TOP-Solargewinner nach der großen Krise

 mal eine Frage an die Chartprofis. Was sagt Ihr zu S.A.G. Der Aufwärtstrend sieht soch recht gut aus und der Kurs befindet sich fast am unteren Ende des Trendkanals. (Kann mir jemand sagen, wo die Unterstützung genau liegt?) Überlege gerade hier noch nachzulegen um meinen Verlust aus Centrosolar wieder reinzubekommen ;) Was sagen die Profis? Ich bekomme langsam das Gefühl das ich mich mehr nach Euch richten sollte. Ich habe in den letzten Monaten scheinbar alles falsch gemacht. 

 

Trina Solar Announces Fourth Quarter and Fiscal Year 2012 Results
Quarterly Shipments Exceed Guidance

CHANGZHOU, China, Feb. 26, 2013 /PRNewswire/ -- Trina Solar Limited (TSL) ("Trina Solar" or the "Company"), a global leader in photovoltaic modules, solutions, and services, today announced its financial results for the fourth quarter and fiscal year 2012.

Fourth Quarter 2012 Financial and Operating Highlights

•Solar module shipments were approximately 415 MW for the fourth quarter of 2012, compared to approximately 380 MW during the third quarter of 2012, a sequential increase of 9.0%
•Net revenues were $302.7 million, an increase of 1.6% sequentially
•Gross profit was $5.6 million, an increase of 139.1% sequentially
•Gross margin was 1.9%, compared to 0.8% in the third quarter
•Operating loss was $70.4 million, compared to an operating loss of $76.0 million in the third quarter of 2012
•Operating margin, including a provision for doubtful receivables of $14.5 million, was negative 23.3%, compared to negative 25.5% in the third quarter of 2012
•Net loss was $87.2 million, compared to a net loss of $57.5 million in the third quarter of 2012
•Loss per fully diluted American Depositary Share ("ADS") were $1.23, compared to $0.81 in the third quarter of 2012
Full Year 2012 Results Financial and Operating Highlights

•Solar module shipments were approximately 1.59 GW, compared to the Company's previous guidance of between 1.55 GW to 1.6 GW, an increase of 5.4% from 2011
•Total net revenues were $1.30 billion, a decrease of 36.7% from 2011
•Gross profit was $57.2 million, a decrease of 82.8% from 2011
•Gross margin was 4.4%, compared to 16.2% in 2011
•Operating loss was $264.9 million, compared to operating income of $31.0 million in 2011
•Net loss for the full year was $266.6 million, compared to $37.8 in 2011
•Loss per fully diluted ADS for 2012 were $3.77, compared to $0.54 in 2011

"While realizing sequential improvements in shipments in the fourth quarter, our bottom line continued to be adversely impacted by a supply-demand imbalance and aggressive pricing by some competitors," said Mr. Jifan Gao, Chairman and CEO of Trina Solar. "Amidst these commercial conditions, our focus on profitable sales, inventory management, and on-going expense reductions allowed us to achieve positive operating cashflows. During the fourth quarter we also made progress in the global development of our in-house system business, and expect to commence grid-scale opportunities in China and the Americas later this year."

"Looking ahead, we believe that the further decrease in module and total system costs will drive increased global demand for the PV industry in 2013, despite the decrease in favorable government policy in traditional European markets. Meanwhile, we are seeing a ramping up in PV adoption and planning in new markets within Africa, the Americas and the Middle East. We are also encouraged by recent announcements in Asia, most notably in China and Japan, that governments are strengthening their commitment to solar energy and raising the target for solar power contribution to the national grid capacity."

"As solar-generated power increasingly competes against traditional energy forms for large-scale power purchase agreements, we continue efforts to expand our project systems business as a percentage of our overall business, while continuing to deliver innovative products and services through increasing partnerships with the PV industry's leading global technology developers. Our efforts were recently recognized by Fast Company Magazine, which named Trina Solar in their list of The World's Top 10 Most Innovative Companies in China. We believe that because of these factors, Trina Solar will continue to solidify its position as a brand and partner of choice across multiple geographies and end user segments."

