Iflg kursen så er der ikke så mange lastebiler og tog klar for henting. Er vel heller mange som er usikre på om det blir levering nå.

Har du hørt om ASP? Det er han som er igang igjen og har vært det en liten stund allerede. Sånne svin burde aldri hatt tilgang til aksjekjøp/salg.

Nå må du holde opp med dette tullet. Hvor gammel er du? Er jo direkte pinlig og du fremstår jo mildt sagt enfoldig.

Og hvem skulle det så være .
Hvem er usikker, når recsi har sagt kvalitet er godkendt, produktionen er igang og de vil leverer medio oktober, altså inden for 14 dage.
Glæder mig til første leverance så forsvinder alle dem der snakker og snakker om alverdens ulykker.
RECSI er på vej til et industri eventyr, som ikke er set i norge før.

Uh - hvis fossil energi-pris ryger til himlen vil udbygning med renewables bare accelerere endnu mere.
UK har slukket sit sidste kulkraftværk:
https://vejr.tv2.dk/2024-10-02-storbritannien-lukker-sit-sidste-kulkraftvaerk

UK er en af de mest fremmelige nationer på Havvind og har udbygget i årevis. Næsten gratis energi når de er opstillet og tilmed ren energi. Hau hau.
Der skal pålægges mye mye mere straf-told til at rense op på fossil energi afbrænding - dem der forurener må betale for oprydning, så det kan blive fair konkurrence imod renewables. Enhver idiot er jo villig til at erkende at vi har et kjæmpe problem med OS i denne verden. Storbyerne står i tyk tyk tåge.

Blir spennende å se om den bryter kraftig ned den siste halvtimen. Den gjør ofte det. Kanskje ser vi minus ti prosent i dag også?

Nå må du kutte ut dette tullet ditt. Er du virkelig så dum eller er du bare uten tilsyn?

TESLA KOMMER MED SILICON-ANODE !!
Nå tar det av :

————

Tesla working on four dry cathode 4680 battery variants: The Information



The “NC30” and “NC50” dry cathode batteries will reportedly introduce silicon carbon into the anodes, which can hold more lithium than conventional anodes. Tesla will reportedly use the “NC30” for vehicles like the Cybertruck and an all-electric sedan, while the “NC50” would reportedly be used for vehicles that are focused on performance, such as the next-generation Tesla Roadster.

https://www.teslarati.com/tesla-four-new-dry-cathode-4680-battery-variants-the-information/

Ville være fantastisk hvis de skal til at leverer til Tesla.
Megafactory er en af de største batterifabrikker i Nordamerika.
Den kan producere 10.000 Megapack-enheder om året - svarende til 40 GWh ren energilagring.
Hvis toldmur bliver større, er der kun RECSI der kan leverer til Tesla, de vil som alle andre gerne kunne sige
Made in USA
Kan RECSI skalerer fabrikken lidt op, kan de leverer omgående..
Me nu har RECSI nok at se til, fuld produktion går til Hanwha, og Silan gas produceres der mere og mere af.
Ikke så sært at vi fik pæn stigning i fredags, der sker så meget i nærmeste fremtid

Fikk ikke «pæn stigning» i går…Men kanskje alle dansker fikk?

Skjønner ikke helt hvor all den polysilisiumen skal produseres, må jo bli for lite produksjon i forhold til behovet ????

He He - ja der bliver mango på poly. Recsi kan skalere lidt op uden større capex. Men større vækst skal det nok blive til også. Vi går ind i halvleder og batteri tiden. Elektrificering og digitalisering af ALT….

Neste uke 12-13

Det var trangt ut døren på fredagen. Blir ikke overrasket om trenden nedover fortsetter til uken, og flere rømmer skuten på mandagen.

🤡

FunHouseComp har nå solgt og skal inn igjen

:)))))

Dette er vel første uken som kan sies å være mid-October så at det skal så mange ut av aksjen nå kan jeg ikke skjønne. Er vel mere snakk om at nå MÅ man være inne før melding om første levering i boks!

https://nypost.com/2024/10/04/us-news/kamala-harris-boosted-solar-firm-linked-to-chinese-slave-labor-with-nearly-2b-in-handouts-to-set-up-georgia-plant/

New Yourk post må være republikansk :-)
De har ikke fået med sig at med recsi så er hele værdikæden genskabt - Qcells/Hanwha - kan præsentere - "made in USA" når leverancerne flyder fra RECSI...

