FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 200)

[solarauktion]

Antwort auf Beitrag Nr.: 33.600.196 von solarauktion am 10.03.08 18:11:36

geht imer hübsch weiter runter...

18:26:42 Geld (bid) 118,93

Soli

[solarauktion]

Antwort auf Beitrag Nr.: 33.584.228 von solarauktion am 07.03.08 21:51:05

angekommen


18:10:09 Realtime-Kurs Geld (bid) 119,79

Soli

nächstes KZ: 110 Euro

[solarauktion]

Antwort auf Beitrag Nr.: 33.553.629 von solarauktion am 05.03.08 10:01:42

Hi solarfreunde,

mein KZ ist bald erreicht: 120 Euro

Soli

[solarauktion]

Antwort auf Beitrag Nr.: 33.553.518 von meinolf67 am 05.03.08 09:51:47

meinolf67 ,

klar kommt die Zahl von mir. ich habe mich - was jeder sofort sieht - doch ganz offensichtlich vertippt. Das sieht jeder - nur DU nicht. Du hast die Zahl offenbar ernst genommen.

Aber deinen Pessimismus eines KZ von 10 Euro teile ich absolut nicht.

Mein KZ lauet: 120 Euro
SOlI

[meinolf67]

Antwort auf Beitrag Nr.: 33.553.303 von solarauktion am 05.03.08 09:29:28

Die Zahl kommt von Dir selbst, nicht von mir!

[solarauktion]

Antwort auf Beitrag Nr.: 33.550.532 von meinolf67 am 04.03.08 21:18:53

meinolf67

KZ: 120 Euro

10 Euro wären nun doch etwas wenig...

Aber interessant, dass du 10 Euro ernsthaft in Erwägung ziehst.
aber soweit geht es wohl nicht runter.


Soli

[meinolf67]

Antwort auf Beitrag Nr.: 33.550.316 von solarauktion am 04.03.08 21:02:36

Na watt denn nu... KZ

120 Euro oder
10 Euro (im Nebenthread)...?

Bist Du immer so präzise?

Dann weißt Du wahrscheinlich auch nicht, ob Du in Europa oder in Afrika wohnst...

[solarauktion]

Liebe solarfreunde,

FIRST SOLAR INC. säuft offenbar weiter ab. Die 130 er - Marke wird wohl nach unten durchbrochen. Damit geht der Abwärtstrend unaufhaltsam weiter.

Mein KZ: 120 Euro


SOLI

[Dere]

Best 1-Year Performer: First Solar
February 25, 2008

Call it a year in the sun.

Enthusiasm about the prospects for big solar projects and an increase in orders lifted First Solar Inc. to a stunning 795.2% total return in 2007, making it the top one-year performer among 1,000 companies in this year's Shareholder Scoreboard.

Founded in 1999, the company makes solar modules that create electricity through a thin-film method that uses cadmium telluride as the semiconductor material, instead of polysilicon, which has been in short supply since 2004. Starting with a sheet of glass, First Solar creates solar modules in a continuous process that yields finished product two hours later.


The company went public in late 2006 at $20 a share and closed Friday at $211.74. The shares hit an intraday peak of $283 in late December. A $1,000 investment in First Solar at the end of 2006 would have been worth $8,952 just a year later, compared with $1,055 for a similar investment in the Standard & Poor's 500 index.

First Solar's performance reflects bullish sentiment about renewable energy in general and solar technology in particular. Many solar-energy firms are limited only by how much product they can turn out.

First Solar operates three high-volume manufacturing lines at a plant opened in 2003 in Perrysburg, Ohio, and has four lines at a plant in Frankfurt-Oder, Germany, opened in 2007. It is building four new plants with a total of 16 production lines in Malaysia, expected to be in full swing by late 2009.

Late last year, the company said it had orders for $6 billion of solar modules, enough to soak up most of its production from 2007 through 2012. Earlier this month, it reported that revenue had nearly quadrupled in 2007 and earnings had soared almost 40-fold from the year before.

The stock price has risen so far so fast that some analysts advise caution. In late January, Wedbush Morgan Securities initiated coverage with a hold rating, noting that expected earnings for three years already are factored into First Solar's share price.

Still, analyst Al Kaschalk at Wedbush Morgan in Los Angeles says First Solar is doing some smart things, such as offering solar modules to utilities willing to pay premium prices for resources that reach peak productivity when air-conditioning demand stresses the power grid. A year ago, the company announced a deal to furnish modules to a 40-megawatt solar plant in Germany. "They're picking off the edges of the market where they can help [boost the power] grid," Mr. Kaschalk says.

When its Malaysia plants come on line, First Solar hopes to make solar modules that could produce as much as one gigawatt of power annually, more than tripling its current capacity. Its goal is to sell the modules wholesale for $1 per watt of capacity by 2012, compared with a cost of $2.48 per watt late last year. At $1 per watt, the prices would be competitive with other power sources without the government subsidies that support the solar industry now.

Many industry observers expect solar power to become common, propelled by falling costs, a desire for greater domestic energy security and a push to address climate change by using nonfossil fuels.

One drawback of solar technology is that it takes lots of modules spread over a large geographic area to make a significant amount of electricity. Project costs are driven by land and equipment costs. By contrast, a gas-fired power plant makes vast amounts of electricity from a small footprint. Fuel, not equipment or land, drives the cost.

[emittent]

Antwort auf Beitrag Nr.: 33.461.500 von UWR_Kerl am 24.02.08 19:54:46

oder direkt ein paar Shares vom Lieferanten 5N:
beide Beiträge zwar schon etwas älter:, aber wer vor 2 Monaten
'5N' in Canada gekauft hat - vom IPO 3 auf nun $10! ...

First Solar jumps, 5N follows
by Tyler on Wed 13 Feb 2008 09:47 PM EST

As suspected, investors are beginning to hitch Montreal-based 5N Plus's wagon to the success of First Solar, which busted past analysts' expectations today by reporting an eightfold increase in profit in its fourth quarter. This news sent First Solar's shares surging 30 per cent higher today and injected new vigour into a solar market that has taken a beating in recent weeks. Just behind it was 5N, which makes and is the largest supplier of high-purity cadmium telluride for First Solar. This material is a core ingredient to First Solar's thin-film solar modules, which are benefiting from low-cost manufacturing. 5N saw its shares rocket 18 per cent higher today because of the First Solar news.

Now, some analysts have raised possible concerns that there will be constraints on cadmium telluride resources at some point, but likely not until 2011. They've also pointed out that First Solar will, if it's smart -- and by all accounts it appears very smart -- begin to find new cadmium telluride suppliers and spread the wealth more equally between them and 5N. That said, there's nothing stopping 5N from pursuing other solar customers and markets, and even if First Solar does spread the wealth more eventually 5N still stands to grow over time as First Solar's demands become greater and greater.

Nice to see this Canadian company doing so well just two months after it's IPO, which was priced at $3. Today the stock broke $10 before settling just under.


Link:http://tyler.blogware.com/blog/_archives/2008/2/13/3522598.h…

und das sagt 5N zur neuen Fabrik in Germany (near FSLR...)
New facility in Germany


The construction of a new 4000m2 production plant is well
underway in the town of Eisenhüttenstadt in Germany.
5N PV, a subsidiary of 5N Plus will produce high purity
metals as well as provide all related recycling services.
For more details…
http://206.41.92.188/index.php?option=com_content&task=view&…