RECSI - Polysilicon Shortage Decides Installation Pace 2022-2027

manman01
RECSI 25.04.2022 kl 00:15 37590

Chinese PV Industry Brief: Daqo reports polysilicon average selling price of $32.76/kg in Q1
https://www.pv-magazine.com/2022/04/22/chinese-pv-industry-brief-daqo-reports-polysilicon-average-selling-price-of-32-76-kg-in-q1
APRIL 22, 2022
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“We are very pleased to report exceptional results for the first quarter of 2022, the best-ever in the company’s history,” said Daqo CEO Longgen Zhang. “Last December, we began production at our new 35,000 MT phase 4B polysilicon expansion project. Production ramp up was successful throughout the first quarter.” Looking forward, Daqo said it expected to produce between 32,000 MT to 34,000 MT of polysilicon in the second quarter of 2022 and approximately 120,000 MT to 125,000 MT of polysilicon in the full year of 2022.

“We believe the polysilicon sector will remain one of the most profitable sectors in the solar PV value chain, as polysilicon will continue to be in short supply and determine the actual pace and total volume of global installations,” the company stated.
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Main Industry Chain Prices Saw Minor Increment except Wafers amidst Incessant Pandemic-Induced Impact
https://www.energytrend.com/pricequotes/20220421-27871.html
APRIL 21, 2022
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Polysilicon prices continued to increase marginally this week, with overall mono polysilicon quotations sitting at roughly RMB 252/kg. With most long-term orders for April being signed, polysilicon transactions were relatively sluggish this week, where merely a small amount of urgent and sporadic orders were signed. In addition, the various extents of impact on output and logistics among polysilicon businesses under the pandemic have resulted in a constrained provision of raw materials, and the confined production schedule has impeded the supply of partial long-term orders. Urgent orders are being concluded on a high price level, which surged the average concluded prices of polysilicon this week.

An observation on the production, operation, and shipment status of the polysilicon segment indicates that two businesses are currently under overhaul. Polysilicon is insufficient in terms of new capacity release. Some wafer businesses are lowering their operating rate due to the pandemic, though they are maintained on a relatively high operating rate on the whole owing to gradually releasing capacity, and these businesses’ unabated demand for polysilicon will provide a support for polysilicon prices in lingering at a high level within the short term.
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Chinese PV Industry Brief: Polysilicon prices keep rising
https://www.pv-magazine.com/2022/04/15/chinese-pv-industry-brief-polysilicon-prices-keep-rising-2/
APRIL 15, 2022

Polysilicon maker predicts 5-year shortage of solar raw material
https://www.pv-magazine.com/2022/04/20/polysilicon-maker-predicts-5-year-shortage-of-solar-raw-material/
APRIL 20, 2022

Wacker falls to fourth in global polysilicon ranking
https://pv-magazine-usa.com/2022/04/27/wacker-falls-to-fourth-in-global-polysilicon-ranking/
APRIL 27, 2022
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‘Follow China’s lead’

“Russia’s invasion of Ukraine has opened the eyes for what it means to be economically dependent on a dictatorial regime,” said Bernreuter. “Western governments should not make the same mistake with China. It is high time to establish non-Chinese solar supply chains. China has demonstrated what the ingredients of success are: low electricity rates for power-hungry polysilicon and ingot production, loan guarantees for private investment, cost-efficient equipment manufacturing, and strategic foresight.”
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Polysilicon price fluctuations expected to continue until late 2023
https://www.pv-magazine.com/2022/02/24/polysilicon-price-fluctuations-expected-to-continue-until-late-2023/
FEBRUARY 24, 2022

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Kilde til overskrift
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend
APRIL 20, 2022
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The slight decrease in the average polysilicon spot price on April 20 is purely due to a weakening Chinese Yuan; EnergyTrend’s spot price average of mono-grade polysilicon in China has further risen to CNY252/kg (incl. 13% VAT) from CNY251/kg last week.
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Our recommendation
Bernreuter Research recommends that you you look at PVinsights, EnergyTrend and PV InfoLink for comparison, rather than favoring the price data from just one provider.