Recent Business Highlights

During the fourth quarter of 2012, the Company:

•Announced the duty rates determined by the U.S. Department of Commerce in the anti-dumping and countervailing duties investigations on crystalline silicon photovoltaic cells from China assembled into modules and that the U.S. International Trade Commission (the "ITC") also made negative findings with regard to critical circumstances in this investigation, such that no retroactive duties would be imposed on Trina Solar. The Company also announced that it is currently evaluating whether it is necessary and prudent to appeal these final determinations issued by the ITC.
•Announced that its APMEA (Asia Pacific, Middle East and Africa) headquarters in Singapore has begun its formal operations.
•Announced it obtained Carbon Footprint Verification for the Company's solar PV modules from the British Standards Institution, a leading international standards and certification body. The verification process involved assessing the Company's carbon footprint throughout various stages of the life cycles of our products, suggesting the carbon payback time for its module products during their usage period.
•Announced that it obtained the Client Test Data Program certification from Underwriters Laboratory ("UL"). The Company is the first global solar PV company to receive this certification, which will allow it to independently conduct testing programs and issue UL-recognized test data without the on-site presence of UL-dispatched engineers.
•Announced the donation of solar modules to three health care centres in Malawi servicing over 85,000 people. Together with its partner, Innovation: Africa, Trina Solar makes clean energy available to two remote medical centers and a community-based organization offering HIV/AIDS support, vocational training, adult education, orphan care and more.
•Announced that its PV modules have obtained certification for salt mist, sand blast and potential induced degredation ("PID") testing from leading certification bodies. TUV NORD has certified Trina Solar's modules to the latest IEC61701:2011 Severity 1 standard for salt mist corrosion testing. The Company's modules also excelled in the most rigorous blowing sand test conducted in accordance with the DIN EN 60086-2-68 LC2 standard by SGS, a world leading inspection, verification, testing and certification company. Trina Solar's multi-crystalline panels also recently received PID Certification from PV Evolution Labs.
Subsequent Events

Subsequent to the fourth quarter of 2012, the Company:

•Announced that it has obtained approval from the Gansu Provincial Development and Reform Commission to develop a 50 MW grid-connected solar power plant project in Wuwei, Gansu. The project is expected to support economic stimulus in a region challenged by semi-desert conditions. The Wuwei municipality is well-suited for solar energy production due to favorable irradiance and the ability to sell off electricity to other regions in addition to supplying local needs.
•Announced that it has supplied 61 MW of its PV modules for the Green Tower project in the German federal state of Brandenburg. More than 252,000 multi-crystalline Trina Solar modules have been installed on the former Preschen airfield in Jocksdorf, Brandenburg to cover the annual energy needs of approximately 17,000 households.
•Announced that it will supply 30 MW of photovoltaic modules to Gestamp Solar, one of the world's leading companies in the development and management of photovoltaic parks, for two projects in South Africa. Large-scale solar systems will be installed in South Africa's Northern Cape Province, in the towns of Prieska and De Aar, with the capacity to generate 20MW and 10MW, respectively. According to terms of the agreement, deliveries will be made in the third quarter of 2013.
•Announced the 60-cell PDG5, the first in Trina Solar's new line of dual rated frameless modules. The PDG5 is resistant to PID and micro-cracking, and does not require grounding. The PDG5 is optimized for reliable performance under stressful environmental conditions and is among the most durable modules on the market.
•Announced that its subsidiary Trina Solar US Development Company LLC has entered into a teaming agreement with Silicon Valley-based QBotix Inc., recognized as the first company to utilize mobile, intelligent and rugged robotics for the operation of solar power plants. Under terms of the agreement, Trina Solar and QBotix will collaborate this year on test and commercial projects within and outside the United States, and develop a scalable "building block" design solution for commercial project developers.
•Announced that it has achieved the No. 1 position in Australia's PV market according to a new report from Solar Business Services.
Fourth Quarter 2012 Results

