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Canadian Solar Inc. Message Board

a8bil 46 posts  |  Last Activity: Jul 27, 2015 10:51 AM Member since: May 23, 2005
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  • Reply to

    Webcast is really informative

    by a8bil May 19, 2015 1:41 AM
    a8bil a8bil May 19, 2015 11:44 AM Flag

    yes....which is why listening to the webcast is so informative. Awesome that the analyst was the one who picked that up....I have to imagine institutions are taking notice. While they did not firmly state when yieldco would start, the fact they have estimated revenues in Q4 from yieldco gives some idea, IMO.

  • Suggest all investors take the time to listen to it. Really is informative on so many levels. The Yieldco sounds like it will be a game changer and so happy they are setting it up as an IDR structure to align management interests with investors. It should attract a lot of fixed income investors. Things have never looked better for CSIQ investors.

  • a8bil a8bil May 17, 2015 1:21 PM Flag

    For some reason, my prior post disappeared. My responses was basically, yes, perhaps I've overreacted, but I explained why in my "short in long's clothing post." Note, I didn't say Don had NO valid questions, I said MOST of them could and should be answered by investors by just doing some research on the internet. CSIQ should not be trying to justify why they are doing a yieldco, or wasting time explaining the mechanics of how they go about it, or more importantly drilling down into project details as Don suggested.

    What remains relevant is what projects they're dropping into the yieldco, what the impact will be on short term earnings from doing so (i.e., we spent $50 million on X project which will be a drag against earnings) and providing anticipated ranges of returns to CSIQ from the yieldco after IPO. That's the focus. In fact, were I management, I would report adjusted GAAP earnings until the effect of dropping projects into the Yieldco have worked themselves out, so that the underlying business, such as margins, etc., can be viewed without the negative impact of the yieldco project costs.

  • a8bil a8bil May 17, 2015 1:29 AM Flag

    LOL Klingdon...you have no idea my position in this stock. I'll just say that in trading it over the years, I've made 7 figures on this stock alone. I've lightened my position, but I had the opportunity to load this twice in the $2 range and ride it up past $30 each time...I have no doubt this time I'll exit with more than I've made trading it to date.

    I didn't say generics... I said they need to specify the assets and the expected earnings. Those are concrete relevant facts from which everyone can extrapolate. Dividends are bad? LOL....again, I don't think you know what you are talking about. When boomers have no place to put their money for current earnings, a dividend yield is a god send. If $100 will make you $1 per year in a money market account, how much would someone pay for a $5 yield? Hint, it's more than $100.

  • a8bil a8bil May 16, 2015 10:03 PM Flag

    It's a typical short tactic to set up false standards that they insist management must meet, and when they don't shorts harp about the failures as if the standard they set was critically important. Whether by design or inadvertence, that's what you have done Kling....the "onus" you have put on management is a bunch of irrelevancies, IMO. I'ld be ticked if they spent a moment of presentation time trying to address your topics. If people are too lazy to answer those questions on their own, management shouldn't waste its time catering to them....all IMHO.

  • a8bil a8bil May 16, 2015 9:45 PM Flag

    I'm sorry, but you come across as either a lazy investor, or a short.

    CSIQ is not inventing the Yieldco business model. You can find a hundred articles on the yieldco model, and you can see exactly how they perform by looking at any number of yieldco's that have been formed and are now trading in the market. The questions you pose are NOT what they need to be answering, almost all of which can be answered by a simple internet search,. I cut and paste below just one of the passage I found in 30 seconds. Really? They need clarify eng. planning and project execution? You haven't been stressed over these same issue when CSIQ has been selling the exact same projects they now will keep. Or do you not realize that is what they are doing?

    The relevant questions to pose to CSIQ are what projects will they be keeping, and what is the anticipated cash flow/earnings from those projects. Then you can look at Terraform or any number of Yieldcos and make a solid estimate of what CSIQ yieldco will IPO at.

    A Yieldco or yield company is a separate corporate subsidiary set up by energy companies to transfer a portfolio of operational energy projects. Yieldcos are typically listed after they are spun off from their parent companies and offer among the lowest costs of equity funding for renewable energy projects. The reasons for the low capital costs are manifold. These companies generate stable cash flows by selling electricity under power purchase agreements with utilities and distribute most of the cash through quarterly dividends. While yieldcos are currently subject to corporate taxes, there can be tax advantages depending on the yieldco’s structure. The Yieldco model also allows investors to single out the cash flows generated by the power plant assets without giving investors exposure to other aspects of the parent company’s business.

  • Reply to

    very decent report today

    by hopeful200 May 14, 2015 6:03 PM
    a8bil a8bil May 15, 2015 7:14 PM Flag

    He was. They just came out with their report today.

  • They don't see what is coming. People keep pointing to existing Yieldcos that they can become informed and understand that the market rewards yieldco's far higher PE ratios than panel manufacturers. Their inability ot understand the change coming is going to wipe them out. I don't wish that on anyone, even the most manipulative shorts out there.

