Canadian Solar - wo geht die Reise hin? - Die letzten 30 Beiträge

[GreenLantern1]

+8,5% Tagesanstieg.

Canadian Solar dürfte die IRA Voraussetzungen rechtzeitig erfüllen.

Risiko siehst der CEO in der Rechtssicherheit durch künftige Trump-Regierung, wenn sie von Erneuerbaren komplett auf Öl/Gas umschwenken sollten.
https://www.technologyreview.com/2024/04/23/1091665/canadian…

[GanjaSmoker]

Antwort auf Beitrag Nr.: 75.631.616 von Haapsalu am 17.04.24 00:13:49

Zitat von Haapsalu: Mit solchen Kursen hat bestimmt niemand gerechnet

Nee, ist schon übel wie der Wert abschmiert... aber heute direkt die Gelegenheit zum Nachkaufen genutzt. Mal sehen ob wir bald einstellig sind....

[Haapsalu]

Unglaublich was hier läuft

Mit solchen Kursen hat bestimmt niemand gerechnet

[Element_115]

Die mModulpreise fallen momentan noch, das wird sich aber ändern.
Denke man kann ruhig anfangen in Chargen zu kaufen. Ist ja fast schon atl....

[larsuwe]

Abwarten

Würde nun nicht ins fallende Messer greifen!.

[Haapsalu]

jetzt rein günstige wird's nicht mehr

[Oginvest]

CANADIAN SOLAR WINS TOP BRAND PV AWARD IN THE UNITED STATES

GUELPH, ON, Feb. 15, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that it has been awarded the "Top Brand PV Award USA 2024" by EUPD Research, a globally renowned authority in market research. This accolade stands as the epitome of recognition and prestige in the global PV industry, symbolizing reliability and trust within target customer groups and among business partners.

A trailblazer in the photovoltaic (PV) industry for over two decades, Canadian Solar has continuously set the standard for quality and innovation in the PV market. To identify the top-performing and most esteemed brand for the "Top Brand PV Award 2024," EUPD Research leveraged its extensive expertise spanning over 23 years, performing in-depth analysis backed by qualitative primary data.
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https://finance.yahoo.com/news/canadian-solar-wins-top-brand…

[Oginvest]

Antwort auf Beitrag Nr.: 75.223.118 von Oginvest am 05.02.24 19:34:33

Cheap solar panels from China are all over Europe – and everyone is freaking out

Feb 8 2024 - Europe is installing more solar panels than ever before, thanks to a flood of cheap Chinese solar panels, driving installations by 40% last year. But it comes at a hefty cost: Local solar manufacturers are on the brink of a total collapse that could happen within weeks.
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But not everyone is happy about that. German Economy Minister Robert Habeck wrote to the EU that tariffs on Chinese imports could end Europe’s impressive expansion of green energy, making 90% of the PV market more expensive.

“I have heard that the commission may impose safeguard measures against imports of photovoltaic (PV) modules from China. I have very strong concerns about this,” the letter said, according to Reuters.

Habeck added that the move would put European companies that assemble and install solar panels using Chinese parts at risk as well.
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https://electrek.co/2024/02/08/cheap-solar-panels-from-china…

[Oginvest]

EU Commission guards against trade measures to support solar industry

BRUSSELS, - Feb 5 (Reuters) - The European Union needs to take into account its ambitious targets for solar power deployment if it considers any measures to curb imports of photovoltaic panels, wafers and other components, a senior EU official said on Monday.

European Commissioner Mairead McGuinness told the European Parliament that the EU was working on a vast set of instruments to support the solar industry. Currently, 97% of the panels deployed in Europe are imported, mainly from China.

"Given that we currently rely to a very important degree on imports to reach EU solar deployment targets, any potential measure needs to be weighed against the objectives we have set ourselves when it comes to the energy transition," she told lawmakers.

https://www.marketscreener.com/news/latest/EU-Commission-gua…

[Oginvest]

12 Most Promising Green Stocks According to Analysts

In this piece, we will take a look at the 12 most promising green stocks according to analysts. If you want to skip our overview of green stocks, the economy, and other latest news, then you can skip ahead to 5 Most Promising Green Stocks According to Analysts.

Over the past couple of decades, the face of human civilization has changed in ways that people living just a century ago would have thought were impossible. Whether it’s airplanes, cars, hospitals, or computers, the world is powered by petroleum and run by silicon – with the two resources being among the most important ones for global economic stability.
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8. Canadian Solar Inc. (NASDAQ:CSIQ)

Average Analyst Share Price Upside: 50%

Canadian Solar Inc. (NASDAQ:CSIQ) makes and sells solar cells and other associated products. The firm expanded its global presence in January 2024 when a subsidiary won a deal to provide an Australian solar company with battery storage solutions.

