Denne artikkel er bra. Les den og man får en grunnleggende forståelse av hvilken vei dette går. For Recsi er det mange veier til Rom. Biden har gjort en del feil. Men kjernen av saken er at Europa og Nord-Amerika vil ikke la Kina ha så stor dominans i fremtiden. Ikke vil investorer det heller.

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/a-decade-into-tariffs-us-solar-manufacturing-is-still-deep-in-asia-s-shadow-70236202

Hvorfor ikke ? Vi har vært på 148 milliarder tidligere og da var verden mye mindre attraktiv enn de neste 5-10 årene for firmaer som Recsi. Blue sky om 10 år om de lykkes hele veien....300 milliarder ?? 🤣🤘👍

https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=COM%3A2022%3A221%3AFIN&qid=1653034500503

COMMUNICATION FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT, THE COUNCIL, THE EUROPEAN ECONOMIC AND SOCIAL COMMITTEE AND THE COMMITTEE OF THE REGIONS

EU Solar Energy Strategy

{SWD(2022) 148 final}


1.Solar energy to repower Europe

Massive, rapid deployment of renewable energy is at the core of the REPowerEU plan - the EU initiative to put an end to its dependency from Russian fossil fuels. Solar energy will be the kingpin of this effort. Panel by panel, the infinite energy of the sun will help reduce our dependence on fossil fuels across all sectors of our economy, from residential heating to industrial processes.

As part of the REPowerEU plan, this strategy aims to bring online over 320 GW of solar photovoltaic by 2025 (more than doubling compared to 2020) and almost 600 GW by 2030 1 . These frontloaded additional capacities displace the consumption of 9 bcm of natural gas annually by 2027.

Solar energy has a number of advantages that make it particularly suitable to meet today’s energy challenges.

Solar photovoltaics (PV) and solar thermal technologies can be rolled-out rapidly and reward citizens and businesses with benefits for the climate and their purses.

This is because solar energy costs have decreased spectacularly over time. The EU’s renewable energy policies helped bring PV costs down by 82% over the last decade 2 , turning it into one of the most competitive source of electricity in the EU. Solar energy, combined with energy efficiency, protects European citizens from the volatility of fossil fuel prices.

EU citizens appreciate this autonomy to produce their own energy, either individually or collectively. It is a huge opportunity for whole cities and regions, especially those transitioning to a new energy and economic model. The solar sector not only creates renewable electricity and heat; it also creates jobs, new business models and start-ups.

Massive deployment of solar energy is also a chance to reinforce the EU’s industrial leadership. By creating the right framework conditions, the EU can expand its manufacturing base, building on its vibrant competitive and innovation-driven environment while ensuring that solar products are up to the EU consumer’s high standards.

The EU Solar Energy Strategy outlines a comprehensive vision to swiftly reap the benefits of solar energy, and presents four initiatives to overcome the remaining challenges in the short-term.

First, by promoting quick and massive PV deployment via the European Solar Rooftops Initiative.

Second, by making permitting procedures shorter and simpler. The Commission will address this issue through the adoption of a legislative proposal, a recommendation and a guidance alongside this communication.

Third, by ensuring the availability of an abundant skilled workforce to face up the challenge of producing and deploying solar energy all across the EU. In line with the call for stakeholders to establish an EU large-scale skills partnership for onshore renewable energy under the Pact for Skills, as part of the REPowerEU plan, this strategy will set out its relevance for the solar energy sector 3 . This partnership will bring together all relevant stakeholders to take action on upskilling and reskilling to fill the gap.

Fourth, by launching a European Solar PV Industry Alliance that aims to facilitate innovation-led expansion of a resilient industrial solar value chain in the EU, in particular in the PV manufacturing sector.

2.Accelerating solar energy deployment

Solar PV is one of the cheapest source of electricity available 4 . The cost of solar electricity was already well below wholesale electricity prices before the 2021 surge in prices. This advantage has become even more relevant now in the face of the crisis. Solar electricity and heat are key for phasing out EU’s dependence on Russian natural gas. Large-scale deployment of PVs will reduce our reliance on natural gas used to produce power. Solar heat and solar power combined with heat pumps can replace natural gas boilers for heating in residential or commercial spaces. Solar energy in the form of electricity, heat or hydrogen can replace natural gas consumption in industrial processes.

