SOLARWORLD ++ vorab Q-Zahlen 5/11 + gab es einen Aktienrückkauf im 3-Q ? ++ (Seite 5541)
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Here comes the sun, or so a company hopes 
As many businesses downsize, a solar panel maker is optimistic after a recent US stimulus package included grants for businesses and utilities that install solar energy systems
By Kate Galbraith
NY TIMES NEWS SERVICE, HILLSBORO, OREGON
Sunday, May 03, 2009, Page 12
Employees work at a SolarWorld AG factory in Hillsboro, Oregon, last month. SolarWorld, a German company, is betting big on its solar cell operations in the US. Buoyed by the potential promise of a green economy, the US branch of SolarWorld is ramping up production of solar cells while in the teeth of the financial crisis. Analysts say that new federal incentives to encourage renewable energy in the US will give the industry a boost.
PHOTO: NY TIMES NEWS SERVICE
Behind a giant solar factory, backhoes are digging away, preparing for a new wing that will quintuple production. Inside, an outspoken German executive named Boris Klebensberger is fretting about the color of the new carpet. Samples are perched on his window sill alongside floor plans.
Expanding a factory? Picking out carpeting?
Did anyone tell him there’s a recession?
Buoyed by the potential promise of a green economy, Klebensberger, who heads the US branch of SolarWorld AG, a company based in Bonn, Germany, is ramping up production of solar cells in a retrofitted factory that had its grand opening last October — in the teeth of the financial crisis.
“Was I worried about our position? No!” says Klebensberger, dismissing any hint that he was nervous at the opening.
And he remains just as bullish today. SolarWorld’s plant in Hillsboro, Oregon, which makes enough cells to fit 1,700 solar panels a day, is the biggest of its kind in the US.
For the residents of Hillsboro, and for the Oregon economy, SolarWorld’s presence is a welcome boon. Its employees enjoy being in start-up mode, while others like the cachet of working for a renewable-energy company.
“Green is the way to go,” says Michelle Zillig, who worked at Intel for 18 years before joining SolarWorld as a technician. “People can only have so many computers.”
At first glance, the timing of SolarWorld’s decision to invest US$500 million in the new site during a recession, in a state with an unemployment rate second only to Michigan’s, couldn’t have been worse. Prices for the company’s solar panels have slid about 15 percent since the factory opened, a result of growing competition and slowing demand, especially in Europe. Two manufacturers, GE Energy’s solar branch and BP Solar, have cut production in East Coast plants.
INCENTIVES
But new federal incentives to encourage renewable energy in the US will give the industry a boost, analysts say.
The recent stimulus package included grants for businesses and utilities that install solar energy systems, and the bank bailout package last year removed the dollar cap on a 30 percent tax credit for home installations. Makers of renewable energy equipment also received help in the stimulus package.
“I think the writing on the wall is the US is going to be the big market,” says Jesse Pichel, a solar analyst at Piper Jaffray.
The message for solar companies, Pichel says, is: “Get your butt over to the US if you want to participate and get some of that stimulus package money.”
The US lost its status as the world’s leading solar manufacturer in the 1990s as interest surged elsewhere. Now it makes little more than 5 percent of solar panels worldwide.
ROOM TO GROW
Even with federal support and positive buzz, only a fraction of 1 percent of the electricity in the US comes from solar panels, leaving ample room for the market to grow.
Germany, SolarWorld’s home, is at the same latitude as southern Alaska, often has cloudy skies and is a much smaller country than the US. Yet the number of installed solar panels in Germany is more than three times the amount in the US. Spain and Japan are also ahead.
“Germany is not a natural for solar, but they’ve had vision, and policy followed the vision, and industry growth followed the policy,” says Raju Yenamandra, the vice president for sales at SolarWorld in California.
For manufacturers, the low penetration rate of solar in the US spells opportunity. Companies lucky enough to still have financing are building or expanding operations in a range of states, including Oregon, Ohio and New Mexico.
As the German flag fluttering outside the SolarWorld factory in Oregon attests, foreign companies are largely driving the new US manufacturing push.
Klebensberger and his rivals are especially eager for solar to take off in the desert Southwest, where the sun beats down through often-cloudless skies. California has made a strong solar push, with the amount of solar power installed roughly doubling in 2008 from the previous year.
