Phoenix Solar - www.phoenixsolar.de Marktkapitalisierung von 10,7 Mio, 7,3 Mio Aktien Als Projekttierer verbaut Phoenix hauptsächlich Module von Trina Solar und First Solar und hat ausgezeichnete Kontakte in die USA und nach Singapure. Nachdem dieses Jahr die Finanzierung bis 2014 gesichert werden konnte, sind die Chance aus meiner Sicht bei einer MK von 10,7 Mio enorm. http://www.ariva.de/news/...-erfolgreich-abgeschlossen-Ad-hoc-4103448
Desweiteren gab es in den letzten Wochen einige Insiderkäufe.
Die Maschinenbauhersteller zählen aus meiner Sicht nicht zu den großen Gewinnern, da es im Rahmen der notwendigen Konsolidierung auch weniger Firmen und damit Nachfrage nach Maschinen geben wird. Wechselrichter wie SMA-Solar und Power One sollten aber auch gut laufen.
Ich mache nun diesen Thread auf, da ich in jedem anderen Solarthread riesen Minuswerte in den Überschriften sehe... ich hoffe hier nun auf ein sattes grün! Ausserdem hoffe ich auf interessante Beiträge rund um Solar und deren Gewinner.
ein Richtwert, zu mal unser Geld in den letzten zwei Jahren sowieso massiv an wert verloren hat ... Eine Korrektur von 10 - 20 % sitze ich auch aus, so volatil wie das hier ist, muss man halt mit leben ;)
: Trina Solar Announces Updates to Q1 2013 Guidance
Nicht so der Hit.... wenn allerdings die Sonderbelastungen nicht wären, würde es ganz gut aussehen.
Trina Solar Announces Updates to First Quarter 2013 Guidance CHANGZHOU, China, May 14, 2013 /PRNewswire/ -- Trina Solar Limited (TSL) ("Trina Solar" or the "Company"), a global leader in photovoltaic (PV) modules, solutions and services, announced today the following updates to its previous guidance made for the quarter ended March 31, 2013.
The Company estimates its solar module shipments in the first quarter of 2013 to be between 390 MW to 400 MW, compared to the Company's previous guidance of 420 MW to 430 MW. Additionally, for the first quarter of 2013, the Company estimates that overall gross margin to be between 1.0% to 3.0%, in-line with the Company's previous guidance of low single digits in percentage terms.
The Company further expects that its bottom line results in the first quarter of 2013 be impacted by:
•An accounts receivables provision reversal of between $10.5 million to $11.5 million. •A foreign currency exchange loss between $18.5 million to $19.5 million, net of changes in fair value of derivative instruments. The Company will confirm or revise its previous shipment guidance of between 2.0 to 2.1 GW for the full year 2013 during its first quarter 2013 earnings conference call.
As these selected estimated results are subject to the finalization of the Company's financial closing procedures, the Company's actual results may differ from its current estimates.
The Company will announce its first quarter 2013 results via conference call at 8:00 a.m. ET on May 29, 2013. Conference call details may be found via separate announcement, available at the Investors Center of the Company's website at http://www.trinasolar.com.
Trina hatte die Aussichten für Q1 schon einmal deutlich reduziert und nun kann man (in allgemein boomenden Umfeld) nicht einmal diese reduzierten Erwartungen erfüllen! von max 430 MW auf max 400 MW reduziert - das ist nicht schön....
Hinzu kommen dann noch die "Sonderbelastungen" u.a. ein schlicht geplatztes Geschäft. Der Kurs in D spricht schon Bände .....
Wenn das zusammen mit Solar City nicht mal die jüngste Party beendet..... Ich bin jedenfalls bis auf GT Advanced, Phoenix und Centrotherm erst einmal glattgestellt......
Warum hat der Phoenix-Solar-Kurs gestern so angezogen?
Heute Nacht um 0:00 Uhr war der Stichtag für die Stimmrechtsvergabe auf der HV! Es sind also alle Aktien relevant, welche zu diesem Zeitpunkt im Depot gehalten werden - vorher oder nachher spielt für das Stimmrecht keine Rolle.
Somit haben gestern einige Anleger ihrer Stimme Gewicht verleihen wollen, was an sich schon ganz interessant ist.
Was für eine Action in USA. Es wird Zeit, dass Phönix Solar nachzieht!! News aus USA müssen her.
SolarCity and Goldman Sachs Create Largest U.S. Rooftop Solar Lease Financing Platform Collaboration Expected to Fund more than $500 Million in Solar Projects, 110 Megawatts of Solar Capacity
SAN MATEO, Calif. & NEW YORK--(BUSINESS WIRE)--
SolarCity (SCTY), a leading provider of clean energy, today announced a lease financing agreement with Goldman Sachs (GS) to fund more than $500 million in solar power projects; an estimated 110 megawatts in generation capacity for homeowners and businesses.
The financing makes it possible for homeowners, businesses, government and other non-profit organizations to install solar panels with no upfront cost and pay less for clean, solar electricity than they currently pay for utility bills. The agreement was initiated in 2012 and expanded per its initial terms at the end of April. The combined lease financing is the largest of its kind announced in the U.S. for homeowners’ rooftops. The financing has already enabled approximately 26 megawatts (MW) of new solar generation to be deployed, and the remainder is reflected in the 158 MW of available financing as of May 10, 2013 reported in SolarCity’s announcement of financial results earlier this week.
