NEUER SOLAR - SILIZIUM - MARKTFÜHRER : REC - Die letzten 30 Beiträge
eröffnet am 10.05.06 23:05:55 von
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Beiträge: 734
ID: 1.059.299
ID: 1.059.299
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Gesamt: 111.589
Gesamt: 111.589
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ISIN: NO0010112675 · WKN: A0BKK5 · Symbol: R3Q
0,9235
EUR
+0,11 %
+0,0010 EUR
Letzter Kurs 18.04.24 Tradegate
Werte aus der Branche Halbleiter
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4.005,00 | +300,50 | |
| 23,600 | +12,38 | |
| 440,10 | +12,00 | |
| 33,95 | +11,09 | |
| 26,48 | +10,01 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9000 | -10,00 | |
| 59,00 | -11,94 | |
| 6,3200 | -23,75 | |
| 5,8900 | -35,94 | |
| 0,5530 | -38,56 |
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Antwort auf Beitrag Nr.: 72.289.029 von THIELERTAGMILTARYDEFENSE am 28.08.22 09:40:56Hier noch jemand dabei? Warum der Kursrutsch?
Antwort auf Beitrag Nr.: 69.955.049 von Joker114 am 18.11.21 11:19:05Die Verdopplung der Marktkapitalisierung von Rec ist derzeit im Gange..auf zu alten Höhen..der Markt in dieser Branche ist nun bereit.
Antwort auf Beitrag Nr.: 69.955.049 von Joker114 am 18.11.21 11:19:05Ausgesprochen gute , wir bekommen hier auch mit Meyer Burger bald Verstärkung in den Kooperationen, die vertieft werden, wenn ich den Markt richtig deute
Gute News!
Heute auf Marketwatch, gute Neuigkeiten für alle Investierten!https://www.marketwatch.com/story/aker-horizons-hanwha-solut…
https://www.recsilicon.com/media/newsroom/newshandler/?type=…
Präsentation auf der Pareto Energy Conference 2021 - 15.09.2021
minus -10% Heute
Präsentation auf der Pareto Energy Conference 2021 - 15.09.2021
minus -10% Heute
Trading Spotlight
Am 22.07.2021 werden Q2 Zahlen veröffentlicht! Erste Schätzungen:
Quelle: https://www.finanzen.net/nachricht/aktien/erste-schaetzungen…
Gruß klimajunge 🤠
Quelle: https://www.finanzen.net/nachricht/aktien/erste-schaetzungen…
Gruß klimajunge 🤠
Oslo, Norwegen - 11. Mai 2021: REC Silicon ASA (REC Silicon) erzielte im ersten Quartal 2021 einen Umsatz von 28,1 Mio. USD gegenüber 36,0 Mio. USD im vierten Quartal 2020 und ein EBITDA von 4,0 Mio. USD gegenüber 1,9 Mio. USD im Vorquartal.
REC Silicon meldete am 31. März 2021 einen Barbestand von 131,5 Mio. USD gegenüber 134,9 Mio. USD am 31. Dezember 2020.
Das Unternehmen meldete für das erste Quartal ein EBITDA von 10,8 Mio. USD im Segment Halbleitermaterialien gegenüber 8,0 Mio. USD im ersten Quartal 2020 und 11,7 Mio. USD im vierten Quartal 2020. Der Rückgang des EBITDA gegenüber dem Vorquartal war hauptsächlich das Ergebnis geringerer Siliziumgasverkäufe von 781 Tonnen im ersten Quartal gegenüber 881 Tonnen im Vorquartal.
„Die Nachfrage nach Halbleiterpolysilicium und Siliziumgas hat in den letzten Quartalen zugenommen, und wir gehen davon aus, dass sich dieser Trend fortsetzt. Die eingeschränkte Versandverfügbarkeit über den Pazifik hat einige Probleme bei der Auftragserfüllung verursacht, aber wir sind zuversichtlich, dass dies schrittweise behoben wird. Der PV-Polysiliciummarkt hat sich in den letzten Monaten verstärkt, aber leider kann REC Silicon diesen Markt aufgrund des Handelsstreits mit China nicht beliefern. Die Pläne zur Entwicklung einer PV-Wertschöpfungskette mit „extrem geringem CO2-Ausstoß“ werden jedoch in Zusammenarbeit mit anderen Solarunternehmen und der US-Regierung fortgesetzt. REC Silicon befindet sich außerdem in Verhandlungen mit mehreren „Silicon Anode“ -Unternehmen über Silanlieferverträge in unserem Werk in Moses Lake.
Weitere Informationen finden Sie im beigefügten Bericht und in der Präsentation zum ersten Quartal 2021.
Quelle: https://www.recsilicon.com/media/newsroom/newshandler/?type=…
aus dem Protokoll der Hauptversammlung:
Oslo, Norwegen - 11. Mai 2021: Die Hauptversammlung der Aktionäre von REC Silicon ASA (REC Silicon) fand am 11. Mai 2021 um 16:00 Uhr MESZ statt.
Das Protokoll der Hauptversammlung mit den Beschlüssen ist beigefügt und auch auf der Website von REC Silicon unter www.recsilicon.com verfügbar.
In der Hauptversammlung waren 134.647.476 Aktien vertreten. Somit waren auf der Hauptversammlung rund 36,16% des Gesamtanteils der Gesellschaft vertreten.
Nach der Einberufung der Hauptversammlung vom 20. April 2021 genehmigte die Hauptversammlung alle vom Verwaltungsrat vorgeschlagenen Beschlüsse wie folgt aus dem Protokoll.
Quelle: https://ml-eu.globenewswire.com/Resource/Download/3b5d5341-b…
Kursverfall ohne Ende - warum 🤔
Grüße klimajunge 🤠
REC Silicon meldete am 31. März 2021 einen Barbestand von 131,5 Mio. USD gegenüber 134,9 Mio. USD am 31. Dezember 2020.
