NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS DECEMBER 2019 BILLINGS

MILPITAS, Calif. — January 23, 2020 — North America-based manufacturers of semiconductor equipment posted $2.49 billion in billings worldwide in December 2019 (three-month average basis), according to the December Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 17.5 percent higher than the final November 2019 level of $2.12 billion, and is 17.8 percent higher than the December 2018 billings level of $2.11 billion.

“Monthly billings of North American equipment manufacturers reached a level not seen since June 2018,“ said Ajit Manocha, president and CEO of SEMI. “The December surge in equipment billings reaffirms the strength of leading-edge logic and foundry investments.”

https://www.semi.org/en/en/news-resources/press/december-billings

COVID-19: Economic and Microelectronics Industry Impacts – Insights from McKinsey & Company

MILPITAS, Calif. — April 7, 2020 — For five days in the latter half of March, the pall of the heavy human and economic toll COVID-19 has exacted in China appeared to be lifting. The epicenter of Wuhan reported no new coronavirus infections through domestic transmission. And in an initial step to loosen its nationwide lockdown, China began reversing restrictions on travel within its borders.

Now, in another sign of progress, the region’s idled factory workforce is preparing to return to the production lines. Outside of Hubei province, home to Wuhan, most manufacturing workers are expected to be back on the job by the end of this month, with the proportion of manufacturing employees returning to work in Hubei cities except Wuhan reaching 70 percent by then, said Didier Chenneveau, Partner, Supply Chain Practice, McKinsey & Company, in a late-March webinar presented by the business consultancy and SEMI.

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McKinsey is also “seeing evidence of a rebound in demand led by China’s online sales” as rising consumer confidence and a surge in the popularity of work-from-home policies spur strong spending on laptop computers, Chenneveau said.

The turnaround stands in stark contrast to the unprecedented drop in demand McKinsey saw across retail and durable goods in China early in the year. Over the first two months, passenger car sales plunged 90 percent, smart phone receipts 40 percent and retail sales 21 percent, leading to what Chenneveau calls a whiplash effect that could disrupt supply chains as manufacturers and shipping companies scramble to meet pent-up demand once a recovery takes hold.

As the outlook for China’s factories and suppliers brightens, concerns are shifting to the ripple effect of its deep manufacturing pullback on demand for goods in the United States and Europe. Sharp disruptions to global supply chains caused by labor shortages and knotty logistics challenges have also become worrisome. And while China is buoyed by the prospect of normalizing its workforce and manufacturing capabilities, parts shortages are bottlenecking production. In the United States and Europe, where 60 percent of air freight is carried in cargo holds of passenger aircraft, logistics concerns loom large with the widespread flight groundings.

“Logistics must be a priority in any crisis war room because it’s a big challenge,” Chenneveau said.

Asia Semiconductor Supply Chain Impacts

In Asia, the semiconductor supply chain is working to overcome intractable challenges caused by COVID-19 including sourcing raw materials for chip manufacturing and maintaining assembly and test operations, Mark Patel, Sr. Partner & Semiconductor Practice Lead, McKinsey & Company, said at the webinar. Those problems cascade to foundries and IDMs even as they confront the compounding issue of a shortage of fab operators and engineers. Downstream, the inability to package, test and qualify products risks exacerbating the supply constraints.

Patel said another acute challenge is that most semiconductor manufacturers and suppliers are operating under restricted practices, making it harder to sustain engineering activities vital to new product introductions, new process development and capital equipment expansion. In the longer term, the supply chain fallout hold implications for product life cycles and investments in capacity and next-generation technology – factors that analysts will need to monitor in evaluating the economic impact.

Returning Workers Key to Economic Recovery

Issuing shelter-in-place orders have been an effective antidote to the spread of COVID-19 but a double-edged sword as nations worldwide sustain the economic blowback. Discretionary consumer spending on items such as automobiles has dropped by 45 percent globally so far this year, business investment has fallen and trade has seen a sharp slowdown, said Sven Smit, Chairman and Director at the McKinsey Global Institute, speaking at the webinar.