By the end of 2020, the EU reached 136 GW of solar PV installed generation capacity, having added more than 18 GW that year. It delivered around 5% of total EU electricity generation 5 . To reach the 2030 target for renewables proposed by the Commission and the objectives of the REPowerEU plan, we need to radically step up a gear. Over this decade, the EU will need to install, on average, approximately 45 GW per year.

Solar energy systems have long been a low-cost and reliable solution for heating in many European countries 6 but overall solar heat accounts for just around 1.5% of heating needs 7 . To reach the EU 2030 targets, energy demand covered by solar heat and geothermal should at least triple.

Rooftops have been the place for most of the solar energy deployment so far, but huge untapped potential remains. It is a low-hanging fruit and the EU and its Member States must join forces to exploit it rapidly as much as possible, given multiple benefits for consumers.

European Solar Rooftops Initiative

According to some estimates, rooftop PV could provide almost 25% of the EU’s electricity consumption 8 - this is more than the share of natural gas today. These installations – on residential, public, commercial and industrial roofs – can shield consumers from high energy prices, contributing to public acceptance of renewable energy. They can be deployed very rapidly, as they utilise existing structures and avoid conflicts with other public goods like the environment.

The EU-wide European Solar Rooftops Initiative, announced in the Commission’s REPowerEU Communication, aims at unlocking the vast, underutilised solar generation potential of rooftops to make our energy cleaner, more secure and affordable. To achieve this swiftly, immediate action is necessary by end 2022

The EU will:

-Increase its 2030 target for renewables share to 45%.

-Limit the length of permitting for rooftop solar installations, including large ones, to a maximum of 3 months.

-Adopt provisions to ensure that all new buildings are “solar ready”.

-Make the installation of rooftop solar energy compulsory for:

oall new public and commercial buildings with useful floor area larger than 250 m2 by 2026;

oall existing public and commercial buildings with useful floor area larger than 250 m2 by 2027;

oall new residential buildings by 2029.

-Ensure that its legislation is fully implemented in all Member States allowing consumers in multi-apartment buildings to effectively exercise their right to collective self-consumption, without undue costs 9 .

The EU and Member States will work together to:

-Eliminate administrative obstacles for cost-effective extensions of already installed systems.

-Set up at least one renewables-based energy community in every municipality with a population higher than 10 000 by 2025.

-Ensure that energy poor and vulnerable consumers have access to solar energy, e.g. through social housing installations, energy communities, or financing support for individual installations.

-Support building-integrated PVs for both new buildings and renovations.

-Ensure full implementation of the current provisions in the Energy Performance of Buildings Directive (EPBD) in relation to the nearly zero-energy buildings standard for new buildings, including through dedicated guidance.

Member States should:

-Establish robust support frameworks for rooftop systems, including in combination with energy storage and heat-pumps, based on predictable payback times that are shorter than 10 years.

-As part of such a framework and where needed to unlock investments, set up a national support programme to ensure as of next year:

-massive deployment of rooftop solar energy, giving priority to most suitable buildings for quick interventions (Energy Performance Certificate classes A, B, C or D),

-combine solar deployment with roof renovations and energy storage; this should be implemented through a one-stop shop integrating all aspects.

The Member States should implement the measures under this initiative as a priority, using available EU funding, in particular the new REPowerEU chapters of their Recovery and Resilience Plans. The Commission will monitor progress in the implementation of this initiative on an annual basis, through the relevant fora, with the sector’s stakeholders and the Member States.

If fully implemented, this Initiative, as part of the REPowerEU plan, will accelerate rooftop installations and add 19 TWh of electricity after the first year of its implementation (36% more than expected in the Fit for 55 projections). By 2025, it will result in 58 TWh of additional electricity generated (more than double the Fit for 55 projections).

Det mest interessante er kanskje at EU også stiller med finansiering. Den enorme pakken vil altså gjøre finansiering tilgjengelig ganske raskt, slik at prosjekter kan iverksettes pronto.

