The Phoenix
Shares fully diluted(m): 372.4
Shareprice (NOK): 18.0
M.cap (musd): 791
NIBD (musd): 82
EV (musd): 873
THE CASE: TRANSITIONING TO A BATTERY PLAY COULD IMPLY 5X UPSIDE!
After years of challenges due to the solar trade war between the US and China, REC Silicon is positioned to turn around the battery industry and become the leading provider of silane gas to the producers of silicon anodes for battery application. A market that is set to grow exponentially as EV manufactures and battery producers scramble to increase efficiency and longevity while at the same time as cutting costs and weight. Some customers of REC today (Sila Nano and Group 14) have managed to overcome this issue by replacing anodes in Lithium-Ion batteries made from graphite carbon with silicon. This improves energy density as silicon can store 10x lithium vs carbon. High purity Silane is the most efficient way of making silicon anodes.
REC is the only producer of silane gas in Europe and USA and has a capacity of 7.000 MT in Butte and 25.000 MT in Moses Lake = 32.000 MT total. Their current production at Butte of around 3k mt gives them a global market share of 70%. Their total capacity can supply 1m electric vehicles. This radically improves the earnings of a company which historically has had the same capacity linked to the oversupplied solar polysilicon market, as the silane gas was used as input in the manufacturing of solar grade polysilicon.
Silangas prices today is around 25 dollars and REC Silicon has a cash cost less than 10 dollars - with its capacity of 32k MT Silan. Assuming, similar 25 USD of prices today we are looking at EBITDA (100% capacity) of 480 MUSD. This comes from already installed capacity (REC has already fully financed the reopenening of Moses Lake). Applying a conservative multiple of 10x EBITDA (100% silan capacity) you get 108 NOK a share (only Moses Lake and Butte).
Bloomberg New Energy Finance (BNEF) estimate a sale of 8.5m EVs in 2025 and 26m a year by 2030. The anodes will probably not entirely be converted to silicon anodes by 2025 but the potential should at least be pretty obvious.
BACKGROUND
REC Silicon is the world’s largest producer of silane gas with its current production out of Butte Montana. Butte, currently has 70% global market share in the silane gas market. In addition to Butte, REC will have a an additional 25k MT capacity per year of silane gas at Moses Lake when it is reopened. Silanegas is the principal material used in the production of polysilicon, and is an essential input material for thin film PV, semiconductors and LCD display manufacturing. REC Silicon also has the world’s largest silane gas ISO module container fleet and is a world leader in other silicon gases - dichlorosilane (DCS), monochlorosilane (MCS), disilane and polysilanes.
The patented, closed-loop silane manufacturing process used by REC Silicon produces consistent, ultra pure silane by conversion of metallurgical grade silicon into trichlorosilane and redistribution/ distillation to silane. The continuous-flow process recycles all hydrogen and chloride materials back to the initial reactors, while continuous distillation steps purify the gas. The entire process is a low waste, low impact and environmentally friendly procedure.
After being in distress for several years as a result of the US-China solar trade war, REC announced two transformational partnerships in October 2020. These two partnerships will enable REC to reopen Moses Lake sometimes during 2022 and maybe as early as end 2021.
Just after announcing the new partnerships, Pareto and Arctic Securities secured appr. 1 billion NOK to recapitalise the company and enable it to restart it Moses Lake operations. The cornerstone investor in this deal was reputable industrial conglomerate Aker ASA (Kjell Inge Røkke) who increased their stake with 300 mnok at nok 10.80 per share, taking their ownership to 24.7%. Aker had earlier in 2020 bought the entire stake from a distressed owner, making Aker the biggest shareholder.
REC has announced that these two partnerships give the Moses Lake facility sufficient production level and visibility for reopening Moses Lake. They have guided for 75% capacity utilization at Moses Lake for 2023 with an EBITDA of 100 musd. In addition to this, they will have 30-50 musd EBITDA at the Butte plant. Adjusted for SG&A, REC will have an EBITDA of around 130musd in 2023 growing to 200 musd (estimate by Pareto) in 2025.
The two partnerships secures the business case until 2025, but at some point in the near future you will see the demand after silane skyrocketing. Bloomberg New Energy Finance (BNEF) estimate a sale of 8.5m EVs in 2025 and 26m a year by 2030. The anodes will probably not entirely be converted to silicon anodes by 2025. Obviously, the need to expand REC’s production capacity will become a theme sooner rather than later, as the demand for silane for the EV battery market grows rapidly. Existing Moses Lake facilities have had an historical cap ex of 1.7 bnUSD, which is close to the current replacement cost today. This translates to a value of 38 NOK a share.
This will probably lead to a capacity expansion. An expansion will make investors value the existing facilities above its replacement cost, and will look to future earnings and growth.
The case stated above is dependent on the presumption that silicon anodes will make its way into batteries, replacing graphite anodes. Here are some reasons why its likely.
SILICON BASED ANODES FOR LITHIUM BATTERIES
To get a deeper understanding of this its strongly recommended to read the white paper of Sila Nanotechnologies written by Gene Berdichevsky, CEO (no7 employee in Tesla) and CTO, Gleb Yushin.
https://silanano.com/wp-content/uploads/2020/09/The-Future-of-Energy-Storage.pdf
Sila Nanotechnologies will produce silicon anodes for batteries, starting with consumer electronics (rumored to happen in 2021) and then expanding to EVs.
