FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 192)
eröffnet am 20.11.06 12:29:22 von
neuester Beitrag 02.05.24 10:30:50 von
neuester Beitrag 02.05.24 10:30:50 von
Beiträge: 3.107
ID: 1.095.508
ID: 1.095.508
Aufrufe heute: 4
Gesamt: 322.441
Gesamt: 322.441
Aktive User: 0
ISIN: US3364331070 · WKN: A0LEKM · Symbol: FSLR
212,55
USD
+8,26 %
+16,21 USD
Letzter Kurs 01:10:21 Nasdaq
Neuigkeiten
19.05.24 · wallstreetONLINE Redaktion |
21.05.24 · wO Newsflash |
18.05.24 · Felix Haupt Anzeige |
14.05.24 · wO Newsflash |
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 | |
| 1,1700 | +17,00 | |
| 16,700 | +16,78 | |
| 22,320 | +11,10 | |
| 2,1200 | +9,28 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,8500 | -9,86 | |
| 0,5200 | -10,03 | |
| 1,7500 | -11,62 | |
| 76,00 | -13,64 | |
| 26,30 | -15,81 |
Beitrag zu dieser Diskussion schreiben
Feedback
bin heute mit einem gesetzten Stopp-loss bei 168 Euro
rausgeflogen. Bin gespannt wie weit die Reise in den Süden noch geht !
Hätte nicht gedacht das wir bei so einem Umfeld wieder solche
Kurse sehen !
Antwort auf Beitrag Nr.: 34.148.048 von MontPelerin am 22.05.08 05:58:49Die Reaktion nach unten auf diesen Analystenkommentar finde ich übertrieben. Ich meine ebenfalls, dass First Solar hervorragend positioniert ist und noch deutlich Potenzial hat.
Obschon solche Projekte Margendruck erzeugen, finde ich die Stoßrichtung absolut beeindruckend und ermutigend. PV gehört eben nicht nur aufs Dach, sondern muss sich als zentrale Großkraftwerkstechnik durchsetzen. Dass FSLR so etwas überhaupt schon in Angriff nehmen kann, spricht Bände. Man kann den c-Si-Unternehmen nur wünschen, dass sie aus ihrer Silizium-Kostenfalle möglichst bald rauskommen. Die Frage ist nur, wie? 
NEW YORK (Associated Press) - Shares of thin-film solar module maker First Solar Inc. fell Wednesday as a Friedman, Billings, Ramsey analyst downgraded the stock to "Underperform" over concerns about profit margins on utility-scale projects.
FBR analyst Rafi Hassan said that First Solar is attempting to become the first photovoltaic company to become "utility-scale," that is, offer electricity to utilities at less than the amount they bill their customers for electricity.
A typical California utility, he said, may bill its customers 12 cents per kilowatt hour of electricity. Until First Solar's modules can generate electricity for less than 12 cents per kilowatt hour, it has to depend on government subsidies to turn a profit on module sales.
Hassan's colleague, Mehdi Hosseini, said in a client note he is "increasingly concerned about the margin risk as FSLR aggressively pursues utility-scale projects in the U.S. Such risks, in our opinion, are not baked into the stock near $300 and thus not only could be a source of disappointment but could also lead to downside (earnings per share) risk," wrote Hosseini, who cut FBR's rating on the stock to Underperform" from "Market perform."
At the same time, however, Hosseini raised his price target to $200 from $155, largely in response to the company's latest guidance.
Shares fell $15.10, or 5.1 percent, to $284.20 in late afternoon trading. In the past 52 weeks, the shares have more than quadrupled.
NEW YORK (Associated Press) - Shares of thin-film solar module maker First Solar Inc. fell Wednesday as a Friedman, Billings, Ramsey analyst downgraded the stock to "Underperform" over concerns about profit margins on utility-scale projects.
FBR analyst Rafi Hassan said that First Solar is attempting to become the first photovoltaic company to become "utility-scale," that is, offer electricity to utilities at less than the amount they bill their customers for electricity.
A typical California utility, he said, may bill its customers 12 cents per kilowatt hour of electricity. Until First Solar's modules can generate electricity for less than 12 cents per kilowatt hour, it has to depend on government subsidies to turn a profit on module sales.