Recently, new installations of the type of rooftop-ready panels that SolarWorld makes have been growing strongly, with 70 percent more installed in the US last year than in 2007. In Europe, new installations roughly tripled last year, said Emerging Energy Research, an independent research firm. However, the European number is expected to fall sharply this year in the wake of a decision by the Spanish government to cut its solar subsidy.
For its part, SolarWorld made its bet on manufacturing in the US long before the stimulus package arrived. In 2006, it bought the solar division of the Shell Group, which operated factories in California and Washington. Klebensberger revamped the California factory, throttled back the existing facility in Washington and began scouting other sites in those states, as well as Alabama, Georgia and New Mexico.
“I don’t know how many brochures we got from states that offered us incentives and upfront money,” Klebensberger says.
The company ultimately settled on a semiconductor factory in Hillsboro that was built in the 1990s and swiftly abandoned after a downturn in the chip industry. Semiconductors are made from the same crystal material as solar panels, and having water and exhaust systems in place helped SolarWorld ramp up faster.
State incentives also helped: Oregon, which has been heavily recruiting wind and solar companies, provided SolarWorld with US$40 million in business tax credits.
POOL OF WORKERS
SolarWorld also gained access to a big pool of potential employees because it is situated in the heart of the Oregon “Silicon Forest,” surrounded by semiconductor plants and a short drive from a much larger Intel factory. SolarWorld’s team has swelled to more than 500, some of them temporary, which gets the company about halfway to its goal of 1,000 permanent workers by 2011. The company holds new-employee orientations each Monday.
Inside the plant, the factory floor combines the mild chaos and urgency of a start-up with the scale of a public company. In one room, orderly rows of cylindrical furnaces stand like so many trees and grow crystals weighing more than 100kg. The crystals are made from polysilicon, a derivative of sand, and form the core ingredient of the solar panels.
In other rooms, the cooked and cooled crystal ingots — looking like spent artillery shells — are sliced by machines into what are called wafers. Then they are made chemically suitable for generating electricity and are overlaid with electric wires, and a slim, dark cell emerges. (The cells, which resemble drink coasters, are sent to SolarWorld’s California plant to be strung together into the finished product that goes onto roofs.)
RAMPING UP
Many of the processes are still being automated, and the plant is also testing and expanding new systems in mid-production.
“I’ve got this radio here in case things go south,” says Willie Owens, an equipment engineer in goggles and jeans. He was testing new furnaces and water-cooling equipment.
If there were a big problem, he explains, he would have to hit a button within one minute to activate emergency systems.
The job, he says with relish, provides “an adrenaline rush sometimes.”
Like a number of other SolarWorld employees at all levels, Owens is a transplant from the semiconductor industry, whose big West Coast factories have suffered badly in the latest downturn. Hynix, for example, closed a plant in Eugene, Oregon, last year, resulting in the loss of about 1,100 jobs.
Even as SolarWorld charges ahead, adding new equipment and breaking ground for its factory expansion, there are daily reminders of the challenges ahead. The company’s share price has declined more than 30 percent in two years, to 21.05 euros (US$27.80), largely because of slowing demand and a growing number of manufacturers.
Asia has also become a manufacturing hub for solar power, and many panels from China have entered the market, although the recession has forced some companies to cut back. Suntech Power, a leading Chinese manufacturer, is now using just 55 percent of its factories’ capacity, though it, too, is looking for factory space in the US for the long term.
Like the rest of the industry, SolarWorld is also trying to adjust to the decline in panel prices, which are likely to keep falling into the summer, given the oversupply and the continuing credit crisis.
Klebensberger tries to put a positive spin on this, noting that the first quarter is always relatively weak because Europeans avoid installing panels during the winter.
For all of last year, the company’s sales grew at a heady 31 percent. But the pace of growth in the fourth quarter slowed considerably.
Industry-wide installations in the first quarter in California, the largest market in the US, remain robust. Installers there are wary, however. They say demand dried up in the last six months because companies lack financing and homeowners are more worried about their mortgages than sinking US$25,000 or more into making electricity on their roof.
Analysts say the first-quarter figures in California may have had a boost from projects that were already in the pipeline and that future numbers may be less robust. A year ago, installers say, they were calling manufacturers to ask for panels; now the situation is reversed, with manufacturers making sales calls.