Das Unternehmen meldete für das erste Quartal ein EBITDA von 10,8 Mio. USD im Segment Halbleitermaterialien gegenüber 8,0 Mio. USD im ersten Quartal 2020 und 11,7 Mio. USD im vierten Quartal 2020. Der Rückgang des EBITDA gegenüber dem Vorquartal war hauptsächlich das Ergebnis geringerer Siliziumgasverkäufe von 781 Tonnen im ersten Quartal gegenüber 881 Tonnen im Vorquartal.
„Die Nachfrage nach Halbleiterpolysilicium und Siliziumgas hat in den letzten Quartalen zugenommen, und wir gehen davon aus, dass sich dieser Trend fortsetzt. Die eingeschränkte Versandverfügbarkeit über den Pazifik hat einige Probleme bei der Auftragserfüllung verursacht, aber wir sind zuversichtlich, dass dies schrittweise behoben wird. Der PV-Polysiliciummarkt hat sich in den letzten Monaten verstärkt, aber leider kann REC Silicon diesen Markt aufgrund des Handelsstreits mit China nicht beliefern. Die Pläne zur Entwicklung einer PV-Wertschöpfungskette mit „extrem geringem CO2-Ausstoß“ werden jedoch in Zusammenarbeit mit anderen Solarunternehmen und der US-Regierung fortgesetzt. REC Silicon befindet sich außerdem in Verhandlungen mit mehreren „Silicon Anode“ -Unternehmen über Silanlieferverträge in unserem Werk in Moses Lake.
Weitere Informationen finden Sie im beigefügten Bericht und in der Präsentation zum ersten Quartal 2021.
Quelle: https://www.recsilicon.com/media/newsroom/newshandler/?type=…
aus dem Protokoll der Hauptversammlung:
Oslo, Norwegen - 11. Mai 2021: Die Hauptversammlung der Aktionäre von REC Silicon ASA (REC Silicon) fand am 11. Mai 2021 um 16:00 Uhr MESZ statt.
Das Protokoll der Hauptversammlung mit den Beschlüssen ist beigefügt und auch auf der Website von REC Silicon unter www.recsilicon.com verfügbar.
In der Hauptversammlung waren 134.647.476 Aktien vertreten. Somit waren auf der Hauptversammlung rund 36,16% des Gesamtanteils der Gesellschaft vertreten.
Nach der Einberufung der Hauptversammlung vom 20. April 2021 genehmigte die Hauptversammlung alle vom Verwaltungsrat vorgeschlagenen Beschlüsse wie folgt aus dem Protokoll.
Quelle: https://ml-eu.globenewswire.com/Resource/Download/3b5d5341-b…
Kursverfall ohne Ende - warum 🤔
Grüße klimajunge 🤠
Antwort auf Beitrag Nr.: 67.770.974 von klimajunge am 11.04.21 17:22:17Sehr gut.. das gibt eine runde Sache..langfristig eine mega Verbindung..all in kann man nun sagen..
Rec beendet die Vereinbarung mit Violet power. Auszug hierzu:
REC Silicon teilt mit, dass die am 13. Oktober 2020 angekündigte strategische Partnerschaft zwischen REC und Violet Power (VP) beendet wurde. Entsprechend der positiven Dynamik im politischen Umfeld, die eine bessere Chance für lokalisierte Wertschöpfungsketten als je zuvor bietet, ist REC der Ansicht, dass die Aktionäre bessere positive Ergebnisse erzielen, wenn sie kommerziell mit etablierten, bewährten, aktiven und relevanten Partnern der Solarversorgungskette zusammenarbeiten, um diese zu optimieren die Marktchance für wettbewerbsfähige, kohlenstoffarme lokal produzierte Solarmodule.
REC arbeitet auch mit Unternehmen der Ultra Low Carbon Solar Alliance, einer Gruppe etablierter und bewährter Solarunternehmen, an verschiedenen politischen und Kommunikationsinitiativen, um die wachsenden Möglichkeiten für eine nachhaltige Solarversorgungskette zu realisieren.
Quelle: https://www.recsilicon.com/media/newsroom/newshandler/?type=…
Die ULCSA möchte nachhaltige Produktionsverfahren im Solarzellenbereich etablieren und so schon bei der Herstellung darauf achten, dass der CO Fußabdruck reduziert wird.
Quelle: https://ultralowcarbonsolar.org/
Soviel sei verraten: Es sind keine asiatische Hersteller mit dabei! Europa versucht sich in Stellung zu bringen. Wer fängt in Deutschland bald mit Solarzellenfertigungen im High End Bereich an? 🤔
Gruß Klimajunge 🤠
REC Silicon teilt mit, dass die am 13. Oktober 2020 angekündigte strategische Partnerschaft zwischen REC und Violet Power (VP) beendet wurde. Entsprechend der positiven Dynamik im politischen Umfeld, die eine bessere Chance für lokalisierte Wertschöpfungsketten als je zuvor bietet, ist REC der Ansicht, dass die Aktionäre bessere positive Ergebnisse erzielen, wenn sie kommerziell mit etablierten, bewährten, aktiven und relevanten Partnern der Solarversorgungskette zusammenarbeiten, um diese zu optimieren die Marktchance für wettbewerbsfähige, kohlenstoffarme lokal produzierte Solarmodule.
REC arbeitet auch mit Unternehmen der Ultra Low Carbon Solar Alliance, einer Gruppe etablierter und bewährter Solarunternehmen, an verschiedenen politischen und Kommunikationsinitiativen, um die wachsenden Möglichkeiten für eine nachhaltige Solarversorgungskette zu realisieren.
Quelle: https://www.recsilicon.com/media/newsroom/newshandler/?type=…
Die ULCSA möchte nachhaltige Produktionsverfahren im Solarzellenbereich etablieren und so schon bei der Herstellung darauf achten, dass der CO Fußabdruck reduziert wird.
