kitosdad
- 08 Aug 2007 13:18
- 1508 of 3050
260p is about right cny, if 400p gives out.
goldfinger
- 08 Aug 2007 13:25
- 1509 of 3050
LOL, and theres me thinking the itinerant advfn puffer had me on filter.
Oh dear, it just gets worse from him.
Cynic as the tipster sheet just dropped sola this lunchtime????.
goldfinger
- 08 Aug 2007 13:28
- 1510 of 3050
Interesting post from Tad on ample..
Michael Porter's analysis is used by many analysts in evaluating investments.
Porter says there are 5 competitive forces on every business
1 Existing competitive rivalry between suppliers
2 Threat of new market entrants - barriers to entry
3 Bargaining power of buyers
4 Power of suppliers
5 Threat of substitute products (including technology change)
I would argue that 2 and 3 are key to the success of SOLA. Barriers to entry are all important, and if other competitors can sell cheaper than SOLA customers will buy from them. My fear is that this will become a commodity and the lowest price producer will be the winner. (sadly not sola)
There is also another issue in the availability of raw material which I believe will become increasingly limited due to demand (PV Crystalox AIM Listing Document). This includes waste used by SOLA. Using the supply - demand relationship the price should increase. Manufacturers of solar panels will then need to increase their prices to make profits and there will become a time when the panels will become too expensive, so an equilibrium will occurs and the lowest price suppliers will be the winers. At this stage no-one knows who they will be.
In my opinion SOLA has gone through the rapid development stage and turned into a supplier of a commodity where price is all important.
Previously I compared SOLA to Vodaphone and was slated. Obviously they are not directly comparable but in one way they are. Vodaphone was rated as a leading-edge technology company then after the dotcom collapse rerated as a utility. In the same way SOLA may be going through the same stage of metamorphosis from a leading-edge new energy company into a commodity company with all the problems that brings.
goldfinger
- 08 Aug 2007 13:32
- 1511 of 3050
Looks like the MMs have got hold of your tip sheet news Cynic.
Sp dropping again and under pressure.
kitosdad
- 08 Aug 2007 13:48
- 1512 of 3050
LOL. Let's just ignore the trade figures shall we. It suits our case. LOL.
goldfinger
- 08 Aug 2007 13:58
- 1513 of 3050
Today isnt it when directors can sell their stock.
Just noticed a big 47 thousand sell.
kitosdad
- 08 Aug 2007 16:01
- 1514 of 3050
Man ... look at all those bloody blues. Now 260p will take forever to get here.
Sentiment driven, of course. Let's ignore it.!!!
kitosdad
- 08 Aug 2007 16:07
- 1515 of 3050
Couldn't find your 47,000 sell Slats, but did notice a 66,000 buy.
kitosdad
- 08 Aug 2007 16:37
- 1516 of 3050
Now, THAT'S what I call BIG sells. 260p here we come.
ps ... and big buys. LOL.
goldfinger
- 08 Aug 2007 23:38
- 1517 of 3050
By the way diddles on carter and carter....
LOL LOL LOL LOL LOL LOL LOL LOL LOL.
Oh dear diddles Im 22% up and in quick time.
Thats just under 8 grand. Not a bad punt. Ive closed out.
Might be a lot more to come but 8 grand in 3/4 weeks aint bad............... NICE
goldfinger
- 08 Aug 2007 23:42
- 1518 of 3050
Dont get greedy diddles boy.
I see you didnt have the balls to carry this one through.
lost out when the money was there for a steal.
Oh dear yet again.
kitosdad
- 09 Aug 2007 07:24
- 1519 of 3050
GREED is good. Well done on CART.
How's that fat bastard Mate of yours doing with his short on it.? Go and taunt him. I had no interest in CART, but as I said to your other tipsy pal Tom, I would have went long on CART if I'd punted. It's all there in black and white on "you know where."
Now go and spend some of your winnings on a good night-school course in English. LOL.
goldfinger
- 09 Aug 2007 09:37
- 1520 of 3050
Hes added to his sola short he tells me. Forgot to ask him what price.
Says hes going to war on small broker houses cos their aint the floats going off like last year and moneys more expensive to borrow.
goldfinger
- 09 Aug 2007 09:38
- 1521 of 3050
Could be the day of reckoning for sola.
That 4 support looks about to give way. looks to me like bullish Pis have given up the ghost.
goldfinger
- 09 Aug 2007 09:42
- 1522 of 3050
First time Ive seen that blue line go off the chart on money am. Look above.
This ones quickly gone down the razzle.
cynic
- 09 Aug 2007 09:45
- 1523 of 3050
don't gloat prematurely .... in fact, don't gloat at all; it's very bad manners! ...... markets certainly look to be heading for a soggy day and if this carries across to US as indicated and arguably overdue after several heady days, then 400 will certainly be tested .... however, testing and continuing south are very different
kitosdad
- 09 Aug 2007 09:50
- 1524 of 3050
Blimey, you were close to orgasm there GF.
Cyn, you are nearer than me ... throw a bucketful of cold water on him will 'ya mate.
Greyhound
- 09 Aug 2007 09:51
- 1525 of 3050
We've twice tested below 400p before where we went to about 390p before recovery. A close below 400p is the key (if you're short!)
kitosdad
- 09 Aug 2007 09:58
- 1526 of 3050
Grey ........ I 'aint nothing at the moment, but I don't want to ramp it down. Just waiting to see how the Market treats us all today. I do not have a broker who allows shorting, so it matters little to me where to enter to short.
goldfinger
- 09 Aug 2007 10:04
- 1527 of 3050
Cynic, dont be too premature, its just gone through the 4 quid mark.
What level now TAers????.