NEUER SOLAR - SILIZIUM - MARKTFÜHRER : REC (Seite 68)
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Antwort auf Beitrag Nr.: 24.021.821 von meinolf67 am 18.09.06 16:45:55wißt ihr ja sicher schon :-)
20.09.06 13:46 Marked=OB REC REC QUADRUPLES CELL AND DOUBLES MODULE PRODUCTION andre børsmeldinger
Oslo, September 20, 2006: Renewable Energy
Corporation (REC) has decided to more than
quadruple its solar cell production and double
its solar module production within 2008.
Annualized revenues from the cell expansion will
represent around NOK 3.7 billion, and from the
module expansion, around NOK 1.5 billion at
current price levels (according to Solar Annual
2006).
REC continues to strengthen its market position
by increasing its activities in solar cell and
solar module production. The company`s
production of cells and modules will be
increased from today`s 45MW level, up to a total
of 225MW in cells and 100MW in modules. Both
plants will continue to utilize multicrystalline
wafers from REC Wafer.
`We are now taking another important step to
further implement our integrated business model
strategy. Growing our cell and module business
will leverage our strong position in polysilicon
and wafers, and thus capture more of the value
generated in these businesses`, says Erik
Thorsen, President and CEO of REC ASA.
Both expansion projects will be initiated
immediately through extensions of the existing
cell plant in Narvik, Norway, and the module
plant in Glava, Sweden. The cell expansion will
be undertaken in two equal steps. Ramp-up of the
first step will start in Q4 2007, and the second
step will start in Q2 2008. Total investment
related to cell expansion will amount to
approximately NOK 700 million and includes a
number of important technology steps. The ramp-
up of the module capacity which is expected to
start Q4 2007, also includes a significant
increase in automation of the existing
production. Total investment related to the
solar module expansion is approximately NOK 100
million. The expansions will create
approximately 175 new jobs in Narvik and 20 new
jobs in Glava over the next 18 months.
`REC Solar has already today the competencies
and resources necessary for continued strong
growth. Through further optimizing the size of
our existing cell and module plants we are also
ensuring that these plants have the necessary
scale and competitive edge to strengthen REC`s
market position going forward`, says Thor
Christian Tuv, Executive Vice President Solar of
REC ASA.
The expansion projects also create room for REC
to subsequently introduce its own proprietary
technology in both the cell and module
manufacturing. With a potential to increase cell
efficiency by between 1 - 2 percentage points on
multicrystalline wafers, this new technology
will contribute to achieve a targeted cost
reduction in cells and module manufacturing.
`We are very exited about the prospects of
taking the next technology step and thereby
moving further down the cost-per-watt curve. The
expansions will also allow us to retrofit parts
of this new technology into our existing
production lines`, Erik Thorsen adds.
About REC
REC is uniquely positioned in the solar energy
industry as the only company with a presence
across the entire value chain. REC Silicon and
REC Wafer are the world`s largest producers of
solar grade silicon and wafers for solar
applications. REC Solar produces solar cells and
solar modules and is gaining market share
through strong growth. REC Group had revenues in
2005 of 2,454 MNOK and an operating profit of
601 MNOK. Please also see www.recgroup.com
For more information, please contact;
Erik Thorsen, President & CEO, +47 90 75 66 85
Thor Christian Tuv, Executive Vice President
Solar; +47 959 27 203
Jon Andre Løkke, SVP & Investor Relation
Officer, +47 67 81 52 65
20.09.06 13:46 Marked=OB REC REC FURTHER INCREASES PRODUCTION OF POLYSILICON andre børsmeldinger
Oslo, September 20, 2006: Renewable Energy
Corporation (REC) has decided to invest USD 50
million to further increase polysilicon
production by close to 20% through de-
bottlenecking, at one of the existing plants.
REC has today decided to significantly increase
the production capacity through de-bottlenecking
at the existing plant in Butte, Montana, USA.
Total project investments will amount to
approximately USD 50 million. The project
consists of both adding silane gas production
capacity and modifying nearly 1/3 of the Siemens
reactors installed at the plant.