Statements on the market trend can be contradictory from time to time. If, for instance, one data provider reports high polysilicon inventories in the value chain whereas the other claims low ones, the latter may be based on information from suppliers that are interested in playing down the scope of inventories in order to be in a better bargaining position vis-à-vis their customers. For this reason, it is always a good idea to base your judgment on several views and sometimes, you just have to live with information discrepancies.
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http://pvinsights.com/
https://www.energytrend.com/pricequotes.html
https://www.infolink-group.com/en/solar/spot-price

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What’s next for polysilicon?
https://www.pv-magazine.com/2021/10/26/whats-next-for-polysilicon/
OCTOBER 26, 2021

China’s cheap electricity crowds out foreign polysilicon
https://www.pv-magazine.com/2021/02/18/chinas-cheap-electricity-crowds-out-foreign-polysilicon/
FEBRUARY 18, 2021

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Polysilicon market analyst Johannes Bernreuter says China imported around 30% less polysilicon last year and cornered 80% of the global market for its domestic manufacturers, fueled by uber-low electricity prices.

“South Korea’s polysilicon industry was out-competed by Chinese producers who enjoy extremely low and subsidized electricity rates from coal-fired power plants in the western regions of Xinjiang and Inner Mongolia,” said Bernreuter, noting Korean players OCI and Hanwha exited the market a year ago, citing electricity prices.
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Solar Power May Be the Next Victim of China’s Coal Shortage
https://www.bloomberg.com/news/articles/2021-09-29/china-slashes-silicon-output-signaling-higher-solar-panel-costs
SEPTEMBER 29, 2021

China’s power crisis:
Long-term goals meet short-term realities
https://a9w7k6q9.stackpathcdn.com/wpcms/wp-content/uploads/2021/11/Chinas-power-crisis.pdf

Solar outlook looks bright amid Russia-Ukraine war
https://www.infolink-group.com/en/solar/analysis-trends/PV-markets-remain-bullish-amid-Russia-Ukraine-conflicts
MARCH 31, 2022
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Russia’s invasion of Ukraine has caused oil and natural gas prices to surge. This put renewable energy in the spotlight again. European countries, being aware of their dependence on Russian oil and natural gas, are rolling out plans to diversify energy sources and facilitate the transition to renewables.
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Cumulative installed solar PV capacity worldwide from 2000 to 2020
https://www.statista.com/statistics/280220/global-cumulative-installed-solar-pv-capacity/#:~:text=Global%20cumulative%20solar%20photovoltaic%20capacity,installed%20in%20that%20same%20year.
Redigert 09.07.2022 kl 12:44 Du må logge inn for å svare
manman01
27.06.2022 kl 21:11 6661

PV Price Watch: China PV module prices exceeding US$0.30c/W as wafer prices rise
https://www.pv-tech.org/pv-price-watch-china-pv-module-prices-exceeding-us0-30c-w-as-wafer-prices-rise/
Alternativt: https://12ft.io/proxy?q=https%3A%2F%2Fwww.pv-tech.org%2Fpv-price-watch-china-pv-module-prices-exceeding-us0-30c-w-as-wafer-prices-rise%2F
(Show me a 10ft paywall, I’ll show you a 12ft ladder.)
JUNE 27, 2022
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While that level of module pricing was indeed witnessed and reported last month, that was only in certain instances and this price is now more widespread in China, highlighting the impact of continual price hikes of the last two months.

But of greater concern is the shortage of monocrystalline wafer supply. While wafering capacity is significant, its growth has outpaced that of ingot pulling and, as a result, wafer production has reached a bottleneck.

