SOLARWORLD ++ vorab Q-Zahlen 5/11 + gab es einen Aktienrückkauf im 3-Q ? ++ (Seite 5898)

[Helio]

Erneuerbare: Bald zweitwichtigste Stromquelle? von Jochen Stanzl
Freitag 14. November 2008, 11:25 Uhr
Die Internationale Energieagentur rechnet damit, dass erneuerbare Energien noch vor dem Jahr 2015 die zweitwichtigste Quelle für die Stromerzeugung wird. Bis dahin soll Erdgas als bisher zweitwichtigster Rohstoff für die Stromerzeugung abgelöst werden.

"Wenn wir Biomasse ausklammern, dann wachsen erneuerbare Energiequellen - Wind, Solar, Geothermie sowie Gezeiten- und Wasserkraftwerke - schneller als jede andere Energiequelle, bis 2015 mit durchschnittlich 7,2 Prozent pro Jahr", so die IEA in ihrem World Energy Outlook 2008, der in dieser Woche erschienen ist
http://de.biz.yahoo.com/14112008/389/erneuerbare-bald-zweitw…

[bossi1]

Auch im SWV 3Q Bericht wird die mögliche neue Förderung ab 2009 in Japan erwähnt ...

23.06.2008, 16:41 Uhr

Neuauflage der Solarförderung in Japan?

Tokio/Münster – Im Jahr 2005 hat Japan die Solarförderung zur Stromerzeugung (Photovoltaik) eingestellt, jetzt wird möglicherweise umgedacht. Nach einem Bericht der Nachrichtenagentur Reuters sei im Gespräch, die Solartechnik ab 2009 mit Subventionen und Steuervergünstigungen wieder zu fördern. Basierend auf einem Artikel in der Finanzzeitung "Nikkei" soll es das Ziel sein, bis 2020 mehr als 70 Prozent der neuerrichteten Häuser mit Solarkollektoren auszustatten. Unklar bleibt in dem Beitrag, ob die Nutzung der Solarenergie zur Wärmenutzung oder Stromerzeugung gemeint ist. Japan ist sehr stark von Ölimporten abhängig. Morgen soll sich die Regierung bzw. das Ministerium für Internationalen Handel und Industrie (MITI) mit dem Solarthema beschäftigen. Die japanischen Aktien rund um das Thema Solarenergie legten indes schon mal kräftig zu.

Quelle: iwr/23.06.2008/


... für Exporte aus dem Euroraum hat sich seit August 2008 (bei gleichen Produktionskosten) ein Währungsvorteil von ca. 28% für uns ergeben. Das belastet massiv japanische Exporte nach Europa.

[bossi1]

Polysilicon Prices Head for Steep Fall:
Good News for Solar?

by: Greentech Media November 13, 2008
The shortage is over and the glut is just around the corner.

Although demand for polysilicon to make solar panels will grow by 34 percent next year, the supply will likely double, thanks to new factories that were planned out years ago, according to a new report by iSuppli.

As a result, the price for silicon will drop dramatically, the firm said. And since silicon is a major component in the cost of solar cells, those will likely swoon too (see abstract).

The slide will even likely accelerate in 2010.

Spot market prices for polysilicon hit $500 per kilogram earlier this year, compared with $200 per kilogram in 2007. iSupply expects the spot market prices to fall as low as $200 per kilogram next year. By 2010, the prices could drop as low as $100 per kilogram, wrote Henning Wicht, iSuppli's principal solar analyst.

Most silicon is bought under long-term contracts and not under the spot market. Movements in the spot market, however, can often reflect price directions in the industry. Companies also examine changes in the spot when renegotiating supply contracts.

Market and financial analysts have been predicting an end to the polysilicon shortage that began in late 2004 and early 2005 as solar companies began to compete more fiercely with chip companies, which use the silicon for making chips that run computers, cell phones and other gadgets. Subsidies offered by the German government also prompted demand to skyrocket.