Quelle: https://ultralowcarbonsolar.org/
Soviel sei verraten: Es sind keine asiatische Hersteller mit dabei! Europa versucht sich in Stellung zu bringen. Wer fängt in Deutschland bald mit Solarzellenfertigungen im High End Bereich an? 🤔
Gruß Klimajunge 🤠
Bin heute eingestiegen nach der Korrektur. Bei einem Goldrausch in die Schaufeln investieren 
Antwort auf Beitrag Nr.: 65.495.761 von Realist2020 am 26.10.20 12:23:50REC Silicon profitiert auch massiv vom Aufschwung des neuen Players Meyer Burger Technologies der immer mehr den Premium Markt der Zukunft einnimmt 🇺🇸😎🇺🇸😎🇨🇭🇨🇭
Gibt es Quellen?
Antwort auf Beitrag Nr.: 66.176.800 von Toto2311 am 23.12.20 13:23:00Heute gab es wieder Neues in den Medien und der Kurs macht..boom..bin gespannt, wie schnell wieder 2stellige Kurse da sind..Grüße an die bestens Investierten..
Antwort auf Beitrag Nr.: 66.176.800 von Toto2311 am 23.12.20 13:23:00..noch nicht, aber bald...viele Grüsse den gut Investierten..
Hallo, gibt es irgendwelche Neuigkeiten?
Die Aktie wird wieder interessant.....
Am 29. Oktober werden Zahlen veröffentlicht. REC Silicon hat sein altes Werk wieder eröffnet und
Was geht bei dieser Aktie ab??
ob es sich lohnt, da nochmal Ansichtsstücke zu ordern?
Antwort auf Beitrag Nr.: 60.317.383 von R-BgO am 09.04.19 23:04:31Fornebu, Norway 3 July 2019:
Reference is made to the resolution by the annual general meeting of REC Silicon ASA on 9 May 2019, whereby it was i.a. resolved to reduce the share capital through reduction of par value and to issue 25,438,187 new Class A shares to Umoe AS, the Class A shares being convertible to 254,381,870 ordinary shares upon completion of the share capital reduction.
The share capital reduction and the conversion of the Class A Shares are now completed and registered with the Norwegian Register of Business Enterprises. Consequently, the new share capital of the Company is NOK 279,820,065.50 divided on 2,798,200,655 ordinary shares, each with a par value of NOK 0.10. Umoe AS owns 642,221,509 shares in REC Silicon ASA, approx. 23% of the outstanding shares and votes.
Reference is made to the resolution by the annual general meeting of REC Silicon ASA on 9 May 2019, whereby it was i.a. resolved to reduce the share capital through reduction of par value and to issue 25,438,187 new Class A shares to Umoe AS, the Class A shares being convertible to 254,381,870 ordinary shares upon completion of the share capital reduction.
The share capital reduction and the conversion of the Class A Shares are now completed and registered with the Norwegian Register of Business Enterprises. Consequently, the new share capital of the Company is NOK 279,820,065.50 divided on 2,798,200,655 ordinary shares, each with a par value of NOK 0.10. Umoe AS owns 642,221,509 shares in REC Silicon ASA, approx. 23% of the outstanding shares and votes.
Antwort auf Beitrag Nr.: 60.314.497 von R-BgO am 09.04.19 16:49:52Published: 22:51 CEST 09-04-2019 /GlobeNewswire /Source: REC Silicon ASA / : REC /ISIN: NO0010112675
REC Silicon - Private placement successfully completed
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART DIRECTLY OR INDIRECTLY, IN AUSTRALIA, CANADA, JAPAN OR THE UNITED STATES OR ANY OTHER JURISDICTION IN WHICH SUCH RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL.
Fornebu, Norway - April 9, 2019:
Reference is made to the stock exchange release from REC Silicon ASA ("REC" or the "Company") published on April 9, 2019 regarding a contemplated private placement. The Company is pleased to announce that it has raised approximately NOK 170 million in gross proceeds through a private placement (the "Private Placement") of 254,381,870 offer shares (the "Offer Shares"), at a price per share of NOK 0.67 (the "Subscription Price"). The Private Placement took place, and the Subscription Price has been set, through an accelerated bookbuilding process managed by Sparebank 1 Markets as sole manager after close of markets on April 9, 2019. The Private Placement was substantially oversubscribed.
The net proceeds from the Private Placement will be used to strengthen and contain the Company's liquidity situation until access to the Chinese polysilicon market is restored. Specifically, the proceeds will be used for (i) non-recurring restructuring costs of USD 3.7 million to curtail and shut down Moses Lake FBR production, unless access to the Chinese market is restored, (ii) settle the remaining payments to the Yulin JV of USD 3.1 million and USD 5.2 million and (iii) for general corporate purposes.
The Offer Shares will be settled with existing and unencumbered shares in the Company that are already listed on the Oslo Stock Exchange, pursuant to an agreement between SpareBank 1 Markets AS, the Company and Umoe AS. The shares delivered to the subscribers will thus be tradable upon delivery, expected May 10, 2019.
Subject to approval by the Company's AGM, Umoe AS has undertaken to use the full proceeds received from the settlement of the Private Placement to acquire new A-shares in the Company. All of the new A-shares will be converted into ordinary shares as soon as practically possible, expected within eight (8) weeks from the settlement date.
Completion of the Private Placement is subject to approval by the annual general meeting ("AGM") of the Private Placement, the issue of the new A-shares and a share capital reduction.
The board of directors of the Company has resolved to propose that the AGM resolves to authorize the board to carry out a subsequent offering of up to 50,000,000 new shares towards the Company's shareholders as of April 9, 2019 (as documented by the shareholder register in the Norwegian Central Securities Depository (VPS) as of the end of April 11, 2019) who were not allocated shares in the Private Placement or participated in the pre-sounding and who are not resident in a jurisdiction where such offering would be unlawful or, for jurisdictions other than Norway, would require any prospectus, filing, registration or similar action. Such shareholders will be granted non-transferable preferential rights to subscribe for, and, upon subscription, be allocated new shares. The subscription price in such subsequent offering will be the same as the subscription price in the Private Placement.