A lockdown for as little as a month can slash aggregate global GDP by as much as 10 percent, a scenario McKinsey expects to play out in the second quarter of 2020. The drop would be the deepest since World War II and larger than the plunge in the first quarter of the Great Depression, raising the question of how long governments can afford to keep workers holed up at home.

“The economic shock is unprecedented,” Smit said. “We’ve never sent people home to not work. Even in World War II, next to the front lines, people were harvesting food.”

China offers a potential blueprint for economic recovery. McKinsey estimates that China’s rigorous containment efforts could help its economy bounce back in as little as six months – a V-shaped rebound. Western nations generally have not been as forceful with their containment measures. For them, the fight against the pathogen could be prolonged, deepening the economic damage.

Yet even with the best protective lockdowns, a new challenge arises: The longer shelter-in-place orders remain in effect to contain the spread of the virus, the longer the economic impact drags on. “Until the path to return to work becomes clearer, people will not be confident to spend,” Smit said.

Confronted with that reality, governments worldwide must strike the delicate balance between safeguarding the lives of people – critical forces of economic growth through consumer spending – and limiting the economic shock. The faster the virus can be brought to heel, the softer the impact to economies around the world. And the stronger the return-to-work protocols in place once COVID-19 has been brought under control, the faster workers can get back to their jobs. Smit believes resolving both issues simultaneously is not only possible but necessary for a return to normalcy.

“That’s the imperative of our time,” he said.



For McKinsey’s latest insights on the coronavirus pandemic, visit its website, which is updated daily.

For the latest COVID-19 information and SEMI event updates SEMI is providing members, visit Coronavirus Resources.

This story was originally published as a SEMI blog.

sitter long i REC og har vært med siden 10 des,2019...har vært endel opp og nedturer siden da....tidligere oppturer har det vært mye skriverier ifra flere kunnskapsrike her inne, noe som tydelig har drevet aksjen noe......men hva er det nå som gjør at REC igjen skyter fart ? Er det noen som vet ????

Gradual Rebound or Slight Dip – Two Scenarios for COVID-19 Impact to 2020 Global Silicon Wafer Market Sales, SEMI Reports

MILPITAS, Calif. – April 14, 2020 – Global silicon wafer market sales could dip if uncertainty surrounding the impact of COVID-19 to the semiconductor industry persists or climb on the strength of rebounding chip sales, SEMI said today in new quarterly report that lays out two wafer market scenarios for the second half of 2020.

Image result for semi logo
With the world continuing to combat the novel coronavirus, SEMI expects a drop in silicon wafer sales in the second half of 2020 with possible ripple effects on price negotiations in 2021. SEMI described the likely outcome in the new Silicon Wafer Market Monitor, which tracks wafer shipment dynamics including wafer shipments, supply and demand shifts, suppliers’ dynamics, and pricing trends and forecasts.
The question, however, remains whether the uncertainty sowed by COVID-19 will lead to the decline in silicon wafer demand or if the heavy impact will be confined to a few months. To hedge their bets, chipmakers in the second quarter of 2020 are expected to increase silicon wafer orders to build up safety stock to meet future demand, a move that should soften the impact on sales for the quarter.

If the pandemic erodes semiconductor demand well into the second half of 2020, silicon wafer shipments growth could continue through the second quarter before dipping in the third quarter. In this downbeat scenario, 300mm silicon wafer shipments in 2020 would be flat or see a slight decline despite a sizable second quarter jump, and 200mm and 150mm shipments would drop by 5 percent and 13 percent, respectively.

But if a robust industry recovery begins in the second half of 2020, the second quarter inventory buildup will help drive silicon wafer shipment growth. That uptrend will continue through the rest of 2020 as expectations rise that pent-up demand will drive a chip industry rebound.

