User 226214

China Solar Companies Slowing Production

by the way, STP will have their thin film plant runing by Q1 09, that will be competing with ENER, and First solar.

China Solar Companies Slowing Production

I don't even think this is really true, just last month, TSL, CSIQ, SOL all have very possitive comments that they already sold out for this year. Next year already booked up to 70% for TSL, 100% for CSIQ(CEO said out of he's planed capacity).

Solar Gets What They Want, But Stocks Still Suffer

CSIQ is definitely a strong buy here, they just confirm their 2009 outlook and UMG product is cheap enough and not anyone can compete with them in price even thin film. The material is 70 ton compare to silicon of 400 per ton.

Canadian Solar: Opportunity in Multiple Contraction from Dilution

However, TSL, SOL, SOLF is good after CSIQ increase 10%.

In the Battle of Best Solar Plays, U.S. Is a Distant Second

If you look carefully at all the prospects. TSL is most valuable. However, SOL and SOLF is the second. CSIQ is with 1B market cap now.

Canadian Solar: Opportunity in Multiple Contraction from Dilution

"CSIQ looks to be the best positioned for 2009. with earnings that could approach $5 when you account for UMG. "

They are expanding their facility to 800mw. So we might see a huge increase.

In the Battle of Best Solar Plays, U.S. Is a Distant Second

The only looking good solar players are CSIQ, SOL and TSL

Solar Grade: A Silicon Revolution

"then there is Metallurgical Grade [MG] used by the steel and metals industry as an alloying material. MG (98-99% pure) is made from relatively crude materials"

So far, I know only CSIQ producing Solar PV using UMG material which is much cheaper than the regular silicon.

In the Battle of Best Solar Plays, U.S. Is a Distant Second

I agree with Dicki, So far CSIQ and TSL are the best and lowest risk on the solar group.

I am long with TSL, CSIQ.

Canadian Solar: Opportunity in Multiple Contraction from Dilution

I don't really understand the author's point. Is he suggesting to buy or what?

Long CSIQ.

Canadian Solar: Opportunity in Multiple Contraction from Dilution

Totally over reacted, I wish I have more money. I was all in.

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

It is a old story, every solar company raise the guldens, I doubt that story is truth.

Canadian Solar: Opportunity in Multiple Contraction from Dilution

You are calculating the wrong P/E, It should be some where like 12 for this year.

Solar: Spain Subsidy-Slashing Rumors Send Stocks Lower

CSIQ is developing new markets other than Spain, and increased extimated shipment of 550mw next year. Some for SOL and TSL.

Canadian Solar: The Next Solar Takeover Target?

I know tomorrow is gonna be a bad day for CSIQ, It is down to $36.5 after market. People are dumping so fast and going on now.