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First Solar, Inc. Message Board

jackgotney 216 posts  |  Last Activity: Dec 24, 2014 1:05 PM Member since: Nov 19, 2009
  • Reply to

    RIDICULOUSLY UNDERVALUED STOCK

    by yefimwin Nov 13, 2014 8:22 AM
    jackgotney jackgotney Nov 13, 2014 1:27 PM Flag

    The PR says you can access a replay on their website but I didn't see it there. Maybe they will post it there later and or publish a transcript.

  • Reply to

    RIDICULOUSLY UNDERVALUED STOCK

    by yefimwin Nov 13, 2014 8:22 AM
    jackgotney jackgotney Nov 13, 2014 12:38 PM Flag

    looks pretty solid but it is volatile and still a micro cap - can someone say why they think it will at least hold at 6? Thanks - thinking of buy some except hesitating because of the volatility.

  • jackgotney jackgotney Nov 13, 2014 12:17 PM Flag

    I would say I agree on a possible breakout for PLG but timing is less certain, but would say probably by end of year. CIMT actually looks interesting but not extremely exciting. Steady growth good balance sheet etc.. Might buy a few but I am trying to figure out why it should hold at 6. It is also a bit volatile.

  • Reply to

    Ready to Go !?!

    by luke_sky_walk_er Nov 7, 2014 5:26 PM
    jackgotney jackgotney Nov 12, 2014 3:16 PM Flag

    I wonder if there is a way IDND could diversify the product line to include related products with higher margins and potential for higher volumes? Any ideas?

  • Reply to

    Ready to Go !?!

    by luke_sky_walk_er Nov 7, 2014 5:26 PM
    jackgotney jackgotney Nov 12, 2014 12:45 PM Flag

    Some don't consider that it depends on how big the glass is. Assuming that a glass which is half empty is also half full, if it is a tiny glass it may not be enough to satisfy anyone's thirst. If it is a huge glass, such as the size used by people who have been told by their doctors to have only one glass of wine a day, then there should be more than enough to satisfy anyone's thirst. IDND is one of those BIG glasses. All we need is for it to be filled with liquidity in the form of revenue. When that is overflowing the milling crowds will no longer cry out in thirst, with only hope as a consolation. We will be in the land of mlik and honey, El Dorado, and the force will be shining everywhere we go.

  • Reply to

    Ready to Go !?!

    by luke_sky_walk_er Nov 7, 2014 5:26 PM
    jackgotney jackgotney Nov 12, 2014 9:07 AM Flag

    This is one of my irons in the fire. I have a few others. If one pans out as expected I will have my comfortable retirement. But I also view IDND as having several irons in the fire, PepsiCo (China and S. Korea), Coke India, FrieslandCampina (Germany), Obeikan Industrial Group (Middle East), Engro Foods in Pakistan (which Is the world's 4th largest dairy producer), Maybe we will hear about a trip to Brazil (Ebba), Grupo Lala in Mexico). I think any of these could develop into volume orders. In the 10 or 20 years the FDA might get to our Ambient Temperature Dairy Dispensing case. It would be great for IDND, enable real dairy dispensing across the country at ambient temperatures, improving the quality of life in America and no doubt creating more jobs along the way. But beware America layer cake bureaucracies have evolved to become meaningless institutions which accomplice less or nothing in order to make it seem like they have a backlog, and then they stay employed and wind up getting pensions. Anyway I see a good chance that one of these will pan out making IDND a success and us happy. When? I get I am more in like with erchitect, 6 to 12 months.

  • Reply to

    Ready to Go !?!

    by luke_sky_walk_er Nov 7, 2014 5:26 PM
    jackgotney jackgotney Nov 11, 2014 1:06 PM Flag

    Now that the force has awakened is it possible one of our experts here can ask the force to trigger a flurry of new orders to be generated for 'the answer' tap in order for IDND to become highly profitable and make the price of IDND stock go up to some ridiculously high level? I don't want to be greedy, but only want to do well financially. If it is not too difficult can you have someone buy a half dozen or so of our high speed filler machines? That would add to the positive excitement.

