REC - Pvinsights ned 1,15%
Det ser ikke ut til at lyset tennes i tunnelen med det første. Pvinsights.com melder om nedgang denne uken også, over hele linjen:
PV Grade PolySilicon (9N/9N+) 12.89 9.77 11.160 Negative Change Sign-0.13 Negative Change Sign -1.15%
2nd Grade PolySilicon (6N-8N) 10.90 7.35 8.940 Negative Change Sign-0.11 Negative Change Sign -1.22%
PV Grade PolySilicon (9N/9N+) 12.89 9.77 11.160 Negative Change Sign-0.13 Negative Change Sign -1.15%
2nd Grade PolySilicon (6N-8N) 10.90 7.35 8.940 Negative Change Sign-0.11 Negative Change Sign -1.22%
Redigert 21.01.2021 kl 02:54
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MichaelJordan
04.07.2018 kl 12:02
4962
Who gives a rat's ass about what pvinsights reports about the poly prices?
ML is scheduled to be shut down, remember?
It is now; the worst it gets the better it is for REC!
ML is scheduled to be shut down, remember?
It is now; the worst it gets the better it is for REC!
Redigert 21.01.2021 kl 02:54
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Sofafilosof
04.07.2018 kl 12:03
4950
... og opp (!) 3.75% i Kina (flatt ut av Kina), se https://pv.energytrend.com/pricequotes.html
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MichaelJordan
04.07.2018 kl 12:05
4933
Sa2ri,
You started sounding like a drama queen. You are obviously shorting also!
You started sounding like a drama queen. You are obviously shorting also!
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MichaelJordan
04.07.2018 kl 12:11
4881
It should be clear to everyone that anyone who is repeatedly posting negative info and rumours about REC is a person who is shorting in REC!
Like this Sa2ri here.
Like this Sa2ri here.
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BackCliff
04.07.2018 kl 12:13
4863
typisk suckers rally :D
proffene selger og shorter, mens amatør-nettløker kjøper dritten for harde livet LOL
proffene selger og shorter, mens amatør-nettløker kjøper dritten for harde livet LOL
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MichaelJordan
04.07.2018 kl 12:15
4850
Yes, very typical :-) Now sell some more and we will see about who is sucking the best!
You are just a positive PW or an innocent bid away from getting gang-banged by the long investors!
You are just a positive PW or an innocent bid away from getting gang-banged by the long investors!
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BackCliff
04.07.2018 kl 12:18
4835
NSG hadde mange slike suckers rally før det endelig ble kroken på døren og amatørene satt igjen med skjegget i postkassen :D
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Sofafilosof
04.07.2018 kl 12:18
4826
Dårlig dag idag, BackCliff? Bare dekk shorten din nå, mens andre som heller ikke er raske til å snu på femøren fremdeles selger ut fra gammel informasjon. Polypris har allerede bunnet, og snart må PV-kjeden ha påfyll! Regner faktisk med en god dag den 19/7 vedrørende fremtidsprognosen.
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MichaelJordan
04.07.2018 kl 12:20
4813
Proves only my point that you can even compare NSG with REC! You are a downright malicious shorter.
NSG was a dinosaur, out of its time. Selling newspaper in an electronic / iPAD age? Doomed to fail.
REC is ahead of its time, its market is only getting bigger. Solar is the future.
What happens now is a temporary political bottleneck for REC. China is using its market as an instrument against USA.
In time, more and more countries will switch over to solar: INDIA, AFRICAN COUNTRIES, etc..
NSG was a dinosaur, out of its time. Selling newspaper in an electronic / iPAD age? Doomed to fail.
REC is ahead of its time, its market is only getting bigger. Solar is the future.
What happens now is a temporary political bottleneck for REC. China is using its market as an instrument against USA.
In time, more and more countries will switch over to solar: INDIA, AFRICAN COUNTRIES, etc..
