5N Plus | StockChase
31
5N Plus (VNP-T)

Last Price Recorded: $3.0000 on 2017-11-17

ON STOCKCHASE SINCE Dec 2007

Solar

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5N Plus


Signal Opinion Expert

2014-09-04

TOP PICK
5N Plus (VNP-T)

5.75% June 30/19.  Rare earths and metals.  Short term (5 years).  A little over 6% yield now. 

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Joey Mack

Director, Fixed Income, ScotiaCapital

Price: $3.460
Owned: Yes

2013-01-29

PAST TOP PICK
5N Plus (VNP-T)

(A Top Short Jan 27/12. Up 55.89%.) Supply materials and components into the solar sector. Solar sector relies on subsidies and is not economic without it. He is pretty much out of this one now.

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James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $2.300
Owned: Unknown

2012-08-21

PAST TOP PICK
5N Plus (VNP-T)

(Top Pick Aug 26/11, Down 79.18%) Did a massive acquisition that didn’t work out.  Should be good opportunities for lead free paint in Europe next year.  It will still be tough sledding for the company, which is why he sold it 8 months ago for a 28% loss.

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Robert McWhirter

President, Selective Asset Management

Price: $1.690
Owned: No

2012-04-09

DON'T BUY
5N Plus (VNP-T)
He is still short the stock. The problem with this company is the balance sheet. Made a major acquisition of some of the raw materials that go into the solar supply chain but took on a significant amount of debt. Solar industry has been in serious decline.
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James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $3.260
Owned: Yes

2012-01-27

TOP PICK
5N Plus (VNP-T)
Top Short Solar business has just been a disaster in the last year. This company provides components and some of the raw materials into this sector. Collapsing prices and subsidies disappearing. Cheap natural gas is a clean alternative to solar. Have a lot of debt.
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James Hodgins

Chief Investment Officer, Curvature Hedge Strategies

Price: $5.260
Owned: Yes

2011-08-26

TOP PICK
5N Plus (VNP-T)
Originally specialized in tellurium and cadmium telluride the core guts of what is used in solar cells. Acquired a company in April, which diversifies them into other industry products. Just reported earnings, which were very significant. Sales growth up over 460%. 15% ROE. Dirt cheap.
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Robert McWhirter

President, Selective Asset Management

Price: $8.310
Owned: Yes

2010-01-27

PAST TOP PICK
5N Plus (VNP-T)
(A Top Pick Mar 24/09. Down 9.31%.) Still a Buy.
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Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Management

Price: $5.170
Owned: Yes

2009-07-31

DON'T BUY
5N Plus (VNP-T)
Solar energy space is interesting but is a bit pricey and he is not interested in playing this area today.
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Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $6.480
Owned: No

2009-07-09

TOP PICK
5N Plus (VNP-T)
Primary material supplier to First Solar. There are other potential customers lining up. There virtually have no competition. Tremendous balance sheet, lots of cash.
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Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Management

Price: $5.950
Owned: Yes

2009-05-27

BUY
5N Plus (VNP-T)
(Market Call Minute.) They supply cadmium telluride, the key material to First Solar (FSLR-Q). Thin-film variety of solar technology and has no silicon in it.
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Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Management

Price: $6.800
Owned: Unknown

2009-04-30

HOLD
5N Plus (VNP-T)
Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate sources so there will be other competitors coming into the picture.
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Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $6.500
Owned: Yes

2009-04-07

DON'T BUY
5N Plus (VNP-T)
One of the best companies in this sector. Produce the product that goes into solar panels. Made close to 30% net margin after taxes last quarter. Extremely well run. Because energy prices have come down, and no one can finance new projects demand for solar panels has dropped dramatically. Sold his holdings because of the risk for the next few quarters.
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Jean-Francois Tardif

Senior Portfolio Manager, Sprott Asset Management

Price: $5.730
Owned: No

2009-03-24

TOP PICK
5N Plus (VNP-T)
Key supplier to First Solar (FSLR-Q) for the thin-film version of the solar panel. Doesn't use sand, but cadmium telluride instead, which is rare and hard to come by. Have a virtual monopoly on this.
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Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Management

Price: $5.800
Owned: Yes

2009-02-12

PAST TOP PICK
5N Plus (VNP-T)
(A Top Pick Jan 31/08. Down 20.4%.) Supplies First Solar (FSLR-Q) with specialty metals. Still growing and have a very tight relationship with the fastest growing solar company in the world. Still a Buy.
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Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $6.280
Owned: Yes

2009-01-13

COMMENT
5N Plus (VNP-T)
Make something like 30% net margins after tax. Short term negative is that finance has shut down for solar panels. Demand for solar panels is down substantially for 3rd quarter. Company could be affected in the short-term. Outstanding company for the long-term.
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Jean-Francois Tardif

Senior Portfolio Manager, Sprott Asset Management

Price: $5.570
Owned: Unknown

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