Ikke helt overbevist. Veldig praktisk er uansett en kraftig overdrivelse 😆

🤣🤣

Sjelden man ser såpass tydelig baissing som du driver med. Tydelig at du er på jakt etter aksjer og ikke fikk kjøpt før melding kom fredag. Gidder ikke bruke tiden min på denne svadaen det er nok info her inne på diverse tråder du kan bruke tiden din på å lese deg opp . God påske kom dere ut i sola folkens

Hehe/ jeg blokkerer han StephanDerrick. Nytt Nick av en av de tidligere trollene her inne.

Du tenker REC styres av utestående faktorer alene og derfor ikke rår over sin egen skjebne? Jeg ville nok se på oppsiden i selskapet vs makro. Riktig kurs er ikke 20, den er mye høyere om ML åpner.

De store driverne for tiden er inflasjonspress, kraftig stigende renter og ikke minst at FED skal til med QT-operasjoner. Mtp det siste så er QT-operasjoner (Quantitative Tightenings) det motsatte av pengetrykkingen (QE) som FED drev med helt frem til mars. Enkelt forklart så vil QT-operasjoner senke det tidevannet som QE-operasjonene har medført. QE-operasjonene løftet nær sagt alt. QT-operasjoner har motsatt effekt. QT vil dra ned alt som ikke kan forsvare en høyere pris pga økte resultater. Og som vi vet, resultatene til Rec ligger i beste fall år frem i tid. Hanwha har selvfølgelig ikke dårlig tid mtp å få kontroll med REC. De vet/ser det samme som mange andre nemlig at økte renter/QT-operasjoner i tiden fremover vil legge press på kurser i selskaper som REC.

Poenget mitt: Det er mer sannsynlig at vi skal mot 12 enn 20 de neste 6 månedene. Enn så lenge kan de fleste dog håpe på at kursen blir liggende å vake i intervallet 14-16. Troen på at riktig kurs er 20 vil muligens holde motet oppe hos mange aksjonærer enda en tid.

Det er jo veldig praktisk om man f.eks sitter i et utendørs basseng.

En analyse som sier at den enten skal opp eller ned er like nyttig som ett rasshøl nummer 2 plassert på albuen, hjelpe meg

Så vidt eg kan sjå tørkar omsetninga ut dersom kursen nærmar seg 14 kr. No er det meldt om EGF alt 2. mai, med valg av nytt styre. Hanwha er på offensiven, og det vil dra kursen vidare opp, er mitt «aksjetips».

FA med teknisk analyse av REC i dag: Kort fortalt «På kort sikt er det rom i trenden for fall under 12 kroner, men også oppgang forbi 20 kroner.» Slett ikke ulikt det vi kan lese her på forumet daglig altså 😀
https://finansavisen.no/nyheter/kommentar/2022/04/10/7849844/sondagens-aksjetips-med-rec-silicon-og-awilco-drilling?internal_source=sistenytt

https://www.pv-magazine.com/2022/04/09/the-weekend-read-plans-for-a-fully-fledged-european-pv-supply-chain/

Forskjellen er at Røkke er Mr Goldenboy for mange nordmenn, han gav tro på selskapet. Koreanernes innkjøp blir oppfattet som «skummelt» for nordmenn flest. Dessuten var det som forventet at de putter sine egne inn i styret.
Det er nok likevel meget positivt for selskapet å få inn en gigant som Hanwha på eiersiden. Tviler sterkt på at de vil bruke 8-10 milliarder på å kjøpe hele selskapet. Med styringen de har nå sikrer de seg levering til egen verdikjede. Og kan utvide når de ser behovet for det. Som kan komme fortere enn vi aner.

While Europe was previously a leader in the manufacturing of solar cells and modules, the plans falling into place this year already represent a scale never before seen on the continent. And they’ll need that scale if Europe is to meet expected demand for new solar over the coming decades, without relying heavily on imported products and components. Many of the technologies at the center of these plans are brand new as well; pv magazine looks at a few of the innovators planning to scale up alongside more mainstream players, and how these fit into plans for a fully fledged European PV supply chain.

