Evergreen Solar 23% in Berlin - 500 Beiträge pro Seite

[aylinsandro]

Hallo !
Diese Aktie gefällt mir immer mehr.
Bitte beobachten.

gruss AS

[aylinsandro]

12.08.2004 15:32:
Former AstroPower Executive Joins Evergreen Solar as SVP of Marketing and Sales

MARLBORO, Mass., Aug. 12 /PRNewswire-FirstCall/ -- Evergreen Solar (Nachrichten), a developer of proprietary, low cost solar power products, today announced that Dr. Terry Bailey has joined the Company as Senior Vice President, Marketing and Sales. Terry will be responsible for Evergreen Solar````s sales, marketing, strategic planning, and business development activities.

Richard M. Feldt, President and Chief Executive Officer of Evergreen Solar, stated, "Terry is a world class marketing executive with critical industry experience, relationships and an innovative vision. His proven track record at larger technology companies, such as Apple, NEC, and most recently AstroPower, uniquely qualifies him to join our management team. This serves as another endorsement of our Company````s prospects. We continue to make substantial progress in our efforts to become an industry leader with our Gemini II String Ribbon(TM) wafer manufacturing process and our capacity expansion plans. Terry````s focus on driving corporate partnering opportunities and Evergreen````s overall marketing and sales efforts will be central to our success."

Terry Bailey, 50 years old, joins Evergreen Solar with over 20 years experience in strategic business planning, sales, marketing, product development, and corporate operations. Bailey most recently served as Vice President of Marketing and Sales for leading solar technology supplier AstroPower, Inc., which was recently acquired by GE . He was responsible for global sales and marketing at AstroPower, which had revenues of $70 million and worldwide sales offices.

Dr. Bailey commented, "As someone who has spent nearly his entire career working with innovative, blue chip technology companies, I am excited to be joining Evergreen Solar and recently appointed CEO Richard Feldt, at this important juncture in the Company````s development. My goal will be to leverage the positive momentum Evergreen Solar has recently gained as it successfully pursues its capacity expansion plans."

Previously, Bailey served as Executive Vice President, Chief Operating Officer of NEC Technologies, Inc., a wholly-owned subsidiary of NEC. At NEC, Bailey was directly responsible for all day-to-day management, including P&L and revenue responsibility of more than $1 billion, and sat on the board of NEC Technologies. Bailey earlier served as Senior Vice President, Marketing and Sales at NEC Technologies. Prior to NEC, Bailey was an executive at Apple Computer, where he rose to the level of Senior Vice President and General Manager for Apple````s Imaging Division. In this position, he had worldwide P&L responsibility for all of Apple````s Imaging Products, which generated over $1 billion in annual revenues as well as direct management responsibility for strategic partnering, R&D, engineering, product development, marketing, North America sales, and various areas of corporate operations.

Bailey earned a Ph.D. in Analytical Chemistry, from Florida State University, specializing in Nuclear Magnetic Resonance research and computer system graphics integration. He holds a B.S. in Chemistry from the University of Alabama.

About Evergreen Solar, Inc.

Evergreen Solar, Inc. develops, manufactures, and markets solar power products utilizing the Company````s patented low-cost manufacturing technologies. The products provide reliable and environmentally clean electric power in global markets. Solar power applications include wireless power for remote homes, water pumping, lighting, and rural electrification, as well as complete power systems for electric utility customers choosing to generate their own environmentally benign power. For more information visit http://www.evergreensolar.com/.

String Ribbon is a trademark and Evergreen Solar(R) is a registered trademark of Evergreen Solar, Inc.

This press release contains forward-looking statements made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The Company cautions you that any statements contained in this press release which are not strictly historical statements constitute forward- looking statements. Such statements include, but are not limited to, statements reflecting management````s expectations regarding the timing, cost, and success of the Company````s current and future manufacturing scale-up and production; future financial performance; the Company````s technology and product development, cost, and performance; the Company````s current and future strategic relationships and future market opportunities; and the Company````s other business and technology strategies and objectives. These statements may be identified with such words as "we expect," "we believe," "we anticipate", or similar indications of future expectations. These statements are neither promises nor guarantees, and involve risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. Such risks and uncertainties include, among other things, the following factors: the Company````s business and results of operations could be materially impaired as a result of poor manufacturing or product performance or higher costs attributable to the expansion or operation of manufacturing facilities; the market for solar power products is emerging and rapidly developing, and market demand for solar power products such as the Company````s products is uncertain; the Company has limited experience manufacturing large volumes of solar power products on a commercial basis at acceptable costs, which it will need to do in order to be successful; the Company faces intense competition from other companies producing solar power and other distributed energy generation products; the Company sells via a small number of reseller partners, and the Company````s relationships with current or prospective marketing or strategic partners may be affected by adverse developments in the Company````s business, the partner````s business, competitive factors, solar power market conditions, or financial market conditions; the Company depends on single source suppliers for specialized materials, including silicon, necessary to manufacture its products and the market for products such as the Company````s solar power products is heavily influenced by federal, state, local, and foreign government regulations and policies, as well as the availability and size of government subsidies and economic incentives, over which the Company has little control. In addition to the foregoing factors, the other economic, competitive, governmental, technological, and other risk factors identified in the Company````s filings with the Securities and Exchange Commission -- including the Company````s Annual Report on Form 10-K for the fiscal year ended December 31, 2003, filed on March 23, 2004, and Quarterly Report on Form 10-Q for the quarter ended March 31, 2004, filed on May 12, 2004 (a copy of which may be obtained at the SEC````s web site at: http://www.sec.gov/) -- could impact the forward-looking statements contained in this press release. Readers should not place undue reliance on any such forward-looking statements, which speak only as of the date they are made. The Company disclaims any obligation to publicly update or revise any such statements to reflect any change in Company expectations, or in events, conditions, or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.