With wafer prices rising on the back of such a bottleneck, manufacturers are being forced into long-term orders that specify the volume, but not the price just to secure supply. With polysilicon and wafer demand showing no signs of abating any time soon, driven by that bottleneck of new capacity at the polysilicon and ingoting stage, prices are expected to keep rising.
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manman01
29.06.2022 kl 11:53 6239

Jepper! Tak!

item High Low Avg Chg
Mono-Grade Polysilicon (RMB) 285 265 280 ( 2.94 % )
Polysilicon Outside China (USD) 37.624 34.984 36.954 ( 3.82 %
2022/06/29 update
https://www.energytrend.com/solar-price.html
Redigert 29.06.2022 kl 11:54 Du må logge inn for å svare
recyara
29.06.2022 kl 12:31 6161

Opp 6 prosent på pvinsights.
Slettet bruker
29.06.2022 kl 13:14 6011

Polyprisen holder seg sterk …

Med slike priser vil RECsi har årlige overskudd som overstiger dagens børsverdi😂 Det er ikke mer enn to år fram i tid - så for dem som har et lenger perspektiv enn neste torsdag - blir det hyggelig.

Nå dekker nok short inn, og lopper noen skjelvende småsparere👀 Den som selger nå, skal stå!
manman01
29.06.2022 kl 13:19 5997

Hehe du er fandme hurtig :)

Item High Low Average AvgChg AvgChg%
PV Grade PolySilicon (9N/9N+) 38.300 24.200 35.130 1.98 5.97%
http://pvinsights.com/

Så har jeg bernreuters opdatering med ;)

infolink-group imorgen!

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This week the global polysilicon spot price average has jolted up due to the shutdown of East Hope’s plant in Xinjiang for presumably one month after a fire on June 17. EnergyTrend’s spot price index of mono-grade polysilicon in China has strongly increased from CNY272/kg last week to CNY280/kg (incl. 13% VAT); the prices reported by the Silicon Branch of the China Non-ferrous Metals Industry Association even range from CNY281.7/kg to CNY286.3/kg.
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Last update: June 29, 2022
https://www.bernreuter.com/polysilicon/price-trend/
grey
29.06.2022 kl 13:59 5929

Får håpe dette inspirerer til et taktskifte - full gass nå for å korte ned tidslinjen frem mot åpning : )
manman01
30.06.2022 kl 13:29 5729

Market jitters as wafer pricing remains obscured
https://www.infolink-group.com/en/solar/spot-price/2022-0629-PV-spot-price
JUNE 30, 2022
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Polysilicon
All eyes are on the ceaseless polysilicon price hikes in the first half of the year, as the year reaches its halfway mark.

New polysilicon production capacities come online successively, but the shortage shows no sign of easing, given the leisurely pace effective production volume increases.

To add to that, an accident on June 16 forced leading polysilicon manufacturers to cease production for line inspections, tapping the brake on the already slow increase of polysilicon supply.

The growth of polysilicon supply will face hurdles, as northern China welcomes warmer weather, and some polysilicon makers undergo line maintenance and safety inspections. In July, polysilicon supply will hardly increase, weighing more on downstream buyers.

Few new orders are sealed this week, as sellers and buyers focus on deliveries of those previously signed. From both two parties, some major manufacturers still sit on the fence without exchanging price quotes. Still, prices are sure to go up, only to what extent remains uncertain.
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Slettet bruker
30.06.2022 kl 18:49 5689

Kanskje det er derfor kontrakter med hanwha tar tid, at RECs egne analytikere har sett at prisene vil stige og vil forhandle frem en enda bedre pris, spesielt mtp på prisøkningen som vil komme i farvannet av batteriboomen.
manman01
30.06.2022 kl 20:55 5631

Solar value chain jitters continue as polysilicon price reaches new high, wafer prices climb further
https://www.pv-tech.org/solar-value-chain-jitters-continue-as-polysilicon-price-reaches-new-high-wafer-prices-climb-further/
JUNE 30, 2022
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The solar industry supply chain’s jitters continued this week after polysilicon prices hit another high, driving silicon wafer prices further upward too.

This week’s polysilicon pricing update recorded prices of up to RMB280/kg (inclusive of China’s 13% sales tax, equivalent to around US$37/kg excluding that tax), with an average price of around RMB276/kg (US$36.49/kg excluding China’s sales tax).

