FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 255)

[Nussriegel]

Antwort auf Beitrag Nr.: 32.308.815 von Hoerschwelle am 06.11.07 15:18:46

da werden sie bald nochmal nachbessern müssen bei der Deutschen Bank

[Hoerschwelle]

First Solar "buy," target price raised

Tuesday, November 06, 2007 8:46:50 AM ET
Deutsche Securities

NEW YORK, November 6 (newratings.com) - Analysts at Deutsche Bank Securities reiterate their "buy" rating on First Solar Inc (ticker: FSLR). The target price has been raised from $140 to $170.

http://www.newratings.com/analyst_news/article_1645031.html

[Hoerschwelle]

Vorbörslich 164 Dollar

[Hoerschwelle]

Antwort auf Beitrag Nr.: 32.306.265 von Nussriegel am 06.11.07 12:29:51

Ich galaub die haben eine Margen von 43 - 50 % wenn ich mich nicht irre, die dürfte erst sinken wenn die anderen Werke ans Netz gehen und die RampUp kosten eingepreist werden müssen.

Man überlege sich, die verkaufen für 1 €uro pro Watt , die anderen verkaufen für, ich meine (unreflektiert) bei 2,70 - 3,10 €uroenen.


Wie dem auch sei, Donnerstag Zahlen, Freitag Präsentation auf der Pacific Growth Equities 2007 Clean Technology & Industrial Growth Conference

Ich hab keine Sorgen mit dem Papier.

[Nussriegel]

Antwort auf Beitrag Nr.: 32.286.396 von Hoerschwelle am 05.11.07 09:01:22

genau diese haupteigentümerschaften war für mich zusammen mit der Ausschreibung vom 1.4.07 der Hauptgrund, FSLR zu kaufen, damals eigentlich als Kurzfristige Sache.
Ich war sehr überrascht, dass der Auftrag anderweitig vergeben wurde, aber auch ohne lief die Aktie wie ein Frettchen, daher hab ich sie behalten.
Die News von gestern Abend dürfte dem Kurs weiter Auftrieb geben.
Die Frage für mich ist nun, mit welchem Rve pro installiertem KW man rechnen kann/sollte.

[Hoerschwelle]

06.11.2007 09:07
First Solar IncShs: sector perform (CIBC World Markets Inc.)

Toronto (aktiencheck.de AG) - Die Analysten von CIBC World Markets stufen die Aktie von First Solar (ISIN US3364331070 (Nachrichten)/ WKN A0LEKM) in einer Ersteinschätzung mit "sector perform" ein.

Nach Ansicht der Analysten sei die Aktie derzeit angemessen bewertet. Es würde bereits das Gewinnpotenzial des Jahres 2009 eingepreist.

Auf Grund der begrenzten Abhängigkeit von teurem Polysilizium gebe es andere Sektorfavoriten wie JA Solar Holdings.

Vor diesem Hintergrund nehmen die Analysten von CIBC World Markets die Bewertung der Aktie von First Solar mit dem Votum "sector perform" auf. (Analyse vom 05.11.07) (05.11.2007/ac/a/a) Analyse-Datum: 05.11.2007
http://www.finanznachrichten.de/nachrichten-2007-11/artikel-…


Warum nur dürfen AnalZysten so einen unwissenden Schwachsinn schreiben? begrenzte Abhängigkeit von Polysiltzium

Die Spacken muss man wegen Falschaussagen echt verklagen! So dümmlich wie die sind, da geht echt nix drüber, den würd ich aus meiner Fa. achtkantig rausschmeissen!!!

Was haben JA Solar und FSLR miteinander zu tun? NICHTS!!!

[ProfRupi]

Das sind ja ganz leckere News!!! FIRST-SOLAR ist die Perle unter den Photovoltaikerzeugern.

Unglaublich, was die aufstellen.

[Hoerschwelle]

First Solar Announces Expansion
Additional Four Production Lines to Support New Long Term Module Supply Agreements Totalling 557MW

PHOENIX, Nov. 5, 2007 (PRIME NEWSWIRE) -- First Solar, Inc. (Nasdaq:FSLR) announced today that it has entered into new long term module supply agreements with a subsidiary of international investment and funds and asset manager Babcock & Brown (Australia:BNB), and Ecostream Switzerland GmbH, a subsidiary of Econcern BV, which focuses on developing solutions for sustainable energy supply. The new agreements expand contracted module volume by a total of 557MW, allowing for additional sales of approximately $1 billion at an assumed exchange rate of $1.30/E1.00 over the period of 2008 to 2012. The agreements are structured on terms similar to First Solar's existing long term supply agreements.


