FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 31)

[Vuvuzela]

Der Kurs explodiert regelrecht.

Allein an der Nasdaq wurden bis 18 Uhr deutscher Zeit 14,10 Mio. (!) Stücke gehandelt.
(Stücke gesamt 99,51 Mio., Streubesitz 45%, also 44,78 Mio.)

[R-BgO]

First Solar Sets Thin-Film Module Efficiency World Record of 17.0 Percent


17.0 Percent Total Area Efficiency Module Confirmed by NREL

Highest Thin-Film Panel Conversion Efficiency of Any Technology

Expands Opportunity for Constrained Space and C&I Installations


NEW YORK--(BUSINESS WIRE)-- First Solar, Inc. (Nasdaq: FSLR) today announced it has set a world record for cadmium-telluride (CdTe) photovoltaic (PV) module conversion efficiency, achieving a record 17.0 percent total area module efficiency in tests performed by the U.S. Department of Energy's National Renewable Energy Laboratory (NREL). The new record is an increase over the prior record of 16.1 percent efficiency, which the company set in April 2013. This announcement comes weeks after First Solar announced it achieved a world record in CdTe research cell efficiency of 20.4 percent.

The record-setting module was created at First Solar's Research and Development Center in Perrysburg, Ohio, using production-scale processes and materials, and included several recent technology enhancements that are incrementally being implemented on the company's commercial production lines.

Notably, the First Solar research module also has a confirmed "aperture area" conversion efficiency of 17.5 percent. Many manufacturers often quote this aperture area efficiency when claiming record performance, particularly for small mini-modules custom-built in R&D labs. First Solar's record is all the more significant because it is full production size.

"This achievement demonstrates our ability to rapidly and reliably transfer research results to full-size modules. We can take CdTe innovation from the lab to production faster and more reliably than other technologies due to our robust, adaptable manufacturing processes and the accommodating nature of CdTe material technology," said Raffi Garabedian, First Solar's Chief Technology Officer. "Our R&D efforts are delivering technology that will quickly be scaled to real-world application as part of our integrated power plant systems, which are engineered to deliver the best performance, reliability and value for our customers."

Garabedian said the efficiency milestone is also a signal that First Solar's CdTe modules are becoming a more attractive option for application in constrained space projects and commercial/industrial installations. "With the highest demonstrated thin-film module performance, we are positioned to pursue new deployment opportunities around the world," he said.

Based on the company's sustained high velocity in technology development, Garabedian said First Solar has accelerated its production module conversion efficiency roadmap, raising its lead-line production nameplate efficiency target for YE2015 to 15.6 to 15.8 percent. First Solar also extended its module conversion efficiency roadmap to 2017, with targets for year-end lead-line production nameplate efficiency of 17.7 to 18.4 percent in 2016 and 18.1 to 18.9 percent in 2017.

[cyrosos]

First Solar sieht technisch sogar überragend aus.

[Fra Diabolo]

Du rechnest also damit, dass sie erst einmal mehr oder weniger rangebound bleibt, bist aber für den Fall, dass sie doch oben raus läuft, vernünftig versichert.

Mein einziger concern wäre, dass die Struktur nach unten sehr offen ist. Und First Solar muss erst noch beweisen, dass sie die Margen und Wachstum weiterhin bringen werden...

[R-BgO]

Bin nach fast 2 Jahren Abstinenz mal wieder mit einem ersten Zeh eingestiegen:

Da die Optionen sehr teuer sind, habe ich jeweils einen Kontrakt Jan15

short-Put @$40 zu 5$ und
short-Call@$52,5 zu 10,40$

verkauft; damit letzterer gedeckt ist gleichzeitig 100Stk. zu 50,91 gekauft.

Im besten Fall habe ich also bei einem Kurs > 52,5$ und einem eingesetztem Kapital von $ (5.091+4.000-1.040-500)= 7.551 einen Erlös von $ (5.250+4.000) = 9250, also eine Rendite von 22,5%.

Im Falle eines Kurses von unter 40$ habe ich 200 Stk. zu einem Durchschnittskurs von 7.551/200= 37,76$ im Depot. Erst darunter kommt ein Verlust

Zwischen $ 37,76 und 52,50 habe ich zumindest eine positive Rendite.

[R-BgO]

Antwort auf Beitrag Nr.: 46.222.547 von cyrosos am 14.01.14 10:37:02

59c in Q3-2013 lt. Präsentation vom 31.10.2013

[cyrosos]

Die Überschrift über diesen Thread ist ja schon lange überholt. Wo liegen denn eigentlich bei FS die Herstellungskosten pro Watt?

[CenkG]

Antwort auf Beitrag Nr.: 46.168.055 von lafabius am 06.01.14 20:23:41

Analysten-downgrade aus GS:

http://www.benzinga.com/analyst-ratings/analyst-color/14/01/…

[lafabius]

Zitat von crimson: Was war denn heute los?

[crimson]

Was war denn heute los?