The COVID-19 outbreak earlier this year extended a decline in total silicon wafer area that began after their October 2018 peak. Last year overall wafer shipments dropped 6.9 percent compared to 2018 after managing just 0.4 percent growth from 2017 to 2019. The 2019 declines in both silicon wafer shipments and revenue had given way to optimism for 2020 with rising expectations for normalizing inventory levels, memory market improvements, data center market growth and the 5G market takeoff.



About SEMI

SEMI® connects more than 2,100 member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the innovations in materials, design, equipment, software, devices, and services that enable smarter, faster, more powerful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA) and the MEMS & Sensors Industry Group (MSIG) are SEMI Strategic Association Partners, defined communities within SEMI focused on specific technologies. Visit www.semi.org to learn more, contact one of our worldwide offices, and connect with SEMI on LinkedIn and Twitter.



Association Contact

Michael Hall/SEMI

Phone: 1.408.943.7988

Email: mhall@semi.org

Bra!

North American Semiconductor Equipment Industry Posts March 2020 Billings

MILPITAS, Calif. — April 23, 2020 — North America-based manufacturers of semiconductor equipment posted $2.21 billion in billings worldwide in March 2020 (three-month average basis), according to the March Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 6.8 percent lower than the final February 2020 level of $2.37 billion, and is 20.1 percent higher than the March 2019 billings level of $1.84 billion.

“While March monthly billings of North America-based semiconductor equipment manufacturers are starting to reflect a challenging market environment, the year-over-year increase indicates companies across the semiconductor manufacturing supply chain thus far are effectively maintaining continuous operations despite COVID-19 headwinds,” said Ajit Manocha, SEMI president and CEO.

For an overview of available SEMI market data, please visit www.semi.org/en/MarketInfo.

Global Silicon Wafer Area Shipments Edge Up in First Quarter 2020 Despite COVID-19 Headwinds

MILPITAS, Calif. — May 4, 2020 — Worldwide silicon wafer area shipments rose 2.7 percent to 2,920 million square inches in the first quarter of 2020, compared with fourth-quarter 2019 shipments of 2,844 million square inches, but dropped 4.3 percent year-over-year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.

"Global silicon wafer shipments rebounded slightly in the first quarter of 2020 after declining for one year,” said Neil Weaver, chairman SEMI SMG and vice president, Product Development and Applications Engineering at Shin Etsu Handotai America. “However, with the disruptions caused by the coronavirus, market uncertainty will prevail in the upcoming quarters.”

https://www.prnewswire.com/news-releases/global-silicon-wafer-area-shipments-edge-up-in-first-quarter-2020-despite-covid-19-headwinds-301049931.html

Husk at det idag puttes elektronikk i alt. Klokker, biler, hvitevarer, ovner. Alt skal styres, alt skal vises på display. TV-skjermer blir større.
Alle næringsbygg er proppet med elektronikk og sensorer, smarthjem og google home er også utbredt på privatmarkedet.

Både private og offentlige/kommersielle bygg bytter fra halogen-lyskilder til LED og får solceller. Greit nok at LED ikke blir produsert av silisium, men det er mye underliggende elektronikk (kontrollere, gateways, sensorer og kommunikasjonsgrensesnitt) i bakgrunnen som styrer dette.

Det sies at Corona har sørget for at verden ligger flere år frem i tid i Digitalisering enn vi skulle ha vært, på grunn av den virtuelle hverdagen. Det er mange vekstområder for elektronikk de neste tiårene. Og hvilket råstoff er det mye av i elektronikk?

North American Semiconductor Equipment Industry Posts April 2020 Billings

MILPITAS, Calif. — May 21, 2020 — North America-based manufacturers of semiconductor equipment posted $2.26 billion in billings worldwide in April 2020 (three-month average basis), according to the April Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 2.2 percent higher than the final March 2020 level of $2.21 billion, and is 17.2 percent higher than the April 2019 billings level of $1.93 billion.

