az eladási ajánlatra esett le a csatorna aljára, ha jól olvasom a cikket itt a topicban. technikailag jó beszállón vagyunk, bár egyelőre kis mínuszban ülök :)
az eladási ajánlatra esett le a csatorna aljára, ha jól olvasom a cikket itt a topicban. technikailag jó beszállón vagyunk, bár egyelőre kis mínuszban ülök :)
Funda mindig jó volt, ráadásul ezer éve agyon shortolt cég, bár inkább 30 alatt voltak benne brutális shortok. Fundásan - ha nem vesszük figyelembe a kínai frontot - most is olcsó.
óráson a csökkenő csatorna célára 55 dodó. ha ezen nem megy át, akkor eladom és elliottal esik tovább
51,25-ön vétel! ez az emelkedő sáv alja, indikátorok vétel előtt fél perccel. kicsit hazárdírozok, szerintem innen pattan egyet. cél 73,75 illetve 88, attól függően hogy hol éri a csatorna tetejét. pár héten belül szeretném :)
nézd meg messziről, historikus Fibo 38,2% a most kalkulált 74$. Ez 51%, hogy meglesz! A szimpla tippnél azért biztosabb :)
93, 113, 136, így jönnek a fentebbi fibók, ami minő meglepő, pont régi támasz és ellenállásszintekhez esnek. szóval 136 a nagy cél, bár a fundáról xart se tudok.
50,5 körül erősen vétel szaga lesz. nézd meg a régi rajzomat, semmi se változott :) cél valahol 72 felett
fslr durván benyomták a hírre, de solarworld mostanában izgisebb mozgásokat mutat be :))
Tech ratings change roundup:
First Solar (FSLR -6.3%) has been cut to Sell by Goldman, and SolarCity (SCTY +11.2%) has been upgraded to Conviction Buy.
eBay (EBAY -2.7%) has been cut to Equal Weight by Morgan Stanley.
Riverbed (RVBD -0.6%) has been cut to Hold from Strong Buy by Needham.
JinkoSolar (JKS +7.6%) and Trina (TSL +5.9%) have been started at Buy by Jefferies
SolarWinds (SWI +1.7%) has been upgraded to Overweight by Evercore.
Manhattan Associates (MANH +3.2%) has been upgraded to Outperform by Raymond James.
UMC (UMC +0.5%) has been upgraded to Overweight by UBS.
Ingram Micro (IM +0.6%) has been upgraded to Overweight by Barclays.
Dupont Fabros (DFT +0.9%) has been upgraded to Outperform by Baird.
Rambus (RMBS -3.6%) has been cut to Hold by Jefferies.
Arris (ARRS -2.5%) has been cut to Equal Weight by Barclays.
Geospace Technologies (GEOS -4%) has been cut to Sell by BWS Financial.
Trimble (TRMB -2.1%) has been cut to Hold by Craig-Hallum.
Autohome (ATHM -9.6%) has been started at Neutral by Deutsche and Piper, and at Sell by Goldman, on underwriter coverage day.
First Solar Modules Selected to Power Projects Totaling 48MW in France
Industry leader's installed capacity in Europe now exceeds 4GW
MAINZ, Germany & TEMPE, Ariz.--(BUSINESS WIRE)-- First Solar, Inc. (Nasdaq: FSLR) today announced that its advanced thin-film photovoltaic (PV) modules will power four solar energy plants in France, with a combined capacity of 48 megawatts (MW).
The projects - developed and owned by Photosol, a French renewable energy company - are being constructed in the country's Auvergne and Midi-Pyrénées regions: three plants, with a total capacity of 37MW, are located in the communes of Dompierre sur Bresbe, Gennetines and Marmanhac; a fourth facility, with a capacity of 11MW, is being built in Sarrazac. Engineering, Procurement and Construction (EPC) services for all four projects are being provided by Jayme da Costa Energie, a leading French engineering company and a longstanding Photosol partner since 2011.
The plants have been designed to have a minimal impact on the communities and ecosystems they are located in: while three of the facilities are built on pastureland - allowing landowners the additional benefit of being able to graze livestock at the sites - the fourth is sited near an oak forest and includes access for wild animals.