PRESS RELEASE Contacts: William Kanzer Director, Marketing Communications Evergreen Solar, Inc. 508-357-2221 x706 [e-mail] Media: Marc Mombourquette Public Relations Manager Commonwealth Creative Associates 508-620-6664 [e-mail] Investors/Analysts David Pasquale or Moon Lee The Ruth Group 646-536-7006/7001 [e-mail]

Evergreen Solar, Inc.

[smirnoff_gurgler]

pssst !

[cwn]

Werft auch mal einen Blick auf DSTI.

Schon allein deswegen:
http://biz.yahoo.com/prnews/040621/nym056_1.html

[tatort]

Saubere Energie gefordert
Der US-Senat soll in den Vereinigten Staaten die Bereitstellung von Steuermittel für den Einsatz erneuerbarer Energie erleichtern und die Finanzierungs-
möglichkeiten der Projekte verbessern.
Das fordern die vier Gouverneure der Bundesstaaten
New York Kalifornien Texas und Florida. Laut dem Internet Portal Solaracess.com haben George Pataki ,Arnold Schwarzenegger,Rick Perry und Jeb Bush dafür nun eine
Gesetzform für das so genannte (Production Tax Credit)
Programm vorgelegt. Durch steuerliche Vorteile und ge-
ringere Hypothekenzinsen, soll die Reform die Bevölkerung dazu bewegen ,verstärkt auf erneuerbare Energien zu setzen,Zum anderen sollen günstige Kredite und Abschreibungsmöglichkeiten insbesondere größere Investitionen in Projekte aus den Bereichen Windkraft, Photovoltaik, Biomasse und Geothermie fördern.
Sollte diese Reform gelingen,wäre das ein großer Schritt im Land der unbegrenzten Möglichkeiten.

[robby.r]

Not Many Alternatives for Energy Investors
Saturday October 2, 5:10 pm ET
By Meg Richards, AP Business Writer
Oil Prices May Raise Interest in Alternative Energy Stocks, Though Not Many Firms Profitable


NEW YORK (AP) -- With oil prices soaring, investors may be wondering what options there are among renewable energy stocks. The answer is, not many. Fuel cell companies are floundering, solar startups are far from solid bets and only a handful of companies are turning a profit in wind power.
For small investors who think climbing oil prices are bound to spark greater interest in other sources of power eventually, some of the most interesting plays could be among traditional companies that are exploring alternative energies -- General Electric Co., FPL Group Inc. and BP PLC.

The problem with most companies focused purely on non-petroleum power is they tend to be relatively young, have weak balance sheets and frequently focus on technologies that aren`t yet commercially viable. Some of the most attractive investments are overseas, and not readily available to U.S. investors.

"Unfortunately and tragically there are simply not a lot of alternative energy sources being developed," said Stephen Leeb, president of Leeb Capital Management and co-author of "The Oil Factor," which suggests crude prices will likely strike $100 a barrel by the end of the decade, if not sooner.

"It`s sad, but that`s the reason oil is at nearly $50 per barrel," Leeb said. "If there were a whole universe of alternative energy companies making lots of money, you probably wouldn`t have an energy crisis today."

With so much money yet to be made in oil, there hasn`t been a great deal of investor interest in renewable sources of power, analysts say.

"It`s been an interesting disconnect," said Matthew Patsky, portfolio manager of the Winslow Green Growth fund. "The renewable energy stocks in general went down when oil was falling and went down when oil was rising. You`d think they`d trade with oil ... but it`s been a tough market for renewable energy stocks in general, and particularly for the fuel cell companies."

There are high hopes that emission-free hydrogen fuel-cells will replace gas-guzzling cars and start producing power in homes, but this technology is still in the early development stages. Companies like FuelCell Energy Inc., Plug Power Inc. and Ballard Power Systems Inc., a Canadian concern partly owned by auto manufacturers Ford Motor Corp. and DaimlerChrysler AG, remain unprofitable.

