$$$ First Solar, die amerikanische Q-Cells $$$

würde ich vor weihnachten wohl versilbern. reicht mir aber ehrlich gesagt auch :p

Bin vor ca. 1 Woche mit 50 Stk. bei 80,00 € eingestiegen.
Mal schauen was passiert...

LG
S.

First Solar Announces TK Kallenbach as EVP of Marketing and Product Management
TEMPE, Ariz., Dec 09, 2009 (BUSINESS WIRE) -- First Solar Inc. (Nasdaq: FSLR), the world's leading manufacturer of photovoltaic modules, today announced that TK Kallenbach has been appointed executive vice president of marketing and product management.
Kallenbach comes to First Solar from Honeywell Aerospace where he led numerous areas including Aerospace's strategic planning, product management and marketing communications. Kallenbach joined Honeywell (formerly AlliedSignal) in 1979, serving in a variety of senior leadership positions before taking on his most recent role, vice president of marketing and product management.

"TK's extensive experience makes him ideally suited to lead First Solar's product management and marketing initiatives," said Rob Gillette, First Solar chief executive officer. "I look forward to the contributions he will make to First Solar's senior management team."

Kallenbach will assume his position at First Solar effective Dec. 14, 2009.

About First Solar

First Solar manufactures solar modules with an advanced semiconductor technology and provides comprehensive photovoltaic (PV) system solutions. By continually driving down manufacturing costs, First Solar is delivering an economically viable alternative to fossil-fuel generation today. From raw material sourcing through end-of-life collection and recycling, First Solar is focused on creating cost-effective, renewable energy solutions that protect and enhance the environment. For more information about First Solar, please visit www.firstsolar.com.

For First Solar Investors

This release contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this release do not constitute guarantees of future performance. Those statements involve a number of factors that could cause actual results to differ materially, including risks associated with the company's business involving the company's products, their development and distribution, economic and competitive factors and the company's key strategic relationships and other risks detailed in the company's filings with the Securities and Exchange Commission. First Solar assumes no obligation to update any forward-looking information contained in this press release or with respect to the announcements described herein.



SOURCE: First Solar, Inc.

First Solar, Inc.United States:Lisa Morse+1-602-414-9361media@firstsolar.comEurope:Brandon Mitchener+49-6131-1443-399media@firstsolar.com

First Solar manufactures solar modules with an advanced semiconductor technology and provides comprehensive photovoltaic (PV) system solutions. By continually driving down manufacturing costs, First Solar is delivering an economically viable alternative to fossil-fuel generation today. From raw material sourcing through end-of-life collection and recycling, First Solar is focused on creating cost-effective, renewable energy solutions that protect and enhance the environment. For more information about First Solar, please visit www.firstsolar.com.

For First Solar Investors

This release contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this release do not constitute guarantees of future performance. Those statements involve a number of factors that could cause actual results to differ materially, including risks associated with the company's business involving the company's products, their development and distribution, economic and competitive factors and the company's key strategic relationships and other risks detailed in the company's filings with the Securities and Exchange Commission. First Solar assumes no obligation to update any forward-looking information contained in this press release or with respect to the announcements described herein.



SOURCE: First Solar, Inc.

First Solar, Inc.United States:Alan Bernheimer+1-602-414-9361media@firstsolar.comEurope:Brandon Mitchener+49-6131-1443-399media@firstsolar.com

die Meldung über die Erhöhung der Produktionskapazitäten (siehe #134) mit dem Bau einer neuen Fab.

LG
S.

so etwas wird evtl. morgen beim webcast bekanntgegeben... ich bin auch gespannt was es neues gibt und wie der Kurs reagiert!?

  Net sales of $2.7 to $2.9 billion Earnings Per Share (EPS) of $6.05 to $6.85 Free cash flow between $180 and $290 million (operating cash flow of $730 to $790 million) Eight production lines to be added, bringing annual or announced production capacity to 1.8GWTEMPE, Ariz., Dec 16, 2009 (BUSINESS WIRE) -- First Solar Inc. (Nasdaq: FSLR) today announced 2010 financial guidance and plans for the addition of eight production lines at its manufacturing center in Kulim, Malaysia starting production in first half 2011.

