FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 74)
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Antwort auf Beitrag Nr.: 44.152.583 von waldorfastoria am 18.02.13 10:23:45
moin moin Richie10 !!!
How High Can SunPower Go?
and First SOLAR !
Quelle: http://www.fool.com/investing/general/2013/02/17/how-high-ca…
".......Even on the low end of this analysis, the stock is very undervalued. We're making a lot of assumptions to get here, like similar profitability to manufacturing giants, but I don't think they're a stretch at all. This is a high-tech industry that will eventually generate high profitability for those who gain a large amount of market share.
Interestingly, First Solar (NASDAQ: FSLR ) has a lot of upside based on these numbers as well. With the same revenue multiple, the stock would be worth between $75 and $95. That's more than double what the stock trades for now.
This gives us one way to judge SunPower's eventual value. Given a steady state of earnings, I don't think $50 per share is out of the question. But there are other factors to consider.
What about growth?
The solar industry is huge, and it's growing rapidly around the world. But one of the big challenges is the number of manufacturers vying for sales. Most industry experts expect a massive shakeout that will leave a handful of manufacturers controlling the market. Just think how high SunPower can go if it is one of those companies. For this, we need to make some wild assumptions -- but we can try.
Let's project for a minute what the company's market could be. Today's solar market is about 30 GW, and given the growth of emerging markets, I think 100 GW is achievable by the end of the decade. If there are 10 manufacturers dominant in the market (probably a high estimate) with equal share, SunPower could sell 10 GW of solar panels and projects.
Costs will obviously fall between now and then, so let's assume SunPower makes only a $0.10 profit for each watt it produces. That would be a 20% net margin if panels cost $0.50 per watt, an assumption I think is reasonable.
Ten gigawatts times $0.10 per GW is a $1 billion profit annually. Put a 20 P/E on that, and you have a $20 billion company and a $167.86 stock.
Crazy? Maybe. But maybe this is a 10-bagger in the waiting?
What about competitors
Don't think I'm being fair to competitors? That's understandable. Let's look at a few of the big names in solar.
In the preceding analysis, I've glossed over debt for SunPower. The reason is that SunPower has $418 million in net debt, and some of that is used to build projects it will sell and to pay advances to suppliers. The bottom line is, SunPower doesn't have nearly the debt problem some companies have.
But that doesn't mean investors don't have similar upside in Chinese companies. Let's look at the revenue multiple I laid out earlier (2.2-2.8) and apply it to Yingli Green Energy (NYSE: YGE ) , LDK Solar (NYSE: LDK ) , and Trina Solar (NYSE: TSL ) ."
read more: http://www.fool.com/investing/general/2013/02/17/how-high-ca…" target="_blank" rel="nofollow ugc noopener">http://www.fool.com/investing/general/2013/02/17/how-high-ca…
".......Even on the low end of this analysis, the stock is very undervalued. We're making a lot of assumptions to get here, like similar profitability to manufacturing giants, but I don't think they're a stretch at all. This is a high-tech industry that will eventually generate high profitability for those who gain a large amount of market share.
Interestingly, First Solar (NASDAQ: FSLR ) has a lot of upside based on these numbers as well. With the same revenue multiple, the stock would be worth between $75 and $95. That's more than double what the stock trades for now.
This gives us one way to judge SunPower's eventual value. Given a steady state of earnings, I don't think $50 per share is out of the question. But there are other factors to consider.
What about growth?
The solar industry is huge, and it's growing rapidly around the world. But one of the big challenges is the number of manufacturers vying for sales. Most industry experts expect a massive shakeout that will leave a handful of manufacturers controlling the market. Just think how high SunPower can go if it is one of those companies. For this, we need to make some wild assumptions -- but we can try.
Let's project for a minute what the company's market could be. Today's solar market is about 30 GW, and given the growth of emerging markets, I think 100 GW is achievable by the end of the decade. If there are 10 manufacturers dominant in the market (probably a high estimate) with equal share, SunPower could sell 10 GW of solar panels and projects.
Costs will obviously fall between now and then, so let's assume SunPower makes only a $0.10 profit for each watt it produces. That would be a 20% net margin if panels cost $0.50 per watt, an assumption I think is reasonable.
Ten gigawatts times $0.10 per GW is a $1 billion profit annually. Put a 20 P/E on that, and you have a $20 billion company and a $167.86 stock.
Crazy? Maybe. But maybe this is a 10-bagger in the waiting?