`This will unlock significantly more of the
potential of the Butte facility both in terms of
production capacity and production cost, the
plant that was taken over from Komatsu in August
2005`, says Erik Thorsen, President and CEO of
REC ASA.
Polysilicon is made by converting silane gas,
from the first production step, into a solid
metal through Siemens reactors. From Q1 of 2008,
the de-bottlenecking project is expected to
increase silane gas production by around 2,000
MT and polysilicon production by approximately
1,000 MT. Around one third of the new silane gas
produced will be sold as gas to the electronics-
, thin film transistor-, liquid crystal displays
and photovoltaic markets. By increasing
throughput and reducing the cycle-time in the
Siemens reactors, total cost per kilogram
produced at the Butte plant can be reduced by
nearly 20%.
`With this de-bottlenecking project, REC
continues the quest for increased production
volumes at reduced cost. REC has hereby
confirmed its commitment to provide lower cost
polysilicon to the photovoltaic industry and its
continued support of the merchant silane gas
market`, says Gøran Bye, Executive Vice
President Silicon of REC ASA.
When the de-bottlenecking has been completed and
the new granular polysilicon production plant is
operational in 2008, REC will have total silane
gas production capacity of 20,000 MT and total
polysilicon production capacity of 13,500 MT.
The polysilicon production will be split between
6,500 MT of granular and 7,000 MT of Siemens
based material.
About REC
REC is uniquely positioned in the solar energy
industry as the only company with a presence
across the entire value chain. REC Silicon and
REC Wafer are the world`s largest producers of
solar grade silicon and wafers for solar
applications. REC Solar produces solar cells and
solar modules and is gaining market share
through strong growth. REC Group had revenues in
2005 of 2,454 MNOK and an operating profit of
601 MNOK. Please also see www.recgroup.com
For more information, please contact;
Erik Thorsen, President & CEO, +47 90 75 66 85
Gøran Bye, Executive Vice President Silicon; +1
509 760 9265
Jon Andre Løkke, SVP & Investor Relation
Officer, +47 67 81 52 65
20.09.06 13:46 Marked=OB REC REC QUADRUPLES CELL AND DOUBLES MODULE PRODUCTION andre børsmeldinger
Oslo, September 20, 2006: Renewable Energy
Corporation (REC) has decided to more than
quadruple its solar cell production and double
its solar module production within 2008.
Annualized revenues from the cell expansion will
represent around NOK 3.7 billion, and from the
module expansion, around NOK 1.5 billion at
current price levels (according to Solar Annual
2006).
REC continues to strengthen its market position
by increasing its activities in solar cell and
solar module production. The company`s
production of cells and modules will be
increased from today`s 45MW level, up to a total
of 225MW in cells and 100MW in modules. Both
plants will continue to utilize multicrystalline
wafers from REC Wafer.
`We are now taking another important step to
further implement our integrated business model
strategy. Growing our cell and module business
will leverage our strong position in polysilicon
and wafers, and thus capture more of the value
generated in these businesses`, says Erik
Thorsen, President and CEO of REC ASA.
Both expansion projects will be initiated
immediately through extensions of the existing
cell plant in Narvik, Norway, and the module
plant in Glava, Sweden. The cell expansion will
be undertaken in two equal steps. Ramp-up of the
first step will start in Q4 2007, and the second
step will start in Q2 2008. Total investment
related to cell expansion will amount to
approximately NOK 700 million and includes a
number of important technology steps. The ramp-
up of the module capacity which is expected to
start Q4 2007, also includes a significant
increase in automation of the existing
production. Total investment related to the
solar module expansion is approximately NOK 100
million. The expansions will create
approximately 175 new jobs in Narvik and 20 new
jobs in Glava over the next 18 months.
`REC Solar has already today the competencies
and resources necessary for continued strong
growth. Through further optimizing the size of
our existing cell and module plants we are also
ensuring that these plants have the necessary
scale and competitive edge to strengthen REC`s
market position going forward`, says Thor
Christian Tuv, Executive Vice President Solar of
REC ASA.