Fiscal year 2010 net sales are projected to be $2.7 to $2.9 billion, with EPS of $6.05 to $6.85. The Company plans to invest $365 million of capital to add two production plants, consisting of four manufacturing lines each. This expansion is expected to increase First Solar's annual capacity by 424 megawatts (MW), assuming the third quarter 2009 reported annual line run rate of 53 MW.

"First Solar is expanding capacity to satisfy a global contracted and advanced pipeline of over six gigawatts (GW) from 2010-2012," said Rob Gillette, First Solar chief executive officer. "In 2009 we increased our contracted North American pipeline by approximately 1.5GW, expanding our penetration in transition markets. This drives further capacity needs around a demand pool that is less volatile and more predictable than the traditional feed in tariff-based markets."

With the announced expansion in Malaysia and the previously announced two-line factory in France, First Solar expects to add 10 production lines during 2010 and 2011, increasing capacity by over 48% from current levels, bringing First Solar's annual or announced production capacity to approximately 1.8GW based on current production levels.

In 2010, First Solar forecasts net sales of $2.7 to $2.9 billion. Consolidated gross margins are expected to be 38% with operating margins at 23-24%, influenced by a mix shift to the systems business, which includes $0.6-0.8 billion of EPC/project development. Start-up expenses associated with the Malaysian expansion are projected to be approximately $25 million, and stock-based compensation is projected to be $95 to $105 million. Other assumptions include a tax rate of 15%, annual blended euro exchange rate of $1.38 (based on a 2010 spot rate of $1.40/Euro), and diluted shares outstanding of 86 to 87 million. EPS is projected in the range of $6.05 to $6.85. Total capital spending is projected to range from $500 to $550 million, including the Malaysian expansion. As a result, the Company expects to generate $730 to $790 million of operating cash flow and $180 to $290 million of free cash flow.

First Solar Inc. (FSLR US): The world’s largest maker of thin-film solar-power modules forecast revenue will climb to at least $2.7 billion next year on rising demand for renewable energy from Germany to China. That topped the average analyst estimate of $2.38 billion in a Bloomberg survey.

es wird keine neue Fab sondern "lediglich" eine Erweiterung der Produktionskapazitäten um 48% geben.
Aber immerhin, im Normalfall fallen alle Aktien nachdem ich sie gekauft habe ;)

LG
S.

@Sylvia

ich glaube, du solltest dein Englisch aufbessern... In dem Artikel steht, dass zwei neue Fabs gebaut werden. Uns zwar in Malaysia... 

aber für mich ist KLM "lediglich" eine Erweiterung, da es am selben Standort ist.
Frankreich ist ne "neue" Fab (allerdings nur ein politisches Signal).

Aber nichts desto trotz freue ich mich über meinen EK von 80,00 €.

LG
S.

dann können wir ja die alten hochs oin angriff nehmen. schön!

Ich sehe das mit den neuen Fabs in KLM keinesfalls als Nachteil. In bestehende Standorte zu investieren bzw. sie zu erweitern, ist sicher einfacher als einen komplett neuen Standort aufzubauen!? In Frankfreich wird erstmal nur für EDF produziert, d.h. die Module verbleiben zu 100% in Frankreich.

ist schon richtig KLM (und vielleicht auch später FFM?) weiter auszubauen.
Ich dachte bei #134 allerdings an eine neue Fab in einem anderen Land (somit lag ich mit meiner Meinung daneben).

LG
S.

Würdest Du jetzt noch nachkaufen?
Bin mir nach dem Anstieg von 80,00 € etwas unsicher.

