Seeking Alpha


Send Message
View as an RSS Feed
View squashjohn's Comments BY TICKER:
Latest  |  Highest rated
  • 3D Systems: A Look At Analyst Day And The Future [View article]
    Yesterday om CNBC there was a report from a conference where renowned 'futurist' - Ray Kurzweil talked abt techological developments in the next 10-15 years. Key take aways were:
    - computers will be 'human like' in their ability to respond by 2030
    - 3D printing is going to be a disruptive technology much sooner than most think; 3D printed clothes to common place by 2020..
    - Solar is going to become cheaper & advance it's technology rapidly over the next 10 years..
    I'm long on DDD/SSYS/Arcam & US Solars (FSLR/SPWR/SCTY/SUNE) + some Chinese Solars.
    I've got a small portion of money in all of above.. & Tesla of crse. Gonna let the pack run for 10 years :-)
    Jun 12 07:05 AM | 4 Likes Like |Link to Comment
  • Yingli -6.5%; SA Pro author worried about debt load [View news story]
    Hopin ur right over the next 5 years :).. What abt SOL & HSOL & CSUN??
    Jun 2 07:42 PM | Likes Like |Link to Comment
  • Trina Solar's (TSL) CEO Jifan Gao on Q1 2014 Results - Earnings Call Transcript [View article]
    Markets are still nervous but the chinese solars go ballistic today due to trina - their numbers meeting the revised 'downwards' guidance from 11. April! - we should go higher here but the whole market has turned into a lottery. Can't be a good sign IMO. Ride this train a bit higher but like Gebby says - u need to have a strong stomach for 'highs & lows'
    May 21 07:34 PM | 1 Like Like |Link to Comment
  • Solar stocks jump following Trina's strong guidance [View news story]
    Whole Solar sector heavily manipulated. TSL Moves 30% in 1 day After Meeting revised guidance from April. Should Have Seen she was a 'Set-up' from the April :-)
    May 21 06:39 PM | 1 Like Like |Link to Comment
  • Canadian Solar Inc. misses by $0.01, beats on revenue [View news story]
    Where's this stock in 3-5 years anybody.
    May 18 05:14 PM | Likes Like |Link to Comment
  • Canadian Solar's (CSIQ) CEO Dr. Shawn Qu on Q1 2014 Results - Earnings Call Transcript [View article]
    This is a continuation of the annihilation of momentum names but also Deutsche Bank saying that the 8GW figure of projects in China for 2014 could be as little as 2GW in reality. CSIQ & JKS are the best two plays for Chinese Solar here, market sentiment biggest problem at moment. When smoke clears these two will motor on upwards again.
    May 18 05:13 PM | 1 Like Like |Link to Comment
  • Canadian Solar Inc. misses by $0.01, beats on revenue [View news story]
    Cheers for heads-up on CSIQ Profit2go.. I am very interested. If market wants to drag this momentum player down further into Q3 I'll be keeping my eye on the prize.. Q. The 'worker' you know at CSIQ - who's there main opposition according to him? FSLR/SPWR/JKS/TSL??
    May 16 08:25 PM | Likes Like |Link to Comment
  • Solar stocks up big; SunEdison leads pack on Einhorn disclosure [View news story]
    Einhorn discloses a position from Q4 in SUNE.. Which means he got it for under $10 probably. Idiot retail investors pile in today & chase it up to $20. even worse Einhorn discloses in same note that his company is 'short' some momentum plays in tech. This kind of irrational market behaviour/ buying is a clear indication for this investor it's time to be cautious.. I like SCTY & SPWR, let's see how earnings are. A nice rip upwards & then time to catch some breath end of May again I reckon..
    Apr 22 06:51 PM | Likes Like |Link to Comment
  • Trina Warning Foreshadows Solar Gloom [View article]
    China Solar: China May Not Meet 14GW Target, Says Deutsche



    By Shuli Ren

    Shares of Chinese solar companies dipped in the last month, on concerns that demand from China may be weaker than expected. Trina Solar (TSL) fell 24% from its early March high. Yingli Green Energy (YGE) slumped 32.6%. JA Solar (JASO) lost 18.4%. Canadian Solar (CSIQ) was down 24%. Jinko Solar (JKS) retreated 16.4%.

