Being short GURE is foolish. So I assume your a liar. Bromine prices are up 10% since the last earnings call.
There is no down side risk, only upside. A buyout announcement would be a disaster for a Short.
As would a revised guidance PR. The only good reason is that those announcements come pre-market.
I'm not sure if we would see a PR on the lawsuit closure.
I'm all for him staying at Ford. That's my point. He ain't going to leave. Just like Saban isn't leaving Alabama for Texas. Saban just wants to feel the love, a raise in pay. Mulally, I hear him yelling now. "SHOW ME THE MONEY"
MSFT isn't broken. They need to hire the next big thing. They compete with the Social network companies like FB and TWTR. I just don't see Mulally doing anything like that. If MSFT wanted a world player, they would hire the NOK dude. Mulally is playing just because he is from the the NW and he hates flying. Mulally is playing the Ford BOD for more money.
the reason for the sector sell off, has to do with the analyst call on SOL last week in which they got the CEO to say China isn't going to build as much next year. Has no affect on HSOL since HSOL isn't doing Utility projects in China, And that the CEO of SOL doesn't know what he is talking about since he is a small player.
the only article there is the, Marrow Transplants Fail to Cure Two H.I.V. Patients
those Danish dudes haven't been heard from since May
On the SOL earnings call. World demand will be up in 2014 to 40-42gw. However China could be down in 2014 compared to 2013. Also Gordon Johnson was doing the asking and he brought up FiTs payments, are not being made or are behind. Gordon imo will kill the China solars on this response from SOL.
buy the sell-off. Taking out one time charges, beat estimates. Still not profitable in Q4 unless they cut expenses and R&D. So listen for that in the CC.
revenue = $419.3 margin 8.1% net = don't ask
Q4 outlook 490MW to 510MW, and expects overall gross margin to be in the range of 9% to 11%.
so is the credit line from the Korea bank, that launched the pps, earlier this year, now a "loan"?