as needed.
    Can't do that with a 20 year Treasury. An investor can sell their YieldCo stock when ever they think they can do better elsewhere. NEP which just went public last week is at $34, when the IPO was priced at $25. Demand is there.
    Jul 1 12:36 PM | Likes Like |Link to Comment
  • Hanwha SolarOne: Why Would Anyone Invest In This Company? [View article]
    You never even mentioned Q-Cells. You never provided any supporting information on efficiency(you know what that is right?) or the quality. You also never mentioned OneRoof Energy. You didn't even know that the parent had to recently sell shares to reduce their own debt. Overall, all you did was read a few 10K's. But the charts do look pretty.
    Jun 5 09:51 AM | Likes Like |Link to Comment
  • U.S. Department Of Commerce's Preliminary Findings On Solar Industry Have Huge Implications Across The Industry [View article]
    In the short term it's great news for China Solar stockholders as the US installers will double down on their orders to beat the tariff effective date.

    Long term, it's a disaster to Obamas' green agenda he announced on Monday with the EPA. They don't like natural gas fracking or nuclear either.

    SPWR is already at capacity and they have outsourced to China. CSIQ only has about 300mw capacity in Canada that has to supply Canada projects. SCTY Zep gets everything from China and they can't afford a 25% markup.
    Jun 4 10:28 AM | Likes Like |Link to Comment
  • How Apple's Media Ambitions Will Kill Off Sirius And Pandora [View article]
    Thanks for your capitulation that AAPL iRadio sucked. Another thanks to Jimmy for saying the free ibuds sucked. We have a theme here. Oh yes, Apple's TV service sucks too, who is available to buy Dish?. And thanks kids for downloading thousands of dollars of itunes to your iPod. Ipod, what's an iPod grampa?
    May 29 09:22 AM | 2 Likes Like |Link to Comment
  • Sirius XM Unplugged From The Connected Car [View article]
    Apple (AAPL), Pandora (P) and Spotify will cannibalize each other unless they offer exclusive content, in which SIRI has. All that Apple (AAPL), Pandora (P) and Spotify has in Ad revenue, so far.
    May 27 09:30 AM | 11 Likes Like |Link to Comment
  • Searching For A Hidden Stock Market Opportunity [View article]
    Your formula only works for long standing companies like IBM or Utilities like SO, with the question, can they take on debt now when it's cheap, to be repaid by future earnings, then putting the debt to work(ROI). The Solar companies are too young, unstable and unpredictable. SUNE earnings are meaningless because now they are moving to becoming a power utility. I have yet to see anything that tells me what revenue they expect to get from selling electricity. When that happens, your model would make sense. Solar Downstream is a dog whistle for lack of funding for solar systems. The lack of funding for projects is now the worldwide problem affecting the manufactures. Even those with funding are waiting for Governments to announce incentives before they launch. SCTY and Oneroof(Ontario exchange) are the roof top financing companies, with yet a different model (think GMAC). Then you add the Tariff attack events. Europe is a mess thanks to that trick. As of now, US Based solar companies are the safest investment. With SUNE you just have to trust that the Whales know what they are doing. You just don't know when they exit.
    May 17 09:24 AM | Likes Like |Link to Comment
  • SunEdison -8.7% on Q1 miss, margin pressure; solar pipeline grows [View news story]
    These financials are very difficult for retail to understand.
    The bad news is that the value of the Chip division that is set for an IPO has decreased. So the sum-of-all-parts is less, at least for that segment.

