Redian新闻
>
完了! Spain cuts PV solar premiums by up to 45 pct
avatar
b*h
2
Minncai DaNiu won't care about small loss with 10 million account.
Solar is due for pullback?
avatar
m*i
3
I don't have 10 million account.
I do worry my other position PWER tomorrow.

【在 b******h 的大作中提到】
: Minncai DaNiu won't care about small loss with 10 million account.
: Solar is due for pullback?

avatar
c*m
4
Do u have hedge?

【在 m*****i 的大作中提到】
: I don't have 10 million account.
: I do worry my other position PWER tomorrow.

avatar
m*i
5
I tried to short YGE on Thursday, but I could not borrow any shares from
Scottrade and Fidelity.
I did sell 8000 shares of PWER on Friday before close, but still have pretty
sizable holding.

【在 c***m 的大作中提到】
: Do u have hedge?
avatar
o*h
6
影响有多大?不会崩盘吧
avatar
c*m
7
I guess I will short OIL/USO for the hedge if I have more than 1000 shares
of STP. Oil have a run from 70 to 79 for last 2 months. they should
retreat for a bit.
I too still have 350 STP and 200 TAN. Recently, I was mostly selling my
calls on OIL related stock/etf. These solars will make me feel bad
tomorrow. GS have selling rating on STP because of europe crisis this summer
, so I am not surprised.

pretty

【在 m*****i 的大作中提到】
: I tried to short YGE on Thursday, but I could not borrow any shares from
: Scottrade and Fidelity.
: I did sell 8000 shares of PWER on Friday before close, but still have pretty
: sizable holding.

avatar
P*B
8
solar都会被影响?

【在 m*****i 的大作中提到】
: I don't have 10 million account.
: I do worry my other position PWER tomorrow.

avatar
r*m
9
没大事,坏消息基本已经price in了。
avatar
c*m
10
how so? Does this cut is expected?

【在 r*m 的大作中提到】
: 没大事,坏消息基本已经price in了。
avatar
t*s
11
Solar集体跳水两三天了,偶还傻傻的以为是个千载难逢的地铺,现在真相大白,凶多
吉少啊。ctmd!
avatar
m*0
12
conceptually yes,
but I don't think solar would be a good hedge for traditional energy,
nor vise versa.
I think STP is a good long term stock.
but I only traded it twice within the range of 9-11.

summer

【在 c***m 的大作中提到】
: I guess I will short OIL/USO for the hedge if I have more than 1000 shares
: of STP. Oil have a run from 70 to 79 for last 2 months. they should
: retreat for a bit.
: I too still have 350 STP and 200 TAN. Recently, I was mostly selling my
: calls on OIL related stock/etf. These solars will make me feel bad
: tomorrow. GS have selling rating on STP because of europe crisis this summer
: , so I am not surprised.
:
: pretty

avatar
m*0
13
yes, this cut was expected almost the same time as PIGS came in the way.
specially spain,
although over 60%, I guess 80% is from Germany in Europe.

【在 c***m 的大作中提到】
: how so? Does this cut is expected?
avatar
n*2
14
nod
不是全部price in 也应该是七八成price in。

【在 r*m 的大作中提到】
: 没大事,坏消息基本已经price in了。
avatar
t*s
15
fslr引发集体跳水不幸让帮主言中了,看这次能否托帮主吉言没大事。

【在 r*m 的大作中提到】
: 没大事,坏消息基本已经price in了。
avatar
c*m
16
Thank you.

【在 m********0 的大作中提到】
: yes, this cut was expected almost the same time as PIGS came in the way.
: specially spain,
: although over 60%, I guess 80% is from Germany in Europe.

avatar
r*m
17
其实我倒是希望有点事,我好开捞。
我是FSLR ER前几天分批出掉了太阳能, 仅仅留了500股STP, 就这500股也亏了不少。
我会在TAN跌倒7块左右开捞。

【在 t********s 的大作中提到】
: fslr引发集体跳水不幸让帮主言中了,看这次能否托帮主吉言没大事。
avatar
t*s
18
我重仓加考,一晚上没睡好觉。盘前貌似在涨!

【在 r*m 的大作中提到】
: 其实我倒是希望有点事,我好开捞。
: 我是FSLR ER前几天分批出掉了太阳能, 仅仅留了500股STP, 就这500股也亏了不少。
: 我会在TAN跌倒7块左右开捞。

avatar
c*m
19
My call on OIL is bad. I apologize. Just sold STP Sep call stike on 12. Will
hold TAN to Dec.
avatar
m*0
20
so you are bearish on STP?
you might want to pay attention with ER on 18th, Aug.

Will

【在 c***m 的大作中提到】
: My call on OIL is bad. I apologize. Just sold STP Sep call stike on 12. Will
: hold TAN to Dec.

avatar
c*m
21
I used to love STP most. But their exposure to europe worried me. This
market is a range market. It will be down again soon. I guess everyone is
targeting solar stocks if market dive.
I prefer TAN for solar since I don't have time to watch market everyday.
How is your trading tool?

【在 m********0 的大作中提到】
: so you are bearish on STP?
: you might want to pay attention with ER on 18th, Aug.
:
: Will

相关阅读
logo
联系我们隐私协议©2024 redian.news
Redian新闻
Redian.news刊载任何文章,不代表同意其说法或描述,仅为提供更多信息,也不构成任何建议。文章信息的合法性及真实性由其作者负责,与Redian.news及其运营公司无关。欢迎投稿,如发现稿件侵权,或作者不愿在本网发表文章,请版权拥有者通知本网处理。