6 børsdager til 11.5.
Er vel en forholdvis rimelig mulighet, til at det kommer en melding før. 😎
Er vel en forholdvis rimelig mulighet, til at det kommer en melding før. 😎
manman01
02.05.2021 kl 21:32
35318
aaaalt for gamle nyheder. min fejl.
Redigert 02.05.2021 kl 21:36
Du må logge inn for å svare
manman01
03.05.2021 kl 11:54
34595
Solar farms are booming in Washington state, but where should they go?
https://www.seattletimes.com/seattle-news/environment/solar-farms-are-booming-in-washington-state-but-where-should-they-go/
MAY 2, 2021
Why renewables are the cornerstone of the global energy transition
https://www.weforum.org/agenda/2021/04/why-renewables-are-the-cornerstone-of-the-energy-transition/
APRIL 30, 2021
https://www.seattletimes.com/seattle-news/environment/solar-farms-are-booming-in-washington-state-but-where-should-they-go/
MAY 2, 2021
Why renewables are the cornerstone of the global energy transition
https://www.weforum.org/agenda/2021/04/why-renewables-are-the-cornerstone-of-the-energy-transition/
APRIL 30, 2021
Silicon Wafer Shipments Edge Higher in First Quarter 2021 to Set New Record, SEMI Reports
https://www.prnewswire.com/news-releases/silicon-wafer-shipments-edge-higher-in-first-quarter-2021-to-set-new-record-semi-reports-301281038.html
https://www.prnewswire.com/news-releases/silicon-wafer-shipments-edge-higher-in-first-quarter-2021-to-set-new-record-semi-reports-301281038.html
manman01
03.05.2021 kl 16:33
34263
Skønt at se :)
Smækker lige denne ind også
"
REC Silicon ASA (REC Silicon) will release its Q1 2021 results on Tuesday, May 11, 2021 at 7:00 a.m. CEST.
The same day at 8:00 a.m. CEST, the company will host an audiocast to present the results. Following the presentation, it will be opened for questions from the audience
The presentation will be in English.
To join the audiocast, use the following link.
https://channel.royalcast.com/landingpage/hegnarmedia/20210511_5/
Audiocast participants need to register to post questions.
For further information, please contact:
Nils O. Kjerstad, IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no
About REC Silicon:
REC Silicon is a leading producer of advanced silicon materials, delivering high-purity polysilicon and silicon gas to the solar and electronics industries worldwide. We combine over 30 years of experience and proprietary technology with the needs of our customers, and annual production capacity of more than 20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on the Oslo Stock Exchange (ticker: RECSI), the company is headquartered in Lysaker, Norway.
For more information, go to: www.recsilicon.com
This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.
"
https://www.globenewswire.com/news-release/2021/05/03/2221407/0/en/REC-Silicon-Invitation-to-first-quarter-2021-results.html
May 03, 2021
Smækker lige denne ind også
"
REC Silicon ASA (REC Silicon) will release its Q1 2021 results on Tuesday, May 11, 2021 at 7:00 a.m. CEST.
The same day at 8:00 a.m. CEST, the company will host an audiocast to present the results. Following the presentation, it will be opened for questions from the audience
The presentation will be in English.
To join the audiocast, use the following link.
https://channel.royalcast.com/landingpage/hegnarmedia/20210511_5/
Audiocast participants need to register to post questions.
For further information, please contact:
Nils O. Kjerstad, IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no
About REC Silicon:
REC Silicon is a leading producer of advanced silicon materials, delivering high-purity polysilicon and silicon gas to the solar and electronics industries worldwide. We combine over 30 years of experience and proprietary technology with the needs of our customers, and annual production capacity of more than 20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on the Oslo Stock Exchange (ticker: RECSI), the company is headquartered in Lysaker, Norway.
For more information, go to: www.recsilicon.com
This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.
