Aga peasüüdlane on ehk ikka nafta, mille tugevus või nõrkus viimasel ajal suuna kätte näitab (väike tähelepanek).
näiteks suure käibega põrge pikemaajalise tõusutrendi lähedalt/pealt ja ülespoole lühiajalist toetust
võib tinglikult tehniliseks liikumiseks nimetada ?
aga sellel pole mõtet rohkem peatuda, nagu sai öeldud, minu väljumine sai valedel alustel tehtud - ise loll ja nüüd asi kõrva taha pandud
võib tinglikult tehniliseks liikumiseks nimetada ?
aga sellel pole mõtet rohkem peatuda, nagu sai öeldud, minu väljumine sai valedel alustel tehtud - ise loll ja nüüd asi kõrva taha pandud
FSLRi puhul on olulisem uudis see, konkurents tiheneb:
Abu Dhabi to invest $2 billion in solar venture
In the world’s single-largest investment in solar technology, the oil-rich emirate of Abu Dhabi announced Wednesday it will spend $2 billion to jumpstart a home-grown photovoltaics industry. The cash will fund what is undoubtedly the planet’s best-financed startup, Masdar PV, which will build manufacturing facilities in Germany and Abu Dhabi to produce thin-film solar modules that can be used in rooftop solar systems or solar power plants.
Masdar PV is the latest project of the Masdar Initiative, Abu Dhabi’s $15 billion renewable energy venture designed to transform the emirate into a green technology powerhouse. Masdar is best known for its plans to build Masdar City, a “zero-carbon, zero-waste” urban center.
Thin-film solar cells are essentially “printed” on glass or flexible metals, allowing them to be integrated into building materials like roofs and walls. Though thin-film solar is less efficient at converting light into electricity, it uses a fraction of the expensive silicon needed by conventional bulky solar modules and can be produced much more cheaply - provided economies of scale are achieved.
Thus Masdar PV’s big solar bet. “You have to be working at scale to drive costs out of the system,” Steve Geiger, Masdar’s director of special projects, told Fortune in a phone call from Abu Dhabi. “We have to do it at scale and we have to do it in volume in multiple markets.”
One of those markets is the United States, where Masdar PV could give established players like First Solar (FSLR) and startups such as Nanosolar, Heliovolts and Global Solar some formidable competition.
The gamble Masdar PV is taking is that it’s investing billions in an older but proven thin-film technology that may well be left in the dust by more exotic, cheaper and efficient technologies under development by a host of startups.
Masdar PV aims to have a gigawatt of annual production capacity in place by 2014. To get there, Geiger says the company has hired a management team that includes former top executives from First Solar and other thin-film industry veterans.
A leading solar technology company that Geiger declined to identify will provide the manufacturing equipment for Masdar PV’s factories. Judging from his description, the likely supplier is Applied Materials (AMAT), the world’s biggest computer-chip equipment maker that has a burgeoning business building the machines that make thin-film solar cells of the type that Masdar PV will produce.
“We usually partner with large companies that have managerial skills, technology and market access, but we were very fortune that we picked up a top management team and thought it was strong enough to do as a 100% Abu Dhabi Masdar company,” says Geiger, who will oversee Masdar’s thin-film solar venture.
Masdar PV’s first plant is scheduled to go online in Germany toward the end of 2009 with the second to begin production in Abu Dhabi by mid-2010. “Very clearly we need to look at expansion beyond those two physical facilities,” Geiger says. “We really have to look at America and the Asian markets as well.
Thin-film is just one of three solar strategies that Masdar is pursuing by funneling petrodollars into green energy startups. In March, Masdar unveiled Torresol Energy, a joint venture with a Spanish company that will build large-scale solar thermal power plants to supply electricity to utilities. Masdar has also made investments in other solar thermal companies as well as thin-film startups pursuing different technologies. Finally, Masdar wants to produce polysilicon, the basic material of conventional solar cells.
As Masdar chief Sultan Ahmed Al Jaber recently told Green Wombat, “We want to cover the whole value chain - from research to labs to manufacturing to the deployment of technologies.”