What about competitors
Don't think I'm being fair to competitors? That's understandable. Let's look at a few of the big names in solar.
In the preceding analysis, I've glossed over debt for SunPower. The reason is that SunPower has $418 million in net debt, and some of that is used to build projects it will sell and to pay advances to suppliers. The bottom line is, SunPower doesn't have nearly the debt problem some companies have.
But that doesn't mean investors don't have similar upside in Chinese companies. Let's look at the revenue multiple I laid out earlier (2.2-2.8) and apply it to Yingli Green Energy (NYSE: YGE ) , LDK Solar (NYSE: LDK ) , and Trina Solar (NYSE: TSL ) ."
read more: http://www.fool.com/investing/general/2013/02/17/how-high-ca…
moin moin Richie10 !!!
How High Can SunPower Go?
and First SOLAR !
Quelle: http://www.fool.com/investing/general/2013/02/17/how-high-ca…
".......Even on the low end of this analysis, the stock is very undervalued. We're making a lot of assumptions to get here, like similar profitability to manufacturing giants, but I don't think they're a stretch at all. This is a high-tech industry that will eventually generate high profitability for those who gain a large amount of market share.
Interestingly, First Solar (NASDAQ: FSLR ) has a lot of upside based on these numbers as well. With the same revenue multiple, the stock would be worth between $75 and $95. That's more than double what the stock trades for now.
This gives us one way to judge SunPower's eventual value. Given a steady state of earnings, I don't think $50 per share is out of the question. But there are other factors to consider.
What about growth?
The solar industry is huge, and it's growing rapidly around the world. But one of the big challenges is the number of manufacturers vying for sales. Most industry experts expect a massive shakeout that will leave a handful of manufacturers controlling the market. Just think how high SunPower can go if it is one of those companies. For this, we need to make some wild assumptions -- but we can try.
Let's project for a minute what the company's market could be. Today's solar market is about 30 GW, and given the growth of emerging markets, I think 100 GW is achievable by the end of the decade. If there are 10 manufacturers dominant in the market (probably a high estimate) with equal share, SunPower could sell 10 GW of solar panels and projects.
Costs will obviously fall between now and then, so let's assume SunPower makes only a $0.10 profit for each watt it produces. That would be a 20% net margin if panels cost $0.50 per watt, an assumption I think is reasonable.
Ten gigawatts times $0.10 per GW is a $1 billion profit annually. Put a 20 P/E on that, and you have a $20 billion company and a $167.86 stock.
Crazy? Maybe. But maybe this is a 10-bagger in the waiting?
What about competitors
Don't think I'm being fair to competitors? That's understandable. Let's look at a few of the big names in solar.
In the preceding analysis, I've glossed over debt for SunPower. The reason is that SunPower has $418 million in net debt, and some of that is used to build projects it will sell and to pay advances to suppliers. The bottom line is, SunPower doesn't have nearly the debt problem some companies have.
But that doesn't mean investors don't have similar upside in Chinese companies. Let's look at the revenue multiple I laid out earlier (2.2-2.8) and apply it to Yingli Green Energy (NYSE: YGE ) , LDK Solar (NYSE: LDK ) , and Trina Solar (NYSE: TSL ) ."
read more: http://www.fool.com/investing/general/2013/02/17/how-high-ca…" target="_blank" rel="nofollow ugc noopener">http://www.fool.com/investing/general/2013/02/17/how-high-ca…
".......Even on the low end of this analysis, the stock is very undervalued. We're making a lot of assumptions to get here, like similar profitability to manufacturing giants, but I don't think they're a stretch at all. This is a high-tech industry that will eventually generate high profitability for those who gain a large amount of market share.
Interestingly, First Solar (NASDAQ: FSLR ) has a lot of upside based on these numbers as well. With the same revenue multiple, the stock would be worth between $75 and $95. That's more than double what the stock trades for now.
This gives us one way to judge SunPower's eventual value. Given a steady state of earnings, I don't think $50 per share is out of the question. But there are other factors to consider.
What about growth?
The solar industry is huge, and it's growing rapidly around the world. But one of the big challenges is the number of manufacturers vying for sales. Most industry experts expect a massive shakeout that will leave a handful of manufacturers controlling the market. Just think how high SunPower can go if it is one of those companies. For this, we need to make some wild assumptions -- but we can try.