COMPETITION
In the meantime, the competition among manufacturers is likely to intensify. Even as some of the weaker solar companies resort to layoffs, a number of big names including Schott, First Solar, SunPower and Sharp are building, expanding or looking to build manufacturing plants in the US. Sanyo, the Japanese electronics company, is building a solar wafer factory in Salem — Oregon’s capital — that is to begin production this fall.
Klebensberger relishes the competition and the boost it could give the US economy.
Solar energy can provide jobs and energy security, he says, “so it’s a way out of the crisis.”
http://www.taipeitimes.com/News/bizfocus/archives/2009/05/03…
As many businesses downsize, a solar panel maker is optimistic after a recent US stimulus package included grants for businesses and utilities that install solar energy systems
By Kate Galbraith
NY TIMES NEWS SERVICE, HILLSBORO, OREGON
Sunday, May 03, 2009, Page 12
Employees work at a SolarWorld AG factory in Hillsboro, Oregon, last month. SolarWorld, a German company, is betting big on its solar cell operations in the US. Buoyed by the potential promise of a green economy, the US branch of SolarWorld is ramping up production of solar cells while in the teeth of the financial crisis. Analysts say that new federal incentives to encourage renewable energy in the US will give the industry a boost.
PHOTO: NY TIMES NEWS SERVICE
Behind a giant solar factory, backhoes are digging away, preparing for a new wing that will quintuple production. Inside, an outspoken German executive named Boris Klebensberger is fretting about the color of the new carpet. Samples are perched on his window sill alongside floor plans.
Expanding a factory? Picking out carpeting?
Did anyone tell him there’s a recession?
Buoyed by the potential promise of a green economy, Klebensberger, who heads the US branch of SolarWorld AG, a company based in Bonn, Germany, is ramping up production of solar cells in a retrofitted factory that had its grand opening last October — in the teeth of the financial crisis.
“Was I worried about our position? No!” says Klebensberger, dismissing any hint that he was nervous at the opening.
And he remains just as bullish today. SolarWorld’s plant in Hillsboro, Oregon, which makes enough cells to fit 1,700 solar panels a day, is the biggest of its kind in the US.
For the residents of Hillsboro, and for the Oregon economy, SolarWorld’s presence is a welcome boon. Its employees enjoy being in start-up mode, while others like the cachet of working for a renewable-energy company.
“Green is the way to go,” says Michelle Zillig, who worked at Intel for 18 years before joining SolarWorld as a technician. “People can only have so many computers.”
At first glance, the timing of SolarWorld’s decision to invest US$500 million in the new site during a recession, in a state with an unemployment rate second only to Michigan’s, couldn’t have been worse. Prices for the company’s solar panels have slid about 15 percent since the factory opened, a result of growing competition and slowing demand, especially in Europe. Two manufacturers, GE Energy’s solar branch and BP Solar, have cut production in East Coast plants.
INCENTIVES
But new federal incentives to encourage renewable energy in the US will give the industry a boost, analysts say.
The recent stimulus package included grants for businesses and utilities that install solar energy systems, and the bank bailout package last year removed the dollar cap on a 30 percent tax credit for home installations. Makers of renewable energy equipment also received help in the stimulus package.
“I think the writing on the wall is the US is going to be the big market,” says Jesse Pichel, a solar analyst at Piper Jaffray.
The message for solar companies, Pichel says, is: “Get your butt over to the US if you want to participate and get some of that stimulus package money.”
The US lost its status as the world’s leading solar manufacturer in the 1990s as interest surged elsewhere. Now it makes little more than 5 percent of solar panels worldwide.
ROOM TO GROW
Even with federal support and positive buzz, only a fraction of 1 percent of the electricity in the US comes from solar panels, leaving ample room for the market to grow.
Germany, SolarWorld’s home, is at the same latitude as southern Alaska, often has cloudy skies and is a much smaller country than the US. Yet the number of installed solar panels in Germany is more than three times the amount in the US. Spain and Japan are also ahead.
“Germany is not a natural for solar, but they’ve had vision, and policy followed the vision, and industry growth followed the policy,” says Raju Yenamandra, the vice president for sales at SolarWorld in California.
For manufacturers, the low penetration rate of solar in the US spells opportunity. Companies lucky enough to still have financing are building or expanding operations in a range of states, including Oregon, Ohio and New Mexico.