Geiger uses an analogy for Masdar’s green energy ambitions that may be more familiar to petroleum-dependent Americans - and should serve as a wake-up call to get serious about carbon-free energy. “The model might be the vertically integrated oil industry,” he says. “It clearly makes sense to have a consolidated power provider.”
Abu Dhabi to invest $2 billion in solar venture
In the world’s single-largest investment in solar technology, the oil-rich emirate of Abu Dhabi announced Wednesday it will spend $2 billion to jumpstart a home-grown photovoltaics industry. The cash will fund what is undoubtedly the planet’s best-financed startup, Masdar PV, which will build manufacturing facilities in Germany and Abu Dhabi to produce thin-film solar modules that can be used in rooftop solar systems or solar power plants.
Masdar PV is the latest project of the Masdar Initiative, Abu Dhabi’s $15 billion renewable energy venture designed to transform the emirate into a green technology powerhouse. Masdar is best known for its plans to build Masdar City, a “zero-carbon, zero-waste” urban center.
Thin-film solar cells are essentially “printed” on glass or flexible metals, allowing them to be integrated into building materials like roofs and walls. Though thin-film solar is less efficient at converting light into electricity, it uses a fraction of the expensive silicon needed by conventional bulky solar modules and can be produced much more cheaply - provided economies of scale are achieved.
Thus Masdar PV’s big solar bet. “You have to be working at scale to drive costs out of the system,” Steve Geiger, Masdar’s director of special projects, told Fortune in a phone call from Abu Dhabi. “We have to do it at scale and we have to do it in volume in multiple markets.”
One of those markets is the United States, where Masdar PV could give established players like First Solar (FSLR) and startups such as Nanosolar, Heliovolts and Global Solar some formidable competition.
The gamble Masdar PV is taking is that it’s investing billions in an older but proven thin-film technology that may well be left in the dust by more exotic, cheaper and efficient technologies under development by a host of startups.
Masdar PV aims to have a gigawatt of annual production capacity in place by 2014. To get there, Geiger says the company has hired a management team that includes former top executives from First Solar and other thin-film industry veterans.
A leading solar technology company that Geiger declined to identify will provide the manufacturing equipment for Masdar PV’s factories. Judging from his description, the likely supplier is Applied Materials (AMAT), the world’s biggest computer-chip equipment maker that has a burgeoning business building the machines that make thin-film solar cells of the type that Masdar PV will produce.
“We usually partner with large companies that have managerial skills, technology and market access, but we were very fortune that we picked up a top management team and thought it was strong enough to do as a 100% Abu Dhabi Masdar company,” says Geiger, who will oversee Masdar’s thin-film solar venture.
Masdar PV’s first plant is scheduled to go online in Germany toward the end of 2009 with the second to begin production in Abu Dhabi by mid-2010. “Very clearly we need to look at expansion beyond those two physical facilities,” Geiger says. “We really have to look at America and the Asian markets as well.
Thin-film is just one of three solar strategies that Masdar is pursuing by funneling petrodollars into green energy startups. In March, Masdar unveiled Torresol Energy, a joint venture with a Spanish company that will build large-scale solar thermal power plants to supply electricity to utilities. Masdar has also made investments in other solar thermal companies as well as thin-film startups pursuing different technologies. Finally, Masdar wants to produce polysilicon, the basic material of conventional solar cells.
As Masdar chief Sultan Ahmed Al Jaber recently told Green Wombat, “We want to cover the whole value chain - from research to labs to manufacturing to the deployment of technologies.”
Geiger uses an analogy for Masdar’s green energy ambitions that may be more familiar to petroleum-dependent Americans - and should serve as a wake-up call to get serious about carbon-free energy. “The model might be the vertically integrated oil industry,” he says. “It clearly makes sense to have a consolidated power provider.”
Kolmapäeval väljas, mis siis tõusu põhjustas?
see oli millalgi õhtul
selle aktsia selliselt tasemelt ostjate mõttemaailm on minu jaoks paras müsteerium
aga ma ei tahaks uskuda, et ainult nafta neid draivib
selle aktsia selliselt tasemelt ostjate mõttemaailm on minu jaoks paras müsteerium
aga ma ei tahaks uskuda, et ainult nafta neid draivib
See ilmus isegi yahoosse juba kell 14.
