$$$ SunPower, die amerikanische SW $$$

könnt langsam mal eine gegenreaktion starten...

nachdem die Veröffentlichung der überprüften Bilanzen noch immer nicht gekommen ist (war ja für VOR einigen Wochen angekündigt), erwarte ich nichts Gutes!

Oder habe ich die Richtigstellung der zahlen irgendwie verpasst?  

SunPower Signs 32-Megawatt Solar Power Supply Agreement With Toshiba

SunPower Signs 32-Megawatt Solar Power Supply Agreement With Toshiba


SAN JOSE, Calif., March 1, 2010 /PRNewswire via COMTEX News Network/ -- SunPower Corp. (Nasdaq: SPWRA, SPWRB) announced today that, under a strategic supply agreement, Toshiba Corporation (TOKYO: 6502) will order 32 megawatts of high-efficiency solar panels from SunPower in 2010. The SunPower panels will form the cornerstone of Toshiba's new residential solar offering in Japan, to be launched on April 1.

"We welcome the opportunity to partner with Toshiba, a preeminent business leader in Japan and throughout the world," said SunPower CEO Tom Werner. "SunPower panels are particularly well suited to Japan's residential market, where the new Japanese feed-in-tariff rewards production of solar energy in excess of domestic consumption, but available roof area is typically quite small. SunPower high efficiency systems will allow more customers to take advantage of this incentive."

"Toshiba's residential solar power business will offer homeowners the most efficient solar power systems available, with a focus on quality and reliability," said Shoji Takenaka, chief technology executive of Transmission Distribution & Industrial Systems Company, Toshiba Corporation. "We are very pleased to work with SunPower, as their solar photovoltaic panels achieve high levels of performance and reliability, and their excellent efficiency supports space-saving solutions that directly meet the needs of consumers in Japan."

SunPower almost doubled production of its high-efficiency solar cells and panels from 2008 to 2009, with 2009 cell production of approximately 400 megawatts. In 2010, the company intends to expand production further with new manufacturing operations in Malaysia, the United States and Europe.

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=447820  

 

What are the chances that SunPower will bounce back? If you listen to analysts, you might be dubious. Only 15 of the 39 people covering the stock rate it a “buy.”

Some of the company’s executives, though, seem much more optimistic. Four insiders have purchased shares this year, and another six bought shares in 2009.

http://www.bloomberg.com/apps/...;tkr=SPWRA%3AUS&sid=a6Q45AlQMEmI  

http://www.finanznachrichten.de/...olar-power-plants-in-italy-008.htm

MILAN, March 9 /PRNewswire-FirstCall/ -- SunPower Corp. and K6 S.a.S. today announced an agreement under which the companies are building two 1-megawatt photovoltaic (PV) solar power plants in the Puglia region, Italy. The two plants are located in Casamassima and Conversano and will be complete by August 2010.

The clean, renewable solar power generated by the plants will provide electricity locally, and contribute to Italy's national electric grid.

"The cooperation with SunPower is consistent with K6's strategy to develop highly efficient solar parks," said Luciano Di Filippo of K6. "SunPower's most efficient tracker will allow us to achieve optimal energy production, meeting our target financial model in the time period expected and helping to drive renewable energy."

At the sites, SunPower will install SunPower panels, the most efficient solar panels commercially available, and the proprietary SunPower® T20 Tracker technology. The Tracker follows the sun during the day and delivers up to 30 percent more energy than fixed-tilt systems, requiring only half the land area to produce the same amount of energy as conventional dual-axis trackers. A non-ground penetrating, pre-cast concrete foundation option minimizes environmental impact. Real-time, remote monitoring and control is enabled via the SunPower TMAC Advanced Tracker Controller.

"We are delighted to expand our portfolio of Italian solar power plant projects with these two latest parks we are designing and building for K6," said Luca Bandini, general manager of SunPower Italia. "SunPower has leveraged its global power plant experience to offer cost saving enhancements to its T20 Tracker technology, including remote monitoring and control capabilities that enable seamless integration with power plant supervisory control and data acquisition (SCADA) systems."