As the German flag fluttering outside the SolarWorld factory in Oregon attests, foreign companies are largely driving the new US manufacturing push.
Klebensberger and his rivals are especially eager for solar to take off in the desert Southwest, where the sun beats down through often-cloudless skies. California has made a strong solar push, with the amount of solar power installed roughly doubling in 2008 from the previous year.
Recently, new installations of the type of rooftop-ready panels that SolarWorld makes have been growing strongly, with 70 percent more installed in the US last year than in 2007. In Europe, new installations roughly tripled last year, said Emerging Energy Research, an independent research firm. However, the European number is expected to fall sharply this year in the wake of a decision by the Spanish government to cut its solar subsidy.
For its part, SolarWorld made its bet on manufacturing in the US long before the stimulus package arrived. In 2006, it bought the solar division of the Shell Group, which operated factories in California and Washington. Klebensberger revamped the California factory, throttled back the existing facility in Washington and began scouting other sites in those states, as well as Alabama, Georgia and New Mexico.
“I don’t know how many brochures we got from states that offered us incentives and upfront money,” Klebensberger says.
The company ultimately settled on a semiconductor factory in Hillsboro that was built in the 1990s and swiftly abandoned after a downturn in the chip industry. Semiconductors are made from the same crystal material as solar panels, and having water and exhaust systems in place helped SolarWorld ramp up faster.
State incentives also helped: Oregon, which has been heavily recruiting wind and solar companies, provided SolarWorld with US$40 million in business tax credits.
POOL OF WORKERS
SolarWorld also gained access to a big pool of potential employees because it is situated in the heart of the Oregon “Silicon Forest,” surrounded by semiconductor plants and a short drive from a much larger Intel factory. SolarWorld’s team has swelled to more than 500, some of them temporary, which gets the company about halfway to its goal of 1,000 permanent workers by 2011. The company holds new-employee orientations each Monday.
Inside the plant, the factory floor combines the mild chaos and urgency of a start-up with the scale of a public company. In one room, orderly rows of cylindrical furnaces stand like so many trees and grow crystals weighing more than 100kg. The crystals are made from polysilicon, a derivative of sand, and form the core ingredient of the solar panels.
In other rooms, the cooked and cooled crystal ingots — looking like spent artillery shells — are sliced by machines into what are called wafers. Then they are made chemically suitable for generating electricity and are overlaid with electric wires, and a slim, dark cell emerges. (The cells, which resemble drink coasters, are sent to SolarWorld’s California plant to be strung together into the finished product that goes onto roofs.)
RAMPING UP
Many of the processes are still being automated, and the plant is also testing and expanding new systems in mid-production.
“I’ve got this radio here in case things go south,” says Willie Owens, an equipment engineer in goggles and jeans. He was testing new furnaces and water-cooling equipment.
If there were a big problem, he explains, he would have to hit a button within one minute to activate emergency systems.
The job, he says with relish, provides “an adrenaline rush sometimes.”
Like a number of other SolarWorld employees at all levels, Owens is a transplant from the semiconductor industry, whose big West Coast factories have suffered badly in the latest downturn. Hynix, for example, closed a plant in Eugene, Oregon, last year, resulting in the loss of about 1,100 jobs.
Even as SolarWorld charges ahead, adding new equipment and breaking ground for its factory expansion, there are daily reminders of the challenges ahead. The company’s share price has declined more than 30 percent in two years, to 21.05 euros (US$27.80), largely because of slowing demand and a growing number of manufacturers.
Asia has also become a manufacturing hub for solar power, and many panels from China have entered the market, although the recession has forced some companies to cut back. Suntech Power, a leading Chinese manufacturer, is now using just 55 percent of its factories’ capacity, though it, too, is looking for factory space in the US for the long term.
Like the rest of the industry, SolarWorld is also trying to adjust to the decline in panel prices, which are likely to keep falling into the summer, given the oversupply and the continuing credit crisis.
Klebensberger tries to put a positive spin on this, noting that the first quarter is always relatively weak because Europeans avoid installing panels during the winter.
For all of last year, the company’s sales grew at a heady 31 percent. But the pace of growth in the fourth quarter slowed considerably.
