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MVA

Solar Investor
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MVA last won the day on January 3

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About MVA

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

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  1. Solaria Sues Canadian Solar for Patent Infringement https://finance.yahoo.com/news/solaria-sues-canadian-solar-patent-234200564.html Ooooooo, I didn't expect it from Qu man... Shame!
  2. I never short! But yes, you are right, I was hoping to enter back at levels around 10... Who knows...? 🙂 But CSIQ is the greatest among all solars!!! Fact!
  3. Canadan Solar: Yan Zhuang, Acting Chief Executive Officer, commented: "We were experiencing strong demand across all regions until the past few days, as we started to see some delays and weakening demand.
  4. Tomorrow morning is a big day for Canadian! Something tells me CSIQ is not going to fall... Though, I'd like to see it around $10 again...
  5. What do you guys think of our beautiful companies CSIQ & JKS? Is it a buy at these levels or we should see $10-8/share levels? Thanks for your opinion!
  6. JinkoSolar called 'worthless' in short-seller report https://seekingalpha.com/news/3548602-jinkosolar-called-worthless-in-short-seller-report?utm_medium=email&utm_source=seeking_alpha&mail_subject=jks-jinkosolar-called-worthless-in-short-seller-report&utm_campaign=rta-stock-news&utm_content=link-3
  7. Whatever happens in the morning - FSLR is untouchable for me. Although SPWR bounced back quite nicely, after collapsing to 8.16... Only two companies, in solar sector, I will consider this year - CSIQ & JKS, but only after they correct back to 18-20 level, probably in March. I think, some time during the year, they will touch $40 again. But real play of the year will be Starlink IPO....
  8. First Solar EPS misses by $1.43, misses on revenue 😮 Trading is halted... Catastrophic!!! First Solar (NASDAQ:FSLR Q4 Non-GAAP EPS of $1.48 misses by $1.43; GAAP EPS of -$0.56 misses by $0.87. Revenue of $1.4B (+102.5% Y/Y) misses by $460M
  9. CANADIAN SOLAR COMPLETES SALE OF 56.3 MWP SOLAR POWER PLANT IN JAPAN FOR JPY 22.3 BILLION (USD 205 million). http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-completes-sale-563-mwp-solar-power-plant-japan
  10. MVA

    SunPower (SPWR)

    Sunpower is down. Next in line FSLR... SunPower EPS in-line, misses on revenue https://seekingalpha.com/news/3541316-sunpower-eps-in-line-misses-on-revenue?utm_medium=email&utm_source=seeking_alpha&mail_subject=breaking-spwr-earnings&utm_campaign=rta-stock-news&utm_content=link-3
  11. Good news for FSLR fans... A new manufacturing process for cheaper CdTe panels https://www.pv-magazine.com/2020/01/29/a-new-manufacturing-process-for-cheaper-cdte-panels/?utm_source=dlvr.it&utm_medium=facebook
  12. 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/
  13. 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.
  14. 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."
  15. MVA

    Beyond Solar

    Thank you for your opinion!
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