Canadian Solar - wo geht die Reise hin? (Seite 143)

[synergy1]

Warum fällt der Kurs so massiv,hat jemand eine Erklärung dafür außer den fallenden Ölpreis?

[istanbulman]

hi dere

du erwartest für das aktuelle jahr 2008 mit den 35 millionen aktien einen gewinn von 3.22$ ist das nicht ein wenig zu optimistisch das wird doch von den analysten für 2009 erwartet oder nicht?nicht falsch verstehen aber ich wäre froh wenn es so kommt dann hätten wir ja aktuell ein KGV von 10

und sollte der kurs von csiq nicht am di bei 34$ stehen wenn da das offering ist???also vom fr schlußkurs ca 10% höher oder liege ich da falsch??

[Dere]

Antwort auf Beitrag Nr.: 34.533.596 von dicki31785 am 17.07.08 22:28:38

CSIQ unsere Wachstumsperle!



Earning 2007

Q1 NRV 17,5 Mio. GP 0,4 Mio. = 2,3 %
Q2 NRV 60,5 Mio. GP 2,5 Mio. = 4,13 %
Q3 NRV 97,4 Mio. GP 6,4 Mio. = 6,57 %
Q4 NRV 127,5 Mio. GP 14,6 Mio. = 11,45 % NInc. 5,9 Mio.

Earning 2008

Q1 NRV 171,2 Mio. GP 28,2 Mio = 16,74 % NInc. 19 Mio.

so könnte es weitergehen...(meine pers. konservative Schätzung)

Q2 NRV 214,0 Mio. GP 35,0 Mio = 16,35 % NInc. 24 Mio.
Q3 NRV 267,5 Mio. GP 43,0 Mio = 16,07 % NInc. 31 Mio.
Q4 NRV 334,5 Mio. GP 53,5 Mio = 16,00 % NInc. 41 Mio.

NRV 987 Mio
Net Income 115 Mio. : 35,629 Mio. Shares ca. 3,22 EPS

-----------------
Analysts estimates for the 2nd and 3rd quarter of this year are:
$0.45 $0.55
-----------------
na die sollten wir wieder locker schlagen.

Ich bin mir ziemlich sicher das die vorläufigen Zahlen von CSIQ die
letzte Woche vorgestellt wurden nochmal überboten werden.
Mitgeteilt wurden 210 - 214 Mio und GP von 33-35 Mio.
Ich tippe mal: 222 NRV und 36,5 Mio GP.
Der Markt muß pos. überrascht werden.

CSIQ belastet die wahrscheinlich neue Regulierung in Spanien, aber
durch den momentan erfreulichen newsflow sieht man auch das sie
durchaus in andere Länder außer Deutschland und Spanien verkaufen
können.

Ach ja wer diesen klasse Thread noch nicht gelesen hat sollte es
mal b.G. machen...

Meinolf's SOLAR-THREAD
http://www.wallstreet-online.de/diskussion/1141767-1-10/mein…

Gruß
Dere

[dicki31785]

ich denke die verwaesserung ist schon grenzwertig...aber wenn man bedenkt das trotzdem ohne probleme $2,50 EPS erreicht werden und ich denke immer noch das $3,00 drin sind...also sollte laufenmfg CW

Long ABX, CSIQ, TSL

[aski06]

Antwort auf Beitrag Nr.: 34.530.384 von istanbulman am 17.07.08 16:15:19

jo

[istanbulman]

hi

heißt das eigentlich das seconde offering das mit den 3.5 millionen aktien ist schon durch für 34$ oder hab ich das falsch verstanden?
das sind ja ungefähr 10% vom aktienbestand gewesen sprich dann wird der gewinn auch um 10% verwässert liege ich da richtig??

vielen dank

[Dere]

17.07.2008 12:32
Canadian Solar Announces Pricing of its Follow-On Public Offering of Common Shares

JIANGSU, China, July 17 /Xinhua-PRNewswire/ -- Canadian Solar Inc. (News) ('Canadian Solar' or the 'Company') today announced further details regarding its follow-on public offering of common shares (the 'Offering').

