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Du er her: Forside > In the pit - Oslo Børs > REC -- bunnen nådd for oppkjøpskandidat?
REC -- bunnen nådd for oppkjøpskandidat?
la5yv
06.03.2015 12:57
#2072

Endre
REC ,- ny oppgang på vei ?
OldNick
24.03.2015 14:56
#16655

Endre
Morgan Stanley selger og kjøper REC-aksjer.

Men, det er noe som ikke stemmer med summene her, mangler det noen meldinger fra MS?

Uansett, MS er en stor aksjonær i REC, det er vi fornøyd med.

REC: Disclosure of shareholding

Børsmelding
23.03.2015

DISCLOSURE OF LARGE SHAREHOLDING IN REC SILICON ASA ("the Company") UNDER SECTION 4 OF THE SECURITIES TRADING ACT

This notification relates to the ordinary shares (the "shares") of the Company.

We hereby notify you that on 19th March 2015 Morgan Stanley & Co. International plc disposed of 37,631,871 shares of the Company. Following the disposal, Morgan Stanley & Co. International plc held a total interest in 0 shares, being approximately 0.00% of the issued share capital of the Company.

In addition and as at the same date, Morgan Stanley & Co. LLC held an interest of 63,348,614 shares, being approximately 2.74% of the issued share capital of
the Company and Morgan Stanley Smith Barney LLC held an interest of 5,000 shares, being approximately 0.00% of the issued share capital of the Company.

As a result Morgan Stanley held a total interest of 63,353,614 shares being approximately 2.74% of the issued share capital of the Company and therefore no longer holds a notifiable interest in the Company.

mer på link
______

REC: Disclosure of shareholding

Børsmelding
24.03.2015

DISCLOSURE OF LARGE SHAREHOLDING IN REC SILICON ASA ("the Company") UNDER SECTION 4 OF THE SECURITIES TRADING ACT

This notification relates to the ordinary shares (the "shares") of the Company.

We hereby notify you that on 20th March 2015 Morgan Stanley & Co. International plc acquired an interest in 32,500,780 shares of the company. Following the acquisition, Morgan Stanley & Co. International plc held a total interest in 126,705,486 shares, being approximately 5.48% of the issued share capital of the Company.

In addition and as at the same date, Morgan Stanley & Co. LLC held an interest of 63,350,291 shares, being approximately 2.74% of the issued share capital of the Company and Morgan Stanley Smith Barney LLC held an interest of 5,000 shares, being approximately 0.00% of the issued share capital of the Company.

As a result Morgan Stanley held a total interest of 190,060,777 shares being approximately 8.21% of the issued share capital of the Company, and now holds a notifiable interest in the Company.

mer på link
highlander
29.03.2015 15:53
#4136

Endre
Etter et aldri så lite fravær tar Myrseth REC inn i Dovreporteføljen igjen kommende uke. Begrunnelse:

"[...]Et annet marked hvor teknologiske gjennombrudd er i ferd med å gi en tilbudssiderevolusjon, er strømproduksjon. Strømprisen er høy i mange land, men vind- og solenergi begynner nå å bli lønnsomt uten subsidier stadig flere steder.

Fornybar energi-sektoren har hittil vært preget av konkurser og vært bransjen fra helvete for alle andre enn filantroper. Dette vil imidlertid endre seg radikalt i årene fremover.

I Dovre-porteføljen slipper vi inn REC Silicon denne uken, blant annet på grunn av et stadig lysere langsiktig bilde for solenergi."
highlander
19.04.2015 17:28
#4230

Endre
REC slett litt mot tampen av uken. I tillegg tar Stig Myrseth REC ut av Dovreporteføljen kommende uke.

Kan aksjen stå foran nok en test av 2,00 fra oversiden...?
OldNick
23.04.2015 17:41
#16763

Endre
Morgan Stanley melder at de selger mer REC-aksjen i dag.
Nå er de godt under flaggegrensen dersom de ønsker å selge mer.