The expansion projects also create room for REC
to subsequently introduce its own proprietary
technology in both the cell and module
manufacturing. With a potential to increase cell
efficiency by between 1 - 2 percentage points on
multicrystalline wafers, this new technology
will contribute to achieve a targeted cost
reduction in cells and module manufacturing.
`We are very exited about the prospects of
taking the next technology step and thereby
moving further down the cost-per-watt curve. The
expansions will also allow us to retrofit parts
of this new technology into our existing
production lines`, Erik Thorsen adds.
About REC
REC is uniquely positioned in the solar energy
industry as the only company with a presence
across the entire value chain. REC Silicon and
REC Wafer are the world`s largest producers of
solar grade silicon and wafers for solar
applications. REC Solar produces solar cells and
solar modules and is gaining market share
through strong growth. REC Group had revenues in
2005 of 2,454 MNOK and an operating profit of
601 MNOK. Please also see www.recgroup.com
For more information, please contact;
Erik Thorsen, President & CEO, +47 90 75 66 85
Thor Christian Tuv, Executive Vice President
Solar; +47 959 27 203
Jon Andre Løkke, SVP & Investor Relation
Officer, +47 67 81 52 65
20.09.06 13:46 Marked=OB REC REC FURTHER INCREASES PRODUCTION OF POLYSILICON andre børsmeldinger
Oslo, September 20, 2006: Renewable Energy
Corporation (REC) has decided to invest USD 50
million to further increase polysilicon
production by close to 20% through de-
bottlenecking, at one of the existing plants.
REC has today decided to significantly increase
the production capacity through de-bottlenecking
at the existing plant in Butte, Montana, USA.
Total project investments will amount to
approximately USD 50 million. The project
consists of both adding silane gas production
capacity and modifying nearly 1/3 of the Siemens
reactors installed at the plant.
`This will unlock significantly more of the
potential of the Butte facility both in terms of
production capacity and production cost, the
plant that was taken over from Komatsu in August
2005`, says Erik Thorsen, President and CEO of
REC ASA.
Polysilicon is made by converting silane gas,
from the first production step, into a solid
metal through Siemens reactors. From Q1 of 2008,
the de-bottlenecking project is expected to
increase silane gas production by around 2,000
MT and polysilicon production by approximately
1,000 MT. Around one third of the new silane gas
produced will be sold as gas to the electronics-
, thin film transistor-, liquid crystal displays
and photovoltaic markets. By increasing
throughput and reducing the cycle-time in the
Siemens reactors, total cost per kilogram
produced at the Butte plant can be reduced by
nearly 20%.
`With this de-bottlenecking project, REC
continues the quest for increased production
volumes at reduced cost. REC has hereby
confirmed its commitment to provide lower cost
polysilicon to the photovoltaic industry and its
continued support of the merchant silane gas
market`, says Gøran Bye, Executive Vice
President Silicon of REC ASA.
When the de-bottlenecking has been completed and
the new granular polysilicon production plant is
operational in 2008, REC will have total silane
gas production capacity of 20,000 MT and total
polysilicon production capacity of 13,500 MT.
The polysilicon production will be split between
6,500 MT of granular and 7,000 MT of Siemens
based material.
About REC
REC is uniquely positioned in the solar energy
industry as the only company with a presence
across the entire value chain. REC Silicon and
REC Wafer are the world`s largest producers of
solar grade silicon and wafers for solar
applications. REC Solar produces solar cells and
solar modules and is gaining market share
through strong growth. REC Group had revenues in
2005 of 2,454 MNOK and an operating profit of
601 MNOK. Please also see www.recgroup.com
For more information, please contact;
Erik Thorsen, President & CEO, +47 90 75 66 85
Gøran Bye, Executive Vice President Silicon; +1
509 760 9265
Jon Andre Løkke, SVP & Investor Relation
Officer, +47 67 81 52 65
zum Thema Solar-SI:
September 4, 2006
Midland, MI, USA: Dow Corning Introduces New Solar Grade Silicon Material
Dow Corning (Nachrichten) Corp. today announced that it has achieved a milestone in solar energy technology: a solar-grade (SoG) silicon derived from metallurgical silicon that exhibits good solar cell performance characteristics when blended with traditional polysilicon feedstock.