Let's project for a minute what the company's market could be. Today's solar market is about 30 GW, and given the growth of emerging markets, I think 100 GW is achievable by the end of the decade. If there are 10 manufacturers dominant in the market (probably a high estimate) with equal share, SunPower could sell 10 GW of solar panels and projects.
Costs will obviously fall between now and then, so let's assume SunPower makes only a $0.10 profit for each watt it produces. That would be a 20% net margin if panels cost $0.50 per watt, an assumption I think is reasonable.
Ten gigawatts times $0.10 per GW is a $1 billion profit annually. Put a 20 P/E on that, and you have a $20 billion company and a $167.86 stock.
Crazy? Maybe. But maybe this is a 10-bagger in the waiting?
What about competitors
Don't think I'm being fair to competitors? That's understandable. Let's look at a few of the big names in solar.
In the preceding analysis, I've glossed over debt for SunPower. The reason is that SunPower has $418 million in net debt, and some of that is used to build projects it will sell and to pay advances to suppliers. The bottom line is, SunPower doesn't have nearly the debt problem some companies have.
But that doesn't mean investors don't have similar upside in Chinese companies. Let's look at the revenue multiple I laid out earlier (2.2-2.8) and apply it to Yingli Green Energy (NYSE: YGE ) , LDK Solar (NYSE: LDK ) , and Trina Solar (NYSE: TSL ) ."
read more: http://www.fool.com/investing/general/2013/02/17/how-high-ca…
Antwort auf Beitrag Nr.: 44.152.300 von waldorfastoria am 18.02.13 09:10:35First Solar Hiring Ahmed Nada as VP of Business Development for the Middle East
Quelle: http://finance.yahoo.com/news/first-solar-hiring-ahmed-nada-…
"DUBAI, United Arab Emirates & TEMPE, Ariz.--(BUSINESS WIRE)--
First Solar, Inc. (FSLR) today announced that Ahmed Nada will join the company as Vice President of Business Development for the Middle East, reporting to Christopher Burghardt, Vice President of Business Development for Europe, Middle East and Africa (EMEA). In this new role, Ahmed will be based in the Company’s Dubai office and will lead business development activities in the region outside of Saudi Arabia, where the company is also establishing operations.
Ahmed has 20 years of experience throughout the Middle East, concentrated in the energy and power industries. He joins First Solar after 14 years with General Electric. He most recently was the business executive and regional general manager of GE Oil & Gas Global Services in the Middle East. Prior to that Ahmed worked at Zahid Tractors & Heavy Machinery Co, a Caterpillar distributor in Saudi Arabia, and Saudi Arabian Marketing Corp. (SAMACO).
"The Middle East is just beginning to tap its immense potential solar power generation, and Ahmed’s many years of experience working with the region’s leading energy companies will help us to meet the growing demand for renewable energy in the region," said Christopher Burghardt.
"Utility-scale solar power offers a compelling solution to the region’s growing energy needs, and this is a great opportunity to leverage First Solar’s proven technology and global experience to provide the best value to our customers here," said Ahmed Nada.
Ahmed holds a Master’s of Science degree in international management from HEC Lausanne University in Switzerland. "
Quelle: http://finance.yahoo.com/news/first-solar-hiring-ahmed-nada-…
"DUBAI, United Arab Emirates & TEMPE, Ariz.--(BUSINESS WIRE)--
First Solar, Inc. (FSLR) today announced that Ahmed Nada will join the company as Vice President of Business Development for the Middle East, reporting to Christopher Burghardt, Vice President of Business Development for Europe, Middle East and Africa (EMEA). In this new role, Ahmed will be based in the Company’s Dubai office and will lead business development activities in the region outside of Saudi Arabia, where the company is also establishing operations.
Ahmed has 20 years of experience throughout the Middle East, concentrated in the energy and power industries. He joins First Solar after 14 years with General Electric. He most recently was the business executive and regional general manager of GE Oil & Gas Global Services in the Middle East. Prior to that Ahmed worked at Zahid Tractors & Heavy Machinery Co, a Caterpillar distributor in Saudi Arabia, and Saudi Arabian Marketing Corp. (SAMACO).
"The Middle East is just beginning to tap its immense potential solar power generation, and Ahmed’s many years of experience working with the region’s leading energy companies will help us to meet the growing demand for renewable energy in the region," said Christopher Burghardt.
"Utility-scale solar power offers a compelling solution to the region’s growing energy needs, and this is a great opportunity to leverage First Solar’s proven technology and global experience to provide the best value to our customers here," said Ahmed Nada.
