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i.alaric 175 posts  |  Last Activity: Aug 31, 2015 4:33 PM Member since: Mar 9, 2012
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  • Reply to

    Miami vs. Wall Street

    by i.alaric Aug 31, 2015 3:38 PM
    i.alaric i.alaric Aug 31, 2015 4:33 PM Flag

    oh I won't argue that. Frost will buy at whatever price down here, he knows it's a bargain in any case. I view it as more an act of desperation by the shorts. They need to get that price down to give them more runway to cover. Frost coming back in buying heavy like that must always rattle their cages. It's like the battle cry of an enemy that's constantly vanquished them in past battles. Frightened little fellas..

  • So Frost came in on Aug 20/21 and bought almost $9m in stock. Looking at the price action since then it looks like the sellers have given a big eff yew to Frost. They are using short term weakness due to brli/opk share conversion to juice their this push down. I'm sure it's scaring the heck out of the new opk holders from the brli base. Frost doesn't care, the cheaper the price the more he can scoop up with the same $.

    Aug 21, 2015
    FROST PHILLIP
    185,000
    Purchase at $12.24 per share.
    $2,264,400

    Aug 20, 2015
    FROST PHILLIP
    544,000
    Purchase at $12.32 per share
    $6,702,080

  • Reply to

    September 5th

    by timberjoseph Aug 30, 2015 4:14 PM
    i.alaric i.alaric Aug 31, 2015 6:28 AM Flag

    yahoo is a big steaming pile of.... well I would tell you but nannie yahoo would delete the post. While they let the spam clutter everything up. pathetic.

  • Reply to

    Apple's "Taptic" / NXP??

    by jerseyman2222000 Aug 29, 2015 6:52 PM
    i.alaric i.alaric Aug 31, 2015 12:02 AM Flag

    NXP has a good relationship with Apple..... always a plus.

  • "avoid SunEdison and look at First Solar. Be careful with SunEdison, he warned. "Their balance sheet is very bad," Cramer said."

    LOL. Hey Jim, how has their balance sheet changed since you were pounding the table to buy SUNE less than a month ago?

  • Reply to

    research on Enron & Sarbanes-Oxley

    by nomdekb Aug 26, 2015 8:48 AM
    i.alaric i.alaric Aug 26, 2015 2:59 PM Flag

    good for you 007!

  • Reply to

    research on Enron & Sarbanes-Oxley

    by nomdekb Aug 26, 2015 8:48 AM
    i.alaric i.alaric Aug 26, 2015 10:23 AM Flag

    if he wanted to fake confidence he would have bought $50K. Instead he plopped down the extra half mil$
    that's not fakin it bro.

    As for the market, the manic traders in control of daily price fluctuations are not looking that hard at insider buying. most of them aren't even human lol and their timeframe is so short, why would they care. Long term value investors with real cash to put to work Do care Very much about insider buying like that. CFO isn't the only one buying either.

    Once that big incremental buying begins... like a nail in the coffin.

  • Reply to

    research on Enron & Sarbanes-Oxley

    by nomdekb Aug 26, 2015 8:48 AM
    i.alaric i.alaric Aug 26, 2015 9:53 AM Flag

    IF a company is a scam - the one person who always definitely knows it is the CFO.

    Even CEO's can be caught by off guard if the CFO is hiding anything from the them. but a CFO buying aggressively like that - when stock has sold off on market fears that the numbers don't add up - imo is very bullish for the long case.

  • i.alaric by i.alaric Aug 25, 2015 3:59 PM Flag

    "Analysts at UBS downgraded Sunedison Inc (NYSE: SUNE) from Buy to Neutral. Sunedison shares closed at $10.72 yesterday."

    way to go fellas. That's conviction for ya. Those mopes recommend we buy all the way down from $33 to $10..... then - "eh, we don't really have an opinion, we're neutral."

    You idiots can't be neutral now!!!!!!! Either something's changed to alter your conviction - and you recommend people sell - or nothings changed!

    The UBS analyst should be fired. That's such a chicken spit move.

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 3:47 PM Flag

    alex, you don't think GS has a few smart folks working for them. Ok I don't agree but whatever. How about Dominion? Why would they form a JV with a house of cards?

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 1:56 PM Flag

    SUNE's strategy is one of high growth, funded by debt and equity. It's a high risk strategy but profit is not the goal at this time. Acquisition and expansion are the game. If the demand for developing renewable energy installations dries up (as rig demand dried up for SDRL) it will not end well for SUNE. That is the risk. Do you think this demand will dry up? Are people going to use less power? Will our government back off it's push for renewable energy?

    The CFO, Dominion, Goldman Sacs, etc etc - they all have a better handle on what's going on than posters here on yahoo do. They have expressed confidence in the business model. They are all aware of the debt.

    P/S is now 1.3x (source: Morningstar)

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 1:37 PM Flag

    alex, how do you define quality? The balance sheet? The services the company offers? The backlog? We all know they have heavy debt. They also have serious assets and backlog.

