FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 115)

[DeppenBoerse]

Ist da nicht Buffet eingestiegen??

[Crowww]

- 22% hier ist was los.

[atze50]

hi leute kurz ne zwischenfrage:

wieso schüttet FS keine Dividende aus, obwohl sie fast 6,- Gewinn pro Aktie machen???

[sunfever]

und:

Umsatzwarnung wegen Projektverzögerungen. Neuer Ausblick, auch für 2012.

-2011 Umsatz 2,8-2,9 Mrd.USD; Gewinn 5,75-6,00 $/Aktie
-2012 Umsatz 3,7-4,0 Mrd.USD; Gewinn 3,75-4,25 $/Aktie

Margendruck !!!

http://finance.yahoo.com/news/First-Solar-Updates-2011-bw-27…

[Kubanisch_Rauchen]

cheffe de technike gehte

[mfierke]

Antwort auf Beitrag Nr.: 42.478.311 von sunfever am 14.12.11 11:39:45

was ist denn hier los, werden jetzt alle guten Werte zerpflückt?? grausam

[sunfever]

Cheftechniker und Mitglieder des Teams verlassen First Solar !!!!!!

First Solar's Chief Technologist Steps Down

DECEMBER 14, 2011, 1:46 A.M. ET

By YULIYA CHERNOVA

First Solar Inc. Chief Technologist Markus Beck and other members of his Santa Clara, Calif.-based team are leaving the solar panel company as it tightens its focus on its core solar technology amid a decline in the market, according to a person familiar with the situation.

Mr. Beck joined First Solar in 2008 after serving as chief technologist in the early period of development at Solyndra Inc., a start-up that has recently been embroiled in a political firestorm after burning through a large federal loan and then filing for bankruptcy. At both companies Mr. Beck focused on developing solar cells based on copper indium gallium selenide, or CIGS, a potentially high-efficiency semiconductor that could theoretically be produced at a lower cost than versions made of other materials.

First Solar's core technology is based on cadmium telluride solar cells.

The person familiar with the situation said the decision to scale back the CIGS effort at First Solar was financial, and didn't have to do with the lack of progress on the technical side.

First Solar has kept its CIGS efforts under wraps, not indicating how many people are working on it. It isn't clear how many other people, besides Mr. Beck, are leaving the company. Beck reported to the company's chief technology officer, David J. Eaglesham.

First Solar representatives didn't immediately respond to a request for comment. The company is due to release its 2012 revenue and earnings guidance on Wednesday.

First Solar, long a beacon in solar manufacturing, hasn't escaped the deterioration in the market. The Tempe, Ariz.-based company has been under pressure from falling solar panel prices and its cost advantage erodes next to competitors from China.

The company has been cutting costs, for example, by deciding to scale back its manufacturing expansion plans last month, under the leadership of Chairman Michael J. Ahearn, who is also serving as the company's chief executive following the departure of Rob Gillette, who left the company October.

Some analysts have said developing an alternative to the First Solar's cadmium telluride solar cells would be key to making the company more competitive, but the effort would require capital that is now in shorter supply in the market. First Solar's Nasdaq-listed shares are trading at about a third of their value compared with the beginning of the year, closing at $42.57 on Tuesday. Still the company posted a profit of $196.5 million on $1.01 billion in sales for the third quarter.

"CIGS or CIS is the rabbit in the hat First Solar needs to compete with silicon modules from China—however, that rabbit may already be cooked," given that Japanese competitor Solar Frontier KK, a wholly owned subsidiary of Showa Shell Sekiyu K.K., already has a more efficient product, said Jesse Pichel, an analyst at Jefferies.

Even as Mr. Beck and others leave First Solar's CIGS effort, the technology is still being developed by several U.S. start-ups. A former First Solar executive, John Carrington, recently became CEO of a Santa Clara start-up called MiaSole that is developing CIGS-based technologies. Another start-up, SoloPower Inc., received a $197 million Department of Energy loan to build a factory in Oregon to make CIGS-based solar cells.

Q:wsj.com

[BlueTornado]

Ich wäre mir nicht so sicher, ob der Tiefpunkt erreicht ist. Die Margen werden weiterhin unter Druck bleiben und die Umsätze sind schon aufgrund der Produktionskapazität begrenzt.
Und um eine Marktkapitalisierung von immernoch knapp 4 Mrd US$ zu rechtfertigen müssen schon satte Gewinne gemacht werden.

Natürlich weiß ich auch nicht, was die Zukunft bringt, aber wenn die Wirkungsgrade nicht signifikant zulegen, könnte die Zukunft wenig rosig werden. Denn kristallin ist auch günstig und z.B. alpha-Si ist richtig billig (man suche "ThinFab" oder wie das Ding heißt von Oerlikon)...

Wobei andererseits der potenzielle Markt in den USA riesig ist. Der Stromverbrauch ist dort fast zehnmal so hoch wie in Deutschland, weshalb sich 100 GW vergleichsweise bequem verkraften lassen sollten.

Blue T.

[Kubanisch_Rauchen]

Ich glaube es ist für ein paar Buden, so auch FSLR, der Tiefpunkt erreicht gewesen.

[abitur2]

Deswegen habe ich ja explizit nach eurer Menung gefragt, nicht nach der tatsächlichen zukünftigen Entwicklung