    You have to take the CEO's word for it, on the value of the retained Solar. So it's really the outsiders value that has to be obtained. Other outsiders have expressed concern that the retained solar to be placed in the YieldCo has a high percentage of subsidized solar. But doesn't the value of retained subsidized installed base go up, when the subsidies come off;
    because the unsubsidized green fields will cost more to build?
    May 8 10:42 AM | Likes Like |Link to Comment
  • SunEdison: Should A Long-Term Investor Consider This Company? [View article]
    I'm sure all the analysts are thankful for your warning. Since you were unable to come up with a valuation on your own. What about the long term investors in coal who just lost value of their investment after a former VP creates a Global Warming video. Or the long term investor in Natural Gas, who loses their shirt when a documentary shows up on HBO about the perils of fracking. All of the analysts of SUNE watched Field Of Dreams, if you build it, they will come. The Road to Nowhere would have been welcome in Gwinnett County GA, before developers turned every farm into a suburban cul-de-sac. Instead they wait in traffic or pay tolls to move faster after the roads are clogged.
    May 6 07:50 AM | Likes Like |Link to Comment
  • JinkoSolar: Can This Dog Hunt? [View article]
    This is a $100 stock in 2015, if not sooner. Since the PE is 44 now, 18 seems reasonable. SUNE's recent presentation slides show 100GW years coming.
    May 5 03:42 PM | 1 Like Like |Link to Comment
  • Ethics Issues At IBM: Will It Hurt Earnings? [View article]
    First of all, you need to narrow your scope. Every bad account-lawsuit-kitche... attack gets monotonous. India developers writing code has nothing to do with mainframe systems folks. The 100 years of experience sounds impressive, but how much of it is relevant in a IT minute; it's not like they can write an iphone app.

    Does IBM bait-and-switch on outsourcing deals? Yes. It's not like they have or a bunch of people sitting around waiting. All the outsourcing companies do that. The question a client has to ask is, are those experienced people available when an upgrade, or new solution, that requires relevant experience is in scope.
    The answer is no.
    That is where IBM needs to reorganize. The Outsourced service account has no financial incentive to bring in internal expert consultants, so they try and do it themselves and it blows up - send in the lawyers.
    The Sales guys do have a financial interest in bring in experts to sell a deal on an outsourcing, software or hardware deal. Does IBM claw back bounces when the deal goes sour?

    The biggest problem with the Resource-Action is that's it's random acts of violence. IBM management has run out of bad performers and are going after good performers on paying accounts. Too thin, mistakes are made - send in the lawyers. They fill Service vacancies with Temps and then lay them off when they miss earnings, with no notice, account goes bad - send in the lawyers.
    May 3 09:09 AM | Likes Like |Link to Comment
  • No Second Solar Slump In Sight [View article]
    It's possible that JKS is passing the US Tariffs to the customer, to explain the higher quotes. Therefore JKS is maintaining gross margins and profits.
    After the Q4 results, it sounded like the China Solars are running at full capacity. So when that is the case, why not increase prices. I never liked the "Market Share" excuse for lower prices.
    Apr 29 05:05 PM | 1 Like Like |Link to Comment
  • Hanwha's chairman/CEO steps down [View news story]
    Good for him at age 64/65. Thanks chairman for turning around the company and making it close to profitable in Q4 and we all expect a profitable Q1.
    Apr 15 04:27 PM | 2 Likes Like |Link to Comment
  • Hanwha SolarOne, A Forgotten Stepchild Of The Chinese Solar Boom [View article]
    The derivatives and hedging, are not reported in the operating line item.
    Since they are now on the next generation of products, HSOL will have inventory write-offs, without that, the Operating Income was a gain.

    S&P Capital IQ, before dropping coverage had Q4 earnings as -.85
    It's too bad they missed shipping guidance, blame it on Canada.
    However HSOL gets a free pass for the next 5 months if they report an operating profit in Q1. No one is covering them.

    However the big boys like CSIQ and JKS are covered and have to hit their numbers. Their PPS is priced for perfection. HSOL is $2 lower than last October. SUNE is the safest play because they have Whales on board. (watch out for the ones with with estimate completion revenue)
    It will be interesting to see if SOL can do as well as HSOL. Since they don't have a big parent behind them, they have to sell shares.
    Mar 15 08:54 AM | Likes Like |Link to Comment