In such a speculative market, Patsky`s firm chose to invest in Quantum Fuel Systems Technologies Worldwide, Inc., a company focused on designing the hydrogen storage technologies that help power the fuel cells in cars. Toyota Motor Co., which has emerged as a leading manufacturer of hybrid cars, accounts for 44 percent of its sales. General Motors Corp., which owns 11 percent of the company, accounts for the rest.

When it comes to producing electricity for homes and businesses, the most readily deployable alternative to fossil fuel is wind. And as oil prices continue to rise, it`s becoming an increasingly attractive option.

"At $10 per barrel for oil, it makes no sense to use wind. But at $50 per barrel, wind makes a lot of sense," Patsky said. "Wind broke to a point of being economical in most parts of this country vis-a-vis the cost of electricity back when oil passed $30 per barrel, and now it`s incredibly economical. I don`t think there`s very many places in the country where there`s a cheaper way to produce energy than wind."

The pure wind plays are in Europe, where the largest turbine manufacturer is Vestas Wind Systems, based in Denmark. Its competitors include Gamesa Corporacion Tecnologica S.A., a Spanish company, and GE Energy, the largest U.S.-based player in wind, though it`s only a tiny portion of the conglomerate`s overall business.

Wind plays a much more substantial role at Florida-based utility FPL, making up about 15 percent of its earnings, and the business segment has grown at a rapid pace over the last several years.

"FPL is such an easy way to play it," Leeb said. "If wind continues to grow, as I think it must, then you end up with a very dynamic growth stock. And if for whatever reason they don`t pursue it, you`ve still got a great utility."

At a certain point, solar power starts looking more economical, as well, though with the demise of AstroPower, Inc. -- the company filed for bankruptcy and sold most of its assets to GE Energy earlier this year -- few opportunities are available. Among recent startups is Evergreen Solar Inc., a Marlboro, Mass.-based developer of solar electricity systems for homes. Traditionally, solar power has been economical in remote locations where it`s not practical to run power lines, but while it has served as a decent supplemental source of energy, it has not been a true substitute for fossil fuel.

Among the major energy companies, BP has done the most to develop alternative fuels, investing in solar and wind power as well as financing research into applications for hydrogen. Though many remain skeptical that the world`s largest integrated oil concern is really looking "beyond petroleum," the steps it`s taken so far have led some socially conscious investors to deem it best in its class.

"BP is legit, it`s for real, and it`s spending a lot of money ... trying to broaden its reach to be a full-service energy company meeting the needs of the future," Patsky said. "We`d certainly rather see people invest in BP than Exxon Mobil Corp., where management still denies that global warming is happening. BP has made statements that they want to do whatever they can to reduce the contributions that fossil fuels make to global warming ... and that`s a big statement for a company to make, to admit its product is part of the problem."

[Mokele]

Heute über 10 % in FF bei steigendem Volumen,
alleine in USA ist das durchschnittl. tägl. Volumen
bereits nach 2 Std erreicht.
=>> hier entdecken die Amis eine ihrer Perlen.
Wenn die auch noch checken wie hier in DE gleichwertige
Firmen (bspw. Solarword) abgegangen sind, dann wird`s
über Wochen aufwärts gehen.
Meinungen zu Evergreen ??????

[sonnbrille]

Wird Kerry noch Präsi, ist das super für alternative Energien in USA!!!

Bleibt Bush Präsi, ist das aufgrund seiner Wirtschafts-u. Außenpolitik, welche hohe Öl- u. Rohstoffpreise zur Folge hat, ebenfalls -langfristig- super.

Habe vor 2 Monaten Evergreen gekauft, allerdings nicht in DE, sondern NASDAQ

[Mokele]

genaus so sehe ich es auch !
Hinzu kommt noch die sehr schlechte Wirtschaftspolitik von
Bush die den Dollar demnächst in die Tiefe rauschen
lassen wird (ist von der USA sowieso gewollt!!!).

Da die größte Nachfrage eh aus EU kommt, werden sich
die Exportchancen von ESLR noch wesentlicher verbessern.
Egal ob Bush oder Kerry, ESLR wird ein Gewinner sein.
Für deutsche Hersteller sehe ich dann schwarz.

[robby.r]

Evergreen Solar Announces Third-Quarter 2004 Results


Company Achieves Record Product Revenue of $5.6 Million As String Ribbon Capacity Expansion Proceeds Ahead of Schedule MARLBORO, Mass. - PRNewswire-FirstCall - Nov. 3
MARLBORO, Mass., Nov. 3 /PRNewswire-FirstCall/ -- Evergreen Solar, Inc. , a manufacturer of solar power products with proprietary, low- cost manufacturing technology, today announced financial results for the third quarter ending September 30, 2004.

