Q-Cells , der Solarzellenriese
Solarwerte,Hauptbrennpunkt Öl/Iran.
rapido
Bei der Kursexplosion kommen die sicher nochmal zurueck. Das grenzt jetzt schon an Hysterie. Obgleich ich auf laengere Sicht noch hoehere Kurse gerechtfertigt sehe.
Gruss, Kralle
Denke, ein Verkaufs-Limit von 7-8% ist nun angemessen - aber es kommt eh alles anders, als man denkt ...
Pflichte Dir aber grundsätzlich bei: Die Wachstumsperspektive von Q-Cells ist absolut intakt !
Fakt: TH 72,68 F,SK 71,80 F
70,63/71,17 22:42 L&S
Ölpreis bei 66.7
nf
Wir haben jetzt innerhalb 3 Monate 100% Kurssteigerung gesehen und ich denke dass das ganze nimmer so gesund ist.
hab ich gestern (leider!!!) in der kurzen Schwächeperiode zu 65,65 schon verkauft. hatte bei zeichnung auch leider nur 25 stück bekommen. Bin aber mit meinen ca.75% auch zufrieden.
Zitat:
Presse: Fonds investieren in Q-Cells
23.01.06 11:00
Einem Zeitungsbericht zufolge ist die US-Fondsgesellschaft Fidelity neuer Großaktionär bei Q-Cells. Wie der "Tagesspiegel" (Samstagsausgabe) berichtet, haben große Publikumsfonds in der Nacht zum Freitag 4,8 Millionen Aktien und damit rund 13 Prozent aller Anteile des Solarzellenherstellers für knapp 330 Millionen Euro gekauft. Rund die Hälfte ging an Fidelity, der Rest überwiegend an europäische Fonds, hieß es unter Berufung auf Finanzkreise. Finanzvorstand Hartmut Schüning sagte dem "Tagesspiegel", der Einstieg dieser großen Player zeige Vertrauen in die Entwicklung der Firma mit Sitz in Sachsen-Anhalt. "Das finden wir sehr positiv."Den Angaben zufolge stammen die Aktien vom Finanzinvestor Apax, der seine Beteiligung von knapp zwölf Prozent auf etwa zwei Prozent reduziert habe. Zwar liege der Verkauf eigentlich noch innerhalb der Haltefrist von sechs Monaten nach Börsengang. Doch hätten sich der Finanzinvestor Apax und drei Alt-Aktionäre bereit erklärt, wegen der Marktnachfrage vorzeitig Aktien abzugeben, hieß es. Nach Ende der Haltefrist im April dürfte auch der restliche Anteil zum Verkauf stehen und Apax-Manager Christian Reitberger sein Aufsichtsratsmandat niederlegen, so der Tagesspiegel weiter. Weitere verkaufte Anteile stammen Finanzkreisen zufolge von drei Adressen ebenfalls aus dem Umfeld des Aufsichtsrats: von der TVVG Solarbeteiligungen, die von Q-Cells-Aufsichtsratschef Thomas van Aubel beherrscht wird, von Pluto Solarbeteiligungen, die von dessen Ehefrau beherrscht wird, sowie von der IBG Beteiligungsgesellschaft des Landes Sachsen-Anhalt, die den stellvertretenden Aufsichtsratschef Dinnies-Johannes von der Osten stellt.
Quelle: BoerseGo
By Andrew Dewson
Published: 31 January 2006
Apax Partners, a London and New York-based private equity and venture capital firm, has made a 27-fold return on its 22-month investment in the German solar power cell company Q-Cells, after selling all but 0.5 per cent of its stake in the business at €68 per share.
Apax's return, €280m (£190m) after costs and net of its original investment, is the largest single capital gain made by a European venture capital firm since the dot.com boom. It beats the $300m (£170m) return Index Ventures made on the $4.1bn sale of Skype to eBay in September.