APRIL 9, 2022 MARK HUTCHINS
HIGHLIGHTS
MODULES & UPSTREAM MANUFACTURING
TECHNOLOGY AND R&D
EUROPE
04029_Power_roll_opt
UK-based Power Roll has set up a pilot line for its microgroove thin-film technology, and is exploring licensing the technology out to manufacturers. CEO Neil Spann says he sees plenty of opportunity for the manufacturing to take place in Europe.
Image: Power Roll
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From pv magazine 04/2022

It’s an exciting time for PV manufacturing, with the global solar industry seemingly having realized the need for localized supply chains in all of its key regions. Europe, India, and the United States are all launching major incentives and putting plans in place for vertically integrated manufacturing at scales comparable to those already up and running in China.

Many of the early innovations in solar energy took place in Europe, before the bulk of the world’s manufacturing capacity for PV modules and related materials moved to Asia over the past decade. And as Europe again looks to establish a local PV manufacturing industry, it’s clear that the companies involved want to maintain the continent’s reputation as a technology leader. So far, the bulk of European plans are to produce cells and modules based on heterojunction technology (HJT) – among the most advanced cell concepts currently in production and capable of some of the highest performance.

European manufacturing
In Q2 2022, the UP Initiative focuses on European solar manufacturing. Ambitious proposals are in place to reactivate a booming industry with investment earmarked, factories planned, sustainability goals announced, and political strategies outlined to support the projected growth of PV installations. Can these plans be realized? Discover our coverage

“In Europe, HJT is currently the technology of choice for new manufacturers and new lines, rather than upgrades from p-type PERC,” said Karl Melkonyan, senior analyst at IHS Markit. “In the past 15 to 20 years, HJT technology has come a long way, continuously decreasing cost, increasing conversion efficiencies, and other performance improvements, alongside strong stability with a very low temperature coefficient. It is also important to mention that there is still room for further improvements.”

Globally, HJT will face competition from the existing PERC technology that is already very well cost optimized, and from its main n-type rival TOPCon, which unlike HJT can be produced on adapted PERC lines. “Both HJT and TOPCon still have to develop and improve some of the manufacturing processes to reach cost-competitiveness, with higher efficiencies, higher throughput and durability, shorter processing time, lower cost and better overall performance,” added Melkonyan. “I don’t think there will be only one winner.” For Europe, however, the largest manufacturing plans announced so far, including those of Meyer Burger in Germany, REC Group and Recom in France, and Enel in Italy, are all focused on HJT. And while these more established players continue their impressive work to improve and optimize the silicon cell technology, there are plenty of new innovations waiting in the wings that promise both to support existing plans and to move PV manufacturing in new directions.

HJT tech
With technologies like HJT moving close to the practical efficiency limits of a silicon solar cell, the industry is on the lookout for new materials to reach higher performances. Perovskites, most often deposited on top of a silicon cell to create a tandem device, have emerged as the most promising materials here. And though yet to be commercialized at any scale, tandem cells and even perovskites by themselves are seen by many as the future of PV.

UK/Germany-based company Oxford PV is among the pioneers of tandem cell technology, already closing in on the 30% efficiency mark with laboratory scale devices. The company plans to introduce perovskite-silicon modules manufactured at its site in Brandenburg, Germany, to the market before the end of this year – having seen a few delays due to Covid and related supply chain constraints. As far as the silicon bottom cell goes, Oxford PV is firmly committed to HJT as the best option and sees this as an opportunity for European manufacturers to take a lead on technology.

“Right now, other regions to a certain extent are stuck with a legacy product in PERC, and they want to extend it,” said Oxford PV CEO Frank Averdung. “In Europe, current manufacturing capacity is marginal, and you don’t have this legacy product. And for us, if we want the highest efficiency, we need the best performing bottom cell, and that of course is HJT.”

Polysilicon and beyond
With its recent disruptions, price increases, and concerns over forced labor, polysilicon’s supply chain offers a demonstration of the need for localized production from start to finish. While established players like Wacker and Elkem have the capacity to supply much of the polysilicon that will be needed by European manufacturers in the years to come, others are looking at ways to shake this up, and dramatically reduce costs in the process.

German startup Nexwafe is developing a technology that promises to replace the processes of polysilicon production, namely ingot pulling and sawing, with just a single step by creating silicon wafers directly from chlorosilane gas. The process promises, according to its creators, to cut the cost of wafer production in half, and to produce more uniform, high quality wafers than is possible with current technology. In late 2021 the company raised €39 million in investments and is planning to scale up a 500MW capacity plant at its site in Bitterfeld-Wolfen, Germany by early 2024.