LG
S.

wenn du es so siehst hast du recht... mich wundert, dass der Kurs noch unter 100€ ist!? Nachbörslich ist fslr mit 144$ rausgegangen, was bei heutigem $/€-Kurs einen Kurs von knapp über 100€ rechtfertigen sollte. vielleicht sehen wir heute noch die 105 :-)

p.s. die Fab in Deutschland ist in FFO nicht in FFM! ;-)

Hatte ich auch schon überlegt... ich lasse es. erstmal schauen wie Amiland reingeht... aber wenn Du Mut zum Risiko hast, kaufe nach! Denn unter 100€ wirst du sie später bestimmt nicht mehr bekommen...

wer soll sich das alles merken ;)

Danke für Deine Einschätzung, sehe ich ähnlich. Werde im Moment auch abwarten, heute Mittag ärgern wir uns dann (oder auch nicht)

LG
S.

trotzdem werden wohl zunächst Gewinne eingefahren. Seit 80€ ja auch gut gelaufen! Kasse klingelt!

"Blanquefort is the ideal location for our second manufacturing facility in Europe and producing there will bring us closer to the French solar market, which we believe has the potential to become one of Europe's brightest," said Rob Gillette, Chief Executive Officer of First Solar. "We look forward to deepening our relationship with France. Aquitaine has impressed us with its passion, excellent infrastructure and highly skilled workforce."

"EDF Energies Nouvelles is very proud to see the achievement of a key milestone in this strategic partnership with First Solar. Securing a competitive supply of modules will allow us to optimize and speed up the deployment of our ambitious French solar program," said David Corchia, Chief Executive Officer of EDF Energies Nouvelles. "We also believe that this will be a key catalyst in the development of a strong solar industry in France."

First Solar's manufacturing site will also include a facility for recycling solar panels, France's first such facility. First Solar operates the solar industry's first comprehensive, pre-funded collection and recycling program to encourage the recovery of its panels and re-use of materials.

About First Solar

First Solar manufactures solar modules with an advanced semiconductor technology and provides comprehensive photovoltaic (PV) system solutions. By continually driving down manufacturing costs, First Solar is delivering an economically viable alternative to fossil-fuel generation today. From raw material sourcing through end-of-life collection and recycling, First Solar is focused on creating cost-effective, renewable energy solutions that protect and enhance the environment. For more information about First Solar, please visit www.firstsolar.com

About EDF Energies Nouvelles

With operations in ten European countries and in America, EDF Energies Nouvelles is a market leader in renewable energies. With a development focused on wind energy for several years and more recently on solar photovoltaic, now a second priority avenue of development, the Group is also present in other segments of the renewable energies market: small hydro, biomass, biofuel and biogas. In addition, the Group is expanding its presence in the distributed renewable energies sector. EDF Energies Nouvelles is a 50 %-owned subsidiary of the EDF Group. Since November 2006, EDF Energies Nouvelles is listed in Euronext Paris, code "EEN", ISIN code: FR0010400143). www.edf-energies-nouvelles.com.

For First Solar Investors

This release contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this release do not constitute guarantees of future performance. Those statements involve a number of factors that could cause actual results to differ materially, including risks associated with the company's business involving the company's products, their development and distribution, economic and competitive factors and the company's key strategic relationships and other risks detailed in the company's filings with the Securities and Exchange Commission. First Solar assumes no obligation to update any forward-looking information contained in this press release or with respect to the announcements described herein.

1 At an assumed exchange rate of EUR 1.00 = $1.50.

"Solar is the great untapped resource in California, and we are pleased to be part of this significant milestone for solar development in our state," said Marc Ulrich, SCE vice president, Renewables and Alternative Power. "Bringing this power to the grid helps SCE maintain its position as the nation's leading utility for renewable energy."

"California, as it has in many arenas, is leading the way in encouraging large-scale clean energy sources," said David Crane, NRG Energy President and CEO. "NRG, through our association with pioneers like First Solar and forward-thinking companies like SCE, seeks to help clean our air while stocking our country's clean energy economic growth through commercial implementation of solar technology."

