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Du er her: Forside > In the pit - Oslo Børs > REC -- bunnen nådd for oppkjøpskandidat?
REC -- bunnen nådd for oppkjøpskandidat?
airtime74
12.07.2013 10:57
#4769

Endre
Jaggu har dem bommet stygt i det siste. Mange der som har tapt mye penger nå.......

Endret 12.07.2013 11:01 av airtime74
aktiv22
12.07.2013 12:52
#1023

Endre
Helt på trynet.
carnivore
14.07.2013 20:15
#300

Endre
Skal vi se REC i ny høy til uken? Jeg tipper svaret er ja. Altså skal vi over 2,79 ila uken.

carnivore
15.07.2013 16:15
#301

Endre
Ny høy....

RT 2,9
airtime74
16.07.2013 01:24
#4771

Endre
Markedet digger sol-aksjer :-))

Voldsomt til fart i USA ikveld .....

Sol aksjer - CSIQ,CSUN,ESLR,FSLR,JASO,LDK,SOLF,SPWRA,STP,WFR,YGE
OldNick
16.07.2013 07:52
#14777

Endre
China planlegger å "gire opp" innstallasjon av sol-energi til 10 GW/år.

China plans to quadruple solar power-generating capacity by 2015

By Pilita Clark in London, FT.com
16.07.2013

China has given a lift to the renewable energy industry by formally setting out plans to more than quadruple its solar power-generating capacity to 35 gigawatts by 2015.

China's State Council, or cabinet, said it hoped 10GW of capacity would be added annually over the next three years, in a step that should help soak up the country's sizeable share of a global glut in supply that has savaged many of the industry's biggest names and seen solar panel prices plummet in the past two years.

"This confirms previous expectations that the Chinese government would solidify a significantly higher target than previously for 2015," said Jenny Chase, a solar analyst at Bloomberg New Energy Finance.

"An average of 10GW annually seems entirely achievable. However, we expect 2013 to be slightly lower, with 6GW to 9GW, depending on when their premium for electricity generation from rooftop systems is finalised."

China has the world's third-biggest installed capacity of solar power, with 8.3GW of solar photovoltaic capacity at the end of 2012, an 8 per cent share of global capacity according to industry figures. Germany is the leader with 32.4GW, nearly a third of worldwide capacity. Italy is second with 16.3GW while the US has 7.7GW.

If China manages to achieve its goal, it should help to prop up its own struggling solar-panel makers, such as LDK Solar, whose shares had risen 19 per cent by Monday lunchtime in New York, as well as other manufacturers in an industry beset by trade tensions.

The US slapped anti-dumping duties on imported Chinese solar panels last year and the EU took similar action this year, prompting threats of retaliation from Beijing.
rakas
16.07.2013 12:39
#904

Endre
Den skal vel svinge rett opp snart nå, slik den pleier. For første gang på år, er jeg ikke engstelig på et Q-tall.
rakas
la5yv
16.07.2013 13:13
#1941

Endre
Det er fint å høre,- REC kan muligens bli blant de beste på Oslo børs dette året.
airtime74
16.07.2013 13:34
#4772

Endre
Kina må jo bare gjøre noe trastisk med utslippene sine. Mye forurensning fra fabrikker, pluss så har bilsalget gått i været. Så de må nok bare få inn masse sol installasjoner for å få mindre forurensning.
Kverna
16.07.2013 17:37
#301

Endre
Frykter hva kvartalstallene vil gjøre med kursen. Om ikke annet kan det bli en fin kjøpsanledning for oss som sitter utenfor. Kursen har etter min mening gått gale mathias, og dårlige kvartalstall kan gi både 10 og 20% ned.

Ønsker selvfølgelig alle som sitter over lykke til
atlen
17.07.2013 10:55
#22

Endre
Pareto roper KJØP
Pareto Securities har endret syn utsiktene for solenergiselskapet Rec (Renewable Energy Corporation).
Meglerhuset hever nå sin anbefaling aksjen fra tidligere hold og mener det å er tid for kjøp.
Det fremgår av en analyse sendt ut mandag morgen.
javelda
17.07.2013 13:19
#4414

Endre
Fra i går.
Den kraftige oppgangen i REC fortsetter tirsdag, ved lunsjtider er aksjen opp 5,5 prosent og så langt i juli har aksjen steget hele 40 prosent.

Analytiker i Nordea, André Holø Adolfsen, mener imidlertid at aksjen er kraftig overpriset og har en sterk salgsanbefaling på REC.

- Vi mener at det fundamentale ikke henger med. Prisene på polysilisium er langt under hva den nåværende kursen på REC priser inn, sier Adolfsen i en kommentar til iMarkedet Xpress.

Adolfsen har et kursmål på REC på 1,20 kroner, noe som gir en nedside på drøyt 60 prosent fra dagens kursnivå som priser REC til 7,2 milliarder kroner.

la5yv
17.07.2013 13:49
#1942

Endre
"For et makkverk" er benevensel på analytikeren fra Nordea`s analyse for REC.,
da den kom sist fredag.
Helt enig,-og den blir ikke bedre om den gjentaes,- her på denne streng.

