Canadian Solar - wo geht die Reise hin? (Seite 147)
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ISIN: CA1366351098 · WKN: A0LCUY · Symbol: CSIQ
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aber wie ich gelesen habe im yahoo board ist das ja ehe nur eine spekulation von lehman bros. ein analyst das sind ja soundso alle verbrecher die nur für ihre gunsten empfehlungen raus geben höchswahrscheinlich hat lehman an dem tag die solarwerte geshortet und hat gutes geld verdient das ist meine meinung alles verbrecher!!!
Antwort auf Beitrag Nr.: 34.400.065 von blacky bergfuchser am 29.06.08 17:50:58
Niemand weiß es ganz genau, aber "Beobachter" rechnen derzeit mit einer Entscheidung der spanischen Regierung im September. Allein der späte Termin zeigt schon, dass man in Spanien zunächst mal "die Nase voll hat" und den Markt ganz gehörig runterkühlen will. Denn für einen nahtlosen Übergang in die neue Förderperiode hätte man das Gesetz im Juni oder Juli beschließen müssen.
@istanbulman, meinst Du das ernst? Die Abhängigkeit ist total. Das wird sich wohl nicht vor 2010 ändern. Und auch dann wirds Stress pur, die Kosten soweit runter zu bekommen. CSIQ hat mit seiner UMG-Si-Technik aber ne gute Chance.
Niemand weiß es ganz genau, aber "Beobachter" rechnen derzeit mit einer Entscheidung der spanischen Regierung im September. Allein der späte Termin zeigt schon, dass man in Spanien zunächst mal "die Nase voll hat" und den Markt ganz gehörig runterkühlen will. Denn für einen nahtlosen Übergang in die neue Förderperiode hätte man das Gesetz im Juni oder Juli beschließen müssen.
@istanbulman, meinst Du das ernst? Die Abhängigkeit ist total. Das wird sich wohl nicht vor 2010 ändern. Und auch dann wirds Stress pur, die Kosten soweit runter zu bekommen. CSIQ hat mit seiner UMG-Si-Technik aber ne gute Chance.
Antwort auf Beitrag Nr.: 34.394.068 von SLGramann am 27.06.08 20:59:18Wann kommt die Entscheidung für oder gegen Deckel?
kann mir einmal einer erklären warum das eine katastrophe wäre ??sind die solarfirmen so abhängig von den zuschüssen und wieviel vom geschäft von csiq ist denn in spanien??
Antwort auf Beitrag Nr.: 34.393.407 von Maverick22 am 27.06.08 19:58:23
Die Tarife sind vernünftig, aber der Deckel wäre ne Katastrophe.
Sehr bedauerlich, dass die spanische Politik nicht für schneller für Klarheit sorgt. Angeblich sollen Beschlüsse erst im September fallen.
Die Tarife sind vernünftig, aber der Deckel wäre ne Katastrophe.
Sehr bedauerlich, dass die spanische Politik nicht für schneller für Klarheit sorgt. Angeblich sollen Beschlüsse erst im September fallen.
Trading Spotlight
Solar: Spain May Cut Incentive Program, Lehman Says
Posted by Eric Savitz
Spain’s government is considering a proposal which would significantly cut the incentives built into the company’s solar subsidy program, Lehman’s Vishal Shah asserted in a research note this morning.
Shah says the latest proposal being discussed by the Spanish government would call for an annual cap of 300 MW in 2009 with a maximum of 2MW for ground-mounted installations. The proposal would cut incentives to 25 euro cents/kilowatt-hour for ground-mounted and 33 cents for roof-top installations, he writes. The current level is 42 cents.
That proposal, Shah says, would be “clearly below market expectations,” although he notes that it is not an official proposal, and discussions continue.
Shah notes, though, that companies with high exposure to the Spanish solar market could be under pressure if Spain were to reduce subsidies. He cites Canadian Solar (CSIQ), Suntech (STP), SolarFun (SOLF) and Yingle Green Energy (YGE) as companies with significant exposure to the Spanish market.