By the end of 2023’s third quarter, out of the 910 hedge funds tracked by Insider Monkey, ten had invested in Canadian Solar Inc. (NASDAQ:CSIQ). Israel Englander’s Millennium Management was the largest hedge fund shareholder, owning one million shares that are worth $25.6 million.
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https://www.insidermonkey.com/blog/12-most-promising-green-s…

[Oginvest]

Brussels considers support for solar panel makers as Chinese imports flood market- FT

Jan 27 (Reuters) - Brussels is considering emergency support measures for Europe's solar panel manufacturing industry as a flood of cheap Chinese imports threatens domestic production, the Financial Times reported on Saturday.

The European Commission measures could include an anti-dumping investigation against China leading to punitive tariffs or incentives to national governments to keep plants going, the report said, citing EU officials.

https://www.marketscreener.com/news/latest/Brussels-consider…

[Oginvest]

How Chinese manufacturers are eclipsing Europe’s solar industry

Panel producers in the bloc have not managed to scale up supply chains sufficiently to compete globally

Jan 21, 2024 - Europe’s solar industry is facing its deepest crisis in more than a decade as steep competition from China erodes manufacturing in the sector, rendering the continent’s hope of greater energy independence even more wishful.

More solar panels were installed than ever before across the EU last year in a boon for the bloc’s climate goals.

However, that was partially made possible by an influx of Chinese equipment, causing profits for local manufacturers to plunge.
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>> https://www.thenationalnews.com/business/energy/2024/01/21/h…

[Element_115]

Und jetzt wo das kgv schon fast Richtung 1 ging kommt der Tournaround:-)?

[Oginvest]

Financial Frontrunners: 3 Stocks Where the Big Money Is Moving in 2024

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Meanwhile, the third one emerges as a solar energy stalwart, adapting to market fluctuations while eyeing exponential growth.
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Canadian Solar’s (NASDAQ:CSIQ) topline performance represents its market strength and resilience despite challenges. In Q3 2023, achieving $1.85 billion in net revenue reflects the company’s robust market presence and ability to capitalize on solar energy demand. Despite the challenging operating environment, the reported 16.7% gross margin suggests effective cost management strategies and operational efficiency within the industry. In the 2024 investment trends we have seen, CSIQ is showing promise.
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>> https://investorplace.com/2024/01/financial-frontrunners-3-s…

[Oginvest]

Canadian Solar's e-STORAGE Launches SolBank 3.0 with Higher Density and Advanced Safety

GUELPH, ON, Dec. 12, 2023 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), will launch SolBank 3.0, the latest iteration of its utility-scale energy storage system.



With a power up to 2.35 MW and capacity of 5 MWh, SolBank 3.0 seamlessly integrates high energy density cells, advanced safety system, smart liquid cooling, and active balance system controls. Solbank 3.0, housed in a 20-ft container, boasts a remarkable up to 45% increase in product-level capacity and up to 40% decrease in commissioning time, compared to its previous generation.
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https://investors.canadiansolar.com/news-releases/news-relea…

[Oginvest]

Canadian Solar gets supply contract for largest battery storage project in UK

Dec 7 (Reuters) - Canadian Solar (CSIQ.O) has secured a contract to supply battery storage technology to Danish green investment company Copenhagen Infrastructure Partners for use in the UK's largest battery storage project.

The technology will be supplied by a Canadian Solar majority-owned unit for the Coalburn 1 project in Scotland and it will be used to support and stabilize the National Grid transmission network during peak consumption hours, the company said on Thursday.

It did not provide financial details of the contract.

Battery storage, used to back up intermittent renewable power supply to stabilize the grid, is an evolving technology, and there are very few large-scale operational projects in the world.

Installation of the project is scheduled for the first quarter of 2025, Canadian Solar said.

Coalburn 1 is the first project to be developed by the partnership between Copenhagen Infrastructure Partners and UK-based Alcemi.

https://www.reuters.com/business/canadian-solar-gets-supply-…

[Oginvest]

3 Solar Stocks That Could Be Multibaggers in the Making

Auszug:

Canadian Solar (NASDAQ:CSIQ) is one of the world’s largest solar module manufacturers and project developers, producing high-quality solar modules for residential, commercial, industrial and utility-scale customers globally. Like the two entries above, Canadian Solar had impressive revenue and earnings growth in the past two years, fueled by a strong global demand for solar energy and projects.