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New thin-film technologies also promise to cut much of the cost and complexity that’s inherent to making silicon PV modules. UK company Power Roll recently completed a pilot production line for its technology, which deposits solar cell material into a unique microgroove structure. In pilot production the company is working with perovskite as the cell material, and targeting lightweight and integrated applications. “We estimate that when we scale, our technology will be about 50% cheaper on an upfront capital basis, with a 50% shorter payback period than existing traditional heavy silicon PV,” said Power Roll

Når det ble meldt at KIR ønsket å bli styreleder i Rec så gikk kursen over 26% opp den dagen. Slik som vi ser det nå, hele det nye styret som er foreslått er bygget av ekstremt proffe folk. Derfor burde kursen minst gå like mye opp og mer synes jeg.

Så det du skriver er ikke søppleinnlegg....meget tynt grunnlag for en oppgang på 10-15%, ikke mye tyngde bak det innlegget der. På mandag så kan jeg si du tok feil.

Enig,12 prosent.

Tipper første åpningsdag går Rec opp 10 til 15%. Denne meldingen i seg selv er største tryggheten som markedet trengte.
Fra nå av er det ingen tvil hvilken retning Rec er på vei til. Nemlig ekspansjon!

Du har ikke fått kjøpt enda nei 🤣🤣🤣🤣🤣

Hvordan bruker forresten omsetningen på OSE være i påska? Er sikkert kraftig redusert? Noen som vet?

Siden du spør, så svarer jeg NULL, altså 0,00! 🥳

Slike søppel innlegg bør du la være å poste! Du og noen likedan som synker seg så lavt at det er flaut å besvare deres innlegg.

Hva mener du egentlig med det? Hanwha har jo ikke en så stor eierpost at ikke andre store eiere kan mobilisere seg for å kjøre ut Hanwha hvis de skulle bli en vanskelig eier, eks ved å låne sine aksjer ut til shorting.

Spent på de to siste…

Heike Heiligtag på LinkedIn kommer opp som Client Service Manager at McKinsey & Company

Under arbeidserfaring:

Early Phase Investor
Private
Jan. 2020–Heute2 Jahre 4 Monate
Hamburg, Germany
Investor in and business angel of early phase startups in the energy and mobility space

God bedring

"Det som kan komme allerede er melding om EGF og valg av nytt styre ......"

Ser ut til at jeg fikk rett om akkurat dette om ikke annet. Det ser også ut til at de som foreslås som nytt styre har litt pondus, noe som borger bra for veien videre. Får grave litt mer i hvem disse menneskene er så fremt ikke noen allerede har gjort det og postet dette på en annen post.

😂 Fortune500-selskapet viser store ambisjoner på vegne av RECsi. Her tenker jeg det er lurt å holde på aksjene /

Det der er bra - tungvektere Hanwha og et par europeer for utvidelse i EU. Skulle kanskje ønsket meg en amerikaner, men ellers ideelt 👍

Vi får la være å selge på 20, da 😉

Er tydelig hvor dette ender, jeg bare håper at dersom de ønsker å kjøpe opp hele REC så er det med en kurs høyere enn 20kr. REC og Butte på full maskin er verdt mye mer enn 20kr per aksje.

Håper jeg tar feil og at de ønsker REC videre på børs og at vi får se kurser langt høyere enn dagens

Q Cells Germany må i nær framtid måtte forholde seg til EU taxonomy og dokumentere CO2-avtrykk i hele verdikjeden.

The EU Taxonomy.
From January 1st 2023, all large companies are required to report their taxonomy alignment, along with relevant information that may help investors assess their ESG performance.

https://finansavisen.no/nyheter/industri/2022/04/08/7849733/slik-blir-det-nye-styret-i-rec-silicon?internal_source=sistenytt

Interessant:

Maeng Yoon Kim is currently Head of Module Sales at Hanwha Q Cells Germany

https://www.theofficialboard.com/biography/maeng-yoon-kim-84e0d

Yess

OSE må føles nokså fjern for den gjengen, så hvor lenge blir Rec der?

Fantastisk! Der ser vi hvem de nye styremedlemmene blir. Ikke hjemme nå, men kommenterer dette ytterligere senere når jeg har lest meg opp på alle, men Hanwha mener alvor når vi ser hvem som er styreleder og nestleder. God helg! :)

Kommer sikkert til å oppleves som negativt på Ose. Hanwha kupper styret :-)