It looks like you don't believe that BK is in the cards for TERP even if Vivint is dropped. Curious to know what price target do you have on TERP short as well as long term. Peter, would love to hear your targets as well. Much appreciated!
How much time does TERP have to set up the warehouse or offload the Vivint Solar assets before it BK? Months at least? I I would think that the chances of TERP going BK is very slim due to the fact that it's still offering a dividend?
Thanks Peter! Very informative. So, just a lot of paranoia and ignorance causing such an overblown downfall of TERP?
How does it work? Will TERP find a new parent company?
I think it's more of a non-event. If market is up tomorrow it's because it was down on previous sessions.
Why do even people think Paris attack is market moving worthy? So minute compared to 9/11.
Thanks Flanders! What's your eventual target for CVEO? Time and share price wise?
keeping? Low $4s? High $3s?
all in. If these closed plants can't compete, then how will the other plants be able to? This didn't happen in 2009 when CENX was in the $2s.
Still holding my shares but a little concerned to be honest.
Please give us the details on this matter. What are the numbers you're talking about?
then a 30% haircut would have occurred. Well, we have gone down over 40% since then!
So easy to be negative when a stock is beaten to a pulp. If this could survive during 2009 crash, why wouldn't it be able to now? Do you think AL price will remain this low for another 2 years?
the chance of buying in the low $4s. Now if earnings are bad, then I may get a chance to buy in low $3s. So I decided to buy 1/3 at $4.12. I'm glad we an up to $429 at least. The truth is, I don't care, actually hopes, that it tanks to low $3s so that I can pile on another 40,000 shares. I want to accumulate 60,000 shares, but I can only do that if it tanks into the low $3s.
he departed CENX that year. Do you by chance know at what spot AL price is CENX's breakeven point? I'll be doing a little research on this and its current financial standing this time around. Stilldiving thinks that CENX has a possibility of BK. Hopefully, I'll get to load up huge and willing to sit on it for a couple of years.
appreciation than AA when spot AL recovers? TIA
for AL? Thanks.