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GT Advanced Technologies Inc. Message Board

  • cali_sun99 cali_sun99 Mar 30, 2013 1:15 PM Flag

    What's changing

    -Only the 3rd time in almost 2 years to cross 100 dma. Jan. 2012 had no volume with 75million share buyback taking place. August 2012 when stock went from 4.5 to 7.1 on sapphire glass rumors. March 2013-current on heavy volume on 50 + 100 dma crosses.

    -First time in 15 months we can finish a month with more up days then down days. Last time was during share buyback in Jan. 2012.

    -4th heavy positive volume week since December with weekly volume/ day average over 4 million shares. There have only been 6 weeks with this type of volume going all the way back to October 2011, and 4 are within the last 3 months.

    -Short interest in almost all solar and led stocks, including ones such as fslr, veco, cree, rbcn, and Chinese solar have seen short interest decrease over the past couple months if not longer. Gtat short interest is still increasing at over 40 mil.

    -Ins and MM ownership is now 99%, not including borrowed short positions to drive the price down.

    What's hot:

    -Google X phone rumored to have sapphire glass.
    -white paper in middle east with 400 million dollar contract pending 2h this year.
    -New potential poly contract worth 450 million in 2h 2014

    What's changing:

    -Poly prices have risen for months in a row. Average at 18.6/ kg. Wafer, Cell, Module prices still increasing.
    -Sapphire demand could rise 200% this year per digitimes. Most likely due to cell phone. RBCN stock recently upgraded along with Veco and Cree. Rbcn's new placed target is $10 in upgrade. Cree has almost triple off last bottom. Veco about to double.
    -Led projections from numerous sites estimate boom will take place between 2013-2017 before market saturation.
    -Major GW installs in China and Japan. Both countries are on pace for record breaking all time install records.

    What's troubling

    -EU tariff decision is coming in next couple months and Chinese retaliation is pending. Tariff issues should all be resolved by end of 2013, unless further escalation amounts.

    Sentiment: Strong Buy

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    • Thank you for doing some homework and helping me understand the progression and updates within sector. It's good to be on a board were there is some thought and intellect and not just a bunch morons spouting off. I would love to see a big turnaround by years end as GTAT started its launch into the stratosphere. I can dream can't I. It's over 3 Looking to add to my position.

    • -Middle East on delay until tariff decision is reached. Need to know where to place and build factories to get around tariff. All tech orders on hold.

      -Might be at least another year or 2 before overcapacity in solar finds happy medium balance. Chinese keep dumping panels into the market below cost. What changes the game is if new investors start buying the new hicz tech to get ahead of the curve. Middle East can change the game here. If adoption comes, sink or swim time comes at rapid pace for Chinese and everyone else.

      What's pending:

      -1 more bad negative quarter to drive the price down as fast and hard as possible. Mission accomplished by hitting mid 2's. If Gtat management lives up to the word about bearing fruit in 2h with sapphire and trick up sleeve with getting back to positive eps, new ball game takes place rapidly. IF google starts the new sapphire boom and GTAT gets a major contract like Nam Tai did with Apple, small Tight Flag will happen.

      -IF google puts sapphire in their phone, it will put heavy pressure on apple to respond. And a competition war over sapphire between two heavyweights, well, you know what that potentially means.

      -Im beyond greedy when you fear,

      Sentiment: Strong Buy

 
GTAT
16.05-0.06(-0.37%)Jul 11 4:00 PMEDT

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