$$$ SunPower, die amerikanische SW $$$

Citigroup - SunPower "hold"

14:13 11.01.11

Rating-Update:

New York (aktiencheck.de AG) - Timothy M. Arcuri, Analyst der Citigroup, stuft die Aktie von SunPower (Profil) weiterhin mit "hold" ein. Das Kursziel werde nach wie vor bei 17 USD gesehen. (11.01.2011/ac/a/u)  

http://seekingalpha.com/article/...-with-edward-guinness?source=yahoo  

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

http://www.istockanalyst.com/article/viewiStockNews/articleid/4808125

(Source: The Modesto Bee)trackingBy John Holland, The Modesto Bee, Calif.

Jan. 13--SANTA NELLA -- The largest solar plant in the Northern San Joaquin Valley could rise on about 1,000 acres near San Luis Reservoir.

Southern California Edison this week agreed to buy the electricity from the plant, assuming it gets a permit from Merced County.

The 110-megawatt plant, capable of meeting the demand from about 71,000 homes, would be built by SunPower Corp. of San Jose.

The same company has proposed a 25-megawatt plant on north McHenry Avenue to supply the Modesto Irrigation District. Both projects would use arrays of photovoltaic cells to turn sunlight into electricity.

The Santa Nella purchase agreement was one of seven solar deals announced Monday by SCE, which serves about 4.9 million customers in the south state and several other areas.

The projects, totaling 831 megawatts, also are in Kern and Los Angeles counties. Together, they are among the biggest investments in solar by any utility to date.

"This is an unprecedented time for solar photovoltaic," Marc Ulrich, SCE's vice president for renewable and alternative power, said in a news release. "We're seeing growth in technological advances and manufacturing efficiencies that result in competitive prices for green, emission-free energy for our customers."

The construction cost and the price per kilowatt-hour for the Santa Nella project were not disclosed. SunPower spokeswoman Ingrid Ekstrom did say the cost is "competitive" with other renewable sources and with plants fueled by natural gas, the main conventional source.

The plant would be built on ranch land straddling the California Aqueduct just upstream of where it feeds into the San Luis Reservoir. The site is owned by River East Holdings of Sacramento, according to county records.

SunPower aims to get a permit this year and complete the project in 2014. It also is planning a pair of Kern County plants for SCE, totaling 601 megawatts.

This week's announcement "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, in a news release.

The McHenry project still needs a permit from Stanislaus County. SunPower is close to releasing a draft environmental impact report for public comment and aims to complete the system in 2012.

The MID has agreed to pay 17 cents per kilowatt-hour for the power, about twice what it pays on average for all sources. The solar array would meet just 2 percent of annual demand but could be useful on summer afternoons and evenings, when demand peaks and outside power is costly.  

http://investors.sunpowercorp.com/releasedetail.cfm?ReleaseID=543683  

SunPower to Announce Fourth-Quarter, Year-End 2010 Results on February 17, 2011
Event to be Webcast at: http://investors.sunpowercorp.com/events.cfm

SAN JOSE, Calif., Jan. 18, 2011 /PRNewswire-FirstCall/ -- SunPower Corp. (Nasdaq: SPWRA, SPWRB) will announce its fourth-quarter and year-end 2010 financial results in a conference call on Thursday, February 17 at 1:30 p.m. Pacific Time.  The call-in number is 517-623-4618, passcode SunPower.  The call will be webcast and can be accessed from SunPower's website at http://investors.sunpowercorp.com/events.cfm.

The earnings press release and supplemental financial information will be made available on the SunPower website at http://investors.sunpowercorp.com/events.cfm at 1:05 p.m. Pacific Time on February 17, 2011.

**************************************************

Diesmal wird's richtig spannend!  

http://seekingalpha.com/article/...the-socal-edison-deal?source=yahoo  

FSLR steht schon auf Conviction Buy List von Goldman Sachs!

More to come!  

http://www.thestreet.com/_yahoo/story/10984832/1/...REE&cm_ite=NA  

...China Confronts Polysilicon Oversupply

http://seekingalpha.com/article/...olysilicon-oversupply?source=yahoo

Zitat:
Our research indicates at least 75% of the small producers in China, who are still in the early stage of production will be shut down. Domestic analysts predict that this new regulation is very positive for big players who have already established production, such as LDK Solar (LDK), ReneSola (SOL) and GCL Solar.

