FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 14)
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ISIN: US3364331070 · WKN: A0LEKM · Symbol: FSLR
212,30
USD
+8,13 %
+15,96 USD
Letzter Kurs 00:16:01 Nasdaq
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Höhere Nachfrage: Diese drei Unternehmen werden Gewinner der US-Strafzölle gegen China seinWerte aus der Branche Erneuerbare Energien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,8700 | +59,83 | |
| 16,700 | +16,78 | |
| 22,320 | +11,10 | |
| 2,1200 | +9,28 | |
| 212,30 | +8,13 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,8500 | -9,86 | |
| 0,5200 | -10,03 | |
| 1,7500 | -11,62 | |
| 76,00 | -13,64 | |
| 26,30 | -15,81 |
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Gibt es eine Nachricht für die -8 % heute?
https://www.pv-magazine.de/2018/04/27/first-solar-baut-groes…" target="_blank" rel="nofollow ugc noopener">https://www.pv-magazine.de/2018/04/27/first-solar-baut-groes…
Antwort auf Beitrag Nr.: 57.030.807 von R-BgO am 15.02.18 10:00:06https://www.greentechmedia.com/articles/read/50-megawatt-bat…
Mix of Solar and Batteries Is Beating Natural Gas
February 13, 2018
By Chris Martin and Mark Chediak, Bloomberg
http://www.renewableenergyworld.com/articles/2018/02/mix-of-…
Natural gas is getting edged out of power markets across the U.S. by two energy sources that, together, are proving to be an unbeatable mix: solar and batteries.
In just the latest example, First Solar Inc. won a power contract to supply Arizona’s biggest utility when electricity demand on its system typically peaks, between 3 p.m. and 8 p.m. The panel maker beat out bids from even power plants burning cheap gas by proposing to build a 65-MW solar farm that will, in turn, feed a 50-MW battery system. [MWh rating was not released.]
It’s a powerful combination for meeting peak demand because of when the sun shines. Here’s how it’ll work: The panels will generate solar power when the sun’s out to charge the batteries. The utility will draw on those batteries as the sun starts to set and demand starts to rise.
Just last week, NextEra Energy Inc.’s Florida utility similarly installed a battery system that’ll back up a solar farm and boost generation. In California, regulators have called on PG&E Corp. to use batteries or other non-fossil fuel resources instead of supplies from gas-fired plants to meet peak demand.
And batteries may be about to get even more competitive. Federal Energy Regulatory Commission Chairman Kevin McIntyre said he expects the agency to decide Thursday on a proposed rule that could remove barriers to energy storage participating more in wholesale markets.
Arizona Public Service Co. spokeswoman Annie DeGraw said the bid the utility received from First Solar was “very competitive, and it had the added benefit of being clean.”
February 13, 2018
By Chris Martin and Mark Chediak, Bloomberg
http://www.renewableenergyworld.com/articles/2018/02/mix-of-…
Natural gas is getting edged out of power markets across the U.S. by two energy sources that, together, are proving to be an unbeatable mix: solar and batteries.
In just the latest example, First Solar Inc. won a power contract to supply Arizona’s biggest utility when electricity demand on its system typically peaks, between 3 p.m. and 8 p.m. The panel maker beat out bids from even power plants burning cheap gas by proposing to build a 65-MW solar farm that will, in turn, feed a 50-MW battery system. [MWh rating was not released.]
It’s a powerful combination for meeting peak demand because of when the sun shines. Here’s how it’ll work: The panels will generate solar power when the sun’s out to charge the batteries. The utility will draw on those batteries as the sun starts to set and demand starts to rise.
Just last week, NextEra Energy Inc.’s Florida utility similarly installed a battery system that’ll back up a solar farm and boost generation. In California, regulators have called on PG&E Corp. to use batteries or other non-fossil fuel resources instead of supplies from gas-fired plants to meet peak demand.
And batteries may be about to get even more competitive. Federal Energy Regulatory Commission Chairman Kevin McIntyre said he expects the agency to decide Thursday on a proposed rule that could remove barriers to energy storage participating more in wholesale markets.
Arizona Public Service Co. spokeswoman Annie DeGraw said the bid the utility received from First Solar was “very competitive, and it had the added benefit of being clean.”