Net Revenues
Net revenues in the fourth quarter of 2012 were $302.7 million, an increase of 1.6% sequentially and a decrease of 30.5% year-over-year. Total shipments were 414.5 MW, exceeding the Company's previous guidance of between 380 MW to 400 MW, compared to 380.3 MW in the third quarter of 2012 and 424.9 MW in the fourth quarter of 2011. The sequential increase in total shipments was primarily due to increased sales to China-based customers and the slight decrease in shipments compared to the fourth quarter 2011 was primarily due to the revision and effective timing of new government subsidies in some European markets. The sequential increase in revenues was caused by increased shipment, offset by a decrease in the average selling price ("ASP") of solar modules and the year-over-year decrease was due largely to the decrease in the ASP of solar modules.

Gross Profit and Margin
Gross profit in the fourth quarter of 2012 was $5.6 million, compared to $2.4 million in the third quarter of 2012 and $31.0 million in the fourth quarter of 2011.

Gross margin was 1.9% in the fourth quarter of 2012, compared to the Company's previous guidance of low single digit in percentage terms.  The fourth quarter gross margin of 1.9% compares favorably to 0.8% in the third quarter of 2012, but negatively to 7.1% in the fourth quarter of 2011 largely due to declined module ASP.

Operating Expense, Loss and Margin
Operating expenses in the fourth quarter of 2012, which included a provision for doubtful receivables of $14.5 million as a result of a single customer in India, were $76.1 million, representing decreases of 2.9% sequentially and 19.0% year-over-year. The Company's operating expenses represented 25.1% of its fourth quarter net revenues, a decrease from 26.3% in the third quarter of 2012 and an increase from 21.6% in the fourth quarter of 2011.

The sequential percentage decrease was primarily due to organizational restructuring, staff reductions and other expense control measures begun in the third quarter of 2012, offset by a provision for doubtful receivables of $14.5 million, while the yearly percentage increase was primarily due to lower ASP. Operating expenses in the fourth quarter of 2012 also included $0.1 million in share-based compensation expenses, compared to $1.1 million in the third quarter of 2012 and $2.0 million in the fourth quarter of 2011.  

As a result of the foregoing, operating loss in the fourth quarter of 2012 was $70.4 million, compared to a loss of $76.0 million in the third quarter of 2012 and a loss of $62.9 million in the fourth quarter of 2011. Operating margin was negative 23.3% in the fourth quarter of 2012, compared to negative 25.5% in the third quarter of 2012 and negative 14.4% in the fourth quarter of 2011.

Net Interest Expense
Net interest expense in the fourth quarter of 2012 was $11.4 million, compared to $13.8 million in the third quarter of 2012 and $8.3 million in the fourth quarter of 2011.

Foreign Currency Exchange
The Company had a foreign currency exchange gain of $4.7 million in the fourth quarter of 2012, which included the changes in fair value of derivative instruments, compared to net gains of $18.2 million in the third quarter of 2012 and a net loss of $4.3 million in the fourth quarter of 2011. This net gain was primarily due to the appreciation of the Euro against the U.S. dollar, which was augmented by gains from foreign currency forward contracts used by the Company to hedge its foreign currency risk exposure.

The Company continued to hedge for foreign exchange rate volatility during the fourth quarter of 2012 using forward contracts involving the Euro, Renminbi, and U.S. dollar currencies.

Income Tax Expense and Benefit
Income tax expense was $11.3 million in the fourth quarter of 2012, compared to income tax benefits of $11.7 million in the third quarter of 2012 and $5.1 million in the fourth quarter of 2011. Income tax expense in the fourth quarter of 2012 reflected a valuation allowance of deferred tax assets.

Net Loss and Loss per ADS                                                                    
Net loss was $87.2 million in the fourth quarter of 2012, an increase from a loss of $57.5 million in the third quarter of 2012 and $65.8 million in the fourth quarter of 2011.

Net margin was negative 28.8% in the fourth quarter of 2012, compared to negative 19.3% in the third quarter of 2012 and negative 15.1% in the fourth quarter of 2011.

Loss per fully diluted ADS was $1.23 in the fourth quarter of 2012.

