FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? - Älteste Beiträge zuerst (Seite 282)

[Crowww]

Ich glaube hier muss man dabei sein.

[Sympathikus]

… ahh, doch noch jemand zu Hause hier

[Sympathikus]

Antwort auf Beitrag Nr.: 46.661.003 von Vuvuzela am 19.03.14 19:32:42

… ganz, ganz schwere Frage … aber 20 Prozent gibt es wohl auch bei solch einem Wert nicht alle Tage und die müssen dann erst mal gehalten werden …
… zumal, wenn derlei hohe Umsätze zu registrieren sind …

… aber die Aussichten für die nächsten Jahre sind mal generell sehr positiv …

… zumal zusammen mit Belectric an der 3. Solargeneration gefeilt wird
http://www.belectric.com/de/belectric/starke-partner/
http://www.belectric.com/de/organische-photovoltaik/

… tja, wenn die hier dann in den nächsten 2 bis 3 Jahren die Vertriebskanäle von First Solar nutzen können … wäre wohl ein gigantischer Marktvorteil.

[Sympathikus]

… och nöö … 37 Aufrufe heute hier … sind wohl alle in der Biobranche unterwegs?

[Crowww]

Keiner mehr investiert?

[R-BgO]

First Solar to Deliver Diesel-PV Hybrid Solution to Rio Tinto in Australia

First Solar, Ingenero to provide solar power to Rio Tinto Alcan bauxite mine

Initial phase to offset up to 20 percent of the existing grid demand and reduce diesel usage


BRISBANE, Australia--(BUSINESS WIRE)-- First Solar, Inc. (NASDAQ: FSLR), Rio Tinto and Ingenero today announced that agreement has been reached for the development of the Weipa Solar Photovoltaic (PV) Project in Queensland, Australia. The project has received official confirmation of funding from the Commonwealth Government, with an initial commitment of $3.5 million from the Australian Renewable Energy Agency (ARENA) to be followed by an allocation of up to $7.8 million for the project's second phase.

First Solar will leverage its expertise in utility-scale grid integration and plant control systems to offer a FuelSmart solution that provides maximum fuel savings while maintaining system reliability. Combined with Ingenero's proven design, development and integration experience, the project will generate electricity for Rio Tinto Alcan's (RTA) Weipa bauxite mine, processing facilities and township on the Western Cape York Peninsula.

"Rio Tinto Alcan is pleased to support the addition of renewable energy to complement the existing diesel generation at Weipa," said RTA General Manager Weipa Operations Gareth Manderson. "We expect the use of solar power will reduce Weipa's annual diesel consumption and its carbon dioxide emissions by around 1600 tons." Manderson noted that the hybrid diesel/PV solution will introduce to the site a reliable source of electricity, with low maintenance requirements.

The project will have an initial capacity of 1.7 megawatts (MW) with the potential to expand by an additional 5 MW after the commissioning of the initial phase. The first phase of the project will generate sufficient electricity to offset up to 20 percent of the daytime electricity demand, while reducing the diesel consumption for every MWh of electricity produced.

"For the Weipa bauxite mine, solar PV complements the existing base-load generation by providing electricity in times of peak demand and reducing the amount of diesel fuel used," said Jack Curtis, First Solar's Vice President of Business Development for Asia Pacific. "First Solar is delighted to be working with Rio Tinto, ARENA and Ingenero on this landmark project that demonstrates how solar PV can be used to power the resources sector."

"Our collaboration on the Weipa solar PV project is validation of the strength of our ongoing partnership with First Solar," said Ingenero CEO Steve McRae. "Working together, we can provide the extensive project experience required for off-grid applications and draw on the PV module technology and utility scale experience provided by First Solar."

With completion scheduled for late 2014, First Solar will supply its advanced thin-film PV modules and other balance of system components, in addition to providing operation and maintenance services for the duration of the project.

RTA will purchase the electricity under a 15 year Power Purchase Agreement. The project is one which all partners see as a step towards energy alternatives for remote mining operations.

[R-BgO]

First Solar to Acquire Technology Provider skytron-energy from AEG Power Solutions



With Increased Focus on Integrated Power Solutions, First Solar Expands in Europe

MUNICH--(BUSINESS WIRE)-- First Solar, Inc. (NASDAQ: FSLR) today announced that it has entered into an agreement to acquire skytron-energy, a subsidiary of AEG Power Solutions, which provides utility-scale photovoltaic (PV) power plant management systems, Operations and Maintenance (O&M) services, data monitoring technology, and equipment to solar power plants throughout Europe. Currently, skytron has installed monitoring and control systems in more than 600 plants across Europe with a total peak capacity of 5 gigawatts (GWp), more than doubling First Solar's global portfolio of monitored assets. The acquisition is subject to consent by the German merger control authorities ("Bundeskartellamt"). Terms of the deal were not disclosed.

The acquisition supports First Solar's initiative to provide full, end-to-end energy solutions that vertically integrate solar services and solutions. It broadens First Solar's portfolio of energy assets operated and maintained by the company and establishes a strategic opportunity to offer additional value-added services to both existing and new customers in Europe.