"In the third quarter, Evergreen made substantial progress on a number of important fronts as we executed on our strategy to become the lowest-cost provider of solar power products," said Richard M. Feldt, President and Chief Executive Officer. "Financially, we posted record product revenues and achieved a dramatic improvement in product gross margin. Operationally, we further reduced our variable manufacturing costs as we accelerated the transition at our Marlboro facility to the latest generation of our String Ribbon(TM) technology -- our Gemini II platform. Today, all single ribbon and Gemini I furnaces have been converted to Gemini II -- about six weeks ahead of schedule. In addition, we are on track to achieve our year-end goal of increasing our plant`s annual capacity to 15 megawatts."

"With the technology components now in place for a commercially scaleable business, we began to focus our attention on planning for our next commercial expansion," Feldt said. "During the quarter, we had active discussions with potential partners, who are excited about the prospects for our unique String Ribbon technology. We also took important steps should we decide to pursue a go-it-alone approach, including investigating potential locations and initiating discussions with several government agencies."

"The solar industry continues to experience the rapid expansion that began more than a decade ago," Feldt said. "Because of increasing concerns about the supply of energy and the environment, alternative and renewable sources of energy are becoming increasingly more attractive. Today, demand already far exceeds supply in our industry, and Evergreen Solar continues to benefit. Our output is completely sold out for the remainder of this year, and we are on track to be sold out for next year as well."

"In the coming quarters, we will begin optimizing our installed Gemini II technology to maximize our yields and manufacturing efficiencies. We expect to complete the expansion of our current facility capacity by year-end and begin activities around our next manufacturing expansion."

Third-Quarter Financial Results

For the three months ended September 30, 2004, product revenues were a record $5.6 million, more than double the $2.6 million reported for the same period in 2003. The expansion of manufacturing capacity enabled the sharp increase. Consistent with the Company`s strategy to focus on capacity expansion, research revenues for the third quarter were $369,000 compared with $463,000 in the third quarter of 2003.

Product gross margin for the third quarter was a record -29% as compared to -54% for the third quarter of 2003. On a pro forma basis, excluding charges of $419,000 for the disposal of certain equipment and materials associated with older generation manufacturing technology, product gross margin was -22%, a marked improvement from the pro forma -46% for the second quarter of 2004. The Company`s gross margin improvement was primarily due to higher sales and lower variable manufacturing costs derived from operational and manufacturing efficiencies.

Operating loss for the third quarter of 2004 was $4.7 million, compared with $3.3 million for the third quarter of 2003. Net loss attributable to common stockholders for the third quarter of 2004 was $4.6 million, or $0.10 per share, compared with $4.0 million, or $0.35 per share, for the third quarter of 2003, and on a pro forma basis, operating loss was $4.3 million and net loss attributable to common stockholders was $4.2 million, or $0.09 per share. For the third quarter of 2004, weighted average shares outstanding were 47.5 million, reflecting the Company`s second-quarter private equity financing and the conversion of the outstanding shares of Series A Convertible Preferred to common stock. Third-quarter 2003 earnings per share was based on 11.5 million weighted average shares outstanding.

As of September 30, 2004, cash, cash equivalents, and short-term investments totaled $16.6 million, compared to $20.3 million at December 31, 2003.

Use of Non-GAAP Financial Measures

Evergreen Solar, Inc. reports gross margin, operating loss, net loss attributable to common stockholders, and net loss per share in accordance with GAAP and also on a non-GAAP basis, referred to as pro forma. Pro forma results for the second quarter and third quarter of 2004 exclude charges of $2.5 million and $419,000, respectively, for the disposal of certain equipment and materials related to older generation processes that have been abandoned in the current capacity scale-up. These non-GAAP measures should be considered in addition to, and not as a substitute for, or superior to, the results prepared in accordance with GAAP. A reconciliation of GAAP net loss and gross margin to pro forma results is included in the financial statements portion of this release.

Evergreen`s management believes the non-GAAP information is useful because it can enhance the understanding of the Company`s ongoing financial performance and because Evergreen uses pro forma reporting internally to evaluate and manage the operations. Evergreen has chosen to provide this information to investors so they can have access to the same configurations and comparisons utilized by Company management to analyze its operating results.

Conference Call Information

Management will conduct a conference call at 11:00 a.m. (ET) this morning to review the Company`s third-quarter results as well as its operational highlights and growth prospects. Individuals interested in listening to the live webcast should log on to the "Investors" section of Evergreen Solar`s website, http://www.evergreensolar.com/, prior to the event.

The call also can be accessed by dialing [phone] or [phone] prior to the start of the call. For interested individuals unable to join the live conference call, a replay will be available from 2:00 p.m. (ET) on November 3 through midnight (ET) on November 9 at [phone] or (888) 203- 1112 (Passcode: 919935), or by visiting the Company`s website.

