Energie Terug naar discussie overzicht

First Solar

1. kck 26 november 2008 23:13

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   www.iex.nl/forum/topic.asp?forum=23&t...
   
   KW 30
   koers/boek 10
   
   geen schulden.
   
   finance.yahoo.com/q/ks?s=FSLR
   
   investor.firstsolar.com/financials-ke...
   
   Dunno,Q-cells wellicht aantrekkelijker
   
   blijft een gok
2. [verwijderd] 26 november 2008 23:46

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   quote:

   kck schreef:

   Q-cells wellicht aantrekkelijker
   
   

   Right!
   Begrijp Potuijt ook niet.
   Misschien heeft ie op het dieptepunt Q-cells verkocht?
   Nergens iets kunnen lezen waarom hij geen positie meer heeft in Q-cells.
   Wrok?
   ???
   Meer provisie First solar?
   
   Q-cells feels good.
   
   gr.fes
   
   
3. kck 27 november 2008 14:42

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   quote:

   fes schreef:

   Q-cells feels good.
   
   gr.fes
   
   

   Kan me voorstellen:
   
   Variation sur 5 jours : +52.03%
   
   S6..fes
4. Peetiex 5 december 2008 14:33

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   quote:

   kck schreef:

   www.iex.nl/forum/topic.asp?forum=23&t...
   
   KW 30
   koers/boek 10
   
   geen schulden.
   
   finance.yahoo.com/q/ks?s=FSLR
   
   investor.firstsolar.com/financials-ke...
   
   Dunno,Q-cells wellicht aantrekkelijker
   
   blijft een gok
   

   volg zelf al een aantal weken: SAG Solarstrom AG
   (als groen fonds)
   Liep tot de laatste week in vlakke lijn omhoog maar de laatste week zakt ie weer weg.
   Wel een fonds dat van buiten af niet opvalt, stabiel is in basis en daardoor weer aantrekkelijk is voor long.
   
   Beleggen is keuze's maken.
5. kck 6 december 2008 14:20

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   Tnx
   
   www.solarstromag.net/
   
   Wel erg peuterig,110 werknemers.
6. [verwijderd] 8 december 2008 21:10

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   www.thesistools.com/?qid=65409&ln=ned
   
   Willen jullie bovenstaande enquete even invullen? Het betreft 10 vragen over beleggen in olie. De uitkomsten worden verwerkt in een rapport welke dient ter stimulatie van het beleggen in oliegerelateerde beleggingen, ook voor institutionele beleggers. Geïnteresseerden kunnen dit rapport na afronding bij me opvragen:
   0771313@student.hro.nl
   
   Alvast dank
7. [verwijderd] 15 december 2008 21:45

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   First Solar's (FSLR) thin-film panels might be piling up in European warehouses, a bad omen for a company envied by many in the solar industry.
   
   A ThinkEquity research note on Friday estimated that six key First Solar customers aren't able to install the solar panels quick enough. Those customers, including EDF Energies Nouvelles, Conergy, Ecostream, Phoenix Solar and Colexon, might have an even tough time doing so in 2009, when First Solar is due to ship even more panels to them than it did in 2008.
   
   Jonathan Hoopes, managing director of energy technology research at ThinkEquity, wrote:
   
   We believe there are multiple of 10MW's of First Solar panels sitting in customer warehouses. Moreover, we don't expect these modules to move out soon, given weakening economics, lower natural gas prices, higher interest rates, and tougher underwriting requirements.
   
   While an inventory build up is bad news for First Solar and its customers, the phenomenon might spell more trouble for crystalline silicon panel makers, said Travis Bradford, president of the Prometheus Institute, which tracks the solar market.
   
   The market is currently dominated by makers of crystalline silicon panels, which can convert more sunlight into electricity than thin-film panels like the ones from First Solar. But First Solar, which uses cadmium tellurium instead in its panels, is known for producing panels cheaper than anyone else.
   
   Last month, the Tempe, Ariz.-based company said it was making panels at $1.08 per watt. It's selling panels at roughly $2.50 per watt.
   
   Bradford, who also is an advisor to Greentech Media, said:
   
   It says a lot more about crystalline silicon module pricing than First Solar's value offerings. If the best-value product is piling up, then it's really bad news for the less-valued products.
   
   The news follows reports from a week ago that installers and distributors in Spain are grappling with excess supply. Some installers there have dropped the price to $3 a watt.
   
   "Spain is a bit of a mess," said Paula Mints, a solar analyst with Navigant Consulting. "Where are those panels going to go in this economic downturn? We are in a precarious situation."
   
