SOLAR-FABRIK, WKN:661471 Kauf
da liegst Du aber völlig falsch Börsensüchtiger.
Q-Cells Marktkap. 1.843,7 Mio
SolarWorld Marktkap. 3.751,0 Mio
Und lese mal ad-hoc da steht ja schon der Weltweite größte Solarproduzrent..
kopiere das noc wenn ichs aufgefunden habe, vor paar monaten war q-cells nur in Euro die -Nr1
Solon nachbörslich die mit Abstand größten Zu-Gewinne. Warum wohl?
Hoku Scientific and Solar-Fabrik Announce Plan to Increase Volume of Polysilicon Supply Agreement
KAPOLEI, HI and FREIBURG, GERMANY, Feb 06, 2007 (MARKET WIRE via COMTEX News Network) -- Hoku Materials, a division of Hoku Scientific, Inc. (NASDAQ: HOKU) established to manufacture and sell polysilicon for the solar market, and Solar-Fabrik AG (XETRA: SFXG), a vertically integrated solar power company, today announced that they have increased the total amount of their planned contract to approximately $175 million, and have extended their mutual deadline to finalize a polysilicon supply agreement.
On December 5, 2006, the parties announced that they had signed a non-binding Memorandum of Understanding ("MOU") whereby Hoku would supply polysilicon chunks to Solar-Fabrik over a fixed number of years at pre-determined pricing on a non-cancelable order. The MOU provided that sales of polysilicon were expected to generate between $120 and $140 million in revenue for Hoku over a several-year period commencing in approximately two years. The parties intended to conclude a definitive agreement within 60 days after signing the MOU. Based on continuing discussions and negotiations, the parties have decided to increase the total amount of the contract to approximately $175 million, and have provided for additional time to complete the definitive agreement. The parties intend to sign a definitive agreement within the next few weeks.
"In light of the positive progress that Hoku has made over the past few months with its polysilicon project, and our continuing discussions, we have decided to increase the volume of our planned polysilicon purchases from Hoku," said Christoph Paradeis, CEO of Solar-Fabrik. "Due to the modified structure of our planned agreement with Hoku, we requested additional time to finalize the contract."
"Based on recent developments in our contract discussions with Solar-Fabrik, we were pleased to offer them an additional allocation of our planned polysilicon production output," said Dustin Shindo, Chairman and CEO of Hoku Scientific. "We look forward to finalizing the agreement within the next few weeks."
About Hoku Scientific, Inc.
Hoku Scientific (NASDAQ: HOKU) is a clean energy technologies company that develops and manufactures fuel cell membranes and membrane electrode assemblies for stationary (including residential and back-up power applications) and automotive proton exchange membrane fuel cells. The Company is currently expanding its business to manufacture solar modules and polysilicon for the solar market. For more information visit www.hokuscientific.com.
About Solar-Fabrik AG
Solar-Fabrik has grown in only a decade from a solar panel maker to an internationally focused, stock market-listed, fully integrated solar power group. Solar-Fabrik and its subsidiaries and associates span the entire solar power value chain: wafer trading, wafer recovery, solar cell manufacture, solar module production and system solutions. Solar-Fabrik AG is headquartered in Freiburg, Germany, where the company's two factories turn solar cells into top-quality solar modules. Solar-Fabrik customers include solar energy specialists and general importers throughout Europe. Module production is ISO-certified and runs entirely on renewable energy, in what is Europe's first CO2-neutral zero emissions manufacturing facility for solar modules. Solar-Fabrik also provides customers with system solutions based on carefully matched high-quality components. GEWD is a silicon wafer trading house based in Kuala Lumpur (Malaysia) and is wholly owned by Solar-Fabrik AG. GEWD buys recyclable wafers from the semiconductor industry, opening up a new source of raw material previously unavailable to the solar power sector. Based in Chennai (India), Poseidon Solar-Services specializes in recovering recyclable wafers. Solar-Fabrik uses wafers recovered by Poseidon to manufacture high-quality solar cells. Singapore-based solar cell manufacturer SEP turns raw wafers recovered by Poseidon into high-quality solar cells. Solar-Fabrik AG holds a one-third stake in SEP.
Forward-Looking Statements
This press release contains forward-looking statements that involve many risks and uncertainties. These statements relate to Hoku and Solar-Fabrik's beliefs and expectations that the definitive agreement will ultimately be signed, and if it is signed, that it would generate approximately $175 million in revenue for Hoku; Hoku's ability to establish polysilicon production facilities and manufacture polysilicon, to manufacture polysilicon of sufficient quality; Hoku's future financial performance; Hoku's business strategy and plans; and objectives of management for future operations. In some cases, you can identify forward-looking statements by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "will," "would" and similar expressions intended to identify forward-looking statements. These statements involve known and unknown risks, uncertainties and other factors that may cause Hoku's actual results, performance, time frames or achievements to be materially different from any future results, performance, time frames or achievements expressed or implied by the forward-looking statements. Given these risks, uncertainties and other factors, you should not place undue reliance on these forward-looking statements. In evaluating these statements, you should specifically consider the risks described in Hoku's filings with the Securities and Exchange Commission. Except as required by law, Hoku assumes no obligation to update these forward-looking statements publicly, or to update the reasons actual results could differ materially from those anticipated in these forward-looking statements, even if new information becomes available in the future.