Full Year 2012 Results

For 2012, net revenues were $1.30 billion, a decrease of 36.7% from $2.05 billion in 2011, primarily due to decreased ASP that offset increased shipments. Total shipments were 1.59 GW, an increase of 5.4% from 1.51 GW in 2011. Gross profit for 2012 was $57.2 million, a decrease of 82.8% from $332.6 million in 2011. Overall gross margin was 4.4% in 2012, compared to 16.2% in 2011. The gross margin decrease was primarily due to decreases in ASP in excess of both lower polysilicon purchase prices and reduction in non-silicon manufacturing cost per watt in 2012.

Operating loss for 2012 was $264.9 million, compared to operating income of $31.0 million in 2011. Operating margin was negative 20.4% in 2012 compared to 1.5% in 2011.

Net loss was $266.6 million, compared to $37.8 million in 2011. Net margin was negative 20.6% in 2012, compared to negative 1.8% in 2011. The net margin decrease was primarily due to the Company's reduced gross margin combined with an increase in operating expenses as a percentage of net revenue in 2012.

Losses per fully-diluted ADS for 2012 were $3.77, compared to $0.54 per fully diluted ADS for the full year 2011.



Financial Condition

As of December 31, 2012, the Company had $918.2 million in cash and cash equivalents and restricted cash, and its working capital balance was $286.3 million. Total bank borrowings stood at $1.29 billion, of which $415.2 million were long-term borrowings. The Company increased its short-term borrowings by $186.1 million in the fourth quarter of 2012 to approximately $875.8 million as of December 31, 2012.

During the fourth quarter of 2012, the Company entered into a one-year, $170 million and a three-year, $80 million credit facilities agreements with the China Development Bank. These credit facilities, which are denominated in U.S. dollar, are intended for working capital purposes and bear interest at rates linked to LIBOR.

During the fourth quarter of 2012, the Company repurchased $5.0 million of its convertible senior notes due July 2013, which resulted in a gain of $0.6 million.

Shareholders' equity was $881.6 million as of December 31, 2012, a decrease from $969.5 million at the end of the third quarter of 2012.

First Quarter and Fiscal Year 2013 Guidance

For the first quarter of 2013, the Company expects its shipment volume for PV modules to be between 420 MW and 430 MW.

The Company expects its overall gross margin for the first quarter of 2013 will be low single digit in percentage terms, taking into account wafer and cell requirements outsourced to third party suppliers . Such guidance is based on the average exchange rate between the Euro and U.S. dollar from January 1, 2013 to February 26, 2013. For the full year of 2013, the Company expects total combined PV module shipments and system deliveries between 2.0 GW and 2.1 GW, which would represent an increase of 25.5% to 31.8%, respectively, from 2012.

Operations and Business Outlook

Non-Silicon Cost
In the fourth quarter of 2012, the Company's non-silicon manufacturing cost for its core raw materials in module production, including the effects of higher unit depreciation costs from lower sequential capacity utilization, was approximately $0.51 per watt, compared to $0.54 per watt in the third quarter of 2012, and its previously announced target of $0.50 per watt by the end of 2012. The sequential reductions in non-silicon manufacturing cost were primarily due to more efficient manufacturing and higher cell conversion efficiencies, as well as reduced supply chain costs created by increased on-site recycling of consumable and non-consumable materials.

Silicon Procurement
As a result of the renegotiation, extension, or market-based pricing of its long-term silicon supply agreements, the Company expects to maintain competitive silicon costs relative to the current market price in the first quarter of 2013.

2012 Manufacturing Capacity
As of December 31, 2012, the Company's annualized in-house ingot and wafer production capacity was approximately 1.2 GW and its PV cell and module production capacity was approximately 2.4 GW.

Cell Technology Update
Based on test production, the Company is targeting a 21.5% cell efficiency by the middle of 2013 for its announced mono-crystalline cell technology development with the Solar Energy Research Institute of Singapore.

The Company is also engaged in cell technology research and development with the Chinese Academy of Science in Shanghai and Australian National University, and is a key member of the Australian Centre for Advanced Photovoltaics with the University of New South Wales.

