RECSI - Ny analyse ute i dag kjøp 26 kr

Tirade
REC 01.04.2022 kl 12:37 1620

tatt fra XI. ,

REC SILICON: HEADLINES
1) Some headlines from Biden’s speech yday:
2) *Biden Says We Need To Be Energy Independent In Long Term
3) *BIDEN SAYS NEED TO DOUBLE DOWN ON COMMITMENT TO CLEAN ENERGY
4) *BIDEN SAYS USING DEFENSE PRODUCTION ACT FOR BATTERIES


REC SILICON II: BUY
1) We argue the new geopolitical environment where energy security has moved to the top of the agenda is supportive for RECSI!
2) Some recent events that supports a reopening of the Moses Lake plant include: i) Hanwha’s stated plan to invest billions of dollar in the US solar value chain if the SEMA act is passed, ii) Manchin (the sole Democrat blocking Build Back Better some months ago) now indicating support for clean energy investments worth $500bn (i.e. would include the SEMA act), iii) EU statements outlining clear ambitions to re-shore solar manufacturing to Europe, iv) existing Chinese players announcing expansions outside China, positioning for future policy changes, v) A more combative stance against China also has support among Republicans and 80% of US voters support “tax credits for companies that invest in clean energy in the U.S.”
3) On our numbers, the current share price assigns a 30-40% probability to a reopening of Moses Lake assuming no tax credits (conservative, as tax credits for producers likely will be an integral part of the SEMA framework)
4) Including tax credits, the current share price assigns a 20-30% probability to a reopening, which we argue is an attractive bet!
5) Based on our target of NOK 26 per shr we see a 70% probability of a reopening of Moses Lake!
Sa2ri
01.04.2022 kl 12:45 1599

Dette ser ut til å være en gammel analyse. Hvem har sluppet denne?
Redigert 01.04.2022 kl 13:07 Du må logge inn for å svare
Stabukk
01.04.2022 kl 12:53 1553

Er ikkje dette Arctic sin siste analyse?
Uansett kjem det stadig meir lovande nyhetar for Rec: (Fann denne i Nyhetstråden)
"Biden vil påberope seg lov om forsvarsproduksjon for batterimaterialer til elektriske kjøretøy". Meiner å huska at Rec tidlegare har hatt "besök" av folk frå USA sitt Forsvarsdepartementet, som jo ville vera ein grei kunde å få!
Sa2ri
01.04.2022 kl 13:08 1504

Samme innhold og ordlyd, men den er jo gammel - ble ikke sluppet i dag...........
Tirade
01.04.2022 kl 13:15 1469

Den er i morgen mailen ARC sender ut til kundene i dag har jeg fått bekreftet.
Stabukk
01.04.2022 kl 14:37 1289

Virkar litt underlig at ARC berre «see a 70% probability of a reopening of Moses Lake!». Den sannsynligheten må i det siste ha auka til ca. 98,25% spør du meg....
Og då bør vel også kursmålet vera litt høgare!
Tirade
01.04.2022 kl 14:42 1246

Dette er sånn meglerhus arbeider- 26 kr er nesten 100% opp- Når Moses åpner og kursen nærmer seg 26 så øker de kursmål til 46 osv osv