$$$ SunPower, die amerikanische SW $$$

Gruß  

http://www.marketwatch.com/story/...r-arrray-2010-10-20?siteid=yhoof2

NEW YORK (MarketWatch) -- Constellation Energy Group /quotes/comstock/13*!ceg/quotes/nls/ceg (CEG 32.27, +0.22, +0.69%) said Wednesday it reached an agreement to build its largest solar energy array in New Jersey, a 5.2 megawatt facility at the Johnson Matthey /quotes/comstock/11i!jmply (JMPLY 60.00, -0.85, -1.40%) , /quotes/comstock/23s!a:jmat (UK:JMAT 1,950, +36.00, +1.88%) plant in West Deptford, N.J. The price of the project was not disclosed. Solar panel maker SunPower /quotes/comstock/15*!spwra/quotes/nls/spwra (SPWRA 13.65, +0.15, +1.11%) will design and build the 21-acre power generation site, which will produce the equivalent amount of electricity needed for 718 homes. Constellation Energy will own, operate and maintain the system, with Johnson Matthey buying its electricity under a 20-year power purchase agreement. Johnson Matthey's West Deptford plant specializes in pharmaceutical materials.  

Der Link dazu:

http://www.philstockworld.com/2010/10/13/...at-buy-price-target-2150/
("The Oxen Group Initiates Coverage of SunPower at Buy, Price Target $21.50")  

http://www.latimes.com/news/local/...op-poll-20101021,0,1066812.story  

http://seekingalpha.com/article/...der-currency-tensions?source=yahoo  

... Solar Power Plant in Colorado

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=524084

Et läuft und läuft und läuft...

und die Aktie läuft auch wieder nach oben!  

Air Force Academy Solar Power Plant!

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=525286  

http://finance.yahoo.com/news/...-prnews-2811291633.html?x=0&.v=1  

NRG Solar and SunPower Agree to Build 250-Megawatt California Valley Solar Ranch

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=533634  

Think Equity Partners - SunPower starkes Nachfrageumfeld

12:35 29.11.10

San Francisco (aktiencheck.de AG) - Colin Rusch, Analyst von Think Equity Partners, stuft die Aktie von SunPower (Profil) von "hold" auf "buy" hoch.

Im Rahmen einer Branchenstudie zum Solarsektor seien die Bewertungsmodelle überarbeitet worden.

Das globale Nachfrageumfeld sehe derzeit stark aus. Das Marktwachstum in 2011 und 2012 dürfte deutlich über den bisherigen Erwartungen liegen. Es wäre keine Überraschung, wenn die Solarinstallationen in 2011 weltweit auf 20 GW und in 2012 auf 25 bis 26 GW steigen würden.

Auf Grund einer Verbreiterung der Solarendmärkte dürften Produkt- und Plattform-Entwicklung zunehmend an Bedeutung gewinnen.

Im Zuge einer Anhebung der Gewinnerwartungen sei das Kursziel für die SunPower-Aktie von 16,00 auf 20,00 USD heraufgesetzt worden. Das Unternehmen profitiere im Vergleich zum Sektor von den Unterschieden im Hinblick auf Produkte, Zulieferkette sowie die Vertriebsstrategien.

Vor diesem Hintergrund empfehlen die Analysten von Think Equity Partners die Aktie von SunPower nunmehr zum Kauf. (Analyse vom 29.11.10)
(29.11.2010/ac/a/a)  

auch SunPower ist dabei...

http://finance.yahoo.com/news/...-prnews-3157768217.html?x=0&.v=1  

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=535687  

SunPower and Iberdrola Renewables Sign Contract to Build 20-Megawatt Solar Power Plant in Arizona

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=535918  

http://finance.yahoo.com/news/...-prnews-2969604110.html?x=0&.v=1  

http://www.finanznachrichten.de/...-new-green-building-design-008.htm  

Industry Rejoice!

http://seekingalpha.com/article/...wind-industry-rejoice?source=yahoo

Key passages...
1) Forecast of additional 2GW in 2011 for solar?
2) Resch has urged the CEOs in the solar industry to contact government officials to keep the tax grant in place!  

SunPower Completes Sale of 44-Megawatt Montalto di Castro Solar Park

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=538863  

http://seekingalpha.com/article/...s-the-name-of-the-game?source=feed  

03.01.2011 09:06
SunPower Finalizes Sale of 13-Megawatt Solare Roma Power Plant in 2010
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SAN JOSE, Calif., Jan. 3, 2011 /PRNewswire/ -- SunPower Corp. today announced that it completed the sale of its 13-megawatt (MW) Solare Roma solar power plant to Allianz Renewable Energy Partners IV Ltd., a wholly-owned subsidiary of Allianz SE on December 30, 2010. SunPower designed and built the solar power plant and will provide ongoing operations and maintenance services for the new owner.

