dicki31785

Canadian Solar: The Next Solar Takeover Target?

Agree with you "user" to a certain extent...I am long as well....Since 16 on and off....and if we get offered a 100$/share and up....i would take it but otherwise no thank you!!!After Q2 results we are going to go through the ATH easily and stand around 60$/share and then we would at least a premium of 50-100% with those growth rates....so between $90-120 would be the price for a takeover which is still ridiculously cheap actually in the long term as you pointed out...but who knows their is still some unknowns and if would get a 200% premium it would be tough to say no....

@Kelvin Schulle nice article....but sell those FSLR longs if you like your money...;):)Alternativ... are TSL (based on value) and LDK(if poly stays constrained that should be quiet the nice investment...though I have some info to the contrary concerning Poly)...but FSLR...at that valuation...and not even that great of a technology since you need twice the panels to reach the same efficiency as SPWR but the panels cost half....so i can't really see the adv. of holding FSLR...and the problems your fellow writer mark anthony mentioned are also worth taking a look at....
kind regards from Germany

CW