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MVA

Solar Member
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MVA last won the day on January 12

MVA had the most liked content!

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About MVA

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  • Location :
    Miami Beach, FL
  • Interests
    Solar, Mining & Metals
  1. Canadian Solar (CSIQ)

    Canadian Solar secured 290 MW of photovoltaic capacity as Brazil awarded contracts for 39 projects in its latest renewable energy supply auction. https://www.pv-magazine.com/2018/04/06/brazilian-pv-market-is-maturing-faster-than-expected-comment/
  2. Canadian Solar (CSIQ)

    I was talking about events after Dec-11/2017... Regardless of how I hate them for what they did to long term investors (me), I see no manipulations from the company's management after Dec-11/2017... ANALysts, on the other hand, yes - they do manipulate with their stupid upgrade/downgrade game....
  3. Canadian Solar (CSIQ)

    We will see. Very soon :-)
  4. Solar News

    Be careful with DQ!!! Qu (CSIQ chieftain), during ER today, confirmed that Silicon prices went down to $14-15/kg level already...
  5. Canadian Solar (CSIQ)

    To be honest with you Mark, I saw today not a single sign of "obfuscation"... I guess Qu decided to do it (goPrivate) honest and correct way... Therefore, I am strongly convinced now that price will be adjusted to $20 - 21/share level... BOD/Committee not stupid, they know now that they will be asked eventually to justify 18.47/share versus 20-26/share at JKS... and we all know what JKS is...
  6. Canadian Solar (CSIQ)

    Qu presentation was good today, clear and distinctly... I think buyout price will be adjusted to $19,5 - $20.5/share level...
  7. Solar News

    looks like they (ANALysts) pump JKS to drop hard on ER day, and they push down CSIQ this entire week to buy cheap before VERY possible jump on ER day on Monday... Fun to see if I am right...
  8. JA Solar (JASO)

    So, 10% can block the deal?
  9. Daqo (DQ)

    ASP decline is already affecting... And contract reneging - is common practice in China... When (not if) price go back to 14 $/kg... I wonder how many clients will respect 19 $ contract and try HARD not to renegotiate ... :-))))
  10. Daqo (DQ)

    Daqo is done for this year. Now back to 30-40 level. ASP decline and material surplus - these are two main factors which are against polysilicon producers in 2018... Cost reduction (if any) is irrelevant for Wall street... as usual...
  11. Canadian Solar (CSIQ)

    Robert, Is it in line with your prediction 4 month ago, or the result is better? ...I can't get access to your last article at Seeking Alpha to refresh my memory...
  12. Solar News

    CSIQ is 2.4% UP after hours with high volume (87K)... Probably good news will be out tomorrow morning... Either on buyout decision or sale of American projects... ...Chinese Holiday season is starting in 3 days (Feb-15), I guess Board of Directors wants to make a "pleasant" New Year's present for Mr. Qu...
  13. Trading Solars

    Solar market is expected to rebound in March, after Chinese holidays, and if Qu will be downgrading CSIQ with his mumbling, during ER in March - I will sue him personally, I promise!!!... It looks to me more and more like a ponzi scheme... Every Qu statement always included, Quote: "... to increase the value for our shareholders"... And thus, after promising stars and collecting SH's money and building successful company with a lot of projects for sale (disguised as liabilities on its balance sheet, until sold), he is going to snatch the company, built with my money, and disappear into China... Tell me it is not a modern style ponzi in action...
  14. Canadian Solar (CSIQ)

    CSIF fund in Japan is planning to buy something for 992 mln yen on February 1-st. Probably project from Canadian solar in Japan... https://www.reuters.com/article/brief-canadian-solar-infrastructure-fund/brief-canadian-solar-infrastructure-fund-to-acquire-properties-for-992-mln-yen-and-to-take-out-loan-of-900-mln-yen-idUSL4N1PJ2L2
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