   Hoopes estimated First Solar shipped about 208 megawatts worth of panels to the six customers between the second half of 2007 and 2008. He combed through company announcements and presentations and figured that roughly 105 megawatts, leaving 103 megawatts in their inventories.
   
   Hoopes cautions that his estimates might be too high, given feedback he received from a few companies. Colexon and Conergy told Hoopes that some of the panels in their inventories are being sold through their wholesale or retail outlets.
   
   Colexson's CFO Henrik Christiansen said an inventory that lasts 60 days to 75 days is considered "healthy," Hoopes wrote.
   
   The company has been expanding its factories to prepare for shipping more panels in 2009, a move that would seem unwise given the depressing global economy, Hoopes said. A growing number of solar companies, including Q-Cells in Germany, have recently cut production and sales outlook (see Q-Cells Cuts Sales Forecast After Customers Delay Deliveries).
   
   First Solar is scheduled to deliver 353 megawatts worth of panels to the six customers in 2009, according to Hoopes' estimate.
   
   Most of First Solar's panels go to customers based in Germany, followed by France and Spain, according to First Solar's filings with the U.S. Securities and Exchange Commission. All three countries have feed-in tariff policies, which require utilities to pay government-set rates for all solar energy produced in the country. The solar electricity rates are higher than the prices for conventional power, making solar energy development a lucrative business.
   
   The feed-in tariffs have made Germany and Spain the top two solar markets worldwide.
   
   Hoopes downgraded First Solar's stock and reduced the price target to $105 per share from $175 per share.
   
   First Solar's shares dropped less than 1 percent to close at $116.92 per share Friday.
   
8. [verwijderd] 17 december 2008 20:52

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   First Solar Reaches Grid-Parity Milestone, Says Report
   
   An analysis of First Solar's system in the Nevada desert argues that solar costs less than coal.
   
   Renewables rejoice.
   by: Ucilia Wang
   December 16, 2008
   
   First Solar has made it to grid parity, according to at least one analyst.
   
   A 12.6-megawatt system installed by First Solar (NSDQ: FSLR) for Sempra Generation showed that the system can produce electricity at below the price of conventional power in the United States, said Mark Bachman, an equity analyst at Pacific Crest, in a research note Tuesday.
   
   The solar power plant, located in the Nevada desert, costs $0.075 per kilowatt hour to install without any subsidies, Bachman wrote. Conventional power fed into the grid costs $0.09 per kilowatt hour.
   
   "In our view, the industry leaders will be those companies that can deliver electricity at or below grid parity pricing without the aid of subsidies while also delivering superior return to shareholders," Bachman said. "Currently, only First Solar can claim these achievements, in our view."
   
   Bachman's cost calculations, of course, are impacted by a number of factors and others will likely come to different conclusions. Part of the calculation relies on what others are achieving in other locations with different kinds of panels. Nonetheless, it underscores the progress the industry is making toward the important milestone.
   
   And First Solar isn't the only narrowing in on it. Yesterday, Cypress Semiconductor CEO T.J. Rodgers told a group of reporters that power from crystalline silicon solar panels will be cheaper than coal power by 2012 when transmissions lines, utility bureaucracy and other factors are added in.
   
   "We are zeroing in on parity," Rodgers said. "We're going to match PG&E (Pacific Gas and Electric) by 2012. Within a couple of years, the price of solar will be just as cheap."
   
   Rodgers invested in SunPower in 2000 when it had 40 employees. He turned the shares over to Cypress later. SunPower now sells billions worth of panels a year.
   
   First Solar, based in Tempe, Ariz., makes thin-film solar panels using cadmium tellurium as the key ingredient to convert sunlight into electricity. It's one of a handful of thin-film companies to be producing panels in high volumes and the only one turning out cad tel panels in volume.
   
   Most of the solar panels today use crystalline silicon, which is able to convert more sunlight than materials used by thin-film makers. Next year, a handful of manufacturers will start making copper indium gallium selenide (CIGS) solar cells.
   
   First Solar's claim to fame for the past several years has been in its ability to churn out large numbers of panels and a fairly low cost. Last month, the company said it was able to produce panels at $1.08 per watt. The figure, however, is a blended average of all of the company's factories. First Solar's cost out of its Malaysian factories is lower, closer to 75 cents.
   
   The $40 million system at Sempra is comprised of 168,300 panels, which First Solar installed at a cost of $3.17 per watt, Bachman wrote. (The installed cost is higher because it includes frames and installation, not just the solar module.)
   
   He then used SunPower's installation of a 14.2-megawatt system at the Nellis Air Force base in Nevada for comparison. Bachman said SunPower's crystalline silicon panels cost $7.04 per watt to install.
   