To meet the demand expected from the sales contracts, First Solar's board of directors has approved the construction of a fourth manufacturing plant in Malaysia with four production lines, bringing the total number of production lines to 16 for the Malaysian Manufacturing Center. The new plant is scheduled to start production in the second half of 2009 and will be built adjacent to the three previously announced plants currently under construction in Malaysia.

About First Solar

First Solar, Inc. (Nasdaq:FSLR) manufactures solar modules with an advanced thin film semiconductor process that significantly lowers solar electricity costs. By enabling clean renewable electricity at affordable prices, First Solar provides an economic alternative to peak conventional electricity and the related fossil fuel dependence, greenhouse gas emissions and peak time grid constraints. For more information about First Solar, please visit www.firstsolar.com.

The First Solar, Inc. logo is available at http://www.primenewswire.com/newsroom/prs/?pkgid=3052

About Babcock & Brown

Babcock & Brown is a global investment and funds and asset management firm. Babcock & Brown was founded in 1977 and is listed on the Australian Stock Exchange. Babcock & Brown operates from 29 offices across Australia, North America, Europe, Asia, United Arab Emirates and Africa and has in excess of 1,250 employees worldwide. Babcock & Brown has four operating divisions including real estate, infrastructure and project finance, operating leasing, corporate & structured finance. The company has established a funds management platform across the operating divisions that has resulted in the creation of a number of focused investment vehicles in areas including real estate, renewable energy and infrastructure. For more information about Babcock & Brown, please visit www.babcockbrown.com.

About Ecostream

Ecostream provides high quality solar systems at a competitive price. With two decades of experience, Ecostream has installed 4,000 renewable energy systems across Europe providing investors, farmers, small and medium enterprises and private home owners with long-term financial benefits. In Europe, Ecostream is growing quickly in the construction of ground based and roof top systems including projects in Spain, Germany and Italy. Ecostream is part of the Econcern group, whose mission is to ensure "a sustainable energy supply for everyone". Econcern specializes in delivering expert services, products and projects in all areas of sustainable energy and energy efficiency. For more information about Ecostream, please visit www.ecostream.com.

For First Solar Investors

This release contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this release do not constitute guarantees of future performance. Those statements involve a number of factors that could cause actual results to differ materially, including risks associated with the company's business involving the company's products, their development and distribution, economic and competitive factors and the company's key strategic relationships and other risks detailed in the company's filings with the Securities and Exchange Commission. First Solar assumes no obligation to update any forward-looking information contained in this press release or with respect to the announcements described herein.
CONTACT: First Solar, Inc.
Paula Vaughnn
[phone]
[e-mail]

http://www.primenewswire.com/newsroom/news.html?ref=rss&d=13…

Morgen 10% Kursplus zur Eröffnung, am Nachmittag dürften dann weiter 5 % , vielleicht 10% hinzu kommen, und wenn die Zahlen Ende der Woche kommen ...

[Hoerschwelle]

Meine Ambitionierten Kursziele haben natürlich noch einen Hintergrund:

President Clinton Forms New Partnerships with 1,100 U.S. Mayors, Walmart and 25 Manufacturers to Make Energy-Efficient Products Affordable and Available Across America

Clinton Climate Initiative to Pool Largest Private-Sector and Largest Public-Sector Purchasing of Green Technologies in the World

November 1, 2007
Seattle, WA

President Bill Clinton today announced two new partnerships to make green products more affordable and accessible to city governments and consumers across the United States. In response to growing demand, CCI will extend its programs and purchasing consortium, which offers lower-cost green products, to all 1,100 cities in the US Conference of Mayors. CCI will also work alongside Wal-Mart to drive down the cost of energy-efficient and clean-energy technologies.

“Climate change is a global issue that we must address immediately if we are to reverse its catastrophic effects,” said President Clinton. “I am pleased that the US Conference of Mayors, Wal-Mart and many businesses are working with my foundation to supply energy-efficient and clean-energy products. By offering these products at a discounted rate, we can ensure that more cities and citizens have access to them and that the market for clean-energy technology will grow. Together, I hope that we can have a measurable impact on greenhouse gas emissions around the world.”

Through CCI’s new partnership with the US Conference of Mayors, an additional 1,100 U.S. cities will gain access to volume discounts on energy-efficient and clean-energy products and technologies through CCI’s purchasing consortium. These benefits were previously available only to the C40 Large Cities Climate Leadership Group (C40), a group of 40 of the world’s largest cities that are working in concert to fight climate change.

