Seeking Alpha

squashjohn

squashjohn
Send Message
View as an RSS Feed
View squashjohn's Comments BY TICKER:
Latest  |  Highest rated
  • U.S., China announce climate deal [View news story]
    Buy solar now in china?.. I would think so.. :)
    Nov 12, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • SolarCity beats by $0.36, misses on revenue [View news story]
    Yeah numbers look good but its gettin punished with market today
    Nov 5, 2014. 04:26 PM | Likes Like |Link to Comment
  • Update: 3D Systems - Short-Sellers Do Not Believe In The Merger And Acquisition Thesis [View article]
    I live in Switzerland & I know a lot of people like you AtonRa. Skirt around the issue to push their own agendas. I prefer Riskrunner's style: up front & to the point & putting his money where his mouth is. Can you do the same AtonRa? ;-)..
    Only a fool would believe that you don't want to see DDD head further south & it's a priority for you - why else pump out so many articles insinuating that DDD is still a short just under $50.?
    Sep 30, 2014. 05:59 AM | 2 Likes Like |Link to Comment
  • 3D Systems: Short Interest Close To Its Record High, Recent Speculation Unlikely To Spark Massive Short Covering [View article]
    Oh boy.. Here you go again. The miniature size of your article hints towards a little sign of desperation perhaps to generate more negative news abt DDD thru a public medium. I can imagine that anybody with a rather large short position may be a tad nervous right now, rumours circulating abt a buyout of DDD with price target of 80 bucks. I have a small investment so I can average down if need be.. But I will be ROFL if either;
    A. Q3 numbers surprise major to upside leaving shorts in all sorts of problems..
    B. a buyout becomes more substantiated causing the SP to soar into the seventies..
    My sources keep me very much in the know that the 'fear factor' being generated around DDD is simply unwarranted & misleading. Patent expiration is being replaced with new innovation/patents immediately.. Sorry pal, but you are way, way off the mark abt this puppy long term. It will become a monster, so beware..
    Sep 14, 2014. 05:02 AM | 2 Likes Like |Link to Comment
  • Update: 3D Systems - Short Interest Reaches A New High, That Does Not Sound Good For The Bulls [View article]
    Gotta love it.. Finished today at high 52's so after losing another 50% it'll covenient land at 26.. I can't imagine that I'll be able to load so many cheap shares of DDD, which will make me wealthy in the future - but this guy writing this dribble allows me to keep dreaming. If only it's be that easy.. :)
    Aug 27, 2014. 07:16 PM | 2 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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

    Email
    Print

    smaller
    Larger

    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, 2014. 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, 2014. 08:34 PM | Likes Like |Link to Comment
COMMENTS STATS
33 Comments
26 Likes