Okay, so costs go down $4 per share. Ticket prices may also go down, fuel surcharge goes down to near zero. Number of fliers will likely go way up. Economies of scale improve. Margin per customer goes up a great deal. They said margins would go up. Each additional passenger represents a good deal more profit. And then when they add Japan and subtract their least profitable flights, then margins go up even further. and then they add planes in 2016.
combining the lower tariffs on Chinese solar cells with the end of the tax credit in 2017, this means that the period from June 2015 to January 1, 2017 will see probably 20 GW of solar installed in the USA.
Prelim hearing on Chinese made solar cells, ITC announces cut in half of current import duties. If volumes for USA can go up, then soft costs will go down too, due to increased labor and other economies of scale. SUNE wins on two counts, cheaper panels, cheaper installation / permitting, etc.
Prelim ruling. Any thoughts? I am trying to get some informed thoughts on this. How much impact will this have on sales, and will it shift sellers' obsession with the price of crude oil?
I would like to get some intelligent feedback on this news. Anyone have any thoughts? Or do I have to go to solar pv investor website? I mean, this seems to me like it is important news, and would represent some hundreds of extra MW of sales for CSIQ, JKS, etc. The rooftop market in the USA will boom once they cut the import duties in half.
Preliminary hearing of ITC decided to cut in half the import duties, known as tariffs, that the Commerce Dept puts on Chinese-made solar cells.
This would severely decrease the cost of selling CSIQ, JKS, etc., solar panels in the United States. And would increase installations, decrease soft costs by economies of scale for all solar. May delay SCTY's factory.
Any further ITC ruling will have no effect on CSIQ because of their Canadian manufacturing. I would not be surprised if they decided to start manufacturing cells in Europe, Africa, or even the United States or Latin America.
Also, the cell is only a tiny portion of their value added in their production chain. Then there is the panel, the EPC, the project development, and O and M and electricity sales, the latter one being more of a new development as the build their yieldco vehicle.
by manufacturing in Canada. They will produce cells outside of China, assemble panels in Canada. Ship to the USA with lower shipping costs than from China or Taiwan, and with an "assembled in Canada" tag on them.
Remember that just a few days ago, a major investment firm put a $40 price target on SUNE. Even Cannacord admitted that they have had executed extremely well on their power projects.
doc, I am not a short. I am interested in buying hsol. how much was the stock diluted by with this purchase of qcells?
Just how much is the stock being diluted by? Thank you anyone with a sincere answer.
Latin American solar sales are increasing faster than the US by multiples. The 500 MW factory may be pumping out as much for Latin America as much as for Canada. Neither market cares where the cells are produced.
At 5% growth, the US economy will fuel a great deal of investment into solar projects. Actually, the entire western hemisphere is set for a solar boom, and CSIQ has a 500 MW Canadian module assembly factory in Ontario to now take advantage of that.
There are a number of price targets set by investment firms at $40 or more. The latest price target was I believe a mere $35. Was that JP Morgan? Can't remember.
you got a good price; csiq just came out with press release saying they will sell panels to the US through its Canadian manufacturing plant. The import duty may be as low as zero, if they buy solar cells not made in China or Taiwan. Maybe as low as 11% if they buy cells from Taiwan. They have an advantage compared to other Chinese companies. JKS may be able to produce competitively even if they produce cells in China.
Let's see, demerson. These stocks are highly underpriced, with CSIQ and JKS at p/e of under 7. Sentiment will change, and it sounds like even you believe sentiment may change in less than 10 days. With your "new year" comment. Longs should stay long, day traders may be hoping for a down day or two.