In the first quarter of this year, the solar company beat earnings on an EPS-basis. At that time, Canadian Solar expected total revenues to come between $9.0 and $9.5 billion, up from the previous guidance that had given a wider range of $8.5 to $9.5 billion. Fast forward to their third quarter results; while Canadian Solar missed revenue and EPS estimates, management expects 2024 to be a significant growth year for the company.
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https://www.msn.com/en-us/money/topstocks/3-solar-stocks-tha…

[Oginvest]

Recurrent Energy Receives 490 Million Brazilian Reais Financing for Ciranda Cluster in Brazil

GUELPH, ON, Nov. 22, 2023 /PRNewswire/ -- Recurrent Energy, a global developer and owner of solar and energy storage assets, announced today that it has fully received 490 million Brazilian reais (approximately US$100 million) of non-recourse project financing for its 300 MW Ciranda Solar Power Cluster (Ciranda Cluster) in Brazil. Completed in August 2023, Ciranda Cluster was developed by Recurrent Energy, who is now the long-term owner and operator of Ciranda Cluster.

Ciranda Phase I issued a BRL 285 million bond in a private placement with investment funds managed by Vinci Partners (NASDAQ: VINP), a leading alternative investment platform in Brazil, while Ciranda Phase II secured a BRL 205 million facility with Banco Nacional de Desenvolvimento Econômico e Social (BNDES), a Brazil-based state-owned development bank. Both financings are inflation-indexed to the National Consumer Price Index (IPCA), aligning cost of debt with the inflation-indexed operating cash flows of the projects.

Ismael Guerrero, CEO of Recurrent Energy, said, "We are pleased to extend our long-standing partnership with BNDES and reinforce our presence in the Brazilian capital markets. Brazil has established itself as the largest renewable energy market in Latin America, and BNDES's and Vinci's participation in the funding of our solar portfolio represent a vote of confidence in the leadership position we have established in Brazil's renewable energy sector."

Ciranda Cluster is fully operating and powered by Canadian Solar's high efficiency BiHiKu modules. Both Ciranda Phase I and Ciranda Phase II projects won in a private auction held by COPEL Energia, one of the top 10 energy trading companies in Brazil, with a 15-year, inflation-adjusted PPA.

About Recurrent Energy

Recurrent Energy is one of the world's largest and most geographically diversified utility-scale solar and energy storage project development, ownership and operations platforms. With an industry-leading team of in-house energy experts, Recurrent Energy is a wholly-owned subsidiary of Canadian Solar Inc. and functions as Canadian Solar's global development and power services business. Additional details are available at www.recurrentenergy.com.
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https://investors.canadiansolar.com/news-releases/news-relea…

[Haapsalu]

Der heutige Absturz bei Canadian Solar war zu verlockend

[Haapsalu]

Antwort auf Beitrag Nr.: 74.735.405 von GanjaSmoker am 02.11.23 13:06:26

Ich habe es heute umgekehrt gemacht. Aus JinkoSolar raus in canadian Solar rein

[Haapsalu]

Bin heute eingestiegen. Jetzt reisen wir erstmal Richtung 30 €. Inflation fällt Leitzinsen fallen Techwerte steigen. Ein klassischer verdoppler das gilt auch für Samsung SDI

[Oginvest]

US solar panel manufacturing boom threatened by cheap imports

(Reuters) - U.S. companies have announced plans to build dozens of solar panel factories across the country since last year when President Joe Biden’s signature climate law unleashed billions of dollars of subsidies, raising hopes a clean energy boom can provide tens of thousands of good paying jobs.

https://www.investing.com/news/commodities-news/us-solar-pan…

[GanjaSmoker]

Von den Zahlen her ist jinkosolar viel attraktiver, gemessen an der Marketcap ... Hab leider einen Teil meiner jinko verkauft und hier gekauft... Bin ernsthaft am überlegen wieder komplett auf jinko umzuschichten...

Sehr Uhr Gründe warum Canadian solar besser ist als jinko?

Vielen Dank

[Oginvest]

Antwort auf Beitrag Nr.: 74.716.244 von Oginvest am 30.10.23 13:14:14

Die Meldung zu Mesquite, Texas vom Juni 2023:

Canadian Solar expanding into U.S. with 5 GW module plant

Canadian Solar is building a 5 GW module manufacturing plant in Mesquite, Texas, with plans to begin production by the end of 2023.

The announcement marks Canadian Solar's entrance into U.S. manufacturing. One of the largest module producers in the world, Canadian Solar operates plants in Southeast Asia, Canada, and Brazil, while the bulk of its product is shipped from China.

The "state-of-the-art" facility will have the capacity to produce 20,000 modules per day, the company said in a press release. Canadian Solar plans to invest more than $250 million to build out the plant, which will create approximately 1,500 new jobs once fully ramped up.
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https://www.renewableenergyworld.com/solar/canadian-solar-ex…

[Oginvest]

Canadian Solar doubles down on U.S. investment with 5 GW cell factory

Canadian Solar announced plans to establish a 5 GW solar cell production facility in Indiana, doubling down on the company’s expansion into the U.S.