Hassan's colleague, Mehdi Hosseini, said in a client note he is "increasingly concerned about the margin risk as FSLR aggressively pursues utility-scale projects in the U.S. Such risks, in our opinion, are not baked into the stock near $300 and thus not only could be a source of disappointment but could also lead to downside (earnings per share) risk," wrote Hosseini, who cut FBR's rating on the stock to Underperform" from "Market perform."
At the same time, however, Hosseini raised his price target to $200 from $155, largely in response to the company's latest guidance.
Shares fell $15.10, or 5.1 percent, to $284.20 in late afternoon trading. In the past 52 weeks, the shares have more than quadrupled.
Antwort auf Beitrag Nr.: 34.108.201 von Maurinio am 16.05.08 10:45:03Hallo allerseits,
keine Gewinnmitnahmen! Bin seit 13 Monaten investiert und bleibe
vorläufig dabei!
Karlos 13
keine Gewinnmitnahmen! Bin seit 13 Monaten investiert und bleibe
vorläufig dabei!
Karlos 13
Trading Spotlight
ACHTUNG !!! 
Heute wird es auf den US Märkten Gewinnmitnahmen aus dem Osten geben, dass hat man schon in Japan und China gesehen
Heute wird es auf den US Märkten Gewinnmitnahmen aus dem Osten geben, dass hat man schon in Japan und China gesehen
First Solar Announces Executive Management Appointments
May 14, 2008 (PrimeNewswire via COMTEX News Network) --
Ken Schultz Assumes New Position as Executive Vice President,
Advanced Development
John Carrington Joins First Solar as Executive Vice President, Global
Marketing & Business Development
Jim Miller Joins First Solar as Executive Vice President, Product &
Global Supply Chain Management
TEMPE, Ariz., May 14, 2008 (PRIME NEWSWIRE) -- First Solar (Nasdaq:FSLR) announces the appointment of Ken Schultz, John Carrington and Jim Miller into new executive management positions. Ken Schultz has been appointed as Executive Vice President, Advanced Development, John Carrington as Executive Vice President, Global Marketing & Business Development and Jim Miller as Executive Vice President, Product & Global Supply Chain Management.
Mr. Schultz has led First Solar's marketing and business development efforts for more than 5 years and will now move First Solar forward in the newly created position of Executive Vice President, Advanced Development. In his new role, Mr. Shultz will drive innovation and commercialization of new products, enabling technologies, and business models as First Solar expands into non-subsidized solar markets and continues to reduce module manufacturing costs.
Mr. Carrington has joined First Solar in the role of Executive Vice President, Global Marketing & Business Development, the position most recently held by Mr. Schultz. Mr. Carrington will direct First Solar's global sales and marketing function, including targeted expansions in Europe and the launch of First Solar's entry in the United States. Mr. Carrington brings extensive global marketing experience from his leadership positions with General Electric spanning more than 15 years. Mr. Carrington most recently served as general manager and chief marketing officer of General Electric Plastics (recently sold and re-named SABIC Innovative Plastics). While at GE, he also served as general manager of automotive marketing in Tokyo, Japan; Pacific marketing director in Tokyo; and commercial director for GE's Noryl resin business in Selkirk, New York.
Mr. Miller will oversee product management and supply chain activities including material sourcing, product management, and logistics for product delivery and take-back as part of First Solar's end of life module collection and recycling program. Mr. Miller has in-depth supply chain and product management experience, most recently at Cisco Systems as Vice President of Product Operations and as Vice President, Global Supply Chain Management. Prior to Cisco, Mr. Miller was with Amazon.com as Vice President of Global Supply Chain. He has also had management positions at Intel, Teledesic and IBM.
"These organizational changes are being implemented to better execute our rapid growth in multiple markets throughout Europe and North America. Ken Schultz has built the First Solar sales and marketing function into an industry market leader and in his newly created role will continue to ensure that First Solar remains in a leadership position. I am pleased that John Carrington has joined our team and brings his international and domestic marketing expertise to First Solar," said Mike Ahearn, First Solar Chief Executive Officer. "Jim Miller's expertise and experience is critical to ensuring that First Solar's supply chain keeps up with our planned operational and commercial growth. All of these changes and appointments are evidence of First Solar's continued focus on targeted growth."
