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Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8496 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 10:09 pm: |
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solar leasing concept....terrific ideas tho vastunnaru solar companies ippudu.... http://www.reuters.com/article/2014/09/03/germany-utilities- solar-idUSL6N0QD2XU20140903 and also add yield co....spinn off a power generating utiltiy company.... if u have time Trina meeda konchem reserach cheyyandi annai |
   
Pipeline
Hero Username: Pipeline
Post Number: 10355 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 10:06 pm: |
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Vjawarrior:
they need more like these..http://www.firstsolar.com/en/about-us/projects/topaz-solar-f arm We did lot of DD on this particular plant and backed off at the end. Then Buffett thatha bought it for $2B |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8495 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 10:02 pm: |
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Pipeline:They are supposed to have a huge deal signed with china for a plant near Mongolian border. Don't know the recent developments. Nenu ee madya kaalam lo follow avaledu ee company news.
T lo deal pattaru FSLR vaallu...I think they might get more deals in India esp with Modi's push for solar |
   
Pipeline
Hero Username: Pipeline
Post Number: 10354 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 10:01 pm: |
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Vjawarrior:
their panels are made mostly in eu and Malaysia. They are supposed to have a huge deal signed with china for a plant near Mongolian border. Don't know the recent developments. Nenu ee madya kaalam lo follow avaledu ee company news. |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8492 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:59 pm: |
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Pipeline: I know FSLR bjp very well, in fact I was part of M&A team that negotiated 4 deals with them. Know most of their executive management.
for some reaosn fslr ni tokkutnnar...100 lo undaali ee stock...may be chinese competitors are hurting them |
   
Pipeline
Hero Username: Pipeline
Post Number: 10352 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:57 pm: |
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Don't know why bjp came after FSLR. Auto correct tho chasthanna. |
   
Pipeline
Hero Username: Pipeline
Post Number: 10351 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:56 pm: |
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Vjawarrior:
nenu cheppedi we can't trust Chinese firms be it their accounting or sales numbers. Govt support eppudu vuntundi eppudu vundado evadiki thelusu. Inkoti entante manaki boledu options vunnayi ikkada market (am not saying specifically solar) why to take additional risk antanna. I know FSLR bjp very well, in fact I was part of M&A team that negotiated 4 deals with them. Know most of their executive management. |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8488 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:52 pm: |
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Pipeline:We have enough plays in any field here in North America, no need to take additional risk.
no annai...Chinese have become kings in solars/....be it efficiency/deals/cost/watt...also the solar glut is gone now....poly silicon prices are upp and chinese govt is supproting solar hugely....huge money...check Trina solar /JKS..ippudu Yield co/leasig ane kotha concepts thi vastunnaru...also India/pak and other SE asian countries lo huge demand for solar anta......oka saari choodandi...American solars lo I like FSLR... |
   
Pipeline
Hero Username: Pipeline
Post Number: 10347 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:47 pm: |
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Vjawarrior:
nenasalu options modalettindi ee year. Adi kooda only with a limited budget, saradaaki. Poyina parledu life impact avadu aa mothaniki. Solar power business (real plants, PPAs, suppliers etc) in North America varaku ayithe naa kante ekkuva ee db lo evariki theleedu anukuntanna. China lo business enti anedi naaku theleedu. We have enough plays in any field here in North America, no need to take additional risk. |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8486 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:43 pm: |
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abt solars...some one posted this...he is a big time solar stocks trader...check this bro...looks like China solars time is again coming upp.... "You can now simply drop that "IF"; this is babystep forwarding is just a warm up, even with a couple of corrections on the way as the market approaches overbought territory, stochastically. As far as RSI goes we will go Higher. Don't count on the Bear Raids here and there, 18 is simply 14-10+4 mathmetically and technically speaking. Look beyond all the technical nonsense, they're for lower pay technicians, look at the more defined new China Policy, and start thinking about module shortages in the coming months, and if you got more than One Head to think make sure you put all of them in good use. The Supply-Demand site is already boosting the module ASP upward, and every single penny means Big profits for high produced tier 1 players. Uncle insists people hold tight on CSIQ, JKS, TSL and don't give up on JASO which has been unfairly manipulated and shorted. You can Sell and take profits, butt make sure you come back quickly before your luck runs out. " |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8481 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:34 pm: |
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Newguy123: AAPL 85 calls check cheyi , alage vuntayi
is it...may be im wrong in my thinking then... Gold nhale padutundi guru...any predictions on this... Farmer pick NOR has been on a bull ride... |
   
