% | $
Quotes you view appear here for quick access.

Silver Wheaton Corp. Message Board

learner1001 18 posts  |  Last Activity: Oct 12, 2015 2:17 PM Member since: Apr 21, 2008
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • After MCP put its Mountain Pass mine on the California-Nevada border on “care and maintenance", how many remains on the pay roll list? How much does it cost per year when the mine is on “care and maintenance" mode?

    Anyone one knows the answer? Thanks

  • learner1001 by learner1001 Sep 28, 2015 10:56 AM Flag

    Google this "建厂前就有人支付预付款,投产前已下订单" or "晶澳之光,闪耀“东方硅谷”
    The cell plant will begin production in mid October. It is Multi with average efficiency 18.7%

  • learner1001 learner1001 Sep 23, 2015 11:24 PM Flag

    JASO moves headquarter to Beijing. Lots of good news are announced in Chinese such as:






  • Amazon make only 19 cents Q2/2015.
    Think the following scenario:

    A person uses 300k to buy PSEC (Prospect Capital Corporation ) now, then go for a long vacation.
    PSEC is a strong BDC type company with good earning power and high dividends (Now at around 13.8% annually).
    This guy will receive around 40k dividends for his vacation allowance to spend Every year.
    A few years later, he may find his original 300K also become 350K or more because I think naked shorter can't afford to pay so high interest (13.8%) for so long the time.

    If this person uses 300K to buy AMZN now.
    How much dividends this guy will accumulate for a few years? ---the answer is probably 0.
    What AMZN will become several years later? -- I have no idea

    PSEC is just a $7 PPS stock.
    Is AMZN at around $500 a good buy?

  • JASO reported PERC Mono Cell reaches 20.96% efficiency Yesterday.
    It will be great if JASO can manufacture this new cell in Malaysia cell plant.
    By using Malaysia plant as a gateway, JASO JKS and TSL all plan to sell their solar product into U.S.
    SPWR is going to face very tough competition in Solar DG market.

  • Reply to

    Sell CSIQ Buy, JASO & TSL

    by learner1001 Aug 19, 2015 8:23 AM
    learner1001 learner1001 Aug 19, 2015 8:26 AM Flag

    Should be
    Sell CSIQ, Buy JASO & TSL

  • learner1001 by learner1001 Aug 19, 2015 8:23 AM Flag

    CSIQ's high gross margin EPC projects in Canada age are gone.
    China's demand are strong and large.
    JASO & TSL are severely undervalued.
    Besides the Malaysia Solar cell, JASO just begin construction another 500 MW high efficiency module in China last week.

  • learner1001 by learner1001 Aug 11, 2015 11:52 PM Flag

    Before Jaso Q2 earning report, many shorts put messages claiming how bad the JASO Q2 earning will be because CEO want to buyout the shares at low price.

    The Q2 earing report turns out to be strong and guide pretty well for the remaining year. The buyback update (1,023,903 ADS) shows Jaso does not break promise. Strong earing plus buyback give me confidence that the CEO does have the credibility.
    Jaso also report that they got the license for their 400MW Solar cell plant in Malaysia, and expect the production to begin in Q4 this year. The Jaso's product can re-enter U.S. again without heavy tariffs. This CEO do a good job since he took the position since Jan/2013.

    The buyout becomes the center issue for future developing, which I think there are three cases:
    Case1: Buyout at $9.69 as CEO has proposed before. The possibility of this case looks very slim now. With earing around $1.20 to $1.60 this year and good prospect for next year, It is impossible that share holder will approve the $9.69 buyout.

    case2) CEO make a second higher offer. There are two issues under this case.
    First: How high the CEO's offer need to be in order to pass the majority of the vote. Currently, I don't think the CEO is willing to pay high price for the shares.
    Second: ,Privatization do not looks good if JASO targets globalization which is JASO's next growing strategy.
    Remaining in NY stock exchange will make JASO's brand name more popular. I think the Case2 possibility is higher than case1, but chance is average only.

    case3) JASO will temporary stay in NY stock exchange for a while. Since JASO's earning power is getting stronger as Q3 and Q4 coming, shorts will become weaker and weaker as time goes on and stock PPS will gradually move up. I guess JASO stock PPS should be able to pass above 10 before the end of this year. Case3 possibility may be higher than Case2.

    Good luck long.

  • learner1001 learner1001 Aug 11, 2015 11:16 AM Flag

    It is not fiction, I just told you China Integrated Security is at least one of them.

  • learner1001 learner1001 Aug 11, 2015 11:09 AM Flag

    There is one Chinese stock that I bought a few years ago which subsequently increased the offer when there was no counter offer.

    I may forgot the exact name, the name seems to be "China Integrated Security". The initial offer as I remember is $5.85, then it raised to $6.15 (or $6.25, I can't recall exact number).