Industry-wide installations in the first quarter in California, the largest market in the US, remain robust. Installers there are wary, however. They say demand dried up in the last six months because companies lack financing and homeowners are more worried about their mortgages than sinking US$25,000 or more into making electricity on their roof.
Analysts say the first-quarter figures in California may have had a boost from projects that were already in the pipeline and that future numbers may be less robust. A year ago, installers say, they were calling manufacturers to ask for panels; now the situation is reversed, with manufacturers making sales calls.
COMPETITION
In the meantime, the competition among manufacturers is likely to intensify. Even as some of the weaker solar companies resort to layoffs, a number of big names including Schott, First Solar, SunPower and Sharp are building, expanding or looking to build manufacturing plants in the US. Sanyo, the Japanese electronics company, is building a solar wafer factory in Salem — Oregon’s capital — that is to begin production this fall.
Klebensberger relishes the competition and the boost it could give the US economy.
Solar energy can provide jobs and energy security, he says, “so it’s a way out of the crisis.”
http://www.taipeitimes.com/News/bizfocus/archives/2009/05/03…
Antwort auf Beitrag Nr.: 37.086.324 von rneuerbar am 03.05.09 21:17:38Es gab eine Analystenkonsens zu den 1Q Zahlen von SWV mit ca. 177 Mio.€ Umsatz. Leider finde ich den Artikel mit den von WestLB zitierten Aussagen nicht mehr.
Zum Vergleich 1Q 2008 - (1Q 2007 in Klammern)
- Umsatz 167,5 Mio. (131,1)
- Ebit 39,2 Mio. (28,7)
- Gewinn mit Sondereffekten (+/-) 34,8 Mio. (21,4)
+++++
SOLARENERGIE
Conergy – ein Sonnenstar rückt in den Schatten
VON DAVID SCHRAVEN3. Mai 2009, 10:06 Uhr
Conergy war einmal ein Vorzeigeunternehmen der Solarbranche, der größte Konzern für erneuerbare Energien in Europa. Doch zehn Jahre nach der Gründung steht die TecDax-Firma vor einem Scherbenhaufen. Doch jetzt droht dem Unternehmen auch noch ein Familienstreit.
http://www.welt.de/wirtschaft/article3660412/Conergy-ein-Son…
Zum Vergleich 1Q 2008 - (1Q 2007 in Klammern)
- Umsatz 167,5 Mio. (131,1)
- Ebit 39,2 Mio. (28,7)
- Gewinn mit Sondereffekten (+/-) 34,8 Mio. (21,4)
+++++
SOLARENERGIE
Conergy – ein Sonnenstar rückt in den Schatten
VON DAVID SCHRAVEN3. Mai 2009, 10:06 Uhr
Conergy war einmal ein Vorzeigeunternehmen der Solarbranche, der größte Konzern für erneuerbare Energien in Europa. Doch zehn Jahre nach der Gründung steht die TecDax-Firma vor einem Scherbenhaufen. Doch jetzt droht dem Unternehmen auch noch ein Familienstreit.
http://www.welt.de/wirtschaft/article3660412/Conergy-ein-Son…
Mal sehen ob die Vorab-Zahlen tatsächlich morgen kommen.
Wenn ja findet man sie zuerst hier:
http://www.dgap.de
Wenn ja findet man sie zuerst hier:
http://www.dgap.de
SOLAR IN A BOX TM Announced as PV Option for Green-Friendly i-house from Clayton Homes
OMAHA, Neb.--(BUSINESS WIRE)--Ready Solar Inc., the company that created the solar-in-a-box industry, announced today that its SOLAR IN A BOXTM will be the solar PV system option for the new i-house available now from Clayton Homes. The i-house, the housing industry’s first green, affordable manufactured housing, was featured at the Berkshire Hathaway annual shareholder meeting in Omaha, Nebraska on May 2 and exhibited at Omaha’s Qwest Center. Clayton Homes, a Berkshire Hathaway Company, is the nation’s leading home builder.
SOLAR IN A BOXTM from Ready Solar will be pre-installed at the factory for i-house buyers who order the solar option at the time of purchase or can be ordered later as on after market installation. Kevin Clayton, Clayton Homes CEO, stated, “Green and building energy efficiency into every Clayton home has become a passion for us. Providing our home buyer with the option of including solar power seemed natural.”