"
https://www.globenewswire.com/news-release/2021/05/03/2221407/0/en/REC-Silicon-Invitation-to-first-quarter-2021-results.html
May 03, 2021
manman01
03.05.2021 kl 16:56
34062
The first 100 days: just how radical is Joe Biden?
https://financialpost.com/news/economy/the-first-100-days-just-how-radical-is-joe-biden
MAY 3, 2021
How to Make the U.S. Semiconductor Industry Boom Again (podcast)
https://www.bloomberg.com/news/articles/2021-05-03/how-to-make-the-u-s-semiconductor-industry-boom-again
MAY 3, 2021
https://financialpost.com/news/economy/the-first-100-days-just-how-radical-is-joe-biden
MAY 3, 2021
How to Make the U.S. Semiconductor Industry Boom Again (podcast)
https://www.bloomberg.com/news/articles/2021-05-03/how-to-make-the-u-s-semiconductor-industry-boom-again
MAY 3, 2021
MorganKane
03.05.2021 kl 17:15
33967
Her er det bare å lene seg tilbake. Eventuelt selge NOD og øke i REC. NOD er priset til snart 50 ganger Ebitda. Greit nok at de vokser bra, men likevel helt SINNSYKT priset. Butte som jeg tror får samme veksten fremover, kanskje mer gitt at den amerikanske planen lykkes, prises til maks ca 15 ganger Ebidta (gitt en ebitda i q1 på 12 mill usd og 0 verdi for ML og Yulin).
At FA kjører gratis kampanje for NOD dag etter dag, uke etter uke, mens de kontinuerlig tråkker på REC, uten en eneste vurdering av den faktiske prisingen til NOD er rimelig spesielt.
At FA kjører gratis kampanje for NOD dag etter dag, uke etter uke, mens de kontinuerlig tråkker på REC, uten en eneste vurdering av den faktiske prisingen til NOD er rimelig spesielt.
manman01
03.05.2021 kl 19:43
33661
Ford cuts production at two German plants due to chip shortage
https://www.reuters.com/article/ford-motor-chips/ford-cuts-production-at-two-german-plants-due-to-chip-shortage-idUSL8N2MQ37Z
MAY 3, 2021
Ford could produce its own EV battery cells by 2025, executive says
https://www.cnbc.com/2021/05/03/ford-could-produce-its-own-ev-battery-cells-by-2025-executive-says.html
MAY 3, 2021
EXCLUSIVE Ford, BMW lead $130 mln investing round in solid-state battery startup
https://www.reuters.com/business/autos-transportation/exclusive-ford-bmw-lead-130-mln-investing-round-solid-state-battery-startup-2021-05-03/
MAY 3, 2021
https://www.reuters.com/article/ford-motor-chips/ford-cuts-production-at-two-german-plants-due-to-chip-shortage-idUSL8N2MQ37Z
MAY 3, 2021
Ford could produce its own EV battery cells by 2025, executive says
https://www.cnbc.com/2021/05/03/ford-could-produce-its-own-ev-battery-cells-by-2025-executive-says.html
MAY 3, 2021
EXCLUSIVE Ford, BMW lead $130 mln investing round in solid-state battery startup
https://www.reuters.com/business/autos-transportation/exclusive-ford-bmw-lead-130-mln-investing-round-solid-state-battery-startup-2021-05-03/
MAY 3, 2021
manman01
03.05.2021 kl 20:01
33708
Intel investing $3.5B in New Mexico fab upgrade, boosting US chipmaking
https://www.cnet.com/news/intel-investing-3-5b-in-new-mexico-fab-upgrade-boosting-us-chipmaking/
MAY 3, 2021
Edit:
Kunne også godt lide denne:
Intel & TSMC on Chip Shortage: After Blowing $84 Billion on Share Buybacks since 2011 and Now Woefully Behind, Intel Clamors for $50 Billion in Subsidies for US Chip Industry
https://wolfstreet.com/2021/05/03/intel-tsmc-on-chip-shortage-after-blowing-84-billion-on-share-buybacks-since-2011-and-now-woefully-behind-intel-clamors-for-50-billion-in-subsidies-for-us-chip-industry/
MAY 3, 2021
"
In March, Intel had announced plans to invest $20 billion in chip-making plants in Arizona. In the interview, Gelsinger said that Intel would also invest $3.5 billion to upgrade its plant in New Mexico.
