Evergreen Solar - Interessantes Unternehmen
Das ist klar, genauso klar ist aber das die 100% die Röckefäller erwartet nicht unrealistisch sind. Ich rechne aber erst in der 2. Jahreshälfte 06 mit diesem Aufschwung.
Einen ganz entscheidenden Satz von Energie will ich an dieser Stelle wiederholen. Er bringt auf den Punkt was wir uns eigentlich gar nicht vorstellen können:
"Dieser Markt ist ein Neuanfang,
Es geht hier um Bildung von Marktpositionen für einen Zukunftsmarkt,
vergleichbar mit der Einführung der Eisenbahn vor 200 Jahren."
Vor diesem Hintergrund sind die Diskussionen z.B. in den Solarworld-Foren z.T. sehr lächerlich. Lachhafte Vergleiche mit der "Internet-Blase" und dem Neuen Markt im Jahr 2000 werden da angestellt.
Lachhaft wird der Preis in 5 Jahren sein, für den heute eine Solarworld-Aktie zu kriegen ist.
Und wenn es Evergreen schafft sich in diesem Markt zu etablieren und weiterzuentwickeln, dann sind auch die heutigen Evergreen-Preise in 5 Jahen nur noch lächerlich...
Wir sind und werden Zeitzeugen einer Revolution, wogegen die industrielle Revolution im 19. Jahrhundert ein Nichts war!
Die Atomkraft wird in Deutschland abgebaut, der Ökolandbau nimmt derzeit massiv zu, die Umweltschutzmaßnahmen werden drastischer und gleichzeitig wird gewahr, dass die Resourcen knapp werden: öl, Trinkwasser!, Meeresfische, Wälder, usw..
China und Indien sind schon lange keine Entwicklungsländer und auch eigentlich keine Schwellenländer mehr (auch, wenn das Landleben in Indien dies vermuten lassen könnte), sondern hoch spezialisierte Nationen (Computer, Medizin, Waren jeder Art) mit Menschen, die den Lebensstandard der europäischen Länder anstreben: Autos, Elektrizität, Konsum, Müll.
HIV beutelt Afrika, die Vogelgrippe lauert bereits in der Türkei.
Der Wald stirbt weiter, die Gletscher weltweit schmelzen ab, riesige Eisschollen treiben im Meer, Ozonlöcher entstehen mit schöner Regelmäßigkeit, die Hurrikane und Katastrophen nehmen jedes Jahr weiter zu.
Die derzeitige Weltbevölkerung beläuft sich auf fast 7 Millarden!!!
Solarenergie ist möglicherweise ein kleiner Teilschritt zur Bewältigung der Probleme.
Aber kann mir Jemand sagen:
Wieviel Öl sprich Energie wird verbraucht um eine Solarzelle zu erstellen? Wieviel CO2 entsteht dabei? Ist der Nutzen einer Solarzelle höher als die Herstellungsemoission? Wie lange halten die Module? Und wie lassen sich ohne den Rohstoff Öl Solarzellen aus Silizium herstellen? Ist die Technik tatsächlich eine Technik der Zukunft oder nur eine Technik der nächsten 200 Jahre?
Trickse
Asbeck von Solarworld erwartet die erste wirkliche Konsolidierungsphase in der Solarbranche 2007, für das letzte Geschäftsjahr kann er einen verdreifachten Umsatz vorweisen, der seine eigenen Erwartungen damit übertroffen hat.
Wir haben also noch etwas Zeit.
Bis dahin sei Euch nochmals wärmstens die Seite von Evergreen mit ihren Fortschritten in Thalheim empfohlen:
http://www.evergreensolar.com/slideshow/building/index.html
Cu
Röckefäller
P.S: Daystar legt ne ähnliche Verschnaufpause ein und liegt hinter Evergreen, derzeit 12.55 $.