"The finalized sale of the Solare Roma power plant, along with our recently announced Montalto di Castro 44-megawatt solar park, completes our 2010 plan to develop, construct and monetize 85-megawatts of projects in Italy," said Dennis Arriola, SunPower chief financial officer. "We're pleased with our accomplishments this year and are well positioned to continue our success in 2011."

The 13-MW Solare Roma power plant is located in the municipality of Anguillara, Province of Rome, Lazio region, Italy.

Editors' Note: The capacity of power plants in this release is described in approximate megawatts on an alternating current (AC) basis unless otherwise noted. The Solare Roma power plant is approximately 15-MW in total direct current (DC) and the Montalto di Castro solar parks total approximately 85-MW in total DC.  

SunPower has completed the sale of its 13MW Solare Roma solar power plant in Italy to Allianz Renewable Energy Partners IV.

The power plant, located in the municipality of Anguillara, was designed and built by SunPower, which will provide ongoing operations and maintenance services for the new owner.

SunPower chief financial officer Dennis Arriola said that the finalized sale of the Solare Roma power plant, along with SunPower's recently announced 44MW Montalto di Castro solar park, completes the company's 2010 plan to develop, construct and monetize 85MW of projects in Italy.

US based SunPower is a designer and manufacturer of solar electric systems.

http://solar.energy-business-review.com/news/...plant-in-italy-030111  

with Southern California Edison...

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=542640

SAN JOSE, Calif., Jan. 10, 2011 /PRNewswire/ -- SunPower Corp. (Nasdaq: SPWRA, SPWRB) announced today that it has signed three power purchase agreements with Southern California Edison (SCE) for delivery of a total of 711 megawatts (MW) of solar power. SunPower will install its solar technology at sites in Rosamond and Los Banos, Calif.

"This is an important turning point for solar photovoltaic power," said Marc Ulrich, SCE's vice president, Renewable and Alternative Power. "The advances in photovoltaic technology, coupled with economies of scale, enable SCE to provide Californians with a large-scale power plant's worth of emission-free energy at a competitive price."

"This historic 711-MW commitment by SCE reflects the growing value of solar photovoltaic technology as a reliable, cost-effective energy resource delivered across rooftops or as a central-station power plant," said Howard Wenger, president of SunPower's utility and power plants business group. "SunPower's world-leading high-efficiency technology and history of reliable performance will maximize the solar energy delivered to SCE's customers."

SCE estimates that the 711-MW capacity will provide the equivalent power required for more than 460,000 average California homes.

The three contracts include:

   * 110 MW in Los Banos, Calif., scheduled to be operational by year-end 2014.  
   * 325 MW in Rosamond, Calif., scheduled to be operational by October 2016.
   * 276 MW in Rosamond, Calif., scheduled to be operational by October 2016.


At the sites, SunPower will deploy the SunPower Oasis™ power plant, the energy industry's first modular solar power block that provides a cost-effective way to rapidly deploy utility-scale solar. Engineered to optimize use of available land, each SunPower Oasis power block uses high-efficiency, 425-watt SunPower solar panels with the SunPower T0 Tracker, which positions the panels to track the sun during the day, resulting in up to 25 percent more energy capture over fixed-tilt solar power systems. Additional SunPower Oasis features include pre-manufactured cabling to minimize on-site wiring, the Oasis smart inverter control system to enhance grid interoperability, and SunPower's Tracker Monitoring and Control System for wireless control of the power plant.  

These contracts are a result of SCE's voluntary competitive renewables solicitation, and are contingent on approval by the California Public Utilities Commission and SunPower's ability to secure all applicable environmental reviews and permits.

The capacity of these projects are described in an alternating current (AC) basis.  

From Utility-Scale Solar...

http://seekingalpha.com/article/...m-utility-scale-solar?source=yahoo  

SunPower: Racking Up U.S. Power Purchase Agreements Is a Good Move

http://seekingalpha.com/article/...eements-is-a-good-move?source=feed  

http://blogs.barrons.com/techtraderdaily/2011/01/...?mod=yahoobarrons

Zitat:
The end result of all that is that module prices will probably decline 10% to 15% this year, which can still be profitable for manufacturers. Bachman writes that investors have been overly pessimistic, assuming price declines more like 25% this year.

What happens to the stocks?  The long-only investors have fled the scene, he observes, leaving the stocks to be mere “trading vehicles,” with forward P/Es below 10 times. That will change, he argues, as confidence returns about growth and about prices.  

Auriga USA - SunPower "sell"

17:27 11.01.11

Rating-Update:

New York (aktiencheck.de AG) - Die Analysten von Auriga USA stufen die Aktie von SunPower (Profil) von "hold" auf "sell" herab. Das Kursziel sehe man bei 11 USD. (11.01.2011/ac/a/u)