odyd

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Everything posted by odyd

  1. I am starting this thread for members to share their actions on the market outside of single trade. I see a lot of good info coming from members which are commenting on a larger scale than solar. I also see that solar universe is becoming land-locked with its internal issues. While I fully understand opportunities in contrarian approach, frequently market does not offer awards for being right, and in particular in solar it hard to be awarded if you get ahead of conditions, see them delivered only to observe no reaction or even negative reaction. Understanding limitations, this thread also combines beyond solar views. Finally, I am not sure where to package my thoughts on some plans I have for investing in dividend walks. For one, it takes a lot of time and effort to find things. It makes only sense to share this with those who support the cost of the side. I encourage everyone to share your views, in this scope. Thank you
  2. Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ), one of the world's largest solar companies, today announced the delivery 26 MW of its high quality and high-performing CS6P-P solar power modules to EPC Contractor TSK Solar for the "San Fermin" solar power plant installation in Puerto Rico, co-developed by firms Uriel Renewables inc. and Coqui Power LLC. The solar power plant is located in the North Eastern town of Loiza, a region that regularly faces adverse weather conditions such as hurricanes, tropical storms and flooding. Due to the specific nature of the project and its location, the project's electrical equipment were installed on structures that elevated them two to four meters above ground, and have also been designed to withstand winds of up to 260 kilometers per hour. http://phx.corporate-ir.net/phoenix.zhtml?c=196781&p=irol-newsArticle&ID=1740448&highlight=
  3. Another staple from SPVI , short interest data. this time in the form of the link http://solarpvinvestor.com/database/short-interest-data/short-interest-2012
  4. I wonder what is this about https://www.moodys.com/research/Moodys-withdraws-Canadian-Solars-Ba2-rating--PR_362406?WT.mc_id=AM~WWFob29fRmluYW5jZTQyX1NCX1JhdGluZyBOZXdzX0FsbF9Fbmc%3d~20170221_PR_362406
  5. The project in Japan was signed up in 2016; If you check 10Q from Q3, it is listed for 59MW and has PPA. Tribal was also listed, and now it is gone. It is like 6 of those projects. So this is old, not a new project. Not a single one of them signed a project, exception JKS. When the cost is greater than the price, this is what is written off. Read the headlines I posted, and you already read my article on SPWR.
  6. When it comes to stock price, things can be just different on a personal level. One-year FSLR is 40% down, and CSIQ is 26% down, but in three months CSIQ is 44% up, and FSLR is 26% up. So far I only saw module supply deals. I did not see any new projects. You got 300MW project canceled, that will hurt FSLR. I did not see any module comments, and the 9% drop in 2017 costs from 2016, is met with 30% drop in 2017 on ASP. FSLR, SPWR will not make money in 2017, now it is about whether they lose more than they have said. FSLR reports they are going to lose as much as $600M in cash this year. SPWR will lose $125M in cash after losing $471M in 2016. SPWR can break apart by 2018. So do we have a case of CSIQ and JKS not taking any hits and surviving, over $1B in write-downs in two US companies? How likely is this? My big worry for CSIQ is that projects cost are being written off, FSLR now confirmed this and this is what SPWR did in Q4.
  7. Interesting this loss is bigger than the last glut time. At least last time there were plants to be built now little margins and too much competition.
  8. 10K will be an interesting read,
  9. No those details make a bit more sense "First Solar also said it had been forced to write down the value of its Barilla Solar project in Texas because a slide in power prices since its construction in 2014 had hurt profitability. Shares of the company, which also reported better-than-expected profit and revenue, were up less than 1 percent at $36.62 in trading after the bell on Tuesday. First Solar raised its 2017 net sales forecast to $2.8 billion to $2.9 billion from $2.5 billion to $2.6 billion. The new revenue forecast allows for full recognition on the 250-megawatt Moapa project sale, located northeast of Las Vegas. First Solar said the more than 300-megawatt Tribal Solar project, which was planned for the Fort Mojave Indian Reservation in Arizona, would not be built. The company's contract to sell the power to California utility Southern California Edison was canceled."
  10. Thank you that makes sense, incredible as is, Chinese are riding Trump's waves. FSLR seem a bit shifty with their reporting. They are adding 55 to 80M restructuring cost in association with acceleration to series 6 in 2017. Taking $728M in those in one-quarter and still needing more. I am afraid they are polishing margins to positive on S4.
  11. Ravalos, Thank you, I understand the same dynamic. Can you try to explain the surge of value in solar shares? I feel things are insanely positive in the last couple of weeks. Is Trump effect hitting renewable energy now? Chinese one as well?
  12. The new revenue forecast allows for full revenue recognition on the Moapa project sale, located northeast of Las Vegas, Nevada, the company said. So I guess, the project margins are so bad they will take 1.5% of the entire year guidance? That calls for $40 tomorrow for sure now.
  13. Is anyone able to comment here? The forecast went from making $0.45 per share now to lose 0.05 per share and even losing the operating profit. Operating margin is to be negative. I am not sure I ever saw this without impairment. Margins are down; revenue is up. Would like to learn what the detail is. I guess $40 tomorrow.
  14. Interestingly we did not have much info on the ReneSola in regards of their operational capacity. We are working on the article about Q3 shipments, showing significant drop in module shipments but ReneSola looks it is able beat its guidance on export numbers only (around 150MW)
  15. Maybe new reality is not about making any money, and stocks were too low. Not sure, things seem to contradict a lot with this industry. Sent from my HTC One_M8 using Tapatalk
  16. Jinko buys notes back, why now?
  17. What is the price per watt? Nobody is going to adopt technology which is more expensive providing the same result, like efficiency.
  18. New report form this week http://solarpvinvestor.com/spvi-news/350-weekly-solar-market-price-trends-mainland-china-report-10
  19. Data from China, FiT payments are $10B behind. http://www.digitimes.com/news/a20170219PD204.html
  20. I read the cc transcript finally. Mgmt have certainly done a good job selling their situation. Mainly defense on debt questions was somewhat shallow, but I can see that those guys sounded upbeat. I am not buying it.
  21. Sharpen your pencils, Q4 release season is upon us. REC tomorrow and MEMC on 13th.
  22. I think I know what they are doing, they are talking about 224MW in construction in LAM and adding to 627MW with PPA, calling it 850MW, but 224MW does not have PPA, according to them.
  23. During the conference, they have said they have over 850M in high-quality PPA projects. I have added all project they have with PPA, and that is the only 627MW there are over 760MW in total with PPA, so 100MW I am missing from overall.