Hoku, Hoku Solar, Hoku Materials and the Hoku Scientific logo are trademarks of Hoku Scientific, Inc., all rights reserved.
CONTACTS For Hoku Scientific:
Tel: 808-682-7800
Contact via http://www.marketwire.com/mw/emailprcntct?id=E3BA367C642385F0
Naja, jedenfalls ärger' ich mich schon ziemlich, dass ich meine Solarworld-Aktien heute morgen nicht mehr losgeworden bin. War ja klar, dass es Gewinnmitnahmen geben würde, deshalb habe ich versucht, heute morgen noch rauszukommen, aber dann ging's ja doch ganz rasant runter und die Kurse um 65 Euro waren mir dann schon zu wenig. Bleibe ich halt dabei, sowohl bei Solarworld als auch bei Solar-Fabrik wird die Konsolidierung nicht ewig dauern, und die Aussichten bleiben unverändert hervorragend. Solar-Fabrik kann von mir aus noch was fallen, da wollte ich wie gesagt nochmal was nachkaufen...
1. 38er schneidet den 200er von unten nach oben
2. Die letzte mögliche Abwärtstrendlinie dürfte heute durch sein...
3. Das Wichtigste: achtet mal auf's Volumen, das war in den letzten Jahren nur 3 Mal so hoch wie aktuell, und jedes Mal sorgte das für einen Kursanstieg um 40-50% innerhalb weniger Wochen! Könnte also noch bis 14 oder 15 Euro hochgehen; erstes Ziel ist aber wohl zunächst die obere Begrenzung des Trendkanals bei etwa 12,95 Euro...
P.S. jetzt sind's schon 12,45 Euro... :)
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Ansonsten könnten weitere Ziele wie gesagt bei 12,95 Euro, 13,80 Euro oder 14,50 Euro sein, aber bei so kurzfristigen Prognosen tue ich mich dann doch eher schwer. Kann aber gut sein, dass es auch innerhalb der nächsten Wochen noch deutlich weiter hoch geht, die Zahlen und die Bestätigung des Hoku-Vertrags kommen ja erst noch...
http://biz.yahoo.com/ap/070206/hoku_materials_contract.html
Auch die 12,50, an der wir gerade hängen, ist nicht ohne Bedeutung, ist das 50%-Retracement zwischen dem ATH und dem Tief der (Seitwärts-)Korrektur der letzten Jahre. Ansonsten wurde im Bereich 11,33-11,37 Euro noch ein kleines Gap aufgemacht, falls das geschlossen werden sollte, würde ich dann auch nochmal gerne zugreifen...
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Nuying Huang, Taipei; Esther Lam, DigiTimes.com [Monday 12 February 2007]
With one of its top-five clients, Solar-Fabrik having inked a polysilicon supply agreement with Hoku Materials recently, E-ton Solar Tech said it is open to partnership with Hoku.
Solar-Fabrik is one of E-ton's chief customers with both parties having signed a five-year solar cell supply agreement deal in March 2006. Under the deal, E-ton will supply almost half of Solar-Fabrik's required solar cells through to 2011. The Germany-based solar application maker on February 5 also signed a US$175 million worth polysilicon supply agreement with Hoku. Industry sources noted that Hoku also signed a US$2.8 million worth solar cell deal with E-ton in October 2006.
The sources noted that relations among the three parties are good and the strengthened ties between them are likely to prompt Hoku to rise up as a new polysilicon supplier for E-ton. Hoku signed a seven-year deal with leading solar application supplier, Sanyo Electric during January 2007.
E-ton company officials say the company remains open to a partnership but declined to comment further on any speculations. Industry players comment that they see opportunity for further consolidation among these players and believe that polysilicon delivery time and price will be two very fundamental bargaining points for E-ton, given that the company's sufficiency on polysilicon is secured
Aber die E-Ton-News sind auch ganz interessant, eine Vertiefung der Geschäftsbeziehung mit denen kann für Solar-Fabrik nur gut sein und auch die Verhandlungsposition gegenüber E-Ton und auch Hoku stärken. Wer weiß, vielleicht macht es die Fabrik dann irgendwann so wie Q-Cells und kauft sich bei denen sogar ein...
Wenn wir Glück haben, geht's jetzt noch weiter hoch bis zum oben eingezeichneten Widerstandsbereich bei 13,50 Euro, ansonsten kann's aber auch jetzt direkt zu einer Verschnaufpause kommen (wegen Trendkanalobergrenze).
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Meine Ziele für die hoffentlich bald beginnende Korrektur: 12,65 Euro und vor allem 11,75 Euro. Werde dann je nachdem, was die Indikatoren so sagen, entweder in zwei Tranchen wieder reingehen oder auf die 11,75 warten. Und selbst wenn es doch wider Erwarten weiter hoch gehen sollte, werden wir bestimmt nochmal Kurse in der aktuellen Region zu sehen bekommen, dann wäre für mich auch nicht viel verloren. Es sei denn, die oben genannten News kommen doch schon früher und der Kurs geht durch die Decke, aber das hoffe ich mal einfach nicht...
Korrektur auf diesem Niveau auch ausbleiben!
(Aber vom Gewinnemitnehmen ist noch niemand arm geworden, sagt ein altes und sympathisches Sprichwort :-)
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