pg6solar 114 Report post Posted September 10, 2015 Nice, so they in a way equate FSLR with SUNE. Might as well diversify some FSLR to SUNE. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 10, 2015 SUNE a value buy. LOL. If it's a buy it's certainly not a value buy. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted September 11, 2015 http://www.digitimes.com/news/a20150910PD200.htmlTaiwan solar cell makers see influx of pre-orders from ChinaTaiwan-based crystalline silicon solar cell makers have seen an influx of pre-orders from China-based PV module makers amid speculation the China government may not lower feed-in tariff rates for PV power stations and distributed systems to be established in China in 2016, according to industry sources. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 11, 2015 Good that the FiT is likely not cut. I wonder if the VAT rebate will remain. Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted September 11, 2015 Good that the FiT is likely not cut. I wonder if the VAT rebate will remain. It seems at odds with all the commotion around the gov not paying out. Or is that another issue? Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted September 11, 2015 we need some good news in the face of Goldman saying $20 oil is possible Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted September 11, 2015 Chinese mulling over 160 bill stimulus package might do it if confirmed. GS weighing on energy after their call for oil to go to 20. But that's GS for you, their probably buying hand over fist Quote Share this post Link to post Share on other sites
dydo 1,565 Report post Posted September 13, 2015 Gordon advising Bloomberg and Bloomberg using the delay payments as damage to industry stated via Trina's CFO interview. Once again attack is on. JKS has stood up well to it.http://www.bloomberg.com/news/articles/2015-09-13/yingli-tumbles-as-china-turmoil-worsens-outlook-for-solar-stocks?cmpid=yhoo Quote Share this post Link to post Share on other sites
Jetmoney 51 Report post Posted September 13, 2015 Don't know if this was posted, but Trina to IPO its growthco business.http://www.bloomberg.com/news/articles/2015-09-11/trina-plans-ipo-of-growthco-to-manage-solar-farm-developments?cmpid=yhoo Quote Share this post Link to post Share on other sites
dydo 1,565 Report post Posted September 14, 2015 PV_Mag is quoting Doug Young from Seeking Alpha calling Trina's spin off as desperationhttp://www.pv-magazine.com/news/details/beitrag/trina-to-spin-off-downstream-business_100021068/#axzz3liMJT1VrDoug's articlehttp://seekingalpha.com/article/3507676-debt-woes-shine-in-yingli-shares-trina-spin-offConsidering that Doug just wrote this, PV-Mag's attitude to the questionable opinion presented without any doubts stinks of bias. 1 Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted September 14, 2015 Tony Abbot just been ousted from government in Ozz. New PM is seriously pro environment. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 14, 2015 PV_Mag is quoting Doug Young from Seeking Alpha calling Trina's spin off as desperationhttp://www.pv-magazine.com/news/details/beitrag/trina-to-spin-off-downstream-business_100021068/#axzz3liMJT1VrDoug's articlehttp://seekingalpha.com/article/3507676-debt-woes-shine-in-yingli-shares-trina-spin-offConsidering that Doug just wrote this, PV-Mag's attitude to the questionable opinion presented without any doubts stinks of bias. I don't see how separating electricity sales from panel and project sales is an act of desperation. Cash flow structure is very different and separation makes valuation easier. Everybody knows this. How problematic 1b in debt vs 600m cash is depends on whether it's debt supporting manufacturing or electricity generation. Ignorance in market seems to cause difficulty to view CN4 differently than YGE among the commentators. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 14, 2015 California’s ‘50% renewables by 2030’ legislation is passed: http://www.pv-tech.org/news/californias_50_renewables_by_2030_legislation_is_passed_and_hailed_as_huge Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted September 14, 2015 California’s ‘50% renewables by 2030’ legislation is passed: http://www.pv-tech.org/news/californias_50_renewables_by_2030_legislation_is_passed_and_hailed_as_hugeNIce ! Quote Share this post Link to post Share on other sites
sac_solar 28 Report post Posted September 14, 2015 (edited) California’s ‘50% renewables by 2030’ legislation is passed: http://www.pv-tech.org/news/californias_50_renewables_by_2030_legislation_is_passed_and_hailed_as_huge I would have thought FSLR would have gotten a lift on this news.... guess thats what I get for thinking........ they are getting hit hard this morning Edited September 14, 2015 by sac_solar Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 14, 2015 I would have thought FSLR would have gotten a lift on this news.... guess thats what I get for thinking........ they are getting hit hard this morningSomething seems to be up with FSLR. It stands out today (not counting overleveraged cos like SUNE and YGE). Quote Share this post Link to post Share on other sites
Koolinv 3 Report post Posted September 14, 2015 Explo or others who live in Germany, I am on a business trip in Berlin for the week. Is it safe to login my trading account with iphone through hotel wifi to trade? By the way, love the city and people here. Thanks. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 14, 2015 Explo or others who live in Germany, I am on a business trip in Berlin for the week. Is it safe to login my trading account with iphone through hotel wifi to trade? By the way, love the city and people here. Thanks.Not specific to Germany or Berlin, but I use hotel WiFi to login assuming it's safe when I travel. Quote Share this post Link to post Share on other sites