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 1:36 PM Flag

    hey bull, why don't you educate me then, and respond to my points? Are you able to do that coherently?

  • If you want to invest pureplay solar/renewables... SUNE is simply the best choice. Even with the debt!

    I am not sold on the residential solar leasing model. Homeowners with good credit don't like it. SCTY needs to 'show me', before I invest there. i am not a fan of the Vivint deal, but that's still only a fraction of SUNE's business model.

    Wafer/panel manufacturing is a commodity business. FSLR has proprietary tech. So what. It's expensive, bad for the environment, and will eventually be overtaken by photovoltaic as costs continue to come down. As for manufacturing photovoltaic - just look at the TSM news. Writing on the wall.....
    "Taiwan Semiconductor Manufacturing announced Tuesday it would shutter its costly solar operations by month's end....Tsu said the company couldn't turn a profit with its solar manufacturing and that even the most aggressive cost-reduction plan wouldn't make the solar subsidiary viable.
    "TSMC continues to believe that solar power is an important source of green energy and that solar module manufacturing remains a robust and growing industry," Tsu said in the release. "But despite six years of hard work, we have not found a way to make a sustainable profit."

    So while SPWR is both an installer and manufacturer (and the best choice after sune imo) they will always have that commodity albatross around their necks of being a manufacturer. Think Intel vs. Nxp. Intel owns all their own fabs. NXP does not. See stock charts. SUNE can shop for the best deals on panels, forever. Manufacturers make wafers from sand, they make panels from wafers and other common materials. We don't need manufacturing. If TSM can't hack it, then who the heck can????

    As for the chinese companies.... if you buy that garbage you will get what you deserve. It's like playing the claw game at chuck-e-cheese. You might eventually get your prize, but how many duds you gotta sift through first?

  • Reply to

    What does SUNE actually do?

    by o.investor Aug 25, 2015 11:41 AM
    i.alaric i.alaric Aug 25, 2015 12:47 PM Flag

    "What does SUNE actually do?"
    They build solar installations.

    "If the dang business of generating solar electricity was so appealing and profitable - there would be no reason to have yieldco's and warehouses etc."
    Take Quanta Services (PWR). They are essentially a construction company. They build power infrastructure. They do not wish to own this infrastructure. The utilities own and operate. SUNE can't rely solely on utilities to contract or purchase solar installations. Solar/wind is cannibalizing the Utilities legacy gas and coal generation.

    The yieldco's serve more than one purpose. They provide investors with a pure play method of investing in renewable energy. I recognize that many investors don't care about that. That's ok. But many of us really are concerned about our Earth and the climate; we want to support the renewables business and profit from it without having to invest in legacy utilities.

    But the yieldco's most important purpose is to fill the role which the utilities otherwise would - if they were not, in some ways, in direct competition with the yieldco's product.

  • i.alaric by i.alaric Aug 25, 2015 12:29 PM Flag

    Forward Price/Earnings - 12.5
    PEG Ratio - 0.6

    Forward numbers are what really matter to growth stocks. Not the trailing GAAP p/e. Of course the forward numbers are less effective if you can't trust management. Lucky for (or smart of) us, Clemmer and team are very reliable stewards. I don't have any doubts about their ability to execute; they have a proven track record.

  • Reply to

    Lost focus

    by dividendseeker Aug 25, 2015 10:58 AM
    i.alaric i.alaric Aug 25, 2015 12:18 PM Flag

    good stuff, seeker. i concur. you've got an informed reason grasp of where we're at right now.

    Anyone reading this, if you are less familiar with nxpi... Of course do your own research, but using seeker's post as a jump off for your due diligence, it's definitely pointing you in the right direction.

  • i.alaric i.alaric Aug 25, 2015 10:01 AM Flag

    yeah but Musk is insanely rich. $0.5m to Wuebbels is probably more than $5m to Musk. Its not who's richer.... it's who has inside info and is willing to put his own neck on the line with significant real cash.

  • Reply to

    Over 14 million shares traded today....

    by beverlyhistory1 Aug 24, 2015 4:10 PM
    i.alaric i.alaric Aug 24, 2015 4:23 PM Flag

    "If people want to sell, there is nothing Dr. Frost can do except watch."
    Wrong. Frost can buy with both hands. Like he did yesterday, and he will likely continue buying heavy into the short squeeze.

    "If mutual funds decide to dump, watch out below."
    institutions hold 30% of float. Not nearly as significant as many of the stocks i follow. Also, though some may need to trim to raise capital, most will not. And 'tutes that need to sell probably call up Frost's broker, so the trades are orderly and not disruptive to price.

  • Reply to

    Hypothesis:

    by lottawatta2013 Aug 24, 2015 2:47 PM
    i.alaric i.alaric Aug 24, 2015 3:38 PM Flag

    I agree, the fact that our float increased by a LOT less than a week ago, and many of them are new shareholders too.... that would explain why so many lacking the gumption to hold at these depressed prices..

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