Prices jumped by around 2.6% on last week’s price, which itself marked the first time prices rose above last year’s high of RMB269/kg and amounted to an 11-year high.
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manman01
30.06.2022 kl 21:10 5652

Tak, men det her er tråd om polysilicon pris - så denne havde nok passet bedre i en af de andre tråde :)
manman01
04.07.2022 kl 20:18 5150

Tongwei hikes PV cell prices, signs polysilicon deals worth US$18 billion
https://www.pv-tech.org/tongwei-hikes-pv-cell-prices-signs-polysilicon-deals-worth-us18-billion/
JULY 4, 2022
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Aiko Solar and other solar cell manufacturers are also understood to have increased prices, Aiko’s 182mm cell climbing to RMB1.27/W (US$0.18/W), for example.

It can also be noted that Tongwei has reduced the thickness of its 182mm and 210mm cells from 160μm to 155μm, embracing the trend established by wafer providers Zhonghuan Semiconductor and LONGi for reduced wafer and cell thickness as polysilicon becomes more expensive.

Last week PV Tech reported how a fresh wave of increases to polysilicon prices had ricocheted down the value chain, sending wafer, cell and module prices upwards.

Tongwei also confirmed that it had signed two new long-term polysilicon orders with an estimated combined value of RMB120.4 billion (US$18 billion).

It has signed the deals with Shuangliang Silicon Material, which is to procure some 222,500 metric tons (MT) of polysilicon over the next four years, while Meike Silicon Energy will purchase just over 256,000MT of polysilicon between 2022 and 2027.
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manman01
05.07.2022 kl 11:46 4866

Tongwei Soars in Silicon Market With 300% Increase in H1
http://www.pvtime.org/tongwei-soars-in-silicon-market-with-300-increase-in-h1/
JULY 5, 2022
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PVTIME – On July 4, Tongwei Co., Ltd. (600438.SH), issued an announcement on its performance that it expected a net profit for the first half of 2022 to be CNY 12 billion to 12.5 billion, a year-on-year increase of 304.62%-321.48%. The company stated that its substantial increase in profits and sales volume was resulted from the increase of demand for high-purity crystalline silicon from the downstream companies.

What is more, on July 1st, four subsidiaries of Tongwei has signed with Meike Silicon Energy Co., Ltd. a subsidiary of Jiangsu Meike Solar, for polysilicon. Meike Silicon Energy expects to purchase a total of 256,100 MT of polysilicon products from Tongwei’s subsidiaries from 2022 to 2027. The total sales is calculated to be approximately CNY 64.41 billion (tax excluded), according to 284,200 yuan / MT (tax included), the latest average transaction price of single crystal dense materials announced by the Silicon Industry Branch of China Nonferrous Metals Industry Association on June 29, 2022.

Furthermore, On July 5, Tongwei stock rose nearly 3% to 67.56 yuan as stock price continued to hit a record high, with a market value of over 300 billion yuan.
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recyara
06.07.2022 kl 12:55 4705

Energytrend opp 3.25% Pvinsights opp 1.73% i dag.
manman01
06.07.2022 kl 14:13 4642

Tak

Jeg fandt også denne

Solar Polysilicon Prices Climb Again as Extreme Shortage Builds
https://www.bnnbloomberg.ca/solar-polysilicon-prices-climb-again-as-extreme-shortage-builds-1.1788304
JULY 6, 2022
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The polysilicon market is in an “extreme supply shortage” after a manufacturer in Xinjiang unexpectedly shut for repairs, with other producers outside that region scheduled for routine maintenance in the third quarter, the association said. July output in China is expected to be about 58,000 tons, down 3,200 tons from June.

Prices are expected to keep rising through next month but should begin to ease in August, when newly added factories will more than balance out the capacity shut for maintenance, the association said.
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Svenn_13
06.07.2022 kl 20:42 4507

Polysilicon prices rise over 200% in 2022 amid supply shortages
Polysilicon, a key material in the creation of solar panels, has undergone steady price climbs as output has been cut for a variety of reasons.