The waiver of the preferential rights inherent in a private placement is considered necessary in the interest of time and successful completion. Taking into consideration the time, costs and expected terms of alternative methods of the securing the desired funding, as well as the subsequent offering considered, the board has concluded that the conclusion of the Private Placement on acceptable terms at this time is in the common interest of the shareholders of the Company and that the Private Placement complies with the equal treatment obligations under the Norwegian Securities Trading Act and Oslo Børs' Circular no. 2/2014.
The following primary insiders of the Company have been allocated Offer Shares in the Private Placement, each such Offer Share allocated at the Subscription Price:
Umoe AS, was allocated 58,380,639 Offer Shares. After completion of the Private Placement, Umoe AS will own 583,840,870 shares in the Company, corresponding to a shareholding of approximately 23% before the subsequent offering and the issue of new A-shares to Umoe AS, as anticipated above.
REC Silicon - Private placement successfully completed
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART DIRECTLY OR INDIRECTLY, IN AUSTRALIA, CANADA, JAPAN OR THE UNITED STATES OR ANY OTHER JURISDICTION IN WHICH SUCH RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL.
Fornebu, Norway - April 9, 2019:
Reference is made to the stock exchange release from REC Silicon ASA ("REC" or the "Company") published on April 9, 2019 regarding a contemplated private placement. The Company is pleased to announce that it has raised approximately NOK 170 million in gross proceeds through a private placement (the "Private Placement") of 254,381,870 offer shares (the "Offer Shares"), at a price per share of NOK 0.67 (the "Subscription Price"). The Private Placement took place, and the Subscription Price has been set, through an accelerated bookbuilding process managed by Sparebank 1 Markets as sole manager after close of markets on April 9, 2019. The Private Placement was substantially oversubscribed.
The net proceeds from the Private Placement will be used to strengthen and contain the Company's liquidity situation until access to the Chinese polysilicon market is restored. Specifically, the proceeds will be used for (i) non-recurring restructuring costs of USD 3.7 million to curtail and shut down Moses Lake FBR production, unless access to the Chinese market is restored, (ii) settle the remaining payments to the Yulin JV of USD 3.1 million and USD 5.2 million and (iii) for general corporate purposes.
The Offer Shares will be settled with existing and unencumbered shares in the Company that are already listed on the Oslo Stock Exchange, pursuant to an agreement between SpareBank 1 Markets AS, the Company and Umoe AS. The shares delivered to the subscribers will thus be tradable upon delivery, expected May 10, 2019.
Subject to approval by the Company's AGM, Umoe AS has undertaken to use the full proceeds received from the settlement of the Private Placement to acquire new A-shares in the Company. All of the new A-shares will be converted into ordinary shares as soon as practically possible, expected within eight (8) weeks from the settlement date.
Completion of the Private Placement is subject to approval by the annual general meeting ("AGM") of the Private Placement, the issue of the new A-shares and a share capital reduction.
The board of directors of the Company has resolved to propose that the AGM resolves to authorize the board to carry out a subsequent offering of up to 50,000,000 new shares towards the Company's shareholders as of April 9, 2019 (as documented by the shareholder register in the Norwegian Central Securities Depository (VPS) as of the end of April 11, 2019) who were not allocated shares in the Private Placement or participated in the pre-sounding and who are not resident in a jurisdiction where such offering would be unlawful or, for jurisdictions other than Norway, would require any prospectus, filing, registration or similar action. Such shareholders will be granted non-transferable preferential rights to subscribe for, and, upon subscription, be allocated new shares. The subscription price in such subsequent offering will be the same as the subscription price in the Private Placement.
The waiver of the preferential rights inherent in a private placement is considered necessary in the interest of time and successful completion. Taking into consideration the time, costs and expected terms of alternative methods of the securing the desired funding, as well as the subsequent offering considered, the board has concluded that the conclusion of the Private Placement on acceptable terms at this time is in the common interest of the shareholders of the Company and that the Private Placement complies with the equal treatment obligations under the Norwegian Securities Trading Act and Oslo Børs' Circular no. 2/2014.
The following primary insiders of the Company have been allocated Offer Shares in the Private Placement, each such Offer Share allocated at the Subscription Price:
Umoe AS, was allocated 58,380,639 Offer Shares. After completion of the Private Placement, Umoe AS will own 583,840,870 shares in the Company, corresponding to a shareholding of approximately 23% before the subsequent offering and the issue of new A-shares to Umoe AS, as anticipated above.
Antwort auf Beitrag Nr.: 59.850.646 von R-BgO am 12.02.19 11:29:06Published: 16:30 CEST 09-04-2019 /GlobeNewswire /Source: REC Silicon ASA / : REC /ISIN: NO0010112675
REC Silicon - Contemplated private placement
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART DIRECTLY OR INDIRECTLY, IN AUSTRALIA, CANADA, JAPAN OR THE UNITED STATES OR ANY OTHER JURISDICTION IN WHICH SUCH RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL.
Fornebu, Norway - April 9, 2019:
REC Silicon ASA (the "Company" or "REC") has retained SpareBank 1 Markets AS (the "Manager") to advise on and effect an undocumented private placement of new shares directed towards Norwegian and international investors after the close of Oslo Stock Exchange today (the "Private Placement").
In the Private Placement, the Company is offering up to 254,381,870 new shares, representing approximately 9.9% of the outstanding capital of the Company. The price in the Private Placement will be determined through an accelerated bookbuilding process. The minimum application and allocation amount has been set to the NOK equivalent of EUR 100,000. The Company may however, at its sole discretion, allocate an amount below EUR 100,000 to the extent applicable exemptions from the prospectus requirement pursuant to the Norwegian Securities Trading Act and ancillary regulations are available.
The bookbuilding period for the Private Placement opens today at 16:30 CET and closes on April 10, 2019 at 08:00 CET. The Manager and the Company may, however, at any time resolve to close or extend the bookbuilding period at their sole discretion and on short notice. The allocation of new shares in the Private Placement will be determined at the discretion of the Company's board of directors (the "Board") in consultation with the Manager, on or about April 10, 2019, subject to any shortening or extension of the application period.
