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Microsoft Corporation Message Board

learner1001 14 posts  |  Last Activity: Jul 3, 2015 10:45 AM Member since: Apr 21, 2008
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  • Reply to

    2015 Intersolar Europe

    by gzhou_99 Jun 30, 2015 8:17 AM
    learner1001 learner1001 Jul 3, 2015 10:45 AM Flag

    Nice marketing which can expanding the international market.
    Jaso is on the right track to
    . balance and stabilize the revenue. Jaso is too much depend on Asian market before.
    . Increase the GM. China's solar market is huge but the GM is low.

  • Reply to

    what is wrong with FSLR?????????????

    by msghohoho Jun 30, 2015 7:39 PM
    learner1001 learner1001 Jul 1, 2015 12:49 PM Flag

    Nothing is wrong. It is an opportunity to get big profits.
    Buy at this huge discount (below $46 PPS), then take a summer vacation.

    Then come back to check PPS at the end of this year, I will not surprised that if there is big profits in the FSLR shares account

    Sentiment: Buy

  • Reply to

    If the price keeps under $9,

    by guwaz2000 Jun 26, 2015 10:25 AM
    learner1001 learner1001 Jun 27, 2015 10:18 AM Flag

    The buyout process will take a while. Q2/2015 result is the key.
    If Q2/2015 beats the WS expectation and guide well for the whole 2015. $9.69 will be too low and the deal can be off or the CEO needs to offer more.

    If Q2/2015 do not beat WS expectation ( 8 cents profit, 397M revenue), then $9.69 probably is the choice share holders have to take.

    The current CEO took control Jaso at Jan/2013. Jaso began the transformation from cell based company into well balanced enterprise Today. It begin to make profits since Q4/2013. From the trend, Jaso should continue to do well. It guides 3.6 to 4GW for 2015 and is expanding capacity and downstream projects.
    I am optimistic about Q2/2015. Just wait and see. Anyway, I should be able to get $9.69/share.

    I am a little disappointed about Jaso's does not carry out the buy back program. But feel better that CEO is willing to offer $9.69/share for buyout. Jaso probably needs lots of money in the downstream projects, but I still think Jaso should be able to carry out a small scale buyback.

    On the other hand, these management is not greedy at all. 2014 is the year that Jaso began to make big profits. From 2014 Jaso annual report page 87:
    --------------------- Compensation of Directors and Executive Officers-----
    For the year ended December 31, 2014, we paid an aggregate compensation of RMB10.0 million (US$1.6 million) to our directors and executive officers. For the year ended December 31, 2014, we did not grant any options or restricted share units to our executive officers. Other than fees paid to our independent directors for board services rendered, we only paid compensation to those directors who also served as executive officers.

    And from 2014 annual report page 93 share ownership.
    ------------------------------
    I view these whole Directors and Executive Officers (around 10 peoples) got paid poorly for their performance.

    Jaso's product is more competitive now. Hope a good Q2/2015 is coming...

  • In March, it passed TUV High Grade Hail Test.
    Today Jaso announce it passed California Fremont RETC four category hail impact test. It is tougher than TUV tests.

    If Jaso can deliver a good Q2/2015 earning and guide good for the second half year, then the buyout issue will be over, and the $9.69 buyout will just served as a stopping panic selling tactics. Otherwise it is quite unpredictable ....

  • Reply to

    From Standard & Poor

    by ja_solar_1 Jun 8, 2015 8:40 PM
    learner1001 learner1001 Jun 9, 2015 5:07 PM Flag

    Jaso CEO has reputation in China. He is a member of China national congressman.
    We should be able to get at least $9.69/share from his offer.

    The process will take a while. The Q2/2015 result should also impact the deal.

    From Jaso 2014 Annual report, CEO and Jinglong owns 15.63% only.
    All Directors and Officers as a Group owns 16.69%, which we do not know their individual intention.
    In case go to the final vote, I think the CEO control's share 15.63% is exclusive ( can't be counted).

    Can Q3/2015 CC impact the final results ?
    Just wait to see...

  • learner1001 learner1001 Jun 5, 2015 10:20 AM Flag

    For Jaso's earning power at the end of this year, if Jaso is listed in HongKong, the PPS should be at least $15.

    $9.69 is kind too low. I guess...

  • Reply to

    Schmid vs. JA Solar 400MW Deal

    by ivannikolic35 Jun 1, 2015 5:34 AM
    learner1001 learner1001 Jun 4, 2015 7:42 AM Flag

    JASO's annual reports is available at Jasolar website under Investors-Financials.
    Jaso is turning around from the end of 2013. It begin to make profits since Q4/2013. From the trend, Jaso should continue to do quite well.
    It guides 3.6 to 4GW for 2015 and is expanding capacity and downstream projects.

    I predict JASO PPS will rise way above $10 by the end of this year.

    From 2014 annual report page 87:
    Compensation of Directors and Executive Officers
    For the year ended December 31, 2014, we paid an aggregate compensation of RMB10.0 million (US$1.6 million) to our directors and executive officers. For the year ended December 31, 2014, we did not grant any options or restricted share units to our executive officers. Other than fees paid to our independent directors for board services rendered, we only paid compensation to those directors who also served as executive officers.

    And from 2014 annual report page 93 share ownership. I view these whole Directors and Executive Officers (around 10 peoples) got paid poorly for their performance, which is quite different from what you have claimed. Go to check how much a CEO from U.S solar company (like FSLR) is paid, people should know what I mean Jaso whole management team is not paid well at all.