SunPower has more than 200 megawatts of solar power plants operating globally today, including Italy's largest solar power plant, the 24-megawatt plant in Montalto di Castro. Earlier this month, SunPower announced that it signed a definitive agreement to acquire SunRay Renewable Energy, a leading European solar power plant developer with offices in Europe and the Middle East, including a principle project office in Rome. Upon closing the transaction, SunPower will acquire a project pipeline of solar PV projects totaling more than 1,200 megawatts (MW) in Italy, France, Israel, Spain, the United Kingdom, and Greece.  

... Panels for Large Utility Solar Project

ROSEMEAD, Calif., March 10, 2010 - Southern California Edison (SCE), an Edison International company (NYSE:EIX), and SunPower Corp. (Nasdaq: SPWRA, SPWRB) announced today that SunPower has won a contract to provide solar technology for generating up to 200 megawatts, or 80 percent, of the solar power capacity needed for the utility's large solar photovoltaic installation program.

During the next five years, SCE plans to install, own and operate 250 megawatts of solar generating capacity, most of it on otherwise unused large warehouse rooftops. The large one- to two-million-watt solar installations will be connected directly to neighborhood distribution circuits where the leased rooftops are located.

"The anticipated benefits of this agreement with SunPower include panel costs that will allow us to meet our commitment to increasing our customers' supply of renewable energy while reducing the cost of installed solar photovoltaic power in California," said SCE President John R. Fielder.

SCE is purchasing the SunPower T5 Solar Roof Tile product, which integrates into a single unit a solar panel, frame and roof mounting system, thereby reducing installation time and costs. In addition, the SunPower product was selected because it will allow SCE to produce more power per installation.

"The SCE program reflects the growing value of advanced solar panel technology as a reliable, cost-effective energy resource that can be installed quickly, anywhere and at any scale," said Howard Wenger, president of SunPower's utilities and power plant business group. "SunPower applauds SCE's commitment to rooftop solar development, which is unprecedented in the utility industry."

In a related development, on January 21, 2010, the California Public Utilities Commission approved the process to be used for a second track of solar installations that will
double the size of SCE's photovoltaic program. Regulators previously directed SCE to conduct a competitive solicitation offering long-term power contracts to independent solar power providers willing to install an additional 250 megawatts of photovoltaic generation. SCE hopes to launch the solicitation later this month. Eventually, the two installation tracks will add a total of 500 megawatts to the solar generating capacity of Southern California's power resources - the largest U.S. photovoltaic program ever undertaken.

SCE Solar Project Benefits

•New generation sources will be installed in areas where customer demand is rising.

•The installations will speed up California's deployment of solar generation while major new renewable energy transmission lines are being built such as SCE's 4,500 megawatt Tehachapi Renewable Transmission Project.

•SCE grid engineers will be studying the electrical effects of a high penetration of photovoltaics on distribution circuits and adapting circuits to accommodate these large installations. The information gained will be shared with the power industry.

•SCE anticipates its solar power project will create as many as 800 new green jobs in Southern California in the solar industry. The International Brotherhood of Electrical Workers, one of SCE's project partners, is supporting the project through the expansion of its solar installation apprentice training program.

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=450693  

das ist doch mal ne gute Nachricht wieder von Sun Power, hier steckt hohes Potenzial dahinter.
 

In SunPower steckt soviel Potential drin, daß wir ab Ende nächster Woche eine Explosion des Kurses erleben könnten, wenn die Zahlen kommen und endlich das leidige Accounting-Thema geklärt wird.

SunPower erhält unheimlich viel Unterstützung von den Amis selber und hat wirklich gute Verbindungen, das zahlt sich jetzt aus! Der Deal mit SunRay wird zusätzlich Geld in die Kassen spülen und SunPower ist ähnlich gut flüssig, wie beispielsweise SolarWorld und genau deshalb bin ich in beiden Unternehmen investiert.

Beide werden meiner Meinung nach als Gewinner aus der Konsolidierung hervorgehen. Bei SW steht allerdings noch ein Nachkauf an. Bei SunPower habe ich auf niedrigstem Niveau gekauft, zumindest hoffe ich das, aber die Börse kann nicht ewig alle guten Nachrichten von SunPower ausblenden.