  • Reply to

    very decent report today

    by hopeful200 May 14, 2015 6:03 PM
    a8bil a8bil May 15, 2015 1:05 PM Flag

    Actually, if you think they can execute on all of the opportunities in front of them, this could be a screaming buy.

  • Reply to

    CSIQ land major deal in India

    by short.killaz May 15, 2015 1:18 AM
    a8bil a8bil May 15, 2015 12:58 PM Flag

    Surprised this has not gotten more press. That's a big inroad for CSI. It'll be setting up a manufacturing capacity in India to provide the panels, which will then make it a core player in the India market.

  • Reply to

    Don't you love farce?

    by gkeller397 May 14, 2015 9:08 PM
    a8bil a8bil May 15, 2015 12:17 PM Flag

    All your sarcastic BS aside...Penn took a company that had a devastating flood wiping out a significant portion of its operational capacity, kept the company alive while it rebuilt by shifting operations, and is now in the final stages of the comeback having spun off the excess capacity and is resumed the ramp back up of programs with the major disk players. In the meantime, it has insinuated itself into manufacturing a core component for optical stabilization in handsets--an area that is untapped but with extremely high potential. I doubt you could have done even 1/10 of what Penn has accomplished so why dont you just shutt up, sit back and let the company continue to execute? You're schtick here is getting tired.

  • Reply to

    lower LOWS coming...

    by svenkarls1 May 14, 2015 11:42 AM
    a8bil a8bil May 15, 2015 10:52 AM Flag

    A lot of your arguments on OIS sound pretty uninformed. Do you really think a product like this would be incorporated into products within 6 mos.? If that's your depth of knowledge of this industry, you should not be investing

  • Reply to

    Has SSD caught up or surpassed HDD?

    by keyes_fred May 13, 2015 4:05 PM
    a8bil a8bil May 14, 2015 1:00 PM Flag

    Only question uptab is will existing shareholders be part of the ride to $30 or will we have been flushed through a BK filing before then?

  • CSIQ is carefully choosing its assets and jurisdictions for funding of the Yieldco. As a highly cost-efficient panel manufacturer, they may also have a lower cost basis in their assets, translating to more profits. This could shock the market and cause the CSIQ share price to rocket. Be careful shorts...remember, longs can only lose 100% of their investment, while your downside is infinite.

  • a8bil a8bil May 11, 2015 5:42 PM Flag

    LOL...THAT'S your response? Seriously...LOL. With most panels have a life of 40+ years and typically warrantied for 20+ years, you're worrying about a cost now that won't be incurred for decades? And when they do have to start replacing them, don't you think the cost of production will be significantly lower, and the panel efficiency significantly higher? Your seriously are not think through these posts very well.

  • a8bil a8bil May 11, 2015 2:25 PM Flag

    what? you are getting loonier as they trading session progresses. Yieldcos BRING more stability, which is why they command higher multiples. Yieldcos are a panel manufacturers dream. They own the project at THEIR cost, and sell through power at rates sufficient to justify projects purchased at retail. It's a boondoggle for Solar companies, which is why every one is doing it. You are so clueless it's comical.

  • a8bil a8bil May 11, 2015 1:33 PM Flag

    .a yieldco,

    1. Takes an existing asset that would be sold for a one-time gain.
    2. puts that asset in a separate entity and part of the entity is sold through an IPO generating one time gains and recouping a lot of the revenue that would have been gained selling the asset.
    3. But now, the asset is then operated generating regular income indefinitely

    So, 2 new revenue sources (1) IPO proceeds; (2) operating income from asset. Yieldcos uniformly obtained much higher PE multiples, which will benefit CSIQ shareholders.

    FUD is your only game, isn't it?

  • a8bil a8bil May 11, 2015 12:09 PM Flag

    BS....a yieldco,

    1. Takes an existing asset that would be sold for a one-time game.
    2. puts that asset in a separate entity and part of the entity is sold through an IPO generating one time gains and recouping a lot of the revenue that would have been gained selling the asset.
    3. But now, the asset is then operated generating regular income indefinitely

    So, 2 new revenue sources (1) IPO proceeds; (2) operating income from asset. Yieldcos uniformly obtained much higher PE multiples, which will benefit CSIQ shareholders.

    AGain, you're in trouble and you know it. Get out now while you still have some shuckles to play in the market.

  • a8bil a8bil May 11, 2015 11:49 AM Flag

    The question has been answered so many times on this board. You're a fool to short not understanding the ramifications of a Yieldco. Think of all the boomer retirerees looking for a dividend producing stock that will produce regular income for them. Close out your short and move on.

  • Reply to

    Ifon Short Interest

    by primemedical1 May 10, 2015 6:23 AM
    a8bil a8bil May 10, 2015 4:21 PM Flag

    Me too...

CSIQ
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