The majority of solar panels are built using polysilicon, a material that is currently largely sourced from China. On Wednesday, top-grade polysilicon saw a nearly 2% rise in prices, according to the China Silicon Industry Association (CSIA).

After a decade of price declines, polysilicon is now at its highest price since 2011. The material’s cost to purchasers has risen for six straight weeks. In January 2021, one kilogram of Chinese polysilicon would fetch about $13. Now, prices exceed $43/kg.

https://pv-magazine-usa.com/2022/07/06/polysilicon-prices-rise-over-200-in-2022-amid-supply-shortages/
06.07.2022
Slettet bruker
06.07.2022 kl 21:31 4405

https://pv-magazine-usa.com/2022/07/06/polysilicon-prices-rise-over-200-in-2022-amid-supply-shortages/

The majority of solar panels are built using polysilicon, a material that is currently largely sourced from China. On Wednesday, top-grade polysilicon saw a nearly 2% rise in prices, according to the China Silicon Industry Association (CSIA).

After a decade of price declines, polysilicon is now at its highest price since 2011. The material’s cost to purchasers has risen for six straight weeks. In January 2021, one kilogram of Chinese polysilicon would fetch about $13. Now, prices exceed $43/kg.

The industry is in a sharp supply shortage as a major manufacturer in Xinjiang closed unexpectedly for repairs. The Xinjiang region in western China is home to nearly 50% of the world’s supply of polysilicon, and it is currently under scrutiny for credible allegations of forced labor.

CSIA said it expects polysilicon supply to drop roughly 5% in July compared to June. Bloomberg said prices are expected to continue to rise through the month until newly added factories displace the loss in production from sudden shutdowns. A rise in COVID-19 cases in China is causing shutdowns in the country, possibly further exacerbating the supply shortage in the near-term.


The Xinjiang region of China is home to nearly 50% of the global polysilicon supply chain. Image: Wikimedia Commons
The Uyghur Force Labor Prevention Act (UFLPA) was passed this year to ensure that United States imports do not have connection to forced labor practices in the Xinjiang region. Last week, a large shipment of quartzite, an element used in making polysilicon, was detained by US Customs and Border Patrol. Analyst firm ROTH Capital Partners noted there is belief that product from both JinkoSolar and Trina Solar were seized by Customs, indicating the risk to the solar supply chain under the act may be higher than previously expected.

The UFLPA assumes a rebuttable presumption on goods shipped from the region, placing a heavy burden of proof on importers to show that there is no connection to forced labor. At the time of the House passing the UFLPA, U.S. Secretary of Labor Marty Walsh said, “The world and the American people cannot abide the presence of goods made under the exploitative conditions experienced by Uyghur and other ethnic minority groups in its global supply chains.”

Slettet bruker
07.07.2022 kl 11:15 4223

https://www.ft.com/content/6b17331c-8ea1-49ab-a95a-9d72e84493cf


Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/6b17331c-8ea1-49ab-a95a-9d72e84493cf

“The world will almost completely rely on China for the supply of key building blocks for solar panel production through 2025,” the agency said in the report. “This level of concentration in any global supply chain would represent a considerable vulnerability.”
manman01
07.07.2022 kl 22:34 4122

Upstream prices jump with downstream acceptance still unclear
https://www.infolink-group.com/en/solar/spot-price/2022-0706-PV-spot-price
JULY 6, 2022
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Polysilicon prices jump this week on excess demand and adverse impacts that hold back the growth of real polysilicon supply during July and August.

At the turn of the month, sellers and buyers have been signing orders since later last week. Most major manufacturers seal monthly orders under long-term contracts. Prices surged to RMB 284-290/kg for mono-grade polysilicon, and to RMB 288-294/kg for recycled polysilicon scraps. Some major polysilicon manufacturers have raised price quotes to RMB 295-298/kg. Overall, polysilicon prices rise by 4.8-6.5% this week.