They claim that enhancing the Lithium-ion battery is the only path forward in the foreseeable future (read: next decades) and that battery cost and performance is holding back mass adoption of EVs. Daimler invested 170 musd in the Sila Nanotechnologies early 2019 (1 bn USD valuation) to be a part of the making of next generation Lithium battery.
Here are some other links to articles about Lithium-ion batteries
https://www.bloomberg.com/news/articles/2019-04-03/battery-reality-there-s-nothing-better-than-lithium-ion-coming-soon
…and here more specific on the team and background from Sila Nano
https://www.inc.com/magazine/201904/jeff-bercovici/sila-nanotechnologies-silicon-lithium-ion-battery.html
Unknown to most in the global capital markets and the public in general, Sila Nano is currently a customer of REC Silicon (for smaller quantities of silane gas for Sila’s test production) , but could prove to become a big customer in the future if only fractions of Sila’s predictions come through.
Here is an interview by CNN of the CEO, Gene Berdichevsky.
https://silanano.com//wp-content/uploads/2020/01/gene-berdichevsky-cnni-16-jan-2020-6Mz.mp4
THE MAIN CHALLENGE WITH SILICON ANODES IS GETTING SOLVED
Anodes in Lithium-ion batteries today is made of graphite. So by replacing some or all of the graphite with silicon, the energy density of the battery is significantly improved (silicon can store 10x the quantity of lithium compared to graphite) reduce weight and cost, unlocks the cathode capacity in the battery (will come back to this) resulting in faster charging and much better longevity.
The main challenge has been that silicon anodes expands up to 3x during charging and then decrease to 1/3 with de-charging. This has broken the battery structure (the surface called SEI) so it will limit the number of charging cycles.
Both Sila Nano and Group14 claim they have fully or partly overcome this huge issue. This is done by packaging the anode inside a material that make the surface not break down during charging and de-charging.
Tesla endorsed silicon as the anode material of the future at their battery day in September 2020. Tesla are already using silicon oxides in their Panasonic battery, and is planning to use metallurgical silicon in the next phase of development. You might say this is a natural path towards next generation silicon anodes. Here is an article from Barrons exploring this with reference to REC customer Group14.
https://www.barrons.com/articles/ev-battery-cathodes-are-getting-better-dont-forget-about-the-anodes-51603105205
There is strong arguments for why next generation batteries for EVs will be using silicon as the main anode material. The use will gradually start to ramp up from 2023, and probably start to accelerate at some point after this.
Let’s go back to the white paper of Sila. They see a growth in the production of batteries from 20 Gwh pre the “EV-era” to 2000 Gwh by 2030 (when they expect about 100mill EVs on the road). This is expected to grow toto 30.000 Gwh by 2050. These figures for demand for battery capacity corresponds to the demand for 2-4 mill tonnes of silicon! Note that Sila expects solid state batteries to mainly be used for some niches areas, and thatsolid state batteries will be irrelevant in the battery market revolution.
Looking only to EV market, we can say something about the size of the market by looking at how much silicone or silane you would need per anode. Numbers range from 30 to 50 kg and its uncertain if this refers to silane or silicon. But if it is silicon the silane numbers are higher (1.4x). If we remember the estimated number of EVs sold per year in 2025 and 2030 (8.5 mill and 26 mill) you get demand figures for silane in 2025 (if this is already 100 percent adopted) between 255.000 and 425.000 metric tonnes. In 2030 the corresponding numbers will be 780.000 mt and 1.300.000 mt. T
Shareprice (NOK): 18.0
M.cap (musd): 791
NIBD (musd): 82
EV (musd): 873
THE CASE: TRANSITIONING TO A BATTERY PLAY COULD IMPLY 5X UPSIDE!
After years of challenges due to the solar trade war between the US and China, REC Silicon is positioned to turn around the battery industry and become the leading provider of silane gas to the producers of silicon anodes for battery application. A market that is set to grow exponentially as EV manufactures and battery producers scramble to increase efficiency and longevity while at the same time as cutting costs and weight. Some customers of REC today (Sila Nano and Group 14) have managed to overcome this issue by replacing anodes in Lithium-Ion batteries made from graphite carbon with silicon. This improves energy density as silicon can store 10x lithium vs carbon. High purity Silane is the most efficient way of making silicon anodes.
REC is the only producer of silane gas in Europe and USA and has a capacity of 7.000 MT in Butte and 25.000 MT in Moses Lake = 32.000 MT total. Their current production at Butte of around 3k mt gives them a global market share of 70%. Their total capacity can supply 1m electric vehicles. This radically improves the earnings of a company which historically has had the same capacity linked to the oversupplied solar polysilicon market, as the silane gas was used as input in the manufacturing of solar grade polysilicon.
Silangas prices today is around 25 dollars and REC Silicon has a cash cost less than 10 dollars - with its capacity of 32k MT Silan. Assuming, similar 25 USD of prices today we are looking at EBITDA (100% capacity) of 480 MUSD. This comes from already installed capacity (REC has already fully financed the reopenening of Moses Lake). Applying a conservative multiple of 10x EBITDA (100% silan capacity) you get 108 NOK a share (only Moses Lake and Butte).
Bloomberg New Energy Finance (BNEF) estimate a sale of 8.5m EVs in 2025 and 26m a year by 2030. The anodes will probably not entirely be converted to silicon anodes by 2025 but the potential should at least be pretty obvious.