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Sofafilosof
04.07.2018 kl 12:23
4779
Husk TTs digresjon på conference call på mandag (fritt oversatt): "Taiwan er en pilot test for REC". Og det sier CEO, som for polysil fra ML foreløpig kun har kunder i Taiwan!
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Skurk82
04.07.2018 kl 12:26
4754
Er det mulig å finne conference call'en i opptak noen sted? Finnes den?
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MichaelJordan
04.07.2018 kl 12:28
4721
So, to you all shorters:
Smoke'em if you got'em! Welcome to short more!
Smoke'em if you got'em! Welcome to short more!
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MichaelJordan
04.07.2018 kl 12:46
4618
When was the last time we had these good old 40-50% short-squeezes?
The higher REC gets, the harder they need to short now! Important to get them into this death spiral which will lead to short squeeze!
The higher REC gets, the harder they need to short now! Important to get them into this death spiral which will lead to short squeeze!
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MichaelJordan
04.07.2018 kl 14:46
4283
One interesting thought experiment:
Any loss from 1.5 is lower bounded by 1/3 of it, due to tax return on loss. So, literally, 0.5 is the ULTIMATE LOWER LIMIT for REC share, anything below you will get refunded from the government. Nice to know when REC share is 0.8.
This shows what crazy upside we have in REC! The shorters are sitting on a ticking bomb!
Any loss from 1.5 is lower bounded by 1/3 of it, due to tax return on loss. So, literally, 0.5 is the ULTIMATE LOWER LIMIT for REC share, anything below you will get refunded from the government. Nice to know when REC share is 0.8.
This shows what crazy upside we have in REC! The shorters are sitting on a ticking bomb!
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MichaelJordan
04.07.2018 kl 14:50
4268
Everyone can easily calculate their own ULTIMATE LOWER LIMIT for REC by taking 1/3 of their average REC entry price. Below this value there is no point of selling it!
This makes you stand stronger against the shorters!
This makes you stand stronger against the shorters!
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Skurk82
04.07.2018 kl 15:02
4218
Takker, Sofafilosof :)
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Sa2ri
04.07.2018 kl 15:31
4117
DnB firer flagg, og det skulle ikke forundre meg om også dette er positivt "noen":
"Flaggemelding i REC Silicon ASA
Fond forvaltet av DNB Asset Management AS solgte i går 03.07.2018 13.946.580 aksjer i REC NO.
Fond forvaltet av DNB Asset Management AS eier etter dette 120.030.948 aksjer i REC NO. som utgjør en eierandel på 4.7185% av utstedte aksjer i selskapet."
https://newsweb.oslobors.no/message/455089
"Flaggemelding i REC Silicon ASA
Fond forvaltet av DNB Asset Management AS solgte i går 03.07.2018 13.946.580 aksjer i REC NO.
Fond forvaltet av DNB Asset Management AS eier etter dette 120.030.948 aksjer i REC NO. som utgjør en eierandel på 4.7185% av utstedte aksjer i selskapet."
https://newsweb.oslobors.no/message/455089
Redigert 21.01.2021 kl 02:54
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Sofafilosof
04.07.2018 kl 15:37
4091
De angrer bittert allerede idag!
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MichaelJordan
04.07.2018 kl 15:39
4074
Why should it matter at all?
They make more money on REC trades than the REC shares!
What do you do for living again?
They make more money on REC trades than the REC shares!
What do you do for living again?
Redigert 21.01.2021 kl 02:54
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MichaelJordan
04.07.2018 kl 15:41
4059
DnB makes many times more money by stimulating handle in REC than the pay-off from REC share themselves!