Ahmed holds a Master’s of Science degree in international management from HEC Lausanne University in Switzerland. "
Antwort auf Beitrag Nr.: 44.152.300 von waldorfastoria am 18.02.13 09:10:35
First Solar von Übernahmegerüchten getrieben
Quelle: http://www.wallstreet-online.de/nachricht/5095607-first-sola…
"New York 12.02.13 - Die Aktien des US-Solarproduzenten First Solar setzen heute ihre starke Aufwärtsbewegung fort. Am Montag machten Gerüchte die Runde, dass das Unternehmen ein Übernahmekandidat werden könnte.
Immer wieder wurde First Solar, welches sehr günstig Solarpanels mit relativ geringem Wirkungsgrad herstellt, als Übernahmeziel von Unternehmen wie General Electric oder Samsung genannt. Ende 2011 berichtete Bloomberg.com, dass First Solar für Siemens ein Übernahmeziel sein könnte.
Das Unternehmen, welches in den USA einen hohen Marktanteil hat, könnte, ob der günstigen Bewertung von derzeit rund 2,91 Mrd. USD, nun erneut interessant für einen Kauf sein. Die globale Solarbranche befindet sich im Umbruch und die Solarenergie wächst auch im Heimatmarkt endlich so stark, dass sich eine Übernahme lohnen könnte. Und auch diesmal ist es wieder General Electric, dem ein Interesse an First Solar unterstellt.
First Solar klettern heute um 3,3 Prozent auf 33,43 USD."....
First Solar von Übernahmegerüchten getrieben
Quelle: http://www.wallstreet-online.de/nachricht/5095607-first-sola…
"New York 12.02.13 - Die Aktien des US-Solarproduzenten First Solar setzen heute ihre starke Aufwärtsbewegung fort. Am Montag machten Gerüchte die Runde, dass das Unternehmen ein Übernahmekandidat werden könnte.
Immer wieder wurde First Solar, welches sehr günstig Solarpanels mit relativ geringem Wirkungsgrad herstellt, als Übernahmeziel von Unternehmen wie General Electric oder Samsung genannt. Ende 2011 berichtete Bloomberg.com, dass First Solar für Siemens ein Übernahmeziel sein könnte.
Das Unternehmen, welches in den USA einen hohen Marktanteil hat, könnte, ob der günstigen Bewertung von derzeit rund 2,91 Mrd. USD, nun erneut interessant für einen Kauf sein. Die globale Solarbranche befindet sich im Umbruch und die Solarenergie wächst auch im Heimatmarkt endlich so stark, dass sich eine Übernahme lohnen könnte. Und auch diesmal ist es wieder General Electric, dem ein Interesse an First Solar unterstellt.
First Solar klettern heute um 3,3 Prozent auf 33,43 USD."....
Antwort auf Beitrag Nr.: 44.152.219 von Einhundertprozent am 18.02.13 08:43:18
moin moin
na wenn die "Grundstimmung" bei den Solaris nicht so gut wäre
dann würde ich wie immer bei diesem schundblatt
http://www.deraktionaer.de/aktien-deutschland/aktien--top-em…
DAS GANZE eher als Kontraindikator sehen ...
und im Grossen Ganzen "who gives a shit on Theese AnAL LYSTS ????
40 € Kursziel ist kurzfristig richtig ;-)
auf Jahressicht gesehen fahren wir eher bei 50 - 75 €
moin moin
na wenn die "Grundstimmung" bei den Solaris nicht so gut wäre
dann würde ich wie immer bei diesem schundblatt
http://www.deraktionaer.de/aktien-deutschland/aktien--top-em…
DAS GANZE eher als Kontraindikator sehen ...
und im Grossen Ganzen "who gives a shit on Theese AnAL LYSTS ????
40 € Kursziel ist kurzfristig richtig ;-)
auf Jahressicht gesehen fahren wir eher bei 50 - 75 €
Trading Spotlight
DER AKTIONAER empfiehlt in der Ausgabe für kommenden Mittwoch die Firstsolar-Aktie zum Kauf mit unverändertem Kursziel von 40 EUR.
Antwort auf Beitrag Nr.: 44.148.968 von OhMyGosh am 16.02.13 10:51:45
Oh cheer´s mate
@ oh my "god NEss"
very amusing !;-)
DER ober Checker -.. aber auch sehr amusante
die gewählten leser kennen den OH ... bla plupp .