Pipeline
Hero Username: Pipeline
Post Number: 10342 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:31 pm: |
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Vjawarrior:
you are right on the risk side but the reward goes with the amount of risk you take. It looks like you are not fully convinced about the underlying's prospects in the near term. |
   
Newguy123
Megastar Username: Newguy123
Post Number: 22173 Registered: 01-2009 Posted From: 24.44.14.209
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:30 pm: |
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Vjawarrior:risk on a 50 call is very less annai....it protects from flat trading and also if the stock doesnt rally until November...OTM's decay very faster....I got interested in this mainly due to the HUGE OI in this...may be Im being too defensive here
AAPL 85 calls check cheyi , alage vuntayi |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8479 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:29 pm: |
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Pipeline: If you are really bullish and if the stock really gets there by that time, your option would be worth around $6 and that's almost a 4 bagger. Where are if you buy $50 option at $14, $6 gain on $14 is not that much..still good but relatively less attractive.
risk on a 50 call is very less annai....it protects from flat trading and also if the stock doesnt rally until November...OTM's decay very faster....I got interested in this mainly due to the HUGE OI in this...may be Im being too defensive here |
   
Pipeline
Hero Username: Pipeline
Post Number: 10341 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:27 pm: |
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On the flip side, you will have some value left if the stock goes south (in$50 case) and zero in $70 case. |
   
Pipeline
Hero Username: Pipeline
Post Number: 10340 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:26 pm: |
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Let's say your target price is $70 for year end. Jan 15 $70 call vachi trading around $1.6 If you are really bullish and if the stock really gets there by that time, your option would be worth around $6 and that's almost a 4 bagger. Where are if you buy $50 option at $14, $6 gain on $14 is not that much..still good but relatively less attractive. |
   
Pipeline
Hero Username: Pipeline
Post Number: 10337 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:12 pm: |
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Vjawarrior:
think about what %return you will get if it goes up by say $1. Try that with different price points. Too deep ITM vi konatam kante okkosari actual underlying konatam better. |
   
Newguy123
Megastar Username: Newguy123
Post Number: 22170 Registered: 01-2009 Posted From: 24.44.14.209
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 09:00 pm: |
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Vjawarrior:wag share price is 64 now....jan 50 call is 14.7.which is equal to 64.7...so i felt thgis is a terrific value pick and add to it the HUGE OI. Am I wrong in my analysis
deep in the money calls alage vuntayi general ga.. |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8467 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 08:52 pm: |
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Pipeline:ardham kaala, explain please.
wag share price is 64 now....jan 50 call is 14.7.which is equal to 64.7...so i felt thgis is a terrific value pick and add to it the HUGE OI. Am I wrong in my analysis |
   
Pipeline
Hero Username: Pipeline
Post Number: 10328 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 08:45 pm: |
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Vjawarrior:
ardham kaala, explain please. |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8463 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 08:40 pm: |
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Pipeline:Why so deep ITM?
super value annai...look at the OI and also the option is just 70 cents more than the current market price of WAG when u sum it up with the strike 50 |
   
Pipeline
Hero Username: Pipeline
Post Number: 10319 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 07:47 pm: |
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Newguy123:
nenu ade anukuntanna, typo emo |
   
Newguy123
Megastar Username: Newguy123
Post Number: 22166 Registered: 01-2009 Posted From: 24.44.14.209
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 07:43 pm: |
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Pipeline:Why so deep ITM?
70 ayi vuntadi  |
   
Pipeline
Hero Username: Pipeline
Post Number: 10317 Registered: 05-2009 Posted From: 68.147.231.162
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 06:58 pm: |
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Why so deep ITM? |
   
Vjawarrior
Side Hero Username: Vjawarrior
Post Number: 8462 Registered: 02-2014 Posted From: 71.228.237.119
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 05, 2014 - 06:01 pm: |
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WAG 50 Jan calls soodandi....bahu muchatagaa unnai |