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Sa2ri
04.07.2018 kl 15:45
4037
Og, så kan vi jo ta med den oppdaterte listen over synlig short som vår nye venn MichaelJordan er så glad i, dette slik at han kan diskutere med seg selv i et par timer til:
BLACKROCK INVESTMENT MANAGEMENT (UK) LIMITED 30 412 583 1,19% 03.07.2018
OXFORD ASSET MANAGEMENT LLP 16 135 411 0,63% 03.07.2018
MARSHALL WACE LLP 42 498 361 1,67% 02.07.2018
GAM CAPITAL MANAGEMENT (SWITZERLAND) LTD LUGANO BRANCH 39 994 087 1,57% 27.06.2018
GSA CAPITAL PARTNERS LLP 15 505 860 0,60% 27.06.2018
UBS O'CONNOR LIMITED 13 000 000 0,51% 12.06.2018
SUM 157 546 302 6,17%
BLACKROCK INVESTMENT MANAGEMENT (UK) LIMITED 30 412 583 1,19% 03.07.2018
OXFORD ASSET MANAGEMENT LLP 16 135 411 0,63% 03.07.2018
MARSHALL WACE LLP 42 498 361 1,67% 02.07.2018
GAM CAPITAL MANAGEMENT (SWITZERLAND) LTD LUGANO BRANCH 39 994 087 1,57% 27.06.2018
GSA CAPITAL PARTNERS LLP 15 505 860 0,60% 27.06.2018
UBS O'CONNOR LIMITED 13 000 000 0,51% 12.06.2018
SUM 157 546 302 6,17%
Redigert 21.01.2021 kl 02:54
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MichaelJordan
04.07.2018 kl 15:51
3993
sa2ri,
I don't need your stupid copy paste (don't do it again). The ssr-list is available here: https://ssr.finanstilsynet.no/
And when I seem to discuss things with myself :-) I do communicate with others when they read my posts. I tell what is right and what is wrong :-) Just like you do now, people read what I write.
But shorters like you will of course never like the idea of facts coming out to people.
I don't need your stupid copy paste (don't do it again). The ssr-list is available here: https://ssr.finanstilsynet.no/
And when I seem to discuss things with myself :-) I do communicate with others when they read my posts. I tell what is right and what is wrong :-) Just like you do now, people read what I write.
But shorters like you will of course never like the idea of facts coming out to people.
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MichaelJordan
04.07.2018 kl 16:01
3959
And seriously, why didn't they flag it when they bought the shares, and why do they flag it when they sell them now?
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Sofafilosof
04.07.2018 kl 16:01
3954
Sa2ri, minner deg om at Energytrend viste polypris opp 3.75% utenfor Kina idag, og flatt innenfor. Hva sier dette deg? Kanskje begynner shorten din å brenne litt?
En svale gjør ingen sommer, men sammen med annen ny info fra de siste dagene så tyder ting på at PV-rystelsene begynner å roe seg uventet fort.
Kanskje hele næringskjeden har blitt mer justert mot "just in time"-lagerhold, istedet for den hengemyra av store lagre som lå som en klam hånd over hele næringen for noen få år siden?
En svale gjør ingen sommer, men sammen med annen ny info fra de siste dagene så tyder ting på at PV-rystelsene begynner å roe seg uventet fort.
Kanskje hele næringskjeden har blitt mer justert mot "just in time"-lagerhold, istedet for den hengemyra av store lagre som lå som en klam hånd over hele næringen for noen få år siden?
Redigert 21.01.2021 kl 02:54
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MichaelJordan
04.07.2018 kl 16:02
3950
... to scare off the little REC shareholder :-)
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gmtrade
04.07.2018 kl 16:09
3920
De flagger fordi de krysser 5% grensa
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MichaelJordan
04.07.2018 kl 16:12
3905
yeah, and they cross the 5% border only on their way down, and not up :-)
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MichaelJordan
04.07.2018 kl 16:14
3894
gmtrade skrev De flagger fordi de krysser 5% grensa
The games they play, amazing!
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Holo
04.07.2018 kl 16:15
3890
MichaelJordan skrev yeah, and they cross the 5% border only on their way down, and not up :-)
Andre veien ble flagget i januar 2017.
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MichaelJordan
04.07.2018 kl 16:17
3872
Thanks for info. So long time ago, I cannot even remember, I stand corrected then. Well, I wish them all the best :-)
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gmtrade
04.07.2018 kl 16:19
3860
MJ
Du forfekter at du presenterer fakta.