Financing solar energy deployment

Solar energy technologies have relatively high upfront costs, compared to other sources of energy, but low operational costs. Therefore, attractive financing conditions are crucial for their competitive deployment. Commission analysis indicates that additional investments in solar PVs under REPowerEU would amount to EUR 26 billion between now and 2027, on top of the investments needed to realise the objectives of the Fit for 55 proposals.

Most of the financing will be private, but partially triggered by public funding, including from the EU. The Recovery and Resilience Facility already dedicated at least EUR 19 billion to accelerate the roll-out of renewables 10 . Other instruments are contributing to this effort: the cohesion policy funds, InvestEU, the Innovation Fund, the Modernisation Fund, Horizon Europe and the LIFE programme. Connecting Europe Facility RES and the EU renewable energy financing mechanism will support cross-border cooperation on solar energy projects.

Besides dedicated energy financing programmes, Member States should also look for synergies with transport infrastructure or research and innovation programmes, ensuring a coordinated support framework for solar energy across relevant policy areas. In addition, they should use specific technical support provided by the Commission to reduce their dependence on Russian fossil fuels through the Technical Support Instrument which inter alia supports reforms to enhance the rollout of solar energy. The new Guidelines on State aid for climate, environmental protection and energy (CEEAG) 11 have introduced a set of criteria for tailored and proportionate support to renewable energy, including solar. Among other things, this includes contracts for difference, technology-specific tenders or exemptions from mandatory competitive bidding for small projects, including certain energy community projects.

2.1.Utility-scale deployment and enabling measures

Utility-scale installations

Utility-scale solar installations will be crucial to replace fossil fuels at the required speed. In recent years, competitive bidding has driven growth in this segment. By 2020, 19 Member States had carried out national-level tendering processes, also known as renewable energy auctions 12 . This mechanism has contributed to drive down costs and recent years have seen greater emphasis on auction designs which increase reliance on market-based revenues 13 . Stable, publicly available schedules for the foreseen auctions increase visibility for project developers and drive up investment. They should cover at least the following five years, include the frequency of competitive tendering, the related foreseen capacity, the available budget and the eligible technologies 14 .

Beyond auctions, public procurement can also be leveraged to further promote solar energy deployment, while generating incentives to enhance the sustainability of the equipment. In addition, aggregation of demand for solar energy from large public buyers can reduce investment risks and facilitate innovative business models in the solar energy sector. To this end, the Commission will build on the Big Public Buyers initiative, proposing the creation of a community of practice dedicated to the procurement of solar energy. This community will share knowledge and develop best procurement practices for solar energy technologies.

Solar project developers are increasingly relying on a combination of electricity market participation and corporate renewable Power Purchase Agreements (PPAs) to ensure a stable income. A swift adoption of the revision of the Renewable Energy Directive (RED), proposed in July 2021 15 , and the implementation of the Commission Recommendation on PPAs adopted alongside this communication should allow Member States to boost the number and aggregated volume of the agreements.

As the share of variable renewables increases in the electricity system, auctions should also support renewables-based technologies that can reduce the cost of ensuring network stability and system integration. Concentrated Solar Power (CSP) with thermal storage and solar PV with batteries are examples of technologies that can provide these benefits.

The public consultation confirmed that a key barrier holding back utility-scale installations, including solar, is administrative, in particular long and complex permit-granting procedures. To overcome this obstacle, the Commission has presented a Recommendation on fast permitting for renewable energy projects and a legislative proposal on permitting alongside this communication.

Go-to areas and multiple use of space

The required expansion in utility-scale projects will increasingly face competing uses of land and public acceptance challenges. Member States should undertake a mapping exercise to identify appropriate locations for renewable energy installations needed to collectively achieve the revised EU 2030 renewable energy target. They should also designate the renewable go-to areas in which permitting will be simpler and faster than elsewhere while limiting the impact on other uses of land and preserving environmental protection. In addition, permit-granting procedures for the installation of solar energy equipment in rooftops and other structures created for purposes different than solar energy production should be limited to three months.

