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Apollo Education Group, Inc. Message Board

getintoh20 347 posts  |  Last Activity: Dec 17, 2014 3:44 PM Member since: Sep 21, 2007
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  • Reply to

    South Africa manufacturing plant

    by chrisceeaustin Dec 17, 2014 2:51 PM
    getintoh20 getintoh20 Dec 17, 2014 3:44 PM Flag

    Dang I really didn't know they had a mft plant in Africa.

  • Reply to

    South Africa manufacturing plant

    by chrisceeaustin Dec 17, 2014 2:51 PM
    getintoh20 getintoh20 Dec 17, 2014 2:56 PM Flag

    For the love of God, they do not have a plant in Africa, only a sales office.

  • Reply to

    JKS will be subject to subsidy rate of 26.89%

    by getintoh20 Dec 16, 2014 8:40 PM
    getintoh20 getintoh20 Dec 17, 2014 10:46 AM Flag

    They do not have a mfr plant in Africa.

  • From $4.44 to $3.72 Not good boys!

  • “All in, we see this is as an incremental negative (1) for most of our Chinese module manufacturers under coverage, including JA Solar (Nasdaq: JASO) and Jinko Solar (NYSE: JKS) (though it could be a relative positive for companies that have meaningful overseas module assembly capacity, such as CSIQ, ReneSola (NYSE: SOL), and to a lesser degree JKS), and (2) for downstream companies, such as SolarCity (Nasdaq: SCTY).”

    “If a deal is not secured, we see this as a positive for Daqo New Energy (NYSE: DQ) as there would likely not be a settlement secured for the polysilicon industry, as well as for US module vendors, such as SPWR (Not-rated).”

  • Reply to

    JKS will be subject to subsidy rate of 26.89%

    by getintoh20 Dec 16, 2014 8:40 PM
    getintoh20 getintoh20 Dec 17, 2014 6:32 AM Flag

    The final CVD and anti-dumping duties will not be approved until a ruling of the U.S. International Trade Commission on January 29th. If approved, a final order will be issued on February 5thimports-from-china-in-final-ruling

  • If they do it now, it would take 60 million shares to keep them afloat for another year, if they wait for the shares to tank to $8 it would take 80 million shares. So why what, just get it over with. Dead money at best for 2 years.

  • Reply to

    Oil has bottomed accordin to Deutsche bank

    by daggidoodle Dec 16, 2014 8:43 PM
    getintoh20 getintoh20 Dec 16, 2014 9:21 PM Flag

    SAN FRANCISCO (MarketWatch) -- The American Petroleum Institute on Tuesday reported U.S. crude-oil rose by 1.9 million barrels, according to reports. The trade group's report comes a day before the more closely watched data from the U.S. Energy Information Administration. Analysts polled by Platts expect the EIA to report a decline in crude stockpiles by 2.5 million barrels. Crude futures CLF5, -2.32% capped a choppy session Tuesday. No I dont' think so...

  • Reply to

    JKS will be subject to subsidy rate of 26.89%

    by getintoh20 Dec 16, 2014 8:40 PM
    getintoh20 getintoh20 Dec 16, 2014 8:49 PM Flag

    In reaction to this news, the street at one point pushed shares of U.S. solar companies First Solar (NASDAQ: FSLR) and SunPower (NASDAQ: SPWR) up ~3 and ~5 percent, respectively, in the pre-market.

    On the other side, a number of Chinese solar companies have taken a hit in Wednesday's pre-market session. Specifically, JinkoSolar (NYSE: JKS), Yingli Green Energy (NYSE: YGE) and Trina Solar Limited (NYSE: TSL) were down ~9, ~7, ~6 percent, respectively.
    So when the tariffs were announce back in July JKS drops 9%, so look for a size drop tomorrow.

  • Reply to

    Earning estimates have drop for 2014

    by getintoh20 Dec 16, 2014 8:26 AM
    getintoh20 getintoh20 Dec 16, 2014 8:45 PM Flag

    Total agree with u that JKS is way under value, but as a trader I trade what the market gives me. Well cover my position tomorrow. If it gets to $16 I well load the truck. Glta...

  • The DOC's preliminary findings determined that producers and exporters in China will be subject to a countervailing subsidy rate ranging from 18.56% to 35.21%. According to the findings, JinkoSolar will be subject to a preliminary subsidy rate of 26.89%; at the mid-point of the range.

    "We are disappointed to see the DOC's preliminary decision and believe that this will have a negative impact on the solar industry and will ultimately end up hurting US customers and US solar jobs the most," commented Mr. Xiande Li, Chairman of JinkoSolar. "Ill-conceived trade barriers such as these only aid in reducing the competitiveness of solar energy against other forms of power generation. JinkoSolar has fully cooperated with the relevant authorities throughout the investigation and will continue to do so in the hope that international trade and fair competition will eventually prevail. While we respect the DOC's decision, we strongly disagree with it. With a balanced and geographically diverse customer base, the tariffs are unlikely to have a significant impact on our entire business. We will continue to actively serve our customers in the US while we seek out other growth opportunities."

  • getintoh20 getintoh20 Dec 16, 2014 8:38 PM Flag

    The DOC's preliminary findings determined that producers and exporters in China will be subject to a countervailing subsidy rate ranging from 18.56% to 35.21%. According to the findings, JinkoSolar will be subject to a preliminary subsidy rate of 26.89%; at the mid-point of the range.