REC: Notification of Significant Shareholding in REC Silicon ASA

Børsmelding
23.04.2015

We hereby notify you that on 22nd April 2015 Morgan Stanley & Co. International plc disposed of 63,224,207 shares of the company. Following the disposal, Morgan Stanley & Co. International plc held a total interest in 0 shares, being approximately 0.00% of the issued share capital of the Company.

In addition and as at the same date, Morgan Stanley & Co. LLC held an interest of 60,763,570 shares, being approximately 2.63% of the issued share capital of the Company and Morgan Stanley Smith Barney LLC held an interest of 5,000 shares, being approximately 0.00% of the issued share capital of the Company.

As a result Morgan Stanley held a total interest of 60,768,570 shares being approximately 2.63% of the issued share capital of the Company and therefore no longer holds a notifiable interest in the Company.

Morgan Stanley & Co. LLC is a direct holder and is a subsidiary of Morgan Stanley Domestic Holdings Inc. Morgan Stanley Domestic Holdings Inc. is an indirect holder and is a subsidiary of Morgan Stanley Capital Management LLC. Morgan Stanley Capital Management LLC is an indirect holder and is a subsidiary of the beneficial owner Morgan Stanley (parent company).

Morgan Stanley Smith Barney LLC is a direct holder and is a subsidiary of Morgan Stanley Smith Barney Holdings LLC. Morgan Stanley Smith Barney Holdings LLC is an indirect holder and is a subsidiary of Morgan Stanley Domestic Holdings Inc. Morgan Stanley Domestic Holdings Inc. is an indirect holder and is a subsidiary of Morgan Stanley Capital Management LLC. Morgan Stanley Capital Management LLC is an indirect holder and is a subsidiary of the beneficial owner Morgan Stanley (parent company).
OldNick
06.05.2015 09:40
#16788

Endre
REC Silicon kom med Q1-2015 rapport idag.

Relativt svake tall, men fremtiden vil bli lysere.

Enhetskostnaden ved FBR-anlegget fortsetter å synke, dette er en av de viktigste driverne for REC's mulighet for å vokse i dette beinharde markedet.

JV-prosjektet med Yulin ser ut til å utvikle seg dom planlagt.

Nå spørs det når overkapasiteten er "spist opp" av veksten i markedet?

REC: REC Silicon ASA's Q1-2015 results

Børsmelding
06.05.2015

Fornebu - REC Silicon ASA reported first quarter 2015 revenues of USD 74.4 million and EBITDA of USD 24.8 million.

REC Silicon reported first quarter revenues of USD 74.4 million, compared to USD 126.2 million in the previous quarter. The corresponding EBITDA during the first quarter was USD 24.8 million compared to USD 38.0 million in the previous quarter. The decrease in EBITDA can be attributed to lower sales volumes and lower prices.

Second quarter production remained strong with total polysilicon production near guidance provided. The company realized FBR cash production cost of $10.7/kg compared to guidance of $11.5/kg.

"Continued strong and efficient operations coupled with safety as a top priority allowed us to meet overall polysilicon and silicon gas targets for the quarter," commented Tore Torvund, CEO.

Weak overall market conditions, disruption caused by the West Coast port slowdown in the US, and high production volumes resulted in inventory growth. Market conditions exhibit signs of oversupply while it is anticipated that the market will return to balance in the second half of 2015.

The Yulin JV Board approved the investment decision for the Expansion initiative in China and construction activities will begin during the second quarter of 2015. Mr. Torvund said, "Activities in the Yulin JV are progressing according to plan. The realization of this next generation FBR polysilicon plant will support the increasing demand in China's growing PV industry."

Profit from continuing operations was USD 46.7 million in the first quarter, compared to USD 119.0 million in the previous quarter. The decrease is caused primarily by lower, but substantial, currency gains caused by a stronger US dollar compared to the prior quarter.

Basic and diluted EPS from total operations was USD 0.02 in the first quarter 2015, compared to USD 0.02 in the previous quarter.

For more information, please see the attached first quarter 2015 report.

