FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 30)

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First Solar to Acquire Technology Provider skytron-energy from AEG Power Solutions



With Increased Focus on Integrated Power Solutions, First Solar Expands in Europe

MUNICH--(BUSINESS WIRE)-- First Solar, Inc. (NASDAQ: FSLR) today announced that it has entered into an agreement to acquire skytron-energy, a subsidiary of AEG Power Solutions, which provides utility-scale photovoltaic (PV) power plant management systems, Operations and Maintenance (O&M) services, data monitoring technology, and equipment to solar power plants throughout Europe. Currently, skytron has installed monitoring and control systems in more than 600 plants across Europe with a total peak capacity of 5 gigawatts (GWp), more than doubling First Solar's global portfolio of monitored assets. The acquisition is subject to consent by the German merger control authorities ("Bundeskartellamt"). Terms of the deal were not disclosed.

The acquisition supports First Solar's initiative to provide full, end-to-end energy solutions that vertically integrate solar services and solutions. It broadens First Solar's portfolio of energy assets operated and maintained by the company and establishes a strategic opportunity to offer additional value-added services to both existing and new customers in Europe.

"skytron has a high quality, operations-based foundation and a strong portfolio of valued customers," said Bob Callery, First Solar's Vice President of Operations and Maintenance. "They bring considerable strategic value to our global O&M offering, as well as a pathway to expand our services across the entire solar value chain. Our combined expertise enables power plants to operate with the reliability of conventional generation resources, further establishing solar as a given part of the global energy mix."

"This is a very positive move for skytron-energy," said Jeffrey Casper, Chief Restructuring Officer of AEG Power Solutions and member of the board of directors. "Joining First Solar assures that skytron will continue to provide customers leading-edge monitoring, supervision and plant control solution systems. skytron benefits from the reach of First Solar's powerful sales and service network, as well as its installed base. This deal opens a wealth of prospective growth and development for all parties."

Citing a GTM Research report, Callery said the O&M market size in Europe was 25 gigawatts (GW) in 2013, and is projected to grow to 35GW by 2017. skytron grew its monitored fleet by 37 percent in 2013, and First Solar grew its global monitored fleet by 176 percent in that same period. "There is clearly an opportunity for skytron and First Solar to provide innovative, reliable solutions and expertise to power plant owners," Callery added.

According to Callery, skytron will operate as a subsidiary of First Solar, and will maintain its own brand identity, which has recognized value in its various markets. "skytron-energy employees will remain with the organization," he said, "and operations will continue without disruption."

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First Solar to Deliver Diesel-PV Hybrid Solution to Rio Tinto in Australia

First Solar, Ingenero to provide solar power to Rio Tinto Alcan bauxite mine

Initial phase to offset up to 20 percent of the existing grid demand and reduce diesel usage


BRISBANE, Australia--(BUSINESS WIRE)-- First Solar, Inc. (NASDAQ: FSLR), Rio Tinto and Ingenero today announced that agreement has been reached for the development of the Weipa Solar Photovoltaic (PV) Project in Queensland, Australia. The project has received official confirmation of funding from the Commonwealth Government, with an initial commitment of $3.5 million from the Australian Renewable Energy Agency (ARENA) to be followed by an allocation of up to $7.8 million for the project's second phase.

First Solar will leverage its expertise in utility-scale grid integration and plant control systems to offer a FuelSmart solution that provides maximum fuel savings while maintaining system reliability. Combined with Ingenero's proven design, development and integration experience, the project will generate electricity for Rio Tinto Alcan's (RTA) Weipa bauxite mine, processing facilities and township on the Western Cape York Peninsula.

"Rio Tinto Alcan is pleased to support the addition of renewable energy to complement the existing diesel generation at Weipa," said RTA General Manager Weipa Operations Gareth Manderson. "We expect the use of solar power will reduce Weipa's annual diesel consumption and its carbon dioxide emissions by around 1600 tons." Manderson noted that the hybrid diesel/PV solution will introduce to the site a reliable source of electricity, with low maintenance requirements.

The project will have an initial capacity of 1.7 megawatts (MW) with the potential to expand by an additional 5 MW after the commissioning of the initial phase. The first phase of the project will generate sufficient electricity to offset up to 20 percent of the daytime electricity demand, while reducing the diesel consumption for every MWh of electricity produced.