“We are very honored to partner with President Clinton’s Climate Initiative, because this will provide heightened opportunities to green our cities and curb global warming in America,” said Conference President Trenton Mayor Doug Palmer. “Mayors are considering every possible action to utilize clean technologies and promote more efficient energy use to reverse the negative effects of climate change in cities. This new partnership will take our collective efforts to the next level.”

CCI’s purchasing consortium has negotiated discounted pricing agreements with 25 manufacturers of energy-efficient products, including indoor lighting, clean vehicles, traffic and street lighting, building products, advanced waste management technologies, water system components and alternative energy technologies. As a result, participating cities will have access to hundreds of individual products that reduce energy consumption in buildings, decrease fuel consumption and pollution by vehicles and capture and convert landfill methane into electricity. These and additional products will be offered to interested municipal governments at discounted prices ranging from 5 to 15 percent below current levels for commodity items and from 15 to 70 percent below current levels for non-commodity items.

The product suppliers include:

* Lighting - GE, Philips Lighting, Cooper Lighting, Lemnis Lighting, Osram, Sylvania, Acuity Lighting, Dialight, and Leotek
* Buildings - 3M Company, Solar Gard, Tremco, BASF Polyurethane Foam Enterprises, Optimum Energy
* Transportation - Scania, UTC Power, Ballard Power Systems, ISE Corporation, Siemens, Dynetek, EDrive, A123 Systems, Maxwell, and VOLVO
* Waste - GE Jenbacher

As one of the largest private sector purchasers of green technologies in the world, Wal-Mart is uniquely positioned to join with CCI in helping cities to buy green. CCI and Wal-Mart will use their combined purchasing resources to further drive down the prices of green technologies. Additionally, CCI and Wal-Mart will work together to identify and examine new energy efficient products, such as LED parking lot lights and best-in-class HVAC systems, and new methods to procure and utilize clean energy, such as solar power.

“This shows what can be achieved when business, government and the non-profit sector work together on some of the biggest challenges facing the world today,” said Lee Scott, president and CEO of Wal-Mart Stores, Inc. “By combining our resources, we can help drive innovation, create new technology markets and ultimately reduce this country's dependence on foreign oil.”

About the Clinton Climate Initiative

Building on his long-term commitment to preserving the environment, President Clinton launched the Clinton Foundation’s Climate Initiative in August 2006 with the mission of applying the Foundation’s business-oriented approach to the fight against climate change in practical, measurable and significant ways. In its first phase, CCI is working with cities around the world to accelerate efforts to reduce greenhouse gas emissions.

Municipal governments are well-positioned to make a major impact on the global market for green technologies. Cities across America purchase lighting, HVAC systems, windows, insulation, roofing and other building materials and systems for thousands of buildings, such as schools, hospitals, and police stations. Cities also buy and operate fleets of vehicles and operate their own waste and water systems. Through CCI’s partnership with the US Conference of Mayors and the C40, cities inside and outside the US are able to pioneer energy-efficient and clean-energy products and technologies. This collective effort can significantly reduce greenhouse gas emissions and mitigate climate change on a large and measurable scale.

In May 2007, President Clinton announced the creation of a global Energy Efficiency Building Retrofit Program, a project of the Clinton Climate Initiative (CCI). This program brings together eight of the world’s largest energy service companies (ESCOs), five of the world’s largest banks, and seventeen of the world’s largest cities in a landmark program designed to reduce energy consumption in existing buildings. The program provides both cities and their private building owners with access to the necessary funds to retrofit existing buildings with more energy efficient products, typically leading to energy savings between 20 to 50 percent.

The C40 Large Cities Climate Leadership Group is comprised of the following cities: Addis Ababa, Athens, Bangkok, Beijing, Berlin, Bogotá, Buenos Aires, Cairo, Caracas, Chicago, Delhi NCT, Dhaka, Hanoi, Hong Kong, Houston, Istanbul, Jakarta, Johannesburg, Karachi, Lagos, Lima, London, Los Angeles, Madrid, Melbourne, Mexico City, Moscow, Mumbai, New York, Paris, Philadelphia, Rio de Janeiro, Rome, Sao Paulo, Seoul, Shanghai, Sydney, Tokyo, Toronto and Warsaw.

Read more information on the Clinton Climate Initiative.



Natürlich muss man wissen, wem FSLR in der Hauptsache gehört

[mlolo]

Antwort auf Beitrag Nr.: 32.197.467 von ProfRupi am 30.10.07 00:26:27

fette schrift und smilies! scheinst ja nen seriöser typ zu sein.

an der richtigkeit deiner aussage ändert das in diesem fall natürlich nichts.