Making up figures is pointless,
Where do you see $14 estimates going forward? Seems the consensus is in the mid $11 range.
I personally could see an earnings beat or two from Japan ramp up spikes. But I was looking at consensus estimates. Based on current interest rates a 10 pe for flat growth is a deal- but a lot of idiots out there may react negitively when we see the first quarter of declining sales. Will be interesting to see if it bounces from these levels as it has in the past.
for a company with no growth and the downside political/regulatory risk a fair valuation. This is the question.
The downside/upside catalyst will also come from how the market reacts to any aquistion.
Needless to say an agressive sharebuy back is the way to go for this kind of flat growth, free cashflow company.
He shoots off his yap time and time again, without knowing what he is talking about.
No growth for Gild. Look at 2016 EPS estimates. Flat with 2015. It's all about the giant success of Hep C. It dwarfs the rest of the company and once it ramps up, the growth is limited.
shorts one of the only 10% of the China microcap stocks that is 100% legit. He and another dufus posting on this board were also short YONGE wll below it's takeout price. By the way, tell him to stay out of my yard, last time he came around he gave my dog the clap.
is there any way the ITC won't get extended for another 5 years? It's not like the republicans have anything to gain by opposing it. Espciially when battling for the independents. Apposing the clean-air good-earth-mother that is Solar energy is like being against puppies peace and love. And won't the passing of the extention lead to a hudge across the board bump up for the whole industry?
Does anyone think there is a credible risk that the ITC doesn't get extented at the 30% rate. Even a 20% would likely be positive if it provides certainty for the next five years.
q2 not important, the full year guidance is.
According to that they will earn 3 dollars plus over the next two quarters. i.e if they earn 1.50 next quarter and the quarter after that, 52 vs 93 cents for q2 means nothing.
Or $6 eps annualized going forward. Based on the fact they can sell all they can produce for the next 18 months, and their magin guidance for the second half of the year, (Notice the jump up from the first half) $6 plus is where we stand--OR AM I MISSING SOMETHING. I may very well be. What negitive factor, if any am, am I missing.
I realize of course 2017 depends on the solar ITC situation which speaks for itself.
Look at their full year guidance and subtract first 6 months and you'll find 3.30 for second half of the year. Annualized that's 6 dollars plus. And guess what? They are completely sold out for 2015 and have hardly any available capacity for 2016. Thus we have a 6 dollar eps annualized run rate for the next 18 months. Back out the cash/working capital- minus debt and you have a 6 PE.
Couldn't quite make that out. Dubia facity is the golden goose as product sells for 12,000 tonne with higher margins, compared to $3,125 of Harbin.i.e 18500 tonne capcity equals 74,000 prodcution, and probably more in terms of profitabily to harbin or sichan.
back out the cash/working capital.
Let alone cash on hand exceeding market cap. It's lack of credibilty leaving the shareprice where it is. And this sudden nat gas thing raises even more suspicions. Who cares weather eps is 30 or 70 cents. IF you understand accounting you know their depletion expenses mean even an eps of 0 leaves tons of cashflow coming through the door. Share buy back is good news, not EPS per share.
Prorating number of locations gives company valuation of 2.7 billion or approx market cap for whole company. Yet china is growing faster than rest of the company. Therefore market cap or share price of company overvalued if china IPO only puts 900 million value for the fastest growing third of their locations.
the required amount for their takeover to go through.