   After figuring out how much electricity the system is generating, Bachman determined that it costs $0.164 per kilowatt hour.
   
   He concluded that for the SunPower system to generate electricity at the same rate (in kilowatt-hours) as First Solar's, SunPower would have to cut its panel prices by 52 percent and sell them at $3.4 per watt.
   
   But Bachman went on to argue that the solar industry cares too much about the cost of producing and installing panels, and not enough about the how much a system costs in terms of its power generation, in kilowatt-hours. He noted that financial analysts should do so when dissecting the average selling price of a company's panels.
   
   "By focusing on the cost/kWh calculation, we can compare competing business models on a defined metric that is independent of technologies," he said.
   
   Bachman also figured that First Solar's system make more efficient use of real estate than SunPower's, something that contradicts SunPower's claim and the estimates of others.
   
   SunPower's system needs more space because it uses a tracking system to point the panels to the sun throughout the day. Crystalline panels perform the best when facing the direct sun.
   
   By using the tracker, however, the panels need to be farther apart to avoid the shadow cast by other panels as they follow the sun, Bachman said. That means it would take more space to fit a SunPower system than a First Solar system at comparable capacity, he said.
   
   First Solar tilted its panels at a fixed angel instead. Its cadmium-telluride panels might not be as efficient as SunPower's panels under direct sun, but the thin-film panels do better at converting diffused light.
   
   SunPower, however, achieves a far higher efficiency. It sells panels that can convert 20 to nearly 23 percent of the sunlight that strikes them into electricity. First Solar's cad tel panels wallow around the ten percent range.
   
   
9. hobbykip 9 september 2009 00:55

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   Now We're Talking!
   2 Gigawatt in China
   
   www.nasdaq.com/aspx/stock-market-news...
10. [verwijderd] 9 september 2009 08:22

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    Yep,en meteen de halve sector in het groen!
    ff naar beneden scrollen;
    www.google.com/finance?q=NASDAQ:FSLR
    
    Gr,
    
    JJ
11. [verwijderd] 18 mei 2012 21:06

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    First Solar, Inc. (FSLR)-NasdaqGS
    13.77 1.15(7.71%)
    
    minder dan een jaar geleden nog $137.70
    
    
12. voda 27 september 2012 21:25

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    Met dank aan poster Bobo!
    
    First Solar May Supply World’s Biggest Solar Power Plant
    
    By Christopher Martin - Sep 27, 2012 8:22 PM GMT+0200
    
    First Solar Inc. (FSLR), the world’s largest maker of thin-film panels, may win a contract to supply NextEra Energy Inc. (NEE) for what would be the world’s biggest solar farm.
    
    First Solar may be the only manufacturer with the capacity to supply enough thin-film panels for NextEra’s Blythe project, which is evaluating the technology, Ben Schuman, an analyst at Pacific Crest Securities in Portland, Oregon, said today in an interview.
    
    First Solar is building the 290-megawatt Agua Caliente solar farm in Arizona for NRG. Photographer: Joshua Lott/Bloomberg
    .
    NextEra is considering thin-film cadmium telluride solar panels as one possible technology for its 1,000-megawatt Blythe project in southern California, according to a document filed with the California Energy Commission Sept. 24.
    
    “It would definitely be a positive for First Solar if they were able to win a 1,000-megawatt project,” Schuman said today in an interview.
    
    NextEra hasn’t decided on a panel supplier for the project and may use more than one, said Steven Stengel, a spokesman for the Juno Beach, Florida-based power company.
    
    First Solar, based in Tempe, Arizona, is already working with the power company on another project, the 550-megawatt Desert Sunlight power plant in Riverside County that’s jointly owned by NextEra and General Electric Co.
    
    First Solar also built a 21-megawatt project in the city of Blythe for NRG Energy Inc. (NRG) that was commissioned in 2009 and sells electricity to Edison International (EIX)’s Southern California Edison utility under a 20-year contract.
    
    Blythe Purchase
    
    NextEra received approval June 27 from a bankruptcy court to purchase Blythe from the former developer, the bankrupt SolarTrust of America LLC.
    
    First Solar is building the 290-megawatt Agua Caliente solar farm in Arizona for NRG. It’s 85 percent complete with about 250 megawatts of capacity in operation, making it the world’s biggest solar project producing electricity, according to First Solar.
    
    First Solar rose 5.3 percent to $22.01 at 2:16 p.m. in New York. The shares have declined 70 percent in the past year. Alan Bernheimer, a First Solar spokesman, declined to comment on a potential agreement with NextEra.
    