Silicon remains the primary ingredient for making solar cells and panels today, although a raft of other companies are exploring different materials. First Solar (FSLR), one of a handful of successful thin-film companies, uses cadmium tellurium for its thin-film panels. Startups such as NanoSolar use copper indium gallium selenium instead, although CIGS panels have a market penetration right now that's close to zero.

In 2007, 90 percent of polysilicon came from seven companies, including Wacker, REC and MEMC (WFC). Since then, more than 60 additional companies have said they plan to start producing the material in 2009, said iSuppli.

iSupply's report echoes what Travis Bradford, president of the Prometheus Institute, a research partner of Greentech Media, said earlier this year (see New Research Predicts End to Silicon Shortage and Oversupply of Silicon to Be Worse than Expected).

Although the drop in polysilicon prices is good news for solar cell and panel makers, their customers will expect lower prices for their solar energy equipment as well. That, in turn, could lead to a tough fight for market share, particularly during an economic downturn.

Solar company executives and analysts have predicted a drop of anywhere from 5 percent to more than 20 percent in solar panel prices next year. During an industry conference in September, SunPower Corp.'s (SPWRA) CEO Thomas Werner told Reuters that panel prices will likely fall between 10 percent to 20 percent in 2009.

http://seekingalpha.com/article/105936-polysilicon-prices-he…


...Gut für die PV Branche? Eigentlich nur für die Spotmarkt Kunden (viele chinesche Billiganbieter). Bei Firmen mit Langfristverträgen kommt es auf (mögliche) Preisanpassungsklauseln im Vertrag an. Dazu gehört Solarworld.

[bossi1]

Solarworld: Bilanz bereinigt

14.11.2008 - Solarworld hat die vorab gemeldeten Zahlen zu Umsatz und Ertrag der ersten neun Monate 2008 bestätigt. Der Umsatz sei um 41,6 Prozent auf 665,4 Millionen Euro gestiegen, meldet der Bonner Konzern. Der Anstieg des operativen Gewinns wird auf 51,7 Prozent beziffert, das EBIT mit 209,3 Millionen Euro angegeben. Unter dem Strich sei der Gewinn um 56,3 Prozent auf 123,3 Millionen Euro gestiegen, so Solarworld. Die Bilanz sei um alle derzeit absehbaren Kapitalmarktrisiken bereinigt.

Konkretere Angaben zu den Aussichten für 2008 macht Solarworld am Freitag allerdings nicht. Mit den vorläufigen Daten hatten die Bonner gemeldet, das laufende Jahr besser als erwartet abzuschließen, aber keine konkrete neue Prognose genannt. Man wolle beim operativen Gewinn 2008 um mehr als 30 Prozent wachsen, hieß es aus der Konzernzentrale - das war bisher das obere Ende der Prognosespanne. 2009 soll das Wachstum bei 25 Prozent bis 30 Prozent liegen.

http://www.4investors.de/php_fe/index.php?sektion=stock&ID=2…

[lieberlong]

Antwort auf Beitrag Nr.: 35.942.530 von bossi1 am 13.11.08 21:44:20

http://www.ldksolar.com/summary.html

[bossi1]

Delta/Sunergy: Die Solland soll weiter expandieren ...

Delta wil productie zonnecellen uitbreiden

woensdag 12 november 2008 | 12:05

MIDDELBURG (ANP) - Energiebedrijf Delta wil de productie van zonnecellen bij het dochterbedrijf Solland Solar in Heerlen uitbreiden. Met de investering is een bedrag gemoeid van 97 miljoen euro, zo maakte Delta woensdag bekend.

Delta wil een nieuwe generatie zonnecel, de Sunweb-cel, ontwikkelen. De uitbreiding levert naar verwachting tweehonderd extra banen op. Met deze investering zet Delta de ingezette koers, om fors te investeren in zonne-energie, door. Delta blijft ook geld steken in traditionele energieopwekkers, zoals gas-, koelen- en kerncentrales.
Het bedrijf vraagt half december toestemming van zijn aandeelhouders voor de voorgenomen investering. Het nutsbedrijf is in handen van provincies en gemeenten. Later zal het zijn voornemen voorleggen aan de aandeelhouders van Solland. Delta nam in januari vorig jaar een belang van 90 procent in de producent van zonnecellen. Het management heeft de resterende 10 procent.

http://www.bndestem.nl/algemeen/economie/4027339/Delta-wil-p…


Wenn ich das richtig verstehe ...