"April billings of North America-based semiconductor equipment manufacturers reflect healthy equipment demand,” said Ajit Manocha, SEMI president and CEO. “The industry is performing well under extraordinary conditions, though uncertainty persists due to COVID-19 concerns and rising geopolitical tensions.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.

https://www.semi.org/en/news-resources/press/april-2020-north-america-billings-report

North American Semiconductor Equipment Industry Posts May 2020 Billings

MILPITAS, Calif. — June 18, 2020 — North America-based manufacturers of semiconductor equipment posted $2.35 billion in billings worldwide in May 2020 (three-month average basis), according to the May Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 2.9 percent higher than the final April 2020 level of $2.28 billion, and is 13.1 percent higher than the May 2019 billings level of $2.07 billion.

"Despite COVID-19 headwinds and limited visibility to near-term macroeconomic conditions, May billings of North America-based semiconductor equipment manufacturers continue to demonstrate the semiconductor industry’s long-term resiliency,” said Ajit Manocha, SEMI president and CEO.

https://www.semi.org/en/news-resources/press/may-2020-north-america-billings-report

Second Quarter 2020 Silicon Wafer Shipments Up Over First-Quarter and Year-Ago Volumes

MILPITAS, Calif. — July 27, 2020 — Worldwide silicon wafer area shipments rose 8 percent to 3,152 million square inches in the second quarter of 2020 compared to the 2,920 million square inches shipped in the first quarter of the year and surpassed second quarter 2019 shipments by 6 percent, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

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"While the short-term outlook remains uncertain due to coronavirus and geopolitical challenges impacting the broader industry, global silicon wafer shipments accelerated in the second quarter,” said Neil Weaver, chairman SEMI SMG and vice president, Product Development and Applications Engineering at Shin Etsu Handotai America. “The strong first half of 2020 trended slightly higher than the first half of 2019.”

Second Quarter 2020 Global Semiconductor Equipment Billings Up 26% Year-Over-Year, SEMI Reports

https://www.prnewswire.com/news-releases/second-quarter-2020-global-semiconductor-equipment-billings-up-26-year-over-year-semi-reports-301124574.html

What Happened To Coal Is Happening To Oil. Shell To Cut 9,000 Jobs

September 30th, 2020 by Steve Hanley

Despite the best efforts of the puling potentate of Pennsylvania Avenue, coal has continued its steady decline as a source of power in the United States and around the world as the cost of renewable energy and grid scale storage continue to fall. Now the same slow slide into oblivion is beginning for oil as well. In an announcement this week, Royal Dutch Shell said it will cut up to 9,000 jobs — about 10% of its workforce — between now and the end of 2022 as it seeks to transition away from oil and toward renewable energy. About 1,500 of those jobs involve people who had already agreed to leave the company voluntarily.

“We have to be a simpler, more streamlined, more competitive organization that is more nimble and able to respond to customers,” CEO Ben van Beurden said in a statement. “Make no mistake: this is an extremely tough process. It is very painful to know that you will end up saying goodbye to quite a few good people,” he added. According to CNN, Shell expects the overhaul to save the company as much as $2.5 billion by 2022.

A precipitous drop in demand for oil and gas during the coronavirus pandemic is partially to blame for the transition. In June, the company took a $22 billion write down of its assets and significantly reduced its future oil price forecasts. It has also committed to achieving net zero carbon emissions from its own operations by 2050. [Note: that doesn’t mean net zero for the products it sells. It means net zero for the process of extracting petroleum and turning it into commercial products.]

Van Beurden said the company will still produce some oil and gas by 2050 but will “predominantly” sell low carbon electricity, low carbon biofuels and hydrogen by that date. “We have to be net zero in all our operations, which means major changes at refineries, chemicals sites, on-shore and offshore production facilities. But it also means that we have to change the type of products that we sell,” he added.

