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MVA

Solar Investor
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Everything posted by MVA

  1. MVA

    Solar News

    China’s Worst Solar Days Seen Over as Capacity Is Set to Soar https://www.bloomberg.com/news/articles/2019-12-05/china-s-worst-solar-days-seen-over-as-capacity-is-set-to-soar
  2. MVA

    Solar News

    "In October, BloombergNEF analyst Jenny Chase told PV Tech the expectation is the technology (bifacial) will power “almost all utility-scale plants” by the early 2020s. From Brazil to Denmark, Armenia and Singapore, the growing list of countries now hosting bifacial schemes is taking the technology to the world’s four corners. Already by 2024, installed bifacial capacity could pass 21GW worldwide, consultancy Wood Mackenzie believes." https://www.pv-tech.org/news/bifacial-wins-another-fighting-chance-as-judge-halts-trumps-crackdown
  3. MVA

    Solar News

    I don't care about FSLR... But if you do, read this: "First Solar, the letter said, had “ongoing customer negotiations immediately disrupted” at the time the exclusion was originally requested." https://morningconsult.com/2019/11/06/solar-firms-sought-senate-help-on-end-of-bifacial-panel-tariff-exclusion/ I, personally, never going to touch FSLR...
  4. MVA

    Solar News

    Bifacial market to grow tenfold by 2024 https://www.woodmac.com/news/editorial/bifacial-2019/ "This will have a profound impact on the technology preference of U.S. developers, especially those in the utility-scale business. Bifacial module installations in the U.S. will experience sustained growth in the next five years, expanding from just over 500 megawatts in 2019 to over 2,000 megawatts in 2020, and rising to more than 7,000 megawatts in 2024." This article is from September 2019. Now, take into account new cost reduction (last couple of months) in PV manufacturing and tenfold can easily be twentyfold...
  5. MVA

    Solar News

    Imported bifacial solar modules back on tariff exemption list https://www.solarpowerworldonline.com/2019/12/imported-bifacial-solar-modules-back-on-tariff-exemption-list/
  6. MVA

    Solar News

    Klothilde, switch camps already. You see that CSIQ is more promising than FSLR... Why to torture yourself? Make decision. 🙂
  7. MVA

    Solar News

    Court hearings may last until November 2020, when M. Bloomberg becomes President. And then it won't be important anymore, because all tariffs will be abolished by newly elect first week in the office. I think this scenario is very possible. Quote: "Invenergy is likely to succeed on the merits."
  8. MVA

    Solar News

    THANK YOU "INVENERGY"!!!!! Trade court blocks Trump move to kill solar tariff loophole The trade court issued a preliminary injunction freezing the administration's move to eliminate the provision that exempted bifacial panels from duties. While a boon to the industry at large, the court's ruling is a setback for companies that make panels in the U.S., including First Solar (FSLR -3.1%) and SunPower (SPWR -2.2%). The ruling came in response to a complaint filed by Invenergy LLC which challenged the government's withdrawal of the exclusion; in its ruling, the court says it granted the injunction because "Invenergy is likely to succeed on the merits." https://seekingalpha.com/news/3524080-trade-court-blocks-trump-move-to-kill-solar-tariff-loophole?app=1&utm_medium=email&utm_source=seeking_alpha#email_link
  9. MVA

    Solar News

    Rumor is spreading that "loophole" remains intact. No facts yet.... Hence FSLR & SPWR are both down...
  10. Robert, is SAGE a buy at this level? What is your opinion? Thanks!
  11. Roth Capital analyst Philip Shen reiterated a Buy rating and $32.00 price target on Canadian Solar https://www.streetinsider.com/Analyst+Comments/Canadian+Solar+(CSIQ)+Price+Embeds+Zero+Value+for+Module+Business+-+Roth+Capital/16202127.html
  12. MVA

    Solar News

    Lets see what they write tomorrow (both ET and PVIlink) and how ET justifies green numbers and PVIlink red numbers...
  13. MVA

    Solar News

    These two reflect mostly Tier 2 PV sales, as Hobo noticed... Low quality info. Everybody in the industry usually quotes Energytrend...
  14. MVA

    Solar News

    Prices for PV modules in the green this week! Obviously Q4 rebound is on the way. https://www.energytrend.com/solar-price.html
  15. MVA

    Solar News

    CLF purchased AKS today... Perfect example when (1 company + 1 company) = 0.5 company ... :-))))))))))))))
  16. CANADIAN SOLAR COMPLETES JPY4.6 BILLION ASSET SALE TO CSIF IN JAPAN http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-completes-jpy46-billion-asset-sale-csif-japan
  17. MVA

    Solar News

    Quite dramatic change of mood within the last 10 days...
  18. MVA

    Solar News

    See, your bias is obvious: When we talk about CSIQ/JKS, you claim: ASPs are falling, bancrupcies are looming, sky is falling... When it comes to your 100% investment (FSLR), you say: "however I don't think it will be as low as suggested by you."... :-))))))))))))))))))
  19. ENPH is connected with SPWR... And SPWR dropped today by 12%... Look for answers there....
  20. Good question: "My god when are people going to realize that CSIQ may gross $850M or more?" In the meantime JKS is pushing $17.5 UP, and CSIQ, with 2020 $4 EPS on the surface, is stuck at $15....
  21. MVA

    Solar News

    Sorry, typo... I meant what CSIQ had explained....: Huifeng Chang, Canadian Solar Inc. - Senior VP & CFO [25] Actually, the reason for China low number of installations this year is partially also because aside from being rationalized is the late announcement of the project permits, that did not give you enough time to secure the land and the other financing. So that's part of the reason why it gets pushed forward into next year. So therefore, next year, I was given like as low as 30, 35 gigawatts next year, but with the push forward delayed project into next year, we anticipate China can be on a higher side comparing to the 35 gigawatts, but can go up to 40 gigawatts next year because over time, people will -- people needs more time, and that will need the time to readjust their position to get into the new policy. And in terms of the policy, clarification, it's a moving target. But I don't think it will have a impact on the existing programs of the grid parity and also the subsidy -- subsidized market because the subsidy is going down already. It's one down this year already. Like, I said - new policy is not a HOT news...
  22. MVA

    Solar News

    This is not a news... Everyone knew already about 2020 to be the last year with subsidies and 2021 to be free market. 15 -25 GW per year plus carry over from 2019 (part of 22.8GW approved projects) into 2020... This is how CSIQ has explained their calcul... So, in total, there will be approx 30-40 GW/year in China... Or even more, if cost continue to decline.
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