This new silicon feedstock material, Dow Corning(R) PV 1101 SoG Silicon, is the first commercially available feedstock produced from such technology using large scale manufacturing processes. For several years, the primary obstacle to the growth of solar energy has been the constrained availability of silicon, the key raw material used in the production of solar cells.
Until now, Dow Corning says, the solar industry has relied on the supply of polycrystalline silicon, a high-grade purity product, originally developed for the semiconductor industry. This has meant that the solar industry has in turn been subject to resource restraint. The launch of PV 1101, produced from a very different route, will alleviate that restraint and offer a new source of supply as well as new technical and business options for the solar industry.
"PV 1101 is certainly one of the most innovative technologies to come along in the solar energy industry since the manufacture of the first silicon solar cells," said Gaetan Borgers, director of Dow Corning Solar Solutions. "For years now, the solar industry has hoped to be supplied by new sources of silicon designed and dedicated to them. PV 1101 is a major step in that direction. It is a step that will provide a means of growth for the solar industry."
"Dow Corning's PV 1101 SoG Silicon is offering new choices and new perspectives for the photovoltaic (PV) industry," said Rudy Miller, market manager of Dow Corning Solar Solutions. "We can now offer the burgeoning solar market two attractive supply options."
Hemlock Semiconductor Corp., the world's largest supplier of polycrystalline silicon, of which Dow Corning is the majority shareholder, is continuing to aggressively expand production capacities for polysilicon. And now, the company says the new breakthrough material is presenting customers with a different technology choice to meet their material needs.
"This is the latest demonstration of how Dow Corning is solving both technological and supply issues in solar energy. In the short term, PV 1101 SoG Silicon meets the specifications of a growing customer base and helps to ease the current imbalance between supply and demand. In the mid and long term, it offers new options to the PV industry," added Miller.
The PV 1101 blend material has already been tested in independent institutes and at several Dow Corning Solar Solutions' customer production sites worldwide. The testing showed that the blended feedstock material exhibits performance characteristics similar to polysilicon in terms of solar cell manufacturing and efficiency.
"Dow Corning has worked closely with several customers to test and qualify our material," Miller continued. "The results are very positive and we have recorded a high interest for our product. Orders have already been placed."
Dow Corning began bulk production of PV 1101 earlier this summer, and bulk customer shipments began in August. Progressive ramping up of the PV 1101 SoG Silicon production facility to full speed is currently in progress.
"While PV 1101 is certainly a breakthrough for the entire solar energy industry, Dow Corning doesn't plan to stop there," added Borgers. "We are continuing to develop next-generation materials and therefore more options for our customers."
PV 1101 SoG Silicon is a new milestone for the Solar Solutions Group at Dow Corning. It is the first product manufactured at Dow Corning Solar Solutions Group's new production facility in Santos Dumont, Brazil. While Dow Corning has been providing materials to the photovoltaic industry throughout the company's history, it created the Solar Solutions Group in 2001 to focus on development and commercialization of material solutions that will improve cost effectiveness, material availability, durability and performance of photovoltaic devices.
Dow Corning Solar Solutions Group provides materials and services for the entire photovoltaic supply chain, from sand to sun: from the basic building blocks of silicon feedstock for ingots and wafers production to solar module frame assembly and sealing materials. It is leveraging its unique position and global leadership in the silicon value chain to deliver solutions that will make a difference in the photovoltaic industry and help photovoltaic producers fulfill the mid- and long-term promises of solar energy.