But Intel’s share buybacks are getting trimmed: CBS confronted Gelsinger with the fact that Intel had spent “a lot more” on share buybacks than on research and development, whereupon he said: “We will not be anywhere near as focused on buybacks going forward as we have in the past. And that has been reviewed as part of my coming into the company, agreed upon with the board of directors.”
"
Nu rammer jeg sofaen :)
God aften til jer
https://www.cnet.com/news/intel-investing-3-5b-in-new-mexico-fab-upgrade-boosting-us-chipmaking/
MAY 3, 2021
Edit:
Kunne også godt lide denne:
Intel & TSMC on Chip Shortage: After Blowing $84 Billion on Share Buybacks since 2011 and Now Woefully Behind, Intel Clamors for $50 Billion in Subsidies for US Chip Industry
https://wolfstreet.com/2021/05/03/intel-tsmc-on-chip-shortage-after-blowing-84-billion-on-share-buybacks-since-2011-and-now-woefully-behind-intel-clamors-for-50-billion-in-subsidies-for-us-chip-industry/
MAY 3, 2021
"
In March, Intel had announced plans to invest $20 billion in chip-making plants in Arizona. In the interview, Gelsinger said that Intel would also invest $3.5 billion to upgrade its plant in New Mexico.
But Intel’s share buybacks are getting trimmed: CBS confronted Gelsinger with the fact that Intel had spent “a lot more” on share buybacks than on research and development, whereupon he said: “We will not be anywhere near as focused on buybacks going forward as we have in the past. And that has been reviewed as part of my coming into the company, agreed upon with the board of directors.”
"
Nu rammer jeg sofaen :)
God aften til jer
Redigert 03.05.2021 kl 20:06
Du må logge inn for å svare
manman01
04.05.2021 kl 13:28
32857
Hahaha mange tak!
ESMC Urges an Allocation of EU€20 Billion to Cultivate for a Bounce Back in Local Solar Industry of Europe
https://m.energytrend.com/news/view/21560.html
MAY 4, 2021
ESMC Urges an Allocation of EU€20 Billion to Cultivate for a Bounce Back in Local Solar Industry of Europe
https://m.energytrend.com/news/view/21560.html
MAY 4, 2021
Donald Duck
I dag kl 12:41
I forbindelse med Aker Horizons Q1 presentasjon, så kommenterte Røkke Jr. at det som skjer i forhold til batteriutvikling er særlig interessant i forhold til selskapets eierandel i REC Silicone.
Kilde: Kvartalspresentasjon Aker Horizons.
I dag kl 12:41
I forbindelse med Aker Horizons Q1 presentasjon, så kommenterte Røkke Jr. at det som skjer i forhold til batteriutvikling er særlig interessant i forhold til selskapets eierandel i REC Silicone.
Kilde: Kvartalspresentasjon Aker Horizons.
Fholm
04.05.2021 kl 14:26
32922
den der trengte jeg å lese idag , spesielt hyggelig at de har linket til arctics kursmål. :)
"Mer kan jeg ikke røpe akkurat nå"
Intravenøsiu
04.05.2021 kl 16:33
33124
edit: postet gammel nyhet ved feil.
Redigert 04.05.2021 kl 16:56
Du må logge inn for å svare
Vel setningen "Mer kan jeg ikke røpe akkurat nå" kan man vel analysere som mann vil. Tror at hadde jeg brukt den setningen i en setting- hadde vel det betydd at svaret lå nær i tid. (Den kan jo selvsagt også bety at avsender av setningen bare vil gjøre seg interessant. :- ) )
Absolutt. Tror ikke man skal legge for mye i det. Junior sa tidligere i år at de skulle komme tilbake med mer info rundt Rec i februar. Noe de aldri gjorde.
Det de imidlertid gjorde var å sette inn Røkke senior som styreformann 4. mars. Det er også en måte å 'komme tilbake'.
Ja, jeg kan ikke helt forstå at grunnen til det er åpenbar for oss enda. Jeg tror ikke dette styret med VP var eneste grunn, for det virket ikke som det var noe grunn for hast der. Jeg tror det er større baller i sving :D
Hvis VP var grunnen (eneste), så hadde han ikke behøvd å stille til valg som styreformann på GM 11. mai. Den saken er jo avsluttet.
