I sold the rest today. Sending HSOL back down to "watch-list" only, but I could get back in under the right circumstances, etc. Matter of fact, either sold or in the process of liquidating all the long positions, completely going cash, etc.
Excellent year, excellent rally, excellent overall, don't want to get too greedy, so I take my profits and take a break until better opportunity presents itself, again, short or long, etc.
"Still the LOAN just achieved by Hsol was from a chinese bank, "
I believe this information is inaccurate... The 100m that HOSL recently got was from Import and Export Bank of Korea and not Chinese at all. The Chinese has no stack in HSOL. They bought it out. Yet, due to HSOL's beginning, ties, factories, employment, a Chinese board member, etc., etc., HSOL has strong Chinese connection, which I think is a good thing.
Hanwha is huge in Korea and has its tentacles on almost everything you can imagine, etc.
The stock is volatile right now but I think it will saddle down, soon. I am thinking that perhaps hedge fund(s) maybe playing up and downs to increase their returns and in some cases to catch-up, etc.
I am looking at this volatility as a double edge sword...
In light of recent drop in share prices, accumulatively in the last few days, and today's seemingly oversized one, it wouldn't hurt to remind all of us that:
1. Fundamentally, the bottom is in
2. Technically, volatility should be expected of HSOL until more sustained uptrend is established
3. There is two ways of looking at what is going on with the share price, one of them is definitely opportunity
4. Share price is dropping due to "no bids," therefore, the volume is anemic, etc. A big buyer has been stepping in on the way up, the big buyer could step back in at anytime (I wouldn't short it at this point).
5. No matter how you slice it, selling is way over done. Yet, as a trader, believe what you see and not what you hope for, etc. There always will be opportunity to trade again, etc.
Ps. ER analysis will continue once find more time
Your conjectures have no merit and your numbers are merely begging the question. We’d rather wait for HSOL’s management to keep us up-to-date, etc. Wind power certainly has its place, just not here…
As HSOL shareholders anxiously await for the upcoming 2Q13 earnings report and better understanding of 2H13 and beyond, recent earnings reports by HSOL’s competitors based in greater China have been very suggesting, clearly supporting recent adjustments to their valuations and a hint of what maybe expected going forward, etc. The reports evidently suggesting that political concerns by a faction of investors are overblown, the fears regarding structural issues uncultivated, expectations perversely discriminating and valuations are only partial relative to their counterparts elsewhere.
There is no doubt and, no one will argue that the industry is coming out of, perhaps, once in a generational industry transformation and transformational induced secular slump as result, etc. Yet, many neglected to see and give credit for a lot of good that has come out, perhaps with the bad, of extraordinary disruption, indeed.
P.S. IMO, HSOL is the most overlooked and undervalued stock in the space.
still the most overlooked and undervalue stock in the solar space... In my opinion, this pull-back is setting-up for a nice move to the upside, beyond 4.18, post 2Q13 performance and 2H13 clarity update, etc.
Honestly, your guess is as good as any of us. I am sorry I couldn't give you a better outlook. However, as I've noted on my previous post, yesterday looks and feels very similar to what is known as "capitulation" day--a similar to a wash-out, etc. It also fill the "gap" yesterday which I felt that was a long shot at around 2.80 but it certainly fill it, etc.
One thing is certain though... it would be all depends on what the big boys are thinking, etc. Hopefully, big players are lining up with the retail and not shorting the stock, etc. In addition, HSOL has been pretty quiet lately...
Believe what you see and not what you think, etc.
Good luck to you!
Doc, HSOL needs to make these announcements, officially! If and when they do, HSOL's share will respond positively, etc.
Thanks! Last time 50D SMA moved below 80D SMA on the weekly chart, HSOL's share price was around $8. Now that 50D SMA is moving back up above 80D SMA, I would imagine that a longer term prospect for the share price is good for HSOL.
Patience will be the key!
It's funny, I have been trying to figure out the same dynamics as well... Not just for this quarter but also going forward...
It appears that despite favorable regulatory environment, North American (NA) based solar companies are not living up to Street expectations. To add insult to injury, TSL and YGE just raised their shipment forecasts, etc.
