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JA Solar Holdings Co., Ltd. Message Board

  • mr_in_out mr_in_out Feb 24, 2011 6:07 PM Flag

    LOOK FOR POSITIVE PRESS ON JASO (as soon as tomorrow)...

    ...in light of fslr revenue miss and slightly lower guidance.

    why? because the "short the solar sector" game is long-in-the-tooth, so to speak.

    the downward price action that you've seen since earnings is jockeying for a better cover price...i.e., the orderly and calculated process of covering institutional shorts.

    that's why there was not more selling action/downward pressure on the shares today. no *real* selling--just "gravity" from lack of buying. and the shares STILL held up in a down market.

    WHATCH:
    in the coming days more and more positive press will be released on jaso with respect to its valuation, vertical integration, costs structure, and product positioning relative to its peers. hell, i wouldn't be surprised if cramer came out of his hole with that "best of breed" blather. in other words, IT'S JASO's TURN.

    LOOK FOR INTRA SECTOR ROTATION INTO JASO:
    investors may not have much clarity on "new" concepts like alternative energy and solar. PLUS, jaso is in china--harder to form concubines with. HOWEVER, nobody wants to be late to the party either. if institutions must place bets somewhere, may as well be with the laggard--JASO.

    TAKAWAY:
    jaso shorts are running out of bullets. barring a severe knockdown, jaso not only melts higher, but the PRESS is going to flip positive, as the crooks are readying to make their money to the upside.

    don't hate the players, hate the game--or get with the program.

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