Ich hoffe, daß die Rakete bald startet und dann wird der Thread vielleicht auch mehr Aufmerksamkeit erhalten ;)  

... From the California Solar Initiative RD&D Program

SAN JOSE, Calif., March 11 /PRNewswire-FirstCall/ -- SunPower Corp., (Nasdaq: SPWRA, SPWRB), a Silicon Valley-based manufacturer of high-efficiency solar cells, solar panels and solar systems, today announced that the company has been awarded two grants totaling approximately $1.5 million from the California Solar Initiative Research, Development, Deployment and Demonstration (CSI RD&D) Program.  SunPower will participate on two distinct projects with leading solar technologists to research how to facilitate high levels of distributed photovoltaic (PV) penetration into the utility distribution system.

SunPower will use the funding for the first project to explore the planning and modeling for high-penetration PV on the California transmission and distribution network.  The company will research the development of tools and resources necessary to facilitate the study of high penetration PV scenarios using industry-standard simulation tools.  SunPower will team up with the Sacramento Municipal Utility District (SMUD) on the second project to research the new hardware and software tools for providing bi-directional communication and management between PV systems and utility controls using advanced metering infrastructure.  The company will provide supplementary funds to SMUD for the latter project.

"We are honored to be selected by the CSI RD&D Committee for these awards," said Bill Mulligan, SunPower's vice president of technology and development.  "Participating in research and development projects under the California Solar Initiative, and partnering with leading solar technologists, will be a benefit to SunPower's business and broaden the success of solar programs in California."

The California Solar Initiative (CSI), overseen by the California Public Utilities Commission, has a goal to create 3,000 megawatts of new, solar-produced electricity by 2016, moving the state toward a cleaner energy future and helping to lower the cost of solar systems for consumers.  The CSI state-wide budget is $3.3 billion over 10 years, and it has three distinct program components.  To help achieve California's goal of creating a vibrant solar industry, the state legislature created the Research, Development, Demonstration, and Deployment Program. This program will invest $50 million to fund solar research and demonstration projects that will measurably reduce the cost and accelerate the installation of solar and other distributed technologies that could employ solar for generation, storage, or that could reduce the use of natural gas.  

Public Relation von SunPower!

Der 19.03.2010 wird interessant werden!  

http://www.ariva.de/_t381626?pnr=7610294#jump7610294

Noch mal komplett durchgelesen ;)  

in Planung...

http://sunpluggers.com/states/california/2010/03/...fornia-000128.php

Könnte sich durch den Anstoss dieses Projektes die Nachfragesituation schlagartig wieder zugunsten der Anbieter entwickeln und Preise wieder steigen?

SolarWorld und SunPower sind vor Ort!  

SunPower to Announce Fourth-Quarter, Year-End 2009 Results and Audit Committee Investigation Results on March 18, 2010

http://finance.yahoo.com/news/...-prnews-3917032174.html?x=0&.v=1  

Grüsse Dich....schon spät :-)

Naja, bist immer noch hier!! Wenigstens auf Dich ist Verlass!! Ich bin auch noch dabei, und steig auch nicht aus!

In diesem Zuge mal Danke für die Recherchen und all die Postings, mit dem Du hier über SPWR informierst!! Was sicherlich für die (wenigen) Investierten für grossem Wert ist!!!

Zumindest macht es immer wieder Mut, dabei zu bleiben und an diesem Wert zu glauben!! Vielen Dank :-) !!

Gruß male  

kann man nicht ausschließen, daß SunPower nach den Zahlen weiter abschmiert, weil vielleicht die Marge noch mehr zurückgegangen ist, aber wie weit soll denn der Wert noch zusammensacken?

SunPower hat ähnlich viel Geld, wie SolarWorld in der Kriegskasse. Aussagen zum Accounting-Problem kommen endlich morgen auf den Tisch. Ich verspreche mir eigentlich einen Schub nach oben.

Mit entsprechenden positiven Analystenkommentaren könnte die Branche diesmal durch SunPower wieder ein Signal in Richtung Norden für die Kurse bringen.

Mal sehen, spannend ist's in jedem Fall! Langfristig glaube ich an SolarWorld und SunPower und die Kurse sind auf niedrigem Niveau. Sollte es weiter runter gehen, kaufe ich nach! Momentan lohnt sich ein Nachkauf nicht für mich! Mein Durchschnittskurs bei SunPower ist eh niedrig.

Sollte SolarWorld wirklich auf 7 Euronen fallen, kauf ich halt da nach!