BACKGROUND
REC Silicon is the world’s largest producer of silane gas with its current production out of Butte Montana. Butte, currently has 70% global market share in the silane gas market. In addition to Butte, REC will have a an additional 25k MT capacity per year of silane gas at Moses Lake when it is reopened. Silanegas is the principal material used in the production of polysilicon, and is an essential input material for thin film PV, semiconductors and LCD display manufacturing. REC Silicon also has the world’s largest silane gas ISO module container fleet and is a world leader in other silicon gases - dichlorosilane (DCS), monochlorosilane (MCS), disilane and polysilanes.
The patented, closed-loop silane manufacturing process used by REC Silicon produces consistent, ultra pure silane by conversion of metallurgical grade silicon into trichlorosilane and redistribution/ distillation to silane. The continuous-flow process recycles all hydrogen and chloride materials back to the initial reactors, while continuous distillation steps purify the gas. The entire process is a low waste, low impact and environmentally friendly procedure.
After being in distress for several years as a result of the US-China solar trade war, REC announced two transformational partnerships in October 2020. These two partnerships will enable REC to reopen Moses Lake sometimes during 2022 and maybe as early as end 2021.
Just after announcing the new partnerships, Pareto and Arctic Securities secured appr. 1 billion NOK to recapitalise the company and enable it to restart it Moses Lake operations. The cornerstone investor in this deal was reputable industrial conglomerate Aker ASA (Kjell Inge Røkke) who increased their stake with 300 mnok at nok 10.80 per share, taking their ownership to 24.7%. Aker had earlier in 2020 bought the entire stake from a distressed owner, making Aker the biggest shareholder.
REC has announced that these two partnerships give the Moses Lake facility sufficient production level and visibility for reopening Moses Lake. They have guided for 75% capacity utilization at Moses Lake for 2023 with an EBITDA of 100 musd. In addition to this, they will have 30-50 musd EBITDA at the Butte plant. Adjusted for SG&A, REC will have an EBITDA of around 130musd in 2023 growing to 200 musd (estimate by Pareto) in 2025.
The two partnerships secures the business case until 2025, but at some point in the near future you will see the demand after silane skyrocketing. Bloomberg New Energy Finance (BNEF) estimate a sale of 8.5m EVs in 2025 and 26m a year by 2030. The anodes will probably not entirely be converted to silicon anodes by 2025. Obviously, the need to expand REC’s production capacity will become a theme sooner rather than later, as the demand for silane for the EV battery market grows rapidly. Existing Moses Lake facilities have had an historical cap ex of 1.7 bnUSD, which is close to the current replacement cost today. This translates to a value of 38 NOK a share.
This will probably lead to a capacity expansion. An expansion will make investors value the existing facilities above its replacement cost, and will look to future earnings and growth.
The case stated above is dependent on the presumption that silicon anodes will make its way into batteries, replacing graphite anodes. Here are some reasons why its likely.
SILICON BASED ANODES FOR LITHIUM BATTERIES
To get a deeper understanding of this its strongly recommended to read the white paper of Sila Nanotechnologies written by Gene Berdichevsky, CEO (no7 employee in Tesla) and CTO, Gleb Yushin.
https://silanano.com/wp-content/uploads/2020/09/The-Future-of-Energy-Storage.pdf
Sila Nanotechnologies will produce silicon anodes for batteries, starting with consumer electronics (rumored to happen in 2021) and then expanding to EVs.
They claim that enhancing the Lithium-ion battery is the only path forward in the foreseeable future (read: next decades) and that battery cost and performance is holding back mass adoption of EVs. Daimler invested 170 musd in the Sila Nanotechnologies early 2019 (1 bn USD valuation) to be a part of the making of next generation Lithium battery.
Here are some other links to articles about Lithium-ion batteries
https://www.bloomberg.com/news/articles/2019-04-03/battery-reality-there-s-nothing-better-than-lithium-ion-coming-soon
…and here more specific on the team and background from Sila Nano
https://www.inc.com/magazine/201904/jeff-bercovici/sila-nanotechnologies-silicon-lithium-ion-battery.html
Unknown to most in the global capital markets and the public in general, Sila Nano is currently a customer of REC Silicon (for smaller quantities of silane gas for Sila’s test production) , but could prove to become a big customer in the future if only fractions of Sila’s predictions come through.
Here is an interview by CNN of the CEO, Gene Berdichevsky.
https://silanano.com//wp-content/uploads/2020/01/gene-berdichevsky-cnni-16-jan-2020-6Mz.mp4
THE MAIN CHALLENGE WITH SILICON ANODES IS GETTING SOLVED
Anodes in Lithium-ion batteries today is made of graphite. So by replacing some or all of the graphite with silicon, the energy density of the battery is significantly improved (silicon can store 10x the quantity of lithium compared to graphite) reduce weight and cost, unlocks the cathode capacity in the battery (will come back to this) resulting in faster charging and much better longevity.
The main challenge has been that silicon anodes expands up to 3x during charging and then decrease to 1/3 with de-charging. This has broken the battery structure (the surface called SEI) so it will limit the number of charging cycles.
Both Sila Nano and Group14 claim they have fully or partly overcome this huge issue. This is done by packaging the anode inside a material that make the surface not break down during charging and de-charging.