The repurposing of former industrial or mining land represents an opportunity for solar energy deployment. The Modernisation Fund, as well as the cohesion policy, in particular the Just Transition Fund, can support this kind of economic diversification and reconversion initiatives.

Rising to the skills challenge

The EU solar PV sector employed 357,000 full-time equivalent (direct and indirect) jobs in 2020 and this figure is expected to at least double by 2030. The installation sector is a particularly strong source of local jobs, representing 80% of the total, while the operation and maintenance sector accounts for 10% 20 .

There is already a lack of skilled workers. This bottleneck could grow quickly if unaddressed. Vocational and Educational Training is an important instrument to address this challenge and Member States are encouraged to analyse the skills gap in the solar energy sector and develop training programmes fit for purpose, taking into account the potential to increase women’s participation.

At EU level, as part of the REPowerEU plan, the Commission will bring together the relevant stakeholders in the renewable energy sector, including from the solar, wind, geothermal, biomass and heat pumps industries, but also from regional and national permitting authorities, to set up an EU large-scale skills partnership for onshore renewable energy, including solar energy, under the Pact for Skills.

The partnership should develop a clear vision of concrete upskilling and reskilling measures for solar energy expansion. This should include training cooperation between companies along the value chain, social partners, training providers, and regional authorities. By joining forces, stakeholders can maximise the return on their investment in the partnership. Private, local and national funds can support the partnership’s objectives and be complemented by EU funding, from the European Social Fund to Erasmus+ and Marie Skłodowska-Curie Actions.

The Commission will support implementation by the Member States of the Council Recommendation on ensuring a fair transition towards climate neutrality including actions to support workforce reskilling and upskilling and labour market transitions towards growing sectors such as solar energy 21 .

In addition, to promote mobility, the revision of the RED proposed in July 2021 provides requirements for mutual recognition of certification schemes across the EU, based on common unified criteria. It also mandates Member States to publish the list of certified installers to provide guarantees for consumers.


Pakken de kommer med inkluderer da også finansieringsplan og utdannelse av arbeidere for å montere solcelleanlegg i enorm skala. Dette kommer til å slå ut helt hinsides. Jeg er sikker på at California kommer til å hive seg på med lignende løsning ganske raskt, og flere andre amerikanske stater kommer til å gjøre enorme tiltak der også. Rec kommer til å starte en himmelferd som vil vedvare de neste 2-5 årene.

EU skal også finansiere utvikling av solcelleenergi i Afrika:

Africa, which has the richest solar resources on the planet, installed only 5 GWs of solar PV in 2019. At the same time, in sub-Saharan Africa, 570 million people do not have access to electricity. Last February, during the 6th EU–African Union Summit, the Commission presented the Africa-EU Green Energy Initiative to support Africa’s green transition in the energy sector by increasing renewable energy capacity and the number of people gaining access to affordable and reliable energy. The EU can assist Africa’s efforts to adopt innovative technologies maximising solar energy resources, that is through agri-PV or floating solar on artificial lakes 48 . As part of the Global Gateway EU-Africa investment package, the EU will support the development of regional electricity markets across the five continental African power pools through technical assistance and funding for electricity interconnections and transmission lines.


REC vil gå helt amok de neste årene. Det kommer til å bli trangt inn dørene når alle disse prosjektene skal realiseres samtidig.

Har truleg gått inn i feil aksje sidan eg har runda 68! Nokså liten vits for meg at Recsi blir verdt 148 mrd eller 300 mrd om 10 år. Burde nok ha innsett dette tidlegare. Men kan kursen gå til 30 i løpet av 2023, er eg sannsynligvis klar for å selja. Men kanskje bør eg venta og håpa på at børsverdien er 30 mrrd i løpet av 2024? Det vil vera ei fantastisk utvikling for meg. 300 mrd. høyrest hinsides ut, sjølv om det er 10 år fram i tid.

Samme her. Vi får nøye oss med utgang på 30-40 i løpet av kommende år.