First Solar (FSLR) and Sunpower (SPWRA) should also get boost as pricing pressure eases over time as the sector moves at a healthier pace.  

aber gewaltig!

http://seekingalpha.com/article/...y-in-clean-technology?source=yahoo

Obama's State of the Union Address Should Fuel Rally in Clean Technology

1. The Research and Development opportunity ahead is comparable to that presented by the Space Race
2. Biofuels – breaking the oil monopoly
3. The Electric Car
4. Clean Power Generation
5. Finally, paying for it all  

Erneut Anlauf auf die 15USD ...  

http://www.prnewswire.com/news-releases/...-university-115100934.html  

klappt der Durchbruch diesmal?  

mit mehr als 15 US$ aus dem Handel!

Morgen Bestätigung? Seitwärtsphase jetzt endlich beendet?

SPWR (und FSLR) laufen gut z.Zt.  

das möchten alle hier Investierten hoffen....

 

http://news.cnet.com/8301-11128_3-20030710-54.html

The Department of Energy announced a $27 million research program to slash the cost of solar power by 75 percent in 10 years, making utility-scale solar the same or cheaper as fossil fuel-generated electricity.

**************************************************

http://www.sanluisobispo.com/2011/02/03/1470007/...r-project-has.html

The commission made no final decisions Thursday. But it agreed that the 250-megawatt SunPower project should proceed.  

SunPower’s stock is often interesting because of its enticingly low valuation joined with very high short interest. If SPWRA can report some good news or upside  surprise, this combination can turn explosive as buyers rush to grab  some “cheap” shares and traders scramble to close out large short  positions.

http://seekingalpha.com/article/...-out-ahead-of-earnings?source=feed

 

Auriga analyst Mark Bachman this morning argues that the recent run-up in shares of SunPower (SPWRA) — it is up some 17% in the last month — is “more than a little overdone.” He reiterated a Sell rating and an $11 price target.

The issue is cash flow. Bachman notes that although he expects a decent earnings reporting season across the board for solar tech, SunPower, which reports on Thursday, has the onus of showing it can generate cash from operations given a general downtrend in industry pricing that he expects in the second half of this year.

“We are not inclined to move off our bearish stance on SunPower cost until we see evidence it can at least match the coming price declines if not actually keep pace with Asian cost programs,” writes Bachman. Bachman doesn’t think Thursday’s report will show any sign of cash flow improvement.

Bachman expects that recent strength in the Italian solar energy market has delayed a drop in industry prices: it will now happen from Q2 to Q3, the thinks, rather than the original drop from Q1 to Q2, he thinks, though it won’t be a “freefall” in prices, he believes.

SunPower shares today are up 18 cents, or 1%, at $16.22, and I would note that The Fly On The Wall is reporting the stock may be getting a lift from rumors of a takeover — again.

http://blogs.barrons.com/techtraderdaily/2011/02/...?mod=yahoobarrons  

http://www.reuters.com/article/2011/02/15/...GreenBusiness&rpc=43  

http://istockwizard.blogspot.com/2011/02/...tion-nasdaq-spwra-q4.html  

http://blogs.barrons.com/techtraderdaily/2011/02/...?mod=yahoobarrons

Und SunPower läuft und läuft und läuft! Das ist nicht SolarWorld, nein das ist Amerika und da ticken die Uhren doch noch anders ;)  

SunPower Reports Record Fourth-Quarter and Fiscal Year 2010 Results

http://finance.yahoo.com/news/...d-prnews-461544727.html?x=0&.v=1

eigentlich müsste die Leidenszeit ab heute beendet sein :-)

 

das Thema Accounting Errors scheint jetzt verdaut und nun etabliert sich ein neuer Aufwärtstrend.

In SunPower bin ich dicker drin als in SolarWorld (wenn auch größter Produzent in den USA), aber SP hat meiner Meinung nach Vorzug in den USA, aber auch SW wird über die Jahre hinweg kommen. Asbeck kriegt es immer wieder hin.

Und wenn man sich anschaut, wie jetzt offensichtlich wieder das große Geld in die Solaris gepumpt wird, da kann man nur staunen.

Nie im Leben hätte ich gedacht, daß Q-Cells so schnell wieder von knapp unter 2€ auf über 3€ schießt, aber wenn selbst diese potentielle Pleitebude dermaßen steigt und auch Pleitekandidat Solon dermaßen gezockt wird, dann müssen die wirklich großen Solarbuden, wie SunPower, SolarWorld und First Solar auch steigen, auch wenn First Solar bei Vielen als überbewertet gilt, aber wen juckt das, da gibt es so viele Läden von!

Nach 6 Wochen 2011 macht es den Eindruck, als ob 2011 das Comeback der Erneuerbaren Energien wird, es bleibt auf jeden Fall spannend.

So, bin jetzt weg auf finance.yahoo.com und studiere die Zahlen ;)  

Nachbörslich lässt auf einen schönen Shortsqueeze hoffen morgen ;)

Auriga's Analyst Mark Bachman sieht heute richtig richtig alt aus!

Adios muchacho :P