Tesla endorsed silicon as the anode material of the future at their battery day in September 2020. Tesla are already using silicon oxides in their Panasonic battery, and is planning to use metallurgical silicon in the next phase of development. You might say this is a natural path towards next generation silicon anodes. Here is an article from Barrons exploring this with reference to REC customer Group14.
https://www.barrons.com/articles/ev-battery-cathodes-are-getting-better-dont-forget-about-the-anodes-51603105205
There is strong arguments for why next generation batteries for EVs will be using silicon as the main anode material. The use will gradually start to ramp up from 2023, and probably start to accelerate at some point after this.
Let’s go back to the white paper of Sila. They see a growth in the production of batteries from 20 Gwh pre the “EV-era” to 2000 Gwh by 2030 (when they expect about 100mill EVs on the road). This is expected to grow toto 30.000 Gwh by 2050. These figures for demand for battery capacity corresponds to the demand for 2-4 mill tonnes of silicon! Note that Sila expects solid state batteries to mainly be used for some niches areas, and thatsolid state batteries will be irrelevant in the battery market revolution.
Looking only to EV market, we can say something about the size of the market by looking at how much silicone or silane you would need per anode. Numbers range from 30 to 50 kg and its uncertain if this refers to silane or silicon. But if it is silicon the silane numbers are higher (1.4x). If we remember the estimated number of EVs sold per year in 2025 and 2030 (8.5 mill and 26 mill) you get demand figures for silane in 2025 (if this is already 100 percent adopted) between 255.000 and 425.000 metric tonnes. In 2030 the corresponding numbers will be 780.000 mt and 1.300.000 mt. T
Redigert 21.01.2021 kl 05:43
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PHOinvestor
07.01.2021 kl 18:49
13820
når ble denne skrevet ?
Redigert 21.01.2021 kl 05:43
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hank10
07.01.2021 kl 19:01
13662
Her kommer resten...(åpenbart begrensning på lengde)
This is mindboggling numbers. Looking at the 1.3 mill mt this is 26x world capacity today (including Moses Lake). And this is expected to happen within the short time frame of only 9 years.
When batteries switch from the use of graphite to silicon anodes, it enables leverage for to other materials to used in the battery cathode and more. Copper and iron fluorides will possibly replace the scarce resources of nickel and cobalt in the battery cathodes, and thereby removing the most obvious bottleneck for the necessary increase in production. In fact, its possibly one of the strongest drivers for accelerating the switch to silicon anodes.
Rec will have tremendous strategic value for both anodeproducers, battery companies and car manufacturers. It will also, on a standalone basis, be able to create superprofits for years to come. REC Silicon has vast experience and knowhow in this complex process industry. REC used to be a market leader in polysilicon and to emerge as a global market leader in the supply chain of silanegas to the battery market in the coming years.
Compared to some of the hydrogen cases I have seen lately and the extremely lofty valuations of up to 50x Revenue and more, REC is a bargain at 18 nok trading at 6x EBITDA.
Once, the market starts to understand the battery potential and the company discloses more details on its ambitions this stock will likely discount a lot of the future potential and see 50-100 NOK per share..
In Ancient Greek folklore, a phoenix (/ˈfiːnɪks/; Ancient Greek: φοῖνιξ, phoînix) is a long-lived bird that cyclically regenerates or is otherwise born again. Associated with the sun, a phoenix obtains new life by arising from the ashes of its predecessor.
This is mindboggling numbers. Looking at the 1.3 mill mt this is 26x world capacity today (including Moses Lake). And this is expected to happen within the short time frame of only 9 years.
When batteries switch from the use of graphite to silicon anodes, it enables leverage for to other materials to used in the battery cathode and more. Copper and iron fluorides will possibly replace the scarce resources of nickel and cobalt in the battery cathodes, and thereby removing the most obvious bottleneck for the necessary increase in production. In fact, its possibly one of the strongest drivers for accelerating the switch to silicon anodes.
Rec will have tremendous strategic value for both anodeproducers, battery companies and car manufacturers. It will also, on a standalone basis, be able to create superprofits for years to come. REC Silicon has vast experience and knowhow in this complex process industry. REC used to be a market leader in polysilicon and to emerge as a global market leader in the supply chain of silanegas to the battery market in the coming years.
Compared to some of the hydrogen cases I have seen lately and the extremely lofty valuations of up to 50x Revenue and more, REC is a bargain at 18 nok trading at 6x EBITDA.
Once, the market starts to understand the battery potential and the company discloses more details on its ambitions this stock will likely discount a lot of the future potential and see 50-100 NOK per share..
In Ancient Greek folklore, a phoenix (/ˈfiːnɪks/; Ancient Greek: φοῖνιξ, phoînix) is a long-lived bird that cyclically regenerates or is otherwise born again. Associated with the sun, a phoenix obtains new life by arising from the ashes of its predecessor.
Redigert 21.01.2021 kl 05:43
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hank10
07.01.2021 kl 19:03
13628
PHOinvestor skrev når ble denne skrevet ?
...siste to dager. Alt var dessverre ikke med i første posting
Redigert 21.01.2021 kl 05:43
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PHOinvestor
07.01.2021 kl 19:10
13544
Her var mye å lese.