For further information, please contact:
Chris Bowes, Investor Relations, REC Silicon ASA, Phone: +1 509 793 8127, Email: chris.bowes@recsilicon.com

Nils O. Kjerstad, IR Contact Europe, Phone: +47 9135 6659, Email: nils.kjerstad@crux.no

REC Silicon Q1-2015 Report (PDF)

REC Silicon Q1-2015 Presentation (PDF)
la5yv
06.05.2015 13:43
#2089

Endre
Idag er det sjelden lav kurs for REC,- nå er det kjøp.
OldNick
07.05.2015 09:02
#16790

Endre
Brutal korreksjon etter Q1-resultatene, REC er billig på 1.9 (obs. Enda billigere på 1.83!)

REC: REC Silicon ASA - Minutes from Annual General Meeting 2015

Børsmelding
07.05.2015

Fornebu/Oslo - The Annual General Meeting of the shareholders of REC Silicon ASA (REC Silicon) was held on May 6, 2015, at 16:00 CET.

The minutes from the Annual General Meeting recording the resolutions made are enclosed hereto and are also available on REC Silicon's website www.recsilicon.com.

961,315,747 shares was represented at the general meeting. This includes 144,787,966 shares represented by proxy. Thus, approximately 41.55 % of the Company's total share were represented at the Annual General Meeting

Further to the Notice of the Annual General Meeting issued on April 15, 2015, the Annual General Meeting approved, as follows from the minutes, all resolutions as proposed by the Board.

For further information, please contact:
Chris Bowes, Investor Relations, Phone: +1 509 793 8127, Email: chris.bowes@recsilicon.com

Nils O. Kjerstad, IR Contact Europe, Phone: +47 9135 6659, Email: nils.kjerstad@crux.no


REC Silicon Minutes from General Meeting 2015 (PDF)

REC Silicon: AGM 2015 presentation (PDF)

Endret 07.05.2015 09:02 av OldNick
la5yv
07.05.2015 10:20
#2090

Endre
Så rimlig nå at CEO Torvund i REC kjøper 100000 aksjer i sitt selskap
airtime74
08.05.2015 09:58
#5033

Endre
Hva er egentlig vitsen med disse kjøp og salg greiene som UMOE driver med ?
OldNick
08.05.2015 10:15
#16794

Endre
Det er nok kapitalmangel.

Umoe har hatt massive tap på mange av sine fornybarsatsinger, men han holder fast ved REC på tross av at han ikke kan ha noe gevinst ved dagens kurs på 1.90 (uten at jeg vet hans gj.snitt kjøpskurs).

Kona har overbevist ham om at han "må være med å redde verden" fra klimakatastrofe, og det koster som kjent. Håper hun ikke gjør ham til millionær før han går i graven (sikreste mten å bli millionær på er som kjent å starte som milliardær :-)

Det er dessverre mange som vet hvor dyre kvinnfolk kan være :-(

REC: Meldepliktig handel

Børsmelding
08.05.2015

Umoe AS har i dag solgt 18.531.491 aksjer i REC Silicon ASA (REC) til kurs NOK 1,818 per aksje og samtidig inngått en tilbakekjøpsavtale (terminavtale) på samme antall aksjer til kurs 1,8539 NOK. Samtidig har Umoe AS i dag videreført en tidligere inngått terminavtale om kjøp av 35.329.541 aksjer til kurs NOK 1,8539 per aksje. De nye leveringstidspunktene for aksjene er i begge tilfellene 5. november 2015.

Jens Ulltveit-Moe og nærstående parters direkte eierpost i selskapet utgjør etter dette 482.340.870 aksjer og indirekte 53.861.032 aksjer gjennom terminkontrakter, totalt tilsvarende 23,17 % av aksjekapitalen i selskapet.

Umoe AS kontrolleres av Jens Ulltveit-Moe, som også er styreleder i REC Silicon ASA.
airtime74
08.05.2015 10:32
#5034

Endre
hehehe....dårlig erfaringer med damer ?? :P

Jeg skjønner helt vitsen fortsatt. Ser han selger idag, men mulighet for å kjøpe de tilbake 5 november til samme pris. Har han ikke trua på att REC skal være høyere enn 1.89 den 5 november ?

