33% of float, extremely crowded. Massive short squeeze in the making here. Just about any good news will cause an epic rally. We are sitting on 100-300% daily pop easily.
Not sure what the shorts are doing but they have to lose sleep every night, not knowing when the partnership announcement will be. From the result of the study of Phase III, in April 2014 Afreeza will likely get FDA approval. Max pain is when Mnkd suprises the shorts with partnership; they would not know what hit them. Blind sided, like hitting a brick wall at 160 pmh. The shorts will not recover; extremely dangerous shorting position here. The shorts could lose everything they own and more.
short or hold their postions at $5, hoping to gain $1 if the market goes down any further before either partnership or FDA approval. On the flip side, the shorts could potentially lose up to 100-300% on any of the stated above news.
Hmmmm $1 gain or $5-15 loss? Not a very smart strategy if you asked me. Cover up or suffer greatly!
just months away from FDA approval and could be hours away from partner/buyout. Tic toc tic toc, easily see 100-200% pop at any given day.
that was when the company was just a baby. This time around solar has a stronger footing and surpassing grid parity. We may be embarking on a 10 bagger here.
contracts are being announced, Q3 and Q4 will each revenue about $1.0 billion, compared to Q1 and Q2 of $850 and $550 mil, respectively. The company said it would keep its guidance at annual rev of 3.5-3.8 bil for 2013. Which means between Q3 and Q4, there is $2-2.3 bil to be made.
Load it up! $50 and beyond. 2014 is fslr's year, we may rally to another $300
the troll is back after stomaching a $10 spike as the result of a blowout Q3. Now, he is back to his old self spreading lies. You claimed that you read, try reading CdT efficiency with temp. Facts: Silicon decreases efficiency with hot climates while CdT increases efficiency with warmer climates. Evidence: besides plenty of sun rays, one of the main reasons why solar PLANTS are being built in or near the equator is because of hotter climates which brings current efficiency similar to that of Silicon-- difference is that it is much cheaper than Silicon. Now you facts! Troll!!!
he has 90 mil shares. If he becomes a billionaire/ I will be a millionaire in my stock portfollio. Any person who has this much faith in his company deserves investors' support. I will ride with you brilliant old man.
1) FDA approval is most likely certain ( Afreeza has same efficacy as insulin and no more side effects than insulin). With some coughing (but if the pt wants to cough vs. needle then by all means). I can't find a reason to not approve.
2) Market share of insulin in US alone is $20 bil, I am sure many patients would want to inhale instead of sticking themselves with needles twice a day. Market share of Afreeza will probably be at least 50%.
3) technosphere technology is applicable to other IV drugs and deliver them via inhalation.
4) The very reason why it is taking Al Mann so long to get a partner is because he knows Afreeza and technosphere will forever eliminate most injections in outpatient setting. He's getting the best deal out there.
5) This stock could have growth 100 folds from today. Hence, the shorts may gain $3/sh in the worse case scenario but lose out on becoming instant millions and possibly losing alot of money.
By logic alone, no idiot is gonna spend $100 mil on a manufacturing plant, if they can't profit more than $100 mils. Thus, the size of the project from Japn and nearby Asia (Singapore, Hong Kong, Macau) have to be at least $1-3 bil worth.
Ahmad Nada for Middle east, almost two years now. Contracts are due damn it!
Kishkills to represent S. America-- may take a little longer.
This will be a $300 stock eventually
than any of their salaries or partner stock offerings. Thus, the greedy execs will tap into this and buy mnkd shares and rally this to the moon. Then comes the partnership offerings.
bought in 5 +change and now reversing. $2-3 range was the bottom without any certainty, now we have slam dunk phase III result with almost a gurantee FDA approval and partnership. $4-5 is the new psychological low. Reverse #$%$!!!
!) 860 MW of contracts
2) Efficiency 17%, even higher in hot climate. CdT increases efficiency with temp, not Silicon.
3) Reduction in cost of 8 cents/watt!!!, cheapest in western hemisphere. Even cheaper than the chinese, but we all know the communist gov supports the chinese companies and they continue to lie about costs.
Will be $300 again by 2015, if not 2014
Currently Fslr builds about 3 GW/ year, eps is apprx $3-4/sh, we have 100 mil shares; thus, each year fslr expects about $300-400 mil profits.
The CEO said on Cramer Mad Money that the current cost is 59 cents/watt, and he thinks that we can get it down to 40 cents/watt. Let's assume that they maintain the same annual contruction of approx. 3 GW/year, and they are able to cut cost down to 40 cents, that's 20 cents per watt gain in profit. Out of 3 GW (3,000,000,000 watts); that's a $600 mil in saving. Thus, even maintaining the current production, they are able to increase their profit from $300-400 mil/year to about $1 bil/year if they can cut costs to 40 cents/watt.
But we all know that solar is increasing construction. If we bring construction to 4 GW/year and cost down to just 45 cents/watt, which is a very reasonable estimate, then we have additional 15 cents/watt in profit (59-45 cents) x 4,000,000, 000 watts= $600 mil additional profit on top of the current eps of $3-4/shr. We are looking at around $1 bil/year profit. This is the estimate eps of $7 given by JPM, very reasonable. Thus, makes fslr extremely extremely extremely cheap. Buy all you can at these levels; we are going to $300!!!
valid argument but one can also say, fslr went from 50 to 300 in less than a year with smaller revenue and profit back then than it is now.
One can also say, fslr went up as high as 58 then retraced back down to low 30's because of secondary offerings and lower than expected Q2 results, now with blowout Q3 and raised guidance, it is only a few bucks higher from the recent peaks-- thus appears to be extremely cheap with PE ratio of 13. Other solar stocks are trading at negative income and scty/spwr are trading at PE ratio of 60-120; fslr would be proiced around $150 in equivalence.
So, the answer to your analogy is: fslr is extremely cheap compared to any stock, not just solar or renewable energy.
I agree with Crammer's omen. The last time he endorsed a company, I loss a boatload on his recommendation.. I love fslr, but he's like the kiss of death. I don't believe in luck, so Crammer kiss of death doesn't bother me too much; I will stick to fundamentals. PE ratio of 12 is dirt cheap; other solar stocks trade 5x as expensive.
I know you all have heard of this before. But I just loaded up a boatload of shares. Can't possibly get cheaper than this. $2-3 was the low with lots of uncertainty about phase III and Afreeza. Now we have solid study results that almost guarantees FDA approval. Hence the new psychological abyss is $4-5.
Load it up and wait for partners and FDA approval. 100-200% gain easily.