Endret 17.07.2013 13:49 av la5yv
LooseDeuce
17.07.2013 14:13
#7397

Endre
Det er tydelig at det fremdeles er noen her som har tiltro til analysene som kommer.
Det faktum at noen roper kjøp samtidig som andre roper selg burde få investorene til å tenke, men det er vel som vanlig noen som insisterer på å lære the hard way.
carnivore
17.07.2013 15:02
#302

Endre
Da var vi i pluss og ny høy igjen...har du sett sånt da.... hehe!
airtime74
17.07.2013 15:38
#4773

Endre
dæven for en rakett dette her er da :) stopper jo aldri heller ...hehe ...
la5yv
18.07.2013 08:37
#1943

Endre
Gode resultater fra REC, og gode forslag for selskapet framover.
flyver
18.07.2013 08:47
#312

Endre
Hvor skal vi tro kursen går i dag?
Big Balls
18.07.2013 09:05
#3021

Endre
Kursen burde halvert seg på denne meldingen, men går opp 25 %. Ikke utypisk i et marked med umodne aktører.
flyver
18.07.2013 09:09
#313

Endre
Hvem er de umodne her?
Big Balls
18.07.2013 09:12
#3022

Endre
De som kjøpte på 4,0 nettopp og tapte 10 % påfølgende minutt?
carnivore
18.07.2013 09:13
#303

Endre
Jaja....da var det ny høy i dag også da....

Får vel plukke litt til da...hehe!

C.
la5yv
18.07.2013 09:17
#1944

Endre
Big Balls,- hva med de andre da, som ser investeringen dobler seg
gang på gang og sitter bare rolig,- vi snakkes om et år eller to.
Big Balls
18.07.2013 09:21
#3023

Endre
Da er nok ikke du her lenger, dessverre, men jeg kan komme ned til gjeldfengselet og spandere en kaffe på deg. :)
OldNick
18.07.2013 09:40
#14797

Endre
Re. Big Balls,

REC er for salg, det driver kursen idag, intet annet.

Sett bort i fra det, ville jeg vært enig med deg.
______

REC proposes separation of REC Silicon and REC Solar

Børsmelding
18.07.2013

Sandvika, Norway - REC , a leading global provider of solar electricity solutions, announces that it proposes to separate its silicon and solar businesses.

- REC will establish REC Solar as an independent listed company
- REC will offer all shares in REC Solar to REC shareholders
- An offering of the shares in REC Solar, valued at NOK 800 million, has been underwritten by the largest shareholders of REC
- All REC ASA shareholders will receive non-tradable subscription rights in REC Solar
- Shareholders are also invited to join the guarantee consortium
- Both companies will improve their financing, with REC Solar being established as a debt-free leading provider of solar panels and solutions

The transaction

The Board of Renewable Energy Corporation ASA (REC) has decided to call for an Extraordinary General Meeting (EGM) to consider a separation of REC Solar from REC. It will be proposed that REC shareholders are offered to purchase the shares of REC Solar in an oversubscribed and fully underwritten offering (the "Offering"), valuing the equity of REC Solar at NOK 800 million. REC Solar will seek listing on the Oslo Stock Exchange.

All shareholders in REC as of the date of the EGM will receive non-tradable subscription rights to their portion of the shares of REC Solar. They will thus be able to maintain the same ownership stake in REC Solar as they currently hold in REC. Oversubscription will not be possible, but a syndicate established by some of REC's largest shareholders guarantees subscription for any shares in REC Solar not subscribed in the Offering. Companies controlled by or parties related to Jens Ulltveit Moe (44 percent), QVT (20 percent), member of the REC board Øystein Stray Spetalen (15 percent), Skagen (10 percent), Datum AS (7 percent) and Holberg (4 percent) have committed to guarantee 100 percent of the offering and will following sub-guarantee syndication be entitled to guarantee at least 75 percent of the full NOK 800 million placement.

25 percent of the underwriting guarantee will be offered as sub-underwriting to all REC shareholders, who must register their commitments before the close of business on July 22, 2013. Sub-underwriters will be required to underwrite at least NOK 4 million each, and commitments may be reduced relative to their shareholdings and otherwise on a pro rata basis if the guarantee syndicate is oversubscribed.

A prospectus describing REC Solar is being prepared, and will be published prior to the subscription period for the Offering, expected to commence towards the end of September. REC shareholders will be notified of their subscription rights in conjunction with the Offering. REC shareholders will receive the right to subscribe for one new share in REC Solar for each 58 shares they hold in REC at the EGM date and the subscription price will be NOK 20 per share.

The industrial rationale

Solar is an industry in strong growth and is becoming an increasingly competitive source of energy. The industry is, however, immature, fragmented and weakly capitalized, and ripe for significant consolidation. REC recognizes that it is increasingly demanding to grow and maintain a leading position in a fully vertically integrated business model. There are only limited operational synergies between the Silicon and Solar divisions today.

The transaction will allow the two companies to follow separate consolidation paths as industry leaders in their fields. It also ensures a fundamentally solid financial base for both companies.

Endret 18.07.2013 09:40 av OldNick



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