    I understand why Jaso did a 1:5 reverse split in year 2012 when Solar industry is crashing.
    But Jaso has done a 3:1 split in year 2008 when company is doing good also.

    I encourage investor take a look of the Jaso's 2013 and 2014 annual report, compare 2013 and 2014 report (under DIRECTORS, SENIOR MANAGEMENT AND EMPLOYEES section around page 85 to 95) , and make the judgement who is really a #$%$?

  • Reply to

    Schmid vs. JA Solar 400MW Deal

    by ivannikolic35 Jun 1, 2015 5:34 AM
    learner1001 learner1001 Jun 1, 2015 10:01 AM Flag

    Another big good news for JASO is the beginning construction of 100MW Solar power project.
    It is an 1 Billion RMB investment. 晶澳太阳能内蒙古赤峰100MW光伏电站开工建设. JASO is doing quite good. The company looks promising.
    From the PPS point of view, the public investors lose interest in JASO .

    Has JASO start the buyback program yet?

    The CEO should resign to take responsibility!!!

  • Reply to

    ARCC vs PSEC

    by learner1001 May 12, 2015 8:32 AM
    learner1001 learner1001 May 27, 2015 5:32 PM Flag

    typo:
    ARCC NAV value : End of Dec/2014 is $16.82, Mar/2015 is $16.71
    PSEC NAV value: End of Dec/2014 is $10.35, Mar/2015 is $10.3

    PSEC's 1% Div every month is quite good.
    I guess the main reasons for PSEC to drop so much is the Spin-off issues and short attacks.
    Message board is much better now compared to one month ago. People can easily see the arguments of both long and short.
    The combined assets of the 3 spin-off units are less than 20% of the total PSEC assets. Assume we do not know the outcome of the PSEC spin-off.
    People with fundamental math should be able to see what a bargain PSEC represents now relative to other BDC (like ARCC).

  • Reply to

    I do not understand the 3 spinoffs

    by chipin8511 May 18, 2015 7:50 AM
    learner1001 learner1001 May 19, 2015 10:44 AM Flag

    I do not know exactly what the spinoff outcome will be. But I am not worry about it at all, even I own a lot of PSEC shares now.

    The basin concepts about spinoff are:
    PSEC still owns the right of spun off units. If you owns shares of PSEC, you owns rights of the spun off units too.
    The DIV will not got effected, the earned incomes from these spun off units still belong to PSEC since PSEC has the right of them. But there are quite a lot of details to work out... since these spun off unit are separated from PSEC and the management issue (fee, responsibility etc...)

    You will not get paid or any cashes. If you got paid or cashes, it means PSEC will lose asset value. The Debt/Equity value will increase to a value PSEC can't tolerate which is required by regulation. Besides, all the companies like more asset (cashes) to manage, so the company has more leverage to make more money and increase runner's management fee.

    Bottom line, no need to worry, Div still feedback to your share -- you have the right of spun off unit if you owns PSEC shares. These are my concept about spinoffs. Hope it help.

  • learner1001 by learner1001 May 12, 2015 8:32 AM Flag

    PSEC is big bargain now.
    ARCC PPS is $16.45
    PSEC PPS is $7.99
    Both are large BDC. (ARCC is bigger)

    ARCC NAV value : End of Dec/2014 is $16.82 Mar/2014 is $16.71
    PSEC NAV value: End of Dec/2014 is $10.35 Mar/2014 is $10.3

    ARCC Q1/2015 Div paid 43cents new Div is 38cents
    PSEC Q1/2015 Div paid 30.3cents new Div is 25cents
    (PSEC pay Div monthly, Jan Feb paid 11 cents, PSEC paid 8.3cents starts from March)
    By judging NAV value and paid Div, PSEC earning power is better than ARCC. Div also paid much better and higher.

    PSEC just Files to Launch 3 Spin-offs now, management claim it will increase their value. (Please judge yourself)
    Why PSEC PPS is so low?
    PSEC is under short attack. Hundreds of messages(include replies) on message board every day, is a mess.
    Wall Street is quite nasty. Agree?

  • learner1001 learner1001 May 7, 2015 6:33 PM Flag

    "Total return during Q1 2015: +7.7%
    Prospect Capital's total return, which I will define as changes in the NAV plus dividends, was $0.20 per share consisting of a $0.05 per share loss in NAV and the $0.25 per share in dividend payments. This comes out to a $0.20 per share return, or 7.7% annualized based on its $10.35 per share NAV at the start of the period."

    My thinking is:
    PSEC paid 11cents for both Jan and Feb. Your calculation is based on 8.3cents.
    PSEC actually comes out to a $0.25 per share return, a 9.6% annualized based on its $10.35 per share NAV at the start of the period. Fair to say is close to 10% if you based on $10.3 NAV.
    7.7% and 9.6% is a huge difference.

  • Reply to

    My take on Big Drop

    by marvin10982000 May 4, 2015 10:35 PM
    learner1001 learner1001 May 5, 2015 9:27 AM Flag

    There is no comparison between ARCC & PSEC.
    ARCC PPS is 16.63 Div 32cents/Qt Earning 37cents
    PSEC PPS is 8.09 Div 25cents/Qt Earning will be around 23cents to 29cents

    Stupid to sell PSEC. It should be a nice opportunity to add PSEC.

  • "We are very pleased to collaborate with Applied Materials as we focus on manufacturing our future cell designs," said Dr. Wei Shan, CTO of JA Solar. "The new Tempo system requires fewer operators than any other metallization platform, yet still delivers exceptional Fine Line Double Printing, throughput and yield performance, which are critical requirements for us to meet market demand for higher efficiency cells.

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