REC - Dagens kommentar 12.07.2018

REC 12.07.2018 kl 12:45 1639

The doomsday prophets are singing the blues again, posting all the negative news they could find on the net. Their primary purpose is of course to influence you to make you believe that REC is going bankrupt and to make you sell your shares at these levels. Nothing else.

They have shorted the shares which they don’t own, and now they are after yours, that is a fact.

Couple of facts about REC;

- The semiconductor and silicon gas production alone makes REC worth way above 1 NOK/share
- Solar silicon market is going through a period of oversupply, will surely get back to normal. If REC cannot make it, no other producer will!

The shorters here are trying to create the perfect storm in a glass of water. Their latest is a good one. One of the shorters comes with the Energytrend weekly price update, and says the prices are down -9.25 %
https://pv.energytrend.com/pricequotes.html
High / Low / Avg.
13.00 / 9.63 / 11.502 (-9.25 %)

And the other shorter refers to PVinsights, and claims that we should expect lower prices on PVinsights next week. But PVinsights prices are already lower than the ones EnergyTrend reports:
High / Low / Avg.
12.85 / 9.75 / 11.130 (-0.27 %)

PVinsights prices have already shown that the drop in pv prices is bottoming out. But they will not tell you that.

You can safely assume that, anyone who is providing negative info here has a sole purpose of stealing your shares from you. You know who they are, and they are easy to spot.

The shorters have already shorted a big lump (>500 mill), and they are now trying to bluff their way out of their short by scaring you with the current oversupply situation 😊

We got them cornered. And we got what they want; the shares they shorted!

By simply holding on to your shares, you can do tremendous damage to the shorters!


Redigert 12.07.2018 kl 14:00 Du må logge inn for å svare
Odi.1
12.07.2018 kl 12:48 1624


Det står ikke så bra til i REC, det bør en vel enes om i hvert fall

MJ,
Fallende priser er den lange trenden..
12.07.2018 kl 13:00 1583

Odi/Spanish,

With your comments, you indirectly admit that current situation is not a REC specific problem, but it is a problem which applies to most sil producers, if not all. Why you then try and twist the picture and make it sound like it is a REC problem?

Every business has upturns and downturns. Today, it is oversupply but tomorrow we are back to normal.

REC is a dynamic, cost-effective and flexible company, run by cost-benefit conscious management.

Ja Selfølgelig er det ett problem for hele verdi kjeden i pv industrien... er det tvil om det?
12.07.2018 kl 13:22 1511

Another trick the major shorters are using as I could notice is that; they keep 10-20 mill shares in circulation for buy-sell among themselves to give you the impression that people are selling in panic to get out of REC. Don't fall for it.

Most of what you see happening in REC nowadays are the bluffs which the shorters are serving our way!

They have made their bet. We will shortly prove that they bet wrong!



Redigert 12.07.2018 kl 13:30 Du må logge inn for å svare
questi
12.07.2018 kl 13:25 1493

REC/May er også fremsynt, og er super god til å holde likviditet:

1. De unnlot å ta opp lån for å få opp Tian-REC andelen til 49%.
2. De rakk å få til en langsiktig refinansiering før prisfallet.
3. De omstilte i Butte fra solar-kvalitet til semikonduktor-kvalitet allerede i januar en gang - leenge før prisfallet.
4 De reduserte på arbeidsstokken i Moses med en gang de ante at perioden med lave priser vil være av en viss varighet.

Jeg skjønner ikke hvordan de kunne forutsi prisutviklingen med en slik presisjon.. kanskje det bare kommer av at de er generelt konservative og markedet generelt er dårlig og deres konservative strategi treffer blink. Eller at de har superflaks :D
Redigert 12.07.2018 kl 13:28 Du må logge inn for å svare
12.07.2018 kl 13:48 1436

Questi,

None of the things you list up is coincidence. TT/May are paying attention to the market, and position REC accordingly.

DavidBecham, "The doomsday prophets are singing the blues again, posting all the negative news they could find on the net. Their primary purpose is of course to influence you to make you believe that REC is going bankrupt and to make you sell your shares at these levels. Nothing else. "
- så du vil helst ikke forstyrres av ny info som støtter "the dark side", bare positivt nytt? Det er en farlig holdning, og skinner av den nye kulturen i sosiale media der folk holder seg til meningsfeller og rotter seg mot de der ute med all deres fake news...
- jeg var forøvrig den første her inne som brukte ordet oversupply i år, tror det var i slutten av mai eller begynnelsen av juni.
En mynt har alltid to sider, og det gjelder å være obs på dem begge. Selvsagt.
XL11
12.07.2018 kl 14:32 119

Innlegget er slettet