September 4, 2006
Midland, MI, USA: Dow Corning Introduces New Solar Grade Silicon Material
Dow Corning (Nachrichten) Corp. today announced that it has achieved a milestone in solar energy technology: a solar-grade (SoG) silicon derived from metallurgical silicon that exhibits good solar cell performance characteristics when blended with traditional polysilicon feedstock.
This new silicon feedstock material, Dow Corning(R) PV 1101 SoG Silicon, is the first commercially available feedstock produced from such technology using large scale manufacturing processes. For several years, the primary obstacle to the growth of solar energy has been the constrained availability of silicon, the key raw material used in the production of solar cells.
Until now, Dow Corning says, the solar industry has relied on the supply of polycrystalline silicon, a high-grade purity product, originally developed for the semiconductor industry. This has meant that the solar industry has in turn been subject to resource restraint. The launch of PV 1101, produced from a very different route, will alleviate that restraint and offer a new source of supply as well as new technical and business options for the solar industry.
"PV 1101 is certainly one of the most innovative technologies to come along in the solar energy industry since the manufacture of the first silicon solar cells," said Gaetan Borgers, director of Dow Corning Solar Solutions. "For years now, the solar industry has hoped to be supplied by new sources of silicon designed and dedicated to them. PV 1101 is a major step in that direction. It is a step that will provide a means of growth for the solar industry."
"Dow Corning's PV 1101 SoG Silicon is offering new choices and new perspectives for the photovoltaic (PV) industry," said Rudy Miller, market manager of Dow Corning Solar Solutions. "We can now offer the burgeoning solar market two attractive supply options."
Hemlock Semiconductor Corp., the world's largest supplier of polycrystalline silicon, of which Dow Corning is the majority shareholder, is continuing to aggressively expand production capacities for polysilicon. And now, the company says the new breakthrough material is presenting customers with a different technology choice to meet their material needs.
"This is the latest demonstration of how Dow Corning is solving both technological and supply issues in solar energy. In the short term, PV 1101 SoG Silicon meets the specifications of a growing customer base and helps to ease the current imbalance between supply and demand. In the mid and long term, it offers new options to the PV industry," added Miller.
The PV 1101 blend material has already been tested in independent institutes and at several Dow Corning Solar Solutions' customer production sites worldwide. The testing showed that the blended feedstock material exhibits performance characteristics similar to polysilicon in terms of solar cell manufacturing and efficiency.
"Dow Corning has worked closely with several customers to test and qualify our material," Miller continued. "The results are very positive and we have recorded a high interest for our product. Orders have already been placed."
Dow Corning began bulk production of PV 1101 earlier this summer, and bulk customer shipments began in August. Progressive ramping up of the PV 1101 SoG Silicon production facility to full speed is currently in progress.
"While PV 1101 is certainly a breakthrough for the entire solar energy industry, Dow Corning doesn't plan to stop there," added Borgers. "We are continuing to develop next-generation materials and therefore more options for our customers."
PV 1101 SoG Silicon is a new milestone for the Solar Solutions Group at Dow Corning. It is the first product manufactured at Dow Corning Solar Solutions Group's new production facility in Santos Dumont, Brazil. While Dow Corning has been providing materials to the photovoltaic industry throughout the company's history, it created the Solar Solutions Group in 2001 to focus on development and commercialization of material solutions that will improve cost effectiveness, material availability, durability and performance of photovoltaic devices.
Dow Corning Solar Solutions Group provides materials and services for the entire photovoltaic supply chain, from sand to sun: from the basic building blocks of silicon feedstock for ingots and wafers production to solar module frame assembly and sealing materials. It is leveraging its unique position and global leadership in the silicon value chain to deliver solutions that will make a difference in the photovoltaic industry and help photovoltaic producers fulfill the mid- and long-term promises of solar energy.
Antwort auf Beitrag Nr.: 23.993.147 von cweb am 17.09.06 13:50:01@cweb:
...stimmt; vielleicht ein Vorbote der Entspannung auf der Angebotsseite?
Eine der eher globalgalaktischen Sorgen, die ich mir bei all den langfristigen Verträgen in der Solarbranche mache, ist die, wer denn im Falle von Verwerfungen seine Verpflichtungen auch erfüllen kann.
