Alternative Energy Investor Discussions

[Russell]

'Short' Checklist for SPWR:

Steady Revenue Growth - check
Positive margin expansion - check
Fast EPS growth - check
One of the fastest growing companies - check
In the fastest growing industry in the world - check
Has a knack for crushing analyst estimates - check
Stabilizing Average Selling Prices around the world - check
Eu-China negotiated deal will make SPWR more competitive in EU - check
Analyst just upgraded SPWR yesterday - check
"Huge" second half financially coming up - check
CEO says "demand in America has been phenomenally good" - check
North America makes up over 70% of SPWR business - check
30% of Public float already shorted - check
Set up for a huge short squeeze - check

After the run up is over, I hope to be getting a big - cheque.

 

[bhuwan]

I am thinking of adding a few more dollars to SPWR after 2pm. ...

 

[fjm9898]

Looks like the Fed pulled the ole we dont want you mad at us so we are just going to let things ride. Bad news for me since i pulled some of my stock form other company's yesterday expecting a market pull back today. However, this is good news going into SPWR earnings since there no bear market holding back what should be a fun ride.

 

[sleepyhead]

Looks like the Fed pulled the ole we dont want you mad at us so we are just going to let things ride. Bad news for me since i pulled some of my stock form other company's yesterday expecting a market pull back today. However, this is good news going into SPWR earnings since there no bear market holding back what should be a fun ride.

Just like I said a couple of days ago; it was pretty predictable. The Fed finally realized that it has to underpromise (lowered economy growth outlook) and overdeliver (economy will pick up).

 

[Norse]

Any details of where I can find the report or when its gonna be out? Working 13 hours shift so cant follow to much, I even probably gotta og to sleep in two hours, so I cant follow the after-market fun!

Cheers and lets og boys! Im allin!

 

[Jonathan Hewitt]

I've had a little money out of the market the last couple days. I used it to pick up some SPWR calls last hour. I thought about selling some stuff for the ER but didn't want to go in too much.

 

[bhuwan]

I've had a little money out of the market the last couple days. I used it to pick up some SPWR calls last hour. I thought about selling some stuff for the ER but didn't want to go in too much.

What calls did you buy if you don't mind me asking.

 

[fjm9898]

I noticed extremely heavy inflation on the Premiums today. My Aug $30 calls are up 26% yet the stock has been down all day.
I guess alot of people betting on good Q2 ER

 

[sleepyhead]

I noticed extremely heavy inflation on the Premiums today. My Aug $30 calls are up 26% yet the stock has been down all day.
I guess alot of people betting on good Q2 ER

I bought some calls this morning when SPWR was cratering and they almost doubled by now. IV goes up big time before earnings.

@Norse - the results come out in 33 minutes.

 

[fjm9898]

Shame we cratered right here at the end. would of been nice going into ER with a 28.00 on the board

 

[Norse]

Sleepy,

Agree with your checklist wholeheartedly..let's hope the market see its that way as well. BTW, have you done any more research on sunedision (SUNE), which reports on August 7 before the market opens...it looks promising based on several articles I have read, although I have not done extensive leg work on it.

wtf! thoose options are really cheap

 

[touda78]

Dear John Smith,
Please be advised that SPWR's earnings report will be released today, July 31st, 2013, after market close. Since you are currently concentrated in this position, please monitor your account closely for any potential fluctuation in the stock price and cover the margin call as necessary if needed.
Please contact us if you have any questions.

Sincerely,
Questrade Client services
Questrade Inc.

Sleepy this better be good :cursing:

 

[ongba]

I bought some calls this morning when SPWR was cratering and they almost doubled by now. IV goes up big time before earnings.

@Norse - the results come out in 33 minutes.

+1...spent the last of my available funds on several additional Spwr calls during the temporary dip...

 

[Jonathan Hewitt]

What calls did you buy if you don't mind me asking.

AUG $25s. Probably stupid as if it drops I lose a bunch of money, but I'm mostly protected if it drops only a little or stays the same. I only bought 4 of them so I'm not sweating it

 

[sleepyhead]

Sleepy this better be good :cursing:

All I can say is that if I am wrong then I will lose a lot more money (relatively speaking) than all of you guys.

This is still a great long-term investment, but in the short run it is hard to tell. Buying options before earnings is just gambling, so there is a lot more risk. That said, I was confident enough to buy plenty.

 

[Svetlin]

I just paid 1.55 for 15 contracts @ $30 Aug for SPWR. I realize I am paying a premium because I waited till the last minute.... We'll see how this turns out.

This is a pure gamble for me with some of my SCTY earnings (I got in on the day of the IPO at $11, sold half at $24 and still hold the other half). Either way, thank you all for your insights into this discussion. I got burned with TSL, CSIQ and the like in the past and have been very hesitant to play in the field (until the EM effect pulled me into SCTY). The quality of the research on this board gives me more confidence to invest in solar again.

 

[fjm9898]

They are just saying that as a caution to you in case you dont know what your doing. Probably an automated email. They have no idea what is actually going to happen in the ER.
I would trust Sleepy alot more on that then your broker.

 

[Norse]

All I can say is that if I am wrong then I will lose a lot more money (relatively speaking) than all of you guys.

This is still a great long-term investment, but in the short run it is hard to tell. Buying options before earnings is just gambling, so there is a lot more risk. That said, I was confident enough to buy plenty.

Im in the same boat as u sleepy. I`ll rather lose Money than see all what I coulda gain With a push of a button. If I loose it all it`s all good! If I win, im sending you a bottle of myfavourite Norwegian beer!

GL boys!

 

[fjm9898]

Is it just me or am I the only one that has the same kinda happy butterflies that I had before TSLA Q1, haha.
This is basically like walking into Vegas and putting 5K on black. (only with a bit extra confidence)

 

[Norse]

Is it just me or am I the only one that has the same kinda happy butterflies that I had before TSLA Q1, haha.
This is basically like walking into Vegas and putting 5K on black. (only with a bit extra confidence)

I was allin on TSLA Q1, still im in With alot more this time!