The net proceeds from the Private Placement will be used to strengthen and contain the Company's liquidity situation until access to the Chinese polysilicon market is restored. Specifically, the proceeds will be used for (i) non-recurring restructuring costs of USD 3.7 million to curtail and shut down Moses Lake FBR production, unless China market is restored, (ii) settle the remaining payments to the Yulin JV of USD 3.1 million and USD 5.2 million and (iii) for general corporate purposes.
The Company has received significant indications from both existing shareholders and new investors to apply for Offer Shares in the Private Placement. Further, Umoe AS has pre-committed to subscribe for approximately NOK 40 million in the Private Placement, corresponding to Umoe AS' pro-rata share.
The Offer Shares will be settled with existing and unencumbered shares in the Company that are already listed on the Oslo Stock Exchange, pursuant to an agreement (the "Agreement") between SpareBank 1 Markets AS, the Company and Umoe AS. The shares delivered to the subscribers will thus be tradable upon delivery, expected May 10, 2019.
Subject to approval by the Company's AGM, Umoe AS has undertaken to use the full proceeds received from the settlement of the Private Placement to acquire new A-shares in the Company. All of the new A-shares will be converted into ordinary shares as soon as practically possible, expected within eight (8) weeks from the settlement date. Until such conversion takes place, the new A-shares will rank pari passu with the other shares in the Company.
Completion of the Private Placement is subject to (i) approval by the Company's Board, (ii) approval by the annual general meeting ("AGM") of the Private Placement, the issue of the new A-shares and a share capital reduction, and (iii) the Company resolving to consummate the Private Placement and allocate the Offer Shares.
Subject to successful completion of the Private Placement, the Board may consider to carry out a subsequent offering of new shares in the Company directed towards shareholders in the Company as of April 9, 2019 (as registered in the VPS on April 11, 2019) who were not allocated Offer Shares in the Private Placement or participated in the pre-sounding and who are not resident in a jurisdiction where such offering would be unlawful or, for jurisdictions other than Norway, would require any prospectus, filing, registration or similar action. Such shareholders will be granted non-transferable preferential rights to subscribe for, and, upon subscription, be allocated new shares. The subscription price in such subsequent offering will be the same as the subscription price in the Private Placement.
Additional information regarded the transaction is included in the attached company presentation. Preliminary first quarter highlights are included in the presentation.
REC Silicon - Contemplated private placement
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART DIRECTLY OR INDIRECTLY, IN AUSTRALIA, CANADA, JAPAN OR THE UNITED STATES OR ANY OTHER JURISDICTION IN WHICH SUCH RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL.
Fornebu, Norway - April 9, 2019:
REC Silicon ASA (the "Company" or "REC") has retained SpareBank 1 Markets AS (the "Manager") to advise on and effect an undocumented private placement of new shares directed towards Norwegian and international investors after the close of Oslo Stock Exchange today (the "Private Placement").
In the Private Placement, the Company is offering up to 254,381,870 new shares, representing approximately 9.9% of the outstanding capital of the Company. The price in the Private Placement will be determined through an accelerated bookbuilding process. The minimum application and allocation amount has been set to the NOK equivalent of EUR 100,000. The Company may however, at its sole discretion, allocate an amount below EUR 100,000 to the extent applicable exemptions from the prospectus requirement pursuant to the Norwegian Securities Trading Act and ancillary regulations are available.
The bookbuilding period for the Private Placement opens today at 16:30 CET and closes on April 10, 2019 at 08:00 CET. The Manager and the Company may, however, at any time resolve to close or extend the bookbuilding period at their sole discretion and on short notice. The allocation of new shares in the Private Placement will be determined at the discretion of the Company's board of directors (the "Board") in consultation with the Manager, on or about April 10, 2019, subject to any shortening or extension of the application period.
The net proceeds from the Private Placement will be used to strengthen and contain the Company's liquidity situation until access to the Chinese polysilicon market is restored. Specifically, the proceeds will be used for (i) non-recurring restructuring costs of USD 3.7 million to curtail and shut down Moses Lake FBR production, unless China market is restored, (ii) settle the remaining payments to the Yulin JV of USD 3.1 million and USD 5.2 million and (iii) for general corporate purposes.
The Company has received significant indications from both existing shareholders and new investors to apply for Offer Shares in the Private Placement. Further, Umoe AS has pre-committed to subscribe for approximately NOK 40 million in the Private Placement, corresponding to Umoe AS' pro-rata share.
The Offer Shares will be settled with existing and unencumbered shares in the Company that are already listed on the Oslo Stock Exchange, pursuant to an agreement (the "Agreement") between SpareBank 1 Markets AS, the Company and Umoe AS. The shares delivered to the subscribers will thus be tradable upon delivery, expected May 10, 2019.
Subject to approval by the Company's AGM, Umoe AS has undertaken to use the full proceeds received from the settlement of the Private Placement to acquire new A-shares in the Company. All of the new A-shares will be converted into ordinary shares as soon as practically possible, expected within eight (8) weeks from the settlement date. Until such conversion takes place, the new A-shares will rank pari passu with the other shares in the Company.
Completion of the Private Placement is subject to (i) approval by the Company's Board, (ii) approval by the annual general meeting ("AGM") of the Private Placement, the issue of the new A-shares and a share capital reduction, and (iii) the Company resolving to consummate the Private Placement and allocate the Offer Shares.
Subject to successful completion of the Private Placement, the Board may consider to carry out a subsequent offering of new shares in the Company directed towards shareholders in the Company as of April 9, 2019 (as registered in the VPS on April 11, 2019) who were not allocated Offer Shares in the Private Placement or participated in the pre-sounding and who are not resident in a jurisdiction where such offering would be unlawful or, for jurisdictions other than Norway, would require any prospectus, filing, registration or similar action. Such shareholders will be granted non-transferable preferential rights to subscribe for, and, upon subscription, be allocated new shares. The subscription price in such subsequent offering will be the same as the subscription price in the Private Placement.