“We are excited about the opportunity in distributed solar, which has the potential to both lower energy costs and create jobs,” said Stuart Bernstein, Global Head of Clean Technology and Renewables at Goldman Sachs. “Our firm has set a target of $40 billion in financings and investments in renewable energy over the next decade, and we believe SolarCity’s range of distributed solar solutions targeting a wider customer base will help us move toward a low carbon energy future.”
As more investors have become familiar with the reliability and quality of solar as a technology and an asset class, it has become possible to expand the pool of available financing and offer options to a broader range of potential customers, including those with lower credit profiles. SolarCity and Goldman Sachs have created an attractive financing structure to further lower the cost of capital of financing solar. The financing can make it easier to fund projects for schools, municipalities and other organizations that are not publicly rated.
“The Goldman lease financing will make affordable solar electricity available to more types of homeowners and organizations,” said Jimmy Chuang, SolarCity’s vice president of structured finance. “We expect to be able to expand our offering to a broader customer base by lowering the credit requirements even further in future financings.”
... wohin soll der Kurs bei einer MK von gut 10 Mio sonst gehen?? Finanzierung für 2 Jahre gesichert und in den zwei boomenden Solar-Regionen der Welt aktiv. Desweiteren sind wir am Anfang einer Solar-Rallye.
U.S., EU Said to Be in Talks With China to End Solar Spat
The Obama administration is engaged in preliminary talks with the European Union and China to settle a dispute over trade in solar-energy equipment and avoid a conflict among the world’s largest economies, according to people familiar with the discussions.
The effort is focused on setting a quota on Chinese exports and a minimum price for solar-energy equipment, in exchange for suspending U.S. duties on the goods, according to two people familiar with the U.S. position who asked not to be identified to discuss private deliberations.
“After expressing our intentions to the White House, we are very encouraged that these long-needed negotiations appear ready to proceed,” said John Smirnow, vice president of trade and competitiveness for the Solar Energy Industries Association. “It’s time for everyone to work together toward a fair resolution of these cases.”
Representatives from the Washington-based solar group and the Singapore-based Asia Photovoltaic Industry Association met last week in China to discuss the trade disputes, Smirnow said. A policy resolution by the groups urged the U.S., China, EU and other nations to enter multilateral talks to quell rifts over solar-energy goods, he said yesterday in a statement.
Tensions over China’s policies flared in recent months and each of the partners has either imposed or is considering duties to limit imports of solar-energy goods. Government support for renewable-energy products including solar panels has led to disputes as the price of polysilicon, the main ingredient in solar cells, has dropped 64 percent since December 2010.
Froman Briefing Michael Froman, a White House adviser and President Barack Obama’s nominee to head the U.S. trade office, informed senators in recent weeks that the U.S. is exploring talks with China and the 27-nation EU, according to a Senate aide, who asked not to be identified in describing the matter.
The New York Times reported yesterday that the trading partners are weighing settlements to end the solar-energy cases.
“Our goal is to support a healthy global solar industry in conditions that foster the adoption of renewable energy and continued innovation and a level playing field for all,” Carol Guthrie, a spokeswoman for the U.S. trade representative, said in an e-mail. “We will continue to work with industry and our trading partners to explore ways to resolve concerns. Active negotiations have not yet begun.”
Chinese Embassy John Clancy, a spokesman for EU Trade Commissioner Karel De Gucht, declined to comment. Calls to the Chinese embassy in Washington weren’t answered. The press office of the Chinese consulate in New York requested submission of questions by e-mail and hadn’t responded.
The U.S. wants to coordinate with the EU, which is a larger market and hasn’t yet imposed final duties to block Chinese goods from being sold in the EU below cost, according to an industry official. The U.S. wants to avoid giving Chinese producers a way to bypass a deal with the EU by sending partially finished equipment to the U.S. for final assembly and export -- duty free -- to Europe, the person said.
The manufacture of photovoltaic modules in China grew sixfold from 2009 to 2011, making China the world’s dominant producer and leading to a worldwide oversupply and prices below marginal costs for producing most modules, according to an annual factbook by Bloomberg New Energy Finance. While that has pushed down U.S. production, “oversupply on the manufacturing side has been a boon for developers, as it has contributed to lower equipment costs,” according to the analysts.
Chinese Production China, the world’s largest maker of solar panel, has determined the U.S. and the EU are subsidizing polysilicon and is preparing to set anti-dumping duties on imports of the material used in solar panels, according to two people with direct knowledge of the matter cited by Bloomberg News May 16.
The EU also may set levies of as much as 67.9 percent on imports of Chinese solar panels to prevent dumping, according to an EU official who spoke on condition of anonymity May 8.
The U.S. Commerce Department in October set anti-dumping duties ranging from 18.32 percent to 249.96 percent on solar-energy cells from China, reducing preliminary penalties imposed on Trina Solar Ltd. (TSL) and increasing them on Suntech Power Holdings Co. The duties followed a complaint by the American unit of Bonn-based SolarWorld AG. (SWV)
... ist die Shorteindeckung in vollem Gange. Könnte kurzfristig auch mal nach unten korrigieren und ein paar GAPs schließen. Die 10$ sind aber irgendwie auch schon in Reichweite. Nachholbedarf im Vergleich zu First Solar besteht nach wie vor (siehe Vergleich ab Thread-Beginn).