
hellosolar
Solar Investor-
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38 ExcellentAbout hellosolar

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Holdings
CSIQ
SOL
CAFD
RUN
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I don't think so either. But what range do you think we will get for fslr/csiq/jks? Sent from my ONE A2005 using Tapatalk
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hellosolar started following Canadian Solar (CSIQ)
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I don't think 1gw plant is destroyed completely. Also there is reports that the remaining two people is in good condition. Sent from my ONE A2005 using Tapatalk
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I think all actions today are general market related. Look at LinkedIn, tumbled 40%.
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Are you talking about "Solar PV Investor Portfolio "? Because when I voted, it is saying showing "choose your holdings"., that gets confusing to me.
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Does this have to show your current holding? I think some of people's voting doesn't represent what they are holding now.
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Good work, pop.
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This is for Windsor http://www.samsungrenewableenergy.ca/windsor REA approved on Sep 11, 2015 This is for Southgate http://www.samsungrenewableenergy.ca/southgate REA approved on Nov. 6 ,2015 I think odyd posted a link before that Windsor they mentioned using CSIQ module in the news release.
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Pop would you ask Ed about Samsung phase iii status? These two projects are both got approved
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Well, 8P3 would have to issue shares to pay for it. I suppose CSIQ would have to accept IPO price for those shares, and get rest from some sale of shares to public. Yieldco would have to get debt. Call 600MW in the US and 100MW in Canada is almost double than input from the two. At $2 per watt this is about $1.4B. Say 10M is issued at $21, 10M is sold to public at $17 by February or so, that is $380M. $1B in debt sound a lot for it. The problem is all that money would not be spent on two sponsors, making little economic interest for them. They want to sell own projects, obviously. This is where the idea died. fantastic idea. but what about their own yieldco, seems very likely if the market can hold here.
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Samsung southgate 50mw was also approved in Nov, I think they are also using csiq module but not sure about etc, maybe we should ask Ed to verify these
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Since you are fully invested with CSIQ now, do you have your price target? I think at this point Yieldco seems very likely happening and also Samsung phase iii should be announced soon.
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What? Do you think shareholders will accept the offering price? I hope not especially those institutional holder should have their words to say.
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Go just appointed his brother as VP, nothing new and excited for.
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This is just the observation on JASO and other CN stocks listed in US. I think this privatation offer definitely will lead TSL stock price nowhere to go.
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Thanks for the comments . I think tsl has good potential before, but with this private offer, it will be capped below 11.6