CANADIAN SOLAR WKN: A0LCUY ISIN: CA1366351098 Kürzel: CSIQ Forum: Aktien Thema: Hauptdiskussion

https://seekingalpha.com/news/4502748-canadian-solar-chargepoint-gibson-energy-are-jpmorgans-top-energy-sector-short-ideas Sehr interessante Kommentare zu dem Text im unteren Teil des Berichtes🤔😉🤣

Ich bin da 100% bei dir. Ich glaube etwa 1bn ist an China gebunden, weil CSI das beim IPO eingenommen hat und das Geld nicht ins Ausland fließen darf. Grundlegend finde ich ein ARP Quatsch bei Schulden, Überkapazität, hohen Zinsen und niedrigen Margen. Allerdings sprechen wir hier auch von einer Signalwirkung. Aber CSIQ interessiert sich nicht für die Investoren. Mich wundert allerdings derzeit die gute Stimmung bei grünen Aktien. Es scheint, als wäre wirklich der Boden da.

Meinst du es wird jetzt hoch gehen ich fand auch als Fehleinschätzung

hat ein typ auf wits gesagt, der hat doch keine ahnung

Was hat das zu heißen?

https://mlq.ai/stocks/CSIQ/earnings-call-transcript/Q2-2024

q2 2024

Okay, Thank you, Shawn. Can you share any color on a potential recurrent IPO timeline? Additionally, are you thinking about spinning off the e-STORAGE business as well? And then finally, related to e-STORAGE, do you plan on building a battery cell pack line in the U.S.? And how much solar cell capacity? Well, you guys talked about how much you have in the U.S. now. How much more could it be? How much more could you grow it? Sorry for so many questions in a row, but thank you. Shawn Qu: Well, Philip, thanks for highlighting so much of the strengths of Canadian Solar. You see our strength in recurrent. You also see our strengths and differentiation in the storage. So thank you very much for seeing our strengths and seeing our differentiators. Now, we haven't talked about how to speculate this. However, we are moving to a partial IPP model as I, myself, Ismael, and Xinbo mentioned. And going through this model, you can reasonably speculate that at some point, we will look for a way to capitalize on what we accumulate and what we build. However, we just started this process. So I would say to build a good IPP, it takes a couple of years. So I guess this is the indication of any capitalization plan for recurrence. Now e-STORAGE, we don't have a plan to spin off. e-STORAGE is an important and dynamic component of CSI Solar. So -- and it sit well in the CSI Solar family. So we don't have a plan there. Now, what's your next number three and number four question?