[Mokele]

Wie interpretiert ihr das ?

[Mokele]

hat gute Zuwächste während es an an US-Börsen stockt.
Dabei steigt das Handelsvolumen b e i s t e i g e n d e m
Kurs mächtig an.

Und keiner merkt`s.

Seit ihr den alle meinungslos, diejenigen vor allem die
die Tausenden von Stücken in den letzten Tagen an dt.
Börsen eingesammelt haben ?

[robby.r]

wird zeit das der deckel bei 3,50$ endlich durchbrochen wird

[robby.r]

danke

hoffentlich auch auf tagessicht

[robby13]

Hallo an alle "robbys" !
Habe mir jedenfalls mal nen fetten Brocken eslr ins Depot gepackt. Betrachte dieses Invest als solide Anlage etwas längerfristiger ! Schließlich wird über kurz oder lang auch Herr Bush begreifen , dass man wg. "paar Troppen" Öl nicht den ganzen Nahen Osten besetzen kann *gelle*
Grüße vom Robby

[robby13]

Heee , die 3,50$ scheinen geknackt! Aktuell 3,65$ , und das bei kontinuierlich anziehenden Umsätzen die letzten Tage ! Robby

[robby.r]

die deutschen hersteller für module haben bis zu 18 monaten
lieferzeit
und hier brummt der markt ( ich kann es gut beurteilen )
da schaut man sich doch wo anders um , besonders im us$ raum
denn wo sonst bekommt man die teile zur zeit billiger

Euro

[robby13]

BID/ASK ist ja heute richtig interessant , ist was im Bus(c)h ?
Robby....

[robby13]

So , jetzt hab ich nochmal satt zugekauft , rein charttechnisch orientiert. Nu schaun mer mal....
robby

[robby.r]

4,50 bis 5,00könnten drin sein

aber zukaufen
na ja , jemannd muß dat teil ja rauf treiben

sei es den Robby´s gegönnt

[robby13]

ESLR - EVERGREEN SOLAR (NASDAQ)
Date Open High Low Last Change Volume % Change
11/09/04 3.50 3.75 3.46 3.68 +0.19 2524703 +5.44%



Composite Indicator -- Signal -- -- Strength -- -- Direction --
Trend Spotter (TM) Buy Weak Strengthening

Short Term Indicators
7 Day Average Directional Indicator Sell Minimum Weakest
10 - 8 Day Moving Average Hilo Channel Buy Weak Strengthening
20 Day Moving Average vs Price Buy Weak Strongest
20 - 50 Day MACD Oscillator Buy Average Average
20 Day Bollinger Bands Hold Bullish

Short Term Indicators Average: 40% - Buy

Medium Term Indicators
40 Day Commodity Channel Index Hold Bullish
50 Day Moving Average vs Price Buy Strong Strongest
20 - 100 Day MACD Oscillator Buy Maximum Average
50 Day Parabolic Time/Price Buy Strong Strengthening

Medium Term Indicators Average: 75% - Buy

Long Term Indicators
60 Day Commodity Channel Index Buy Weak Strengthening
100 Day Moving Average vs Price Buy Maximum Strongest
50 - 100 Day MACD Oscillator Buy Strong Strengthening

Long Term Indicators Average: 100% - Buy

Overall Average: 72%

[robby13]

#20
Mein gutster robby.r,
keine Angst bzgl. Nachkäufe um den Robby13 *g* ! Bin mit Staffelkäufen seit ca. 3,00$ drin . Ich kaufe keine Aktien mit wenigstens 100% Kurspotential....!
Sicher verstehst Du meine Polemik !
robby

[robby.r]

[robby13]

Bin übrigens bei ISONICS seit 1,80$ drin ( 5000 Stk. ), mit Teilverkauf bei 6,10$ ( 1000 St. ) und anschließendem Rückkauf gleicher Stückzahl zu ca.4$. Evergreen wird meine nächste Granate , versprochen !
Bei verschiedenen Aktien sollte der Horizont > 10 Tage sein....tzzz
robby

[robby.r]

die perfekte Welle der perfekte Tag

um short zu gehen

der grund:

[robby.r]

DSTI

gleiche spiel heute

[Cookiy]

Guten Tag,

Seht ihr das Kursziel auch bei 4 Euro zum Jahresende?

[sonnbrille]

Robbies, wie habt ihr das heute bloß gemacht????

3,75 USD

Klasse!

Keine Ahnung, wo der Kurs uns hinführen wird, aber ich denke jetzt ist der Kurs für ein paar Dollars mehr nach oben frei ...

