Canadian Solar - wo geht die Reise hin? (Seite 198)

[HansOhlemasse]

Nich, daß einer meint, mich interessiert die Meinung von Analysten:

http://stocks.us.reuters.com/stocks/recommendations.asp?symb…

[HansOhlemasse]

Antwort auf Beitrag Nr.: 31.003.798 von Ostfranke am 03.08.07 13:55:22

"Der Gewinn im Q1/2007 mit 0,4 Mill US$ im Verhältnis zu
Q1/2006 mit 2,5 Mill US$ wirf bei mir auch einige Fragen auf "




"The net loss for the first quarter of 2007 was $3.9 million, or $0.14 per diluted share, compared to the net loss of $7.1 million, or $0.46 per diluted share, for the first quarter of 2006. Excluding share-based compensation expenses of $2.2 million and the non-cash tax provision of $0.22 million, the net loss for the first quarter of 2007 would have been $1.4 million, or $0.05 per diluted share."

http://209.85.135.104/search?q=cache:8HqB4zMy4I0J:biz.yahoo.…

[HansOhlemasse]

Bevor ich weiter Artiekl poste ... ich gehe nicht unbedingt konform mit den Meinungen, die in den Atrikeln/Coverages/Analystenstatements stehen.

Es geht ja darum, herauszufinden, was lost ist und wie man sich den Kursverlauf erklären kann ...

In diesem Sinne: weiterbuddeln.

PS: am 18.08 gibts Q Ergebnisse und dergleichen

[HansOhlemasse]

Canadian Solar Seeks Stability
Tuesday June 19, 4:43 pm ET
By Zacks Equity Research


While alternative energy stocks may, in general, have very strong longer-term outlooks, several companies in this space are struggling in the near-term. The following has been excerpted from Zacks senior alternative energy analyst Jon Kolb\'s Hold report on Canadian Solar (NasdaqGM: CSIQ - News):
CSIQ\'s precipitous decline following its November 2006 IPO [initial public offering] ought to reverse course as improving fundamentals support a higher valuation. Going forward, solar panel sales growth in various global markets, higher level of production activity supported by material cost savings through the company\'s long-term supply agreement and silicon reclamation program should collectively generate significant earnings growth.

However, the company does not yet maintain a stable customer base, and net income is often adversely affected by frequent changes in product mix. Furthermore, uncertainties with respect to the Chinese legal system may have a material adverse effect on the company. Accordingly, we maintain our market-neutral Hold recommendation on CSIQ with a six-month target price of $11.25.

As of the date of this report, CSIQ trades at 50.3x and 14.1x, respectively, our 2007 and 2008 earnings per share estimates. These represent reasonable growth-oriented earnings-based multiples compared to the alternative energy industry, yet is at the upper-end of the range of its comparable peers.

[HansOhlemasse]

News Release

CSI Received US$50 Million Syndicated Loan
JIANGSU, China, July 19 /Xinhua-PRNewswire/ -- Canadian Solar Inc. (''the Company'', or ''CSI'') (Nasdaq: CSIQ) announced today that it has signed an aggregate US$50 million syndicated loan agreement with Industrial and Commercial Bank of China (ICBC) and Communication Bank of China. The majority of this loan will be used for the expansion of CSI's solar cell manufacturing facilities in the Suzhou New District. This new loan agreement, together with other existing banking arrangements, provides CSI with approximately US$90 million in available credit lines. CSI also signed strategic partnership agreements with both banks, which pledged continuous support to CSI's five- year growth plan.

Dr. Shawn Qu, Chairman and Chief Executive Officer of CSI, together with other representatives from CSI and the bank syndicate were present at the signing ceremony held in Jiangsu, China.

Dr. Shawn Qu, Chairman and CEO of CSI, said, ''We appreciate the support of our local banks as they continue to be supportive, long-term strategic partners. This credit agreement is very positive for CSI, as it enables us to execute our long-term growth plan without causing any dilution to shareholders. We have already completed our second 25MW cell line, currently in test run. We expect this second line to be at full production in August. We continue to expect lines three and four to be completed for full production in the fourth quarter. By then, CSI will have 100MW of annual cell manufacturing capacity. CSI remains well-positioned for continued fast growth given our global customer base, reputation for high quality modules, and the financial strength to support the increased customer demand levels.''

