jeffsmith

you definitely have good point here. it will cause negative sentiment across the sector. What I hope to see is that lenders can somehow see CSIQ and SUNE in different league and of completely different quality. in other words, if I am the lender, I would be willing to lend CSIQ at a much lower rate given the relative healthier balance sheet and debt levels.

Anyone thinks the fall of SUNE actually benefits global players like CSIQ, who now can possibly bid projects at lower prices. SUNE can no long go out and spend crazy.

when you say whole asp comes off from sponsor's bs, by "asp" you mean"average selling price?"

When SUNE drop down assets to Terraform global or terraform? How much does yieldco have to pay for the dropdown upfront? Is there a $/Watt figure? Many thanks. I am thinking about CSIQ's yieldco next year, trying to figure out how much cash CSIQ can get directly from its yieldco IPO

Is this after hour?

Thanks, i meant if EPC projects means the company retain the project for future benefits. Definitely I was wrong

I was thinking if EPC means the company would keep collecting electricity revenue rather than selling it for a cash payments. Did Canadian Solar even mention the margin on EPC projects vs regular other projects that have been sold? Sorry, I wasn't too clear on that

so it is still a one time benefit then.

anyone noticed that the 133MW EPC project (Samsung Ph 1) is not completed in Q2 (while on 20-F, it says Q2) Does that mean this will be completed in Q3 (while previously no project is expected to close). How is EPC project account for revenue? Is it a one time benefit to Canadian solar just like other projects they have sold in Ontario?

Just curious what basis you have for predicting the $240m revenues in 2016?