    Anyway, I made around $20K to 30K from China Integrated Security deal. By the way, the CEO of China Integrated Security is just a business man, not like JASO's CEO is a reputable national congressman.

  • Reply to

    Share Buyback Update

    by beachpo Aug 11, 2015 7:19 AM
    learner1001 learner1001 Aug 11, 2015 9:25 AM Flag

    I particularly like this buyback update.
    It gives naked shorter a heavy punch back.

    Following Jaso's guidance, it is apparent that Jaso's profit will increase some more for the rest of the 2015 because Q3 and Q4 shipment are higher than Q2.

    Now, watch how CEO play the buyout deal.

    Assume Jaso makes profit at the range $1.30 to $1.60 for year 2015. An buyout at $9.69 possible? -- No one will agree

  • Reply to

    50 MW Demo Project Win in Shanxi

    by stocksleuthcom Aug 6, 2015 6:45 PM
    learner1001 learner1001 Aug 7, 2015 9:33 AM Flag

    The bigger news is JASO got 210MW first contract deal and 845MW reservoir deal from China STATE POWER INVESTMENT CORPORATION.

    JASO targets globalization. The headline is

  • Reply to

    AG or CDE which should I buy!!!!!!!!!!!!!!!!!!!!!!

    by mredlark Aug 5, 2015 10:59 PM
    learner1001 learner1001 Aug 7, 2015 8:49 AM Flag

    Besides AG CDE, there are quite a few Silver Miners...

    I consider CDE is high debt and high cost, which means risky.

  • Reply to

    JASO To Going Private @10.80

    by ivannikolic35 Jul 28, 2015 7:51 AM
    learner1001 learner1001 Jul 28, 2015 7:10 PM Flag

    For 9.69 offer, quite a lot people would lose money or on the edge, it may be tough to get OK-ToGo approval vote. 10.80 definitely is good enough to get necessary support vote.

  • Reply to

    My first impulse was to jump in at $3.12

    by steeloilsilver Jul 27, 2015 2:05 PM
    learner1001 learner1001 Jul 28, 2015 11:51 AM Flag

    Silvercrest(SVLC) is a bad company to invest. It dilute the share counts averagely more than 10% for the last several years with only small profit. No wander it is traded around 65% of it's book value just before offer is announced.

    Why AG needs to give SVLC a 30% premium? It is bad for the AG share holder. The AG PPS plunges 14% Yesterday is a proof AG management made a selfish decision.

    Of course, SVLC BOD and share holder will happy to take the offer.
    Deal may not go through in AG side.

  • Reply to

    Silver price

    by stockpicks92 Jul 23, 2015 9:25 PM
    learner1001 learner1001 Jul 27, 2015 9:29 AM Flag

    You miss a key data to correlate stock PPS and Silver value.

    Last time when AG was $200, the AG's Equity value is less then 200 Millions.

    AG made tons of money during 2010 to 2013 period and has built strong Corp value.

    AG's Equity value now is over 500 Millions now. Open your eye and wake up, AG is a complete different company in terms of value and strength compared to 6 years ago.

  • Amazon make only 19 cents Q2/2015 and trades around $530

    I bet PSEC will make more 19 cents but trades only around $7.2
    Its about 75 times difference. WS is a big trap and dangerous.

    If a person uses 300k to buy PSEC now, then go for a long long vacation.
    Every year this guy will receive 40k dividends for his vacation allowance spending.
    Ten year later, he may find his original 300K also become 350K because I think naked shorter can't afford to pay so high interest (13.3%) for so long the time.

    If a person uses 300K to buy AMZN now.
    How much dividends this guy will accumulate after ten years? ---the answer is probably 0.
    What AMZN will become ten years later? -- No body know

  • Reply to

    AG and CDE are 1 to 1 @ $4

    by dumpplatinum Jul 20, 2015 12:21 PM
    learner1001 learner1001 Jul 23, 2015 10:45 AM Flag

    End of Mar 31, 2015

    CDE Total Debt/Equity : 92.76 Bookvalue:5.36
    Earning power: worse, keep on losing money...
    trade around 4.08

    AG Total Debt/Equity : 14.14 Bookvalue:4.43
    trade around 3.66
    Earning power: better among silver miners
    On 6/23/2015, Coeur Announces Increase in Liquidity and Near-Term Free Cash Flow Through $100 Million Senior Secured Financing and Enhancements to Rochester’s Mine Plan.
    It implies the Debt increase a lot. More interests need to pay. Quite risky???

    On 4/22/2015, AG announces closing of issued an aggregate of 4,620,000 common shares (the "Common Shares") at a price of C$6.50 per Common Share for gross proceeds of C$30,030,000 (the "Offering)

13.70-0.20(-1.44%)Oct 13 4:03 PMEDT