GBA Presents: RADIO SAVANT-!

vanzandt said:
I wonder why FSLR is only up 1.45%.
Isn't that the Robinhood darling?
I never followed the solars too much.
Hmph.
More...

So a 15% decrease for the installers that import panels from china.
I guess that will help the bottom line earnings using existing contracts that have already been signed, but as these things go, competition between companies will drive the prices down towards that 15% drop in wholesale costs.

upload_2022-6-6_7-26-8.jpeg


So these US companies that are up huge this morning... sell the news, albeit the shorts will pile on so the rally may hold for a bit.

The real play here is the Chinese manufacturers.
And who would be one of the largest in that sector.
Hmmmm.
Wait for it...

>>>> BYDDF. :sneaky:
 
stonedinvestor said:

STOCK OF THE DAY ARRAY

I HAVE THAD HIS DOG FOREVER. They make the transfer rotating holders that allow flexability of the panels to get the most sun.

More solar panels means more of these units.

Array Technologies, Inc. (ARRY)

11.50-0.07(-0.61%)
At close: June 3 04:00PM EDT
13.10+1.60(+13.91%)<-------------------
Pre-Market:07:19AM EDT

Description

Array Technologies, Inc. manufactures and supplies solar tracking systems and related products in the United States and internationally. Its products include DuraTrack HZ v3, a single-axis solar tracking system; and SmarTrack, a machine learning software that is used to identify the optimal position for a solar array in real time to increase energy production. The company was founded in 1989 and is headquartered in Albuquerque, New Mexico.





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Now ARRY might actually benefit some, as they're predominantly in the ancillary products market.
Plus they have a pretty high short interest to boot. 18MM shares.

Average volume is about 6M shares/day.
Sell it today Stoney when the volume crosses 17MM if it gets there.
Take the money.
Get some dry powder.

ARRY>>> $13.67 (+19%)
The institutional boys will be selling into this at the bell.
It'll probably set the high in the first 2 hours of trading. Tops.
If it goes higher. 19% is a lot for one of these type stocks.
But the 52 week high is over $25 so who knows.
200 day is almost $15.
I'd sell it Stoney if it gets anywhere near $15.
 
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The real play here is the Chinese manufacturers.
And who would be one of the largest in that sector.
Hmmmm.
Wait for it...


Ahhhhh no. The Chinese gain nothing from this. The Chinese play is Jinko JKO which I left in the weekend notes. Incred strong.>
 
stonedinvestor said:
Ahhhhh no. The Chinese gain nothing from this.
More...
Sure they do. They'll sell more. Same price, but they'll sell more.
If they don't, then these stocks that are up, are up for no reason.
Like I said, there's competition. They start dropping prices since their wholesale costs drop. To stay competitive, the next company over drops theirs a little more. And back and forward they go. Eventually its a wash.
The only gain... AS I SAID.... is in contracts that have already been signed with the revenue as yet unrecognized.

Stoney... you're a liberal arts major.... let me worry about how things work in the real world.
 
The head muckity mucks have done some dancing lately.

TIMELINE-

-GBA called for S&P 4200 -

At that time prognosticators were evenly split up/down

Then a lot of folks started to agree with GBA.

-GBA went further and stretched the top of the range to 4400 but stated the market cannot go higher than that with current earn picture.

Then some talking heads followed up with 4300 right in the middle of our range.-

-So GBA took the 4300 as target.

Last week at HF met with guy who stuck to his 4300 target... by end of year.<-- Woa buffy! Woa Up! Cowboy.. end of year! WTF :vomit:

Another very smart dude was on Bloomberg early this morning and he called for 4300 as well That is the number but by end of Aug <---- That's my Aug rally... Not now.

So what does that all mean for now?

GBA sees a period of flatness. Lower vol. > UNLESS we Get A Great Report on Inflation Fri...

It seems to me we are still one cycle away from seeing a real inflation downturn.... you never know...o_O
 
And yes, solar panels represent a minute portion of BYDDF's revenue... I only threw out that they are a top manufacturer... because I love talking my book. :cool:
It will have nil effect on the stock lol.
 
Current solar farms can only take the amount that are being bought now there will be no additional sales. for China. Everything is in the system alredy for the next year. Margins for 24 months will look MUCH better for the US co's not china.>>

That doesn't mean ignore China they have their own party going on. I watched Asia Bloomberg last night they are not investing over here! China market will be strong.
 
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