May 14, 2008 (PrimeNewswire via COMTEX News Network) --
Ken Schultz Assumes New Position as Executive Vice President,
Advanced Development
John Carrington Joins First Solar as Executive Vice President, Global
Marketing & Business Development
Jim Miller Joins First Solar as Executive Vice President, Product &
Global Supply Chain Management
TEMPE, Ariz., May 14, 2008 (PRIME NEWSWIRE) -- First Solar (Nasdaq:FSLR) announces the appointment of Ken Schultz, John Carrington and Jim Miller into new executive management positions. Ken Schultz has been appointed as Executive Vice President, Advanced Development, John Carrington as Executive Vice President, Global Marketing & Business Development and Jim Miller as Executive Vice President, Product & Global Supply Chain Management.
Mr. Schultz has led First Solar's marketing and business development efforts for more than 5 years and will now move First Solar forward in the newly created position of Executive Vice President, Advanced Development. In his new role, Mr. Shultz will drive innovation and commercialization of new products, enabling technologies, and business models as First Solar expands into non-subsidized solar markets and continues to reduce module manufacturing costs.
Mr. Carrington has joined First Solar in the role of Executive Vice President, Global Marketing & Business Development, the position most recently held by Mr. Schultz. Mr. Carrington will direct First Solar's global sales and marketing function, including targeted expansions in Europe and the launch of First Solar's entry in the United States. Mr. Carrington brings extensive global marketing experience from his leadership positions with General Electric spanning more than 15 years. Mr. Carrington most recently served as general manager and chief marketing officer of General Electric Plastics (recently sold and re-named SABIC Innovative Plastics). While at GE, he also served as general manager of automotive marketing in Tokyo, Japan; Pacific marketing director in Tokyo; and commercial director for GE's Noryl resin business in Selkirk, New York.
Mr. Miller will oversee product management and supply chain activities including material sourcing, product management, and logistics for product delivery and take-back as part of First Solar's end of life module collection and recycling program. Mr. Miller has in-depth supply chain and product management experience, most recently at Cisco Systems as Vice President of Product Operations and as Vice President, Global Supply Chain Management. Prior to Cisco, Mr. Miller was with Amazon.com as Vice President of Global Supply Chain. He has also had management positions at Intel, Teledesic and IBM.
"These organizational changes are being implemented to better execute our rapid growth in multiple markets throughout Europe and North America. Ken Schultz has built the First Solar sales and marketing function into an industry market leader and in his newly created role will continue to ensure that First Solar remains in a leadership position. I am pleased that John Carrington has joined our team and brings his international and domestic marketing expertise to First Solar," said Mike Ahearn, First Solar Chief Executive Officer. "Jim Miller's expertise and experience is critical to ensuring that First Solar's supply chain keeps up with our planned operational and commercial growth. All of these changes and appointments are evidence of First Solar's continued focus on targeted growth."
Antwort auf Beitrag Nr.: 34.074.438 von WildeMathilde am 12.05.08 10:38:25Schau Dir lieber mal die MK an
Aktuell war es ein Doppeltop
naja, mir fällt da schon einiges ein, was gegen einen kauf von fslr sprechen würde. als erstes mal die marktkapitalisierung. die frage ist, wie weit da überhaupt noch spielraum nach oben sein kann. das mit dem doppeltop sehe ich nicht soh tragisch, da ich sowieso erst einsteige, wenn fslr das allzeithoch geknackt hat. das doppeltop wäre somit aufgelöst.
die größten bedenken habe ich aber wegen der euphorischen stimmung bezüglich first solar. die kann man gut messen, indem man die postings im yahoo-pusherforum mal misst. von meinen fünf bis zehn in frage kommenden kaufmöglichkeiten sticht hier fslr durch minütliches posten von pushern hervor. eigentlich ein zeichen, dass es nicht mehr weiter hoch gehen kann.
positiv dagegen wieder die hervorragende relative stärke zum gesamtmarkt, aber auch zur solarbranche. fslr war die erste aktie, die april das allzeithoch zurückerobert hat. jetzt die vorbildliche konsolidierungsphase. eigentlich passt es vom chart her.
positiv ist also die relative stärke, negativ die extrem euphorische stimmung und natürich die hohe bewertung.