With Ready Solar’s turnkey, all-AC solar rooftop system, components are pre-engineered and pre-assembled. The same electricians who wire any house can install the system with no special proficiencies required. SOLAR IN A BOX cuts installation time of solar systems by more than half.
According to Bob Giles, CEO of Ready Solar, “Clayton Homes is taking a major step toward the greening of American homes with the i–house. Our role is to provide Clayton Homes and the homebuilding industry with the easiest and most cost-effective way to install solar power systems. As solar adoption increases and homebuilding moves toward economic recovery, Ready Solar will help open the multi-billion solar industry to general contractors, electrical contractors, homebuilders and other trades-people with basic electrical skills. We are delighted to provide the solar option for Clayton Homes.”
About Ready Solar
Ready Solar created the solar-in-a-box industry, changing the way residential solar electric (photovoltaic) systems are installed. The company’s turnkey systems, pre-engineered and pre-assembled with the first All-AC components, are the easiest and most cost-effective way to install rooftop solar for general contractors, electrical contractors, homebuilders and other trades-people with basic electrical proficiency. www.readysolar.com
About Clayton Homes
A Berkshire Hathaway Company, Clayton Homes is a national, vertically integrated housing company. Through its family of brands, Clayton Homes builds, sells, finances, leases, and insures a full spectrum of affordable housing and is the nation's leader in housing. Visit Clayton Homes at www.claytonhomes.com.
http://www.businesswire.com/portal/site/google/?ndmViewId=ne…
OMAHA, Neb.--(BUSINESS WIRE)--Ready Solar Inc., the company that created the solar-in-a-box industry, announced today that its SOLAR IN A BOXTM will be the solar PV system option for the new i-house available now from Clayton Homes. The i-house, the housing industry’s first green, affordable manufactured housing, was featured at the Berkshire Hathaway annual shareholder meeting in Omaha, Nebraska on May 2 and exhibited at Omaha’s Qwest Center. Clayton Homes, a Berkshire Hathaway Company, is the nation’s leading home builder.
SOLAR IN A BOXTM from Ready Solar will be pre-installed at the factory for i-house buyers who order the solar option at the time of purchase or can be ordered later as on after market installation. Kevin Clayton, Clayton Homes CEO, stated, “Green and building energy efficiency into every Clayton home has become a passion for us. Providing our home buyer with the option of including solar power seemed natural.”
With Ready Solar’s turnkey, all-AC solar rooftop system, components are pre-engineered and pre-assembled. The same electricians who wire any house can install the system with no special proficiencies required. SOLAR IN A BOX cuts installation time of solar systems by more than half.
According to Bob Giles, CEO of Ready Solar, “Clayton Homes is taking a major step toward the greening of American homes with the i–house. Our role is to provide Clayton Homes and the homebuilding industry with the easiest and most cost-effective way to install solar power systems. As solar adoption increases and homebuilding moves toward economic recovery, Ready Solar will help open the multi-billion solar industry to general contractors, electrical contractors, homebuilders and other trades-people with basic electrical skills. We are delighted to provide the solar option for Clayton Homes.”
About Ready Solar
Ready Solar created the solar-in-a-box industry, changing the way residential solar electric (photovoltaic) systems are installed. The company’s turnkey systems, pre-engineered and pre-assembled with the first All-AC components, are the easiest and most cost-effective way to install rooftop solar for general contractors, electrical contractors, homebuilders and other trades-people with basic electrical proficiency. www.readysolar.com
About Clayton Homes
A Berkshire Hathaway Company, Clayton Homes is a national, vertically integrated housing company. Through its family of brands, Clayton Homes builds, sells, finances, leases, and insures a full spectrum of affordable housing and is the nation's leader in housing. Visit Clayton Homes at www.claytonhomes.com.
http://www.businesswire.com/portal/site/google/?ndmViewId=ne…
Antwort auf Beitrag Nr.: 37.083.794 von saschaklein1973 am 02.05.09 21:53:37Hallo saschaklein1973,
wenn irgendjemand Kursverläufe vorhersagen könnte, würde er bestimmt nicht hier schreiben, sondern eher in der Südsee rumliegen.
Im Ernst: Es gibt sicher einige besser informierte Forumsteilnehmer als mich, trotzdem drei Punkte, die meine persönliche Einschätzung widergeben.