The Company is focused on high performing module products and developing high-efficiency multi and mono-crystalline silicon PV modules incorporating innovative technologies. These include advanced crystallization and wafer technologies, special metallization, improved low light performance, reduced reflectivity and improved light trapping through better texturing, selective emitter technology and rear side passivation.

In June, 2012 the Company announced that, to its best knowledge, Honey Ultra, the second generation of its Honey cell technology had achieved a new world record for multicrystalline modules. The standard-size module (1650x992mm) reached 284.7 watts peak power output in May 2012, which has been confirmed by TUV Rheinland.

The Company is also developing high-efficiency cells based on N-type substrates, and has already achieved cell efficiencies over 20% with low cost processes.

Project Development
The Company has entered into framework agreements with local municipal governments for multi-year power plant development projects in all four of its commercial operating regions. Commencement of the projects is expected in 2013 and 2014, but is conditional upon a number of factors, some of which are beyond the Company's control, such as the availability of network transmission and interconnection facilities, and the attainment of certain project rights, including land use rights and the right to access local manufacturing facilities.

In the fourth quarter of 2012, the Company entered into a long-term land use rights lease agreement with authorities in Eastern China for the development of a large-scale, multi-phase utility project, which is expected to commence in 2013. In January of 2013, the Company obtained approval from China's Gansu Provincial Development and Reform Commission to develop a 50 MW grid-connected solar power plant project in Wuwei, Gansu.

Conference Call

The Company will host a conference call at 8:00 a.m. ET on February 26, 2013, to discuss the results for the quarter ended December 31, 2012. Joining Jifan Gao, Chairman and CEO of Trina Solar, will be Terry Wang, Chief Financial Officer, Zhiguo Zhu, Module Business Unit President, and Thomas Young, Vice President, Investor Relations. Supplemental information will be made available on the Investors Section of Trina Solar's website at http://www.trinasolar.com. To participate in the conference call, please dial the following number five to ten minutes prior to the scheduled conference call time: 1 (800) 884-2382. International callers should dial +1 (660) 422-4933. The conference ID for the call is 9824-6310.

If you are unable to participate in the call at this time, a replay will be available on February 26 at 10:00 a.m. ET, through March 1, at 11:59 p.m. ET. To access the replay, dial 1 (855) 859-2056, international callers should dial +1 (404) 537-3406, and enter the conference ID 9824-6310.

This conference call will be broadcast live over the Internet and can be accessed by all interested parties on Trina Solar's website at http://www.trinasolar.com. To listen to the live webcast, please go to Trina Solar's website at least fifteen minutes prior to the start of the call to register, download, and install any necessary audio software. For those unable to participate during the live broadcast, a replay will be available shortly after the call on Trina Solar's website for 90 days.

http://finance.yahoo.com/news/...ounces-fourth-quarter-122500604.html  

... ja und? Das kennen wir ja schon hier aus den News. Ich hatte mir jetzt zumindest mal eine Wertung daraus erhofft ;-)  

Dafür hatte ich noch keine Zeit.
Hab nur gesehen, dass das GP bei 1,9% liegt. Da wird First Solar heute Abend wesentlich besser abschneiden.  

 was erwartet ihr denn heute für First Solar. Bei guten Zahlen könnte es hier ja bald mal einen Short Squeeze geben, oder?

 

 so. aus C3O bin jetzt vorerst raus. neben S.A.G. aus charttechnischen Gründen, überlege ich jetzt die neu gewonnene Liquidität bei FSLR unterzubringen. Hier bin ich ja generell wesentlich optimistischer gestimmt. Aber ob es wohl Sinn macht noch vor den Zahlen einzusteigen? Oder werden die nächsten Tage generell zu unsicher? Über Meinungen wäre ich dankbar.

 

Der Gesamtmarkt könnte schon mal korrigieren. Demnentsprechend würden auch alle Aktien tendenziell fallen.

FSLR ist immer für Ausschläge gut - nach oben oder nach unten. Wenn der Kurs 2-3 Tage hintereinander gefallen ist (so wie jetzt), ist er immer mal für einen kurzen Anstieg gut.