Jeg mener at vi befinner oss i en veldig spesiell tidsperiode for menneskehetens historie. Ikke kun fordi vi lever her og nå, men fordi vi er på vei fra fossilt energi til fornybar energi, som er en steg videre i den menneskelige evolusjonen. Biden, eller Sleepy Joe, som han også er kjent for å være, har gjort flere feil. Demokratene har gjort enda flere feil. Frustrerende? Ja, men det forandrer ikke hvor vi er på vei til. Fornybart og grønt.

Tidligere var miljø og klima årsaken til at overgangen til fornybart burde ha blitt prioritert. Nå handler det om nasjonal sikkerhet og interesse derimot. Hele krigen i Ukraina viser hvor risikabelt det er å være avhengige av stater som egentlig ikke deler de samme verdiene og som er upålitelige. Fornybart løser det, fordi det blir selvforsynt når man først har bygd fundamentet og bæreklossene for det. Faktisk så er min ærlige mening at dette kan skape til enda mer fred i fremtiden, fordi vi ikke lenger må krangle over begrenset med ressurser. Vi har ubegrenset med energi å benytte oss av - uten å skade planeten eller hverandre. Vi har intelligens og teknologien til å ta skrittet videre.

Se på det fra et langsiktig perspektiv. Om det er litt krangel mellom politikerne, eller det tar noen måneder ekstra spiller ingen rolle. Om det er republikanerne som står bak, demokratene som står bak, eller bipartisan samarbeid mellom dem spiller ingen rolle. Fornybart er nøkkelen.

Vi er eiere av et selskap som sitter med teknologi, ferdigstilte fabrikker, patenter, kunnskap opparbeidet over 30 år, mest miljøvennlige på verdensbasis osv. Kan fortsette i all evighet her. Kort sagt så kan REC levere til hele batteri og solar industrien som vil utvikle seg. Tore Torvund sa det tidligere;

Flytt vegg til vegg med oss eller inngå samarbeid med Kina.

Vi ser at både G14 og Sila Nanotechnologies investerer milliarder av kroner for å bygge fabrikker, bokstavlig talt rett ved siden av REC. De er finansiert av og har blant annet Porsche og Mercedes bak seg. REC har en intensjonsavtale med G14 fra før av, samtidig som de har hatt pilot med Sila, som blant annet ble brukt for Sila til å bevise proof of concept til markedet ovenfor deres produkt og hente emisjon fra markedet. Hanwha har sagt rett ut at de kjøpte REC for å sikre tilgangen deres og vi vet at Qcells ekspanderer, som også er eid av Hanwha, som henter en ytterligere kunde for REC for å forsvare gjenåpningen.

Ting går akkurat som de skal. På både makro og mikro fronten. Om kursen er på 20-tallet fremfor 15-tallet er selvfølgelig hyggeligere for psyken, men det forandrer ingenting. Reisen REC er på vei til kan være historisk. Et marked som de aldri har operert med tidligere. Forutsetningen tidligere aksjonærer kunne drømme om. Akkurat nå fokuserer jeg kun på Moses Lake gjenåpningen, men de som kjenner til meg vet at jeg alltid har vært investert for noe mer enn Moses Lake.

For meg er hele EU og USA en potensiell kunde. Etterspørselen. Den kommer til å bli så stor. Det er snakk om industri skifte over de neste årene. Dette vil pågå i flere tiår. Kapasiteten til REC er ingenting, selv med ML gjenåpnet og i full guffe i forhold til behovet som vil være tilstede. Med teknologien og patentene, sterke storeiere som Hanwha som har kapital til å ta steget videre så kan REC faktisk "Sieze the moment", som de sier på engelsk. Det er så store muligheter her.

Jeg vet ingenting om aksjekurs, men jeg vet at dette er en reise jeg vil være med på. Gleder meg til opp og nedturene sammen med dere. Jeg tror at tålmodigheten vil bli belønnet, men det fantastiske med REC er at dette er en reise alle kan være med på. For både gjenåpning av ML eller flere år frem i tid. Lønner seg å være investert i solide selskaper med et sterkt fundament, uavhengig om man har et 1 års perspektiv eller 5 års perspektiv.

