SATCON ein neuer stern
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Wertpapier: Satcon Technology |
SatCon Technology (NASDAQ:SATC) has a potential upside of 78.6% based on a current price of $2.66 and an average consensus analyst price target of $4.75.
Kann mal einer erklären warum die so abschmierte?
@From Holland
BM nicht bekommen?.....
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Wertpapier: Satcon Technology |
Leider ist jetzt aktie unsicher ein zu schätzen - aber mann liebt die Technolgie von satcon oder nicht......
da wird die "Liebe" zu Satcon stark geprüft...
daher SL gesetzt.
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war kurzes Gastspiel.....
So groß ist meine Liebe zu einer Aktie nun doch nicht....SL ausgelöst....schade....
Wiedereinstieg 2,2$........oder guten News.
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Wertpapier: Satcon Technology |
Includes 25 MW Project Near Sacramento and One of the Largest Rooftop Solar Installations in North America
BOSTON--(BUSINESS WIRE)--Satcon Technology Corporation® (NASDAQ CM: SATC), a leading provider of utility-scale power conversion solutions for the renewable energy market, today announced that it has been selected by Constellation Energy (NYSE: CEG) for 65 megawatts (MW) of photovoltaic power projects across the United States. The installations feature a variety of different panel technologies (thin film, polycrystalline) and array types (ground mount, rooftop) and will utilize Satcon inverters.
The largest of these solar power projects is for an aggregate 25 MW of ground mounted PV power plants located near Sacramento, California. These advanced utility-scale facilities feature twenty-five Satcon PowerGate Plus 1 MW inverters. Constellation Energy will own and operate the systems and sell the electricity generated from them to the Sacramento Municipal Utility District (SMUD) under ten, 20-year power purchase agreements. Belectric, Inc. is the engineering, procurement and construction contractor for the project which is anticipated to be commercially operational by the end of 2011.
In addition to the Sacramento installations, Satcon has also been selected for a 5 MW rooftop system, which, when complete, will be one of the largest rooftop PV installations in North America. The system will use thirteen Satcon PowerGate Plus 500 kW inverters and is expected to generate approximately 6,362 megawatt-hours (MWh) of electricity each year.
The remaining Constellation Energy systems will use Satcon PowerGate Plus 500 kW or Equinox 500 kW inverters, part of Satcon’s industry leading portfolio of utility-scale power conversion solutions with over 2 gigawatts (GW) sold worldwide, the world’s most widely deployed large-scale solar solutions.
“We believe that system design should always be based on customer needs and the requirements of the site,” said Ron Melchior, Vice President of Renewable Energy for Constellation Energy's retail business. “Satcon’s technology and ability to tailor each power conversion solution to each installation made them the logical choice for these solar power projects.”
“These 65 megawatts of solar power installations across the U.S. demonstrate the strong growth we are seeing in the North American utility-scale solar power market,” said Steve Rhoades, Satcon's President and Chief Executive Officer. “We look forward to working closely with Constellation now and in the future to drive further penetration of utility-scale solar power in North America.”
Werde mal abwarten......irgendwo muß da ein Haken sein ......ausser der hohen shortquote..
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Wertpapier: Satcon Technology |
SatCon Technology has a market cap of $273.8 million and is part of the technology sector and electronics industry.
Satcon Technology Corporation provides a suite of utility grade power conversion solutions and services for commercial and utility scale renewable energy installations and distributed energy markets in the United States and internationally.
TheStreet Ratings rates SatCon Technology as a hold. The company's strengths can be seen in multiple areas, such as its robust revenue growth, impressive record of earnings per share growth and compelling growth in net income. However, as a counter to these strengths, we also find weaknesses including weak operating cash flow and poor profit margins.
In total, the utilities analyzed reported that they added 561MW of new solar capacity in 2010, which is an increase of 100% in comparison to the figures submitted in 2009. Pacific Gas and Electric Company (PG&E), based in northern California, topped the leader board, adding a total of 157MW of solar energy to the grid last year.
East Coast utilities Florida Power & Light Company (FPL) and Public Service Electric & Gas Company (PSE&G) came second and third in the power added rankings. The highest placed cooperative utility on the list, Tri-State Generation and Transmission Cooperative Association (Tri-State), which is based in Colorado, came sixth, adding a total of 30MW of solar in 2010.
On a watts-per-customer basis, municipal utility, Silicon Valley Power in Santa Clara came top, followed by PSE&G and Hawaiian Electric Company.
The data recorded by the 2010 Utility Solar Rankings report identifies that a growing number of solar projects are centralized, and that more utilities are choosing to own their own solar capacity, rather than relying largely on purchasing solar from independent power producers.
The 2010 Utility Solar Rankings report contains additional details about the total solar capacity of US utilities, rankings by regions, geographical diversity and other utility solar trends.
Ahnung warum die so unter die Räder kommen?