I realize that there is what we call "home court advantage" in all things and in all places, but it appears that there is valuation gap between NA based solar companies and others, etc. In my opinion, the Street has overestimated NA based companies, at least in part, based on favorable regulatory environment and underestimated, especially Chinese solar companies, in part, based on the same rationale, etc.
HSOL hasn't even announced date for 2Q13 ER. I certainly hope that it is taking a little longer to get ready because they need to count all the extra profit they made this quarter, etc.
I think most of us have been there and done that, ups and downs... Sometimes it seem really unfair and undeserving, supposedly, sympathetic and symbiotic price movements, even though FSLR & HSOL are direct competitors and not collaborators or associates. Yet, I don't recall HSOL benefiting, any, when FSLR upgraded their outlook and the stock jumped 45% in one day, etc. It was huge!
Still, I can't say that HSOL didn't have its moments of its own this year unlike some other years. Perhaps it has to do with ETF buying and selling. It's really hard to predict the unpredictable and hard to understand that which makes no sense at all, etc. Yet, knowing that it wasn't HSOL's bad ER that precipitated today's massive industry sell-off gives us hope, etc. Unlike some major investment labels, it's not like we can send people out there and "kick-the-tires" and "light-the-fires," etc. We just have to wait for the ER and subsequent CC to see if HSOL's management has been working hard and smart, etc. Perhaps it could give us a one day 45% or even bigger heart attack, etc. In my opinion, more than anything else, if we can re-confirm that the company has the right people, right strategy, right implementation and most importantly, going in the right direction, I am good.
Yet, we should never forget the fact that this is the place where millions, billions, trillions and zillions are lost and made; the big boys will take your shares for cheap and sell you the same shares for more; never forget that most of us are just peons with zero influence on the matters; take some profits when we have some, and hope for luck when profits are scarce.
Whatever you do, do not panic! Be patient! Don't make the mistakes I always make!!!
All the technicians out there, did we just fill the gap? I was watching this gap and thought it wouldn't be possible to fill it unless we get a bad 2Q13 report and/or 2H13 guidance, etc. It fill it a lot quicker than I thought was possible.
It also consolidated into 50% Fibonacci retracement area measuring from 1.53, etc. Sellers AM and buyers PM?
Thanks! Unloaded after opening and subsequent run-up--then reloaded about 1/2 of the original shares, etc. Will be looking to fully reload if there is a pull back--if not will be happy being able to participate on continue run-up, etc.
Gee, 0.80/share? Nice, very nice, indeed!!!
Exactly, that's the expect the best part, etc. Do you know why fox dig two holes? Just stay alert for whatever comes our way Doc...
I am holding my position, firm (half), but not adding any shares at this point until I hear from the management, etc. All the solar companies will be reporting soon... My core holding GTAT reported today. I have a far bigger position on GTAT for a longer-term play but holding HSOL as a shorter-term, etc. We will see what happens tomorrow...
Someone once said that "expect the best but prepare for the worst." In our pursuit of 1B dollar dream for HSOL, it also makes sense to make sure that you don't get too optimistic and leave yourself vulnerable to ruins, etc. HSOL exceeded our expectations last few weeks but nothing seldom goes up in straight lines, etc. We simply don't know. I realize that everyone's has different perspectives and investment time frames, etc., yet, this is where millions and perhaps billions are made overnight or lost... based on my experience, have a system that you can follow and don't get blinded by greed.... Believe what you see and know not what you want to see and what other know, etc.
Sudden influx of new money chasing performance will often change the original assumptions and objectives we had about a company, blurred the lines, and often turn into wild game of speculations, etc. This is when long-time faithfuls should make the money but don't be the person ends up holding the bags, etc. Don't rely too much on emotions but believe in what you see and what you already knew, etc.
Rely on simple facts that you can see and easy to confirm, etc. Everybody on this board prior to the "run-up" should have made really good money, etc.
Don't know why but 90% of my initial posting was CUT! Second attempt cut again! May try again later but no time now. GL to all!