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First Solar, Inc. Message Board

mikeedgar 107 posts  |  Last Activity: 19 hours ago Member since: Jun 13, 2000
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  • Reply to

    All market indexes RED, NSPH up 16%,

    by mofisher22 Feb 27, 2015 3:10 PM
    mikeedgar mikeedgar Feb 27, 2015 3:26 PM Flag

    Really? When the price target is 8 times that? Admittedly old numbers, but every penny at this price is 3%. No reason to get excited until it breaks a buck.

  • mikeedgar by mikeedgar Apr 1, 2015 8:17 AM Flag

    Will this be the day when shorts decide that downside potential is low and thus take profits? Let's hope the discussion changes from one of whether SRPT will be successful to one of simply how successful will SRPT be.

  • mikeedgar mikeedgar Mar 3, 2015 9:16 AM Flag

    If you don't agree with the analyst, look at this as a buying opportunity. People make money by buying when consensus is sell and by selling when consensus is buy. Do you believe the new target is based on faulty data analysis? Then your course of action is clear.

  • Reply to

    If co-ordinated market manipulation...

    by harezehm Feb 12, 2015 11:09 AM
    mikeedgar mikeedgar Feb 12, 2015 11:19 AM Flag

    Shorts are training the longs. Based on trends, longs are now trained to sell at any time share price moves up a couple of percent. Longs are now doing the shorts work and the longer it continues, the easier it will be to short MNKD for a short term profit.

  • Don't think that this is a game changer, but it does show steady progress. With the increased cost of hospitalization and surgery, you want to be sure you're getting the care you need and no more. I'm seeing more and more preemptive surgeries being conducted in part due to the decisions made by some celebrities (hello, Angelina Jolie). Hopefully ROSG's and other companies in personalized medicine will change that trend.

  • Reply to

    60 minutes

    by lukky77 Apr 12, 2015 11:51 PM
    mikeedgar mikeedgar Apr 13, 2015 9:03 AM Flag

    For companies in the financial sector, cyber security is critical. All it takes is one confirmed intrusion and their customers will start pulling out money and closing accounts. Once it starts, it'll become a snowball and not only will the financial company profits plunge, but without customer assets they will not be able to maintain the required deposit/loan ratios.

  • Reply to

    $550,000,000 market cap??? For what?

    by manonthemountain77 Apr 16, 2015 12:55 PM
    mikeedgar mikeedgar 19 hours ago Flag

    Why pick on SRPT? Small potatoes. How about ALNY? They have a $9,800,000,000 market cap (nearly 20 times the size of SRPT for the math challenged), losing money, and price to sales of 200. While SRPT's market cap is 40% cash, ALNY's is only 10%. Go over to their board and tell them they are overvalued. Much bigger opportunities for you there.

  • Reply to


    by trangy Jan 21, 2015 9:15 AM
    mikeedgar mikeedgar Jan 21, 2015 9:24 AM Flag

    Obviously to fund pipeline until products hit the market in 5 years. Better to issue the secondary before you really need the money.

  • Since bumping up through 15, momentarily, a few days ago, price has once again slid down to the sub-14 range. Volume is also steadily declining. Clearly we have shorts at work, if nothing more than on a day-trade basis. That's OK. Let the shorts drive down the price to overwhelming bargain levels and then add. When some positive (not just speculative) news hits the wires, shares will no longer be a bargain.

  • Reply to

    Barrons Hit Piece

    by arielsquarefour Feb 14, 2015 9:57 AM
    mikeedgar mikeedgar Feb 15, 2015 10:11 AM Flag

    As far as I'm concerned, it isn't about the next quarter. 3-D printing is a technology that will grow at a pace faster than other types of technology in the coming years. I think it will model the past growth of digital cameras on-line retailing, and social media. DDD is among the leaders in this sector if share price drops on whatever short term news this quarter, I'll consider it an opportunity to build a position.

  • mikeedgar by mikeedgar Jan 21, 2015 9:03 AM Flag

    In the last month ROSG has issued several PRs that indicate good things from revenue standpoint are just around the corner. The question I have is whether there's enough cash to get us to the corner. It would seem that others feel the same way, with share lingering around 3. Implication is that another secondary will come out and until the price and dilution becomes public, caution is the key.