The return made by Apax also shows the renewed investor interest in technology, particularly technology with an environmental bent. Q-Cells is the world's largest quoted solar power cell company, with a market capitalisation of €3.1bn.
Apax originally invested €11.5m in the company in a third round of venture funding in March 2004.
The company subsequently raised €313m by floating on the Frankfurt Stock Exchange in October 2004, in an initial public offering that was 40 times oversubscribed.
Apax sold 10 per cent of its stake at the IPO, giving it an initial 16 times return on its investment.
Christian Reitberger, a partner in the Munich office of Apax Partners, who led the investment in Q-Cells, said: "The solar cell and associated technologies sector is booming and is providing long-term growth rates of about 25 per cent.
"Selling this stake was suggested to us by the company and investors in order to reduce the stock's volatility, and for us it provided an easy exit."
Q-Cells has recently been given a boost by plans announced by the California state government to invest $3bn into creating three gigawatts of energy from renewable solar energy over the next 10 years.
"These plans were well-known in the industry," Mr Reitberger said, "but they seem to have come as a complete surprise to the mutual fund industry, where most of the demand for Q-Cells shares has come from."
As part of the floatation Apax had agreed to a lock-up period which was not due to end until April, unless an early sale was agreed by the investment banks Citigroup and Dresdner Kleinwort Wasserstein.
Both banks agreed to waive the lock-in period and led the sale to institutional investors, including the fund management group Fidelity.
The Frankfurt market is home to most of the large European renewable energy stocks, as the country has been at the forefront of research into the sector.
Apax Partners, a London and New York-based private equity and venture capital firm, has made a 27-fold return on its 22-month investment in the German solar power cell company Q-Cells, after selling all but 0.5 per cent of its stake in the business at €68 per share.
Apax's return, €280m (£190m) after costs and net of its original investment, is the largest single capital gain made by a European venture capital firm since the dot.com boom. It beats the $300m (£170m) return Index Ventures made on the $4.1bn sale of Skype to eBay in September.
The return made by Apax also shows the renewed investor interest in technology, particularly technology with an environmental bent. Q-Cells is the world's largest quoted solar power cell company, with a market capitalisation of €3.1bn.
Apax originally invested €11.5m in the company in a third round of venture funding in March 2004.
The company subsequently raised €313m by floating on the Frankfurt Stock Exchange in October 2004, in an initial public offering that was 40 times oversubscribed.
Apax sold 10 per cent of its stake at the IPO, giving it an initial 16 times return on its investment.
Christian Reitberger, a partner in the Munich office of Apax Partners, who led the investment in Q-Cells, said: "The solar cell and associated technologies sector is booming and is providing long-term growth rates of about 25 per cent.
"Selling this stake was suggested to us by the company and investors in order to reduce the stock's volatility, and for us it provided an easy exit."
Q-Cells has recently been given a boost by plans announced by the California state government to invest $3bn into creating three gigawatts of energy from renewable solar energy over the next 10 years.
"These plans were well-known in the industry," Mr Reitberger said, "but they seem to have come as a complete surprise to the mutual fund industry, where most of the demand for Q-Cells shares has come from."
As part of the floatation Apax had agreed to a lock-up period which was not due to end until April, unless an early sale was agreed by the investment banks Citigroup and Dresdner Kleinwort Wasserstein.
Both banks agreed to waive the lock-in period and led the sale to institutional investors, including the fund management group Fidelity.
The Frankfurt market is home to most of the large European renewable energy stocks, as the country has been at the forefront of research into the sector.
90-95€ könnten noch drin sein,aber jetzt einsteigen lohnt sich nur
für wirklich langfristige Investoren.
mfg nf
aber-
Immo Quadratur des Kreises -Fonds steigen ein,wo's am besten läuft,
und am besten läufts da,wo große Investoren(u.a. Fonds) einsteigen.
Also ein Herdentrieb im Großformat.Nix gegen Solar,aber man kann es
auch übertreiben.
mfg nf