The ingot segment shows moderate price acceptance for the time being towards increased polysilicon prices, given raw material shortage and the necessity to continue production. Meanwhile, the wafer sector raises prices timely, in advance of raw material price hikes.

Investigation of InfoLink focuses on polysilicon orders delivered during the previous Thursday and this Wednesday and recently signed orders. Therefore, changes and future price trend will gradually emerge during periods of higher order volume.
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manman01
07.07.2022 kl 22:35 4167

284 CNY
=
42.37545 USD

____

295 CNY
=
44.01676 USD
https://www.currencyconverterrate.com/cny/284-cny-to-usd.html
manman01
07.07.2022 kl 22:36 4244

Det er jo fucked up.
thief
07.07.2022 kl 22:45 4328

Passer jo perfekt,når rec nå forhandler med hanwha 🙂Den store prisstigningen kunne jo ikke kommet på noe bedre tidspunkt.Får rec en avtale på 30tallet, burde jo aksjen fort dobbles!Vil jo gi milliardoverskudd,som lett kan forsvare en mcap på 15-20mrd!
Slettet bruker
07.07.2022 kl 22:49 4393

Alle brikkene faller på plass perfekt, akkurat som de er ment til å gjøre. Her er det bare å lene seg tilbake og ha tillit til at James vil sikre de beste avtalene for alle aksjonærer.

Og noen tørr å kalle oss for haussere fordi vi tørr å visjonere fremtiden? Hva sa vi om prisene i 2020, når alle hevdet at de skal ned igjen? Snart vil folk våkne opp fordi de vil se en side av James de aldri har sett før samt kontrakter på svart og hvitt som stadfester fremtiden - og da skåler vi sammen og feirer, manman og alle andre venner :)
Redigert 07.07.2022 kl 22:54 Du må logge inn for å svare
manman01
07.07.2022 kl 22:58 4483

Hørt!🥂🥂🍀
thief
07.07.2022 kl 23:03 4537

Med en avtale på 30tallet, burde vel overskuddene havne på 3mrd++? Hva er en naturlig verdi av selskapet da?P/e på 10 er ikke for høyt, med en bransje som nå vil være i vekst.Altså er ikke kurser på 60-70kr helt bak mål.Høres jo veldig høyt ut mtp dagens kurs.Men det er faktisk der den burde ligge,så utrolig at kursen er så lav nå.Da en avtale mest sannsynlig tikker inn i løpet av sommeren.Og den avtalen blir uansett så bra,at dagens kurs er altfor lav.Spørsmålet blir vel bare hvor stor oppsiden blir.Hvertfall når det er Rec som sitter med de beste kortene.Kjøpte enda flere aksjer i dag🙂
Slettet bruker
07.07.2022 kl 23:18 4475

Ikke utenkelig det. Må ikke glemme Butte sitt bidrag heller ☺️ lav gjeld i selskapet og masse fremførbart underskudd vil skape god stemning. Med SilaN og andre som trenger store mengder Silan så er det også gode vekstmuligheter. Lover godt.
Sa2ri
08.07.2022 kl 07:02 4231

Tror du skal tone ned retorikken din om hvor fantastisk James May er, for det er nok en hel del andre som har erfaringer med han som CFO som ikke helt samsvarer med det glansbildet du forsøker å tegne av han. Han er en av årsakene til at markedet har liten tiltro til selskapet, og den skuta tar det lang tid å snu.
Stabukk
08.07.2022 kl 08:07 4191

Sa2ri og Uchi sin ulike oppfatning av May som «rett» CEO er interessant. Begge har med kort mellomrom hatt direkte samtalar med May. Etter Q1-presentasjonen skreiv Sa2ri at «May uttrykte at det er ikke alltid han som bestemmer hva som skal fremføres», knytt opp mot det May sa om eit mulig kapitalbehov samtidig som Rec gjekk ut med gladmeldinga om restart av ML-anlegget. Den meldinga fekk som alle veit ikkje den effekten på kursen vi hadde håpa på. Er det rett at May «er en av årsakene til at markedet har liten tiltro til selskapet», må vi vel håpa at styret jobbar med å finna ein ny CEO?
Slettet bruker
08.07.2022 kl 09:56 4265

Tja, hva skal man si?
Jeg tenker at det er viktig å ta begges utsagn for det de er, personlige meninger basert på relativt kort tid sammen totalt sett.