First Solar expanded its offerings in California in 2008. The Blythe plant is a model for First Solar's future large-scale solar developments. "The development, project finance and construction of this solar plant demonstrate First Solar's capabilities in utility scale projects," said Bruce Sohn, president of First Solar. "With a three-month build-out, we are pleased to be bringing it online ahead of schedule."

Using First Solar's industry-leading thin film PV panels that convert sunlight directly into electricity with no water consumption during operation, the Blythe plant will generate over 45,000 megawatt-hours of clean, affordable, sustainable electricity per year. This solar generation will avoid approximately 12,000 metric tons of carbon dioxide emissions annually - the equivalent of taking over 2,200 cars off the road. First Solar will provide operations and maintenance services at Blythe under a long-term contract with NRG.

About NRG

NRG Energy, Inc., a Fortune 500 company, owns and operates one of the country's largest and most diverse power generation portfolios. Headquartered in Princeton, N.J., the Company's power plants provide more than 24,000 megawatts of generation capacity--enough to supply more than 20 million homes. NRG's retail business, Reliant Energy, serves more than 1.6 million residential, business, commercial and industrial customers in Texas. A past recipient of the energy industry's highest honors--Platts Industry Leadership and Energy Company of the Year awards, NRG is a member of the U.S. Climate Action Partnership (USCAP), a group of business and environmental organizations calling for mandatory legislation to reduce greenhouse gas emissions. More information is available at www.nrgenergy.com.

NRG Solar is NRG's subsidiary company responsible for developing, constructing, financing and operating a multi-technology portfolio of solar power assets in North America. Blythe is part of NRG's solar strategy that also includes plans to construct commercial-scale solar thermal generation at sites in California and New Mexico. The first of these units is anticipated to begin operating as early as 2011.

About First Solar

First Solar manufactures solar modules with an advanced semiconductor technology and provides comprehensive photovoltaic (PV) system solutions. By continually driving down manufacturing costs, First Solar is delivering an economically viable alternative to fossil-fuel generation today. From raw material sourcing through end-of-life collection and recycling, First Solar is focused on creating cost effective, renewable energy solutions that protect and enhance the environment. For more information about First Solar, please visit www.firstsolar.com.

For First Solar Investors

This release contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this release do not constitute guarantees of future performance. Those statements involve a number of factors that could cause actual results to differ materially, including risks associated with the company's business involving the company's products, their development and distribution, economic and competitive factors and the company's key strategic relationships and other risks detailed in the company's filings with the Securities and Exchange Commission. First Solar assumes no obligation to update any forward-looking information contained in this press release or with respect to the announcements described herein.

NRG Safe Harbor Disclosure

This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Such forward-looking statements are subject to certain risks, uncertainties and assumptions and include NRG's expectations with respect to solar development and typically can be identified by the use of words such as "will," "expect," "estimate," "anticipate," "forecast," "plan," "believe" and similar terms. Although NRG believes that its expectations are reasonable, it can give no assurance that these expectations will prove to have been correct, and actual results may vary materially. Factors that could cause actual results to differ materially from those contemplated above include, among others, hazards customary in the power industry, general economic conditions, permitting and regulatory obstacles, construction delays, and changes in government regulation of environmental emissions.

NRG undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. The foregoing review of factors that could cause NRG's actual results to differ materially from those contemplated in the forward-looking statements included in this news release should be considered in connection with information regarding risks and uncertainties that may affect NRG's future results included in NRG's filings with the Securities and Exchange Commission at www.sec.gov.

Photos/Multimedia Gallery Available: www.businesswire.com/cgi-bin/mmg.cgi?eid=6124823&lang=en

Bei dem Tempo der Fertigungsausweitung, die First Solar hinlegt, muß doch auch die Nachfrage nach Tellurid steigen. Alleinlieferant ist die kanadische Firma "5 N Plus". Die 5 stammen von den 99,999 % Reinheit, die das Unternehmen bei dem Rohstoff erzielt. Eine Anlage in Aktien dieses Unternehmens dürfte sich bezahlt machen.