Etter det eg skjønner ser de ett potensiale på nok 100 ,
Når ser de for seg dette potensiale
Etter det eg skjønner ser de ett potensiale på nok 100 ,
Når ser de for seg dette potensiale
Redigert 21.01.2021 kl 05:43
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Er en del av analysen til Aksjeanalyser.com. Du finner den her:
https://aksjeanalyser.com/2021/01/07/aksjeanalyser-com-har-i-dag-sett-naermere-igjen-pa-en-av-sine-storste-favorittaksjer-pa-oslo-bors-og-som-na-er-hele-femdoblet-siden-aksjeanalyser-com-sin-positive-analyse-av-denne-rokke-aksjen-den-26/
De skriver følgende om tidshorisont:
"Så Aksjeanalyser.com ser aksjen veldig snart over NOK 20.00-nivået, og deretter opp mot NOK 40.00 – 50.00 i løpet av gjerne bare de neste 3-6 måneder.
Basert på det samlede svært positive tekniske bildet som REC-aksjen nå viser så vurderes potensialet for aksjen til å kunne være opp mot NOK 100.00 – 150.00 på 12 – 18 måneders sikt."
https://aksjeanalyser.com/2021/01/07/aksjeanalyser-com-har-i-dag-sett-naermere-igjen-pa-en-av-sine-storste-favorittaksjer-pa-oslo-bors-og-som-na-er-hele-femdoblet-siden-aksjeanalyser-com-sin-positive-analyse-av-denne-rokke-aksjen-den-26/
De skriver følgende om tidshorisont:
"Så Aksjeanalyser.com ser aksjen veldig snart over NOK 20.00-nivået, og deretter opp mot NOK 40.00 – 50.00 i løpet av gjerne bare de neste 3-6 måneder.
Basert på det samlede svært positive tekniske bildet som REC-aksjen nå viser så vurderes potensialet for aksjen til å kunne være opp mot NOK 100.00 – 150.00 på 12 – 18 måneders sikt."
Redigert 21.01.2021 kl 05:43
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100 kr aksjen tilsvarer en mcap litt over 30 milliarder.
Når vi vet at bygge kostnadene for ML og BUtte var på ca 30 milliarder er det ikke så usannsynlig. Skal de prises med den inntekten som kan forventes ved ml oppstart, høyere polypriser og batteri delen de jobber sammen med g14 så burde 100 kr aksjen være veldig fult mulig. 150 kr i 2022 ser jeg som en veldig stor mulighet med tanke på den fornybare veien ALLE skal...
Når vi vet at bygge kostnadene for ML og BUtte var på ca 30 milliarder er det ikke så usannsynlig. Skal de prises med den inntekten som kan forventes ved ml oppstart, høyere polypriser og batteri delen de jobber sammen med g14 så burde 100 kr aksjen være veldig fult mulig. 150 kr i 2022 ser jeg som en veldig stor mulighet med tanke på den fornybare veien ALLE skal...
Redigert 21.01.2021 kl 05:43
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Jepp😊
Bitene faller på plass, en etter en.
Alt har gått REC sin vei, nesten for godt til å være sant.
Jeg tror vi skjønner hvorfor Røkke vil sitte i førerstolen. Og med det store kontaknettet han har i USA, er det gode prognoser for at dette vil lykkes.
Når vil markedet våkne?
The Phoenix
Bitene faller på plass, en etter en.
Alt har gått REC sin vei, nesten for godt til å være sant.
Jeg tror vi skjønner hvorfor Røkke vil sitte i førerstolen. Og med det store kontaknettet han har i USA, er det gode prognoser for at dette vil lykkes.
Når vil markedet våkne?
The Phoenix
KommersK
13.02.2021 kl 01:45
11682
Det ulmer da allerede. Burde tatt gevinst nå. Er mye opp. Men tør rett og slett ikke. Har like mye tro som resten her inne. Med et par unntak.
Men det er bare bra at noen er skeptiske. Sunt for markedet.
Men det er bare bra at noen er skeptiske. Sunt for markedet.
t3sm
13.02.2021 kl 07:07
11342
Dette var en fin post å våkne til. Oppsummerer godt og viser igjen at dette er fremtiden, og at vi bare er i startgropen av den.
Vi vet at det er i ML verdiene ligger. Alt annet er en ekstra positiv greie. Og de triggerne som er i vente er ikke akkurat små, de heller. Som opptak i hovedindeksen, planen for støkke og AKH, avgjørelse av Yulin er bare noen triggere som skjer i løpet av kort tid. Men når melding om gjenåpning og prognoser av ML kommer, da vil du ikke være ute av denne, for da kommer denne raketten virkelig til å ta av. Vi snakker kurser langt over dagens priser.
Denne rører jeg ikke dette tiåret. Grunnen? Taksonomi - og det grønne skiftet i EU, USA og verden.
Vi vet at det er i ML verdiene ligger. Alt annet er en ekstra positiv greie. Og de triggerne som er i vente er ikke akkurat små, de heller. Som opptak i hovedindeksen, planen for støkke og AKH, avgjørelse av Yulin er bare noen triggere som skjer i løpet av kort tid. Men når melding om gjenåpning og prognoser av ML kommer, da vil du ikke være ute av denne, for da kommer denne raketten virkelig til å ta av. Vi snakker kurser langt over dagens priser.
Denne rører jeg ikke dette tiåret. Grunnen? Taksonomi - og det grønne skiftet i EU, USA og verden.
