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odyd last won the day on July 20

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About odyd

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    Airdrie, Alberta


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    CSIQ 99% Cash 1%

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  1. I think the market expects CSIQ to lose money and JKS to have blow out quarter. Capacity I wrote about CSIQ has not been addressed. CSIQ did not offer to procure more cells or wafers. The sole revenue and EPS generator, solar plant sales, is absent in communications. Is this a strategy of a positive surprise? Or failure to deliver? Caution is driving actions. Sent from my SM-G950W using Tapatalk
  2. No volume for CSIQ as well so no interest in it. Not sure how to understand Chinese asset versus Canadian. Most manufacture is in China as much as Jinkos. Sent from my SM-G950W using Tapatalk
  3. When is Brookfield taking over It? Sent from my SM-G950W using Tapatalk
  4. I feel this way as the price is holding me back and they underperform. I would consider this hesitation as blessing when things can get wrong but the stock is going to drop like stone anyway. It is official CSIQ is weak. Sent from my SM-G950W using Tapatalk
  5. CSIQ sucks Sent from my SM-G950W using Tapatalk
  6. Page 41 http://files.shareholder.com/downloads/FSLR/4845093784x0xS1274494-17-23/1274494/filing.pdf "As of March 31, 2017, we had entered into contracts with customers for the future sale of 1.6 GW DC of solar modules for an aggregate transaction price of $0.7 billion." Although their capacity is 2.2GW, nobody says those to be delivered in this year. Hence there is a room for selling inventory at least 600MW ay higher prices. That is $0.44 per watt. I doubt anyone would spend money for those modules while you have any other module available. However political situation does not embrace FSLR to move with the new modules. Certainly, they will not expand old capacity hence their business has limited upside. They may not take $50M in write downs thus should give them about $0.25 in earnings. SPWR please explain why would they benefit? At best they are like any other module imported to the US. Their capacity in the US is not existent. They have negative margins and they already sell at higher ASP due to selling to the residential market. They financially broken. I know it and I am not even paid to know. Those who get paid advise those who buy that contracting with SPWR is a risk. Hence they build 10MW plants in Oklahoma. I do not expect any miracles for Q2. Chinese could have gained but in Q3 and Q4. There is also a concern about potential retrospect impact. Not sure about this condition but there is a chance. The precedence was not set to last time so the possibility is limited, but there is a risk. It will be interesting to see, but Johnson is a quarter too soon, I am buying CSIQ because of NAFTA and their interest in Recurrent's superior role in a new regime in the US, hence factory in the US. The rest of the year may have strong short term results out of the US, but with Suniva outcome this goes away. Johnson is right on this.
  7. Two times, both Daniel and I, have stated that NRG rise is about NRG initiatives, where the sale of MYLD is just a part of it. The market knows that CAFD is being sold by FSLR, and suspects that SPWR will sell it as well. Sure both companies will receive cash for their shares, and SPWR will pay some of its obligations, but how much will they lose this quarter? Probably a lot. The doubts about the quarter are already set in. Things could get a lot worse soon. In one week or so we will know the results and I doubt they will be good for the US companies.
  8. Algonquin is looking to buy out Abengoa stake in ABY, why is CAFD not being sold? Why is Canadian Solar not announcing sales of the US plants in the environment that assets as sought? Is it because they want a better price? http://www.rechargenews.com/solar/1313500/canadas-algonquin-bids-for-atlantica-yield-stake-report
  9. It trades below now Sent from my SM-G950W using Tapatalk
  10. CSIQ is hardly responsive as it used to be. It is first to sell, last to go up, when it sells it does by the most. Looks like gap between JKS will go to $11. Btw any Saudi investment would result in mandatory disclosure over 5% ownership. So I doubt that is the case. Sent from my SM-G950W using Tapatalk
  11. If I had an option I would hold off. I no longer have it. Doubts about earnings , Suniva end of week have momo traders, traders and trading babies sell. Sent from my SM-G950W using Tapatalk
  12. CSIQ is melting faster than others.too bad Sent from my SM-G950W using Tapatalk
  13. I made a determination that Canada and even Mexico can be exempted from section 201 petition being in NAFTA. The agreement allows safeguards to take place based on this quote below: "Under the Section 201 law, safeguard import restrictions can be imposed on imports from NAFTA countries (i.e., Canada and Mexico) only if imports from the NAFTA countries individually: (1) account for a significant share of total imports; and (2) contribute importantly to the serious injury (or threat thereof) caused by imports. Petitioner Suniva argues that imports from both Canada and Mexico meet this test, and therefore import restraints under Section 201 should include imports from both Canada and Mexico" end of quote. EIA will issue in September 2017 market results for 2016 including a number of imports from all countries. In 2015 Canada amounted to 3% and Mexico to 11% of imports. I expect in 2016 those numbers be lower for Canada and perhaps a bit more for Mexico. My point is that argument from Suniva makes no sense using 3% or less. NAFTA is being negotiated starting in August. Negotiations can take a long time, and the US side is asking to remove this very exception. Canadian officials have already stated that Canada needs to be exempted. Canadian got government's support by offering loan from EDC for the plant in Dubai, as long as module purchase is from Canadian. Canadian has been referred to as "Canadian" not a Chinese. Guelph has changed the equipment, old employees are not necessary for hiring as they need to learn new equipment. Nothing is the same. I hope they have installed cell lines and automation. If my speculation is right CSIQ will carry on in Guelph as I see them get protected within NAFTA. Also intuitively Recurrent has a role to play here, as the US corporation. Linking Recurrent to Guelph more directly could improve the situation for CSIQ to overcome petition, I am not sure yet how.
  14. Yahoo Finance is getting useless with getting news out among all the garbage they post. FSLR announced to have cc on July 27th, and one cannot find this under the ticker symbol.
  15. FSLR Q2 2017 Results