Ich gehe morgen von guten Zahlen aus, da auch ein paar Projekte vorgezogen wurden. Die Kernfrage ist jedoch, wie der Ausblick ist. Sollte dieser eher negativ werden, könnte es kurzfristig auch erstmal wieder runter gehen.  

 und darf ich nochmal fragen was ihr zur S.A.G sagt? Die wurden hier ja scheinbar noch nie erwähnt. Wahrscheinlich zu klein.

 

Kommen heute nach Börsenschluss.

SAG schreibe ich später nochmal was.  

 

Meine Meinung zu SAG Solarstrom:
Solider Wert, welcher im Vergleich zur Solarbranche aber nicht outperformen wird.
Die akt. Bewertung von 34 Mio ist für ein Unternehmen mit einem Umstatz von 200 Mio und einem Eigenkaptial von knapp 50 Mio ganz ok. Setzt du dies jedoch in ein Verhältnis mit z.B. einer Trina Solar, dann ist die Aktie auch nicht viel besser. Der Buchwert lag Ende 2011 bei 3,60 Euro. Von daher ist der Kurs (wie bei vielen anderen Solarunternehmen auch) unter Buchwert und grundsätzlich nicht zu teuer.

Ich will jetzt keine Werbung für Phönix Solar machen... aber das Unternehmen macht auch knapp 200 Mio Umsatz und hat eine Bewertung von 9 Mio. Um mit SAG Solarstrom gleich zu ziehen, müßte der Kurs bei ca. 4,5 Euro stehen. NATÜRLICH IST DAS EIGENKAPITAL BEI PHÖNIX AUCH VIEL NIEDRIGER, wodurch ein Abschlag auch gerechtfertig ist. Der Buchwert lag Ende 2011 jedoch bei 7,30. Von daher traue ich einer Phönix eine wesentlich bessere Performance im Branchenvergleich zu als einer SAG.

Aber ok, geht der Gesamtmarkt runter, kann es hier auch noch weiter runtergehen (wobei ich denke, dass es nicht weiter als bis 1 Euro runter geht).

Zum Vergleich auch mal der 5 Jahreschart von SAG Solarstrom:  

Kannst du dir ja selber überlegen, wo du mehr Chancen auf einen steigenden Kurs siehst.  

 

 Muss gestehen das ich gerade aus Phönix raus bin. War ein wenig Panikreaktion in Verbindung mit Centrosolar. Hatte bei Phönis einen Ek von 1,10 und dachte ich realisiere hier jetzt mal lieber erstmal Gewinne bei 1,40. Kann mir aber auch vorstellen hier bei einem Rücksetzer wieder einzusteigen. Aber ich denke die werden schon ein wenig Zeit brauchen um sich neu zu organisieren. Mir gefällt auch diese fast nicht vorhandene Informationspolitik bei Phönix nicht sonderlich. Momentan überlege ich halt, wo ich charttechnisch erstmal wieder ein wenig vom Verlust wegmachen kann. Wenn phönix wegläuft habe ich mal wieder eine Fehlentscheidung getroffen aber nun gut. bei S.A.G. überlege ich halt, ob es nicht rein vom Chart her jetzt Richtung 3,50 drehen müsste. Wäre kurzfristig vielleicht ne Option. Die andere große Frage bezieht sich halt auf FSLR und Sunpower. Gerade Sunpower ist schon so krass gestiegen. Aber andererseits scheint da gerade jetzt nach den Rücksetzern auch noch ordentlcih Potential zu liegen, sollte die Skepsis in den Staaten weiter weichen. Und wenn dann erstmal die Shorts raus müssen.... Bin gerade etwas verunsichert und will natürlich nicht noch mehr Miese machen. Will mich aber jetzt auch nicht geschlagen geben was das Thema Solar angeht. Man kann ja gut damit verdienen. Man muss nur in den richtigen Papieren sein wie es scheint ;)

 

 gut das ich erstmal die finger davon gelassen habe. muss man sich erstmal genau anschauen das ganze. aber da könnte es in den nächsten tagen zu guten einstiegspreisen kommen.

