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MVA

Solar Investor
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MVA last won the day on December 9

MVA had the most liked content!

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About MVA

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  • Location :
    Miami Beach, FL
  • Interests
    Solar, Mining & Metals

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  1. Nobody interested in S6 anymore. Bifacial is a king! Lightsource BP is expecting to deploy gigawatts of bifacial solar capacity in the coming years, declaring that most – if not all – of its 12GW+ pipeline will come forward using the technology. "In late October, Lightsource BP closed financing arrangements for a 200MWp project in Australia which will use Canadian Solar-manufactured bifacial panels." https://www.pv-tech.org/news/lightsource-bp-to-deploy-gigawatts-of-bifacial-panels-in-cross-continent-pi
  2. MVA

    Solar News

    CPIA: China will add 40 GW of solar in 2020 https://www.pv-magazine.com/2019/12/13/cpia-china-will-add-40-gw-of-solar-in-2020/
  3. MVA

    Solar News

    Previous corrupt government established, intentionally, extremely high FITs, in order to build PV plants for themselves (through connected oligarchs), and to pump money into their own pockets from state coffers. Ukrainian FIT was around 10 hr/Kwh ($0.9) in 2014 and around 5 hr now, which was the highest tariff in the world.... Now, FIT adjustment is normal process to bring it down to reasonable (competitive) level...
  4. Declaring a full buyout at this price level would be in conflict with Board of directors' fiduciary duty. But with shares repurchase program, they can buy certain amount of shares at ridiculously low price without any conflict. Thus minimizing future expenses for 100% buyout, which, I believe, happens anyway sometime in 2020-2021...
  5. I believe eventual goal is full buyout. At least we know there won't be one until June 8/2020...
  6. CANADIAN SOLAR ANNOUNCES A $150 MILLION SHARE REPURCHASE PROGRAM http://investors.canadiansolar.com/index.php/news-releases/news-release-details/canadian-solar-announces-150-million-share-repurchase-program
  7. MVA

    Solar News

    China’s Worst Solar Days Seen Over as Capacity Is Set to Soar https://www.bloomberg.com/news/articles/2019-12-05/china-s-worst-solar-days-seen-over-as-capacity-is-set-to-soar
  8. MVA

    Solar News

    "In October, BloombergNEF analyst Jenny Chase told PV Tech the expectation is the technology (bifacial) will power “almost all utility-scale plants” by the early 2020s. From Brazil to Denmark, Armenia and Singapore, the growing list of countries now hosting bifacial schemes is taking the technology to the world’s four corners. Already by 2024, installed bifacial capacity could pass 21GW worldwide, consultancy Wood Mackenzie believes." https://www.pv-tech.org/news/bifacial-wins-another-fighting-chance-as-judge-halts-trumps-crackdown
  9. MVA

    Solar News

    I don't care about FSLR... But if you do, read this: "First Solar, the letter said, had “ongoing customer negotiations immediately disrupted” at the time the exclusion was originally requested." https://morningconsult.com/2019/11/06/solar-firms-sought-senate-help-on-end-of-bifacial-panel-tariff-exclusion/ I, personally, never going to touch FSLR...
  10. MVA

    Solar News

    Bifacial market to grow tenfold by 2024 https://www.woodmac.com/news/editorial/bifacial-2019/ "This will have a profound impact on the technology preference of U.S. developers, especially those in the utility-scale business. Bifacial module installations in the U.S. will experience sustained growth in the next five years, expanding from just over 500 megawatts in 2019 to over 2,000 megawatts in 2020, and rising to more than 7,000 megawatts in 2024." This article is from September 2019. Now, take into account new cost reduction (last couple of months) in PV manufacturing and tenfold can easily be twentyfold...
  11. MVA

    Solar News

    Imported bifacial solar modules back on tariff exemption list https://www.solarpowerworldonline.com/2019/12/imported-bifacial-solar-modules-back-on-tariff-exemption-list/
  12. MVA

    Solar News

    Klothilde, switch camps already. You see that CSIQ is more promising than FSLR... Why to torture yourself? Make decision. 🙂
  13. MVA

    Solar News

    Court hearings may last until November 2020, when M. Bloomberg becomes President. And then it won't be important anymore, because all tariffs will be abolished by newly elect first week in the office. I think this scenario is very possible. Quote: "Invenergy is likely to succeed on the merits."
  14. MVA

    Solar News

    THANK YOU "INVENERGY"!!!!! Trade court blocks Trump move to kill solar tariff loophole The trade court issued a preliminary injunction freezing the administration's move to eliminate the provision that exempted bifacial panels from duties. While a boon to the industry at large, the court's ruling is a setback for companies that make panels in the U.S., including First Solar (FSLR -3.1%) and SunPower (SPWR -2.2%). The ruling came in response to a complaint filed by Invenergy LLC which challenged the government's withdrawal of the exclusion; in its ruling, the court says it granted the injunction because "Invenergy is likely to succeed on the merits." https://seekingalpha.com/news/3524080-trade-court-blocks-trump-move-to-kill-solar-tariff-loophole?app=1&utm_medium=email&utm_source=seeking_alpha#email_link
  15. MVA

    Solar News

    Rumor is spreading that "loophole" remains intact. No facts yet.... Hence FSLR & SPWR are both down...
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