Angehängte Grafik:
evergreen.png
evergreen.png
Friday February 10, 7:30 am ET
Company to Webcast Deutsche Bank Presentation on February 16
MARLBORO, Mass.--(BUSINESS WIRE)--Feb. 10, 2006--Evergreen Solar, Inc. (Nasdaq: ESLR - News), a manufacturer of solar power products with its proprietary, low-cost String Ribbon(TM) wafer technology, today announced that the Company will be presenting at the following conferences:
-- First Albany Capital, Inc. Solar Conference
Wednesday, February 15
-- Deutsche Bank 2006 Small Cap Growth Conference
Thursday, February 16
-- Piper Jaffray Opportunities in Solar & Clean-Tech Symposium
Tuesday, February 21
The Company's presentation from the Deutsche Bank 2006 Small Cap Growth Conference will be broadcast live over the Internet on Thursday, February 16 at 2:30 p.m. (ET). Those interested in listening to the live or archived webcast should log on to the "Investors" section of Evergreen Solar's website, www.evergreensolar.com.
Vielleicht wird ja dann auch mal eine längerfristige Guidance für den geplanten Unternehmensverlauf der nächste Jahre bekanntgemacht. Den Livestream der Präsentation am Donnerstagabend um 20.30 Uhr kann man sich ja auf jeden Fall mal gönnen...
__________________________________________________
Evergreen Solar Announces Chief Financial Officer Transition; Donald M. Muir Brings Extensive International Finance and Manufacturing Experience; Richard Chleboski Named Vice President of Worldwide Expansion
Evergreen Solar, Inc. (Nasdaq: ESLR), a manufacturer of solar power products with its proprietary, low-cost String Ribbon(TM) wafer technology, today announced that co-founder Richard Chleboski's role at the Company will be shifting from chief financial officer to the newly created position of vice president of worldwide expansion. In conjunction with this transition, the Company announced that it has appointed Donald M. Muir as vice president and chief financial officer, effective immediately.
Muir, 49, brings nearly three decades of professional experience to Evergreen Solar. From 1995 to 2005, he served as chief financial officer of American Power Conversion Corporation (Nasdaq: APCC) (APC), a provider of global, end-to-end solutions for real-time infrastructure. During his tenure, he helped APC, an S&P 500 company, more than triple its sales to over $1 billion, significantly expand its capital resources and complete several acquisitions.
Prior to joining APC, Muir held senior manufacturing and finance roles at Stratus Computer Inc., a publicly held provider of computer systems. Muir also previously held accounting positions with Prime Computer Inc. and Wallace Murray Corporation. Muir earned a BBA in Accounting from the University of Massachusetts at Amherst and an MBA from Boston University.
"We are very excited to have attracted a CFO of Don Muir's caliber to Evergreen Solar," said Richard M. Feldt, president and chief executive officer. "With his years of experience leading finance teams at high-growth companies, he will be a key contributor to Evergreen Solar's international expansion plans. We look forward to benefiting from Don's unique blend of expertise in accounting, financing, M&A and manufacturing matters in the years ahead."
"Evergreen Solar will continue to benefit from Richard Chleboski's insight as he takes on the challenging role of vice president of worldwide expansion," Feldt continued. "With nearly 20 years of experience in solar power, as well as extensive industry contacts, Rich is ideally suited for this newly created position. He played a key role in the formation of EverQ, our strategic partnership with Q-Cells of Germany and Renewable Energy Corporation of Norway. EverQ is constructing a 30-megawatt solar wafer, cell and module manufacturing plant in Thalheim, Germany. As demand for solar power continues to reach new heights, we will look to Rich to identify and prioritize opportunities to expand Evergreen Solar's reach."
