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  1. Yesterday
  2. MVA

    Canadian Solar (CSIQ)

    Canadian Solar Won 94 MWp of Subsidy-Free Electricity Contracts in Alberta's Public Power Auction http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-won-94-mwp-subsidy-free-electricity-contracts
  3. solarpete

    Solar News

    Not so horrible, although aggravating. The basic problem is, China can build new solar projects faster than it can connect them to its grid. Generally, that's a good problem to have. The transmission issues will be solved--China has separate initiatives to address those. In the meantime, this is just more proof that the trend is towards more solar, not less.
  4. Mark

    First Solar (FSLR)

    I'm not gonna say his checks aren't valid and these aren't factual concerns, but ever since he kinda flipped on the company on that last call... I dunno, what soured with Shen? He clearly went from FSLR bull to bear rather abruptly last year at some point.
  5. Mark

    First Solar (FSLR)

    First Solar analyst commentary at Roth Capital First Solar price target cut to $60 from $65 at Roth Capital. Roth Capital analyst Philip Shen maintained a Buy rating on First Solar but cut his price target to $60 ahead of the company's February 21 earnings report. In a research note to investors, Shen says he sees some risk to shares heading into the report, as checks with multiple contacts suggest S6 bins may be ~5W lower-than-expected, and S6 manufacturing throughput may slower-than-expected. Sheh predicts the challenges could represent a ~1%-4% headwind to 2019 S6 margins. Though he believes this is solvable, and says the impact to long-term value could be modest, though he sees the potential for near-term share weakness. Read more at: https://thefly.com/landingPageNews.php?id=2865355Read more at: https://thefly.com/landingPageNews.php?id=2865355
  6. Klothilde

    Solar News

    China blocks new solar in 3 NW regions amid overcapacity fears https://www.reuters.com/article/us-china-solarpower/china-blocks-new-solar-in-3-nw-regions-amid-overcapacity-fears-idUSKCN1Q404G This is horrible. These are 3 of the sunniest provinces in China where PV power is most competitive and most suitable for the new unsubsidized regime. Check out the irradiance map, this takes away most of the sunny regions and leaves the grey and rainy regions where PV is way more expensive. http://www.geni.org/globalenergy/library/renewable-energy-resources/world/asia/solar-asia/solar-china.shtml
  7. Last week
  8. Klothilde

    Canadian Solar (CSIQ)

    I wonder what Q1 guidance will look like. So far they haven't announced any project sales for Q1. Just sayin.
  9. SolarRoof

    Canadian Solar (CSIQ)

    Is this a new announcement? https://medicinehatnews.com/news/local-news/2019/02/13/50m-solar-park-a-go-for-march/
  10. MVA

    Solar News

    Chinese city wants 700 MW of new solar within two years: The announcement from the city authorities comes in the wake of the central government’s call for local authorities, electricity companies and big lenders to remove roadblocks to what it designated ‘grid-parity’ PV projects, by which it meant installations which did not benefit from central subsidies but which could be encouraged by local incentives. https://www.pv-magazine.com/2019/02/14/chinese-city-wants-700-mw-of-new-solar-within-two-years/
  11. Mark

    First Solar (FSLR)

    I'll add that the 13Fs that have been trickling in for FSLR have been very sexy. Some serious purchases last quarter on the weakness.
  12. Mark

    First Solar (FSLR)

    First Solar risk/reward remains favorable into Q4 report, says Baird Baird analyst Ben Kallo previewed First Solar's Q4 report and he believes the risk/reward setup is favorable heading into the results. The analyst said he would be a buyer into the report as he thinks a recovering macro environment in the solar space could improve sentiment and drive share appreciation. Kallo said it remains a top pick and he maintained his Fresh Pick designation while reiterating his Outperform rating and $75 price target on First Solar shares.Read more at: https://thefly.com/landingPageNews.php?id=2864736
  13. Klothilde

    Solar News

    Humongous 2GW tender in Abu Dhabi. Will this go to Junkosolar again? https://www.pv-magazine.com/2019/02/13/abu-dhabi-utility-fires-starting-gun-on-2-gw-solar-project/
  14. SCSolar