Sharp ist da sicherlich eine sehr gute Addresse. Schade, dass man bei denen Solar immer nur verklausuliert unter sonstige finden kann
...stimmt; vielleicht ein Vorbote der Entspannung auf der Angebotsseite?
Eine der eher globalgalaktischen Sorgen, die ich mir bei all den langfristigen Verträgen in der Solarbranche mache, ist die, wer denn im Falle von Verwerfungen seine Verpflichtungen auch erfüllen kann.
Sharp ist da sicherlich eine sehr gute Addresse. Schade, dass man bei denen Solar immer nur verklausuliert unter sonstige finden kann
"REC sichert sich Liefervertrag für Solarwafer" im Original "REC secures ... contract for the supply of wafers to Sharp"
Ist eine eigenartige Wortwahl in einem Markt, wo die Nachfrage nach z.B. Wafern kaum zu befriedigen sei...
Ist eine eigenartige Wortwahl in einem Markt, wo die Nachfrage nach z.B. Wafern kaum zu befriedigen sei...
REC sichert sich Liefervertrag für Solarwafer für Sharp
15.09.2006, 16:51 Uhr
Høvik, Norwegen - Die Tochter REC ScanWafer des norwegischen Solarkonzerns Renewable Energy Corporation (REC) hat einen Vertrag mit der Sumitomo Corporation über die Lieferung von multikristallinen Silizium-Wafer abgeschlossen. Im Rahmen dieses Vertrags soll der im regenerativen Aktienindex RENIXX gelistete REC-Konzern in den nächsten sechs Jahren Wafer mit einem Volumen von 3,1 Mrd. NOK (ca. 0,37 Mrd. Euro) an den Solarzellen und –modul - Hersteller Sharp liefern. Sumitomo agiert dabei als Geschäftsrepräsentant gegenüber Sharp.
Sharp ist der weltweit größte Produzent von Solarzellen und Solarmodulen. Nach Angaben der Fachzeitschrift Photon International lag die Produktionskapazität von Sharp im Jahr 2005 bei 428 MW, was einem Marktanteil von 24 Prozent entspreche. Sharp betreibt Solarzellen und –modul Produktionslinien in Japan und hat weitere Produktionsstätten für Module in Großbritannien und den USA.
http://www.iwr.de/" target="_blank" rel="nofollow ugc noopener">http://www.iwr.de/
15.09.2006, 16:51 Uhr
Høvik, Norwegen - Die Tochter REC ScanWafer des norwegischen Solarkonzerns Renewable Energy Corporation (REC) hat einen Vertrag mit der Sumitomo Corporation über die Lieferung von multikristallinen Silizium-Wafer abgeschlossen. Im Rahmen dieses Vertrags soll der im regenerativen Aktienindex RENIXX gelistete REC-Konzern in den nächsten sechs Jahren Wafer mit einem Volumen von 3,1 Mrd. NOK (ca. 0,37 Mrd. Euro) an den Solarzellen und –modul - Hersteller Sharp liefern. Sumitomo agiert dabei als Geschäftsrepräsentant gegenüber Sharp.
Sharp ist der weltweit größte Produzent von Solarzellen und Solarmodulen. Nach Angaben der Fachzeitschrift Photon International lag die Produktionskapazität von Sharp im Jahr 2005 bei 428 MW, was einem Marktanteil von 24 Prozent entspreche. Sharp betreibt Solarzellen und –modul Produktionslinien in Japan und hat weitere Produktionsstätten für Module in Großbritannien und den USA.
http://www.iwr.de/" target="_blank" rel="nofollow ugc noopener">http://www.iwr.de/
Trading Spotlight
Antwort auf Beitrag Nr.: 23.719.907 von meinolf67 am 01.09.06 15:01:29hi Meinolf67
und @all,
REC gibt es immer billiger,
der Kurs ist seit Tagen im Sinkflug,
ab wann sind es günstige Einstiegskurse?