In today’s trading:
* Canadian Solar is down $2.64, or 6.2%, to $40.25.
* Suntech is down $2.25, or 5.9%, to $36.20.
* Solarfun is down $1.01, or 5.3%, to $18.21.
* Yingli is down $1.38, or 7.8%, to $16.40.
Posted by Eric Savitz
Spain’s government is considering a proposal which would significantly cut the incentives built into the company’s solar subsidy program, Lehman’s Vishal Shah asserted in a research note this morning.
Shah says the latest proposal being discussed by the Spanish government would call for an annual cap of 300 MW in 2009 with a maximum of 2MW for ground-mounted installations. The proposal would cut incentives to 25 euro cents/kilowatt-hour for ground-mounted and 33 cents for roof-top installations, he writes. The current level is 42 cents.
That proposal, Shah says, would be “clearly below market expectations,” although he notes that it is not an official proposal, and discussions continue.
Shah notes, though, that companies with high exposure to the Spanish solar market could be under pressure if Spain were to reduce subsidies. He cites Canadian Solar (CSIQ), Suntech (STP), SolarFun (SOLF) and Yingle Green Energy (YGE) as companies with significant exposure to the Spanish market.
In today’s trading:
* Canadian Solar is down $2.64, or 6.2%, to $40.25.
* Suntech is down $2.25, or 5.9%, to $36.20.
* Solarfun is down $1.01, or 5.3%, to $18.21.
* Yingli is down $1.38, or 7.8%, to $16.40.
Antwort auf Beitrag Nr.: 34.378.866 von zechn16 am 26.06.08 11:43:48Mein Englisch ist auch mäßig.
Sieht aus wie eine Wandelanleihe fällig 2017
Sieht aus wie eine Wandelanleihe fällig 2017
Antwort auf Beitrag Nr.: 34.377.016 von Dere am 26.06.08 07:06:39was bedeutet das? mein englisch ist nicht so gut! JA Solar hat doch vor kurzem etwas ähnliches veröffentlicht oder nicht?
Canadian Solar Inc. Announces Preliminary Results of Conversion Offer for its 6.0% Convertible Senior Notes Due 2017
JIANGSU, China, June 25 --
Canadian Solar Inc. (''CSI'') (Nasdaq: CSIQ) announced today the preliminary results of its conversion offer (the ''Offer'') with respect to its 6.0% Convertible Senior Notes due 2017 (the ''Notes''). CSI had offered an increased conversion rate of 53.6061 to holders who elected to convert their Notes into CSI common shares in accordance with the terms of the Offer. The Offer expired at 5:00 p.m., New York City time, on Tuesday, June 24, 2008.
On June 25, 2008, CSI accepted for conversion all Notes that were validly surrendered and not withdrawn as of the expiration of the Offer. Based on a preliminary count by The Bank of New York, the conversion agent for the Offer, $70,950,000 principal amount of the Notes, representing approximately 94% of the outstanding Notes, were surrendered and accepted for conversion. In accordance with the terms of the Offer, CSI will issue approximately 3,803,344 common shares and pay a cash amount representing cash adjustment for fractional shares based on the closing price of the common shares on the business day preceding the settlement date. Delivery of such common shares and cash amount in exchange for the Notes will be made by The Bank of New York promptly after the closing of the Offer.
The number of Notes surrendered and common shares issuable in connection with the conversion of the surrendered Notes are preliminary. The determination of the final number of Notes surrendered and common shares issuable in connection with the conversion of the surrendered Notes are subject to confirmation by the conversion agent of the proper delivery of the Notes being validly surrendered and not withdrawn. The actual number of Notes validly surrendered and not withdrawn will be announced following the completion of the confirmation process. The final number of common shares issuable in connection with the conversion of the surrendered Notes and payment of the cash adjustment amount for fractional shares will occur promptly thereafter.