Syns det er litt slitsomt og irriterende når en styreleder driver så mye fram og tilbake med aksjene sine :(
Profitt
12.05.2015 23:45
#14796

Endre
Morro med litt lotto-hvor mye over 2 før ned mot 1,60?
highlander
28.05.2015 21:08
#4432

Endre
Morgan Stanley har kvittet seg med en god del REC-aksjer:

28/05-2015 DISCLOSURE OF LARGE SHAREHOLDING

DISCLOSURE OF LARGE SHAREHOLDING IN REC SILICON ASA
("the Company") UNDER SECTION 4 OF THE SECURITIES
TRADING ACT

This notification relates to the ordinary shares and
voting rights (the "shares") of the Company.

We hereby notify you that on 26th May 2015 Morgan
Stanley & Co. International plc ("MSIP") disposed of
12,261,865 shares of the Company. Following the
disposal, MSIP no longer has a notifiable interest in
the shares of the Company due to the application of
the exemption available under Section 4-4 (2) of the
Norwegian Securities Trading Act.

In addition and as at the same date, Morgan Stanley &
Co. LLC held an interest of 57,907,123 shares, being
approximately 2.50% of the issued share capital of
the Company and Morgan Stanley Smith Barney LLC held
an interest of 5,000 shares, being approximately
0.00% of the issued share capital of the Company.

As a result Morgan Stanley held a total interest of
57,912,123 shares being approximately 2.50% of the
issued share capital of the Company and therefore no
longer holds a notifiable interest in the Company.

Morgan Stanley & Co. LLC is a direct holder and is a
subsidiary of Morgan Stanley Domestic Holdings Inc.
Morgan Stanley Domestic Holdings Inc. is an indirect
holder and is a subsidiary of Morgan Stanley Capital
Management LLC. Morgan Stanley Capital Management LLC
is an indirect holder and is a subsidiary of the
beneficial owner Morgan Stanley (parent company).

Morgan Stanley Smith Barney LLC is a direct holder
and is a subsidiary of Morgan Stanley Smith Barney
Holdings LLC. Morgan Stanley Smith Barney Holdings
LLC is an indirect holder and is a subsidiary of
Morgan Stanley Domestic Holdings Inc. Morgan Stanley
Domestic Holdings Inc. is an indirect holder and is a
subsidiary of Morgan Stanley Capital Management LLC.
Morgan Stanley Capital Management LLC is an indirect
holder and is a subsidiary of the beneficial owner
Morgan Stanley (parent company).
Kjell T. Ringen
28.05.2015 21:10
#12889

Endre
Pirato:

Weaker than expected demand through 2014 led to tumbling polysilicon prices and has sent REC's share price down ~70% the past 12 months. With trade dispute noise abating and demand picking up in H2'15e, we see upside in prices and valuation. Key for REC Silicon is its advantageous position on the cost curve and the fact that new capacity additions are unlikely in the current environment. As we anticipate that polysilicon prices will approach the newbuild parity of USD 22.0/kg, we consider pricing attractive. We transfer coverage with a Buy recommendation and a target price of USD 0.36 (~NOK 2.8).
OldNick
01.06.2015 19:20
#16858

Endre
Morgan Stanley fortsetter å handle i REC Silicon.

REC: DISCLOSURE OF LARGE SHAREHOLDING IN REC SILICON ASA ("the Company") UNDER SECTION 4 OF THE SECURITIES TRADING ACT

Børsmelding
01.06.2015

We hereby notify you that on 29th May 2015 Morgan Stanley & Co. International plc acquired an interest in 2,013,276 shares of the company. Following the acquisition, Morgan Stanley & Co. International plc held a total interest in 117,031,167shares, being approximately 5.06% of the issued share capital of the Company.

In addition and as at the same date, Morgan Stanley & Co. LLC held an interest of 57,899,277 shares, being approximately 2.50% of the issued share capital of the Company and Morgan Stanley Smith Barney LLC held an interest of 5,000 shares, being approximately 0.00% of the issued share capital of the Company.

