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Everything posted by MVA

  1. Oppenheimer analyst Colin Rusch maintained a Buy rating on Canadian Solar Inc (CSIQ) today and set a price target of $22. Rusch observed:
  2. 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...
  3. 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....
  4. 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 🙂
  5. 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? ...🙂
  6. 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/
  7. 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
  8. 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/
  9. MVA

    Solar News

    Energytrend shows increase in all prices: https://www.energytrend.com/solar-price.html
  10. MVA

    Solar News

    15-25 GWp - this is only what entitled to FIT-based subsidization. Add to these numbers GWps installed based on China subsidy-free program, where under new plans, all relevant bodies will be asked to clear obstacles for those projects that can undercut coal (coal-fired benchmark on-grid price). So, overall we can easily reach 45-55 GWp range in 2019... https://www.pv-tech.org/news/china-reveals-new-subsidy-free-solar-and-wind-policy ... And the phrase: "The amount will slump 81.6% from subsidies totaling CNY16.3 billion in 2018" ... - is ridiculous!!! On May 31/2018 - China canceled ALL subsidies... And now, in 2019, we have both incentives: Bureaucracy-free help and FIT stimulus - which is much, much better!!!!!!!!!!!! than situation in the second half of 2018...
  11. Canadian is strong today, but volume is extremely low... Robert, people need your detailed article on Seeking alpha to stimulate more interest...
  12. MVA

    Solar News

    FSLR nowhere in sight by the way...
  13. MVA

    Solar News

    Here is a news: China ready to set 3 GW quota for residential solar in 2019 https://www.pv-magazine.com/2019/01/24/china-ready-to-set-3-gw-quota-for-residential-solar-in-2019/
  14. China unveils an ambitious new push on grid parity solar https://www.pv-magazine.com/2019/01/10/china-unveils-an-ambitious-new-push-on-grid-parity-solar/
  15. MVA

    Solar News

    I was never JA Solar investor, and I don't care about any settlements. I see in this a great signal to Dr.Qu, that image of his company can be damaged, in case of such class actions. And those, like me, who follow CSIQ for 5 years or more knows very well that Qu cherishes very much his personal and his company's reputation...
  16. MVA

    Solar News

    Another NY legal firm files class action against JA Solar https://www.pv-magazine.com/2019/01/08/another-ny-legal-firm-files-class-action-against-ja-solar/
  17. MVA

    Solar News

    A New York-based legal practice is preparing a class-action lawsuit on behalf of shareholders in the formerly Nasdaq-listed Chinese solar company JA Solar. https://www.pv-magazine.com/2019/01/07/law-firm-says-ja-solars-nasdaq-stockholders-were-left-out-of-pocket-by-backdoor-listing-in-shenzhen/ Let it be a good lesson for you - Mr. Qu (CSIQ)!!!!!!!!!!!!!!!!!!!!!!
  18. MVA

    Trading Solars

    Happy Holidays & Happy New Year to you too Robert! All the Best!!!
  19. We have another big fund joining CSIQ - Morgan Stanley (2,959,560 shares) as of 11/29/2018... https://fintel.io/so/us/csiq
  20. Listen to the Presentation. There was another question regarding SH value during (minute 50:28), Qu's answer was - "we consider all options available".
  21. Lion Point & Co pushed and continue to push BOD to think how to reward shareholders. Options they consider, according to Qu, are as follows: 1) Buy back shares 2) Reducing debt 3) Paying dividends 4) Increasing CAPEX... - this one is probably most favorite of Qu, implying that Qu sooner spend all my (shareholder's) money on capacity expansion for his toy (the company) rather than share and give something to multi year bagholding martyrs... This pal have to be controlled big time. He also was noticeably irritated, during the call, feeling first time probably, the pressure from shareholders with similar voting power... Now, lets wait for Christmas present from BOD...
  22. My post below, exactly one year ago... 🙂 How right I was. Lion Point & Co do not let this company slip easily through their hands... Just listen to Press Conference... "We listen to shareholders", "Share holders want us to do that or this"... Good! No more easy escape window for you - Mr. Qu! ----------------------------------------------------------------------------------------------------------------------------------------------------------- Canadian Solar (CSIQ) MVA replied to dydo's topic in Canadian Solar Inc. (CSIQ) Exactly Robert, that's my point. I do not believe for a second that American sharks let this golden fish swim back to China sea at such a low ransom 🙂 December 11, 2017adian Solar
  23. Correct, but Neighborhood Power chose Canadian Solar bifi panels and not Trina's, Jaso's, JKS's or others... 🙂
  24. Yea, I see two positives at least: 1) Despite the rollout of the “531 New Policy,” China's new grid-connected PV capacities still topped 10.2 GW in Q3, beating expectations. https://www.energytrend.com/research/20181109-12545.html 2) Demand for CSIQ bifacial modules even in tariffs infested US market... http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solars-delivery-10-mw-bifacial-modules-neighborhood We will see tomorrow... :-)))
  25. Canadian Solar bifacial PV modules - looks like a great alternative to FSLR S6 panels in USA...Even with tariffs... http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solars-delivery-10-mw-bifacial-modules-neighborhood
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