Aktuell war es ein Doppeltop
naja, mir fällt da schon einiges ein, was gegen einen kauf von fslr sprechen würde. als erstes mal die marktkapitalisierung. die frage ist, wie weit da überhaupt noch spielraum nach oben sein kann. das mit dem doppeltop sehe ich nicht soh tragisch, da ich sowieso erst einsteige, wenn fslr das allzeithoch geknackt hat. das doppeltop wäre somit aufgelöst.
die größten bedenken habe ich aber wegen der euphorischen stimmung bezüglich first solar. die kann man gut messen, indem man die postings im yahoo-pusherforum mal misst. von meinen fünf bis zehn in frage kommenden kaufmöglichkeiten sticht hier fslr durch minütliches posten von pushern hervor. eigentlich ein zeichen, dass es nicht mehr weiter hoch gehen kann.
positiv dagegen wieder die hervorragende relative stärke zum gesamtmarkt, aber auch zur solarbranche. fslr war die erste aktie, die april das allzeithoch zurückerobert hat. jetzt die vorbildliche konsolidierungsphase. eigentlich passt es vom chart her.
positiv ist also die relative stärke, negativ die extrem euphorische stimmung und natürich die hohe bewertung.
http://investor.firstsolar.com/secfiling.cfm?filingid=950123…
Habe ich noch gar nicht gewußt, unser Solar Liebling bekommt Geld von der berühmten IKB Kreditbank, netter Zinssatz 4,65%. Neija, auf jeden Fall hat First Solar einen Kredit über ca. 133 Mio Euro um dafür Equipment von deutschen Firmen zukaufen.
The Original Lenders have agreed to make available to the Borrower a facility of up to EUR 133,960,000 to partially finance the supply and construction of the Equipment and certain finance costs.
IKB DEUTSCHE INDUSTRIEBANK AKTIENGESELLSCHAFT
"Arranger" - also kein Geld, nur Abwicklung?
Hermes Guarantee
Original Fixed Rate Lender ” means AKA Ausfuhrkredit-Gesellschaft mbH.
The Parties agree that the German statutory law principle of reasonableness/good faith ( Treu und Glauben ) shall apply to this Agreement.
usw. ellenlanges Ding...
Weiß jemand welche deutschen Firmen dort hinliefern?
Aixtron auch dabei?
Habe ich noch gar nicht gewußt, unser Solar Liebling bekommt Geld von der berühmten IKB Kreditbank, netter Zinssatz 4,65%. Neija, auf jeden Fall hat First Solar einen Kredit über ca. 133 Mio Euro um dafür Equipment von deutschen Firmen zukaufen.
The Original Lenders have agreed to make available to the Borrower a facility of up to EUR 133,960,000 to partially finance the supply and construction of the Equipment and certain finance costs.
IKB DEUTSCHE INDUSTRIEBANK AKTIENGESELLSCHAFT
"Arranger" - also kein Geld, nur Abwicklung?
Hermes Guarantee
Original Fixed Rate Lender ” means AKA Ausfuhrkredit-Gesellschaft mbH.
The Parties agree that the German statutory law principle of reasonableness/good faith ( Treu und Glauben ) shall apply to this Agreement.
usw. ellenlanges Ding...
Weiß jemand welche deutschen Firmen dort hinliefern?
Aixtron auch dabei?
Antwort auf Beitrag Nr.: 34.068.644 von steven_trader am 09.05.08 21:42:08@steve!!!!
Schau Dir lieber mal die MK an
Aktuell war es ein Doppeltop
Schau Dir lieber mal die MK an
Aktuell war es ein Doppeltop
Durchsuchen
21.05.24 · wO Newsflash · Amazon |
19.05.24 · wallstreetONLINE Redaktion · Morgan Stanley |
14.05.24 · wO Newsflash · Boeing |
01.05.24 · wallstreetONLINE Redaktion · Allstate |
30.04.24 · BörsenNEWS.de · Allstate |