SG Cowen rechnen mit Solar-Boom
14.02.06 20:33
SG Cowen gehen davon aus, dass die Aktien verschiedener Solarzellen-Hersteller von einem kommenden Anstieg der Nachfrage profitieren dürften. Zwar seien die Kosten für Erdgas inzwischen wieder zurückgegangen. Dennoch sei nicht nur in den USA die Stromproduktion in hohem Maße vom Erdgas abhängig. Da die Elektrifizierung und damit der Stromverbrauch weltweit zunehmen würden, seien höhere Strompreise nur eine Frage der Zeit.Die jüngsten Ausführungen von Präsident George W. Bush würden darüber hinaus darauf hindeuten, dass auch die Photovoltaik demnächst stärker gefördert werden könnte. Denkbar sei eine Ausweitung der derzeitigen Steuervorteile für entsprechende Anschaffungen von zwei auf zehn Jahre.Vor diesem Hintergrund werde interessierten Investoren empfohlen, sich Titel von Evergreen Solar, SunPower und Suntech Power Holdings zuzulegen. Evergreen Solar mache zwar derzeit noch Verluste, werde seine Margen aber bald deutlich steigern können. SunPower wiederum produziere die effizientesten Solarzellen, die in Massenproduktion gefertigt werden könnten. Das Unternehmen zähle unter anderem General Electric und Conergy zu seinen Kunden. Mit dem Kauf von Titeln des chinesischen Herstellers SunTech Power Holdings könnten Anleger auf einen steigenden Weltmarktbedarf und auf eine höhere Endkunden-Nachfrage in der boomenden Volksrepublik rechnen.
Quelle: BoerseGo
Suntech shares drop after warning on margins
Tue Feb 14, 2006 2:44 PM ET
SAN FRANCISCO, Feb 14 (Reuters) - Shares of Suntech Power Holdings Co. (STP.N: Quote, Profile, Research) fell more than 12 percent on Tuesday after the Chinese maker of solar panels said high raw material prices would squeeze margins this year.
China's Suntech posts lower profit
It was the company's biggest single-day percentage drop since it debuted on the New York Stock Exchange in December. The stock, now at a one-month low of $33.72, was also the biggest percentage loser on the exchange.
On Monday, Suntech, based in the eastern Chinese city of Wuxi near Shanghai, said its fourth-quarter profit fell from a year earlier even as revenue more than doubled.
It blamed a 50 percent jump in the price of silicon, the main ingredient in solar panels used to generate electricity, and forecast further rises of 15 to 20 percent in 2006.
Meanwhile, the company said it would only be able to raise average selling prices of its products by 5 to 7 percent.
"Only solar companies with contracts can grow, and only those with fixed-price contracts can maintain margins," Piper Jaffray analysts Jesse Pichel and Ming Yang wrote in a research note about the company.
"Longer term, we prefer companies that can reduce or eliminate polysilicon usage per watt until poly becomes more abundant in 2008," they said.
Concern over the soaring price of silicon, the main ingredient in solar panels as well as computer chips, also drove down shares in other companies linked to the industry.
SunPower Corp. (SPWR.O: Quote, Profile, Research), a California-based maker of solar panels spun out from Cypress Semiconductor Corp. (CY.N: Quote, Profile, Research) last November, fell 3.1 percent to $35.94 on the Nasdaq.
Evergreen Solar Inc. (ESLR.O: Quote, Profile, Research) fell as much as 5.8 percent but recovered somewhat by mid-afternoon to trade down 2.6 percent. Energy Conversion Devices (ENER.O: Quote, Profile, Research) shed as much as 2.1 percent but came back to trade down less than 1 percent.
SG Cowen analyst Robert Stone said he still rated Suntech a "buy" because of strong demand for solar energy and its efforts to make its panels more efficient.
"We believe scale, low cost, high capacity growth, high quality, and domestic supply relationships make it an attractive global solar ... play," Stone wrote.
Demand for solar panels has been fueled in part by government efforts to develop alternative energy supplies.
California recently adopted a $2.9 billion plan to install solar electricity panels on 1 million homes and buildings with the aim of making the state the world's third-biggest solar producer behind Japan and Germany.
China, whose booming economy has given it a tremendous thirst for oil and other fuels, has also made alternative energy, including solar, a centerpiece of its energy policy.
