I think the next major catalyst for this stock is when china mobile starts selling Aapl 5s.....700 million subs, game changer.....analyst Blair called for it to come by july
I'm sure in your exhaustive dd it has occured to you that the number 1 rated analyst for performance in the name on the bberg ranking is our friend NITIN KUMAR from Nomura.......If you are going to take the other side of the ax in the name you should at least have sound reasoning behind it that you can articulate.......the threads I've seen you spend all day on are certainly not of that category.......spwr who has a higher cost structure will only make .89 next yr and if you put it into gap they will only make .48 and that is an 18-24$ stock.......the 2.43 csiq carries (which is not his 6+ because the other analysts have stale estimates bring down the avg) is gaap.......so short csiq at 9?......like I said when we started, I wish you the best
as did I my friend, I've often found it tough trading a stock from the short side that is trading at at 1.5 a published repsected analyst growing earnings at 1000%
are you for real? "It is my understanding that is only the estimate for panel/module"?........gioavanni, like I said I wish you the best but really, I don't want to get into a back and forth with you as you seem like a real idiot
giovanni, obviously you are short and I wish you the best (25x psting before 11 on a sunday????) but for those of us here who would like to engage in real dialogue, can anyone explain why the st. is so far behind the estimates of nomura in this name.......he came out w/ a 2014 eps estimate of over 6$/share.......last time in 2009 when the company went from losing .32 in 2008 to making record high company profits of 1.41 in 2009, the stock went from 3 to 33 that year.......if this eps number has even a fractional chance of being correct, I would think the stock would retest the 2009 peaks given the vastly higher expectations for 2014 vs. 2009. I don't get how some have csiq making .54 while nomura has them making 6$/share plus........it brings the avg estimate for 2014 to 2.43 on bberg......there is obviously a huge disconnect.........either the st has to raise numbers huge, or Nomura is way off base......the epc contract they got w/ canada the other day (if we are to use 310 million at the stated 20-25% co margins for epc business we are talking about 62-77 million in earnings from this announcement alone we are talking about 1.46-1.85 in eps just from this contract alone (42.5mm shares out)........the st has them doing 2.4bb in sales in 2014, the co wants to have 50% of them be epc and the rest the lower normal module biz.......so lets give them 20% margins on only 2bb in overall revs (20 percent below consensus) and 20 instead of 25% margins on half that business that would be 200m in profits from the epc piece and lets give them 10% margins on the the other 1bb or 100mm for a total of 300mm........w/ that type of thinking I can get to 7 bucks a share in eps pretty easily..........how in the world does the st not see nomura's point and more importantly how in the world is this stock 9 dollars and not 30-60?......disclosure purposes I am long this stock and would like to see real dialogue come back to this board
Make him a buyer
I don't know how that will translate but 58 reviews and a full five star recommendation w lots of awesome, additive, like the social aspect commentary
Smelly boy, twice a day I see u here bashing yet u claim u r long? What gives, why don't u just go away or short if it u think it's dead?
that has to be a good thing
U r a liar, u said if they did a secondary u would be out, u posted as much when they did it, now u r back in? Lol go away u r retartded!