"As France actively promotes the adoption of solar energy, these projects will contribute towards the country's efforts to diversify its energy mix. We expect these projects to make a significant local impact by providing communities with clean energy and contributing significantly to Europe's CO2 reduction goals," said David Guinard, Managing Director of Photosol. "Our choice of First Solar's thin-film modules was based on a combination of cost-competitiveness, unrivalled bankability, the ability of its modules to reliably deliver solar power and the fact that the technology has the smallest carbon footprint, with the fastest energy payback time."
Founded in 2008, Paris-based Photosol has developed solar power plants with a total capacity of 63MW across France and has a project pipeline that exceeds 250MW. Significantly, the four power plants are the largest ever undertaken by the company and also mark the first time it has partnered with First Solar.
"These projects are an excellent example of how France, like other parts of Europe, can diversify its power generation portfolio and achieve energy security by maximizing the use of available land and leveraging its most abundant energy resource — sunlight. We are proud to have been part of effort and look forward to continuing our partnership with Photosol and First Solar," said Luis Pedro Marques, Managing Director of Jayme da Costa Energie.
"These projects collectively represent a significant boost to Photosol's installed capacity as this young, dynamic company continues to build on its successes," said Stefan Degener, First Solar's Director of Business Development for Europe. "I would like to thank our partners at Photosol and Jayme da Costa for the trust they've placed in us; their decision to use our advanced thin-film modules is testament to the technology's suitability to utility-scale solar power plants in a wide variety of conditions."
First Solar has had a full-fledged European presence since 2004, and it continues to be a leading player in the region's utility-scale PV market. As a result of this deal, the company's installed capacity in Continental Europe now exceeds 4GW, equivalent to the electricity generated by approximately four nuclear power plants. Its modules power an estimated 1 million homes across the region, while displacing over 1.2 million metric tons of greenhouse gases, based on European Union averages, per year.
First Solar Starts Construction of Solar Power Plant in Kitakyushu-shi, Japan
TOKYO--(BUSINESS WIRE)-- First Solar, Inc. (Nasdaq: FSLR) today announced that it has started construction of a solar project in Kitakyushu-shi, Japan. Generation capacity of the project is 1.4MWDC, and it will start operating in Q1 2014. Using First Solar's advanced technology CdTe thin-film PV modules, the project will provide clean and safe solar power to Japan, mitigating idle nuclear and providing energy security.
"This project illustrates First Solar's capability to develop and build solar power plants in Japan," said Joseph Kishkill, First Solar's Chief Commercial Officer. "We are honored to begin our long-term strategic investment in Japan with the Kitakyushu-shi project."
Over 100 million First Solar modules — which integrate advanced Japanese technology — have been installed throughout the world. Nippon Sheet Glass Co., Ltd. (NSG Group), headquartered in Tokyo and one of the world's leading manufacturers of glass, supplies the advanced technology glass with a proprietary electrical film tuned to First Solar's CdTe thin-film modules.
First Solar holds 100 percent equity in the project. Obayashi Corporation, headquartered in Tokyo and Yaskawa Electric Corporation, headquartered in Kitakyushu — both major global construction contractors — will construct the project.
hogy itt is meglegyen fslr gyj sarokszámai
First Solar, Inc. Announces Third Quarter 2013 Financial Results
Record Quarterly Net sales of $1.3 billion
GAAP EPS of $1.94 per fully diluted share, Non-GAAP EPS of $2.28 per fully diluted share
Cash and Marketable Securities of $1.5 billion, Net Cash of $1.3 billion
TEMPE, Ariz.--(BUSINESS WIRE)-- First Solar, Inc. (Nasdaq: FSLR) today announced financial results for the third quarter of 2013. Net sales were $1.3 billion in the quarter, an increase of $746 million from the prior quarter and an increase of $427 million from the third quarter of 2012. The sequential increase in net sales is primarily attributable to higher systems business project revenues, which included initial revenue recognition of Desert Sunlight and the sale of the ABW projects in Canada. Compared to the third quarter of 2012, the increase in net sales was also attributable to the Desert Sunlight and ABW projects and higher sales volume to third-party module-only customers in the third quarter of 2013, partially offset by initial revenue recognition for Topaz, achieved in the third quarter of 2012.
Revenues for the first nine months of 2013 were $2.5 billion compared to $2.3 billion for the first nine months of 2012.