"skytron has a high quality, operations-based foundation and a strong portfolio of valued customers," said Bob Callery, First Solar's Vice President of Operations and Maintenance. "They bring considerable strategic value to our global O&M offering, as well as a pathway to expand our services across the entire solar value chain. Our combined expertise enables power plants to operate with the reliability of conventional generation resources, further establishing solar as a given part of the global energy mix."

"This is a very positive move for skytron-energy," said Jeffrey Casper, Chief Restructuring Officer of AEG Power Solutions and member of the board of directors. "Joining First Solar assures that skytron will continue to provide customers leading-edge monitoring, supervision and plant control solution systems. skytron benefits from the reach of First Solar's powerful sales and service network, as well as its installed base. This deal opens a wealth of prospective growth and development for all parties."

Citing a GTM Research report, Callery said the O&M market size in Europe was 25 gigawatts (GW) in 2013, and is projected to grow to 35GW by 2017. skytron grew its monitored fleet by 37 percent in 2013, and First Solar grew its global monitored fleet by 176 percent in that same period. "There is clearly an opportunity for skytron and First Solar to provide innovative, reliable solutions and expertise to power plant owners," Callery added.

According to Callery, skytron will operate as a subsidiary of First Solar, and will maintain its own brand identity, which has recognized value in its various markets. "skytron-energy employees will remain with the organization," he said, "and operations will continue without disruption."

[R-BgO]

141MW Luz del Norte project supports Chilean renewable energy goal


TEMPE, Ariz.--(BUSINESS WIRE)-- First Solar, Inc. (NASDAQ: FSLR) today announced it has received board approval from the Overseas Private Investment Corporation (OPIC), the U.S. Government's development finance institution, and IFC, a member of the World Bank Group, for financing to support construction of the 141MW(ac) Luz del Norte solar power plant in Chile's Atacama Desert. The loans, which are expected to close later this summer, clear the way for First Solar to proceed with construction planning at the site, which is near the city of Copiapo. Terms of the deals were not disclosed.

The OPIC board approved a loan of up to $230 million; the IFC board approved a $60 million loan.

The Luz del Norte project is the first of several projects First Solar has in its regional development pipeline, and will be the company's initial project to start construction in Chile. The Chilean government's National Energy Strategy includes expansion of the country's renewable energy capacity to 20 percent of its total generated power by 2025. Energy from Luz del Norte will be supplied into the Chilean Central Interconnected System, contributing significantly towards this goal.

"The Latin American region has a growing need for innovative and efficient energy solutions right now," said Tim Rebhorn, Senior Vice President, Americas for First Solar. "This investment support from OPIC and IFC is instrumental in bringing the project in Chile to life."

Chile's Atacama Desert receives some of the planet's steadiest concentrations of direct sunlight, presenting ideal conditions for solar power generation. Widespread utilization of this tremendous resource is relatively new, and Luz del Norte represents an important advancement for development of solar energy in the region.

"The Luz del Norte project is an important step in furthering solar power development in Chile, where the potential for this clean, renewable resource is unrivalled," said Elizabeth Littlefield, OPIC's President and CEO. "OPIC is proud to support this investment in Chile while helping an innovative American company like First Solar expand its operations and create new markets for its products abroad."

"Chile is a global leader in developing solar resources as a low cost element of energy supply," said Bernard Sheahan, IFC Global Head of Infrastructure. "This engagement with Luz del Norte and First Solar exemplifies IFC's efforts to support cutting edge transactions in emerging markets' infrastructure."

Rebhorn said First Solar has been working closely with the Chilean national government, industry, regional authorities and the local community to design, develop and build the Luz del Norte project. He noted that particular effort has been placed on understanding community concerns about environmental impact; national interest in the technology related to connecting the project to the grid; and the broader industry's power requirements, among other important considerations.

"Forming strong, mutually beneficial partnerships with invested constituents is the only way to build a solid foundation for long-term success in this region, and that's what we are working toward," said Rebhorn.

[BlueTornado]

Bin soeben für 40 Euro bedient worden, der Kauf war schon länger geplant.

Ich war ja früher wegen der hohen Bewertung und der niedrigen Wirkungsgrade mal bearish bei First Solar, aber mit der efficiency roadmap vom Frühjahr, dem Temperaturkoeffizienten von CdTe und der starken Bilanz erscheint mir die Aktie eine recht sichere langfristige Investition. Da die Bewertung immernoch 4 Mrd Euro beträgt, werden die Bäume aber auch nicht in den Himmel wachsen: vor 2020 wird ein dreistelliger Kurs (in Dollar) fundamental wohl kaum gerechtfertigt sein. Und darüber hinaus gilt natürlich noch mehr als vorher: Prognosen sind immer schwierig, besonders wenn sie die Zukunft betreffen.

Andere Meinungen zum Wert?

[Pebbles]

Könnte sich jetzt stabilisieren

Bin heute mal mit einer Anfangsposition eingestiegen zum Kurs von 38,641 € (Tradegate).

Es könnte zwar noch nachgeben, aber m. E. ist es charttechnisch soweit, dass man eine Stabilisierung erkennen kann.

Mal schaun.