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Klothilde

Solar Investor
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    251
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Klothilde last won the day on April 30

Klothilde had the most liked content!

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About Klothilde

Portfolio

  • Portfolio %
    FSLR 100%

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  1. Klothilde

    Daqo (DQ)

    China's polysilicon capacity at the end of 2018 to meet global demand http://guangfu.bjx.com.cn/news/20180515/897820.shtml Means fuk Wacker, fuk Hemlock, fuk OCI. But it also means fuk DQ earnings.
  2. Klothilde

    Canadian Solar (CSIQ)

    Some would say this is shareholder rape.
  3. Klothilde

    Solar News

    Hanergy launching its solar umbrella, the Humbrella: https://www.prnewswire.com/news-releases/hanergy-launches-innovative-thin-film-solar-powered-humbrella-300642714.html Will this shield the company from future shareholder lawsuits?
  4. Klothilde

    Trading Strategy

    Uh I'd get me some nice surf&turf. Enjoy!
  5. Klothilde

    First Solar (FSLR)

    Good Gracious, it hit a 6-year high above $80! Sorry Credit Suisse, that must suck big time!
  6. Klothilde

    Daqo (DQ)

    Up goes supply: Wacker expects to restart polysilicon production at US plant in Q2 https://www.pv-tech.org/news/wacker-expects-to-restart-polysilicon-production-at-us-plant-in-q2
  7. Klothilde

    Daqo (DQ)

    Up goes supply: REC Silicon starting volume FBR polysilicon production at Yulin plant in China https://www.pv-tech.org/news/rec-silicon-starting-volume-fbr-polysilicon-production-at-yulin-plant-in-ch
  8. Klothilde

    First Solar (FSLR)

    OMG I'm out wirh the girls but it looks yummy! Say hello to the new Ohio factory! I think EPS is above consensus, ain't it? Congrats to brats.
  9. Klothilde

    Yingli Green Energy (YGE)

    Yingli losing half a billion bucks in 2017 or $28/share: http://ir.yinglisolar.com/phoenix.zhtml?c=213018&p=irol-newsArticle&ID=2344844 Does anybody still admire this company?
  10. Klothilde

    Trading Strategy

    The one thing that has me worried just a teeny bit is that there are no signs yet of Series 6 product certification. Specifically no UL listing yet. And I figure it should be in place by now if they want to start selling the product this quarter. You know wham sayn? P.D. here's the link to the UL listings of FSLR: http://database.ul.com/cgi-bin/XYV/template/LISEXT/1FRAME/showpage.html?name=QIGU.E205874&ccnshorttitle=Photovoltaic+Modules+and+Panels&objid=1075378718&cfgid=1073741824&version=versionless&parent_id=1073991981&sequence=1
  11. Klothilde

    Canadian Solar (CSIQ)

    CANADIAN SOLAR ACQUIRES A 97.6 MWP SOLAR POWER PROJECT IN ARGENTINA http://investors.canadiansolar.com/phoenix.zhtml?c=196781&p=irol-newsArticle&ID=2340311
  12. Klothilde

    JA Solar (JASO)

    Buy at $6.20 and sell at $7.55. 22% return in no time. Sounds delicious. What am I missing? Or is the deal falling apart?
  13. Klothilde

    Solar News

    Me likes the size (200GW) but not so much the ASP of the first plants. $5B for 7.2GW is about $0.69/W. Don't see much profit for the CN4 at those prices, sorry. On the other hand the Saudis are getting dome dirt cheap power considering the low system prices and the long PPAs of 25 years. Could someone calculate the LCOE on this?
  14. Klothilde

    JA Solar (JASO)

    JASO CFO getting the ax for cooking the books.
  15. Klothilde

    Daqo (DQ)

    Very upbeat guangchu article on the poly situation in China. Poly inventories are reportedly fully digested and prices seem to have stabilized and are on the uptrend. No doubt this will get some people salivating. http://guangfu.bjx.com.cn/news/20180326/887638.shtml
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