CNN reports the company will use its oil exploration and production business to generate cash that can be invested in lower carbon products. That’s pretty much what legacy automakers are doing as well — using the profits from selling gasoline and diesel powered vehicles to pay for the development of electric vehicles. The problem comes when startups like Tesla come along which have no legacy automobiles to sell, putting the old guard at risk of going out of business entirely.

Van Beurden says his company will no longer focus on how many barrels of oil or cubic feet of gas it produces and will shrink its refining business. “We will keep only what is strategically essential to us and integrate those refineries with our chemicals business, which we plan to grow.”

Plastics To The Rescue?
Before you think Shell is going all touchy feely in a green sort of way, consider this. Along with the rest of an industry that sees its time in the sun is over, it is planning a major increase in the production of plastics from petroleum to offset some of the lower demand for fuels. A report by the New York Times says oil companies are pushing US trade negotiators hafrto open Africa to more plastic bags and plastic trash. Kenya in particular has an almost complete ban on plastic bags the industry wants overturned.

“We anticipate that Kenya could serve in the future as a hub for supplying U.S. made chemicals and plastics to other markets in Africa through this trade agreement,” Ed Brzytwa, the director of international trade for the American Chemistry Council, wrote in an April 28 letter to the Office of the United States Trade Representative. That proposal would “inevitably mean more plastic and chemicals in the environment,” said Griffins Ochieng, executive director for the Centre for Environmental Justice and Development, a nonprofit group based in Nairobi that works on the problem of plastic waste in Kenya. “It’s shocking.”

With regard to Shell in particular, the New York Times piece points out it operates a 386 acre plastics plant outside Pittsburgh that is billed as a petrochemical hub in Appalachia. Such facilities turn natural gas derived from fracking into millions of plastic bottles, bags, fast food containers, drinking straws, and an assortment of other products made from the seemingly endless supply of cheap shale in America. Nationwide, almost 350 new chemical plants are in the works as part of Big Oil’s life or death bet on plastics as the road to their salvation.

A report by Carbon Tracker questions the “make more plastics” strategy. “The petrochemical industry already faces huge overcapacity, but is planning to spend a further $400 billion on 80 megatons of new capacity. Unless stopped, this will result in continued low prices and stranded assets,” it says.

As Vox points out, plastics have an enormous environmental impact which the industry currently pays nothing for. It’s one of those “untaxed externalities” economists are always talking about. Plastics have become a flash point for environmentalists in many nations and the corporate world is not quite so willing to embrace them now as it was a few years ago.

“Huge consumer product companies like Unilever are phasing out plastics And the public is turning against them,” Vox says. “If existing solutions are fully implemented, growth in plastics could fall to zero. And if that happens, then there is no remaining source of net oil demand growth and 2019 will almost certainly prove to be the year of peak fossil fuels.” Carbon Tracker says, “To have one sector planning on doubling its carbon footprint while the rest of the world plans to phase out emissions clearly makes no sense.” Then again, if things made sense, all industries would have to bear the cost of the waste products they create. Only in a deeply flawed economic system would avoiding those costs be condoned.

Carbon Tracker adds that the public and lawmakers are becoming more concerned and active on climate change, and “it is simply delusional for investors in the plastics sector to believe that the sector will be immune from attempts to resolve this issue.” All of which makes Shell’s protestations that it is going to reform itself into a lean green renewable energy machine seem more than a little suspect. An old dog may be able to learn new tricks but can a leopard really change its spots?

The Take Away
No one takes any pleasure from the prospect of job losses. They hurt local communities and are hard on the families involved. The issue is not to preserve jobs in dying industries but rather to help those affected transition to the good paying jobs of the future. No one proposes propping up wheelwrights, spokeshaves, and buggy whip makers, so why try keeping oil industry workers fully employed? The role of government is to protect its citizens in times of need and prepare for the future. Let’s get on with it.

https://cleantechnica.com/2020/09/30/what-happened-to-coal-is-happening-to-oil-shell-to-cut-9000-jobs/

Rec Silicon: Skatteetaten dropper sak
Silisiumprodusenten Rec Silicon opplyser i en børsmelding torsdag morgen, at norske skattemyndigheter har droppet sine undersøkelser mot selskapet.

