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MVA

Solar Member
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Everything posted by MVA

  1. MVA

    Solar News

    China reveals details of first 15 GW of grid parity solar https://www.pv-magazine.com/2019/05/22/china-reveals-details-of-first-15-gw-of-grid-parity-solar/
  2. Canadian Solar among buyers of 75% stake in Kazatomprom photovoltaic (PV) cell and module production units. https://renewablesnow.com/news/kazatomprom-selling-75-stake-in-kazakh-pv-production-ops-654654/
  3. USD/CNY 6.9131 as of now... steadily moving to $7
  4. This particular Mustang plant was in operation since Q3/2016. Probably recovered some portion of its cost with electricity sells by now. But stock is simply dead! Volume is ridiculous... Nobody sells & nobody buys...
  5. JinkoSolar Announces Proposed Follow-on Offering of 3,750,000 American Depositary Shares... https://finance.yahoo.com/news/jinkosolar-announces-proposed-offering-3-202900817.html
  6. CNY continue to fall: 6.87/USD as of now. Step by step increasing margin for Canadian solar!
  7. Looks like US tariffs hike on Chinese imports already have positive effect on Canadian Solar's margin: CNY is falling...as of now USD/CNY is 6.8... They don't ship PV panels of chinese origin to USA since 2016 anyway, but for other markets, especially EU, it will help a lot to make more money. Forex traders say CNY/USD may go up to 7+ if Trade deal is not reached until end of this week... I think Chinese government will continue to devalue their currency to offset 25% increase in US tariffs.
  8. MVA

    Solar News

    "...JinkoSolar has secured new solar panel orders totalling 10.7GW in the first four months of 2019, setting a company and industry record" https://www.pv-tech.org/news/jinkosolar-sets-new-solar-panel-order-intake-at-10.7gw-in-first-four-months
  9. Agreed. Entire amount definitely recognized not in Q2. But if at least 60% of it enters 2019, we may see Revenue crossing $4 bn threshold.
  10. MVA

    Solar News

    We will see in Energytrend comments tomorrow if it is typo or not...
  11. MVA

    Solar News

    And yet PV module prices jumped big this week... https://www.energytrend.com/solar-price.html
  12. MVA

    Solar News

    Looks like H2/2019 in China will be explosive: with about 15 GW PV installations per quarter... https://www.pv-tech.org/news/chinas-new-subsidy-programme-could-support-up-to-50gw-says-official
  13. MVA

    Solar News

    A little bit more details here... https://www.pv-tech.org/news/china-plans-to-enter-a-subsidy-free-solar-market-beginning-in-2021
  14. MVA

    Solar News

    China enters 18-month transition to subsidy-free solar https://www.pv-magazine.com/2019/04/11/china-enters-18-month-transition-to-subsidy-free-solar/ If this new policy will have similar effect on components cost in China as May 31 policy, then companies like Canadian solar (with 90% of their sales outside of China) will benefit enormously. Margins will be in the 20-25% range again.
  15. MVA

    Solar News

    Components (prices for poly, wafers & cells) are falling faster than modules again, increasing margin for tier 1 producers who contract their sales (with fixed prices) 3 months in advance: CSIQ, JKS.... https://www.energytrend.com/solar-price.html
  16. MVA

    Solar News

    It was always a strong signal to buy, when he (hoium) issued his "articles"... Proved by time.
  17. Oppenheimer analyst Colin Rusch maintained a Buy rating on Canadian Solar Inc (CSIQ) today and set a price target of $22. Rusch observed:
  18. I think their shipment guidance is very conservative (7.4 - 7.8 GW)... Otherwise what is the point to increase module capacity up to 11.2 GW? Obviously shipment will be dramatically increased after Q-1, especially after China ratifies its PV 2019 policy. Also, as per Qu (CEO), their shipment to domestic (China) market planned at the level of 10% only... Module ASPs in foreign markets are mostly higher, and container logistics are very cheap...
  19. MVA

    Solar News

    This news is old, from February 19... http://guangfu.bjx.com.cn/news/20190219/963637.shtml Actual subsidy cut was on May 31/2018... In 2019 - 3 bln help ($448 mln) - is actually increase in subsidies after May 31/2018 disaster... Headline is misleading....
  20. Please make your own analysis and you will see for yourself... But, I think, your objectiveness is seriously impaired by total investment (100%) in FSLR, therefore, whatever conclusions you'll have, it will always be in favor of FSLR... Human mind is prone to self-deception and self-complacency. Good luck with your ER today... Pay attention to S6 factual performance vs planned 🙂
  21. Why do you always pick on Canadian Solar? It is so obvious... 🙂 Are you jealous that FSLR is slowly drifts away into nothingness, with its underdeveloped S6 joke, and "Canadian solar" slowly but surely becomes #1 Solar company in the world? ...🙂
  22. R&D engineers at Canadian Solar have developed proprietary LeTID mitigation technologies through many years of research in materials, processes and production equipment. This has made Canadian Solar one of a few solar cell and module manufacturers who have mastered the technology to mitigate and control LeTID in high volume production. https://www.linkedin.com/pulse/why-should-you-pay-attention-letid-dr-shawn-qu/
  23. Canadian Solar Won 94 MWp of Subsidy-Free Electricity Contracts in Alberta's Public Power Auction http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-won-94-mwp-subsidy-free-electricity-contracts
  24. MVA

    Solar News

    Chinese city wants 700 MW of new solar within two years: The announcement from the city authorities comes in the wake of the central government’s call for local authorities, electricity companies and big lenders to remove roadblocks to what it designated ‘grid-parity’ PV projects, by which it meant installations which did not benefit from central subsidies but which could be encouraged by local incentives. https://www.pv-magazine.com/2019/02/14/chinese-city-wants-700-mw-of-new-solar-within-two-years/
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