About Canadian Solar Inc. (Nasdaq: CSIQ)

Founded in 2001, Canadian Solar Inc. (CSI) is a vertically integrated manufacturer of solar cell, solar module and customer-designed solar application products serving worldwide customers. CSI is incorporated in Canada and conducts all of its manufacturing operations in China. Backed by years of experience and knowledge in the solar power market and the silicon industry, CSI has become a major global provider of solar power products for a wide range of applications. For more information, please visit http://www.csisolar.com .

Safe Harbor/Forward-Looking Statements

Certain statements in this press release including statements regarding expected future financial and industry growth are forward-looking statements that involve a number of risks and uncertainties that could cause actual results to differ materially. These statements are made under the "Safe Harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by such terms as "believes," "expects," "anticipates," "intends," "estimates," the negative of these terms, or other comparable terminology. Factors that could cause actual results to differ include general business and economic conditions and the state of the solar industry; governmental support for the deployment of solar power; future shortage or availability of the supply of high-purity silicon; demand for end-use products by consumers and inventory levels of such products in the supply chain; changes in demand from significant customers, including customers of our silicon materials sales; changes in demand from major markets such as Germany; changes in customer order patterns; changes in product mix; capacity utilization; level of competition; pricing pressure and declines in average selling price; delays in new product introduction; continued success in technological innovations and delivery of products with the features customers demand; shortage in supply of materials or capacity requirements; availability of financing; exchange rate fluctuations; litigation and other risks as described in the Company's SEC filings, including its registration statement on Form F-1 originally filed on October 23, 2006, as amended. Although the Company believes that the expectations reflected in the forward looking statements are reasonable, it cannot guarantee future results, level of activity, performance, or achievements. You should not place undue reliance on these forward-looking statements. All information provided in this press release is as of today's date, unless otherwise stated, and CSI undertakes no duty to update such information, except as required under applicable law.

[Einsatzleiter]

Antwort auf Beitrag Nr.: 31.003.798 von Ostfranke am 03.08.07 13:55:22

kann Dir Deine Fragen nicht beantworten.

Ich habe geschrieben, daß der Wert interessant sein könnte da
er neu notiert ist und in China fertigt und daß ich nicht
verstehe, daß er überhaupt nicht beachtet wird.

Jede Firma kurbelt zum Geschäftsjahresende im Letzten Quartal
des Geschäftsjahres nochmal voll an, wodurch die Schwankungen
von 1. zum 4. Quartal vielleicht erklärbar wären...

Bin mir mit der Firma selbst nicht sicher, aber schön daß mal
jemand eine Meinung hier im Thread hat.

Hast Du Deinen Account geändert oder bist Du an der Börse neu,
weil du erst seit einigen Tagen registriert bist?

[Ostfranke]

Hallo Einsatzleiter,

hätte mal ein paar Fragen zu diesem Wert.

Canadian Solar gibt auf Ihrer Homepage an ein Hersteller und Verkäufer von Solarmodulen zu sein.
Leider kann ich nirgends eine Produktionskapazität nachlesen.
Bei der zukünftigen Produktion von Solarzellen
ist eine Fertigung von 25MW + weitere 25MW welche ab Ende Juli 2007
das produzieren anfangen will + weitere MW bis Ende 2007.

Die Umsatzentwicklung Q1/2007 zu Q1/2006 sieht ja auch sehr gut aus - jedoch vergleicht man Q1/2007 zu Q4/2006 ist ein
Umsatzrückgang zu verzeichnen.

Der Gewinn im Q1/2007 mit 0,4 Mill US$ im Verhältnis zu
Q1/2006 mit 2,5 Mill US$ wirf bei mir auch einige Fragen auf
--> Kosten für neue Produktionslinien der Solarzellen einschl.
der für die Produktion notwendigen Vormaterialien.


Es wäre super wenn du mir einiges zu diesen Themen sagen könntest.

Mfg

Ostfranke

[Einsatzleiter]

kann Ich net verstehen, daß die Aktie überhaupt nicht beachtet
wird... Denke die hat echt Potential.

[Einsatzleiter]

"unentdeckte Rakete"

[Einsatzleiter]

Canadian Solar:

- Fertigung in China.
- Erst seit kurzem notiert.
- sehr starke Entwicklung bei den Q-Zahlen

gehts jetzt los?

ich bin dabei.
(bei Evergreen Solar dito)

da im Forum nix geht, hoffe ich eine unentdeckte Rakete
im Depot zu haben (seit anfang März, und zwar Fett!)

Würde gerne Meinungen dazu lesen...