    Deutsche Bank met with over 20 solar companies and policy makers in China last week and said that “the 14GW solar target would be difficult to achieve without a major near term policy change”, in a research note published today.

    Beijing will have to make policy changes to meet the 14GW target, according to analysts Vishal Shah, Michael Tong, Eric Cheng and Kai-Ting Wong:

    Permitting process for utility scale projects is likely to slowdown once the 6GW target is reached and relatively low returns along with concerns over counterparty risk and lack of bank financing are likely to result in only 1-2GW of DG installations vs govt target of 8GW.

    Government and industry groups are working on a number of different options.

    Most people think any potential change is unlikely until Q3 timeframe and it is likely that the government does not meet the 14GW target (it has happened with wind once).

    Not all companies will be able to achieve their ~500MW system installation targets in 2014 since we expect provincial permitting caps to be reached by mid 2014 timeframe.

    So what do we do with the China solar stocks? “Concerns are starting to get priced in”, wrote the analysts. We should expect volatile trading in the next few months but the dust may settle in June:

    Given the recent weakness and negative preannouncements from Trina Solar, Yingli Green Energy, we believe investor expectations have come down. Moreover, we believe there is still some possibility that the Chinese government increases utility scale installation target, changes utility scale/DG mix or demand from markets such as the US surprises to the upside.

    We acknowledge that near term fundamentals in China could remain challenging and concerns over policy uncertainty remain the biggest near term risk to solar stocks. Some of the momentum drivers such as consensus estimate revisions could remain a headwind to the group in the near term, but we expect stocks to settle down once further clarity on Chinese policy emerges in late Q2 timeframe.

    We believe the Chinese government is likely to fix the current DG policy later this year, rush in markets such as the US could keep pricing relatively stable, capacity utilization rates are picking up and some companies are running at nearly 100% utilization rates.
    Apr 15 04:26 AM | Likes Like |Link to Comment
  • Momentum stocks have their worst day yet [View news story]
    If it's a house of cards why would you buy it at any price. Don't follow your logic there..
    Apr 11 08:34 PM | Likes Like |Link to Comment
  • Momentum stocks have their worst day yet [View news story]
    Trust Wall St.?! You must be kidding right.. ;-)
    Apr 11 08:32 PM | Likes Like |Link to Comment
  • Tesla: Yes To GigaFactory [View article]
    I agree.. SCTY obviously as well.. Throw in SPWR.. Chinses solars are worth lookin at next few years: JKS, CSIQ, TSL... & DDD, SSYS have to be in the growth portfolio, along with FB & TWTR - especially as Twitter pulls back nearing lock-up expiry.. What else do u like as LONG growth stocks??
    Mar 30 07:51 PM | Likes Like |Link to Comment
  • Why You Will Regret Missing The Hewlett-Packard Gravy Train [View article]
    This is getting very tedious now - HP is gonna come & blast into the 3D printing scene, displacing DDD - who incidentally are the pioneers of additive manufacturing. HP supplies printheads for DDD - & now they're intent on toppling 3D from it's perch as the leader in this industry. Not so simple I'm afraid folks.
    What a great start HP made: CEO came out & said 'We've got a big announcement in June to revolutionize the 3D print domain - increased speed & improved substrates'.. NEXT day HP comes out & says 'Oops, that announcement won't be til October'.. Gimme a f!?ken break..
    Long DDD, they have the ecosystem well under control, patents expire but they're already 1 step ahead of the opposition with the next portfolio of patents. Those who hold DDD will make money long term..
    Mar 27 08:48 AM | 4 Likes Like |Link to Comment
  • Plug Power +30%, CEO says major deal expected in two to three weeks [View news story]
    The stock started moving 100% & precisely when the CEO himself announced these things on CNBC this evening. Stock moved instantaneously.. I agree with Doc's trading - CEO has a very bad habit of pumping PLUG only for it to get dumped again. Shorts will be licking their lips now..
    Mar 25 05:56 PM | 2 Likes Like |Link to Comment
  • Hanwha SolarOne EPS of -$0.04 [View news story]
    Anyone know what those numbers beat estimates by??
    Mar 13 08:52 AM | Likes Like |Link to Comment