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Solar Investor
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MVA last won the day on January 3

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

    Solar News

    China added 12 GW of solar last month for 30 GW annual figure https://www.pv-magazine.com/2020/01/20/china-added-12-gw-of-solar-last-month-for-30-gw-annual-figure/
  2. Like I said: a month ago CSIQ was a good buy. Now, not so much.... I am, personally, out of solars, and just waiting to see what happens during next 1-2 months. Too much of new production capacity means: 2011-2012 glut is possible again... And single digits prices for shares of our beloved solar companies is a possibility.
  3. Yeah... I told Klothilde, a month ago: Drop FSLR and buy Canadian. But she will never admit that FSLR is a loser. "Systems has lost 80%+ of its U.S. market share. And the Street has completely missed it," Barclays analyst Moses Sutton writes."
  4. MVA

    Beyond Solar

    Thank you for your opinion!
  5. Thin film technology is slowly dying. Will FSLR survive? I don't think so... ๐Ÿ˜ž https://www.pv-magazine.com/2020/01/14/hard-times-for-pv-thin-film-module-makers-as-crystalsol-and-calyxo-file-for-insolvency/?utm_source=dlvr.it&utm_medium=facebook
  6. MVA

    Beyond Solar

    Hi Robert! Do you think Portola (PTLA) is done or any chance to recover at least to $20, in the following month, and therefore is a good buy now?
  7. First Solar to pay $350M to settle class action lawsuit https://seekingalpha.com/news/3529823-first-solar-to-pay-350m-to-settle-class-action-lawsuit?app=1&utm_medium=email&utm_source=seeking_alpha#email_link
  8. MVA

    Solar News

    I think we cannot escape gloom-and-doom.... Latest China news: https://www.pv-magazine.com/?utm_source=crossdomain&utm_medium=referral&utm_campaign=tabs
  9. Exited comfortably from CSIQ before year end. With today's Goldman upgrade (Neutral to BUY), downward correction in Canadian is almost guaranteed... :-)))) However, with so much of a new capacity coming online (latest news from JA Solar)... I am not even sure that I want back in... Probably will stay in my beloved "mining & metals" sector for a while... At least until Chinese New year.... FSLR investors - Good Luck! ๐Ÿ˜‰ https://www.pv-tech.org/news/ja-solar-unveils-plans-for-new-5gw-cell-10gw-module-production-facilities
  10. MVA

    Solar News

    "Cliff edge" in two days will become history.... Key line from this article is this: Benefiting from strong overseas market demand from Europe, the Middle East, India, Latin America and Australia, major China PV manufacturers are continuing to do very good business.
  11. We still have 4 trading days left in this year. I still think we have to touch CSIQ book value number $22.4. At least. Low volume today tells me, it is not peak yet. We will see.... Happy Holidays to all!!! All the Best!!!
  12. Canadian Solar sold 70% stake in Iron SPV Italy (35 MW) to Falck Renewables. https://renewablesnow.com/news/falck-acquires-70-stake-in-owner-of-35-mw-italian-solar-project-680973/
  13. Thanks for correction. Article's date said Dec-18/2019....
  14. Solar Frontier Americas acquires Canadian Solarโ€™s 210 MWp Mustang Two solar project https://pvbuzz.com/solar-frontier-acquires-canadian-solar-project/
  15. I think it will continue to climb till the end of year: December 27 to be exact... I also think, there is high probability, that we may see book value number - $22.4 at least, sometime in the next two weeks, or earlier... In 2015, for instance, similar pattern occurred: price dropped to $14.15 in August, and by end of December it was already $29.83/share. So, $24, yes, I think it is very possible.
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