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Klothilde

Solar Member
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Klothilde last won the day on December 13

Klothilde had the most liked content!

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About Klothilde

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    FSLR 100%

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  1. Solar News

    50% of PV supply chain makers to be forced out in 5 years, says LONGi president http://www.digitimes.com/news/a20171213PD202.html
  2. Solar News

    3.4 GWp module tender in China: http://www.digitimes.com/news/a20171211PD213.html Main winners are EGing and Longi, CN4 nowhere in sight.
  3. Canadian Solar (CSIQ)

    What have you been smoking? What war are you talking about? I've lost some money with CN solars as well, we are all in the same boat.
  4. Canadian Solar (CSIQ)

    Good Gracious, soon we won't have anything more to discuss in solarland. Can I ask what is the reason the China-listed companies like GCL and Longi are out of scope here?
  5. Canadian Solar (CSIQ)

    Isn't it time we moved beyond CSIQ? I know it's hard to say goodbye but shouldn't we just forget about it? What are the chances this goes above 20 bucks again? 0.1% or less?
  6. Canadian Solar (CSIQ)

    Canadian Solar’s Star Sets on Wall Street https://www.caixinglobal.com/2017-12-12/canadian-solars-star-sets-on-wall-street-101184194.html
  7. Solar News

    Solar power reaches Dubai’s chickens https://www.thenational.ae/business/energy/solar-power-reaches-dubai-s-chickens-1.683842
  8. Canadian Solar (CSIQ)

    I think JPMorgan was misquoted by the fly, here is what they said according to Bloomberg: “We do not believe a higher, competing offer is likely and there could still be risks associated with the deal itself.” https://www.bloomberg.com/news/articles/2017-12-11/canadian-solar-chairman-offers-to-take-panel-maker-private
  9. JinkoSolar (JKS)

    His offer is non-binding, so if the stock tanks a lot he can adjust it downwards like JASO did.
  10. JinkoSolar (JKS)

    The stock would easily be trading in the mid 20s if he had communicated the virtues of project monetization appropriately. However he decided for the opposite in order to ensure himself a juicy bargain. This is the worse conflict of interest you can have at the helm of a company. This should be outlawed under any circumstance.
  11. JinkoSolar (JKS)

    Good Gracious.
  12. Canadian Solar (CSIQ)

    Are U kidding me? Of course they will go private. The chairman's brother already showed how it's done (SOL). It's all very sad. I've grown fond of analyzing solars. My colleagues at the nursery all they talk about is kids . Hmmm... have you guys thought about opening some trading positions for solars listed in China? There's GCL, Longi, etc.
  13. JinkoSolar (JKS)

    Yes, however this is very disrespectful of shareholders. Many people have hung in there, waiting for a long time for them to sell off projects so equity can go up and the share price as well. Now that the company is almost there he cannot just pull the plug. It's like a breach of trust. You know what I'm saying?
  14. JinkoSolar (JKS)

    The thinking can be along these lines: "HOLY CR*P, CSIQ is going private! No question JKS is next. They'll just tank the stock and throw in an offer when it's dirt cheap. Not gonna wait around for that to happen. I'm OUT!"
  15. JinkoSolar (JKS)

    Jinko is the only solar down significantly today. I speculate it's because investors kinda think they will go private soon as well now that CSIQ surprised us. Any thoughts?
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