Jeg kan legge til at i Tyskland ble det i går vedtatt en ny lov - Lieferkettengesetz, dvs. lov om verdikjeder. I Tyskland blir alle bedrifter forpliktet til å informere om miljømessige aspekter og arbeidsforhold i alle ledd av verdiekjeden av importerte varer. De foregriper her den kommende EU-taksonomien allerede nå og setter seg internasjonalt i førersetet. Dette vil eksempelvis sette kinesiske solarpanelprodusenter, og mange andre selvfølgelig under press dersom de skal selge sine produkter til Tyskland, senere også hele EU inkludert hele EØS (altså Norge i tillegg). Dette endrer spillereglene for konkurranse mot de kinesiske og sør-øst asiatiske landene for Amerikanske og Europeiske produsenter. REC ligger svært godt til og kommer i tillegg til kommentarene i den meget velformulerte artikkelen presentert ovenfor i denne tråden. Denne nye loven trer i kraft i 2023, som ikke er lang tid for de store omstillingene som trengs. Kineserne har en kjempeutfordring etterhvert/relativt snart med sin kullfyrte produksjon.
Fra Wikipedia: "Ein Lieferkettengesetz soll Unternehmen verpflichten oder in Haftung nehmen, die im Ausland beschafften Vorleistungsgüter oder Fertigerzeugnisse in allen Phasen ihrer Lieferkette auf etwaige umweltschädigende oder gegen die Arbeitsbedingungen verstoßende Produktionsverfahren zurückzuverfolgen."
Fra Wikipedia: "Ein Lieferkettengesetz soll Unternehmen verpflichten oder in Haftung nehmen, die im Ausland beschafften Vorleistungsgüter oder Fertigerzeugnisse in allen Phasen ihrer Lieferkette auf etwaige umweltschädigende oder gegen die Arbeitsbedingungen verstoßende Produktionsverfahren zurückzuverfolgen."
drammen
13.02.2021 kl 08:54
10884
God helg alle RECSIere.
The beauty of nanostructures - vel verdt å lese:
https://www.sciencedaily.com/releases/2021/02/210208145916.htm
Takk grabein for interessant artikkel om batterier i US army.
The beauty of nanostructures - vel verdt å lese:
https://www.sciencedaily.com/releases/2021/02/210208145916.htm
Takk grabein for interessant artikkel om batterier i US army.
drammen
13.02.2021 kl 09:05
10794
drammen
13.02.2021 kl 09:10
10744
Mere utfyllende info i artikkelen her
https://www.oist.jp/news-center/press-releases/silicon-anode-structure-generates-new-potential-lithium-ion-batteries
https://www.oist.jp/news-center/press-releases/silicon-anode-structure-generates-new-potential-lithium-ion-batteries
drammen
13.02.2021 kl 09:15
10690
👍🏻
Jeg leste i ett annet innlegg at kapasiteten i Butte er nå sprengt og de vurderer utbygging der.
Hvis Sila, Group14, VP og muligens flere(REC er i dialog med 3-4 batteriprodusenter) etablerer seg i ML, snakker vi utbygging av kapasiteten også her.
Det er vel rimelig å anta at emisjonen som ble gjort på 10.80 og frigjorde 1 mrd. ikke er nok. Kan vi få en ny emisjon som haster?
Hvis Sila, Group14, VP og muligens flere(REC er i dialog med 3-4 batteriprodusenter) etablerer seg i ML, snakker vi utbygging av kapasiteten også her.
Det er vel rimelig å anta at emisjonen som ble gjort på 10.80 og frigjorde 1 mrd. ikke er nok. Kan vi få en ny emisjon som haster?
halvpris
13.02.2021 kl 11:22
9953
Kan Rec få statsstøtte fra USA, da arbeidsplasser skal stimuleres som vi vet.
mohitas
13.02.2021 kl 11:35
9856
Ingen som vet tror jeg, men det er høyst sannsynlig at rec kan få oppstartsmidler av biden da dette er en grønn industri som skaper mange arbeidsplasser. Biden sjal jo pumpe flete millarder$ inn i usa for å skape sine egne industrikjeder og bli mindre avhengig av å importere. Dette er kun min egen tanke om dette, men blir rett og slett overasket om ikke rec får stattilskudd når ML skal starte opp.
t3sm
13.02.2021 kl 11:52
9723
Hvis dette skulle være tilfelle, så er jo det en ekstrem mulighet for REC!
Satser på en større, rettet emi å...
Satser på en større, rettet emi å...
Det kan jo tenkes at Røkkes politikerkontakter i USA er grunnen til at han skal bli styreleder ASAP, for å lobbyere.
Klippet fra denne tråden:
https://finansavisen.no/forum/thread/127078/view
Hva er framtidsutsiktene for Butte? Fant denne artikkelen i [Montana Standard](https://mtstandard.com/news/local/economic-outlook-montana-connections-park-is-a-hive-of-economic-development/article_179cfa13-107a-532e-a3e6-b1307fca689a.html) som tar for seg den økonomiske utviklingen i Montana Connections hvor blant annet Butte-fabrikken ligger. Her er et utdrag fra artikkelen hvor de skriver om REC:
REC Silicon has come through a really tough period, and now, things look considerably brighter at the company, which produces specialty gases and polysilicon for the semiconductor industry.
"We are going strong," said DeAnna Worley, vice president supervising human resources, health, safety and environmental concerns at the plant. "We're basically running full out."
She said that as challenging and detrimental as COVID-19 has been, one aspect of the fact more people are working from home is that they "continue to buy computers, flat-screen TVs and cell phones," and that means increased demand for REC's products.
A trade war with China, crippling the solar-panel industry, has meant that the company's Moses Lake, Washington plant has been idled. While nothing's official, Worley said there are high hopes for improvement there.