RECSI kommer til at køre o døgndrift, nu de skal overtage produktionen fra kinesiske og andre fabrikker.
Derud er det super at Tesla er stor kunde hos Hanwha, kan betyde endnu mere salg af silan gas til TESLA.
Ren WIN-WIN for os aktionærer.
Kan det betyde udbytte allerede fra 2026-2027, ok at starte med 2 nkr pr år pr aktie.
Milliard salg og tilskud kan kun give kæmpe overskud

Caching ! ! !
At RECSI ikke er sprættet til 20 NOK kan vi vel takke Norske medier og shorts for.
Håber vi kan få RECSI på billigsalg i start Januar når årets bonus-check fra jobbet er udbetalt....

Jeg tror vi er over kurs 20 inden udgangen af oktober.
Husk på den første leverance sker inden for den næste uge.
Derudover tror jeg at TESLA laver storaftale med RECSI, de kommer til at mangle Silan gas, og RECSI er eneste mulighed i mange år frem.
RECSI sidder som leverandør midt i orkanens øje.
Små handler og små short benytter disse minutter, da Nets er nede i dk, og man kan ikke handle eller komme på banken.
Håber du får evt. lånt penge til køb af billige recsi aktier, i oktober.
Alle ved kursen er helt hen i vejret.
Frygter lidt at Hanwha kunne finde på at lave en aftale med de største aktionærer om en overtagelse.
I den avis artikel der lige har været her, siger de at Hanwha ejer RECSI, det er jo ikke rigtigt , de er aktionærer som os andre.
Er ligeglad med kurs 20 , vil have kurs 50 -100 måske endda mere,
for indtjening fra 2025 og værdier er der.
2025 Bliver det bedste år for RECSI nogensinde,
bliver kun slået af 2026 og fremad.

At du ikke kan holde om med det samme gjentagende tøvet, det er utrolig lite givende og alle vet at det er babbel og vas.

Du har ret
kursen skal nok komme op.
I næste regnskab må værdien af fabrikken komme frem..
Da Hanwha betale kurs 20, var det røver køb,
nu er fabrikken optimeret og står som en ny moderne fabrik,
og den anden fabrik er nu en overskuds fabrik
Kan kun give store overskud i fremtiden

Enig med deg Tico,bare repeterende svada fra Kvike.

Repeterende ja, , men også fakta.

Der var det en som gjorde en stor kjøp

Opp 44 % siste mnd, virker som det er etablert positiv trend i aksjen

Om det blir levering i løpet av måneden vil denne gå mye mer enn 44% tror nå jeg.

Tror REC skal pumpes litt opp før melding som med høy sansynlighet kommer denne uken. bra trade å kjøpe nå om den skal løftes i 11-12 kr

Lasta litt på 9,17, tror også den skal opp nå mot melding

vigtige budskaber kan ikke gentages nok, ser ud til mange ikke har forstået at der er værdier i RECSI
til langt over kurs 50 hvis fabrikker skulle bygges idag.
Derud over værdier i aftaler der vil genererer et overskud på over 500 mill om året..
Er Carrera short :-)

Alle vet nå att de sitter med operative fabrikker med en etableringskost på ca. 30 milliarder, som begynner å tjene penger nå.
Merkelig prising av dette selskapet.
De har også monopol i vesten og det kommer sansynlighvis en konkurrent om 4-5 år, som har liten kapasitet
???
Overskudd fra disse kan fort beløpe seg til dagens prising av selskapet.

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.

——

THE CASE: TRANSITIONING TO A BATTERY PLAY COULD IMPLY 5 X 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.

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?_=1

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. This is mindboggling numbers. Looking at the 1.3 mill mt this is 26x world

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. 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.

Takker for fin oppdatering.

Må prøve å få akkumulert litt mer, må vist opp på 9,20 nå.

Godt at få opsummeret hvad der er ved at ske,
hvor længe kan kursen holdes nede, som jeg har sagt længe kurs 100 er ikke urealistisk, når først produktionen er igang.

Sammenlignet med nogle af de brintsager, jeg har set på det seneste, og de ekstremt høje værdiansættelser på op til 50x omsætning og mere, er REC en god handel til 18 nok, der handles til 6x EBITDA.

Når først markedet begynder at forstå batteripotentialet, og selskabet afslører flere detaljer om sine ambitioner, vil denne aktie sandsynligvis reducere meget af det fremtidige potentiale og se NOK 50-100 pr. aktie.

Høstferie i dag og kjeder deg?