Details of the Offering

A total of 3,500,000 common shares are being sold in the Offering at a price of $34.00 per share. In addition, the underwriters have been granted a 30-day option to purchase up to 525,000 common shares from the Company solely to cover over-allotments. The Company's common shares are traded on the Nasdaq Global Market under the ticker symbol 'CSIQ.'

Deutsche Bank Securities Inc. and Piper Jaffray&Co. are acting as joint bookrunners for the Offering. The underwriters expect to deliver the common shares to purchasers on or about July 22, 2008, subject to the satisfaction of customary closing conditions.

This press release does not constitute an offer to sell or a solicitation of an offer to buy the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

The Offering is made only by means of a prospectus supplement forming a part of the registration statement. A copy of the prospectus supplement relating to the offering may be obtained by contacting Deutsche Bank Securities Inc., Attn: Prospectus Department, 100 Plaza One, Floor 2, Jersey City, NJ 07311-3901, by telephone at 1-800-503-4611, or by e-mail at [e-mail]; or by contacting Piper Jaffray&Co., Attn: Beth Davidge, 800 Nicollet Mall, Suite 800, Minneapolis MN 55402, by telephone at 1-877-371-5212, or by e-mail at [e-mail].

On closing of the Offering, before any exercise of the over-allotment option, there will be 35,629,138 shares in issue.

Certain statements in this press release may be forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995. Generally, the words 'believe,' 'expect,' 'intend,' 'anticipate,' 'will,' 'may' and similar expressions identify forward-looking statements. These statements are only predictions. The Company makes these forward-looking statements based on information available on the date hereof, and it has no obligation (and expressly disclaims any such obligation) to update or alter any such forward-looking statements, whether as a result of new information, future events, or otherwise. See the Company's Form 20-F for the period ended December 31, 2007 for a further discussion of these and other risks and uncertainties applicable to the Company's business.

[meinolf67]

15.07.2008 14:31
Canadian Solar Signs 9MW Sales Agreement with Conergy USA

JIANGSU and JIANGXI, China, July 15 /Xinhua-PRNewswire/ -- Canadian Solar Inc. (News) ('the Company', 'CSI' or 'we') today announced a 9MW sales agreement for its e-Modules with Conergy (News/Aktienkurs) USA, a global leader in renewable energy solutions. The contract runs for 12 months until June 2009 and delivery will start this month.

Kim McLawhorn, President of Conergy Americas commented, "We are pleased to offer CSI's e-Modules for our off-grid and grid-connected installations of photovoltaic systems. As a leading global PV supplier, we are confident in the long-term growth of the US solar market and look to continue our strategic partnership with CSI as we help consumers achieve clean and independent energy solutions.'

Dr. Shawn Qu, CEO of CSI, said, "We are very pleased to announce this relationship with Conergy. This contract serves as a testament to the quality of our e-Module technology, and the strong demand we are seeing in the market place continuing into 2009.'

Introduced by CSI, e-Module is a low-cost, medium-power solar panel product built with 100% upgraded metallurgical silicon (UMG).

Additionally, CSI will have an exhibit open to the public at Intersolar North America in San Francisco, July 15-17, 2008 at Booth No. 9100, West Hall Level 3. This will be the U.S.'s premier international exhibition for photovoltaics, solar thermal technology and solar architecture. Coupled with SEMICON West, Intersolar North America will also attract a broad base of attendees in the complimentary markets of semiconductor and nano-electronics manufacturing and development.

[Maverick22]

Antwort auf Beitrag Nr.: 34.510.590 von Dionicar am 15.07.08 13:52:51

http://biz.yahoo.com/prnews/080513/cntu035.html?.v=4

[Dionicar]

Bruttogewinn interessiert mich,da ich dann ein präzisen vergleich habe mit dem 2.Quartal

Weiß man wofür die kapitalerhöhung steht???hoffentlich zur kapazitäterweiterung