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Inovio Pharmaceuticals, Inc. Message Board

klingklingdon 30 posts  |  Last Activity: May 19, 2015 11:36 AM Member since: Feb 27, 2014
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  • wall street wants your share

    goldman just announced that dividends will be the main source of cash in 2015-2016 for the market
    with the yieldco coming and v low p/e, csiq is uniquely positioned to deliver moving forward

    so.. wallst shaking the tree now, taking it to the shed for no reason and picking the cheap shares falling of retail's pockets

  • Reply to

    The "Yield co" effect

    by doc_fartburger May 14, 2015 11:21 AM
    klingklingdon klingklingdon May 17, 2015 5:11 PM Flag

    a stock with low market cap is easy manipulable
    hopefully the big boyz realize they have a lot more to gain by driving this up hard than by milking small 2-3% up/downs from volatility

    there is a good case for why this should go up, analysts can be got on it, upgrades, pumps, etc..
    once they get into it the sky is the limit

    lately though they've got too used to volatility though
    what they don't get is vol is a two side sword

    it is sweet in a trending up market, but can cut deep to the bone in a down one..
    a nice solid up stock though, once it goes to 100 even if it goes down 30% after, still in good shape..

    so csiq could be their correction insurance.

  • Reply to

    headed to $48

    by casualguy_us May 15, 2015 2:34 PM
    klingklingdon klingklingdon May 17, 2015 4:56 PM Flag

    i meant "at EOD monday if it closes past 48"

  • Reply to

    headed to $48

    by casualguy_us May 15, 2015 2:34 PM
    klingklingdon klingklingdon May 17, 2015 4:55 PM Flag

    it may, but imo not monday/this week..
    if it reaches 44-45 monday, would be good enough

    but...if it reaches 48 on monday, you casualguy have won a wine and dine awesome dinner jackpot with your fav steak and wine - it's on me - deliverable the week after - i'l share the details at monday if it closes past 48.

  • klingklingdon klingklingdon May 17, 2015 1:07 AM Flag

    and btw, there are some advantages on converting part of your business into a utility-style one
    there is a solif feeling behind that
    however, paying dividends at a time when the fed is around 0% is not such a great idea - could be much better to grow the stock price fast

    but.. stock market being such a great future discounting and future looking mechanism, it appreciates the yieldcos not for what they are now, but for what they will be once the fed start increasing the rates and more and more people appreciate a great AND predictable divvy

    so the value of the yieldco will become amply visible in 6-12 months

    in the mean time though, csiq mgmt should make sure they communicate properly and clearly the *execution* steps, so the investors understand what's coming and don't lose the patience

    if they do that, i have a great feeling about where csiq will be over the next 3-6-12months and beyond

    and i hope you know i'm not the pumping kind, i'll call a spade a spade
    it's all in their hands and talking of spades - they can play a great hand or waste it

    i do hope they play with the cards facing -up - it's the only win-win-win (company-investors-wstreet) way.

  • klingklingdon klingklingdon May 16, 2015 6:57 PM Flag

    truth being told, most of the investors don't really understand how exactly that will work (i'm one of them also)

    so the onus is on csiq mgmt to :
    1 - get things clear (financial, eng, planning, proj, execution, etc)
    2 - define clear milestones and deliverables
    3 - shares the pros/cons with an emphasize on pros (why go for the yieldco after all)
    4 - make some projections on where htey will be in 6mth/1y/2y/5y with the yieldco

    this way people will be a lot more comfy in investing in csiq and staying put there till the 1-4 plans start materializing..

    looking forw to see csiq mgmt do that during the conf calls on monday and beyond

  • klingklingdon klingklingdon May 15, 2015 5:04 PM Flag

    awww... who would have thought u have such a kind heart @playtale.. ?

    but no worries, you can donate some cash to all the csiq longs on this board, to help them feel a bit better..

    even if u don't have the cash handy, with a heart like yours i'm sure you will go and borrow some cash and donate it to the longs, only to help your fellow investors

    but you said you are short, so i guess you are already doing that..

    so oops... my bad.. nevermind.. you got us all by surprise as usually..
    thanks once again for your advice and donations..