In Butte, the improved financial picture means the plant is actually able to consider expanding.
"Our engineers haven't come up with the full package yet, but when they do we'll send a proposal to our board of directors. We hope that's in 2021, even though it may not actually happen" this year, she said. "We've been in a financial struggle for so long that we had to put any thought of expansion on hold. But now we're reinvigorating the project, doing the work to get a proposal together for what an expansion would look like."
The company's Butte workforce as of the end of January was 205, Worley said.
"Things are good out here, and we're optimistic for many reasons," Worley said. "We're focusing on running a safe, reliable operation and giving good products to our customers."
https://finansavisen.no/forum/thread/127078/view
Hva er framtidsutsiktene for Butte? Fant denne artikkelen i [Montana Standard](https://mtstandard.com/news/local/economic-outlook-montana-connections-park-is-a-hive-of-economic-development/article_179cfa13-107a-532e-a3e6-b1307fca689a.html) som tar for seg den økonomiske utviklingen i Montana Connections hvor blant annet Butte-fabrikken ligger. Her er et utdrag fra artikkelen hvor de skriver om REC:
REC Silicon has come through a really tough period, and now, things look considerably brighter at the company, which produces specialty gases and polysilicon for the semiconductor industry.
"We are going strong," said DeAnna Worley, vice president supervising human resources, health, safety and environmental concerns at the plant. "We're basically running full out."
She said that as challenging and detrimental as COVID-19 has been, one aspect of the fact more people are working from home is that they "continue to buy computers, flat-screen TVs and cell phones," and that means increased demand for REC's products.
A trade war with China, crippling the solar-panel industry, has meant that the company's Moses Lake, Washington plant has been idled. While nothing's official, Worley said there are high hopes for improvement there.
In Butte, the improved financial picture means the plant is actually able to consider expanding.
"Our engineers haven't come up with the full package yet, but when they do we'll send a proposal to our board of directors. We hope that's in 2021, even though it may not actually happen" this year, she said. "We've been in a financial struggle for so long that we had to put any thought of expansion on hold. But now we're reinvigorating the project, doing the work to get a proposal together for what an expansion would look like."
The company's Butte workforce as of the end of January was 205, Worley said.
"Things are good out here, and we're optimistic for many reasons," Worley said. "We're focusing on running a safe, reliable operation and giving good products to our customers."
Da får vi bare håpe på at Røkke og co ikke pønsket på noe som kommer ufordelaktig ut for småaksjonærer hvor verdien og prisutvikling blir skjult ved en sammenslåing .
Redigert 13.02.2021 kl 12:22
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halvpris
13.02.2021 kl 12:59
9339
Tror du Røkke er dum ? Penger betyr ikke noe for han, helt andre ting som driver han nå. Og attpåtil at han skal tjene på bekostning av andre, og med snusk. Hehe
Mitt fel , beklager , skjønte ikke det var Moder Theresa vi snakket om . Røkke skulle selvfølgelig aldri sko seg på andres bekostning .
Redigert 13.02.2021 kl 13:09
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Må si der er mange kunnskapsrike mennesker her inne, tusen takk for all informasjon som drles her, må si det er en stor glede og være i de i denne aktien.
www.seattletimes.com/business/norwegian-fishing-tycoon-may-take-a-new-role-in-washingtons-economy/%3famp=1
Avis nr 2 der borte som skriver om rec igjen :) er det nå amerikanske investorer skal begynne få øynene opp for rec :)))
Blir bare bedre og bedre dette her :))
Avis nr 2 der borte som skriver om rec igjen :) er det nå amerikanske investorer skal begynne få øynene opp for rec :)))
Blir bare bedre og bedre dette her :))
Hehe:
These days Forbes says he’s worth about $5.7 billion and has earned “a reputation as a ruthless corporate raider,” the Herald reports.
These days Forbes says he’s worth about $5.7 billion and has earned “a reputation as a ruthless corporate raider,” the Herald reports.
“a reputation as a ruthless corporate raider,”
Vi får håpe han ikke blåser småaksjonærene på den oppgang som REC har å vente
Vi får håpe han ikke blåser småaksjonærene på den oppgang som REC har å vente
Rubin
13.02.2021 kl 16:30
9195
Røkke i dag er ikke den samme Røkke som herjet i markedet for 20-30-år siden. Nå er han mest opptatt av sitt fremtidige renommé. Privat har han nok penger til å leve et liv som «konge». Han har vel også allerede bestemt at nesten alt han eier skal gis bort til en humanitær stiftelse etter sin død. Barna arver kun 2-3%. Men selvsagt vil han fortsatt tjene penger, men han vil ikke lengre bruke kontroversielle metoder. At Aker vil øke i RECSI er selvsagt, men det vil skje ved normale metoder: f.eks. oppkjøp, fusjon i kombinasjon med emisjon. Det fine er at Aker vil være en garantist for at verdien på RECSI vil gå i taket mye tidligere enn hvis de ikke var med...🚀
Her har alle som vil fortsatt mulighet til å bli rik...😉
Tips:
2023: Aker Silicon; kurs 200kr 🤩
Her har alle som vil fortsatt mulighet til å bli rik...😉
Tips:
2023: Aker Silicon; kurs 200kr 🤩
Redigert 13.02.2021 kl 16:50
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Den må jo gå over 25kr til neste uke, spennende å se hvor mye over 😀
Til jul sender vi alle julekort til vår beste venn Kjell Inge Røkke. Han har vært en lykke for oss småaksjonærer. Punktum og Amen. Vi har opplevd en 10-dobling av kursen. Det hadde aldri skjedd under JUM.
