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Klothilde

Solar Member
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Klothilde last won the day on February 17

Klothilde had the most liked content!

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About Klothilde

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  • Portfolio %
    FSLR 100%

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  1. Solar News

    Solar becoming cheaper than wind even in cloudy Germany: https://www.pv-magazine.com/2018/02/20/germanys-auction-for-large-scale-solar-bids-below-e0-04-kwh-for-the-first-time/ "...The final average price of solar bids was €0.0433/kWh, a value which is quite below that of the tenders for wind power..." No time to be switching to marijuana stocks yet guys and gals.
  2. Daqo (DQ)

    PVTech thinks polysilicon demand could shrink over the coming years despite PV market growth because of tech improvements. Careful with your assumptions you DQ bulls. https://www.pv-tech.org/news/polysilicon-consumption-to-decline-below-4g-w-in-q3-2018
  3. Solar News

    China Flooded U.S. With Solar Panels Before Trump's Tariffs https://www.bloomberg.com/news/articles/2018-02-16/china-flooded-u-s-with-solar-panels-before-trump-s-tariffs Holy cow 5GW of module inventory piled up in the U.S. ! So we can expect 6-9 months of near zero shipments to the U.S., right?
  4. First Solar (FSLR)

    At the moment I don't see too much upside for FSLR from a fundamentals point of view. The PPS already reflects the anticipated higher earnings of 2020 and beyond and imo there's still market and operational risk we need to work through to get there. Regarding the ER I hope they post a slightly lower loss than what they are guiding (-0.37). In addition I'm interested in: - an update on S6 roll-out incl. plant and product certifications - the current demand picture globally and in the U.S. after the 201 resolution (demand freeze?) - a possible further capacity increase of ~1GW in the U.S. after the 201 decision - a possible increase of 2018 EPS guidance to $2+ as a result of the tariffs in place
  5. Daqo (DQ)

    I think DQ will be a golden opportunity once poly bottoms out. Question is how long that will take...
  6. Solar News

    China PV makers see financial difficulties http://www.digitimes.com/news/a20180213PD201.html Who feels the vibe?
  7. Daqo (DQ)

    Fresh from PVInsights: "Polysilicon posted a fifth straight week of losses, wiping away the year's gains in a string of light trading sessions, pressured by weaker-than-expected demand and continuous ramp-up of the Chinese Polysilicon supplies..." I'm just saying...
  8. First Solar (FSLR)

    GTM analysis of what this contract means: https://www.greentechmedia.com/articles/read/50-megawatt-battery-will-give-arizona-peak-power-from-the-sun#gs.LmA_2IM Is it nerdy to get excited over stuff like this??
  9. First Solar (FSLR)

    First Solar winning a dispatchable power tender with a combination of PV and battery storage: http://investor.firstsolar.com/news-releases/news-release-details/aps-first-solar-partner-arizonas-largest-battery-storage-project https://www.bloomberg.com/news/articles/2018-02-12/a-powerful-mix-of-solar-and-batteries-is-beating-natural-gas Things are starting to get interesting in solarland guys and gals. No time to be switching to marijuana yet.
  10. Solar News

    Why is everybody here talking about marijuana and not about the emerging PV-markets? I was under the impression that India was the last 5GW+ market we would see for a while but there seems to be another very bright spot on the map folks: https://www.theguardian.com/australia-news/2018/feb/11/australias-solar-power-boom-could-almost-double-capacity-in-a-year-analysts-say
  11. Solar News

    Qu suing Trump over tariffs: https://renewablesnow.com/news/canadian-companies-file-suit-against-us-solar-tariffs-601293/
  12. Trading Solars

    If there's one thing I have learned from the solar space is that the CNs think of Wall Street as an ATM and that their respect for western shareholders is non-existent. This secondary offer is just a last round of WS milking before they tank the stock and take the company private. And looking at company and market fundamentals it will be child's play to tank the stock.
  13. First Solar (FSLR)

    First Solar, Inc. To Announce Fourth Quarter and Full Year 2017 Financial Results on February 22, 2018 Mark your calendars, the con call should be quite interesting.
  14. First Solar (FSLR)

    FSLR possibly behind the proposed 1GW Nevada plant: https://www.pv-tech.org/editors-blog/is-first-solar-behind-1gw-solar-plant-planned-for-nevada American-made panels providing one of the cheapest solar power on the planet. What's not to love about this?
  15. Daqo (DQ)

    Good Lord check out PVInsights.
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