Additional information regarded the transaction is included in the attached company presentation. Preliminary first quarter highlights are included in the presentation.
heute Jahreszahlen;
so langsam ist die Bilanz schlank...
so langsam ist die Bilanz schlank...
Antwort auf Beitrag Nr.: 58.249.767 von R-BgO am 19.07.18 08:27:30
REC Silicon selling polysilicon below production cash cost as sales plummet almost 70%
By Mark Osborne Oct 24, 2018 12:30 PM BST 0
Polysilicon producer REC Silicon has been forced to sell solar grade (FBR) polysilicon below cash cost, due to weak demand and ASP declines, driven by demand curtailment in China and continued polysilicon capacity expansions.
REC Silicon reported third quarter 2018 revenue of US$43.7 million, down from US$58.9 million in the previous quarter.
The company reported a negative EBITDA of US$6.1 million compared to a negative EBITDA of US$9.6 million in the previous quarter.
Polysilicon sales volume for the quarter was 1,113 MT, a 46.4% decrease from the previous quarter, while inventory increased by 503MT.
Solar grade FBR polysilicon revenue in the third quarter was only US$6.2 million, a 69.8% decrease from the previous quarter, due to sales volume declining 62.2%, quarter-on-quarter to only 658MT and average ASPs declining 20.5%.
The company made an EBITDA loss of US$9.9 million on FBR sales, due to selling below production cash costs of US$15.1/kg.
In a recent investor note, ROTH Capital financial analyst, Philip Shen noted that he expected polysilicon production to increase around 32% in 2019 to 520,000 MT, while global demand was expected to increase by only 5-10% , indicating that the industry may be oversupplied by as muchas 120,000 MT.
“If poly pricing remains low, it will be critical to follow how many polysilicon companies shut down as the new capacity coming online is generally lower cost and higher quality,” noted Shen in the investor report. “Additionally, with the aggressive ramp-up of China polysilicon capacity, China may soon be able to serve all of its polysilicon demand domestically.”
schlimmer geht immer...
schon heftig:REC Silicon selling polysilicon below production cash cost as sales plummet almost 70%
By Mark Osborne Oct 24, 2018 12:30 PM BST 0
Polysilicon producer REC Silicon has been forced to sell solar grade (FBR) polysilicon below cash cost, due to weak demand and ASP declines, driven by demand curtailment in China and continued polysilicon capacity expansions.
REC Silicon reported third quarter 2018 revenue of US$43.7 million, down from US$58.9 million in the previous quarter.
The company reported a negative EBITDA of US$6.1 million compared to a negative EBITDA of US$9.6 million in the previous quarter.
Polysilicon sales volume for the quarter was 1,113 MT, a 46.4% decrease from the previous quarter, while inventory increased by 503MT.
Solar grade FBR polysilicon revenue in the third quarter was only US$6.2 million, a 69.8% decrease from the previous quarter, due to sales volume declining 62.2%, quarter-on-quarter to only 658MT and average ASPs declining 20.5%.
The company made an EBITDA loss of US$9.9 million on FBR sales, due to selling below production cash costs of US$15.1/kg.
In a recent investor note, ROTH Capital financial analyst, Philip Shen noted that he expected polysilicon production to increase around 32% in 2019 to 520,000 MT, while global demand was expected to increase by only 5-10% , indicating that the industry may be oversupplied by as muchas 120,000 MT.
“If poly pricing remains low, it will be critical to follow how many polysilicon companies shut down as the new capacity coming online is generally lower cost and higher quality,” noted Shen in the investor report. “Additionally, with the aggressive ramp-up of China polysilicon capacity, China may soon be able to serve all of its polysilicon demand domestically.”
heftige Abschreibung auf equipment in den heutigen Q2-Zahlen
Published: 07:00 CET 01-02-2018 /GlobeNewswire /Source: REC Silicon ASA / : REC /ISIN: NO0010112675
REC Silicon ASA - Yulin JV Financing Update
Fornebu, Norway - February 1st, 2018:
REC Silicon Pte. Ltd (REC Silicon) and Shaanxi Non-Ferrous Tian Hong New Energy Co. Ltd. (SNF) have entered into an agreement concerning the outstanding capital contribution from REC Silicon to the Yulin JV, in connection with the 20,000 MT polysilicon plant developed by REC Silicon and SNF in the city of Yulin, Shaanxi province, People's Republic of China.
The Framework Agreement provides that SNF will make REC Silicon's outstanding capital contribution of $169,020,000 to the Yulin JV and the shareholding percentage of the two shareholders in the Yulin JV will be subsequently adjusted to SNF holding 84.94% and REC Silicon holding 15.06%. Pursuant to the Framework Agreement, REC Silicon will make the following payments: (i) an interest payment of $652,500 to the Yulin JV within 30 days of the signing of the Framework Agreement; and (ii) a total late payment penalty of $10,394,730 to SNF in three installments over a two-year period. The late payment penalty will be paid by REC Silicon as follows: (i) the first installment of $2,078,946 will be due 30 days after the signing of the Framework Agreement; (ii) the second installment of $3,118,419 will be due within 30 days of the first anniversary of the Framework Agreement; and (iii) the final installment of $5,197,365 will be due within 30 days of the second anniversary of the Framework Agreement.
Within 6 months after the expiration of a three-year period after SNF makes REC Silicon's outstanding capital contribution (Repurchase Period), REC Silicon will have the option to either buy back the 33.94% equity interest from SNF pursuant to a valuation and public bidding process as required by PRC state-owned asset disposal regulations, or continue to maintain solely a 15.06% equity interest in the Yulin JV. Prior to the expiration of the Repurchase Period, REC may appoint an appraiser acceptable to both parties to appraise the value of the 33.94% equity interest in the Yulin JV (the Pre-valuation). If the Pre-valuation is higher than the valuation REC expects, or if the valuation determined by the state-owned asset disposal regulation is higher than the Pre-valuation, REC has the right to choose not to buy back the 33.94% equity interest, but instead may choose to sell its remaining 15.06% equity interest in the Yulin JV.