Delta kündigte am Mittwoch an weitere 97 Mio.€ in die Produktion von Solarzellen bei Solland zu investieren und dabei 200 neue Arbeitsplätze zu schaffen. Dabei geht es auch um die neue MWT Sunweb Solarzelle. Die Aktionäre müssen bis Dezember ihre Zustimmung geben. 90% Der Aktien liegen beim öffentlichem Versorger Delta (Provinzen/Stätte), wobei ihr Tochterunternehmen Sunergy mit 20% beteiligt ist. 10% halten die Ex Solland Gründer, mit denen es zuletzt Meinungsverschiedenheit gab und die aus der Geschäftsführung ausgeschieden sind.

Solland ist lt. einer Solwafer (Sunergy) Aussage als Standort für RGS vorgesehen.

[bossi1]

LDK versucht die chinesischen Märkte zu beruhigen, nach den 3Q Verlusten von JA Solar gestern ...

LDK says 2009 orders strong, liquidity ample

Thu Nov 13, 2008 9:17am

NEW YORK, Nov 13 (Reuters) - LDK Solar Co (LDK.N: Quote, Profile, Research, Stock Buzz) moved to bolster market confidence on Thursday, the day after its stock fell to an all-time low, saying its plants were operating at capacity and it had nearly $1 billion in available cash and credit.

Shares of the maker of silicon wafers, the key raw material used to produce most solar cells, rose nearly 7 percent.

LDK Solar said that as of October it had secured orders totaling 1.8 gigawatts of capacity for 2009, more than 100 percent of its planned output for the year.

The company, which will report third-quarter results on Nov. 19, also has a cash position of more than $460 million and available credit facilities of $430 million.

LDK's stock shed more than 20 percent on Wednesday to an all-time low close of $13.12. It has dropped nearly 75 percent since the end of August.

On Wednesday, solar cell maker JA Solar's (JASO.O: Quote, Profile, Research, Stock Buzz) chief executive said the industry was in a panic and that he would seek to cut costs by renegotiating supply deals for polysilicon, the material used to turn sunlight into electricity.

http://www.reuters.com/article/marketsNews/idUSN133500092008…

... LDK Zahlen am 19. Nov. 2008
... Suntech Zahlen an 20. Nov. 2008

[bossi1]

Antwort auf Beitrag Nr.: 35.937.132 von lieberlong am 13.11.08 12:21:41

Guter Video Link zu Hillsboro im Hauptthread ...


Oregon and Silicon Make For
Nice Solar Neighborhood

Just a stone's throw from Hillsboro's Intel complex, west of Portland, Ore., German solar energy firm SolarWorld AG will invest US$400 million in a never- used semiconductor plant in which Japan's Komatsu had invested nearly twice that amount.



Announced in March, the 422,000- sq.- ft. (39,204- sq.- m.)
A Komatsu semiconductor fab in Hillsboro that never ramped up and sat idle for 10 years
will now be fully used by SolarWorld, which is investing $400 million in refurbishing it
to meet the company's solar silicon and module manufacturing needs.

The solar cell and silicon wafer complex will be the largest in the U.S., producing 500 MW of solar cells, as well as producing the silicon wafers from which those cells are made. While several hundred will initially staff the facility when it opens in summer 2007, SolarWorld expects to employ as many as 1,000 by the time full capacity is attained in 2009.
The property had sat idle for 10 years in the wake of a semiconductor industry slowdown, passing through two owners on the way to its purchase by SolarWorld for the bargain price of $40 million. But it was more than ready.
"The facility itself is phenomenal," says Bruce Laird, a member of the national business development team at the Oregon Economic & Community Development Dept. "That it sat there for that long, completely intact, is unbelievable."
He gives full credit to Komatsu. "They literally kept staff in the building, running maintenance and other cycles." While there are several such examples of facilities left behind in the semiconductor industry transition, "it's unique to have one in this condition, with all the engineering documents, everything sitting there."