Loveshak
13.02.2021 kl 18:08
8643
Min teori for hvorfor KIR har gått inn i styret er som følger, gitt den økende etterspørselen etter silangass det neste tiåret, så holder det ikke for REC med Butte og ML. Dette vet REC, KIR og Sila, dermed vil Sila at REC skal samlokere der hvor Sila helst vil ha fabrikken sin. REC har tidligere kommunisert at silangass er så vanskelig å transportere, at en masseproduksjon med silangass bare gir mening hvis det er samlokalisering. Dermed må REC ha en rekke ulike silangassfabrikker, der hvor batterifabrikkene er, ellers må alle batterifabrikkene samles rundt REC. KIR har sett at denne avgjørelsen blir meget viktig for hvordan REC ser ut om 5, 10, 20 år, og har derfor gått in for å være tilstede rundt bordet når REC og Sila bestemmer hvordan deres relasjon skal være det neste tiåret.
Dette blir selvfølgelig bare spekulasjon, men har ikke tro på at REC skal fusjonere med noen, verken VP eller et aker selskap. VP fordi de ikke har noe i batterisegmentet, hvor potensialet virkelig er størst. Aker har heller ikke noe som er relevant, Mainstream er et energiselskap, i tillegg eier aker bare 75%. Men den egentlig grunnen til at jeg ikke frykter fusjon er at aker bare eier 25%, dermed trenger de stor ekstern støtte for å fusjonere med noen, noe de ikke vil få hvis funksjonen åpenbart er for å øke sin eiendel.
Jeg tror det kommer en emisjon i løpet av året, enten når Yulin-avgjørelsen blir tatt, eller når Sila-fabrikken blir annonsert. Aker vil så bruke emisjonen til å øke sitt eierskap. Dette kan selvfølgelig endre seg, kanskje allerede til uken når AKH skal annonsere sine planer for REC. Røkke jr. har vært veldig hemmelighetsfull når temaet har vært REC, og har i hvert fall ikke vært interessert i å snakke kursen opp. I tillegg er jo selvfølgelig Q4 for REC på fredag, dette blir gøy!
Dette blir selvfølgelig bare spekulasjon, men har ikke tro på at REC skal fusjonere med noen, verken VP eller et aker selskap. VP fordi de ikke har noe i batterisegmentet, hvor potensialet virkelig er størst. Aker har heller ikke noe som er relevant, Mainstream er et energiselskap, i tillegg eier aker bare 75%. Men den egentlig grunnen til at jeg ikke frykter fusjon er at aker bare eier 25%, dermed trenger de stor ekstern støtte for å fusjonere med noen, noe de ikke vil få hvis funksjonen åpenbart er for å øke sin eiendel.
Jeg tror det kommer en emisjon i løpet av året, enten når Yulin-avgjørelsen blir tatt, eller når Sila-fabrikken blir annonsert. Aker vil så bruke emisjonen til å øke sitt eierskap. Dette kan selvfølgelig endre seg, kanskje allerede til uken når AKH skal annonsere sine planer for REC. Røkke jr. har vært veldig hemmelighetsfull når temaet har vært REC, og har i hvert fall ikke vært interessert i å snakke kursen opp. I tillegg er jo selvfølgelig Q4 for REC på fredag, dette blir gøy!
Rubin
13.02.2021 kl 18:13
8601
Enig!
Med Røkke har jeg foreløpig milliongevinst, men selger ikke før om 2-4år når kursen har tippet 200kr...👍
Når det gjelder Røkke så angrer jeg på en ting, at jeg ikke gikk i hans «fotspor» allerede på 2000tallet og oppover. Han har gjort mange medaksjonærer svært rike opp igjennom årene...man må bare være litt tålmodig fordi han er en industribygger og ikke en trader som mange andre milliardærer.
Med Røkke har jeg foreløpig milliongevinst, men selger ikke før om 2-4år når kursen har tippet 200kr...👍
Når det gjelder Røkke så angrer jeg på en ting, at jeg ikke gikk i hans «fotspor» allerede på 2000tallet og oppover. Han har gjort mange medaksjonærer svært rike opp igjennom årene...man må bare være litt tålmodig fordi han er en industribygger og ikke en trader som mange andre milliardærer.
Redigert 13.02.2021 kl 18:14
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Fint, men antalet komponenter og komplexitet i et batteri må ned om kostnaden ska ned.
Og då faller hela tanken med komplicerte samlokaliserade fabriker og komplicert tillverkning av anoder bort
Og då faller hela tanken med komplicerte samlokaliserade fabriker og komplicert tillverkning av anoder bort
Tycho
13.02.2021 kl 18:21
8533
Hmm. Faktisk tilbøyelig til å være enig. Ville normalt aldri gjort sånt. Men jeg ville ventet med å konkludere til han viser kortene sine mtp Recs framtid. Om det ikke innebærer at småaksjonærene blir urimelig utvannet, så synes jeg initiativet er morsomt.
Loveshak
13.02.2021 kl 18:26
8500
Det er nettopp den kompliserte produksjonen av batterier og billigere innsatsfaktorer som skal bringe kostnadene ned, så her bommer du stort.
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