Thumbs down? Please explain. You feel it would not be a good move to reduce balance sheet risk some more or feel we should hold on to these assets?
If FSLR was based on the same metrics as its peers it would be trading between $169-506 per share. IMO, this discrepancy within the same industry can not remain. FSLR has remained the strongest earnings producer in the industry while trading between 1-1.6 x book. Always a reason why they are left behind, but they keep chipping away at the concerns and no adjustment in the price so far.
It would be interesting to see what price target they have for flying pig SCTY .Everyone loves the company that is not planned to make any money in 2014 or 2015.No one wants to tell the Emperor Musk he has no clothes!
The India and Japan news are both very good for FSLR. I especially like that the news is Internationally positive for FSLR. Their focus on other parts of the world will get noticed in 2014
Yes, Temps will most likely revert to the mean. It is also very important to remember that companies will in the long term revert to their enterprise value. That value is $41 for CHK.
I agree, CHK is/has been a turnaround stock for over a year. Qtr by Qtr the pieces are being put in place to build a much better future.
May even go green today.
You Math may be fine, but you also need to explain history, not just tell it. Nat Gas took a dive to the $2 level because as demand dropped, supply increased. Why was that? Well, pardon the pun, the shale boom was beginning and everyone had made leases with landowners. These leases had clauses that required them to drill or lose their leases. They are way beyond that now and many have let Nat Gas leases go in favor of chasing oil. IMO, 2014, may have seen peak gas at these prices. E&P players will just keep it in the ground until exports begin.
The cycles of Nat Gas.
It appears my fears may have been overblown. According to EIA, is more of a Bakken problem.
Bakken shale region, over 35% of North Dakota's natural gas production so far in 2011 has been flared or otherwise not marketed. (It is generally better to flare natural gas than to vent it into the atmosphere because natural gas—methane—is a much more powerful greenhouse gas than carbon dioxide.) The percentage of flared gas in North Dakota is considerably higher than the national average; in 2009, less than 1% of natural gas produced in the United States was vented or flared.
IMO, catching flared gas will not be a big price determinant. IMO, oil drilling will continue to push out Nat Gas drilling. The market has firming stated we don't need more Nat Gas, we are not going to pay for more Nat Gas. Only time before the drillers get the message.