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First Solar Inc. have released its most advanced thin-film photovoltaic (PV) module, the Series 3 FS-392, which is rated at 92.5 watts. The new FS-392 module maintains all the existing IEC certifications and UL listings for the Series 3 family, including UL listing for 1000-volt systems.
“The FS-392 demonstrates the success of First Solar’s R&D investment to drive higher and higher module conversion efficiencies into production,” says Tom Kuster, First Solar Vice President of Product Management and System Technology. “This increase in module efficiency, coupled with our thin-film technology’s real-world yield advantage when compared to crystalline silicon PV, results in higher energy density and lower levelized cost of energy (LCOE).”
One of the drivers of First Solar modules’ performance advantage over crystalline silicon solar modules is a lower temperature coefficient, delivering higher energy yields at elevated operating temperatures typical of utility-scale power plants in sunny regions.
http://www.onlinetes.com/first-solar-thin-film-module-121612.aspx
Das scheint sie wohl zu werden, die technisch längst fällige Korrektur.
"Hin und her" macht übrigens keine Taschen leer, wenn man es mit Sinn und Verstand macht, also wenn man Bewegungen voraus handelt und nicht als Lemming hinterher läuft . Gerade bei First Solar konnte man mit Spitzen-Trading enorme Gewinne erzielen.
Wie auch immer, es ist spannend, wie die Woche verlaufen wird und wie heftig der Wert korregieren wird. Entscheidende Marken werden 30$ und 27,50$ sein.
Blödsinn, das heutige minus kommt von den Bashern "The Cost "!! Die wollen nochmal günstig nachkaufen, das ist alles. Deshalb muss man First solar schlecht machen, und wenn der Kurs fällt, dann bring ich eben einen positiven Bericht ! Frechheit !!
Biggest Reason Why First Solar Is A Short - It's The Cost, Stupid
Introduction
The Solar Industry is one of the most interesting and dynamic industries out there with changes playing out in multiple dimensions. First of all there is the news of bankruptcies and job losses almost every day as the massive solar capacity glut works itself out. Then there is the cacophony of the trade fights between the major countries like China, USA and Europe. In this noise the fundamentals of the solar companies and the industry is being missed by investors who run up and down the stocks based on single news point such as China increasing support or the US imposing duties.
The First Solar (FSLR) stock has seen a dramatic run up in recent times as the company has announced a number of big solar project wins in recent times. Compared to the other solar companies which are making huge losses, First Solar profits in the solar industry have stood out. However investors are missing out on how the fundamentals of the company are deteriorating each quarter. We see the increasing stock price of the company as a great opportunity to either short the company or for a pair trade with a beaten down but fundamentally good solar stock.
Biggest Reason why First Solar is a short
It's the Cost, Stupid - First Solar had a massive cost advantage over other solar companies in 2008 which was almost a difference of 50%. This was mainly due to the high costs of polysilicon which used to make 80% GM for its producers like MEMC (WFR). However that cost disadvantage for crystalline silicon solar panel players has gone away permanently with a massive amount of low cost polysilicon capacity being built in the last few years. Along with the decrease in raw material prices, the processing costs for silicon solar modules have also decreased at a mind boggling rate. From $1.2/watt processing cost in 2009-10, the processing cost for modules has gone down to 47c/watt . That is a 60% decrease in processing cost in 2 years . While First Solar has also managed to decrease costs by about 10% every year, it is far from matching the cost decrease in silicon solar panels. Chinese solar panel costs (Jinko (JKS), Canadian Solar(CSIQ) , Trina Solar (TSL)) have gone down to 60c/watt while First Solar is still stuck at 65c/watt for its lower efficiency solar panels.
Other Reasons Why First Solar is a short
There is a very strong possibility that it will eventually have to shut down its entire thin film solar capacity sometime in the future. This will lead to billions of dollars in impairments.
Summary
It's fashionable to short the solar industry given the dramatic price declines in stock prices. However, the industry will bottom eventually as the prospects of the industry are one of the best in the world. These prospects have led to the current situation of every Tom, Dick and Harry jumping into the industry (think GE (GE), Siemens (SI), LG, Honda (HMC), Saint Gobain ). This had led to a huge churn in the industry as the small and unfocused companies are getting out. Despite the massive losses, the best companies are growing stronger as the competition is forced to downsize or get out.
http://seekingalpha.com/article/...-it-s-the-cost-stupid?source=yahoo
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Für mich Grund genug um First Solar nachzukaufen !
Mit Wertungen wie "Blödsinn" solltest insbesondere Du sehr vorsichtig sein.....
Meinst Du wirklich ein alberner Artikel auf seekingalpha könne den Kurs beeinflussen - lol!
FSLR ist technisch einfach überkauft, auch unter Berücksichtigung der Short-Situation. Eine Korrektur war überfällig und ohne dramatische News wird sich diese auch noch fortsetzen.
scheint durchaus möglich, wenngleich ich den Eindruck habe, dass das ganze noch sehr stabil bullish aussieht. Der Kurs hält sich sehr hartnäckig um die 32 USD und ist bisher nicht nachhaltig nach unten durchgebrochen. Das Aufwärtsmomentum sehe ich immer noch intakt. Ich muss allerdings auch dazusagen, dass ich nicht der Mega-Charttechniker bin, da kennt sich beatthedealer sicher deutlich besser aus.
Ich bin sehr gespannt wie es die kommenden Tage weitergeht, glaube aber, dass wir die 40 USD bald sehen werden.
Chart ist zwar vom 27.11.12 aber das haut hin.
redaktion.boerse-go.de/cms/gallery/0000068828.jpg" style="max-width:560px" />
First Solar launches its Series 3 module Companies and organisations mentioned: First Solar, Duke Energy Renewables, Gato Montes Solar Power Project, Vis-solis, Solmotion, University of Arizona, Stion, Global Photonic Energy, University of Michigan
http://news.pv-insider.com/thin-film-pv/...%E2%80%93-18-december-2012
http://www.deraktionaer.de/aktien-deutschland/...-und-co-19070559.htm
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Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
4 | 892 | Trina Solar - Die strahlende Perle | Balance1 | H731400 | 25.04.21 13:17 | |
16 | 2.334 | TOP-Solargewinner nach der großen Krise | watchandlearn | H731400 | 17.11.16 13:28 | |
10 | 421 | Trina Solar | nightfly | youmake222 | 04.03.15 21:02 | |
18 | ich nichts Verkaufw, ehe sen schrott solarw. | verobello | elle26elle | 20.01.10 11:06 |