G*******s
发帖数: 10605 | 1 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到 |
d*****d
发帖数: 10658 | 2 有没有人准备现在进去烧的?难道都相信FSLR趋势反转了?
【在 G*******s 的大作中提到】
: 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到
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G*******s
发帖数: 10605 | 3 图形挺好的，我就准备拿着一些种子等FSLR哪天上100了
【在 d*****d 的大作中提到】
: 有没有人准备现在进去烧的?难道都相信FSLR趋势反转了?
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T*C
发帖数: 5492 | 4 你啥时候喊的？
【在 G*******s 的大作中提到】
: 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到
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G*******s
发帖数: 10605 | 5 5月17日
发信人: GoRockets (火箭加油), 信区: Stock
标 题: Commodity存在巨大的机会
发信站: BBS 未名空间站 (Thu May 17 22:51:43 2012, 美东)
但是要捞到相对的底相当不容易，建议大家多去看看历史的图，看看哪些信号管用
例如，如果你要玩太阳能，做足分析，哪个player最能survive, 我现在准备在适当的
机会买入FSLR, 如果大牛们有什么内线情况，业绩分析赶紧通知俺一下
还有数不清的领域都是血淋淋：化肥，煤，挖各种矿的
稀土俺就不说了，祝福MCP
【在 T*C 的大作中提到】
: 你啥时候喊的？
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T*C
发帖数: 5492 | 6 牛，不过这里很少有人做这么长线的吧
【在 G*******s 的大作中提到】
: 5月17日
: 发信人: GoRockets (火箭加油), 信区: Stock
: 标 题: Commodity存在巨大的机会
: 发信站: BBS 未名空间站 (Thu May 17 22:51:43 2012, 美东)
: 但是要捞到相对的底相当不容易，建议大家多去看看历史的图，看看哪些信号管用
: 例如，如果你要玩太阳能，做足分析，哪个player最能survive, 我现在准备在适当的
: 机会买入FSLR, 如果大牛们有什么内线情况，业绩分析赶紧通知俺一下
: 还有数不清的领域都是血淋淋：化肥，煤，挖各种矿的
: 稀土俺就不说了，祝福MCP
|
o**y
发帖数: 1466 | 7 牛!
http://www.mitbbs.com/article_t/Stock/34279873.html
【在 G*******s 的大作中提到】
: 5月17日
: 发信人: GoRockets (火箭加油), 信区: Stock
: 标 题: Commodity存在巨大的机会
: 发信站: BBS 未名空间站 (Thu May 17 22:51:43 2012, 美东)
: 但是要捞到相对的底相当不容易，建议大家多去看看历史的图，看看哪些信号管用
: 例如，如果你要玩太阳能，做足分析，哪个player最能survive, 我现在准备在适当的
: 机会买入FSLR, 如果大牛们有什么内线情况，业绩分析赶紧通知俺一下
: 还有数不清的领域都是血淋淋：化肥，煤，挖各种矿的
: 稀土俺就不说了，祝福MCP
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J*********t
发帖数: 375 | |
j********e
发帖数: 1192 | 9 DT买17$的put，0.51进，盘尾0.73出，吃了个buffet
【在 G*******s 的大作中提到】
: 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到
|
d*****d
发帖数: 10658 | 10 惭愧,我怎么看图形觉得和ANR ACI差不多的呢,这两天是short squeeze吧,而且天量更
要小心了.
【在 G*******s 的大作中提到】
: 图形挺好的，我就准备拿着一些种子等FSLR哪天上100了
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n****r
发帖数: 580 | 11 大牛指导下，为啥季报这么牛， 今天要走底。 我还以为庄稼震仓要飞。早上入了一些
能留着吗？ |
G*******s
发帖数: 10605 | 12 我的目标是长线，所以短线的问题不知道，FSLR是太阳能里面的最强股，如果整个太阳
能产业歇菜的话它也会完蛋，但是如果有下一波太阳能的话它会轻松回到50甚至100
【在 n****r 的大作中提到】
: 大牛指导下，为啥季报这么牛， 今天要走底。 我还以为庄稼震仓要飞。早上入了一些
: 能留着吗？
|
s******e
发帖数: 696 | 13 如果整个太阳能产业歇菜的话它也会完蛋 - that's wrong :) it will be great for
fslr as there's less supply in the market.
【在 G*******s 的大作中提到】
: 我的目标是长线，所以短线的问题不知道，FSLR是太阳能里面的最强股，如果整个太阳
: 能产业歇菜的话它也会完蛋，但是如果有下一波太阳能的话它会轻松回到50甚至100
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w***h
发帖数: 273 | 14 I tried twice and stopped out twice with 3-5% loss. So FSLR is not my cup of
tea.