Saken dreide seg i hovedsak om fradrag benyttet av selskapet mellom 2009 og 2011.

Selskapet har hittil ført over 50 millioner dollar som gjeld i forbindelse med kravet. At saken droppes vil gjenspeiles i regnskapet for tredje kvartal, ventet i slutten av oktober.

Hvordan går det med shorten din idag Nemi? 😂😂

Ultra Low-Carbon Solar Alliance officially launched today, october 8, 2020

Artikkel om mer fokus på CO2-avtrykk i hele verdikjeden ved produksjon av PV, REC er omtalt.

https://pv-magazine-usa.com/2020/10/08/not-all-solar-panels-are-created-equal-according-to-the-ultra-low-carbon-solar-alliance/

Vakkert👍takk!

https://www.solarpowerworldonline.com/2020/10/influential-solar-panel-players-launch-alliance-to-promote-their-low-carbon-products/

“Solar projects can reduce their embodied carbon by 50% by using ultra low-carbon solar panels available in the market today. France, South Korea and other countries are prioritizing ultra low-carbon solar panels in projects. Companies and policymakers in the U.S. can be doing the same.”

"For example, solar panels produced with polysilicon from China have twice the embodied carbon as panels made with materials from the United States or EU."

"U.S. companies are beginning to specify ultra low-carbon panels in their RFPs and demonstrate that they can significantly reduce the embodied carbon in these new energy systems without any impact on price competition"

“This technology is available today at market rates and can help companies and government cuts their projects’ carbon footprint by 50%,” added Parr. “It’s a win, win, win. It’s better for the environment, doesn’t come with a price premium, and can represent advanced manufacturing in the U.S. and EU.”

The Alliance’s founding members include:

Hemlock Semiconductor (silicon producer in Saginaw, Michigan; recently acquired DuPont silicon business)
First Solar (world’s largest CdTe thin-film panel producer; 1,900 MW production capacity in Perrysburg, Ohio)
NorSun (Norwegian silicon producer; new U.S. cell producer Violet Power is a customer)
Q CELLS (Korean crystalline silicon panel producer; 1,700 MW production capacity in Dalton, Georgia)
REC Silicon (Norwegian silicon producer; was once producing in Moses Lake, Washington)
Wacker (silicon producer in Charleston, Tennessee)

Kan ikke se for meg noen som kan produsere paneler med mindre CO2-avtrykk enn Violet Power og deres 50 år garanti, gitt at de får silisium fra REC ML tvers over veien med FBR teknologi som bruker 85 % mindre energi enn Siemens-metoden. Åpning av ML er kun et spørsmål om når.

Vakkert:)

Global Silicon Wafer Shipments on Track for 2020 Recovery and 2022 Record High, SEMI Reports

https://www.prnewswire.com/news-releases/global-silicon-wafer-shipments-on-track-for-2020-recovery-and-2022-record-high-semi-reports-301149172.html

Violet Power og Charley Gay om teknologien og oppstart:

https://www.solarpowerworldonline.com/2020/10/everything-we-know-about-the-newest-u-s-solar-panel-manufacturer-violet-power/

" Violet Power will first source its silicon wafers from NorSun, a manufacturer in Norway that also uses hydropower for electricity. Later receiving materials from the restarted ingot and wafer production at REC Silicon next door, Violet Power’s silicon solar cells will be sustainable and responsibly produced."