DSTI ist in den letzten Tagen stark aufgekommen.
Aktueller Spielstand:
13,43 (ESLR) : 13,32 (DSTI)
http://www.evergreensolar.com/slideshow/wafer/WF2006-02-13.html
Es wird wahrscheinlich ein prima Spiel heute. Wenn die Angaben von Yahoo stimmen wurde jetzt bereits vorbörslich ein Volumen gehandelt, dass sonst an normalen Börsentagen während der gesamten Handelszeit nicht erreicht wird.
RT Spielstand zur Zeit:
15,90 (ESLR) : 13,93 (DSTI)
Ein Wahnsinn...
Evergreen Solar, Inc. (Nasdaq: ESLR), a manufacturer of solar power products with its proprietary, low-cost String Ribbon(TM) wafer technology, today announced that it has entered into a four-year supply contract with S.A.G. Solarstrom AG (S.A.G.), based in Freiburg, Germany. The agreement calls for Evergreen Solar to ship approximately $100 million of photovoltaic modules to S.A.G. over the next four years.
Anzeige:
S.A.G. (Berlin: SAG) builds and operates solar power stations, and sells the generated energy to corporations and utility companies. S.A.G. plans to use Evergreen Solar's products to help satisfy the growing demand from those organizations. These products will be manufactured at Evergreen Solar's plant in Massachusetts and at EverQ's new 30-megawatt facility in Thalheim, Germany. EverQ is a strategic partnership between Evergreen Solar, Q-Cells AG of Germany and Renewable Energy Corporation ASA (REC) of Norway.
"This agreement with S.A.G. is in line with Evergreen Solar's plan to establish relationships with proven solar power leaders," said Richard M. Feldt, Evergreen Solar's president and chief executive officer. "Like our EverQ partners, S.A.G. has built an outstanding reputation in the marketplace, particularly in Germany. In this environment of surging demand for solar power products, we believe this will be a strong, mutually beneficial relationship for our two companies. The agreement also provides us with an opportunity to jointly seek additional ways to lower total system costs to the end-user."
Uwe Ilgemann, S.A.G.'s CEO, stated, "Evergreen Solar is emerging as a key innovator and manufacturer in the solar power market. We believe they will be a valuable long-term resource for us. We look forward to partnering with them in the years ahead to increase solar power's share of the energy market."
About S.A.G. Solarstrom AG
S.A.G. Solarstrom AG, one of the best-known systems integrators for photovoltaics, is among the pioneers on the international solar energy market. It distributes photovoltaic installations and the corresponding services to both private and corporate clients, using a franchise system with 70 current partners in Germany, as well as partners in Spain and Italy from 2006. S.A.G. Solarstrom AG develops financial products based on photovoltaics which it markets to investors via direct selling. In 2005, the company installed what is currently the largest solar plant worldwide. The group is an international player with several subsidiaries in Spain, Austria and Switzerland.
About Evergreen Solar, Inc.
Evergreen Solar, Inc. develops, manufactures and markets solar power products using proprietary, low-cost manufacturing technologies. The Company's patented crystalline silicon technology, known as String Ribbon, uses significantly less silicon than conventional approaches. Evergreen's products provide reliable and environmentally clean electric power for residential and commercial applications globally. For more information about the Company, please visit www.evergreensolar.com.
Evergreen Solar(R) is a registered trademark and String Ribbon(TM) is a trademark of Evergreen Solar, Inc.
A Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws. The Company cautions you that any statements contained in this press release which are not strictly historical statements constitute forward-looking statements. Such statements include, but are not limited to the Company's expectations regarding the anticipated benefits of the S.A.G. relationship; the amount of shipments to S.A.G.; the anticipated benefits of the Company's String Ribbon technology; the Company's plans for the EverQ facility; the Company's expansion strategy; the Company's distribution capabilities; and the Company's position in the solar power market. Such risks and uncertainties include, among other things, the following factors: the Company's business and results of operations could be materially impaired as a result of poor manufacturing or product performance or higher costs attributable to the expansion or operation of manufacturing facilities; the market for solar power products is emerging and rapidly developing, and market demand for solar power products such as the Company's products is uncertain; the Company has limited experience manufacturing large volumes of solar power products on a commercial basis at acceptable costs, which it will need to do in order to be successful; the Company faces intense competition from other companies producing solar power and other distributed energy generation products; the success of EverQ is subject to numerous risks associated with the development of manufacturing facilities in international markets and depends on many factors that are outside of the Company's control, including the availability of government grants and contributions by Q-Cells and REC; the risk that the Company may fail to bring to market new products under development or that any such products may not achieve commercial acceptance; the risk that technological changes in the solar industry could render its solar products uncompetitive or obsolete; the Company sells via a small number of reseller partners, and the Company's relationships with current or prospective marketing or strategic partners may be affected by adverse developments in the Company's business, the partner's business, competitive factors, solar power market conditions, or financial market conditions; the market for products such as the Company's solar power products is heavily influenced by federal, state, local and foreign government regulations and policies, as well as the availability and size of government subsidies and economic incentives, over which the Company has little control; and the Company is susceptible to shortages of specialized silicon that the Company uses in the manufacture of its products. In addition to the foregoing factors, the risk factors identified in the Company's filings with the Securities and Exchange Commission - including the Company's Annual Report on Form 10-K filed with the SEC on March 10, 2005 and Quarterly Report on Form 10-Q for the quarter ended October 1, 2005, filed on November 10, 2005 (copies of which may be obtained at the SEC's website at: www.sec.gov) - could impact the forward-looking statements contained in this press release. Readers should not place undue reliance on any such forward-looking statements, which speak only as of the date they are made. The Company disclaims any obligation to publicly update or revise any such statements to reflect any change in Company expectations, or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.
 |
|
|
|
|
Evergreen Solar (ESLR / ISIN: US30033R1086) : 15,68 $ (+11,28%)
Aktueller Tageschart (log) seit Juli 2005 (1 Kerze = 1 Tag)
Kurz-Kommentierung: Die Evergreen Solar Aktie kletterte exakt wie in der Vorgängeranalyse beschrieben an das erste Ziel bei 15,00 $ und prallte zunächst nach unten hin ab. Nach einer moderaten Korrekturbewegung oberhalb von 12,84 $ springt die Aktie nach einer Meldung heute vorbörslich deutlich nach oben. Aktuell wird sie im Bereich bei 15,68 $ gehandelt und wird damit deutlich oberhalb der 15,00 $ Marke eröffnen. Im Idealfall korrigiert sie nach einem Zwischenhoch nochmals bis 15,00 $ oder ggf. sogar 14,20 $ (Gap Close), um dann wieder deutlich anzuziehen und das AllTimeHigh bei 20,75 $ attackieren. Alternativ klettert die Aktie direkt bis 20,75 $ und vollzieht anschließend eine Korrekturbewegung. Insgesamt bleibt das technische Bild der Aktie sehr bullisch und zeigt einen äußerst starken Aufwärtstrend. Eine größere Abwärtskorrektur droht erst bei einem Rückfall unter die Kreuzunterstützung bei 12,41 - 12,98 $.
Meldung:Evergreen Solar nach Deal mit SAG
Der Solarzellenhersteller Evergreen Solar traf mit der deutschen SAG Solarstrom eine Übereinkunft über einen auf vier Jahre anberaumten Liefervertrag. Demnach wird Evergreen Solar an SAG zum Einsatz in Solarstationen photovoltaische Module im Wert von 100 Millionen Dollar liefern.
Endergebnis NASDAQ (vorbehaltlich dessen was nachbörslich passiert):
14,77 (ESLR) : 13,95 (DSTI)
Trotzdem, die Nachrichten für ESLR und SAG Solarstrom heute waren / sind gut.
Und möglicherweise ist das Potential noch lange nicht ausgeschöpft.