  • Reply to

    Interesting read from SA

    by getintoh20 Dec 16, 2014 8:01 PM
    getintoh20 getintoh20 Dec 16, 2014 8:29 PM Flag

    Seeking Alpha

  • getintoh20 by getintoh20 Dec 16, 2014 8:01 PM Flag

    Looking into Q4, the Company gave a module shipments guidance of 1030 MW to 1120 MW which includes 730MW to 770MW module shipments to third parties and 300 MW to 350 MW for its downstream projects. For the full year 2014, the Company also reiterated the module shipment guidance of 2.9 GW and 3.2 GW. This guidance includes 2.3GW to 2.5GW module shipments to third parties and 600 MW to 650 MW for its own downstream projects.

    In terms of pricing, the Company sees Q4 ASPs trending up about $0.01 to $0.02 cents per watt. However, the increased gross margins are likely to be partly offset by foreign exchange challenges from the depreciation of the Yen and the Euro against the dollar. Nevertheless, we expect the gross margins in Q4 to rise by at least 100 basis points.

    Our model suggests Q4 EPS in excess of $1 per share - well ahead of analyst consensus of $0.88. Looking into 2015, the current EPS trends virtually suggest that JinkoSolar is on track to deliver an EPS of north of $4.00 without consideration for any project upside.

    In terms of projects, the Company's story continues to get stronger. Management has reiterated that the Company is leaning toward a YieldCo in the US or in Hong Kong in the first half of 2015. Based on the current trends, we believe the Company will transfer its projects to the YieldCo at approximately $1.30 per watt gross margin. In other words, at the time of YieldCo launch, the Company would have unlocked a staggering $780M in gross margin from its project resources. This is more than the Company's current market cap!

    Contrary to investors' sentiment about JinkoSolar's, the dynamics mentioned above highlight the power of the Company's low cost business model and its deep project pipeline.

    JinkoSolar's world class module manufacturing business can generate $4 in EPS for 2015. The project business, excluding any benefits from the YieldCo constructs, is likely to deliver $780M gross margin dollars in 2015

  • getintoh20 getintoh20 Dec 16, 2014 7:27 PM Flag

    U.S. confirms duties on solar goods from China, Taiwan

    Tue Dec 16, 2014 11:31pm GMT

    WASHINGTON Dec 16 (Reuters) - The United States confirmed steep import duties on solar products from China and Taiwan on Tuesday, according to a statement from the Department of Commerce.

    Anti-dumping duties for Chinese goods were set as high was 165.04 percent as the U.S. arm of German solar manufacturer SolarWorld AG seeks to close a loophole which allowed Chinese producers to sidestep duties imposed in 2012.

    Taiwanese producers face anti-dumping duties as high as 27.55 percent, according to the final Commerce decision. Producers in China also face separate anti-subsidy duties.

    The duties, which will affect companies including China's Trina Solar Ltd and Suntech Power and Taiwan's Motech Industries Inc, must still be confirmed by the U.S. International Trade Commission

  • U.S. confirms duties on solar goods from China, Taiwan

    Tue Dec 16, 2014 11:31pm GMT


    WASHINGTON Dec 16 (Reuters) - The United States confirmed steep import duties on solar products from China and Taiwan on Tuesday, according to a statement from the Department of Commerce.

    Anti-dumping duties for Chinese goods were set as high was 165.04 percent as the U.S. arm of German solar manufacturer SolarWorld AG seeks to close a loophole which allowed Chinese producers to sidestep duties imposed in 2012.

    Taiwanese producers face anti-dumping duties as high as 27.55 percent, according to the final Commerce decision. Producers in China also face separate anti-subsidy duties.

    The duties, which will affect companies including China's Trina Solar Ltd and Suntech Power and Taiwan's Motech Industries Inc, must still be confirmed by the U.S. International Trade Commission.

  • The American Petroleum Institute on Tuesday reported U.S. crude-oil rose by 1.9 million barrels, according to reports. The trade group's report comes a day before the more closely watched data from the U.S. Energy Information Administration. Analysts polled by Platts expect the EIA to report a decline in crude stockpiles by 2.5 million barrels. Crude futures CLF5, -0.79% capped a choppy session Tuesday with a two-cent increase.
    More good news!

  • Reply to

    Earning estimates have drop for 2014

    by getintoh20 Dec 16, 2014 8:26 AM
    getintoh20 getintoh20 Dec 16, 2014 6:07 PM Flag

    How's that investment working out for you? LOL... My $15 pt is just around the corner fool!

  • getintoh20 getintoh20 Dec 16, 2014 10:42 AM Flag

    Just found this statement:
    The latest round of investigations have involved alleged circumventing of existing tariffs by outsourcing module assembly to partners in third-party countries, such as Taiwan. A preliminary ruling in July found that dumping has indeed ocurred and remedies were imposed. In its final decision on the matter due Dec. 16, the ITA is widely expected to confirm the preliminary findings.
    Your guess is as good as any one at this point

  • getintoh20 getintoh20 Dec 16, 2014 10:35 AM Flag

    Preliminary duties have already been imposed by the U.S. Department of Commerce on solar imports from both China and Taiwan, and the Commerce Department is set to make a final decision on December 15 whether to impose final binding tariffs. The ITC's verdict, however, will not be revealed until mid-January next year

APOL
34.17+1.18(+3.58%)Dec 19 4:00 PMEST

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