When the share price keeps Going Up and Up?
I'm all ears.
The 400MW bonded warehouse/inventory was the worst rumor Uncle heard when TSL was going nowhere butt Up. Haven't heard a word about it for 'long' time.
//The only thing that may be written off is their Poly commitments oversees due to tariffs in China.//
That's some "news" that Zangnut can include in the follow-up e-mail. Uncle only knows they had very little commitment with WACKER till 2015. Their bigger contract which is flexible is with 7.5GW of Wafer and Poly with GCL, which ain't overseas, 225MW Poly contract with SILFAB S.p.A ain't hurt a thing, that's about 45MW a year if there's any left for the rest of the year.
What am I missing?
//They have some $450M in inventory which is enough to make roughly 1 quarters production + project inventory not 1 months.//
Question 1: How much have they reiterated to Ship for Q3 and Q4 all together and how much they have already shipped so far in Q1 and Q2 when they said they've at full capacity. Hint: they had 3.6GW Cap end of June.
Question 2: When they reported their Q2 result in late August, do you believe they still have $450m of Inventory at the time?
Question 3: Would you feel comfortable that they will Meet or Exceed their Full Year guidance with their current Capacity if they had Low inventory at all? Didn't they just say they couldn't meet the demand?
Use Common Sense.
Use Both Sides of Brains.
Be Strong and Have Confidence or even give them the benefit of ALL doubts. (or just call them Liar Straight. I would do just that if I wanted to force them to defend themselves and give me some facts).
There's absolutely nothing to worry about; people don't look at the calendar, they prefer watching what old lady, Uncle is really wordless. Everyone is hiding today for different reasons, Mikey still got his butt burnt. 2 more days, it'll cool down here...
Was wondering why didn't "see' you complain about today's weather; Uncle was forced to take one visiting relative to Garbage Grove for Corean food, they really know when to pick the wrong day to come for wrong food. Yo just don't BBQ today, it WAS HOT ALL day.
Verizon Wireless, AT&T, Sprint and T-Mobile.
All thanks to Apple Bee, they're trying to beat others for customer adds. Sprint and T-mobile are very aggressive, putting VZw and T on defense. Go get your best deal ever and save $$$.
All things happened as they were supposed to, some got punished worse than the others, there's no police on the market to direct people, the institutions did what they have to do to raise enough cash, little guys followed with selling purely on unknown fears.
It will be Tuesday, ALL DAY, tomorrow.
They better announce some good News on Chinese Solar in time.
Now, they can invite the "bargain Hunters" to take up all the shares they dumped, or maybe people have already done that? Will see how the market closes. Me go feed myself early.
Uncle tried to explain why the tech and China funds have to come down to make room for BABA, all because the size of the IPO. They can't print money thus they have to sell their holdings, the more liquid ones, the higher priced ones, yo see AMZN, eBay, TWTR, Yelp, LNKD are coming down hard. TSLA was down one valuation also it got too much meat to trim to at least 50 or 100dma.
Lots of things can be common sense, butt why the Banks are also down if Fed is going to change wordings on Rate? Beats the sheet out of me. Maybe people don't believe what they said?
even some tech or Chinese funds are making room for BABA to arrive, amazing...
Yahoo will reduce its stack on BABA from 22.4% down to only 16.3%, Softbank from 34.1% to 32.4%, Yahoo's Core was worth Negative and the share price has been pumped Up a lot. It remains to be seen if the Yahoo traders will take Dump Yahoo and make room for BABA or not. That's a question, not an answer.
Uncle has no clue whatsoever why SPWR and SUNE were also down so much, we don't need them to go down with the Chinese Solar in Sympathy, maybe they can't get enough cheap panels for Bigger projects due to this Anti-Chinese Tariff? Just some thought.
Neither $2.90 nor $3.00 will do, IF there're really bidding war going.
Who knows if this is some sort of "Pump and Dump" scheme?
All momentum stalks got dumped, TSLA, TWTR, FB whatever whatever to make room for big BABA listing Friday... Chinese solars also tanked...
Linkedto Partners announced that it was recently approached by two Nasdaq traded healthcare companies whom expressed interest in a merger or buyout of Delcath Systems. Linkedto added, "We will get back in contact with the Delcath Board to pass on the two interested parties contact information. The Delcath Board has failed shareholders and the Delcath Management have also failed shareholders. We believe with these two other public companies' interest there are there at least three potential bids for the company on the table to consider as soon as possible."
and is it 2 or 3 bidders?
Nobody knows! Who are they?
//Armed and ready with YHOO at $35
Ready to dump at $58.//
Now you're interested in Alibaba? Did you get SFTBY when I told you at $36? Uncle was not selfish to take a bite myself, Uncle "discovered" that Softbank trades here in USA too late butt Uncle shared it with yo too.
Yahoo was "worth" nothing, as a matter of fact "negative", before all the Fools in USA started buying up recently. Look at how dumb all the analysts told people to do when it was recently (kind of) based in the $33, they kept telling people to sell it off in the $36-37 range down to $33. Now everyone wants to get in over $40+?
Yahoo will sell 121.7m and keep 401.8m shares of Alibaba, that's 121.7m sold at IPO price and paying 35%+ tax, the rest 401.8m has the "value" of Alibaba after IPO to be reflected on YHOO market cap. Who knows what the dumb Yahoo is going to do with the Cash and yo think it's going over $50? Dream on. Uncle has over 100 Yahoo options priced to be dumped, they're deep into the money 2015 LEAPS, along with YHOO shares that will be ALL sold next week. Uncle will keep all the SFTBY; yo no like the Corean Japanese butt Uncle thinks he's a wonder boy/CEO.
What Gordon forgot about is TSL's inventory, which stands at $451m.
Comrade Zangnut is working on some sort of confirmation from the company as to their 400mw panels sitting at the "bonded" warehouse, those could be sold outside of Red China at good prices.
The dumb Chinese CEOs and CFOs have, in the past, done nothing to "answer" Gordon's accusations, all Gordon's followers have taken that "Silence" as "guilty" verdicts as usual.
Say something. It's time to Fight Back!
Please Fight like an Adult and shut that Little Girl Gordon Up!
Gordon's clients are crying foul on TSL's comments again; they still don't know if they should stay short or simply lick their wounds Covering; TSL should come up with more News apparently.
Some news about their Jiansu Projects will Help.
Also ask when they're going to connect a few MW project to the Grid. A little at a time is good, or something like working hard to get the projects connected is also fine if they don't have sheet to say. We're asking them to lie, even they lie all the time when they get excited.