[Mokele]

Gestern über 7 % im Plus !
Na das ist doch schon mal was

[Cookiy]

Jeden Tag ein Stück nach oben

Kursziel 20 Euro

[skipper2002]

cookiy..gehts dir gut
mfg
skipper

[Cookiy]

@Skipper

ich kann nie genug klagen

Habe manchmal Stiche im Kopf und sehe Visionen, daher das Kursziel

[skipper2002]

achos...visionen...also nix ernstes, hab mir schon sorgen gemacht
hab mir die dinger heut auch gekauft, weil sie noch ned so gelaufen sind wie die deutschen kollegen. Dein REALES kursziel...naja...sagen mer mal in 1 jahr oder so würd mich interessieren.....
mfg
skipper

[Cookiy]

@Skipper

Wenn ich mit der Aktie 50% Gewinn mache, bin ich zufrieden.

Gute Nacht

[skipper2002]

50 % ???...ok..damit kann man leben
dir auch eine gute nacht
skipper

[Mokele]

na, na 20 EUR ? ! ? ! ? ! ?
ist wohl mehr Wunschgedanke als Realität.
Allerdings 5-6 EUR werden wir bald sehen können
wenn sich die Rahmenbedingungen nicht verschlechtern.
Selbst bei einem rückl. Ölpreis.

Der Samen ist gelegt, die Frucht geht auf !

Interessant:
Gestern die ersten negativen (weil warnend) Berichte im HB
gelesen.
So langsam kommen die ersten Stimmen auf
ob Solarworld u. Konsorten nicht längst schon vom Boden
der Real-Daten abgehoben haben.
Wenn sich so ein Blatt mit diesem Thema beschäftigt und
dies mit so einer Kernaussage.
Zieht eure Schlüsse daraus.
Das wird nicht ESLR betreffen. Die sind
noch weit von einem Hype entfernt und ...
produzieren billig in den Export.

[Cookiy]

@Mokele

Wenn 5-6 Euro erreicht werden, ist das doch Super.

Ich gebe zu, 20 Euro sind überzogen.

SORRY,ich gelobe Besserung

[Cookiy]

Ein bisschen müde unsere Aktie

[Cookiy]

Worauf wartet die Rakete?

[Mokele]

und ?
habt ihr gesehen wie Solarworld & Consorten runterrauschen ?
Wartet mal ab, wenn die ersten großen Fonds rausgehen ...
Jetzt werden sie zappelig.
ESRL entwickelt sich wie oder besser als der Markt, gestern
über 7 %
Mein Rat: stay long

[Seebaer]

Das problem bei evergreen ist die Kapazität. Bisher peilt man 15 Megawatt an. Zum Vergleich, Solarworld liegt bereits bei 30 Megawatt und Sharp als Weltmarkführer im nächsten Jahr bei ca. 400 Megawatt.
Hinzu kommt, dass die produktion von evergreen zwar vom Rohstoll Silizium her sparsam ist, aber die Verarbeitung bereitet was die Reinheit angeht noch Probleme. Wenn das anders wäre, hätten die großen sich schon um eine Produktionslizenz bemüht, denn die Einsparung von Silizium ist ein großer Vorteil, weil dies zur Zeit der Engpass ist, warum die großen so lange Lieferzeiten haben.
Also man wird bei evergrenn sehr viel Geduld haben müssen. Bevor man nicht zumindest 5o Megawatt Ausstoß erreicht, spielt evergreen nicht in der 1. Liga.

[Mokele]

@Seebaer
danke für Deine Analyse. Tut gut wenn sich ein Beitrag mal von der üblichen Polemik und blah---blah abhebt !

Stimme dir jedoch nicht in allen Pkt. zu.
1) Kap. => hast recht, ist das Problem
aber nicht vergessen, die haben das zweite Werk gebaut.
2) Engpaß an Silizium
=> ist nicht das Problem. Getreu dem Motto `des anderen
Leid ist des anderen Freud` profitiert ESLR von der
schlechten/rückgängigen Nachfrage bei Chips.
D.h. es ist genug Sili. da, da die Chip-Industrie
längst nicht mehr alles wegkauft.
Weiterhin verwenden Firmen wie ESLR Abfall-Sil.
Sil. was nicht mehr für Chipherstellung verwendet
werden kann.
U.a. fkt. damit das Low-cost Prinzip
3) ESLR im gleichen Atemzug wie Sharp bspw. zu nennen wäre
unangebracht. ESRL spielt (noch) in der zweiten Liga.

Warum allerdings heute welche zu 2,76 verkauft haben wo doch der Wert nach Dollar-Umrg. 2.79 ist, ist mir schleierhaft

[robby.r]

Die Vergütungssätze reduzieren sich jedes Jahr um 5 % und die Weltproduktion an Solarmodulen verdoppelt sich jedes Jahr. Daraus sind eher Risiken zu erwarten. Aber noch läuft der Solarhype wie vor Jahren der Windhype.

[Mokele]

Die Vergütungssätze reduzieren sich jedes Jahr um 5 % und die Weltproduktion an Solarmodulen verdoppelt sich jedes Jahr. Daraus sind eher Risiken zu erwarten. Aber noch läuft der Solarhype wie vor Jahren der Windhype.