Det er vanskelig (umulig) å tegne seg et fullstendig bilde av en person basert på noen foredrag og samtaler.
Da blir mesteparten av det man ser farget i stor del av den settingen man ser dem i.

De ulike oppfatningene kan bli sterkt påvirket av så enkle ting som at Uchi kanskje fikk bedre personlig kjemi med May i sin prat, enn Sa2ri.
Eller at samtale nr.2 foregikk på et tidspunkt hvor May vet mer, og er mer optimistisk.

Jeg vil gjette at man ser en helt annen May ved eksempelvis forhandlingsbordet med Hanwha, på kvartalsrapporter, med kollegaene sine eller hjemme med familien sin.

Jeg er enig i at han ikke har hatt den mest karismatiske utstrålingen på kvartalsrapportene jeg har sett ham i frem til nå, men tenker samtidig at det ikke er det viktigste med hans jobb heller, selv om det også påvirker investormulighetene til Rec.

Om tiltroen til May er så dårlig at det påvirker kursen i Rec vet jeg ikke helt om jeg tror på, men jeg sitter ikke på fasiten her.


Edit:
Oi, jeg ser at jeg glemte helt hvilken tråd dette ble skrevet i.
Synd å spore av temaet for tråden på den måten.
Beklager det.
Redigert 08.07.2022 kl 11:05 Du må logge inn for å svare
Hankmoody
08.07.2022 kl 10:44 4108

Takk for fenomenalt initiativ og informasjon fra møtet med CEO Uchi! Størst mulig respekt for det. Jeg gikk glipp av både muligheten for å stille spørsmål, og selve møtet. Lurer da på om du kan ettersende en mail med et spørsmål jeg har som ikke ble fremlagt etter det jeg kan se. Neida, ehhehehe, :)
Alle spørsmålene var meget bra, men, en sak som er litt mindre viktig, men som jeg synes er ganske viktig; Og det er at jeg synes de burde starte med å "forvandle" REC fra kjedelig industriselskap til et mer moderne og mer frempå og gjenkjennelig selskap. Siden pandemiens start har demografien over hvem som investerer i aksjer forandret seg ganske mye. Casinoene stengte og MYE penger fra mange gamblere havnet på børsen istedet, først og fremst i US. Tesla var kanskje første selskapet som dro det lasset. Folk hørte om ansatte ved Tesla, som har aksjer som en del av lønna, og som siste par årene har hatt kjempeavkastning, og slik info sprer seg. Burde vært vurdert også i RECs tilfelle. Større eierskap til den enkeltes jobb.
Ny hjemmeside, gjerne en markedsavdeling som kan lage f eks en del dronevideoer over anleggene til REC (uten å avsløre noe IP seff). Flere bilder, bilder/artikler. Nyheter må ikke være kjempeviktige hver gang en melding sendes ut. For eksempel; Jo flere ganger et selskap nevnes på Reddit hver uke(Og også Google mener jeg å huske), desto større er sjansen for at kursen går bedre enn gjennomsnittet. Det er fakta.
Mye kan gjøres selv om ikke REC selger sexy elbiler. Og dette med alle de nye investorene som kom i pandemien er det vel blitt veldig lite tatt tak i i Norge. Men det er tross alt det som flytter kursen. Flere kjøpere enn selgere. Alle husker oppgangen på alle børser fra etter første sjokket over Covid i mars/april 2020. Her hadde nye investorer en del av skylda for oppgangen, definitivt.
Redigert 08.07.2022 kl 10:46 Du må logge inn for å svare
Slettet bruker
08.07.2022 kl 10:45 4106

Litt enig med deg her. Inntil videre må vi måle han etter hva han har levert ved de anledningene som betyr noe for markedet, dvs. kvartalspresentasjoner og annen rapportering og kommunikasjon med markedet i sin helhet.