Trading Spotlight
8point3, the Joint-Venture Yieldco of First Solar and SunPower, Enters into a Definitive Agreement to be Acquired by Capital Dynamics
February 5, 2018 at 5:21 PM EST
TEMPE, Ariz. and SAN JOSE, Calif., Feb. 5, 2018 /PRNewswire/ --
First Solar, Inc. (NASDAQ: FSLR) ("First Solar") and SunPower Corporation (NASDAQ: SPWR) ("SunPower" and, together with First Solar, the "Sponsors") today announced that their joint-venture yieldco, 8point3 Energy Partners LP ("8point3" or the "Partnership"), has entered into an Agreement and Plan of Merger and Purchase Agreement (the "Merger Agreement") with CD Clean Energy and Infrastructure V JV, LLC, an investment fund managed by Capital Dynamics, Inc., and certain other co-investors (collectively, "Capital Dynamics"), pursuant to which Capital Dynamics will acquire 8point3 through an acquisition of 8point3 General Partner, LLC (the "General Partner"), the general partner of the Partnership (such transaction, the "GP Transfer"), all of the outstanding Class A shares in the Partnership and all of the outstanding common and subordinated units and incentive distribution rights in 8point3 Operating Company, LLC ("OpCo"), the Partnership's operating company (the "Proposed Transactions").
Pursuant to the Proposed Transactions, the Partnership's Class A shareholders and the Sponsors, as holders of common and subordinated units in OpCo, will receive $12.35 per share or per unit in cash, plus a preset daily amount representing cash expected to be generated from December 1, 2017 through closing less any distributions received after the execution of the Merger Agreement. No consideration will be received by the Sponsors for the incentive distribution rights and the GP Transfer pursuant to the Proposed Transactions.
* Proposed Transactions represent about $977 million in equity value and about $1.7 billion in enterprise value
* Culmination of an extensive and competitive marketing process with more than 130 parties contacted
* Committed debt financing secured by Capital Dynamics enhances certainty of closing the Proposed Transactions
* Proposed Transactions unanimously approved by the Conflicts Committee of the Board of Directors of 8point3 and approved by the Board of Directors of the General Partner as well as the Boards of Directors of First Solar and SunPower
* Proposed Transactions expected to close in second fiscal quarter or third fiscal quarter of 2018
The completion of the Proposed Transactions is subject to a number of closing conditions, including approval by a majority of the outstanding 8point3 public Class A shareholders, the expiration of the waiting period under the Hart-Scott-Rodino (HSR) Antitrust Improvements Act of 1976, Federal Energy Regulatory Commission (FERC) Section 203 approval and the approval of the Committee on Foreign Investment in the United States (CFIUS). The Sponsors, which are the indirect owners of the General Partner and approximately 64.5 percent of OpCo's outstanding units, have executed an agreement to vote in support of the Proposed Transactions. Additionally, the Proposed Transactions are subject to certain other customary closing conditions.
8point3 will host a conference call for investors to discuss the Proposed Transactions at 2:30 p.m., Pacific Time, on February 5, 2018. The call will be webcast and can be accessed from 8point3's website at http://ir.8point3energypartners.com.
February 5, 2018 at 5:21 PM EST
TEMPE, Ariz. and SAN JOSE, Calif., Feb. 5, 2018 /PRNewswire/ --
First Solar, Inc. (NASDAQ: FSLR) ("First Solar") and SunPower Corporation (NASDAQ: SPWR) ("SunPower" and, together with First Solar, the "Sponsors") today announced that their joint-venture yieldco, 8point3 Energy Partners LP ("8point3" or the "Partnership"), has entered into an Agreement and Plan of Merger and Purchase Agreement (the "Merger Agreement") with CD Clean Energy and Infrastructure V JV, LLC, an investment fund managed by Capital Dynamics, Inc., and certain other co-investors (collectively, "Capital Dynamics"), pursuant to which Capital Dynamics will acquire 8point3 through an acquisition of 8point3 General Partner, LLC (the "General Partner"), the general partner of the Partnership (such transaction, the "GP Transfer"), all of the outstanding Class A shares in the Partnership and all of the outstanding common and subordinated units and incentive distribution rights in 8point3 Operating Company, LLC ("OpCo"), the Partnership's operating company (the "Proposed Transactions").
