Sep. 8 at 7:11 PM
$TE We need more TE guys in
$CSIQ
If you already hold
$TE , understanding
$CSIQ is a piece of cake.
CSIQ has 2x the production capacity TE has. 10W of modules in Texas. 6.3GW solar cell factory ALREADY OPERATING (TE still waiting for FINANCING...)
CSIQ is ~1-3yrs ahead of TE.
CSIQ just reported 13GWs and
$4.5B in backlog, contracted orders for their US solar. Multiples of what TE has...
So easy to understand... at ~50% lower valuation. And a lot more assets.
(Huge in BESS, same size and more profitable then
$FLNC , and huge in project development, with BlackRock investing
$500M in their subsidiary, at
$2.5B valuation...)
You get all this, for less than
$1B in market cap... I'm sure a couple of smart
$TE investors are able to recognize the value gap.