Men.. The ultimate lower limit??
Det finns ingen brytpunkter her. Antar du tenker at logikken er at du får tilbake 50øre på skatten uansett, så om kursen går i null spiller derfor ingen rolle.
Dette er selvfølgelig ikke riktig.
Selger du på 40 øre får du I tillegg skattefradraget på resterende tapt beløp fra kjøpekurs. Tapsutviklingen er derfor linjær ned til 0 kroner.
/Shortie
Du forfekter at du presenterer fakta.
Men.. The ultimate lower limit??
Det finns ingen brytpunkter her. Antar du tenker at logikken er at du får tilbake 50øre på skatten uansett, så om kursen går i null spiller derfor ingen rolle.
Dette er selvfølgelig ikke riktig.
Selger du på 40 øre får du I tillegg skattefradraget på resterende tapt beløp fra kjøpekurs. Tapsutviklingen er derfor linjær ned til 0 kroner.
/Shortie
Redigert 21.01.2021 kl 02:54
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MichaelJordan
04.07.2018 kl 16:25
3828
fact:
I buy REC for 1.5 mill. Realize the loss for 1.5 mill, I get back 1/3 of it refunded from tax. Now you do the math for what that corresponds as lower limit for yourself in terms of REC share value.
I buy REC for 1.5 mill. Realize the loss for 1.5 mill, I get back 1/3 of it refunded from tax. Now you do the math for what that corresponds as lower limit for yourself in terms of REC share value.
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MichaelJordan
04.07.2018 kl 16:27
3815
But then again; I called it 'a thought experiment', an estimate for what one should call the REC share value as bullshit!
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gmtrade
04.07.2018 kl 16:27
3813
Read and think before you answer
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MichaelJordan
04.07.2018 kl 16:33
3782
I suggest you take your own advice. The last thing I will do is to play the logical game with a shorter!
You could try Sa2ri :-)
You could try Sa2ri :-)
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MichaelJordan
04.07.2018 kl 16:39
3750
The shorters are like couple of spoiled children with stones in their hands; They can do alot of damage if you let them. But if you take away the stones, and serve couple of slaps in their faces, that will show them who is in charge in REC!
ACCUMULATE AND HOLD ON TO YOUR SHARES!
ACCUMULATE AND HOLD ON TO YOUR SHARES!
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gmtrade
04.07.2018 kl 16:50
3705
Dear friend,
I now own 505000 REC stocks, and i am not om the shorter side.
But what you say is wrong. You will loose 2/3 of your investmemt all the way down to zero. There is no braking point here.
If you sell the stocks at 50øre you will get 500tusen for the stocks AND 1/3 og the loss from 1.50. Eg. 800.000. If you sell the stocks at eg 40øre. You will get 400.000 AND 1/3 og the loss from 1.50 till 40øre. It's first when the stock hits 0 Zero, your total loss off 1 million hits in.
You can not compare actual loss with the paper loss you see on your bank screen. It may appear as You already lost 1 mill when the stock price is 50øre, but this is not the case.
Hope this was understandable, and sorry for my lack of English education..
/Shortie
I now own 505000 REC stocks, and i am not om the shorter side.
But what you say is wrong. You will loose 2/3 of your investmemt all the way down to zero. There is no braking point here.
If you sell the stocks at 50øre you will get 500tusen for the stocks AND 1/3 og the loss from 1.50. Eg. 800.000. If you sell the stocks at eg 40øre. You will get 400.000 AND 1/3 og the loss from 1.50 till 40øre. It's first when the stock hits 0 Zero, your total loss off 1 million hits in.
You can not compare actual loss with the paper loss you see on your bank screen. It may appear as You already lost 1 mill when the stock price is 50øre, but this is not the case.
Hope this was understandable, and sorry for my lack of English education..
/Shortie
Redigert 21.01.2021 kl 02:54
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