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Mark

Solar Investor
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    415
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    15

Mark last won the day on September 7

Mark had the most liked content!

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33 Excellent

About Mark

Profile Information

  • Location :
    South Carolina

Portfolio

  • Portfolio %
    FSLR 70%, CSIQ 20%, JKS, 5%, SPWR 5%

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  1. Mark

    Canadian Solar (CSIQ)

    256MW? Very nice. Can only mean one thing. Down we go today! https://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-partners-biosar-build-256-mwp-solar-project-total
  2. Mark

    Solar News

    Eh, that's the 2019 go private that oozes into 2020.
  3. Mark

    Solar News

    Good old Travy, https://www.fool.com/investing/2018/10/14/can-solar-energy-really-grow-6500-by-2050.aspx
  4. Mark

    Solar News

    Please, get the tier 2 and 3 players out. Faster, faster.
  5. Mark

    JinkoSolar (JKS)

    Eh, I'm thinking maybe its about the possible corruption in China and how it may affect the Top Runner program. https://www.pv-magazine.com/2018/09/28/an-investigation-at-chinas-national-energy-agency-might-delay-pv-programs/
  6. Mark

    Canadian Solar (CSIQ)

    For anyone interested, I had emailed IR asking why the due diligence period was on Qu right now, since it seemed to me like the Board was on the hook to consider his offer and we were waiting on their opinion. Response: That is a reasonable question. My understanding is that since it was a non-binding offer, the Board needs confirmed financing commitments for Dr. Qu before it can move forward with its process.
  7. Mark

    Solar News

    https://www.pv-tech.org/news/chinese-government-offers-glimpse-of-path-to-post-subsidy-solar
  8. Mark

    Solar News

    Seems as though the addition 10GW of unsubsidized projects that China was allegedly to be rolling out (per PV Magazine) wasn't true... anyone read anything elsewhere in regards to that rumor?
  9. Mark

    Canadian Solar (CSIQ)

    Back of the envelope, looks like 9 big fish own 50% of the company. Qu with about 23% Lion Point 6.1% Blackrock 4.27% Invesco 3.02% Park West 3.01% JP Morgan 2.66% Barclays 2.6% Morgan Stanley 2.37% DNB Asset 2.35% And it looks like Qu added 351K shares last quarter? I'd missed that but suspected he was buying on the dip. Asked IR about and they said there was nothing prohibiting him from doing so.
  10. Mark

    Canadian Solar (CSIQ)

    JP Morgan filed an amended 13G showing 2.6% ownership now. But I thought that was already known?
  11. Mark

    Canadian Solar (CSIQ)

    How do you see the price changing if you see one, Robert? I emailed Lion Point for clarity on their position. I don't expect a response, but hey, no harm in asking!
  12. Mark

    First Solar (FSLR)

    I actually got a rare response from investor relations. However, it was totally useless. I inquired about the S6 production issue to see if there was any progress/update there. And also suggested that they be more liberal with putting out press releases like the CNs do in regards to supply agreements or project sales or whatever else. I had also asked about contracts and what they're seeing in pricing since the last call, but they ignored that question. The response to the other 2 questions: Thanks for your email. Regarding the current status of Series 6 production and recent orders or bookings, First Solar has not provided any updates since our previous earnings call on these topics. Given the nature of these items, updates are generally provided to investors at our quarterly calls, so that the information is available in real-time to all interested parties. Lastly, as it relates to press releases the timing and frequency of these announcements is dependent on a number of factors including whether information is substantive enough to warrant a public announcement.
  13. Mark

    Canadian Solar (CSIQ)

    There's also this: Canadian Solar Inc. (the "Company" or "Canadian Solar") CSIQ, -0.42% one of the world's largest solar power companies, announced that it has completed the sale of three additional solar power plants totaling 30.4 MWp for JPY11.5 billion (US$103.1 million) to the Canadian Solar Infrastructure Fund, Inc. ("CSIF", Tokyo Stock Exchange ticker 9284) in Japan. This expands CSIF's current capacity to 105.6 MWp from 75.2 MWp. I suspect there's no reaction because there are 250 of us in the world that invest in solar stocks and we're all holding a bag already.
  14. Mark

    Solar News

    Thinking mostly CSIQ news and we'll have another rally if/when China announces their plan. Added a little bit FSLR today.
  15. Mark

    Canadian Solar (CSIQ)

    Given the Issuer’s high quality assets as well as the outstanding $18.47 per Share acquisition proposal (the “Privatization Proposal”) made by Shawn (Xiaohua) Qu, the Issuer’s Chairman and Chief Executive Officer (the “Chairman”), Lion Point continues to believe that the Shares are significantly undervalued and trade at a steep discount to their intrinsic value. Lion Point also believes that there are significant opportunities within the control of the Issuer’s management and Board of Directors (the “Board”) to unlock shareholder value, including operational expense reductions, share repurchases, improved communication with public investors and strategic transactions, including a spin-off or separate listing of the Issuer’s energy business or a sale of the Issuer as a whole or in parts. Following the public announcement of the Privatization Proposal, Lion Point had conversations with several large financial and strategic institutions that expressed an interest in potentially providing financing for the Privatization Proposal, and Lion Point subsequently submitted a preliminary term sheet, subject to due diligence and certain other conditions being met, including the participation of certain third party financing sources, to the Chairman offering to provide a 5-year financing package of up to $250 million to i) backstop the sources of funds arranged by the Chairman for the Privatization Proposal and ii) to make additional funds available to increase the per Share price of the Privatization Proposal, if necessary. Lion Point has also indicated to the Chairman that, based on its discussions with certain financial institutions and strategic investors, it may be able to significantly increase the size of the offered financing subject to governance, diligence and other conditions.
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