"There were many reasons to come to Oregon," said Boris Klebensberger, COO of SolarWorld Group and president of SolarWorld Industries America.
"But the most important factors probably were that the facility itself is perfect for our needs, the State of Oregon supports us with property and business energy tax credits, and we will find highly skilled workers in the area." ... falls Intel Personal reduzieren muß nach ihren Umsatzrückgängen


The property benefits come courtesy of a newly established Enterprise Zone. The energy tax credits come courtesy of Oregon's Department of Energy, which offers them to companies that invest in energy conservation, recycling, renewable energy resources and less- polluting transportation fuels. SolarWorld in its initial announcement referred to the program as the state's "Anti- Global- Warming- Program."

Oregon is warming up nicely to alternative energy. It was five years ago that Vestas Wind Systems established its headquarters in Portland. More recently, silicon and solar prospects have looked at sites in Salem and Coos Bay. Laird says it's a clean- tech opportunity: "Biomass, wind, solar, clean water issues – all of those are one of the great ethical economic opportunities," he says. "Polycrystalline is just one small part of this." Industry observers expect several new plants to sprout in the next several years to meet what Laird calls a "severely constrained" supply of silicon.

Pacific Northwest
All For Plant Recycling

In the first quarter of 2007, for the first time, over half of SolarWorld's sales came from outside its home country. As part of the West Coast expansion, SolarWorld will expand to 100 MW the capacity of its existing solar module plant in Camarillo, Calif. It also has expanded to 500 MW its headquarters production complex in Freiberg, Saxony, where the payroll now exceeds the 1,000- employee mark. However, the new U.S. facility will produce mono- crystalline silicon – based on technology acquired with the purchase of the Royal Dutch Shell solar unit in 2006 – whereas Freiberg produces multi- crystalline silicon.

High- tech alternative facility uses are nearly as popular as alternative energy in the Pacific Northwest. Former semiconductor chip sites in Gresham and Salem have been purchased for reuse. Not far away, in Moses Lake, Wash., Norway- based Renewable Energy Corp. (REC) is investing $600 million to build a new polysilicon plant next to the one it's used since 2002. That original REC plant, built by Union Carbide in 1984, has more in common with SolarWorld than its industry niche: It too used to belong to Komatsu Group before REC bought it.

The shifts in ownership are not over. There remains the existing SolarWorld silicon plant in Vancouver, just across the Columbia River from Portland. SolarWorld plans to close the facility, and offer Hillsboro jobs to its 100 employees.
"It is our understanding that SolarWorld has remaining time on their long term lease at their EastRidge production facility," says Bart Phillips, president of the Columbia River Economic Development Council. "Tools will be moved to their Hillsboro operation. We are assuming the tech- flex facility is available for lease to similar or other industrial users."

The recycling of companies also continues. In a late March press conference, SolarWorld Chairman and CEO Frank Asbeck suggested that his company might be a juicy takeover target. Among the possible suitors he mentioned, according to Reuters, were Siemens, General Electric and its new next- door neighbor in Hillsboro – Intel.

http://images.google.com/imgres?imgurl=http://www.siteselect…

[bossi1]

Antwort auf Beitrag Nr.: 35.936.371 von bossi1 am 13.11.08 10:55:36

Zeigen sich die Bullen jedoch stärker und die Kurse können über 21,04 Euro ansteigen, so wären weitere Kursgewinne bis 22,51 Euro und 25,42 Euro möglich. ... die "Kirsche" im Godemode Kaffeesatz ...

F 1 36,42
F 0736 33,52
F 0618 32,22
F 0382 29,62
F 0236 28,02
F 0 25,42
F _236 22,82
F _382 21,22
F _618 18,62
F _736 17,32
F _1000 14,42
F _1236 11,82
F _1382 10,22
F _1618 7,62
F _1736 6,32

[bossi1]

Antwort auf Beitrag Nr.: 35.937.132 von lieberlong am 13.11.08 12:21:41

Sieht gut aus - der Cocktail mit der Kirsche.