The corporate governance of the Yulin JV will be adjusted according to the new equity interest structure. The Board of Directors of the Yulin JV will be adjusted to five directors, of which four will be appointed by SNF and one will be appointed by REC. With respect to management, REC will nominate the Chief Technology Officer while the remaining executive management of the Yulin JV will be nominated by SNF. Upon a buy-back by REC of the 33.94% equity interest, the corporate governance structure will be restored to the terms of the original Yulin JV contract.
REC Silicon ASA's President & CEO Tore Torvund commented: "This agreement between REC Silicon and SNF allows the two companies to continue a very good cooperative relationship developed over the last four years in establishing a world class FBR polysilicon plant in Yulin, and at the same time, preserves REC Silicon's opportunity to hold a 49% equity interest in the Yulin JV in the future".
REC Silicon ASA - Yulin JV Financing Update
Fornebu, Norway - February 1st, 2018:
REC Silicon Pte. Ltd (REC Silicon) and Shaanxi Non-Ferrous Tian Hong New Energy Co. Ltd. (SNF) have entered into an agreement concerning the outstanding capital contribution from REC Silicon to the Yulin JV, in connection with the 20,000 MT polysilicon plant developed by REC Silicon and SNF in the city of Yulin, Shaanxi province, People's Republic of China.
The Framework Agreement provides that SNF will make REC Silicon's outstanding capital contribution of $169,020,000 to the Yulin JV and the shareholding percentage of the two shareholders in the Yulin JV will be subsequently adjusted to SNF holding 84.94% and REC Silicon holding 15.06%. Pursuant to the Framework Agreement, REC Silicon will make the following payments: (i) an interest payment of $652,500 to the Yulin JV within 30 days of the signing of the Framework Agreement; and (ii) a total late payment penalty of $10,394,730 to SNF in three installments over a two-year period. The late payment penalty will be paid by REC Silicon as follows: (i) the first installment of $2,078,946 will be due 30 days after the signing of the Framework Agreement; (ii) the second installment of $3,118,419 will be due within 30 days of the first anniversary of the Framework Agreement; and (iii) the final installment of $5,197,365 will be due within 30 days of the second anniversary of the Framework Agreement.
Within 6 months after the expiration of a three-year period after SNF makes REC Silicon's outstanding capital contribution (Repurchase Period), REC Silicon will have the option to either buy back the 33.94% equity interest from SNF pursuant to a valuation and public bidding process as required by PRC state-owned asset disposal regulations, or continue to maintain solely a 15.06% equity interest in the Yulin JV. Prior to the expiration of the Repurchase Period, REC may appoint an appraiser acceptable to both parties to appraise the value of the 33.94% equity interest in the Yulin JV (the Pre-valuation). If the Pre-valuation is higher than the valuation REC expects, or if the valuation determined by the state-owned asset disposal regulation is higher than the Pre-valuation, REC has the right to choose not to buy back the 33.94% equity interest, but instead may choose to sell its remaining 15.06% equity interest in the Yulin JV.
The corporate governance of the Yulin JV will be adjusted according to the new equity interest structure. The Board of Directors of the Yulin JV will be adjusted to five directors, of which four will be appointed by SNF and one will be appointed by REC. With respect to management, REC will nominate the Chief Technology Officer while the remaining executive management of the Yulin JV will be nominated by SNF. Upon a buy-back by REC of the 33.94% equity interest, the corporate governance structure will be restored to the terms of the original Yulin JV contract.
REC Silicon ASA's President & CEO Tore Torvund commented: "This agreement between REC Silicon and SNF allows the two companies to continue a very good cooperative relationship developed over the last four years in establishing a world class FBR polysilicon plant in Yulin, and at the same time, preserves REC Silicon's opportunity to hold a 49% equity interest in the Yulin JV in the future".
REC Silicon ASA - Butte Efficiency Improvements and Cost Cutting Initiatives
Fornebu, Norway - September 20, 2017:
REC Silicon ASA (REC Silicon) announced today that several efficiency improvement and cost cutting initiatives have been implemented at its Butte, Montana production facility. Further, due to restrictions on solar grade polysilicon from the ongoing solar trade dispute between the US and China, solar grade polysilicon production in Butte has been curtailed.
Going forward, the company will better align the polysilicon production in Butte with semiconductor market demand by shifting the polysilicon production mix. Because of this change in polysilicon production, there will be less production and processing needs in Butte. Accordingly, a reduction in headcount of approximately 30 employees has been undertaken.
Tore Torvund, REC Silicon's CEO commented, "Becoming leaner will allow Butte to better compete in the semiconductor market, particularly at the current time, where excessive polysilicon inventories have not yet cleared. We expect that once those inventories do clear, semiconductor polysilicon demand will increase and Butte will be well-positioned in the future."
Fornebu, Norway - September 20, 2017:
REC Silicon ASA (REC Silicon) announced today that several efficiency improvement and cost cutting initiatives have been implemented at its Butte, Montana production facility. Further, due to restrictions on solar grade polysilicon from the ongoing solar trade dispute between the US and China, solar grade polysilicon production in Butte has been curtailed.
Going forward, the company will better align the polysilicon production in Butte with semiconductor market demand by shifting the polysilicon production mix. Because of this change in polysilicon production, there will be less production and processing needs in Butte. Accordingly, a reduction in headcount of approximately 30 employees has been undertaken.
Tore Torvund, REC Silicon's CEO commented, "Becoming leaner will allow Butte to better compete in the semiconductor market, particularly at the current time, where excessive polysilicon inventories have not yet cleared. We expect that once those inventories do clear, semiconductor polysilicon demand will increase and Butte will be well-positioned in the future."