1. Solarworld ist ein sehr gesundes, gut finanziertes Unternehmen, dass für die Zukunft gut gerüstet zu sein scheint. Unter den Herstellern klassisch Silizium-basierter Module (Solarworld macht meines Wissens ja alles vom Wafer bis zum Modul) erscheint mir Solarworld eines der besten und zukunftsträchtigsten Unternehmen der Welt.
2. Ich bin nicht sicher, ob es einen Konsens gibt, dass kristalline Siliziumtechnik auch in Zukunft ein wesentlicher Bestandteil des Photovoltaikmarktes bleiben wird. Sollte irgendeine Dünnschichttechnik ohne nennenswerte Nachteile die kristallinen Produkte abhängen, dann stünde Solarworld wohl ziemlich schlecht da. Dieses Risiko erscheint mir allerdings äußerst gering, da Frank Asbeck bestimmt weiß, was er tut, wenn er auf kristallines Silizium setzt.
3. Ob jetzt noch gekauft werden soll, ist natürlich eine Frage der Bewertung. Es gibt knapp 112 Mio Aktien, die Marktkapitalisierung beträgt bei einem Kurs von 21 Euro also rund 2,3 Mrd Euro. Nun wäre die Frage, welche Bewertung man einem Solarunternehmen zubilligt. Als Umsatz für 2009 wird mindestens 1 Mrd Euro angepeilt, ich persönlich schätze - basierend auf den stets konservativen Prognosen - 1,0 bis 1,1 Mrd. Euro. 2008 lag der Umsatz bei 900 Mio Euro. Der Nettogewinn betrug 149 Mio Euro, also ca. 16,5% vom Umsatz. Nun dürften die Margen 2009 wegen der Überkapazitäten in der Solarbranche auch für eine Solarworld sinken. Wie stark weiß niemand so genau, aber dass es nicht nur auf 16% runtergeht, sehen sicherlich auch viele andere so. Ich tippe eher auf höchstens 15%, was (bei 1,1 Mrd Umsatz) 165 Mio Euro Nettogewinn entspräche (=1,48 pro Aktie). Und das ist für mich das best case Szenario. Für 2010 gibt es vom Unternehmen meines Wissens noch keine Aussagen, starke Umsatzanstiege würden meines Erachtens wegen des auch dann noch starken Wettbewerbs aber nur mit einer entsprechend reduzierten Nettomarge möglich sein. Nennenswerte Ergebnissteigerungen sehe ich da erstmal nicht. Dementsprechend ist meine Meinung bei Kursen über 20 Euro: Halten - ja, Kaufen - nein.
Grüße allerseits,
Blue T.
p.s.: Hat sich mal jemand die Mühe gemacht, die Umsätze von First Solar im ersten Quartal mit der Prognose fürs Gesamtjahr zu vergleichen? Es sind 418 Mio $ gegenüber 1,9 bis 2,0 Mrd $. Wenn man bedenkt, dass das erste Quartal traditionell relativ schwach ist, rechnen die mit erheblicher Wachstumsverlangsamung. Entweder durch deutlich langsamere Absatzzuwächse und/oder durch starken Preisverfall.
p.p.s.: Montag gibt es vorläufige Zahlen fürs Q1 und am 15. Mai dann ausführlicher mit Analysten-Telefonkonferenz. Fundamental kann man danach sicherlich mehr sagen.
wenn irgendjemand Kursverläufe vorhersagen könnte, würde er bestimmt nicht hier schreiben, sondern eher in der Südsee rumliegen.
Im Ernst: Es gibt sicher einige besser informierte Forumsteilnehmer als mich, trotzdem drei Punkte, die meine persönliche Einschätzung widergeben.
1. Solarworld ist ein sehr gesundes, gut finanziertes Unternehmen, dass für die Zukunft gut gerüstet zu sein scheint. Unter den Herstellern klassisch Silizium-basierter Module (Solarworld macht meines Wissens ja alles vom Wafer bis zum Modul) erscheint mir Solarworld eines der besten und zukunftsträchtigsten Unternehmen der Welt.
