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adetur
Solar Investor-
Content count
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About adetur
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Rank
新手上路
- Birthday 08/21/1949
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Odyd, the JKS' electricity revenues from solar plants are for the 100% of the plants or the 55% they own? . I presume for the 100 %. In this case the profits must be halved... THx
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It's ok
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In the last investor's day presentation they said that 268 Mw from Canadian projects already operating at 2015 end will drop down to yieldco. If 28 Mw of these come from Albert plant and from one other one, where come the other 240 mw ? Maybe associating Samsung in the yieldco, with phase I and II projects ?
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Maybe they want associate SAMSUNG, phase I and II , in the yieldco ? Any thoughts...
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Maybe they didn't consider in the late stage pipeline on Japan the 124 Mw in Tohoku which can potentially be exposed to risk of unlimited curtailment. A more conservative view vs. Q1 2015 conference call.
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Odyd, excellent work, thanks. We hope a PR which updates regard Japanese projects...
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The subsidies are paid by the customer. I think it's unlikely the disconnection at peak times, when the utilities are required of incremental energy supply above average production rate. Maybe in Japan it will happen when other less expensive renewables as hydro power is working at full capacity e.g. during rainy season. I believe GS estimate (60 days/year of disconnection) a bit pessimistic. IMHO
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Odyd, what big difference with the module assembly lines in China where we have $/W 0.13-0.14, if I'm not wrong. Are you sure of $/W 0.26 for CSIQ in Canada ? Thanks.
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Explo, if CSIQ and Jaso buy non -CN /TWN cells for their module assembly lines located respectively in Ontario and South Africa , are duties subject ? Thanks.
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You mean that the 21.7 dc MW US project completed in Q3/14 hasn' t yet been sold ? If so , another interesting cash flow for coming months... Thx
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Great article, odyd. Only a question... You mention around 76 MWdc US EPC to be sold in 2015. But considering 84.1dc MW remaining at end Q3/14 minus 28.4dc MW sold a few days ago we have 55.7dc Mw at end Q4/14. That doesn't change significantly your analysis and the 2015 EPS forecast. Yust to be sure around the exact numbers..... Maybe I' m missing something ? Thanks
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Poo, have you a link to this report ? thanks
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Odyd, Sky Solar Holdings and Sky Power are the same company ? In 2012 CSIQ signed a partnership with Sky Power but since then no projects have been developed together. I have miss something ? Thx
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In the last Q2 Canadian BS I find $ 422 mln as current project assets and $ 142 ml as non-current project assets. In total $ 564 ml. A lot more than Jks. I'm wrong ?
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+0.07