本文发表在 rolia.net 枫下论坛Tim has been a high flying star of TSX. Tim claimed it can produce solar degree silicon at the half cost of other companies due to its innovative technology. It won supply contract from Q-cell, the second largest solar company, this year. The stock gained 9500% from a penny stock until about two weeks ago when Barron's featured an article that doubted the credibility of Tim's claim about its technology. Tim also had been short sold by a US hedge fund that found Tim's claim suspicious too. A Canadian hedge fund called Sprott owning 18% stake of Tim, however, desperately defended the stock in the big sell-off on the bad news. This was why it came bake to around $20 after it plummeted to $16 from $27.
I think Tim is still a highly speculative stock given that it hasn't been able to provide solid evidence that it has ability to be such a low cost silicon producer - it actually delivered only a very small fraction of the quantity stated in the supply contract this year. That said, it might still be a good short candidate.更多精彩文章及讨论，请光临枫下论坛 rolia.net
I think Tim is still a highly speculative stock given that it hasn't been able to provide solid evidence that it has ability to be such a low cost silicon producer - it actually delivered only a very small fraction of the quantity stated in the supply contract this year. That said, it might still be a good short candidate.更多精彩文章及讨论，请光临枫下论坛 rolia.net