2. Ich bin nicht sicher, ob es einen Konsens gibt, dass kristalline Siliziumtechnik auch in Zukunft ein wesentlicher Bestandteil des Photovoltaikmarktes bleiben wird. Sollte irgendeine Dünnschichttechnik ohne nennenswerte Nachteile die kristallinen Produkte abhängen, dann stünde Solarworld wohl ziemlich schlecht da. Dieses Risiko erscheint mir allerdings äußerst gering, da Frank Asbeck bestimmt weiß, was er tut, wenn er auf kristallines Silizium setzt.
3. Ob jetzt noch gekauft werden soll, ist natürlich eine Frage der Bewertung. Es gibt knapp 112 Mio Aktien, die Marktkapitalisierung beträgt bei einem Kurs von 21 Euro also rund 2,3 Mrd Euro. Nun wäre die Frage, welche Bewertung man einem Solarunternehmen zubilligt. Als Umsatz für 2009 wird mindestens 1 Mrd Euro angepeilt, ich persönlich schätze - basierend auf den stets konservativen Prognosen - 1,0 bis 1,1 Mrd. Euro. 2008 lag der Umsatz bei 900 Mio Euro. Der Nettogewinn betrug 149 Mio Euro, also ca. 16,5% vom Umsatz. Nun dürften die Margen 2009 wegen der Überkapazitäten in der Solarbranche auch für eine Solarworld sinken. Wie stark weiß niemand so genau, aber dass es nicht nur auf 16% runtergeht, sehen sicherlich auch viele andere so. Ich tippe eher auf höchstens 15%, was (bei 1,1 Mrd Umsatz) 165 Mio Euro Nettogewinn entspräche (=1,48 pro Aktie). Und das ist für mich das best case Szenario. Für 2010 gibt es vom Unternehmen meines Wissens noch keine Aussagen, starke Umsatzanstiege würden meines Erachtens wegen des auch dann noch starken Wettbewerbs aber nur mit einer entsprechend reduzierten Nettomarge möglich sein. Nennenswerte Ergebnissteigerungen sehe ich da erstmal nicht. Dementsprechend ist meine Meinung bei Kursen über 20 Euro: Halten - ja, Kaufen - nein.
Grüße allerseits,
Blue T.
p.s.: Hat sich mal jemand die Mühe gemacht, die Umsätze von First Solar im ersten Quartal mit der Prognose fürs Gesamtjahr zu vergleichen? Es sind 418 Mio $ gegenüber 1,9 bis 2,0 Mrd $. Wenn man bedenkt, dass das erste Quartal traditionell relativ schwach ist, rechnen die mit erheblicher Wachstumsverlangsamung. Entweder durch deutlich langsamere Absatzzuwächse und/oder durch starken Preisverfall.
p.p.s.: Montag gibt es vorläufige Zahlen fürs Q1 und am 15. Mai dann ausführlicher mit Analysten-Telefonkonferenz. Fundamental kann man danach sicherlich mehr sagen.
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Antwort auf Beitrag Nr.: 37.083.794 von saschaklein1973 am 02.05.09 21:53:37@ saschaklein1973
wird wolfsburg dt. meister in der fußball bl. ???
die chancen stehen nicht schlecht dafür, oder......
aber zu deiner frage,
die kann ich dir leider nicht beantworten, ist ja dein
kapital , oder ??
so ist das halt im leben, es gibt immer einiges was
dafür und einiges was dagegen spricht..............
gute n8
seeffe
wird wolfsburg dt. meister in der fußball bl. ???
die chancen stehen nicht schlecht dafür, oder......
aber zu deiner frage,
die kann ich dir leider nicht beantworten, ist ja dein
kapital , oder ??
so ist das halt im leben, es gibt immer einiges was
dafür und einiges was dagegen spricht..............
gute n8
seeffe
Frage an alle! sollte man jetzt noch solarworld kaufen??
Antwort auf Beitrag Nr.: 37.080.814 von bossi1 am 01.05.09 20:38:21hallo bossi! wollte fragen ob die ferroatlantica an der börese gehandelt wird? kannst du mir die WKN sagen? gruß
Danke für die schnellen Antworten! Also müßte es ja nun bald klappen!
Antwort auf Beitrag Nr.: 37.083.075 von Tri2Sol am 02.05.09 17:12:23Ups, da war Tri2Sol 53 Sekunden schneller 
...dafür habe ich noch eine Prognose abgegeben 
...dafür habe ich noch eine Prognose abgegeben 
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