Solar cells produced at the Jeffersonville plant will support Canadian Solar’s planned 5 GW solar module assembly plant in Mesquite, Texas.
...

https://www.renewableenergyworld.com/solar/canadian-solar-do…

[Oginvest]

Canadian Solar Announces U.S. Solar Cell Manufacturing Facility in Jeffersonville, Indiana

GUELPH, ON, Oct. 30, 2023 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ), headquartered in Guelph, Ontario, today announced that it is establishing a 5 GW Solar PV cell production facility at the River Ridge Commerce Center in Jeffersonville, Indiana.

Canadian Solar is building a state-of-the-art solar photovoltaic cell manufacturing plant with an annual output of 5 GW, equivalent to approximately 20,000 high-power modules per day. The Jeffersonville facility represents a projected investment of more than $800 million and will create approximately 1,200 skilled high-tech jobs once production is fully ramped up. The solar cells produced at this facility will be used at the previously announced 5 GW module assembly plant in Mesquite, Texas. Production at the Jeffersonville facility is expected to begin by the end of 2025.

"Indiana's strong advanced manufacturing sector positions the state to help lead the global energy transition, developing and powering new solutions in batteries, solar and hydrogen," said Governor Eric Holcomb. "Canadian Solar's new U.S. location in Jeffersonville will put our skilled Hoosier workforce at the center of cultivating solar power, making energy efficient panels more accessible to consumers across the country."

United States Senator Mike Braun stated, "Indiana is a proud leader both in the Midwest and the country in manufacturing and innovation. I'm pleased to know that this new solar manufacturing facility opening in Jeffersonville will create many new jobs for Hoosiers and stimulate the local economy."

Emphasizing the importance of this new facility, Thomas Koerner, Senior Vice President of Canadian Solar, said, "Establishing this factory is a key milestone that will enable us to better serve our U.S. customers with the most advanced technology in the industry. This is the second of the anticipated long-term investments we expect to make in the U.S. as we think strategically about a local, sustainable and clean energy supply chain and to fulfill the long-term requirements of the local-content rules of the recently established IRA. We thank the State of Indiana, Clark County, and the City of Jeffersonville for their critical support and look forward to working with them as we grow."

...
https://investors.canadiansolar.com/news-releases/news-relea…

[Oginvest]

Wer will, kann auch bei Netto ein Balkonkraftwerk mit 820W Canadian Solar PV-Modul kaufen und so unterstützen: 😉
https://www.netto-online.de/balkonkraftwerk-820w-canadian-so…

[Oginvest]

Antwort auf Beitrag Nr.: 74.709.399 von GreenLantern1 am 28.10.23 14:53:03

Wenn man sich dieses mögliche Potential betrachtet, mit der Annahme einer noch immer "weltweit" geplanten Energiewende, sollte eine Investition in Solarwerte kaum falsch sein, auch wenn diese, infolge anderer Herausforderungen, nun etwas verzögert umgesetzt wird.

[GreenLantern1]

Antwort auf Beitrag Nr.: 74.708.742 von Oginvest am 28.10.23 11:28:00

Zitat von Oginvest: Canadian Solar's e-STORAGE to Deliver 1 GWh DC of Battery Storage Solutions to DEPCOM Power and Tucson Electric Power in Arizona
[........]
https://www.nasdaq.com/press-release/canadian-solars-e-stora…

Im Gegensatz zu SolarEdge (Erstposition) und Enphase (Watchlist) werde ich bei Canadian Solar weiter zukaufen. Diese melden gefühlt jede Woche neue langfristige (teils staatliche) Aufträge, die langfristige Cashflows sichern.

[Oginvest]

Canadian Solar's e-STORAGE to Deliver 1 GWh DC of Battery Storage Solutions to DEPCOM Power and Tucson Electric Power in Arizona

GUELPH, ON, Oct. 26, 2023 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has been awarded a supply and integration contract for 1 GWh DC of energy storage solutions for DEPCOM Power, Inc. and Tucson Electric Power (TEP) in Arizona.

e-STORAGE will deliver its proprietary energy storage solution SolBank to the Roadrunner Reserve System project that will be constructed by DEPCOM Power. The project has a rated capacity of 200 MW and a total storage capacity of 800 MWh AC. TEP will own and operate the project which will be the largest energy storage system on TEP's energy grid and among the largest in Arizona.

Once operational, the energy storage project will serve up to approximately 42,000 homes for a four-hour duration. This marks the second significant project in Arizona for e-STORAGE, following the kick-off of the Papago Storage project (1,200 MWh / 1,519 MWh DC nominal) in August of 2023....

https://www.nasdaq.com/press-release/canadian-solars-e-stora…