    To contact the reporter on this story: Christopher Martin in New York at cmartin11@bloomberg.net
    
    To contact the editor responsible for this story: Reed Landberg at landberg@bloomberg.net
    
    
13. voda 27 september 2012 21:27

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    quote:

    lijkenpikker schreef op 18 mei 2012 21:06:

    First Solar, Inc. (FSLR)-NasdaqGS
    13.77 1.15(7.71%)
    
    minder dan een jaar geleden nog $137.70
    
    

    First Solar, Inc. (FSLR)
    -NasdaqGS
    
    23.62 2.72(13.01%)
    
    finance.yahoo.com/q?s=FSLR
14. voda 10 oktober 2012 16:43

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    First Solar partners with Kiran Energy and Mahindra Solar One
    
    The Economic Times reported that first solar has completed the agreements with Kiran Energy Solar Power and Mahindra Solar One for supplying its advanced thin film solar modules for solar projects of the two companies in Rajasthan.
    
    The company in a statement said that "First Solar, Kiran Energy Solar Power and Mahindra Solar One have completed an agreement for the supply of former's advanced, thin-film solar modules for two solar photovoltaic power plants totalling 50 MW in Rajasthan."
    
    Kiran Energy and Mahindra Solar One, a JV between Kiran Energy and Mahindra are developing 20 MW and 30 MW solar projects, respectively, in Rajasthan under the second batch of the first phase of the national solar mission. The NSM aims to install 20,000 MW of new solar electricity generating capacity by 2022.
    
    However, First Solar will supply more than 5,85,000 advanced thin-film solar modules for the two projects. The construction on these projects are expected to begin this year and be completed in the Q1 of 2013.
    
    Mr Sujoy Ghosh First Solar India Country Head said that "We look forward to work with these companies to support India's renewable energy goals and we are pleased they selected our technology as the best solution for the high ambient temperatures and diffuse sunlight conditions here."
    
    The two projects are expected to produce an average of more than 85,000 MW hours of clean electricity per year, equivalent to the annual electricity needs of more than 97,000 average Indian households and displace more than 80,000 tonnes of carbon dioxide per year.
    
    Mr Pramoda Karkal COO of Kiran Energy said that "This partnership will enable us to create a high quality solar plant that could rank among the best in the country in terms of quality, uptime and output."
    
    Source - The Economic Times
    
15. [verwijderd] 27 november 2012 20:59

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    quote:

    lijkenpikker schreef op 18 mei 2012 21:06:

    First Solar, Inc. (FSLR)-NasdaqGS
    13.77 1.15(7.71%)
    
    minder dan een jaar geleden nog $137.70
    

    vandaag uitgebroken
    eindelijk door de $26
    leverder even een spurt op in 5min van $25,80 naar $27,20
    Viel zojuist toch weer terug tot $25,80
    Nu $26,10
    Een slot boven de $26 is belangrijk.
    Dan schieten we zo door naar de $30 volgens mij...
    
16. [verwijderd] 5 december 2012 16:56

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    quote:

    lijkenpikker schreef op 27 november 2012 20:59:

    [...]
    
    vandaag uitgebroken
    eindelijk door de $26
    leverder even een spurt op in 5min van $25,80 naar $27,20
    Viel zojuist toch weer terug tot $25,80
    Nu $26,10
    Een slot boven de $26 is belangrijk.
    Dan schieten we zo door naar de $30 volgens mij...
    

    Fonds: share First Solar Inc
    Beurs: NASDAQ
    Laatste Volume Lokale tijd
    Laatste $ 30,46 100 10:38:47
    Verschil $ 0,86 2,9054 %
    
    Je zal dr maar vet in zitten...
17. [verwijderd] 4 januari 2013 00:55

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    Whoa-oa-oa! I feel good, I knew that I would, now
    I feel good, I knew that I would, now
    So good, so good, I got you
    
    Whoa! I feel nice, like sugar and spice
    I feel nice, like sugar and spice
    So nice, so nice, I got you
    
    Fonds: share First Solar Inc
    Beurs: NASDAQ
    Laatste Volume Lokale tijd
    Laatste $ 34,42 141.032 03-01-2013
    Verschil $ 2,43 7,5961 %
    
    
18. [verwijderd] 9 januari 2013 13:12

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    finance.yahoo.com/mb/FSLR/
19. [verwijderd] 15 januari 2013 20:23

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    finance.yahoo.com/echarts?s=ASYS+Inte...
20. [verwijderd] 9 april 2013 21:53

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    eindelijk...
    vet kassa!!!
    
    First Solar, Inc. (FSLR)-NasdaqGS
    40.63 13.59(50.26%)