c********t
发帖数: 4527 | 1 At last, we are here.
say say ba? | L****a
发帖数: 572 | 2 Should be safe, I think. Essentially trade at fire-sale level,
only 0.5 book value. But the company still keeps losing money.
No sight on horizon when they are able to achieve profitability. That said,
in terms of valuation, it might not be a big risk
to buy, but long run upside potential could be limited. Or short
term, maybe buy in and wait for another short-covering spike. | c********t
发帖数: 4527 | 3 I don't want to get into details.
thank you very much for analyzing it for us.
,
【在 L****a 的大作中提到】
: Should be safe, I think. Essentially trade at fire-sale level,
: only 0.5 book value. But the company still keeps losing money.
: No sight on horizon when they are able to achieve profitability. That said,
: in terms of valuation, it might not be a big risk
: to buy, but long run upside potential could be limited. Or short
: term, maybe buy in and wait for another short-covering spike.
| L****a
发帖数: 572 | 4 But it should be a short-term play, defintely not for
long-term, there's possiblty that this company simply
dissapear in the future. One thing is that ASTI is a
potential rival for ENER. ASTI's products could be
potentially better than ENER's. I have been abserving
the correlation of ENER and ASTI. I found that when
ASTI went up in the past, ENER went down. I think investors
are aware of ASTI's edge. But recently, ASTI delayed their
product shipment, this shows that it's not easy to
have volume | c********t
发帖数: 4527 | 5 disappear?
hmm
【在 L****a 的大作中提到】
: But it should be a short-term play, defintely not for
: long-term, there's possiblty that this company simply
: dissapear in the future. One thing is that ASTI is a
: potential rival for ENER. ASTI's products could be
: potentially better than ENER's. I have been abserving
: the correlation of ENER and ASTI. I found that when
: ASTI went up in the past, ENER went down. I think investors
: are aware of ASTI's edge. But recently, ASTI delayed their
: product shipment, this shows that it's not easy to
: have volume
| L****a
发帖数: 572 | 6 On the other hand, remember ESLR, it was also traded at
very low valuation many quaters ago, but it kept going lower.
Becaue people know that ESLR (also DSTI) basically have no
way to achieve profitability in the future. | c********t
发帖数: 4527 | 7 true.
hmm, need to be cautious now.
【在 L****a 的大作中提到】
: On the other hand, remember ESLR, it was also traded at
: very low valuation many quaters ago, but it kept going lower.
: Becaue people know that ESLR (also DSTI) basically have no
: way to achieve profitability in the future.
| L****a
发帖数: 572 | 8 Yes, it's possible. If the company keeps losing money, and
eventually exhausts its cash. Then shareholder's equity gets
wiped out, although the company might be still there. Look
at ESLR.
I know ENER has good technology. And I hope it can be bought
out by some company in a strategic manner. As I said, they
have technology like Phase-Change Memory, which could be potentially
big thing, but losing money is a really big problem.
【在 c********t 的大作中提到】
: disappear?
: hmm
| L****a
发帖数: 572 | 9 ENER short sqeezing. again | c********t
发帖数: 4527 | 10 that's why I asked you last night,
as I sensed it.
haha
【在 L****a 的大作中提到】
: ENER short sqeezing. again
| t****o
发帖数: 159 | 11 Is ENER possiable to back 10 bulks? should I cut it now? sad to see ENER
performance at this market rally...:( |
|