Pursuant to the Proposed Transactions, the Partnership's Class A shareholders and the Sponsors, as holders of common and subordinated units in OpCo, will receive $12.35 per share or per unit in cash, plus a preset daily amount representing cash expected to be generated from December 1, 2017 through closing less any distributions received after the execution of the Merger Agreement. No consideration will be received by the Sponsors for the incentive distribution rights and the GP Transfer pursuant to the Proposed Transactions.
* Proposed Transactions represent about $977 million in equity value and about $1.7 billion in enterprise value
* Culmination of an extensive and competitive marketing process with more than 130 parties contacted
* Committed debt financing secured by Capital Dynamics enhances certainty of closing the Proposed Transactions
* Proposed Transactions unanimously approved by the Conflicts Committee of the Board of Directors of 8point3 and approved by the Board of Directors of the General Partner as well as the Boards of Directors of First Solar and SunPower
* Proposed Transactions expected to close in second fiscal quarter or third fiscal quarter of 2018
The completion of the Proposed Transactions is subject to a number of closing conditions, including approval by a majority of the outstanding 8point3 public Class A shareholders, the expiration of the waiting period under the Hart-Scott-Rodino (HSR) Antitrust Improvements Act of 1976, Federal Energy Regulatory Commission (FERC) Section 203 approval and the approval of the Committee on Foreign Investment in the United States (CFIUS). The Sponsors, which are the indirect owners of the General Partner and approximately 64.5 percent of OpCo's outstanding units, have executed an agreement to vote in support of the Proposed Transactions. Additionally, the Proposed Transactions are subject to certain other customary closing conditions.
8point3 will host a conference call for investors to discuss the Proposed Transactions at 2:30 p.m., Pacific Time, on February 5, 2018. The call will be webcast and can be accessed from 8point3's website at http://ir.8point3energypartners.com.
Antwort auf Beitrag Nr.: 56.819.413 von R-BgO am 24.01.18 22:44:59
sie haben immer noch die mit Abstand stärkste Bilanz im Sektor.
Offen ist, ob sie die Transition zu den neuen Modulen wirklich so flawless hinbekommen, wie der Markt inzwischen einzupreisen scheint.
Bleibt spannend.
für den 2017er-Abschluß rechne ich mit ca. 300 MUSD Gewinn,
also KGV von 23 und KBV von 1,3;sie haben immer noch die mit Abstand stärkste Bilanz im Sektor.
Offen ist, ob sie die Transition zu den neuen Modulen wirklich so flawless hinbekommen, wie der Markt inzwischen einzupreisen scheint.
Bleibt spannend.
Antwort auf Beitrag Nr.: 52.432.380 von R-BgO am 18.05.16 17:41:48
Glückwunsch an die Käufer.
Weil aber unverändert die Optionsprämien ziemlich hoch sind, habe heute trotz des gegenüber den Tiefs doppelten Niveaus, heu aufgemacht:
short-put Jun18@60$ zu 4,19
Kauf Aktie zu $ 68,08
short-call Jun18@70$ zu 7,40
=> ergibt zusammen eingesetztes Kapital je Aktie von 0,5 * (68,08+60-4,19-7,40) = $ 58,25 -also 14,4% "Rabatt"- und bei Ausübung des calls maximale upside von $65, also 11,6% mehr innerhalb von 5 Monaten
nach zwischenzeitlich wildem Ritt sind vergangenen Freitag alle meine Optionen ausgelaufen...
die short-Calls wurden sämtlich ausgeübt, die short-Puts sind alle verfallen;Glückwunsch an die Käufer.
Weil aber unverändert die Optionsprämien ziemlich hoch sind, habe heute trotz des gegenüber den Tiefs doppelten Niveaus, heu aufgemacht:
short-put Jun18@60$ zu 4,19
Kauf Aktie zu $ 68,08
short-call Jun18@70$ zu 7,40
=> ergibt zusammen eingesetztes Kapital je Aktie von 0,5 * (68,08+60-4,19-7,40) = $ 58,25 -also 14,4% "Rabatt"- und bei Ausübung des calls maximale upside von $65, also 11,6% mehr innerhalb von 5 Monaten
Sehr positiver analystenkommentar heute, allerdings ohne jede Begründung
http://www.aktiencheck.de/exklusiv/Artikel-First_Solar_Aktie…
http://www.aktiencheck.de/exklusiv/Artikel-First_Solar_Aktie…
SORRY
Falsche Aktie. Nur "FIRST" stimmt überein. 
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