    I'm just speculating. Until there is significant cash flow, even if not enough to continue funding of operations, share price will have a tough time getting back to the massive secondary we had at 5.

  • mikeedgar mikeedgar Feb 18, 2015 8:36 AM Flag

    Wow, there's some insight. Valuation on the basis of sales? On that basis, valuation should be zero for every development stage biotech that has yet to put a product on the market.

    As for a merger, I'll vote against any offer that is shy of 5 times current value. Selling now would be selling at the bottom for all intents. Sure we had a good day yesterday, but valuation is still less than 2% of the IPO several years ago. It is barely above the massive $5 secondary of 2013.

  • mikeedgar mikeedgar Jan 23, 2015 10:10 AM Flag

    Put your money where mouth is and buy some of those 6 calls expiring today. Certainly investing 5 cents to make a dollar is an acceptable 6 hour return.

  • Reply to

    Gap to Close: $7.50

    by schieboutz Mar 11, 2015 1:22 PM
    mikeedgar mikeedgar Mar 11, 2015 1:32 PM Flag

    I like your optimism. Not sure it is based on any anything but crossed fingers, but I like it.

  • mikeedgar by mikeedgar Mar 16, 2015 9:31 PM Flag

    OK, sounds good. However, wouldn't we prefeer to read "cash flow positive in 2017?" The implication is that they won't have to sell any more shares for about 2 years (other than what they've already contracted to sell.)

    Nice to see 100+% increase in revenue, but even with that they haven't captured 1% of the market for their diagnostic tests. How long does it take to get 10% of the market? If sales continue to double every year, it'll take about 4 years to get it to $16 million. I'm patient, but not that patient.

  • mikeedgar mikeedgar Apr 2, 2015 4:11 PM Flag

    Interesting. While a company like TSLA gets a massive valuation while focused on a single vertically growing market, DDD gets just a fraction of the valuation while in a market that can grow vertically (gain more of the market) as well as horizontally (expand into other markets). In other words, TSLA produces a product that can be used to move people. DDD produces a product that can be used in countless applications by both consumers and businesses. Artificial limbs is just one example, but I think you'll see many more in the months and years to come.

  • mikeedgar mikeedgar Mar 6, 2015 9:54 AM Flag

    You would think that a strong jobs report and the implication that interest rates will go up would be good for housing. More people at work and though rates may go a bit higher, they are still at multi-year lows. Clearly I'm confused and missing something.

  • Reply to

    Analyst initiate SRPT as sector perform

    by kkdwoo Jan 22, 2015 4:53 PM
    mikeedgar mikeedgar Jan 23, 2015 10:46 AM Flag

    Sector perform, i.e. don't buy the stock, buy the index. This implies that management's efforts and the resulting success or failure of their drug pipeline will be immaterial. The sector will move SRPT higher or lower? Why does anyone listen to these people? Who pays for this sort of stupid advice?

  • mikeedgar by mikeedgar Feb 20, 2015 8:25 AM Flag

    Gotta love the attempt to paint the tape with a 50 share buy at 31.09. Like that is going to fool anyone? How about someone buying those 2000 shares at the ask and putting in another bid for 200 at 35? Then we might have some speculation that "someone knows something."

  • mikeedgar by mikeedgar Feb 27, 2015 11:54 AM Flag

    Obviously there are lots of problems with ROSG. Low valuation problem however is in part caused by the shift in investment style. Funds are taking in more money to invest and individual investors form a smaller portion of the market, compared to several years ago. Large funds, with all of the money they must invest, can't take the time to research micro-cap stocks like ROSG. Even if they did, they couldn't invest enough money to make a difference without driving the price much higher. Much safer for a large fund to invest in AMGN than a company like ROSG.

    So that leaves it to the retail investor or active trader to own shares. The retail investor is scared off too easily and the traders simply look at short term momentum, attempt to extract a profit and move on.

    If ROSG were able to build market cap to $250 million, they'd start getting some fund interest. Right now GS, MS, and WFC hold less than 25K shares.... combined! As it is, every decline in price makes it less attractive to the big boy and girls.

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