【在 G*******s 的大作中提到】
: 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到
|
y*******o
发帖数: 6632 | 15 it may have a technical retreat recently,
but in the long run, it is in very good shape in US market, has limited
european exposure. So it should be fine while most China solar company may
go bankcrupt. then it is its time to go up and up due to the less
competition.
it has a p/b at 0.5 and most important, it has very limited debt. If the p/b
goes to 0.8, it will goes up to 35 for sure. There will be a short term
technical pull-back and huge short squeeze is going on.
for
【在 s******e 的大作中提到】
: 如果整个太阳能产业歇菜的话它也会完蛋 - that's wrong :) it will be great for
: fslr as there's less supply in the market.
|
w***h
发帖数: 273 | 16 40% of FSLR revenue came from German(So limited european exposure is WRONG
STATEMENT). Its factory in German WILL be closed in 2012. So will the
factory in Malaysia. the book value probably decrease 80% after all those
factories close. so p/b might not be that important.
If the backlog runs out on FSLR, it will go back to where it started. In the
meanwhile, let us watch the short squeeze.
/b
【在 y*******o 的大作中提到】
: it may have a technical retreat recently,
: but in the long run, it is in very good shape in US market, has limited
: european exposure. So it should be fine while most China solar company may
: go bankcrupt. then it is its time to go up and up due to the less
: competition.
: it has a p/b at 0.5 and most important, it has very limited debt. If the p/b
: goes to 0.8, it will goes up to 35 for sure. There will be a short term
: technical pull-back and huge short squeeze is going on.
:
: for
|
y*******o
发帖数: 6632 | 17 I agree with you partially on the book value,
but its total Property Plant and Equipment is 1.8B, which including all of
its factory (US, Europe, and Asia) and its book value is 3.5B. Even if it
write down half of its PPNE, its p/b is just at 0.75 level. It will generate
lots of cash in recent 2 years due to all unearned revenue. It has 700m
cash in hand so far and the market cap is 1800M. So I think the company is
valued at a very low level. If the industry is gone, it dies for sure, but
if the industry has someone remaining, it will be the one.
the
【在 w***h 的大作中提到】
: 40% of FSLR revenue came from German(So limited european exposure is WRONG
: STATEMENT). Its factory in German WILL be closed in 2012. So will the
: factory in Malaysia. the book value probably decrease 80% after all those
: factories close. so p/b might not be that important.
: If the backlog runs out on FSLR, it will go back to where it started. In the
: meanwhile, let us watch the short squeeze.
:
: /b
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b*****2
发帖数: 651 | 18 48空的, 18左右COVER的. 再搞这么两次准备退休.
【在 G*******s 的大作中提到】
: 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到
|
s******e
发帖数: 696 | 19 they have already closed their factory in europe and had a huge huge write
down last quarter. so the book value had already dropped. yet pb is still
very low. i think it's 0.5?
even if it gets no more new business, the contract they have in their
backlog is around 6 billion, and that's signed contracts. their net margin
is about 11 pct for these. so that's about 600 million. plus 600 milion cash
, that's close to current market cap.
in the er conference call, the ceo says they sighed $200 million new
contracts, and currently negotiating 1bn more.
lastly many of their competitors have a lot of debt. many utitities stop
buying from asian supplier (stp) due to afraid of warranty wont be honored
if supplier go bust.
the
【在 w***h 的大作中提到】
: 40% of FSLR revenue came from German(So limited european exposure is WRONG
: STATEMENT). Its factory in German WILL be closed in 2012. So will the
: factory in Malaysia. the book value probably decrease 80% after all those
: factories close. so p/b might not be that important.
: If the backlog runs out on FSLR, it will go back to where it started. In the
: meanwhile, let us watch the short squeeze.
:
: /b
|
s******e
发帖数: 696 | 20 they have already wrote down their europe assets in the last few quarters.
if u take their current assets munus their current liabilty, that will be
the cash u will get if they get liquidated immediated.well,maybe minus some
more assuming u will have to sell inventories at at discount. the final
amount is close to current market cap.
generate
【在 y*******o 的大作中提到】
: I agree with you partially on the book value,
: but its total Property Plant and Equipment is 1.8B, which including all of
: its factory (US, Europe, and Asia) and its book value is 3.5B. Even if it
: write down half of its PPNE, its p/b is just at 0.75 level. It will generate
: lots of cash in recent 2 years due to all unearned revenue. It has 700m
: cash in hand so far and the market cap is 1800M. So I think the company is
: valued at a very low level. If the industry is gone, it dies for sure, but
: if the industry has someone remaining, it will be the one.
:
: the
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l*********m
发帖数: 16971 | 21 niu
【在 b*****2 的大作中提到】
: 48空的, 18左右COVER的. 再搞这么两次准备退休.
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w***n
发帖数: 1519 | 22 牛！
【在 G*******s 的大作中提到】
: 我喊过的，在12.5的那单交易了一点，在10块和7块的单子都没搞到
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