The Company reported third quarter net income per fully diluted share of $1.94, compared to $0.37 in the second quarter of 2013 and $1.00 in the third quarter of 2012. The third quarter of 2013 was impacted by pre-tax asset impairment charges of $56.6 million related to the recently announced agreement to sell the Company's facility in Mesa, Arizona. The sale of the facility is expected to provide additional liquidity to the Company in the form of cash sale proceeds, net of costs to sell, of approximately $115 million, and is expected to result in a net reduction in annual operating expenses (including both depreciation expense and cash expenditures) of approximately $10 million. The Company expects the Net cash proceeds from the sale to be received in the fourth quarter of this year. Excluding the impact of the asset impairment charge, Non-GAAP net income per fully diluted share was $2.28. The sequential increase in Non-GAAP earnings is primarily attributable to the initial revenue recognition of Desert Sunlight, the sale of the ABW projects, and higher sales volumes to third-party module-only customers in the third quarter compared to the second quarter. The year over year increase in earnings was primarily due to higher systems business project revenue, higher manufacturing utilization and higher module sales to third-party customers in the third quarter of 2013 compared to the third quarter of 2012.
Cash and Marketable Securities at the end of the third quarter were approximately $1.5 billion, an increase of approximately $247 million compared to the end of the second quarter of 2013. The Company's Net Cash grew to approximately $1.3 billion, an increase of approximately $274 million from the second quarter of 2013. Cash flows from operations were $375 million in the third quarter, compared to $222 million for the second quarter of 2013.
The Company also posted its Earnings Call Presentation, which included updated guidance for 2013 on the Company's website at http://investor.firstsolar.com.
The updated guidance is as follows:
2013 Guidance Update
Current
Prior
Net Sales $3.4B to $3.6B $3.6B to $3.8B
Gross Margin (%) 24% to 26% 22% to 23%
Operating Expenses No Change $390M to $410M
Operating Income $470M to $490M $405M to $435M
Effective Tax Rate 14% to 16% 15% to 17%
Earnings Per Share* $4.25 to $4.50 $3.75 to $4.25
Operating Cash Flow $0.7B to $0.9B $0.8B to $1.0B
Capital Expenditures $300M to $350M $350M to $400M
Working Capital** $50M to $150M $50M to $200M
* Includes per-share impact of Equity Offering and GE Shares
** Expected decrease in working capital from Dec. 31, 2012
"The third quarter marks a key milestone in our Company's progress in achieving the strategic objectives we outlined during our Analyst Day event in April," said Jim Hughes, CEO of First Solar. "During the quarter we delivered on several key objectives, including additional bookings of 860MWdc, significant reductions to our module manufacturing cost, and strong financial performance. With these encouraging results achieved, we move forward, focusing on strengthening our leadership position in the marketplace and achieving our strategic objectives for future success."
ez aztán a meglepi, visszamegy 55.5-re? :OO
Kiv. leszek, egyelőre AEO fontos nekem, az az új pozim, és bár eddig nem alakul jól, de nyugodtabb vagyok benne, mint legtöbb rv-ben mostanában. És ez jó jel szokott lenni, utoljára rábában voltam nagyon nyugodt.
az a baj, mindig 100 felé áll a fejem, és nem csak a tökepiacon, hanem még több ágazatban, elég sok cégnél is vezetö pozícióban vagyok.
De ez meg fog változni jan-tól, megpróbálok koncentrálni bizonyos területekre, másokat leépítek
na, te is ezt csinálod... kitalálod, jó a gondolatmenet, aztán elfelejted, vagy mégse teszed....
nyitó után akartam venni, ezt nem hiszem el, megint elfelejtettem, pediog kitörés után ott jó hozam/kocka beszálló lett volna, most meg kockáztatnék 58-ig esést lazán, ezért ismét kihagyom..........grrrrrrrrrrr
kicsit ideges voltam. nagyon furcsa, hogy a gondosan kitalált beszállóm után ugyanazok az elvek mentén nem voltam képes kiszállni, pedig láttam hogy mikor kellett volna.
na én erről se tudtam, én azt hittem, ma sehol sincs tőzsde... ennyit erről...különben belevettem volna talán 55-ön...bár, nem. Mivel akkor ott volt duplacsúcs veszélye, igazán most jó TA szempontból, hogy kiment új csúcsra. Bár ilyenkor fáj belevenni, pláne úgy, hogy ilyen magasról voltam már benne, és ki kellett stopolnom hatalmas bukóban 40 körül...