Mina sellele rahaga ei panusta, aga kolmapäev oli hea näide, kus nafta tõus solari aktsiad üles viis. Või eile, kus turg oli tugev, kuid solar nõrk.
Mina sellele rahaga ei panusta, aga kolmapäev oli hea näide, kus nafta tõus solari aktsiad üles viis. Või eile, kus turg oli tugev, kuid solar nõrk.
Solar: Cover Solar Shorts following German Tariff agreement@PIPR
Piper said the German Government reached a final agreement on feed-in tariff reduction for Solar and Wind this morning. The firm said the feed-in tariff is reported to be 8% for 2009 vs. 9.1% previously, 8% for 2010 vs. 7% previously, and 9% for 2011 vs. 8% previously. The firm does not expect any further changes and recommends investors Buy the sector. :theflyonthewall
Kenasti tõusnud, kärbe väiksem, kui kardeti.
Piper said the German Government reached a final agreement on feed-in tariff reduction for Solar and Wind this morning. The firm said the feed-in tariff is reported to be 8% for 2009 vs. 9.1% previously, 8% for 2010 vs. 7% previously, and 9% for 2011 vs. 8% previously. The firm does not expect any further changes and recommends investors Buy the sector. :theflyonthewall
Kenasti tõusnud, kärbe väiksem, kui kardeti.
06:58 First Solar-FSLR: Recent pullback a buying opportunity@MSCO
Morgan Stanley reiterates their Overweight rating and $325 price target
Morgan Stanley reiterates their Overweight rating and $325 price target
Lisaks olid eile FSLR'i kaitsmas Citi ja Piper Jaffray, kuid sellest tulenev põrge müüdi päeva lõpuks ikkagi alla:
12:33 ET First Solar: Hearing Piper out very positive on FSLR following recent sell off.
12:00 ET First Solar: Hearing Citi defending, saying no residual impact, expects significant upward revisions to consensus EPS over the next 12-18mos.
12:33 ET First Solar: Hearing Piper out very positive on FSLR following recent sell off.
12:00 ET First Solar: Hearing Citi defending, saying no residual impact, expects significant upward revisions to consensus EPS over the next 12-18mos.
a täna jälle kõik gapiga üles,
on ikka ullll sektor
see oleks tore kui FSLR'i varsti jälle 300 juurest shortida saaks
on ikka ullll sektor
see oleks tore kui FSLR'i varsti jälle 300 juurest shortida saaks
Solar stocks rally as concerns ease over subsidy cuts - Bloomberg.com
Cowen notes that the German governing coalition parties (CDU/SPD) have agreed to terms very close to the last solar draft proposal. Calls for steeper reductions by some in the govt met strong resistance over potential job losses and therefore do not look politically feasible. A formal announcement is likely Monday. Reits Outperforms on ASTI, ENER, ESLR, FSLR, HOKU, SPWR, STP, and TSL. Firm also expect a rally in 2H for solar stocks, as once revised subsidies are final in Germany and Spain, they expect much improved visibility on demand and prices for next year. Firm says this is likely to trigger a wave of contract announcements, boosting confidence in ests and lifting P/Es. Also, a US Congress ITC extension could be icing on the cake.
Ega küll ei saanud :)
Recommend adding to positions in FSLR, SPWR, WFR and JASO@AMTR
Am Tech recommends adding to positions following yesterday's weakness in better positioned names and believes the German subsidy reduction represented a significant compromise.
Recommend adding to positions in FSLR, SPWR, WFR and JASO@AMTR
Am Tech recommends adding to positions following yesterday's weakness in better positioned names and believes the German subsidy reduction represented a significant compromise.
First Solar Inc.'s second-largest shareholder sold half his shares- June 2 (Bloomberg).
