ABTrades1
Nov 11, 10:18 PM
Happy with how
$TOYO closed today after yesterday's test of
$4.80 support.
$5.10, up 3% against 1% for
$TAN, above the 10, 20, 50 and 100 day averages, trending up with higher lows since the Oct 28 bottom,
$3.71,
$4.55,
$4.80. Next level up is the August gap at
$5.50.
Feeling better after reading the Commerce filing that answers the
$FSLR led petition. It shows the cells sold to the US were made on non Chinese wafers with non Chinese polysilicon.
Earnings call Monday before the open and the Q3 number is not what I'm listening for.
I want to hear how much of the
$240M in module contracts ships in Q4 and the first half of 2027, whether they bring back guidance now that Customs has cleared the cells, whether the buyers who paused in June are ordering again, how much 45X cash has been earned and when it gets collected, and whether their Section 232 offset is approved before the Dec 4 start, as
$TE's was in October.
