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Canadian Solar 2015


371 replies to this topic

#361 Pop2mollys

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Posted 10 February 2015 - 08:25 AM

Between Northland and Nomura seeing like $100 or so, why would someone sell at 26.20 today? Where is this discomfort coming from? Is investment in solar made by day traders, gamblers and bunch of fundamental geeks, with most people being just clowns?


Clowns is my guess. Be patient, just coiling before next big move north.
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#362 Pop2mollys

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Posted 10 February 2015 - 08:37 AM

KK, this is obviously a brokerage note to clients... Correct?
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#363 hellosolar

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Posted 10 February 2015 - 08:42 AM

CSIQ trading this morning is pretty good. 1.5M in the first hour.


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#364 odyd

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Posted 10 February 2015 - 08:50 AM

CSIQ trading this morning is pretty good. 1.5M in the first hour.

seems like clowns are converging, must be the oil infliction


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#365 hellosolar

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Posted 10 February 2015 - 08:53 AM

seems like clowns are converging, must be the oil infliction

Yes, we need the decoupling from the oil.


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#366 odyd

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Posted 10 February 2015 - 08:55 AM

Yes, we need the decoupling from the oil.

That's right but how? Everyone knows oil does not matter to solar, even Bloomberg insists on it.


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#367 odyd

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Posted 11 February 2015 - 10:55 PM

It appears that METI considers fewer costs for power producers receiving FiT when it comes to grid costs/upgrades etc. Currently those costs are covered in full by power producers under FiT regime. Sounds good for Canadian, more savings.

http://techon.nikkei...01/?ST=msbe&P=1


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#368 odyd

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Posted 12 February 2015 - 11:54 AM

Seems like negative output from Japan in case of those two companies.

http://www.pv-tech.o...ts_their_necess

Norwegian company actually discontinued all its projects in Japan


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#369 Pop2mollys

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Posted 12 February 2015 - 12:07 PM

Seems like negative output from Japan in case of those two companies.
http://www.pv-tech.o...ts_their_necess
Norwegian company actually discontinued all its projects in Japan

The cream rises to the top. I bet CSIQ is going to snatch up as many of these projects as possible.
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#370 odyd

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Posted 12 February 2015 - 12:11 PM

The cream rises to the top. I bet CSIQ is going to snatch up as many of these projects as possible.

I was going to say that, competitive environment. It does describe my expectations that beyond 51GW (or 61GW now) things will be difficult.

Fewer companies large pools.


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#371 odyd

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Posted 12 February 2015 - 05:26 PM

Too bad that Australia RET is a mess due to conservative coal heads. Apparently demand for utility power is not as high by 2020, so the targets need to be reduced. Contributing factor people putting solar on own roofs. I guess you cannot have it both ways. Australia uses too much coal as is.


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#372 explo

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Posted 13 February 2015 - 03:57 AM

Too bad that Australia RET is a mess due to conservative coal heads. Apparently demand for utility power is not as high by 2020, so the targets need to be reduced. Contributing factor people putting solar on own roofs. I guess you cannot have it both ways. Australia uses too much coal as is.

 

We'll just have to wait it out until Australia realizes that if you have both ample non-renewable and ample renewable energy resources it is still better to harvest the renewable ones. As with the middle east the smart thing would be to use the less portable renewable resources (like sunshine) at home and export the more portable but non-renewable energy resources (like fossil fuels) for more profits. You can't ship sunshine around the world, but you can eat the sunshine cake and keep it at home.


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