As a result Morgan Stanley held a total interest of 174,935,444 shares being approximately 7.56% of the issued share capital of the Company, and now holds a notifiable interest in the Company.
la5yv
02.06.2015 09:33
#2091

Endre
Det lyder positivt og "merkelig" at Morgan Stanley kjøper REC, slik at de
nå har 7,56% av REC,- tyder på oppkjøp ?
airtime74
02.06.2015 09:34
#5037

Endre
MSI styrer noe voldsomt med kursen....skjønner ikke helt disse meldingene fra dem jeg. Men de har i alle fall klart å presse kursen veldig langt ned.
Profitt
08.06.2015 16:17
#14801

Endre
???????
Profitt
08.06.2015 16:45
#14802

Endre
Som det sto i FA for en måned siden: En perfekt solstorm!
Opp over nesten 8 prosent idag uten at noen bryr seg- et sløvt forum!!
highlander
11.06.2015 12:59
#4506

Endre
Citi nedjusterer kursmålet på REC, men anbefaler allikevel kjøp av aksjen:

Det amerikanske meglerhuset Citi nedjusterer kursmålet på REC Silicon til 3 kroner fra 3,50 kroner og opprettholder en kjøpsanbefaling.

Meglerhuset mener at selv om Kinas tariffer på polysilicon vil tynge RECs inntjening på kort sikt, overser markedet RECs forhandlingsposisjon.

- Dette er tøffe omgivelser for REC: selskapet er rammet av tariffer og polysilicon-prisene er nå ved 16 dollar per kilo. Men vi argumenterer for at markedet overser RECs posisjon i tariff-forhandlinger skriver Citi i en selskapsoppdatering.

Der vises det til at Kina i 2014 innførte tariffer på RECs polysilicon-import til en 57 prosent rate, noe som ifølge Citi gjør at RECs polysilicon ikke er konkurransedyktig hvis betalt i helhet

- Men vi ser også tidlige tegn til at REC Silicon bruker dets joint venture som et forhandlingskort i tariff-forhandlinger. Dets JV-partner Youser Group, et kinesisk SOE (statseid foretak), har bedt kinesiske myndigheter om (1) gjenåpne den tariff-frie sonen for REC og (2) gjennomgå tariffene. Vi mener at en langsiktig løsning på RECs tariffproblemer vil være å selge dets amerikanske polysilicon inn til salgs-JVet Yulin og dermed unngå tariffer, skriver meglerhuset.

REC Silicon har inngått en joint venture i Kina med Youser Group som JV-partner.
OldNick
17.06.2015 18:20
#16940

Endre
Morgan Stanley handler litt REC igjen.

REC: DISCLOSURE OF LARGE SHAREHOLDING IN REC SILICON ASA ("the Company") UNDER SECTION 4 OF THE SECURITIES TRADING ACT

Børsmelding
17.06.2015

This notification relates to the ordinary shares and voting rights (the "shares") of the Company.

We hereby notify you that on 16th June 2015 Morgan Stanley & Co. International plc ("MSIP") disposed of 2,107,019 shares of the Company. Following the disposal, MSIP no longer has a notifiable interest in the shares of the Company due to the application of the exemption available under Section 4-4 (2) of the Norwegian Securities Trading Regulations.

In addition and as at the same date, Morgan Stanley & Co. LLC held an interest of 56,635,927 shares, being approximately 2.45% of the issued share capital of the Company and Morgan Stanley Smith Barney LLC held an interest of 4,000 shares, being approximately 0.00% of the issued share capital of the Company.

As a result Morgan Stanley held a total interest of 56,639,927 shares being approximately 2.45% of the issued share capital of the Company and therefore no longer holds a notifiable interest in the Company.
javelda
18.06.2015 16:41
#5718

Endre
http://www.sysla.no/2015/06/18/fornybar/sol-kan-tredobles-pa-5-ar_52541/
renud
18.06.2015 20:21
#9459

Endre
Ser absolutt ikke så helt galt ut det tekniske bildet. Det interessante er et dagens +6% oppgang kom på pent volum på en ellers rød børs.









renud
21.06.2015 14:00
#9465

Endre
Det kan muligens være litt motstand her, nivået fra januar i år, se chart ovenfor, men med det sterkt økende volumet på oppgangen før helgen, vil jeg heller tro kursen raskt fortsetter opp mot ca 2,30 før en liten pause.



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