Koolinv 3 Report post Posted September 14, 2015 Thanks! Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted September 14, 2015 I would have thought FSLR would have gotten a lift on this news.... guess thats what I get for thinking........ they are getting hit hard this morningGutting these stocks on interest rate fears before Fed rate hike. When the hike comes, these stocks will bounce back -- the American solar company names. Still waiting for other shoe to drop in China. May or may not.as for news, I have read some conservative estimates about grid parity even as every company continues to cut costs. Perhaps they are averaging in all the less efficient companies. The big names will gain more market share then, and quickly -- CN4 plus FSLR, SUNE and SPWR. If they can lower panel costs, installation costs, and finance costs, this pie is gonna grow much bigger and so is their share. Quote Share this post Link to post Share on other sites
dydo 1,565 Report post Posted September 15, 2015 SUNE firmly placed with FSLR and SPWR as objectivehttp://247wallst.com/energy-business/2015/09/15/after-the-sell-off-3-solar-stocks-to-buy-now/2/I guess views like that have YGE used as explanation of China solar. Years and counting nothing changes in those views. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 15, 2015 Deutsche Bank has the stock rated Buy with a $28 price target. The Thomson/First Call consensus target price is $27. The shares closed trading Monday at an incredibly low $10.60.Read more: Deutsche Bank's Top Solar Stock Picks: SunEdison (NYSE: SUNE), SunPower (NASDAQ: SPWR), First Solar (NASDAQ: FSLR) - 24/7 Wall St. http://247wallst.com/energy-business/2015/09/15/after-the-sell-off-3-solar-stocks-to-buy-now/#ixzz3loYZsi2SFollow us: @247wallst on Twitter | 247wallst on Facebook Well it depends on view of incredibly low price. SUNE PB: 5.23SUNE EV/Sales: 5.25JASO PB: 0.45JASO EV/Sales: 0.44 SUNE has more than a factor 10 higher valuation multiples. Not exactly incredibly cheap, but rather room to become cheaper compared to profitable peers in my view. Above multiples look mainly at price of revenue value and BS value without considering profits. Normally more (higher multiples) is paid if there's profitable operation. Here the opposite is the case. Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted September 15, 2015 Deutsche Bank has the stock rated Buy with a $28 price target. The Thomson/First Call consensus target price is $27. The shares closed trading Monday at an incredibly low $10.60.Read more: Deutsche Bank's Top Solar Stock Picks: SunEdison (NYSE: SUNE), SunPower (NASDAQ: SPWR), First Solar (NASDAQ: FSLR) - 24/7 Wall St. http://247wallst.com/energy-business/2015/09/15/after-the-sell-off-3-solar-stocks-to-buy-now/#ixzz3loYZsi2SFollow us: @247wallst on Twitter | 247wallst on Facebook Well it depends on view of incredibly low price. SUNE PB: 5.23SUNE EV/Sales: 5.25JASO PB: 0.45JASO EV/Sales: 0.44 SUNE has more than a factor 10 higher valuation multiples. Not exactly incredibly cheap, but rather room to become cheaper compared to profitable peers in my view. Above multiples look mainly at price of revenue value and BS value without considering profits. Normally more (higher multiples) is paid if there's profitable operation. Here the opposite is the case. Well, there are a number of ways of looking at SUNE, and JASO, for that matter. But one thing is clear: the discount for being a Chinese module supplier is very high right now. People are not excited about JASO, outside of the buyout, and they are more excited about the American project developers. And two months ago, those American companies were viewed in a different way than they were now. This whole game, we are just pawns unless you are playing with tens of millions, at least. Cross between a popularity contest and Illuminati. Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted September 15, 2015 On top of what I said, I think it's still about cost and reputation. And a handful of companies will rise up to the top. CN4 plus Westnern3. We just have to make sure the China build out does not collapse and ITC does not gut the market. Pluses are India, grid parity, climate summit, Latin America, 2016 ITC rush, Middle East, some markets growing by 500 to 1000% or whatever, recovery of southern Europe(?), where there is grid parity; growing grid parity in Australia, growing grid parity in USA, Asia, Africa, Latin America. Grid parity!!! Socket parity! I see 2016 as a great year. China stimulus should be at full bloom if it is needed. US ITC rush. India full ramp, kinks worked out. Latin America grid parity acceleration. Australia sheds need for government support. Climate change more urgent! 1 Quote Share this post Link to post Share on other sites
luckygoose 56 Report post Posted September 16, 2015 Module prices up again according to pv insights. Heating demand from china and emerging markets. Looks like the promised shortage is in development. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 16, 2015 Module prices up again according to pv insights. Heating demand from china and emerging markets. Looks like the promised shortage is in development.And PV grade poly falls below $15. This is good for margin expansion in wafer-cell-module chain.http://pvinsights.com/ Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted September 16, 2015 Cali public utilities commission seeks all new homes be zero-net energy by 2020.... old news but goodie. Quote Share this post Link to post Share on other sites
explo 706 Report post Posted September 16, 2015 (edited) ITC cliff in different policy change scenarios.http://www.pv-tech.org/news/new_bnef_seia_report_reveals_costly_effects_of_potential_itc_expiration_in Edited September 16, 2015 by explo 1 Quote Share this post Link to post Share on other sites
chrisceeaustin 11 Report post Posted September 16, 2015 ITC cliff in different policy change scenarios.http://www.pv-tech.org/news/new_bnef_seia_report_reveals_costly_effects_of_potential_itc_expiration_in looks like solars are trading on assumption of expiration! and this first scenario of 3 GW in 2017 instead of 7 GW in 2015. Like I said, 2016 will be great! Quote Share this post Link to post Share on other sites
polarsparkie 107 Report post Posted September 16, 2015 Couldn't agree more. If the ITC is pushed out solars will go nuts Quote Share this post Link to post Share on other sites