Blue sky scenario er det som utspiller seg her, spør du meg.

God natt :)

Jeg hadde kanskje håpet på at det nye styret ville møtes denne uka i forkant av Q1 for godkjenning av rapporten (og for å møtes), og at vi derfor kanskje ville få en melding om ML-åpning denne uka i forbindelse med styrevedtak. Noen synspunkter på sannsynligheten for det?

Jeg trur jaggu jeg må kjøpe litt mer allerede i morgen den dag. Dette kan ikke bli feil !

Takk Yngling ØH. Disse innleggene du postet nå er så bull at det nesten er helt tullete! Skal love deg tre ting. 1. Polysilicon til disse prosjektene kommer ikke fra Kina. 2. Her får Biden og US noe å tenke på. De kommer til å steppe opp. 3. Rec er en aksje man skal ha i porteføljen de kommende årene

Blue sky scenario utspiller seg rett foran oss - her og nå,

Fredag vet vi mer / og så kommer det nok meldinger når Group 14 og Sila Nano skal signere//

Kursmål 2022: et sted mellom 50-90 kroner

Den som selger nå, skal stå!

Kortsiktige spekulanter med skyhøye forventninger til børsens mest volatile aksje er en skummel kombo.

Hvem trykkede på Donalds “Replay” knap?🙄🙄

Tak for god læsning Uchi, og Hr. ØH (:

1000 kroners spørsmålet er jo: Venter Hanwha til SEMA er vedtatt. Hvor konsekvente er de ?, da vanligvis info. om Hanwha og USA inneholder dette ordet.

Fra Nordnet idag:
"Bidens hint om mulig reversering av Trump-toll på kinesiske varer var ikke nok til å sende børsene i Asia opp tirsdag. Bankaksjene, med JPMorgan i spissen, ledet an på Wall Street."

Dette kan kanskje løfte Rec idag?

Husker rec har meldt at de ble kontaktet av kunder i kina som vurderte muligheten for å handle tross toll.

Hvis tollen reverseres så snakker vi børsrakett på kort tid tror jeg...

Det hadde vært moro, for det virker som det drøyer med US supply chain for solar inntil videre.

Tror det er bedre at de konsentrerer seg om kundene vegg i vegg, og får meldt noen avtaler der. Kina er og blir problematisk uansett...og det er vel til det gode for Recsi i det lange løp.

De har jo ikke kommet med en eneste børsmelding til nå...på tross av ALT som skjer rundt dem. Enten så er det massiv kursdrivende info på gang...ellers så er ikke HS ferdig kjøpt enda :)

Joda, men det gjør jo ingenting at det er stor interesse for produktene til Rec :-)

Jep i får lige denne delt igen

Solar’s next steps: Qcells CEO Justin Lee talks TOPCon as a ‘stepping stone’, targeted capacity expansions and R&D leadership
https://www.pv-tech.org/solars-next-steps-qcells-ceo-justin-lee-talks-topcon-as-a-stepping-stone-targeted-capacity-expansions-and-rd-leadership/
MAY 19, 2022
(Alternativt: https://pastebin.com/bn0cf9Zv)
“..
But direct subsidies or incentives were absent from the European Commission’s plan, and Qcells’ Lee is forthright in his opinion that they are necessary to narrow the gap in terms of cost with manufacturers in China.

“This industry clearly needs some kind of incentive or subsidy,” Lee says, adding that other policy levers lawmakers have mentioned, such as carbon footprint requirements on imports, while helpful, are “not good enough”.

In the absence of any specific policy, Lee says that critical to Europe’s hopes of competing with Chinese solar manufacturers is the establishment of a fully integrated supply chain, where module makers can source all they need domestically, rather than remaining reliant on imports further up the value chain.

It is easy now to draw a parallel between Europe and the US, the latter’s president Joe Biden having included the Solar Energy Manufacturing for America (SEMA) act in his Build Back Better policy agenda. That bill has proposed a series of tax incentives, rewarding manufacturers of polysilicon, ingots, wafers, cells and modules for establishing manufacturing facilities on US soil.