Danke für Die Belehrung ..
das Andere
raushängen lassen ist :
once again
very amusing ;-)
bon nuit
"dann scheib halt im Jargon oder auf
schwäbisch - nordeutsch ..
ist auch gerade en vogue ;- ........
Oh cheer´s mate
@ oh my "god NEss"
very amusing !;-)
DER ober Checker -.. aber auch sehr amusante
die gewählten leser kennen den OH ... bla plupp .
Danke für Die Belehrung ..
das Andere
raushängen lassen ist :
once again
very amusing ;-)
bon nuit
"dann scheib halt im Jargon oder auf
schwäbisch - nordeutsch ..
ist auch gerade en vogue ;- ........
Antwort auf Beitrag Nr.: 44.148.159 von waldorfastoria am 15.02.13 22:02:00obei man hier aufpassen muss, denn knapp 2 Wochen vor Veröffentlichung schon einen fingerzeig von 40 % Zuwachs gegenüber dem Q4 als Vorab ins Netz zu setzen, ist nicht seriös, da die Firmen bis nach
Börsenschluss warten, um die zahlen zu presentieren.
Es gibt immer einen Konsens der Analysten
@waldorf: es ist ja schön, wie du dich hier betätigst, aber kannst du dieses english-wannabe-gefasel lassen? Ein Apostroph sieht so aus ' (Taste neben dem "ä"), du machst hier fleissig Akzentuierungen wie in déjà, nur halt über Leerzeichen). Und es heisst cheers, nicht cheer's, und schon garnicht cheer´s.
Nichts für ungut.
Bei First Solar ist und bleibt das Ziel nach wie vor gap close bei 40 USD... wobei man die jüngste Bewegung wohl auch als pullback interpretieren dürfte. Ich denke aber schon, dass man vor den Zahlen weiter steigen wird, da der cashflow in Q4 sehr stark werden sollte, und, was wichtiger ist, der Ausblick mit der Projektqkquise (Mexico, Chile), der Roadmapanpassung bei Wirkungsgraden (siehe Zusammenarbeit mit Intermolecular) als sehr positiv dargestellt werden könnte, also shorties, die auch nicht dumm sind, lieber etwas Geld und womöglich immer noch dicke Gewinne endgültig vom Tisch nehmen könnten.
Börsenschluss warten, um die zahlen zu presentieren.
Es gibt immer einen Konsens der Analysten
@waldorf: es ist ja schön, wie du dich hier betätigst, aber kannst du dieses english-wannabe-gefasel lassen? Ein Apostroph sieht so aus ' (Taste neben dem "ä"), du machst hier fleissig Akzentuierungen wie in déjà, nur halt über Leerzeichen). Und es heisst cheers, nicht cheer's, und schon garnicht cheer´s.
Nichts für ungut.
Bei First Solar ist und bleibt das Ziel nach wie vor gap close bei 40 USD... wobei man die jüngste Bewegung wohl auch als pullback interpretieren dürfte. Ich denke aber schon, dass man vor den Zahlen weiter steigen wird, da der cashflow in Q4 sehr stark werden sollte, und, was wichtiger ist, der Ausblick mit der Projektqkquise (Mexico, Chile), der Roadmapanpassung bei Wirkungsgraden (siehe Zusammenarbeit mit Intermolecular) als sehr positiv dargestellt werden könnte, also shorties, die auch nicht dumm sind, lieber etwas Geld und womöglich immer noch dicke Gewinne endgültig vom Tisch nehmen könnten.
Antwort auf Beitrag Nr.: 44.147.448 von waldorfastoria am 15.02.13 19:33:17
Heute haben "Alle" den Rückwärtsgang eingelegt ..
..... aber DAS ist ja auch verständlich nach den feten Kursgewinnen der letzten Tage
ich bleibe weitere strong ... & Positiv
have a nice evening !
best weekend wishes to ALL
http://finance.yahoo.com/quotes/LDK,SOLF,ESLR,SOL,CSUN,YGE,T…
Heute haben "Alle" den Rückwärtsgang eingelegt ..
..... aber DAS ist ja auch verständlich nach den feten Kursgewinnen der letzten Tage
ich bleibe weitere strong ... & Positiv
have a nice evening !
best weekend wishes to ALL
http://finance.yahoo.com/quotes/LDK,SOLF,ESLR,SOL,CSUN,YGE,T…
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