Charlie Gay i VP har nylig jobbet i det amerikanske energidepartementet og har forøvrig 45 år i bransjen. Og forstod at amerikanske myndigheter har patent rettigheter i Group 14 technologies.
Tør vi å konkludere med at det finnes noen sammenhenger her og at dette kan potensielt bli MEGA stort? REC Silicone i hjertet av ett amerikansk initiativ til å bli verdensledende innenfor sol og batteri teknologi?

Relevant for Butte:
NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS SEPTEMBER 2020 BILLINGS

Oct 22, 2020
MILPITAS, Calif. — October 22, 2020 — North America-based manufacturers of semiconductor equipment posted $2.75 billion in billings worldwide in September 2020 (three-month average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 3.6 percent higher than the final August 2020 level of 2.65 billion, and is 40.3 percent higher than the September 2019 billings level of $1.96 billion.

...

40,3 prosent høyere enn samme tid i fjor!!

...

Hele pressemeldingen: https://www.semi.org/en/news-media-press/semi-press-releases/sept-2020-north-america-billings-report

Blir spennende på torsdag 29.10👍

När matte man eie rec för a delta i rep EMI?

14. oktober

Det var da kjedelig. Jeg var tungt inne og ut den 13e og tungt inne fra 15e og fortsatt.

Kan ikke klage på at man ikke får deltatt i emmisjonen nå. Har jo hatt mulighet lenge nå til å kjøpe godt under den kursen

Leser mer og mer rundt USA og solenergi- denne skal kraftig opp fra nå av og de neste årene- virker i tillegg som om både Trump og Biden er "ferdig" med Kina

Blir spennende fremover!

Det som betyr noe er jo hvor kursen står den dagen vi kan benytte oss av tegningsretten. Ikke hvor mye en kjøper for nå. Er prisen 15 pr aksje, ja da Overtegner jeg det jeg klarer og håper på napp. Så kan en jo selge det en har av aksjer stående i rec til å finansiere emi aksjene.

Akkurat det jeg tenkte

Det er vanlig å droppe rep.emi når man har kunnet trade aksjen under emi pris på et visst volum. Ville ikke gått ut ifra at det blir rep emi, men står den i 15 så vil den jo bli fulltegnet såklart

Yo! Ikke at det ikke er interessant, men kan vi diskutere rep-emi på andre tråder? Denne er bare for nyheter. Takker og bukker 😉

Stemmer greit overens med Butte-regnskapet for Q3.

https://finance.yahoo.com/news/silicon-wafer-shipments-slip-third-150000796.html

Dette passer veldig bra med det Charlie Gay sa i podcasten, Takk Bob.

Rec er kommentert i børskommentaren i DN. Har ikke tilgang. "Buy the rumour, sell the fact". Hva var poenget ?

Positiv artikkel:
Børskommentar
«Buy the rumour, sell the fact» i Rec Silicon

«Nå kan man på det nærmeste utelukke at Kjell Inge Røkke og Aker plutselig dumper Rec Silicon-posten.

Silisiumprodusenten Rec Silicon faller over tre prosent på Oslo Børs fredag. Det er veldig merkelig gitt at Aker på torsdag bekreftet at aksjeposten på vel 20 prosent i Rec Silicon trolig vil bli endret fra finansiell til strategisk, og at aksjeposten i Rec trolig vil bli overført til fornybarsatsningen Aker Horizons.«

Osv. Artikkelen er bull.

Det er jo helt feil. REC ser veldig bra ut nå, Og det er jo som forventet.

Det står ikke hvem som er silisiumprodusenten her. Men det vi vet, er at i motsetning til silan, er pulver fint mulig å transportere. Og at REC Silicon før de stengte ML hadde mengder av pulver som biprodukt av FBR-prosessen.

Dette blir selvsagt ren spekulasjon, men det er jo for det meste det vi driver med her inne uansett. ;)

https://www.finnewsnetwork.com.au/CompanyReports/Altech-Chemicals/20201110/Altech-Chemicals-%7C%7C%7C-Collaboration-Agreement-with-leading-Silicon-Co