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  • Solar Grade: A Silicon Revolution [View article]
    all the solar stock will pick up. TSL with the best value now.
    Jul 26 17:09 pm |Rating: 0 0 |Link to Comment
  • Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower [View article]
    only a rumor. The fact is the industrial growing faster than you think.

    Long TSL, SOLF.
    Jul 26 03:54 am |Rating: 0 0 |Link to Comment
  • Canadian Solar: Opportunity in Multiple Contraction from Dilution [View article]
    All in to TSL and SOLF.
    Jul 26 03:52 am |Rating: 0 0 |Link to Comment
  • Canadian Solar: Opportunity in Multiple Contraction from Dilution [View article]
    The guy might just want to buy some cheap stock..CSIQ is with a very low P/E now like less than 11 if you look carefully.
    Jul 18 10:07 am |Rating: 0 0 |Link to Comment
  • Canadian Solar: The Next Solar Takeover Target?  [View article]
    I just sold all of the shares I have, I have a very bad feeling for CSIQ tomorrow will drop a lot and back to normal at $32.

    Jul 14 16:35 pm |Rating: 0 0 |Link to Comment
  • Polysilicon-Based PV Manufacturers: Clarifying the Financial Issues [View article]
    My list is following:
    1) CSIQ
    2) ASTI (has 10 fold protential)
    3) ESLR
    4) SOLF
    I believe CSIQ will have a P/E of 8 or less this year, I raised the guildens to 230mw to 260mw, and plus the 14.8mw just anounced yesterday. I am not sure they have taken their E-Module into account, if not, this is an amazing buy.

    Also they expect to have 550mw in 2009, the CEO saying they have
    strong demand from the customers into 2009, have presold significant amount.
    Jul 08 20:39 pm |Rating: 0 0 |Link to Comment
  • A Look at Four Polysilicon-Based PV Manufacturers' Funding [View article]
    "2. The reason these companies don’t make any money has nothing to do with their growth profile or cap-ex needs. They can’t make money simply because the competitive nature of the polysilicon-based PV industry (every Joe Schmo can manufacture the same type of panels and cells) and tight supply of polysilicon, has created a unique working capital situation where companies are forced to offer ever longer credit sales, while at the same time are forced to pay huge amounts of money upfront for raw materials. This lower level of actual cash receipts from customers, combined with an ever increasing amount of cash payable to suppliers (known as purchase obligations and also available in every 20-F) makes the business unprofitable. I see no reason why this working capital situation will change any time soon. Nor do any of the companies, as they all openly warn in their 20-F's."

    So you are saying Q-Cell don't make money too as a silcon base company?
    Jul 08 14:21 pm |Rating: 0 0 |Link to Comment
  • A Look at Four Polysilicon-Based PV Manufacturers' Funding [View article]
    So CSIQ is an opportunity...anyone agree?
    Jul 08 14:09 pm |Rating: 0 -1 |Link to Comment
  • A Look at Four Polysilicon-Based PV Manufacturers' Funding [View article]
    "Once again, you are mistaking my critique of several specific solar companies as an argument against the entire solar industry. I've never once mentioned anything negative about the entire solar industry. In fact I am very bullish on solar and I 100% agree that the solar industry presents some great investment opportunities, but I don't think the companies mentioned here are one of those opportunities."

    Come on, CSIQ already pre-sold their Emodule into 2009, on the Q1 stating about 130mw, the E-module can compete with price and efficiency. ALSO CSIQ is seeing a very strong demand in 2009, and expecting 500-550wm in 2009 in conservative view.
    Jul 08 14:09 pm |Rating: 0 0 |Link to Comment
  • Polysilicon-Based PV Manufacturers: Clarifying the Financial Issues [View article]
    I bought 300 shares of sol, and 1000 shares of CSIQ today at $34.5, I should buy later on the day.
    Jul 08 01:28 am |Rating: 0 0 |Link to Comment
  • A Missed Opportunity in Canadian Solar [View article]
    TSL which I used to own, but think about the managements in the company, It won't have a future.
    Jun 21 17:21 pm |Rating: 0 0 |Link to Comment
  • A Missed Opportunity in Canadian Solar [View article]
    TSL is overpriced at $35. I hate the management team doing stupid things..
    Jun 19 20:33 pm |Rating: 0 0 |Link to Comment
  • Which Solar Stocks Will Continue To Shine? [View article]
    The solar stocks are all overpriced now, and today everything is falling.
    There is no such thing underpriced solar stock today.
    Jun 09 13:23 pm |Rating: 0 0 |Link to Comment
  • Which Solar Stocks Will Continue To Shine? [View article]
    If you think it is $3.79, tell me how you get that number? Otherwise this is an overpriced stock.
    Jun 09 03:06 am |Rating: 0 0 |Link to Comment
  • Which Solar Stocks Will Continue To Shine? [View article]
    Jack Yetiv, No way in the hell Trina will have $3.79 this year. I can bet on it. $0.51 times 4 equal $2.04 for the whole year 2008.

    So Trina is another OVERPRICE stock just like First Solar, but first solar is 3 times cheaper for price per watt.
    Jun 09 03:05 am |Rating: 0 0 |Link to Comment
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