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MVA

Solar Member
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MVA last won the day on November 4

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. MVA

    Canadian Solar (CSIQ)

    We have another big fund joining CSIQ - Morgan Stanley (2,959,560 shares) as of 11/29/2018... https://fintel.io/so/us/csiq
  2. MVA

    Canadian Solar (CSIQ)

    Listen to the Presentation. There was another question regarding SH value during (minute 50:28), Qu's answer was - "we consider all options available".
  3. MVA

    Canadian Solar (CSIQ)

    Lion Point & Co pushed and continue to push BOD to think how to reward shareholders. Options they consider, according to Qu, are as follows: 1) Buy back shares 2) Reducing debt 3) Paying dividends 4) Increasing CAPEX... - this one is probably most favorite of Qu, implying that Qu sooner spend all my (shareholder's) money on capacity expansion for his toy (the company) rather than share and give something to multi year bagholding martyrs... This pal have to be controlled big time. He also was noticeably irritated, during the call, feeling first time probably, the pressure from shareholders with similar voting power... Now, lets wait for Christmas present from BOD...
  4. MVA

    Canadian Solar (CSIQ)

    My post below, exactly one year ago... 🙂 How right I was. Lion Point & Co do not let this company slip easily through their hands... Just listen to Press Conference... "We listen to shareholders", "Share holders want us to do that or this"... Good! No more easy escape window for you - Mr. Qu! ----------------------------------------------------------------------------------------------------------------------------------------------------------- Canadian Solar (CSIQ) MVA replied to dydo's topic in Canadian Solar Inc. (CSIQ) Exactly Robert, that's my point. I do not believe for a second that American sharks let this golden fish swim back to China sea at such a low ransom 🙂 December 11, 2017adian Solar
  5. MVA

    Canadian Solar (CSIQ)

    Correct, but Neighborhood Power chose Canadian Solar bifi panels and not Trina's, Jaso's, JKS's or others... 🙂
  6. MVA

    Canadian Solar (CSIQ)

    Yea, I see two positives at least: 1) Despite the rollout of the “531 New Policy,” China's new grid-connected PV capacities still topped 10.2 GW in Q3, beating expectations. https://www.energytrend.com/research/20181109-12545.html 2) Demand for CSIQ bifacial modules even in tariffs infested US market... http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solars-delivery-10-mw-bifacial-modules-neighborhood We will see tomorrow... :-)))
  7. MVA

    Canadian Solar (CSIQ)

    Canadian Solar bifacial PV modules - looks like a great alternative to FSLR S6 panels in USA...Even with tariffs... http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solars-delivery-10-mw-bifacial-modules-neighborhood
  8. MVA

    Canadian Solar (CSIQ)

    Solar is a commodity business, same as mining & metals industry... Always cycles. It is a law. The only way to maintain stock price, regardless of cycles, is good Balance sheet.
  9. MVA

    Canadian Solar (CSIQ)

    It is better than nothing anyway... Two days ago doom & gloom in PV industry, and now everybody is arguing if extra 20 GW per year is good enough... :-)))))))))))) This is human nature... Always not enough... China target upgrade is net positive whatever way you look at it...
  10. MVA

    Canadian Solar (CSIQ)

    Yes, I know. But tariffs in USA...? I don't know new "NAFTA" details with Canada, but just some thoughts in a loud voice: What if Recurrent can import free of tariffs PV cells (2 GW limit for entire USA), custom clear them in USA, and then to ship them in Canada, where they will be assembled into PV modules, through "tolling scheme" (as a service), and then shipped back in USA as modules. Thus, they may circumvent all tariffs...
  11. MVA

    Canadian Solar (CSIQ)

    4 main catalysts are ahead for CSIQ: 1) Midterm election today (Dems victory will be, probably, good for renewable stocks). 2) Earnings on November 15 (Results may be good, but watch out for guidance). 3) China revising its 2020 PV targets (If revised from 100 to 250 GW, then we have solid 50 GW/year until 2020, which perfectly offsets China May 31 policy change). 4) China declared yesterday readiness to start discussing trade policy with USA. May be solar tariffs will be canceled... Who knows...? If all three are positive = $18+/share... why not?
  12. MVA

    Canadian Solar (CSIQ)

    So, why then to dissolve the Committee? He simply could come with lower offer now... while PV market is still depressed. Things change quickly, tomorrow PV market may jump up again, and then how to justify lower offer? JASO, for instance, simply reduced previous offer... The new offer (if any) will start the whole process over again: Forming Committee, hiring legal advisers, etc.. And all this show paid with shareholders money... People may get really frustrated... Class action will follow and SEC investigation.
  13. Robert, don't you think NIO represents better choice in the near term? Looks like they are increasing their EV cars delivery from month to month by at least 50%... Q-3 deliveries 3268 cars with average sale price of $70 K = $228 mln. In Q4 they are going to reach about 6600 cars, which translates to $460 mln of revenue... Currently stock price is $6.5/share... With revenue double by end of December 2018, I think stock price should be $10-14 range... https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-delivered-1766-es8-vehicles-month-september
  14. MVA

    Canadian Solar (CSIQ)

    500 MW worth of PV modules...!!!! I wonder if Canadian solar remains the main supplier, considering new pricing environment in USA...? https://pv-magazine-usa.com/2018/11/02/after-more-than-a-decade-the-500-mw-palen-solar-power-project-is-approved/
  15. MVA

    Canadian Solar (CSIQ)

    Dr. Qu updating on PV manufacturing cost: "I also gave a cost outlook in 2016. I was pretty accurate through Q4 2017. I was also accurate to predict that the manufacturing cost will go down to 25 cents per Watt, but I did not predict the timing right. Module manufacturing cost is reaching 25 cents per Watt in Q4 2018 for leading manufacturers, literally as we speak, rather than in Q4 of 2020 as I originally predicted." https://www.linkedin.com/pulse/breakaway-hat-trick-solar-dr-shawn-qu/
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