  • Reply to

    Ready to Go !?!

    by luke_sky_walk_er Nov 7, 2014 5:26 PM
    jackgotney jackgotney Nov 11, 2014 10:32 AM Flag

    Someone apparently needed 600 bucks, Sold 2400 shares at the bid. I'd put in a bid at .26 but I don't have the capital right now. Don't worry, the company did not really drop $12 million in market value (market cap) because of a $600 trade. There is just no real market maker here on the OTC and the electronic exchanges are a little more like the wild west especially when a stock is not actively traded like this one. Story hasn't changed yet. Just waiting until it does....It will be a lot more tradable and attract investors and traders alike when the volume increase and we have a rock solid balance sheet.

  • Reply to

    Now is the Time

    by jackgotney Oct 28, 2014 12:59 PM
    jackgotney jackgotney Nov 10, 2014 5:32 PM Flag

    See The PR Wire About this. Nanoflex Stock May turn into something not just for its GaAs Hybrid but for the Organic. It has the best IP in both areas. Inorganic thin film and organic thin film.

  • Reply to

    All Metals up Over 2% Today

    by jackgotney Nov 7, 2014 2:00 PM
    jackgotney jackgotney Nov 7, 2014 3:15 PM Flag

    You are right. In Yahoo finance it was reported as a strong jobs report this morning and it was higher than an earlier estimate I'd seen of 185000 jobs, and I guess I was trying to back into the logic behind this move. But it was only slightly weaker than Wall St Journals projected 233000. But I accept your explanation over mine since it is in line with other explanations I have now looked at. Not that my opinion is of any great value on this topic. I have never quite been able to grasp when good news is good news and when it is bad news!

  • (except Rhodium is up under 2%) Was it the jobs report and that it means they might raise rates sooner than mid 2015 (implying inflation fears on the horizon)?

  • Reply to

    I know I'll look like and idiot...

    by dtowntrone Nov 7, 2014 10:11 AM
    jackgotney jackgotney Nov 7, 2014 1:27 PM Flag

    dtownrone, Don't feel bad. I cut and pasted twice into the same message and got a thumbs down. At least PLG is going up.

  • Reply to

    I know I'll look like and idiot...

    by dtowntrone Nov 7, 2014 10:11 AM
    jackgotney jackgotney Nov 7, 2014 11:26 AM Flag

    If you believe in looking at historical patterns. The last 4 times PLG was at .85 or below since 2012, it ran up to 1.30 or higher within 5 months (3 times i was within less than 3 months). I don't know if that is any consolation because it also dropped back down each time. But the landscape is changing. Bushveld should be starting up within about 12 months. We just ironed out a good financing deal. Platinum should be expressed in terms of reserves within a couple months. More focused drilling will resume on the extension next year. All metals are up today on the jobs report. I hope we have seen the worst of the sell off. Gold is expected to continue languishing through next year while the Pt group metals should fair a little better.

    If you believe in looking at historical patterns. The last 4 times PLG was at .85 or below since 2012, it ran up to 1.30 or higher within 5 months (3 times i was within less than 3 months). I don't know if that is any consolation because it also dropped back down each time. But the landscape is changing. Bushveld should be starting up within about 12 months. We just ironed out a good financing deal. Platinum should be expressed in terms of reserves within a couple months. More focused drilling will resume on the extension next year. All metals are up today on the jobs report. I hope we have seen the worst of the sell off. Gold is expected to continue languishing through next year while the Pt group metals should fair a little better.

  • Reply to

    Diana Walters Trade

    by jackgotney Nov 5, 2014 4:27 PM
    jackgotney jackgotney Nov 6, 2014 9:51 AM Flag

    If they let her go, then they will probably replace her on the board with someone else, and the new board member will then symbolically be the new owner of the 93 million shares.