Nein - das muß man viel differenzierter sehen.
1) Deine Aussage 5% weniger pro Jahr ist irreführend u.
oberflächlich.
a) Es gilt der Verg.-Satz im Jahr der Inbetriebnahme.
Diesen Satz bekommt man 20 Jahre (+1), o h n e daß
sich was reduziert, ausbezahlt.
b) Jedes Jahr Zuwarten bedeutet 5 %weniger von dem
Grundvergütungssatz. Der Aufschlag, den man bspw.
für eine Hausfassade oder für die Dachmontage usw
bekommt, reduziert sich NICHT !
Real ist somit die Reduzierung weniger als 5 %
c) Und noch was wurde vergessen was wesentlich höher
zu Buche schlägt. Die Reduzierung um 5% wird u.a.
damit begründet, daß sich die Preise für die
PV-Anlage aufgrund höherer Prod.-Zahlen immer mehr
senken werden. Das ist eingetroffen !
Hätte ich bspw. meine Anlage nur 1 Jahr später
gekauft, so hätte ich das gleiche um ca. 16% (!)
billiger bekommen.
d) Eine Verdoppelung der output-Kap. - sofern es tats.
nicht sogar mehr ist - wurde gegenwärtig völlig vom
Markt aufgesogen. Unglaublich - es gibt eine mind.
6-monatige Wartezeit wenn man eine anschaffen will.

2) Auch der Vergleich mit der Windenergie mutet mit jenem
der Äpfel u. Birnen an.
Denn: eine PV-Anlage läßt sich nicht nur von den
Ansch.-Kosten (jeder normale Haushalt kann sich
eine leisten!) sondern auch von der optischen
Verträglichkeit her wesentlich einfach in die
Landschaft stellen. Es gibt praktisch keine
Akzeptanzprobleme in der Bevölkerung noch von
irgendeiner Bauvorschrift.

Gerade bei Evergreen haben wir heute eine einmalige u.
erstaunliche Chance. War es denn bisher bei US-Aktien die
als Geheimtipp galten nicht so, daß erst in den USA
abgesahnt wurde (klar: US-Investoren hatten einen Info-
vorsprung) und dann erst Europa darauf aufmerksam wurde.

Jetzt ist es umgekehrt.

Wir hier müßten erkennen welches Potenzial solchen Firmen
bevorsteht und welcher Markt vorhanden ist.
Die Amis begreifen (noch!) nicht was hier abgeht.
Sollen doch die mal die Letzten sein.

Ich habe kein Stück hergegeben und werde noch kräftig
nachbunkern wenn`s weiter runtergeht.
Der Solarworld-Chart läßt grüssen !!!!!!!!!!!!!!!!!!!!

[Heizkessel]

Press Release Source: Evergreen Solar, Inc.


Evergreen Solar Unveils Major Thin Wafer Breakthrough for Its String Ribbon Technology
Tuesday December 7, 7:34 am ET
Thin Ribbon Technology Will Cut Silicon Requirements to 33% of Industry Norm; Competitive Advantages are Increased by Tightening Supply of Solar-Grade Silicon


MARLBORO, Mass.--(BUSINESS WIRE)--Dec. 7, 2004-- Evergreen Solar, Inc. (Nasdaq: ESLR - News), a manufacturer of solar power products with proprietary, low-cost manufacturing technology, today announced a major advance in the development of its String Ribbon(TM) manufacturing process that has the potential to produce silicon wafers thinner than 150 microns. The Company has filed a patent application for its thin wafer technology.


"Evergreen Solar`s mission since its inception has been to produce high-quality solar products at a fraction of the cost of conventional methods," said Richard M. Feldt, President and Chief Executive Officer. "Today we are announcing an important step in realizing that goal. With the latest enhancement to our Gemini II double ribbon growth process, Evergreen Solar has demonstrated in its pilot operations that it can manufacture wafers using one third of the silicon required by conventional methods - significantly reducing the overall cost of producing solar panels. The ability to produce the thinnest wafers in the solar industry affords our Company with a decided competitive advantage that no other company has demonstrated. This breakthrough demonstrates the robustness of our String Ribbon manufacturing process."

"By changing the growing conditions in our Gemini II furnaces, we can produce wafers that are half the thickness of our current standard," said Dr. Brown F. Williams, Vice President, Research and Development. "This achievement directly cuts the use of silicon in half for us and by a factor of three when compared to conventional methods."

"Our competitors produce wafers by sawing slices of silicon off of large ingots. The silicon lost in the width of the saw cut means that other wafer manufacturers are effectively throwing away half of their silicon starting material. Our standard String Ribbon process already avoids that shrinkage. Moreover, because current cutting techniques have difficulty producing wafers as thin as 150 microns, we truly have a unique, defensible competitive advantage," Williams added.