"For the Weipa bauxite mine, solar PV complements the existing base-load generation by providing electricity in times of peak demand and reducing the amount of diesel fuel used," said Jack Curtis, First Solar's Vice President of Business Development for Asia Pacific. "First Solar is delighted to be working with Rio Tinto, ARENA and Ingenero on this landmark project that demonstrates how solar PV can be used to power the resources sector."

"Our collaboration on the Weipa solar PV project is validation of the strength of our ongoing partnership with First Solar," said Ingenero CEO Steve McRae. "Working together, we can provide the extensive project experience required for off-grid applications and draw on the PV module technology and utility scale experience provided by First Solar."

With completion scheduled for late 2014, First Solar will supply its advanced thin-film PV modules and other balance of system components, in addition to providing operation and maintenance services for the duration of the project.

RTA will purchase the electricity under a 15 year Power Purchase Agreement. The project is one which all partners see as a step towards energy alternatives for remote mining operations.

[Crowww]

Keiner mehr investiert?

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… och nöö … 37 Aufrufe heute hier … sind wohl alle in der Biobranche unterwegs?

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Antwort auf Beitrag Nr.: 46.661.003 von Vuvuzela am 19.03.14 19:32:42

… ganz, ganz schwere Frage … aber 20 Prozent gibt es wohl auch bei solch einem Wert nicht alle Tage und die müssen dann erst mal gehalten werden …
… zumal, wenn derlei hohe Umsätze zu registrieren sind …

… aber die Aussichten für die nächsten Jahre sind mal generell sehr positiv …

… zumal zusammen mit Belectric an der 3. Solargeneration gefeilt wird
http://www.belectric.com/de/belectric/starke-partner/
http://www.belectric.com/de/organische-photovoltaik/

… tja, wenn die hier dann in den nächsten 2 bis 3 Jahren die Vertriebskanäle von First Solar nutzen können … wäre wohl ein gigantischer Marktvorteil.

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… ahh, doch noch jemand zu Hause hier

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Ich glaube hier muss man dabei sein.

[Vuvuzela]

Es wird inflationär oft von der Neubewertung einer Aktie geschrieben. Das heute war eine.

Weil es so schön ist, sollte man das doch noch mal festhalten:
Tagesplus in New York: 20,57%
Umsatzvolumen an der Nasdaq: 1,92 Mrd. Dollar
Gehandelte Stücke, Nasdaq: 30,80 Mio. (von 99,51 Mio. gesamt)

Ich habe übrigens n i c h t verkauft. Wegen der Steuer.

[Vuvuzela]

Mir wird das langsam unheimlich. Riesenumsätze und das Kursplus jetzt schon bei 20%.

Wurden da im großen Stil Shorties auf dem falschen Fuß erwischt?
Sollte man jetzt erst mal Gewinne mitnehmen, weil der Kurs sicher noch mal zurückkommt?

[Vuvuzela]

First Solar übertrifft mit Prognose Erwartungen - Aktie legt kräftig zu

Mi, 19.03.14 18:17

TEMPE (dpa-AFX) - Der US-Konzern First Solar traut sich mittelfristig mehr Umsatz und Gewinn zu als von Analysten erwartet. 2015 werde der Umsatz auf bis zu 4,3 Milliarden US-Dollar steigen und 2016 dann auf bis zu 4,5 Milliarden Dollar, teilte First Solar am Mittwoch im Rahmen einer Investorenkonferenz mit. Beim Gewinn je Aktie erwartet der größte Hersteller von Solarzellen in den USA im kommenden Jahr 4,50 bis 6,00 Dollar. Im Jahr darauf dürfte der Gewinn dann 3,50 bis 5,00 Dollar betragen. Analysten hatten zuletzt mehrheitlich mit weniger gerechnet. Die First-Solar-Aktie legte zeitweise um mehr als 14 Prozent zu.

In diesem Jahr traut sich der Konzern einen Umsatz von 3,7 bis 4 Milliarden Dollar und einen Gewinn je Aktie von 2,20 bis 2,60 Dollar zu./she/he

Quelle: dpa-AFX