Antwort auf Beitrag Nr.: 53.334.060 von R-BgO am 23.09.16 10:40:07
On the technology front, Bernreuter has become more hawkish on the ability of fluidized bed reactor (FBR) technology to become a mainstream product that has been hailed as a low-cost alternative to the Siemens process and its various modified versions deployed today.
“Obviously, the technical challenges of keeping silicon dust formation low have been underestimated,” added Bernreuter. According to the latest report, Bernreuter projects that the market share of FBR polysilicon would fall below 3% in 2016 and remain in the single-digit range over the next few years.
Hhhhmmm...:
http://www.pv-tech.org/news/perpetual-polysilicon-overcapaci…On the technology front, Bernreuter has become more hawkish on the ability of fluidized bed reactor (FBR) technology to become a mainstream product that has been hailed as a low-cost alternative to the Siemens process and its various modified versions deployed today.
“Obviously, the technical challenges of keeping silicon dust formation low have been underestimated,” added Bernreuter. According to the latest report, Bernreuter projects that the market share of FBR polysilicon would fall below 3% in 2016 and remain in the single-digit range over the next few years.
Antwort auf Beitrag Nr.: 53.382.066 von ArneKarl am 30.09.16 11:09:54Oh yes, definitely!
Will Elon Musk buy Rec Silicon?
Hi there,Will Elon Musk buy Rec Silicon?
Best Regards
Published: 06:55 CEST 23-09-2016 /GlobeNewswire /Source: REC Silicon ASA / : REC /ISIN: NO0010112675
REC Silicon ASA Trading Update
Fornebu, Norway - September 23, 2016: REC Silicon ASA (REC Silicon) reports that due to ongoing negative effects from the trade war between the US and China and the recent decline in PV market conditions, lower sales than previously anticipated have occurred in the third quarter. As a result, third quarter polysilicon sales volumes (excluding fines and powders) are now expected to be approximately 1,800 MT.
There continue to be ongoing negotiations between the US and China towards a resolution of the trade war. But, as it is a political process, timing and outcome of such a resolution remain uncertain.
Third quarter revenues are currently expected to be USD 45-50 million, compared to USD 71.1 million in the previous quarter. The decrease in revenue can be mainly attributed to lower FBR sales volumes.
REC Silicon's cash balance as of September 22, 2016 is USD 81 million.
Third quarter total polysilicon production volumes (excluding fines and powders) are forecasted to be roughly 3,900 MT, compared to guidance of 4,490 MT. FBR production is forecasted at 3,300 MT, compared to guidance of 3,830 MT. FBR cash cost is expected to be in line with guidance of USD 12.0/kg.
Semiconductor production and silicon gas sales volumes are expected to be in line with guidance of 250 MT and 800 MT respectively.
The company is taking measures to maintain a healthy cash position and manage inventory levels. The company will adjust production capacity utilization according to market demand and currently anticipates running at approximately 50% of full capacity at Moses Lake by October 1, 2016. Production is expected to run at reduced rates until market conditions improve. The company will continue to limit capital expenditures to critical maintenance.
Semiconductor polysilicon and silicon gas production in Butte will be unaffected, as those product lines are not affected by the solar trade war or the recent negative PV market developments.
Construction and spending on the Yulin joint venture plant remains on track for start-up in the second half of next year. With regard to the company's joint venture payment obligations, the relevant agreements permit deferral of the $15 million second capital contribution until at least July 2017, and negotiations are underway with the joint venture partner to defer the company's second and third capital contributions, totaling $169 million, beyond 2018. Without a resolution to the trade war and if REC is unable to make its contributions, the agreements also permit the company to forego making its remaining contributions, in which case, its equity position in the joint venture would be diluted accordingly.
Third quarter results as well as fourth quarter guidance will be given on November 2, 2016.
REC Silicon ASA Trading Update
Fornebu, Norway - September 23, 2016: REC Silicon ASA (REC Silicon) reports that due to ongoing negative effects from the trade war between the US and China and the recent decline in PV market conditions, lower sales than previously anticipated have occurred in the third quarter. As a result, third quarter polysilicon sales volumes (excluding fines and powders) are now expected to be approximately 1,800 MT.
There continue to be ongoing negotiations between the US and China towards a resolution of the trade war. But, as it is a political process, timing and outcome of such a resolution remain uncertain.
Third quarter revenues are currently expected to be USD 45-50 million, compared to USD 71.1 million in the previous quarter. The decrease in revenue can be mainly attributed to lower FBR sales volumes.
REC Silicon's cash balance as of September 22, 2016 is USD 81 million.
Third quarter total polysilicon production volumes (excluding fines and powders) are forecasted to be roughly 3,900 MT, compared to guidance of 4,490 MT. FBR production is forecasted at 3,300 MT, compared to guidance of 3,830 MT. FBR cash cost is expected to be in line with guidance of USD 12.0/kg.
Semiconductor production and silicon gas sales volumes are expected to be in line with guidance of 250 MT and 800 MT respectively.
The company is taking measures to maintain a healthy cash position and manage inventory levels. The company will adjust production capacity utilization according to market demand and currently anticipates running at approximately 50% of full capacity at Moses Lake by October 1, 2016. Production is expected to run at reduced rates until market conditions improve. The company will continue to limit capital expenditures to critical maintenance.
Semiconductor polysilicon and silicon gas production in Butte will be unaffected, as those product lines are not affected by the solar trade war or the recent negative PV market developments.
Construction and spending on the Yulin joint venture plant remains on track for start-up in the second half of next year. With regard to the company's joint venture payment obligations, the relevant agreements permit deferral of the $15 million second capital contribution until at least July 2017, and negotiations are underway with the joint venture partner to defer the company's second and third capital contributions, totaling $169 million, beyond 2018. Without a resolution to the trade war and if REC is unable to make its contributions, the agreements also permit the company to forego making its remaining contributions, in which case, its equity position in the joint venture would be diluted accordingly.
Third quarter results as well as fourth quarter guidance will be given on November 2, 2016.
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