  • Reply to

    Qrtrly Rpt By Month End?

    by jackgotney Oct 20, 2014 5:23 PM
    jackgotney jackgotney Nov 5, 2014 5:02 PM Flag

    Pepsico sold Tingyi its bottling division in 2011 but retains a 5% ownership stake. The Tingyi-PepsiCo alliance formed in 2011 is the number one liquid refreshment beverage system in China, with more than 70 plants and a national distribution network. They opened a big new plant in 2012 in Henan. The CMO (Chief Marketing Officer) of Pepsico China also holds the same title at Tingyi (an interesting overlap). It (bottling) is a lower margin business however which is one reason Pepsico spun it off. It seems though it is a strong alliance and they work hand in hand supporting Pepsico's strategies. Anyway this is to remind us this relationship is a very big deal. I guess that is what make waiting for word of anticipated orders almost worse than waiting for water to boil. Each day seems like a week.

  • jackgotney by jackgotney Nov 5, 2014 4:27 PM Flag

    I see on the Canadianinsider dotcom site that Diana Walters disposed of the 93 million shares on Oct 27th which (by the company she represents on the board) were acquired in the previous financing but no price is given. I wonder if this was related somehow to the new financing arrangement (based on the timing). Not sure how that would work. Maybe this as a transfer of ownership, or now they will be under someone else's name?

  • Reply to

    My View

    by jackgotney Nov 5, 2014 10:14 AM
    jackgotney jackgotney Nov 5, 2014 1:40 PM Flag

    FYI - When I referred to 'our debt is rising', I meant USA debt, which implies printing money in the future to pay it down (since it won't be paid out of our taxpayers' pockets). Our government does not invest the borrowed money into projects that have any kind of payback. They even purposely bought over $1 trillion in junk derivatives and bad mortgages??!!!??? Talk about bad investments. PLG's debt is coincidentally rising too but this money is going to be spent on projects that have payback and a positive ROI. The revenue from those projects should be able to pay down most or all of the face value money by 2021. Before then there should be many new and more convenient financing options open to PLG as well because we will be well beyond the development stage.

  • jackgotney by jackgotney Nov 5, 2014 10:14 AM Flag

    Among miners, PLG seems to be in the best place strategically, especially at this price. The Waterberg Vein has significantly more Palladium in it than Pt which is a lucky plus for us. All metals are weak this morning with silver down 4% in the low $15 range, and Pt near $1200, which puts pressure on PLG's competition. PLG has such a low projected cost of extraction at $430 an ounce, about the lowest in the industry, it has fair leeway before it feels the same type of pressure their competitors do. Ultimately our debt payments are rising too and we continue to grow our debt and that just makes it more and more likely we will have to eventually print money (just another form of taxation - the 'inflation tax' - if they don't get you one way they will get you another). So, though the dollar is strong vs other currencies but it is still going to become highly inflated vs scarce commodities. Platinum is probably more than 30 times more rare than gold, now that most of the near surface (aside from Waterberg) has been mined. There are 'stockpiling' and 'price control' talks in process between major banks, business entities, and countries. If not today or tomorrow, maybe the day after, something along those lines looks inevitable. PLG may become the, or one of the, biggest platinum producer(s) in the world 5 or 6 years down the road if they aren't bought out, and highly profitable if not, so I am hanging on to my PLG. They have a handle on all their issues. At these prices, Big miners are going to close down a lot of their mines in the next year. Supply is going to dwindle while demand is likely to rise, Pt should rise again above $1300, and PLG mines will be in operation by that time.

  • Reply to

    Qrtrly Rpt By Month End?

    by jackgotney Oct 20, 2014 5:23 PM
    jackgotney jackgotney Nov 4, 2014 1:59 PM Flag

    2013 3rd qrtr report was on Oct 31 but it could be a month from now this year. not even the shadow knows. I think they may be waiting for a few additional grains of content. I hope they can speak of having received their first order or orders from China.

  • jackgotney jackgotney Nov 4, 2014 1:13 PM Flag

    I think the only missing part of the pricing would be the interest on the face value, and the strike price on the warrants which will be calculated over a period of 20 days. .

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