 

Die Zahlen bei FSLR waren eine üble Überraschung. Aus Phönix würde ich persönlich gerade auf keinen Fall aussteigen. Ich habe hier mein Paket mit einigen Trades dick ausgebaut. Das ist aktuell für mich einer der aussichtsreichsten Werte und hier stimmt insb. auch die Charttechnik! Gerade das Goldene Kreuz vollzogen und über 50-MA und 200-MA im Kampf mit einem starken Widerstand. Wenn der fällt geht es vmtl. ganz schnell auf 1,8x

 

Morgen früh sollte sich auch eine gute kurzfristige Einstiegsmöglichkeit bei FSLR ergeben.
Kurs nachbörslich bei gut 28$. Ich denke, dass er schon nochmal Richtung 30$ morgen nach Eröffnung gehen wird. Schließlich gab es heute auch eine super Meldung:

http://www.4-traders.com/FIRST-SOLAR-INC-37008/...fficiency-16365605/

First Solar, Inc. : First Solar Sets New World Record for CdTe Solar Cell Efficiency
02/26/2013| 04:05pm US/Eastern

18.7 Percent Research Cell Efficiency Confirmed by NREL

First Solar, Inc. (Nasdaq: FSLR) today announced it set a new world record for cadmium-telluride (CdTe) photovoltaic (PV) solar cell conversion efficiency, achieving 18.7 percent cell efficiency in tests confirmed by the U.S. Department of Energy's National Renewable Energy Laboratory (NREL). The record-setting cell was constructed at the Company's Perrysburg, Ohio factory and R&D center using processes and materials - including the glass substrate - that are designed for commercial-scale manufacturing.

"This achievement showcases the huge potential of CdTe compared to other PV technologies and highlights the performance gains we continue to achieve thanks to our consistent and strong investment in R&D," said Raffi Garabedian, First Solar's Chief Technology Officer. "We are confident the advanced technologies and processes we developed for this record-setting cell will further enhance the performance of our future production modules and power plants."

First Solar has continued to transfer its success in the R&D lab into its commercial modules, increasing its average production module efficiency to 12.9 percent in the fourth quarter of 2012, up 0.7 percentage points from 12.2 percent in the fourth quarter of 2011. The Company's lead line was producing modules with 13.1 percent efficiency during the fourth quarter, up from 12.6 percent in the same period a year ago.

Since it began commercial production in 2002, First Solar has produced more than 90 million of its advanced thin-film solar modules with a capacity of over 7 gigawatts (GW), enough to provide clean electricity for approximately 3.5 million homes and displace 4.7 million metric tons of CO2 annually, based on world averages. If laid end-to-end, the modules would circle the equator nearly three times. First Solar utilizes a continuous manufacturing process which transforms a sheet of glass into a complete solar module in less than 2.5 hours, contributing to the industry-leading energy payback time and low carbon footprint of systems using First Solar PV modules.  

Phönix Solar halte ich aktuell ebenfalls für eine der attraktivsten und sichersten Aktien.
Habe meinen Bestand in den letzten Wochen ebenfalls stark aufgestockt. Sobald hier ein mittelgroßer Auftrag vermeldet wird, gibt es kein Halten mehr.  

Der nachbörsliche Kursrutsch auf 28$ ist hier noch nicht drin.
Wenn FSLR heute wirklich so tief eröffnet, wäre das ein riesen GAP und ein perfektes Aufsitzen auf die 100 Tagelinie. Ein Rebound bis 30 USD sollte im Lauf des Tages oder spätestens bis Ende der Woche drin sein.  

Nach USA und Saudi-Arabien nun Griechenland. So kann es weitergehen.

