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Everything posted by MVA

  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
  15. Solar News

    "In a statement, the administration said it would now look to open negotiations on existing anti-dumping and anti-subsidy duties on Chinese solar products and the reciprocal duties placed on US polysilicon by Beijing."
  16. Solar News

    "The U.S. Trade Representative’s office responded to a pv magazine email and indicated there were no countries exempted from the solar tariff decision, although it wasn’t clear if Singapore was included."
  17. Solar News

    I am curious if, besides DACA, democrats are also pushing for PV tariff total rejection, to avoid government shutdown...? Timing is just perfect...
  18. Daqo (DQ)

    Watch out for Hemlock... If there will be a deal, in the next 10 days, with 201 section rejection in exchange for Chinese poly market access for Hemlock and other US poly producers, then DQ may have a problem... https://pv-magazine-usa.com/2018/01/12/hemlock-calls-on-trump-to-restore-access-to-the-chinese-polysilicon-market/
  19. Daqo (DQ)

    Polysilicon is not some RareEarth metal, which can be difficult to mine/produce. Silicon is abundant, this niche with a high price will be filled quickly... And then oversupply... GCL-Poly Energy Holdings is one of many who adds 40 000 mt of polysilicon to Chinese market in 2018...https://www.pv-tech.org/news/gcl-poly-to-spend-us823-million-on-expanding-polysilicon-production-by-4000
  20. Daqo (DQ)

    She is right. My background is 17 years of Ferroalloy production and trading. Ferrosilicon (met grade) is one of them. Metal oversupply happens constantly. When producer is facing oversupply and price going below production cost, there is usually two scenarios: 1) is to shut down facility, send employees home with 75% pay, continue to pay multiple payments (taxes, leases, rents, maintenance, etc) and wait until shortage of material on the market again or 2) continue producing at a loss. But that loss will be smaller than loss at idle facility. I had personally experienced at one facility 6 times what I have described. So, Yes, price can go below 12 or 7 or whatever cost is at DQ, in no time. And yes, one should expect oversupply in China as there is expected extra volumes coming online in 2018....also what is important is that Silicon price of $20/kg is only in China, the rest of the world has around 15... such situation is going to change, it can’t be like that for a long time...
  21. Solar News

    What is going on with JA Solar? Anybody knows? Volume 1.5 mln and price 7.62, $0.07 more than buyout offer (7.55)... Is it the last day on the market for JASO?
  22. Canadian Solar (CSIQ)

    Canadian Solar Sells 80 MW Solar Project in Maharashtra, India https://mercomindia.com/canadian-solar-solar-project-maharashtra/ I don't remember company's Press Release on this sale...
  23. Canadian Solar (CSIQ)

    Brazil to hold another auction including solar in April 2018 https://www.pv-magazine.com/2017/12/04/brazil-to-hold-another-auction-including-solar-in-april/
  24. Canadian Solar (CSIQ)

    Wow, JASO in Premarket 7.78/share... Above buyout price 7.55...