Jetion Solar Share Discussion Threads

[mattjos] 12/1/2011 12:42

nice source of liquidty for HK possibly?

[chrismez] 12/1/2011 12:07

Seems like the Norwegians, having only just acquired their 5% interest have now reduced it by 650,000 shares. Wonder who they went to? Perhaps that Pingpong Company that picked up 2 mil the other day !

[cordwainer] 07/1/2011 18:25

So is that investment company that just topped up by about 2 million shares owned by (or other interest) any of the JHL directors ?

[mattjos] 20/12/2010 14:50

800k rollover it looks like. big position here

[mattjos] 17/12/2010 13:15

stock like hen's teeth all day so far

[mattjos] 05/12/2010 20:01

we have a new CEO now and the solar sector is coming to life again. we've lost CS here and gained Norges Bank as a new II .. & that was done at a deliberately depressed price by EVO with WINS assisting.
A bounce back from that was in order.
Now the sector is back in vogue.
Let's see if they give us some trading and/or contract news in the next 4-5 weeks shall we?

[chrismez] 05/12/2010 19:58

Maybe but what worries me and always has done is Management's ability to shoot itself in both feet at the same time, just when things are looking up.

It really is quite uncanny with JHL.

[mattjos] 05/12/2010 19:51

calm yourself. the sector is now in focus which is a good thing & re-ratings will folow. the hot money will punt what the journo's write about today.
the spotlight will turn here soon enough - the longer it delays the sharper the possible move upward here.
A little patience required but Jetion has been showing signs of life lately & will have its turn

[chrismez] 05/12/2010 19:35

Recent article - no mention of JHL !!

__________________________________________________________________________


Your Chance at Cheap Solar Stocks
By Nick Hodge | Friday, December 3rd, 2010

Now's your time to get into solar. I recapped solar earnings in these pages a few weeks ago, when major players like Renesola (NYSE: SOL), LDK Solar (NYSE: LDK), JA Solar (NASDAQ: JASO) and others were reporting doubling, tripling, and even quadrupling of revenue and profits for the quarter.

Now that earnings season has all but passed, we're starting to see the announcement of deals that will drive solar growth in the quarters to come.

Just look at some of the announcements from the past two days:

JA Solar Secures 10 GW Supply of Poly Wafers from GCL-Poly

Sunpower (NASDAQ: SPWRA) Building New Solar Plants in Cali and Italy

GT Solar (NASDAQ: SOLR) Announces First Orders for LED Production Equipment

Solar Inverter Shipments Hit Record High in Q3

Sharp to Invest $180 Million in New Solar Production Line

And with the recent bullish earnings and deal activity, analysts are taking notice...

Auriga initiated coverage on Renesola with a buy rating and a $20 price target, citing the Chinese company as a "low-cost polysilicon solar leader." The stock currently trades for $9.00.

The investment firm also put a Buy rating on Suntech (NYSE: STP) with an $11.00 price target and on Trina Solar (NYSE: TSL) with a $38.00 price target - both significant premiums to current levels.

Jefferies & Co. has also chimed in, reiterating a Buy rating on Trina Solar with a $40.00 price target. Folks, Trina's currently trading for less than $25.00.

Wells Fargo upgraded Yingli Green Energy (NYSE: YGE)... ThinkEquity upgraded LDK Solar (NYSE: LDK) and First Solar (NASDAQ: FSLR)...

This all happened this week. It always comes back to China

China already manufactures the most solar products and has the largest wind energy market in the world. And now the country is taking additional measures to secure its dominance of the future world economy.

Bloomberg reports this week, "China will subsidize half of the bidding contract prices for key solar equipment and create 13 industry zones as models for solar energy applications."

China's Ministry of Finance also said it wants to install 1,000 MW of solar capacity per year after 2012; it has a 20,000 MW solar target for 2020.

The Financial Times said this week a report from Ernst & Young concludes, "China has surged ahead of the rest of the world in renewable energy, creating a 'new world order' in the low-carbon sector."

________________________________________________________________________

Pity JHL isn't part of that "new world order"

[mattjos] 02/12/2010 11:08

that'll give EVO some stock now to sell on higher up

[mattjos] 30/11/2010 15:50

that's as maybe but i'm not arguing with the tape at present and the Bid is being inched up to try and free up stock, imo. Either there is a buy order being filled in the background or some of the MM's are simply short of stock at present. Whatever one's view of the company, the price is still inching up from recent lows & that is not done this slowly without there being demand for the stock from somewhere or other

[chrismez] 30/11/2010 15:33

Mattjos - most of JHL's sales are in Italy - it wont have escaped your attention today that there is talk of Italy going under like Ireland and Greece. What on earth is wrong with selling into massive markets like USA and Australia? Trina, Timminco, Renesola and many others do it - but not JHL !!! I have to say that the company has been badly managed now for quite a few years, not just the recent past. I'm sorry to say that because I've been a holder for a long time. Anyway its time for management to either sh#t or get off the seat - compared to others in the sector they are doing just below abysmal.

[mattjos] 30/11/2010 14:54

i believe all the short term 'hot' money in this got out after the HK list was aborted & sent the price down to an unrealistic level here. It was themn further tugged down to enable an II swap over.
What we are seeing here is a gradual 'bounce' back to where the price should be.
It's my opinion that even relatively small buying pressure will continue to move this forwards into the FY results ... the HY results were a good read i thought

[chrismez] 30/11/2010 13:27

This certainly is a disgrace when compared to Trina - good post Mattjos.

What JHL would do for increasing market share in USA, Japan and Australia!

Instead we have sales in Italy to look forward to and the results of JHL's attempts at hedging the Euro !!!! FFS

[zangdook] 30/11/2010 08:37

Yes. MKS all over again.

[cool_hand] 30/11/2010 00:47

this is a bloody disgrace.

[chrismez] 24/11/2010 22:50

Mattjos - very brave - I'm waiting for this to pull back to 40p before I consider averaging down again.

[chrismez] 24/11/2010 22:49

Ok ZD - lets just say that Renesola having decided to de-list from AIM ought to mean that JHL should take a fresh look at what's in their interests and which Exchange would be the most appropriate for them over the next 10 years. With firms like Renesola disappearing I cant see JHL sticking around for long - just my personal view though. CM

[zangdook] 24/11/2010 17:52

I suppose it depends what you mean by 'transfer', Chris. I wouldn't say a company transfers its listing if it cancels one of two listings. YMMV.

[mattjos] 24/11/2010 16:23

took another 10k here this week @ 62.5