Group 14 skulle vel hente penger...
Det er ikke vel umulig at RECsi og G-14 inngår enda etter tettere samarbeid (JV) eller at G-14 blir kjøpt opp av RECsi, helt eller delvis?
Det er en grunn til at Røkke kom inn, og at VP gikk ut... hmm
Det er ikke vel umulig at RECsi og G-14 inngår enda etter tettere samarbeid (JV) eller at G-14 blir kjøpt opp av RECsi, helt eller delvis?
Det er en grunn til at Røkke kom inn, og at VP gikk ut... hmm
Utfra signalene til Aker Horizon, kan kanskje de kjøpe G14. Tror ikke Rec vil kjøpe G14.
Det blir jo bare spekulasjoner, men styret ønsker en fullmakt til å utstede 20% nye aksjer: formål er blant annet oppkjøp...
Da begynte jeg å spinne litt... det er jo en eventyrlig mulighet RECsi nå har (selv om kursen ikke gjenspeiler det).
Da begynte jeg å spinne litt... det er jo en eventyrlig mulighet RECsi nå har (selv om kursen ikke gjenspeiler det).
Hvorfor ikke? Hvis anoden til G14 nå blir validert er de fort et hestehode foran de fleste og dersom det i tillegg medfører riktighet at anodematerialet er spesielt egnet for oppskalering og da kanskje som integrasjon på deg eksisterende anlegget i ML..ville det kanskje gi mening med en fusjon på flere nivåer?
Hvis oppkjøp, så er det mer naturlig at G14 blir et av selskapene i Aker Horizon porteføljen, synes jeg. AH lager energi med sol, vind og batterier. Da er det bare å ringe AH så kan de lage all strøm/ energi som trengs til hele byer, inkludert batterier til byens biler, sykler, trikker, busser, mobiltelefoner:) osv. Men for all del, jeg har ingenting i mot at Rec kjøper G14.
Eller kanskje det er en by som bare vil ha batteri og da ringer de Aker Batteri.
Nei, tror det er mer praktiske årsaker, med bedre synliggjøring av verdier, rene regnskap, selskaps strategier, osv.
Nei, tror det er mer praktiske årsaker, med bedre synliggjøring av verdier, rene regnskap, selskaps strategier, osv.
Sa2ri
04.05.2021 kl 21:27
31414
Sist gang AKH la frem resultater var det en som forsnakket seg vedrørende RECSI (han regnet nok med at alle selskapene under AKH paraplyen leverte res samme dag - det gjør de ikke da RECSI p.t. ikke leverer samme dag som resten av AKH sin portefølje). Det unngikk de denne gangen, men kommentaren til jr. kan bety at det faktisk kommer noen nyheter om ikke alt for lenge, kanskje allerede 11. mai.
RT
04.05.2021 kl 21:44
31290
Håper og tror du har rett, Sa2ri :)
Forhåpentligvis en liten rekyl imorra/torsdag, nærmere 20 på fredag, så smeller det nok om ikke lenge. 11 mai eller litt etter. Kommentaren til Røkke jr er bull
Gjør vondt i sjela å se de summene som ryker om dagen, men sikker på at alle vi som sitter rolig skal få ro i sjela snart.
Forhåpentligvis en liten rekyl imorra/torsdag, nærmere 20 på fredag, så smeller det nok om ikke lenge. 11 mai eller litt etter. Kommentaren til Røkke jr er bull
Gjør vondt i sjela å se de summene som ryker om dagen, men sikker på at alle vi som sitter rolig skal få ro i sjela snart.
manman01
05.05.2021 kl 06:04
30746
U.S. Commerce Dept. pressing Taiwan to supply more chips to U.S. automakers
https://www.reuters.com/technology/us-commerce-dept-pressing-taiwan-supply-more-chips-us-automakers-2021-05-04/
MAY 5, 2021
“
"We're working hard to see if we can get the Taiwanese and TSMC, which is a big company there, to, you know, prioritize the needs of our auto companies since there's so many American jobs on the line," Raimondo said in response to a question from a General Motors Co (GM.N) executive.