Aber jetzt erst Mal alle Augen auf den Hoffnungsträger der Branche. SunPower hat Riesenstandbeine in den USA und vor allem die passende Unterstützung. Der Laden läuft, wird immer größer und mit SunRay hat SunPower ein dickes Geschäft gekauft!

Wir kommen von ca. 130 USD und sind jetzt bei ca. 20 USD. Wohin mag's wohl gehen? SunPower wird nicht pleite gehen und genauso als Gewinner aus der Krise hervorgehen, wie SolarWorld!

Ich bin mir sicher, daß meine Geduld belohnt wird!  

leider die einzige Aktie die mir ein Minus von 15 % einbringt auf Sicht denke ich auch das die Idee sich durchsetzen wird.
In Deutschland sehe ich die Lage nicht so rosig aber eine Solarwold um 7 halte ich auch für eine lohnende Sache bei Solar werden wir einige jahre brauchen um richtig Gewinn zu machen aber wer jetzt die gesunden Firmen kauft könnte noch viel Freude haben.
lg
BO

SunPower to supply panels for Italy project
Wed Mar 17, 2010 12:57pm EDTStocks
SunPower Corporation
SPWRA.O
$21.91
+0.67+3.15%5:41pm UTC+0100
MILAN, March 17 (Reuters) - U.S. SunPower Corp (SPWRA.O) will supply photovoltaic panels for a 5.23 megawatt solar power project in Italy, expanding in Europe's third-biggest solar market, its Italian partner Energy Resources said on Wednesday.

http://www.reuters.com/article/idAFLDE62G2BG20100317?rpc=44  

Solar Winners: SunPower, Suntech

http://www.thestreet.com/story/10705264/1/...rs-sunpower-suntech.html  

http://www.solarserver.de/news/news-12374.html

Photovoltaik in den USA: Southern California Edison bestellt SunPower-Solarmodule mit einer Gesamtleistung von 200 MW  

5:00PM Sunpower to build 1-megawatt solar power system for Yolo County (SPWRA) 21.90 +0.66 : Co announces that SunPower will design and construct a 1-megawatt solar power system at the Yolo County Justice Center in Woodland, Calif. Yolo County, which will own the system and associated renewable energy credits, is financing the purchase using multiple funding sources, including clean renewable energy bonds and qualified energy conservation bonds available through the American Recovery and Reinvestment Act of 2009. "With the funding we secured as a result of the federal stimulus bill and the California Energy Commission loan, Yolo County has no out-of-pocket expenses to build the project, and will be net cash flow positive from the first day of the system's operation, expected to be later this year," said Yolo County General Services Director Ray Groom. "We estimate that savings over the next 25 years will be about $8.8 million, directly benefiting Yolo County residents and businesses. State and federal funding has helped make solar power an easy, affordable means to reduce county operational costs as well as our dependence on fossil fuels."

http://finance.yahoo.com/marketupdate/inplay#spwra  

interessant! Normalerweise erster Solarladen, was Verkündung von Zahlen angeht, diesmal der Letzte!

Mal sehen, ob die erwartete Initialzündung für den Sektor kommt!

Wird noch ne lange Nacht!  

Leider Nachbörslich schon  -10.44% ...  

diese Aktie ist - 30 % bei mir ich hasse diesen Titel   

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=453341  

Die Zahlen sind "relativ schwach" und der Ausblick "enttäuscht" ...    

Aktie verliert nachbörslich ca. 10% ...

Der Umsatz lag bei 548 Mio. USD  ... Der Rohertrag lag bei 111 Mio. USD (Marge: 20,3%)  ... der operative Gewinn bei 42,7 Mio. USD (Marge: 7,8%) ... und der Nettogewinn lag bei gerademal 8,7 Mio. USD (Umsatzrendite: 1,6%)

und auch der Ausblick enttäuscht ...

Sunpower rechnet mit einem Rückgang der Modulpreise von 20% in 2010 ...

Im Q1 2010 wird mit einem Umsatz von 330-350 Mio. USD und einer "schwarzen Null" gerechnet. Im Gesamtjahr soll der Umsatz zwischen 2,00 - 2,25 Mrd. USD liegen. Der Gewinn je Aktie (Gesamtjahr) soll zwischen 0,05 - 0,35 USD je Aktie liegen ...

Toll ist das nicht ...

salve