Details of the Offer are set forth in a Tender Offer Statement on Schedule TO, conversion offer memorandum and other related materials filed with the Securities and Exchange Commission on May 27, 2008, as amended and supplemented from time to time, which are available on the SEC's website at http://www.sec.gov . Piper Jaffray & Co. acted as CSI's financial advisor in connection with the Offer. Georgeson Inc. acted as information agent, and The Bank of New York acted as conversion agent.
JIANGSU, China, June 25 --
Canadian Solar Inc. (''CSI'') (Nasdaq: CSIQ) announced today the preliminary results of its conversion offer (the ''Offer'') with respect to its 6.0% Convertible Senior Notes due 2017 (the ''Notes''). CSI had offered an increased conversion rate of 53.6061 to holders who elected to convert their Notes into CSI common shares in accordance with the terms of the Offer. The Offer expired at 5:00 p.m., New York City time, on Tuesday, June 24, 2008.
On June 25, 2008, CSI accepted for conversion all Notes that were validly surrendered and not withdrawn as of the expiration of the Offer. Based on a preliminary count by The Bank of New York, the conversion agent for the Offer, $70,950,000 principal amount of the Notes, representing approximately 94% of the outstanding Notes, were surrendered and accepted for conversion. In accordance with the terms of the Offer, CSI will issue approximately 3,803,344 common shares and pay a cash amount representing cash adjustment for fractional shares based on the closing price of the common shares on the business day preceding the settlement date. Delivery of such common shares and cash amount in exchange for the Notes will be made by The Bank of New York promptly after the closing of the Offer.
The number of Notes surrendered and common shares issuable in connection with the conversion of the surrendered Notes are preliminary. The determination of the final number of Notes surrendered and common shares issuable in connection with the conversion of the surrendered Notes are subject to confirmation by the conversion agent of the proper delivery of the Notes being validly surrendered and not withdrawn. The actual number of Notes validly surrendered and not withdrawn will be announced following the completion of the confirmation process. The final number of common shares issuable in connection with the conversion of the surrendered Notes and payment of the cash adjustment amount for fractional shares will occur promptly thereafter.
Details of the Offer are set forth in a Tender Offer Statement on Schedule TO, conversion offer memorandum and other related materials filed with the Securities and Exchange Commission on May 27, 2008, as amended and supplemented from time to time, which are available on the SEC's website at http://www.sec.gov . Piper Jaffray & Co. acted as CSI's financial advisor in connection with the Offer. Georgeson Inc. acted as information agent, and The Bank of New York acted as conversion agent.
Japan Reportedly to Bring Back Solar Subsidies
by: Eric Savitz posted on: June 23, 2008
http://seekingalpha.com/article/82385-japan-reportedly-to-br…
For the solar industry, some promising news from the land of the rising sun.
According to Reuters, Japan’s Ministry of Economy, Trade and Industry is discussing bring back subsidies for the country’s solar sector. The story, citing unidentified ministry officials, says that the country is considering subsidies and tax breaks that could halve the cost of putting up solar panels in households. “It’s clear that lack of vision dented Japan’s lead in market share,” said the official. “Japan has the technological advantage. But the measures would have to be drastic if we are to keep our lead.” Japan’s last round of solar subsidies expired in 2005.
by: Eric Savitz posted on: June 23, 2008
http://seekingalpha.com/article/82385-japan-reportedly-to-br…
For the solar industry, some promising news from the land of the rising sun.
According to Reuters, Japan’s Ministry of Economy, Trade and Industry is discussing bring back subsidies for the country’s solar sector. The story, citing unidentified ministry officials, says that the country is considering subsidies and tax breaks that could halve the cost of putting up solar panels in households. “It’s clear that lack of vision dented Japan’s lead in market share,” said the official. “Japan has the technological advantage. But the measures would have to be drastic if we are to keep our lead.” Japan’s last round of solar subsidies expired in 2005.
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