"As I said, there's not a day goes by that we don't push on that," she said, adding the medium- and long-term solution would be "simply making more chips in America."
“
https://www.reuters.com/technology/us-commerce-dept-pressing-taiwan-supply-more-chips-us-automakers-2021-05-04/
MAY 5, 2021
“
"We're working hard to see if we can get the Taiwanese and TSMC, which is a big company there, to, you know, prioritize the needs of our auto companies since there's so many American jobs on the line," Raimondo said in response to a question from a General Motors Co (GM.N) executive.
"As I said, there's not a day goes by that we don't push on that," she said, adding the medium- and long-term solution would be "simply making more chips in America."
“
Ja, er enig i den. Flere som snakker om 20,- til fredag.
Jeg er ikke bekymret for aksjeposten, den ligger trygt i skuffen i et par år enda uansett, men jeg har noen MINI futures som nærmer seg styggfort SL :)
Jaja, om 100 år alt glemt allikevel..
Krysser fingrene for i dag.
Jeg er ikke bekymret for aksjeposten, den ligger trygt i skuffen i et par år enda uansett, men jeg har noen MINI futures som nærmer seg styggfort SL :)
Jaja, om 100 år alt glemt allikevel..
Krysser fingrene for i dag.
Redigert 05.05.2021 kl 07:25
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Polysil prisen fortsetter å stige. Fra PV-Insights:
Item High Low Avg Chg AvgChg%
PV Grade PolySilicon (9N/9N+) 23.900 13.500 20.290 Positive Change Sign0.27 Positive Change Sign 1.35%
2nd Grade PolySilicon (6N-8N) 12.500 10.700 11.080 Positive Change Sign0.2 Positive Change Sign 1.84%
Last Update: 2021-05-05
Item High Low Avg Chg AvgChg%
PV Grade PolySilicon (9N/9N+) 23.900 13.500 20.290 Positive Change Sign0.27 Positive Change Sign 1.35%
2nd Grade PolySilicon (6N-8N) 12.500 10.700 11.080 Positive Change Sign0.2 Positive Change Sign 1.84%
Last Update: 2021-05-05
manman01
05.05.2021 kl 11:41
30278
Du var lige lidt hurtigere på aftrækkeren end mig, Flyers (:
Men skønt at se! Tak (:
Men skønt at se! Tak (:
omac
05.05.2021 kl 11:42
30327
Slettet brukerskrev Polysil prisen fortsetter å stige. Fra PV-Insights: Item ..
Vi ender vel i rødt i dag da, slike nyheter takler ikke markedet
manman01
05.05.2021 kl 14:23
30076
IEA: governments should prepare for “looming” surge in raw material demand
https://www.pv-tech.org/iea-governments-should-prepare-for-looming-surge-in-raw-material-demand/
MAY 5, 2021
(((:
https://www.pv-tech.org/iea-governments-should-prepare-for-looming-surge-in-raw-material-demand/
MAY 5, 2021
(((:
manman01
05.05.2021 kl 14:26
30260
Clean energy demand for critical minerals set to soar as the world pursues net zero goals
https://www.iea.org/news/clean-energy-demand-for-critical-minerals-set-to-soar-as-the-world-pursues-net-zero-goals
MAY 5, 2021
https://www.iea.org/news/clean-energy-demand-for-critical-minerals-set-to-soar-as-the-world-pursues-net-zero-goals
MAY 5, 2021
manman01
05.05.2021 kl 15:41
30138
EU unveils plan to cut dependency on China, others
https://www.reuters.com/world/china/eu-unveils-plan-cut-dependency-china-others-2021-05-05/
MAY 5, 2021
meget stor :)
https://www.reuters.com/world/china/eu-unveils-plan-cut-dependency-china-others-2021-05-05/
MAY 5, 2021
meget stor :)
Redigert 05.05.2021 kl 15:43
Du må logge inn for å svare
Se her brikkene faller på plass✔️👍