Very small. Much of CSIQ's sales are known months in advance. The only real wild card is when they close on the sale of projects because that dictates when they can recognize income. But, they have been reporting sales pretty regularly so I don't expect big surprises.
EMS is not dead, but for some reason KTCC is not capturing their share. New sales team needed? Operationally, they seem to be making the right moves, but somebody must be dropping the ball.
Think of it this way. CSIQ's project work is like being a real estate developer. Develop and sell. Yieldco is like being property owner leasing property...you acquire the asset for a recurring revenue stream. Different business models, but long term Yieldco can provide more price stability assuming solar electricity remain price competitive.
I suspect, John, that you are either a short in sheep's clothing, or you are not a very sharp investor. Your modus operandi also suggests you are possibly both.
LOL...right. JohnDoe writes multiple posts bashing a CEO who has built a billion dollar enterprise for not adopting JohnDoe's brilliant strategies for supporting the share price and you call me condescending? That's precious. Perhaps you should buy yourself a dictionary and learn the meaning of the word. Really, can you narcissistic jackholes go find somewhere else to play your games so that real investors can actually use these board for the purpose they were intended? FO
Yeah,...but in the companies I work with, you have salespeople who chase minnows, others who chase sharks and a couple who chase whales. KTCC seems to keep adding the capacity to chase whales but its salesforce seems stuck in the shallow end chasing minnows.
Yes. The future is solar, and CSIQ is poised to capitalize upon the sovereign shift to solar as a critical element of power generation. CSIQ's only concern will be financing all of the opportunities it will have on a go forward basis. These project sales, are helping, however.
your take on the future of solar is exactly mine. There's no going back. It will be a huge part of the future energy solution, and its just a matter of picking a winner. CSIQ seems as well situated as any to capitalize on the trend.
I haven't calculated it, but I think this take down has more to do with the terms of the financing, which has a re-ratchet feature if the price per share goes down within 40 days of the Exchange. Shocking....the price has gone down.
Interesting. InFocus is a pretty well established manufacturer that started with business quality projectors, and has diversified from there. Was not aware they manufacture phones, but apparently they got into the business in 2013. Hope this isn't a big ramp for a limited product run. This certainly will not be a Samsung, Apple, HTC, LG magnitude contract...but it's a start.
I recently scrolled through charts on many of my small cap holdings and about a dozen others that I do not hold, but track, and a large majority have a substantially similar pattern: a peak in about March 2014, and a steady decline of up to 30% or more in value since that time. There are of course a few exceptions, but most follow that pattern. These declines have come despite improving fundamentals in a number of the stocks I follow.
This tells me that there has been a broad abandonment of small caps in the midst of record breaking highs in the S&P and Dow. What concerns me is what happens when the air comes out of this market balloon? If my premise is right, how badly will small caps be hit? Will they be spared because they are down so low? There's a real divergence with small caps right now and I'm trying to assess how that should be viewed. Thoughts?
I know a few officers in San Francisco. They are part of a pilot program requiring them to wear body cameras. They're not thrilled about it -- not that it's incriminating, but because the time to prepare reports goes up when you have to cross-reference and harmonize with recorded media. Just means more time at the desk than doing their jobs. But, I think you're right. It's the future.
Too late for that IMO...market is saturated with BT options now. A year ago maybe, but trying to catch up to Fugoo, or UE Boom, or Braven or the dozen other that have come to market in the past 24 mos. will be an insurmountable hurdle, let alone trying to make a dent in the Jam/Beat/JBL juggernauts that dominate the space.
Hey genius...instead of denigrating other posters, go read the PR on the structure of the deal. It has a ratchet feature that lowers the conversion price if the stock goes down in the 40 day period following th Exchange Date. That's what everyone is talking about, and if you don't know anything about it, you are an ignorant investor in addition to being an arrogant one.