Lee insists that Qcells’ US manufacturing expansion is not directly linked to the SEMA, or indeed any other trade issues impacting module supply to the US, but instead a market dynamic that is driving interest in ‘Made in America’ panels. But, Lee says, should the SEMA pass then Qcells would revisit the situation.

“From the cost perspective [outlined in Senator Jon Ossoff’s SEMA proposal], we are satisfied. If that policy support is in place, we may consider it,” he says.
..”

Der er vi 100% enige :)

Altså, her står det svart på hvitt, at Qcells skal bygge ut supply chain uten SEMA.

Men hvorfor venter de da med å annonsere ingot-wafer-jumpstart ML? :P :P

Skal vedde på at de har en god grunn....som er lett å forstå....når vi vet hva det er :) :) Men inntil videre er det litt "mystifistisk" :)

Det begynner å bli noe trangt i Hatten til RECSI da det nå synes å være maaaange kaniner som skal dras opp. Det vil være vanskelig for RECSI å ikke komme med noe konkret info på Q1 - det vil garantert komme spørsmål både om det ene og det andre. Men de behøver vel ikke å informere om noe så lenge ikke noe er formelt. (Les avtaler signert og blekket tørket). Bare 3 dager til nå så håper jeg vi får litt avklaring om ikke annet. I allefall dato og kl. for oppstart ML.
Skal HS jumpstarte ML så kan de ikke vente lenger, da vil fort utolmodigheten og usikkerheten i markedet slå inn.... We'll see!!! :)

Dette blir jo bare spekulasjoner, men av en eller grunn ser jeg for meg et ras av info snart så ‘alt’ ligger på bordet, etterfulgt av at HS kjøper seg opp i det åpne markedet (ev tar noen biter av en av de andre ‘større’ aksjonærene), etterfulgt av at det gis bud på de øvrige aksjene. En slik manøver kan de jo ikke få gjort nå fordi de sitter på alt for mye innsideinformasjon. Men det er spekulativt selvfølgelig. Og kursdrivende 😏

På tide med litt volum igjen. Den kryper nedover på småvolum og eksploderer på høyt, helt etter boka.
I tillegg er det rød dag på ose idag som er bull :-)

Blir spennende å se om aksjen går sidelengs, faller er stiger i løpet av neste uke. .. Aksjen bør ha støtte i underkant av 17 kroner og motstand rundt 20 kroner.

Har du hørt historien om "Vilter som ropte sol!" ? :)

Jada, dette blir gøy, men den som solgte i går kan fremdeles finne nye kroker (kurser) å gjemme seg i :P

Gleder meg til neste melding.

Ser ut som god støtte på 19.-

Hva vil skje med batteri produksjonen world wide når man lykkes med å benytte Silan anoder. Markedet vil vel fort snu seg rundt og «alle skal ha». Mao større behov enn først anslått. Den som lever får se🤠

Nei, dette er feil - og nok et eksempel på tendensiøs og misvisende hausing. ... Riskoen er RECSI er meget høy - da det er en av de mest volatile aksjene på hovedindeksen. Det er ikke uvanlig at aksjen svinger 10% og mer intradag - og på månedsbasis kan den svinge med over 40%. .... Mange har nå svært høye- og urealistiske forventninger som fort kan ende med et "mageplask" - og et betydelig kursfall.

Er du hjerneskadet?

Alle her inne ser hva du holder på med..

Jeg forholder meg kun til faktum - og det oppfordrer jeg flere med et velfungerende hode til å gjøre.

At aksjen svinger opp og ned samt er volatil forandrer ikke noe på det som skjer fundamentalt. Vi har en tradingtråd om du vil diskutere opp og ned bevegelser på kursen.

Noe av ML potensialet er nok priset inn i aksjen, men ikke mye. Jeg kan ikke se hvordan Butte skulle forsvart dagens kurs med den inntjeningen som er der. Likevel, det er veldig, veldig mye i ML som ikke er priset inn. Så risiko er det jo, men det ser da ut til at ML skal åpne. Ellers hadde vel ikke Hanwha kastet 3 milliarder nesten, på borde.