  • Reply to

    CSIQ could spike sharply on YIELDCO news on 5/18...

    by a8bil May 13, 2015 4:22 PM
    klingklingdon klingklingdon May 14, 2015 3:22 AM Flag

    not likely imo

    because many people felt the same as you, they've made trades in the market to reflect that
    that's why when the time comes for csiq to have yieldco declared, it will happen *nothing* or maybe a slight down in pps (from volatility deflating)

    good luck with whatever you are doing, but pls b vv careful - this is a v risky play

  • it allows the expenses in china be paid with chinese money
    this way csiq will be protected, no matter what direction the yuan moves

  • klingklingdon klingklingdon May 1, 2015 1:52 AM Flag

    so are u saying europe is not a problem, but the numbers to come are?

    it certainly seems so if we learn anything from companies in similar situations who reported today (spwr, fslr..).
    they have a very similar situation to csiq, similar plans.. almost similar price.. and just cratered

    i guess we'll see a similar correction for csiq.. unless the dear fed decides to get medieval upon us first time in the morning, at which point all bets are off and we will start staring again into abyss (the 30s, 20s...etc)

  • klingklingdon klingklingdon May 1, 2015 1:45 AM Flag

    so u think the european tariff control people have figured that one out, or they are kinda stooopid ?

    if a company could circumvent tariff controls via shipping, any chinese company could establish a branch in let's say.. us, or canada then ship via that branch..

    imho that's not gonna work

    one way it may work (imo) is by csiq importing parts from china to assemble the sold products in canada, only then sell the products to europe

    then, for all intents and purposes the sold items are canadian..
    and europeans have no problem with the canadians, cuz they are like nice people, eh?

    i guess we'll find what they do (or if there is any bigger issue with europe) during the conf call in a couple of weeks

  • klingklingdon klingklingdon Apr 30, 2015 2:22 PM Flag

    haha.. one would argue that both pamela and csiq would have been better off without external interventions (see the csiq ceo recent pumping)

    i just used pamela (justl ike everybody else) to bring the message home to my canadian friends,
    because pamela and csiq are similar in many ways:
    - both have fast degrading assets
    - both have sagging bottom lines
    - both are pumped beyond healthy levels..
    - both get f_d on a very regular basis in a very painful way..

  • klingklingdon klingklingdon Apr 30, 2015 11:59 AM Flag

    the only shortage you can see, @looser, is when you look in the bathroom mirror, after a (cold) shower

  • i hope you see now how and why the "shortage" pump was played the other day..

    the ceo just wanted to keep the pps afloat, he knows what's coming.. and it's gonna be fuglier than pamela anderson after (brain ?) surgery

    if you think for a moment - IF csiq ceo knew about a panel shortage for real, he would have tried to just build more panels, not tell everybody about it (so all can build more panels..)
    just doesn't make any sense to spill the beans like that for no reason

    so in fact the reason was he just wanted to fake some artificial demand and talk about a perceived shortage, so the lemmings will buy so he and friends can bail at a higher pps the last few days

    now the bag holders are left crying in their beer
    (like pamela anderson after #$%$ surgery)

    and it's just getting started..
    (like tomy lee and...)

  • Reply to

    Huge short % and out of whack EPS

    by web823 Apr 28, 2015 11:38 AM
    klingklingdon klingklingdon Apr 28, 2015 1:17 PM Flag

    you are wrong
    i am trying same as u to understand what's happ with the stock

    i am concerned this is a pump that hides something worse behind (bad q report, euro investigation, etc) and just trying to understand what it is

    if you think only pumping is the way to go, good luck with that investment "modus"

  • Reply to

    Huge short % and out of whack EPS

    by web823 Apr 28, 2015 11:38 AM
    klingklingdon klingklingdon Apr 28, 2015 12:06 PM Flag

    if they don't have the right eps as you say, the pps will crater again after earnings, possibly earlier

  • klingklingdon klingklingdon Apr 28, 2015 12:00 PM Flag

    yes, me does know and you does know too :)
    if you read the article you've mentioned, they say exactly that

    a few chinese companies (csiq included) got panels in europe via malay free trade ports and dumped them in europe at a low price
    (so much about the csiq ceo "panels shortage" story..)

    *** and now the euro-investigators are looking into it ***

    probabaly that's why the csiq ceo felt he had to pump the stock, as he was concerned about the negative impact on the stock of the mentioned euro-news

    btw, they were talking about csiq as a chinese company and want to remove their rights to sell on the european markets..
    which if happens, could be a huge blow to csiq
    (maybe that's why the recent csiq short interest increase ?)

  • Reply to

    What's going on this morning

    by amexwatcher Apr 28, 2015 11:00 AM
    klingklingdon klingklingdon Apr 28, 2015 11:24 AM Flag

    it's the csiq ceo pumping the stock

    so either he is afraid of the impact of the legal troubles in europe or concerned about the coming quarter

  • Are the quarter numbers so bad?

    Or he is trying to be proactive against the problems in Europe ?
    (and pump a bit the stock before an expected dump on the bad Euro-news ?)

  • Reply to

    Historical perspective

    by onebargainhunter Apr 15, 2015 10:58 PM
    klingklingdon klingklingdon Apr 16, 2015 4:45 AM Flag

    20 ?
    sounds like a nice, round number..

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