"The sales came as the Phoenix-based company told investors in a regulatory filing that its cells made of toxic cadmium- telluride may be banned in the European Union, its biggest market."
http://www.bloomberg.com/apps/news?pid=20601103&sid=ao86oapk9iBA
"The sales came as the Phoenix-based company told investors in a regulatory filing that its cells made of toxic cadmium- telluride may be banned in the European Union, its biggest market."
http://www.bloomberg.com/apps/news?pid=20601103&sid=ao86oapk9iBA
FSLR läks eelturul uuesti shorti @263
teda ikka koinitakse ilusti igast nurgast ja pärast tänast note'i ei usu, et 300 juurest uut võimalust antakse
ja insiderid on viimane pool aastat aktiivselt oma firma aktsiate müügiga tegelenud, nüüd siis negatiivsed kommentaarid juba isideri suust
teda ikka koinitakse ilusti igast nurgast ja pärast tänast note'i ei usu, et 300 juurest uut võimalust antakse
ja insiderid on viimane pool aastat aktiivselt oma firma aktsiate müügiga tegelenud, nüüd siis negatiivsed kommentaarid juba isideri suust
http://www.tarbija24.ee/020608/esileht/olulised_teemad/tarbija24/kinnisvara/334546.php
maarjamaal ka solar äri edenemas.
maarjamaal ka solar äri edenemas.
09:24Solar: Bosch purchase of Ersol Solar a positive for group@PIPR
Piper said Bosch purchase of 50.45% stake in Ersol is a positive and expects shares to trade up on potential industry consolidation. The analyst recommends covering shorts. Best names are: JASO, FSLR, SOL, YGE, & WFR.
Piper said Bosch purchase of 50.45% stake in Ersol is a positive and expects shares to trade up on potential industry consolidation. The analyst recommends covering shorts. Best names are: JASO, FSLR, SOL, YGE, & WFR.
järgmine, ka GE hakkab FSLR varvastel talluma:
General Electric's (GE) nascent solar business now grosses only $100 million, but GE expects this to grow to $1 billion within three years. This is a pittance compared to GE's $173 billion of revenue last year, but it would rapidly put the conglomerate in the same league as First Solar (FSLR) et al. First Solar grossed $634 million last year and is projected to generate a shade over $1 billion this year. Chief executive of GE Energy John Krenicki talks about putting the full resources of GE behind the solar business:
We're not going to dabble in the solar business. We will put the pedal to the accelerator once it is very clear what our competitive advantage is.
General Electric's (GE) nascent solar business now grosses only $100 million, but GE expects this to grow to $1 billion within three years. This is a pittance compared to GE's $173 billion of revenue last year, but it would rapidly put the conglomerate in the same league as First Solar (FSLR) et al. First Solar grossed $634 million last year and is projected to generate a shade over $1 billion this year. Chief executive of GE Energy John Krenicki talks about putting the full resources of GE behind the solar business:
We're not going to dabble in the solar business. We will put the pedal to the accelerator once it is very clear what our competitive advantage is.
selline kirjatükk võimalikust telluuriumi defitsiidist
http://seekingalpha.com/article/71942-the-tellurium-supernova-has-erupted
http://seekingalpha.com/article/71942-the-tellurium-supernova-has-erupted
Yesterday, the market was none too pleased when First Solar's (FSLR) CEO Michael Ahearn unloaded half his stock. And now bullish Cowen has rushed to reassure everything that Ahearn isn't just running for the hills.
Cowen points out that Ahearn still owns a substantial stake in First Solar (over 3 million shares) and simply writes off the sale as portfolio diversification. They maintain their OUTPERFORM rating on FSLR.
We've heard that "substantial stake" argument before. And we can't recall--EVER, in a 15 year career--seeing the CEO of a well-positioned company suddenly dump half of his position all at once.
Cowen points out that Ahearn still owns a substantial stake in First Solar (over 3 million shares) and simply writes off the sale as portfolio diversification. They maintain their OUTPERFORM rating on FSLR.
We've heard that "substantial stake" argument before. And we can't recall--EVER, in a 15 year career--seeing the CEO of a well-positioned company suddenly dump half of his position all at once.