    Solar News

    That makes sense as grid parity is not in place in China. That also suggests why price declines are in store. PV insights is suggesting module prices have fallen. There are 2 good articles on Guangfu today. The first covers current market analysis and utilization rates. They suggest that utilization rates are still far below the pre 531 announcement although they did up tick recently in China. http://guangfu.bjx.com.cn/news/20190213/962366.shtml The overall utilization rate of production capacity in the Chinese market continued to rise, reaching 83% - but still not returning to the level before the "531 New Deal" This second article is a good article on the details of costs that China needs to hit for grid parity. It will give you an idea that the prices will drop significantly over the next 2 years. They are suggesting an average cost to build of 3.25RMB or $0.49(USD) for Grid parity. Depending on regions some are lower costs and some are higher in cost. They are suggesting the current cost to build is ~4.2RMB. They are suggesting a 28% system cost price decline is in order to meet grid parity. These suggest that the solar costs are going to have to further drop. Current costs of $0.63(USD) will fall to $0.49(USD). The current module cost I estimate at $0.26. That is 41% of the total cost. A 28% price drop on the module cost is $0.0728. This places China needing a target module cost of $0.18-$0.19 come 2020 and later. That is where China hits grid parity and solar PV demand will explode. http://guangfu.bjx.com.cn/news/20190213/962352-2.shtml Definition of Parity online “The cost of PV system for I, II, and III resource areas requires 3.21, 3.37, and 3.28 yuan/W, respectively; the median of all regions, the threshold for national PV affordable Internet projects is 3.25 yuan/W.” Analysis of the cost reduction of PV parity online Based on the above parameters, the conclusions that can be calculated are: 1 The cost of the power station system is 4.2 yuan / W; 2 The internal rate of return of the project is 7.14%. Core conclusion: According to this standard, the current national photovoltaic ground power station system cost still needs to drop by 28% compared with the median level of 3.25 yuan/W national parity online. That is to say, the cost of photovoltaic power plant system will drop by 28% at the current level, and the country will implement large-scale (more than 50%) low-cost Internet access on the power generation side.
  15. MVA

    Solar News

    Energytrend shows increase in all prices: https://www.energytrend.com/solar-price.html
  16. tupapa

    Solar News

    Great news everyone, AOC pushing for U.S. to be Carbon Neutral by 2030: https://www.cnbc.com/2019/02/07/aoc-just-updated-her-massive-green-new-deal--heres-whats-in-it.html?recirc=taboolainternal This would bring unprecedent growth in Solar PV in the U.S. let's all hope the fat, greedy orangutan is replaced in 2020!
  17. Klothilde

    Solar News

    "China Domestic Demand Shows a Clear Slow Down..." http://pvinsights.com/
  18. solarpete

    Daqo (DQ)

    Interesting that their operations in China are seeing greater demand.
  19. Klothilde

    Daqo (DQ)

    Oh no! REC shutting down its Moses Lake poly plant. Our thoughts go to the affected families. 😓 https://www.pv-magazine.com/2019/02/12/rec-silicon-to-suspend-production-at-moses-lake-poly-factory/
  20. Jetmoney

    Trading Strategy

    Congratulations.
  21. Klothilde

    Solar News

    Bearish solarzoom article putting 2019 CN installs at "just" 35GW. Hope this doesn't burst anyone's bubble. http://m.solarzoom.com/article-120979-1.html
  22. explo

    Trading Strategy

    Back on target much faster than expected.
  23. Klothilde

    Canadian Solar (CSIQ)

    Am I the only one seeing CSIQ in the red this year? What an honor! 🤗
  24. solarpete

    Canadian Solar (CSIQ)

    This after the price is already at 20.50 and the company just released positive news on volumes and margins. Yes, nothing like "breaking news" (the headline on the web page) stating the obvious. I keep wondering, who PAYS these guys to do "analysis" like this? Of course, as a former meteorologist (and worse, "space weather" forecaster), I know all about being a paid liar. But the accuracy of my forecasts aside (grin), at least I put them out BEFORE the events in question had already happened....
  25. SolarRoof

    Canadian Solar (CSIQ)

    Canadian Solar upgraded to Neutral from Sell at UBS UBS analyst Jon Windham upgraded Canadian Solar to Neutral from Sell and raised his price target for the shares to $23 from $14. Read more at: https://thefly.com/landingPageNews.php?id=2862144
  26. tupapa

    Canadian Solar (CSIQ)

    Regarding Daqo I wrote on this forum that I would be closing my possition after the stock collapsed on extraordinary earnings, showing something fishy was going on behind the scenes. Glad to hear that about your profits and I hope you can unload that POS firstsolar at a good price. It will likely fall into the gutter once the trade sanctions are lifted and it is no longer competitive with its chinese peers.
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