An investor should always strive to learn as much as possible about the company they are invested in (of course), and much can be learned from others (big thank you's to you El Paso, fred and others). So when an experienced investor/trader like Hendrik Alex of SA submits an article calling to establish a short position in HPJ prior to Q2 earnings, he has my attention. I am sharing my recent post to him on SA here on the yahoo message board, and I look forward to his response. His outlook is quite negative and from what I'm gathering with much of his thesis based solely on rising commodity costs. I am struggling with this as it's hard to accept that the company will not be able to manage these increasing costs to the extent of maintaining healthy margins. Hendrik has essentially written off any potential skill sets Pan has developed over the lengthy course of his governance over Highpower. My post to Hendrik Alex...... Hendrik, When you write an article such as you did, one must be open to the inquires of the readers of your words. I'd appreciate a response. It's clear that you feel Q2 has the potential to come in well under expectations. But beyond Q2 your article supports continued poor performance for Q3 and Q4 of 2017 and potentially beyond. From your article: 'Lower margins will also hurt the company's bottom line and cash flow performance, so there's a decent chance for a series of disappointing quarterly results over the course of 2017, particularly once it will be up against very strong year-over-year comparisons during Q3 and Q4.' I am asking you to please explain why you feel CEO Pan cannot or will not be able to effectively manage margin pressures derived directly from rising cobalt/raw material prices going forward for the entirety of 2017. It's a very bleak outlook you have outlined for the company. Taking my questioning a step further, if you are negative on margin performance for Highpower for all of 2017, are you equally as negative on all other battery manufactures who will be equally hampered by the rising costs of materials to build their products for 2017 as well? I'm trying to understand if you have an axe to grind with the company and it's management specifically, or if your viewpoint is more general and broad based. Thanks in advance for taking my questions Hendrik.
Fantastic news just out. AH has stock up 20%
EPJ, I believe you mentioned in a prior post that you believe this is the first time HPJ has released preliminary unaudited results. Looking back, they did it on March 7th. Here's the link: https://finance.yahoo.com/news/highpower-international-announces-preliminary-unaudited-130000464.html. I took the liberty of looking back at the pricing action on March 7th and beyond. Here is the link to historical prices. I realize the last time they did this was with respect to Fourth Quarter and Year End results. Today's preliminary on Q2 is much more significant in my opinion as we now have hit four consecutive quarters of what I deem to be explosive growth. HPJ is officially at a tipping point as I see it. Who knows how this is going to run at this stage. The way this stock trades has left me scratching my head more than I'd like. But looking at the last preliminary announcement on Q4/Year end the share price didn't do much of anything. Volume spiked the following day, but the share price didn't start moving up until about 5 days later when it embarked on it's journey to much higher prices. Here's the historical data link. https://finance.yahoo.com/quote/HPJ/history?p=HPJ
Highpower International Announces Preliminary Unaudited 2016 Fourth Quarter and Year End Financial Results Highlighted by Significantly Improved Revenues and Net Income
SAN FRANCISCO and SHENZHEN, China, March 7, 2017 /PRNewswire/ -- Highpower International, Inc. (NASDAQ: HPJ), a developer, manufacturer, and marketer of lithium and nickel-metal hydride (Ni-MH) rechargeable batteries, battery management systems, and
ahh travel day and checked to see this news... refreshing.
We just got another pre-announcement!!!! looks spectacular!!!!
Sure looks like my criticism of management was wrong.
I am sooo happy to be wrong.
No follow through on volume today. I'd like to pick up more but still not convinced this is the time. For my own sanity, I'm going to hold with what I have and wait for Q2 earnings to be revealed. Hendrik Alex on SA revealed a couple of days ago in his exchange on the message portion of his 'Compelling Short' article that he will be going short on the company 'just before' the earnings announcement. Clearly Hendrik Alex is convinced that Q2 will fail to deliver. We shall see.
7$ to 12$+ easy tomorrow
EPJ - I would like to add some JD. You think we see a retrace back to 38? Glad to see HPJ over 4 today.
Do we see 3.50 or 4.50 next? Since I am a bull I will say we see 4.50 next and before earnings. I am traveling this week but not in MAUI unfortunately just Cincinnati.
It is nice to make money while u r snoring. The market here in Maui opens at 3 am. Thx Elpj for your est..scary what 5 pct margin can make a difference and yes tsla will break 300 especially when he will need money. Rand I knew u r a smart man with smart furniture. In the hpj investors presentation they show vacuum cleaners but the upright one. I would have expected the robot ones. Weird that no trading happened in the last 10 minutes. Someone bought 200 5 dol strike price calls for August for 15 cents.
Highpower International, Inc. (HPJ) | Highpower International Announces Preliminary Unaudited Second Quarter 2017 Results
Thursday should be wild !!
The next question is... Do we sell again at $ 6.00 , or wait for $ 8.00 ?
My how times have changed. Even chairs and sofas have batteries in them now. I had no idea the smart furniture market is expected to surpass 58 billion in 2020. 'estimates that by 2020, the global smart furniture market will surpass $58 billion with demand driven by Europe, the U.S., and Asia.' Global Smart Furniture Market Overview Smart furniture refers to the furniture combined with the technology such as network capability to allow the customers to extend their furniture beyond its original analogue function. Smart furniture enables the users to listen to music, browse the internet for news, weather and recipes among other applications. It also allows the users to make and receive calls from their furniture by linking their handsets via Bluetooth. Furthermore, smart furniture can also be linked to door bells to monitor visits, open doors and control the heating and cooling systems in the household. Moreover, the smart furniture has also come up with the new model of bed that tracks the individual biometrics including movements, heartbeat and breathing and provides advice on how to improve the sleep.
Elpj I am just curious without the 2 million Gain from investment what is the eps using the same parameters, 49 mill and 19 pct margin..thx. Here is hoping to going over 4 dol next week.
Yesterday was a breath of fresh air and I hope we can enjoy more these types of days in the future. Things have gotten a tad stale of the past couple of months. With Friday's announcement on the strategic partnerships and some actual details on the partnerships being released, what do we have from those announcements in the tangible sense. Pan states these deals will bring 4 million to the top line revenues in 2017 and 15 million in 2018. Assuming a modest 20% margin on these products we're looking at approximate earnings of .05 cents a share for 2017 and .20 cents a share for 2018 based on 15 million shares outstanding. May this be just the beginning of a string of new 'strategic partnerships' to be announced in the coming two quarters. I must confess to being pleasantly surprised to come home and see some real green on the screen for a change. Still way down on this investment.
El Paso Jet
Wow, Chinese stocks are firing with "ALL CYLINDERS". Last time when this happened starting in early 2015, HPJ followed the uptrend and climbed up 25%. Just look at ASHR, FXI, YINN, CHAU, CHIQ, BABA, JD, YRD, WB, YY, EWH, ZTO......... etc.
I think we are going places. Shanghai last night climbed 45 points and is only 55 point away from 52 weeks high. Breakout from there could be something's else to see.
What I saw at the inter solar north american show was a battery pack between 100 and 150 batteries linked together that would go inside any power energy box. (I DID NOT see the significance of taking that picture, now I am sorry). So, if Goalzero sells 1 million of these boxes and HPJ gets about 100 dollars for the lithium rechargeable batteries that goes in them we get 10 million dollars revenue for HPJ.....HOWEVER THE FRYES box is our box and 100 of them is about 100k revenue. This is only from North america sales. HPJ also was in Munich 3 months ago and in China 6 weeks ago and I did not asks projections from these shows (very good was the answer to how successful was it). ELPJ wHAT DO U estimate EPS at 19% est.?