EANS-News: Griechische Tochtergesellschaft der Phoenix Solar AG realisiert weitere Freiflächen-Photovoltaikkraftwerke 10:18 27.02.13

--------------------------------------------------
 Corporate News übermittelt durch euro adhoc. Für den Inhalt ist der
 Emittent/Meldungsgeber verantwortlich.
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Utl.: Zwei Solarparks mit in Summe 2,5 Megawatt Spitzenleistung /  
Folgeaufträge zufriedener Kunden

Unternehmen/Neugeschäft

Sulzemoos, 27.02.2013 (euro adhoc) - Griechische Tochtergesellschaft  
der Phoenix Solar AG realisiert weitere  
Freiflächen-Photovoltaikkraftwerke

- Zwei Solarparks mit in Summe 2,5 Megawatt Spitzenleistung
   - Folgeaufträge zufriedener Kunden

Die griechische Phoenix Solar E.P.E., eine Tochtergesellschaft der Phoenix Solar
AG, ein im Prime Standard der Frankfurter Wertpapierbörse notiertes,
international führendes Photovoltaik-Systemhaus (ISIN DE000A0BVU93), realisiert
weitere Photovoltaik Freiflächenkraftwerke in Griechenland. Die beiden
Solarparks haben eine Spitzenleistung von 1,5 und einem Megawatt und befinden
sich in den Regionen Lakonien und Etoloakarnania auf dem griechischen Festland.
Bei den beiden Anlagen handelt es sich um Folgeaufträge zufriedener Kunden.

Mit Einstrahlungswerten von 1.585 und 1.559 kWh/m2 sind die zu erwartenden

Erträge der Photovoltaikanlagen rund 40 Prozent höher als in  
Deutschland. Beide Solarparks sind seit drei Jahren in der  
Entwicklung. Der Baubeginn ist bereits erfolgt. Die Fertigstellung  
ist noch im ersten Quartal 2013 geplant.

"Wir erwarten für das Jahr 2013 in Griechenland ein Marktvolumen von  
rund 500 Megawatt Photovoltaikleistung", so Dr. Christos  
Protogeropoulos, Geschäftsführer der Phoenix Solar E.P.E. "2012 haben
wir mehr als 8 Megawatt Freiflächenanlagen errichtet. Bereits heute  
haben wir einen Auftragsbestand von über 7 Megawatt für 2013,  
hauptsächlich große netzgekoppelte Photovoltaiksysteme. Damit sind  
wir gut platziert, dass auch das Jahr 2013 ein erfolgreiches für  
Phoenix Solar Griechenland wird."

http://www.ariva.de/news/...gesellschaft-der-Phoenix-Solar-AG-4448988  

Noch 20.000 Stück und der Kurs steht bei 1,60 Euro.  

Phönix Solar wird wohl auch keine berauschenden Zahlen verkünden.
Ich denke es geht auch erst einmal runter.  

... ist jedenfalls nicht vorhanden. Nur 17.000 Stück bis 2 Euro.

Ich sehe nach der Neustrukturierung gar keinen Grund für einen weiteren Kursrutsch. Hier wurden Fakten geschaffen und die Finanzierung für 2 Jahre gesichert. 10 Mio MK sind für alle nur denkbaren Zahlen ein WITZ!  

@ingope

Die Zahlen sind bei Phoenix Solar ebenso Wurst, wie auch die ruhmreiche Vergangenheit. Deswegen kann man auch 5-Jahres-Charts hier getrost vergessen, auch wenn Sie nett anzusehen sind. Das einzige was hier zählt ist die Zukunft oder besser gesagt die Prognose der selben. Die Bewertung ist in jedem Fall ein Witz, wenn der Laden die Kurve kriegt. 10 Mio wäre der Verein schon wert, wenn 10 % der beschäftigten Mitarbeiter an deutschen Baggerseen Zitronenlimo verkaufen. Die Bewertung eines erfolgreichen Projektierers im Solarbusiness sieht sicher anders aus, wenn man es denn wieder WIRD.

Bei FSLR ist das alles entscheidende, dass die 26 Euro halten - sonst setzen wir m.E. auf der 200 MA auf.

 

 

 

Heute wurden bei First Solar 25% aller Aktien gehandelt. Wenn man noch berücksichtigt, das gar nicht alle Akiten im Free-Float sind, ist das echt der Wahnsinn.
Ich könnte mir vorstellen, dass heute wieder viele neue Shortpositionen aufgebaut wurden.