Feldt said, "There is some concern that the tightening silicon supplies may limit the growth of the photovoltaic industry for the next year or two. Our technology`s potential to further reduce silicon requirements is really quite dramatic and holds great promise for our industry. We expect that production of our thin wafers will entail other savings in material costs and the thin wafers will perform at a higher level of efficiency."

"The yield from the pilot quantities of our thin wafers processed into solar cells and assembled into complete panels has been encouraging. As a result, we will methodically scale our pilot operations and debug our wafer, cell and panel manufacturing processes for thin ribbons. Based on our preliminary work to date, we would expect to be able to achieve production status by the end of 2005. Additionally, we expect this breakthrough should position us even more favorably with potential partners as we proceed with planning for our next commercial expansion," Feldt concluded.

[Mokele]

Was`n heute los ?
Mußte mir die Augen reiben !
Pre-Market (RT-ECN): 3.80 0.70 (22.58%) heute 7.12.04
(`vorbörslich` heißt das vermutlich).

Wird wohl mit dieser Nachricht zusammenhängen:
7:56AM Evergreen Solar unveils thin wafer (ESLR) 3.10: Co announces what it
calls a major advance in the development of its String Ribbon manufacturing
process that has the potential to produce silicon wafers thinner than 150 microns.
The co has filed a patent application for its thin wafer technology.
Co says "Our competitors produce wafers by sawing slices of silicon off of
large ingots. The silicon lost in the width of the saw cut means that other
wafer manufacturers are effectively throwing away half of their silicon
starting material. Our standard String Ribbon process already avoids that
shrinkage. Moreover, because current cutting techniques have difficulty
producing wafers as thin as 150 microns, we truly have a unique, defensible
competitive advantage."

[mwieser]

Die Frage ist tatsächlich, wie schnell Evergreen die neuen, dünneren Zellen produzieren kann. Wie schnell sich die Produktion umstellen und ausbauen lässt, hängt vermutlich in erster Linie an der kurzfristigen Liquidität. Da es sich um einen neuen Prozess "Marke Eigenbau" handelt, scheint mir die Abhängigkeit von Zulieferern gering zu sein.

Wenn Evergreen die verbesserte Technik schnell umsetzt, kann das Unternehmen 2 Vorteile nutzen:

- weniger Silizium
Bei Silizium gibt es zurzeit einen Engpass, die Preise steigen. Zwei Drittel weniger Rohstoff pro fertigem Solarmodul sind deshalb ein großer Vorteil.

- knappen Modulmarkt versorgen
In Deutschland betragen die Lieferzeiten für Solarmodule zurzeit mehrere Monate. Die Preise steigen. Deutschland ist Netto-Importeur von Solarmodulen. Wer hier kurzfristig liefern kann und gleichzeitig seine Herstellungskosten senkt, der scheffelt richtig Geld. Vor allem, wenn vor Mitte 2005 schon geliefert werden kann. Denn dann werden die deutschen Modulhersteller ihre Kapazitäten so stark ausgebaut haben, dass sich der Markt wieder normalisiert, die Preise sinken und die Installateure nicht mehr jedem Hersteller die Bude einrennen.

[mwieser]

# 44

Drei Ergänzungen noch:

- Die Knappheit und Wartezeit von 6 Monaten bezieht sich fast ausschließlich auf die Module. Die anderen Komponenten (Wechselrichter, Montagesysteme, Verkabelung) sind eher unkritisch.

- Dadurch, dass Evergreen die Zellen selbst herstellt, ergibt sich ein weiterer Vorteil. Das Unternehmen kann entscheiden, ob es die Zellen direkt verkaufen und/oder aus den Zellen selbst Module produzieren will. Da niemand sonst diese Zellen herstellt (String-Ribbon-Technologie ist neu und patentiert), kann Evergreen alleine den Preis bestimmen.

- Das Erneuerbare-Energien-Gesetz soll zweierlei erreichen: Einerseits eine kostendeckende Vergütung, um Auf- und Ausbau der erneuerbaren Energien zu garantieren. Andererseits eine kontinuierliche Kostensenkung um die genannten 5% jährlich, damit Erneuerbare irgendwann ohne Einspeisevergütung wirtschaftlich konkurrenzfähig zu Kohle, Öl, Gas und Uran sind.

Die Modulhersteller haben es schwieriger als die Hersteller von Wechselrichtern, Kostensenkungen zu realisieren. Weil die Investitionskosten viel höher sind. Während ein Wechselrichter-Hersteller mal eben die Platine verändert oder die Kleinteile (Transistoren, etc.) woanders einkauft, muss ein Modulhersteller ganze Maschinen austauschen, den Prozess anpassen oder gleich eine ganze neue Linie (evtl. an neuem Standort) aufbauen.