und @all,
REC gibt es immer billiger,
der Kurs ist seit Tagen im Sinkflug,
ab wann sind es günstige Einstiegskurse?
das mag schon sein, aber es will sich an keinem tag eine richtige kurve (die kursstellungen je tag kann ich an meinen händen abzählen) in oslo ergeben... zum einen sind einige fonds investiert, wagniskapitalgeber (noch) nicht ausgestiegen und vergleichbare quartalszahlen hat es seit dem börsengang erst einmal gegeben (Q1 2006 war belastet durch die umwandlung der wandelanleihe). Q3 wird wahrscheinlich nicht viel besser als Q2 werden, daher ergibt sich letztlich erst ab Q4 wieder phantasie, wenn so langsam die neuen waferfertigungskapazitäten hochgefahren werden. wenn die neuen siliziumkapazitäten hochgefahren werden wird es nochmal einen schub geben, aber dies ist alles sehr langfristig (d.h. 2 jahre) und durch das risiko belastet, dass die anlage nicht rechtzeitig fertig wird (schließlich hat rec einen beachtlichen betrag investiert). welches verfahren einen vorteil hat (jss in rheinfelden vs. rec in moses lake) kann icht nicht sagen, beide senken den energiebedarf und damit die kosten lt. aussagen der beteiligten unternehmen signifikant.
...aber schau Dir mal an, wieviel Stück in Stuttgart immer sowohl im bid als auch im ask stehen.
Und der kleine freefloat ist wertmäßig immer noch mehr als wahrscheinlich die Hälfte aller spekulativen Solarwerte zusammen...
na ja, jedenfalls schön, dass wenigstens einer mitliest.
Weißt Du vielleicht, wie sich das neue SI-Fertigungsverfahren von Solarworld (heutige Meldung) im Verhältnis zu dem von REC darstellt?
Gruß
Meinolf
Und der kleine freefloat ist wertmäßig immer noch mehr als wahrscheinlich die Hälfte aller spekulativen Solarwerte zusammen...
na ja, jedenfalls schön, dass wenigstens einer mitliest.
Weißt Du vielleicht, wie sich das neue SI-Fertigungsverfahren von Solarworld (heutige Meldung) im Verhältnis zu dem von REC darstellt?
Gruß
Meinolf
ist nur der freefloat von rec sehr klein (~ 8 %), somit ist das in d gehandelte volumen noch kleiner, deshalb keine große diskussion hier im board...
warum postet hier keiner?
Angesichts des Interesses, dass anderen Solarwerten entgegengebracht wird, ist das hier für mich unverständlich.
REC ist, anders als Solarworld das behauptet, wirklich in der ganzen SOLAREN Wertschöpfungskette (ohne den Handel mit fertigen Systemen) tätig, incl. Silizium (>20% Weltmarktanteil !!!) wo im Moment die Traumrenditen eingefahren werden.
Sie sind auch sehr interessant vernetzt (z.B. EverQ, CSG, ..), so daß es vielleicht auch mal Übernahmefantsien geben kann.
Wer sich Q-Cells anschaut, MUSS eigentlich auch REC im Auge behalten, da die der größte Lieferant sind.
Etc., etc.,...
Hallo, jemand da?
Angesichts des Interesses, dass anderen Solarwerten entgegengebracht wird, ist das hier für mich unverständlich.
REC ist, anders als Solarworld das behauptet, wirklich in der ganzen SOLAREN Wertschöpfungskette (ohne den Handel mit fertigen Systemen) tätig, incl. Silizium (>20% Weltmarktanteil !!!) wo im Moment die Traumrenditen eingefahren werden.
Sie sind auch sehr interessant vernetzt (z.B. EverQ, CSG, ..), so daß es vielleicht auch mal Übernahmefantsien geben kann.
Wer sich Q-Cells anschaut, MUSS eigentlich auch REC im Auge behalten, da die der größte Lieferant sind.
Etc., etc.,...
Hallo, jemand da?
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