Det vi får referert nå fra private samtaler er enn så lenge festtaler, og det gjenstår å se hva som blir festet til papiret, og ikke minst hvordan dette blir kommunisert ut. Der feilet han senest og ødela fullstendig momentum selskapet kunne, og burde, ha fått.

Jeg er glad for tilbakemeldingene, som gir trygghet for at selskapet har retning mot åpning og gode dealer, men ønsker fortsatt et nytt ansikt i denne rollen
manman01
08.07.2022 kl 10:56 4059

Fedt at se engagement, men kan vi ikke lige holde os til trådens tema?
Slettet bruker
08.07.2022 kl 13:04 3856

Polysilicon pricing enters hockey stick-growth territory as US$45/kg threshold looms
July 8, 2022

Solar polysilicon prices jumped by a further 4% this week, fuelling industry assessments that prices will soon jump above the RMB300/kg (US$44.74/kg) barrier.

This week’s average polysilicon strike price, using data provided by industry analysts PVInfoLink and Energy Trend, stands at RMB287/kg (US$42.81/kg). This price includes China’s 13% sales tax, indicating a material price of around US$37.88/kg.

While polysilicon prices have remained stubbornly high and have grown modestly throughout the first half of the year, prices have grown considerably in the past two months. Since 4 May 2022, prices have grown by some 14%.

This has led industry analysts to expect that polysilicon prices will soon jump above the RMB300/kg barrier.

In a note issued earlier this week, Frank Haugwitz of advisory Asia Europe Clean Energy (Solar) Advisory (AECEA) stressed that with some instances of pricing already peaking in the early RMB290s/kg, polysilicon prices will soon exceed the RMB300 threshold.

Recent surges in prices have been driven by polysilicon producer maintenance schedules, with AECEA noting that maintenance works are scheduled for five sites in the coming weeks, resulting in a reduced output from the industry’s polysilicon production base.

https://www.pv-tech.org/polysilicon-pricing-enters-hockey-stick-growth-territory-as-us45-kg-threshold-looms/
Slettet bruker
08.07.2022 kl 22:23 3631

Og til tross synker kursen som en stein samtidig som Mac solar index er opp 10% på 4 dager ….
Slettet bruker
08.07.2022 kl 22:30 3602

So what, dette vil jo endre seg når selskapet er klar med planene og deler det med markedet. Dette har jeg messet om en stund, og nå har Sa2ri og Uchi delt mye av de samme ordene fra CEO, May.

Slapp av. Drit i kursen, ta noen kloke råd fra Warren, han er også inne på dette.
Orgle
08.07.2022 kl 22:53 3549

Det er bare å drite i hva folk skriver her inne eller hvordan kursen oppfører seg , det som er viktig er at ML vil gjenåpnes , that's it !!
Alt det andre svada som handler om batteri utvikling osv må man ta med en klype salt. Teknologien er ikke der . Rec og aksjen trenger det heller overhodet ikke , gjenåpning av ML er mer enn nok til å satse her.
Orgle
08.07.2022 kl 23:03 3516

Skjønner generelt ikke hvorfor folk her inne aldri diskuterer mulig scenarios som kan trekke kurs og utsikter ned .
Eller er det bare forherligelse av himmelen ?!
Våkn opp !!
Orgle
08.07.2022 kl 23:10 3491

Skjønner generelt ikke hvorfor folk her inne aldri diskuterer mulig scenarios som kan trekke kurs og utsikter ned .
Eller er det bare forherligelse av himmelen ?!
Våkn opp !!
Slettet bruker
08.07.2022 kl 23:30 3434

Teknologien er der. 2024-modeller vil trille rundt med store mengder silisium i anodene. Les deg opp.