Das sind ja Kurse...Mann-o-Mann. Bei denen wird ja ein Zusammenbruch des Solarmarktes eingespeist...
kein Boden zu sehen!
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Wertpapier: Satcon Technology |
http://boerse.ard.de/content.jsp?key=dokument_539834
ist eher der allgemeinen Marktschwäche + der Solarmarktschwäche in Europa geschuldet, denn da macht Satcon ja auch jede Menge Umsatz.
Die Solarrichter isnd aber trotudem eine interessante Nische im PV Markt, da die Zahl der Anbieter doch überschaubar ist und bis jetzt gibt es auch noch keine chinesischen (Billig)Anbieter dort...:-)
note: At March 31, 2011, the company's backlog, which consists of purchase orders from its customers, was $72.2 million. Backlog from North America represented 78.5% of orders to be delivered. Asia contributed 14.7%, while Europe contributed 6.8%.
"We continue to see increasing demand for our utility scale PV inverter solutions in North America and Asia," said Rhoades. "For the second quarter of 2011 we believe the markets in North America and Asia will remain strong and that Germany and Italy will define their long-term FIT strategies. We expect Q2 revenue to be in the range of $50 to $60 million."
Innovators within the technology sector show the arrival of new investor attention. Growth within technology industry equities has been 28.7% for the past year, and expectations are looking forward to 7.4% growth for the industry in 2011. With the hope of the global economy recovering and the GDP looking forward to economic fundamental growth, this sector proves promising. S&P analysts have a positive fundamental outlook on the Industrials sector due to expected sales benefits from a gradually improving global economic picture, most notably from rising emerging market exposure, as well as from continued worldwide inventory restocking and ongoing global infrastructure spending.
World Street Fundamentals has highlighted Satcon Technology Corporation because it is a clean energy technology provider of utility grade power solutions for the renewable and distributed energy markets. The Company delivers power conversion solutions and system design services for large-scale renewable energy plants. Satcon's products are utilized by businesses and utility companies to convert renewable energy sources into electrical power. It also offers system design services and solutions for management, monitoring, and performance measurement.
•SatCon Technology Corporation (NASDAQ: SATC) provides a suite of clean tech utility grade power conversion solutions along with services for both commercial and utility scale renewable energy installations and distributed energy markets. SatCon Technology Corporation recently announced an order from Constellation Energy Group Inc. to supply power inverter equipment for 65 megawatts worth of solar power projects. Moreover, SATC also recently garnered the number one market share position in the North American solar inverter market. Menawhile and for 1Q2011, SatCon Technology Corporation saw a 321% increase in revenue from $14.7 million for 1Q2010 to $62 million and a net loss of $2.1 million verses $77.2 million for the same period last year. SatCon Technology Corporation recently rose $0.09 or 4.52% to $2.08 and has a 52 week trading range of $1.98 to $5.51 a share
Der nach Angaben der Wirtschaftsagentur Bloomberg reichste Japaner startet eine Solaroffensive.
Milliardär Masayoshi Son, der sein Vermögen in der Telekommunikationsbranche machte, will angesichts der Atomkatastrophe in Fukushima die Energieversorgung der noch immer drittgrössten Volkswirtschaft der Welt auf Solarenergie umstellen.
Der 53jährige Spitzenmanager der Softbank Corporation (siehe Bild) plant den Bau riesiger photovoltaischer Solaranlagen in zumindest 33 der 47 Präfekturen Japans. Dafür will er sich aber den Zugang zu jenem Teil der japanischen Wirtschaft sichern, den er aus der ihm eigenen Telekommunikationsbranche bestens kennt, zum nationalen Stromnetz nämlich.
Mit der japanischen Regierung hat sich Son bereits ins Vernehmen gesetzt und zumindest in einer Hinsicht scheint Übereinstimmung zu bestehen. Denn Premierminister Naoto Kan sagte im Mai, er wolle die geplante Erhöhung des Anteils Nuklearstrom an Japans Gesamtverbrauch von einem Drittel auf die Hälfte überdenken. Erneuerbare Energien tragen derzeit nur rund zehn Prozent zum Total bei, mit seiner Initiative will Unternehmer Son diesen Anteil bis ins Jahr 2020 verdreifachen.
Der Sohn koreanischer Eltern, von Ausbildung her ein Jurist, macht sich erst seit Fukushima stark für die Erneuerbaren Energien – angesichts der Evakuierung von mindestens 50'000 Haushalten aus einem Gebiet, das flächenmässig fast jenes des Kantons Zürich erreicht.
Die solare Rechnung ist noch nicht im Detail gemacht – aber nach Angaben der Nachrichtenagentur Bloomberg könnte der Photovoltaik-Plan wie folgt aussehen: Nutzung eines Teils der 540'000 Hektaren bislang landwirtschaftlich schlecht oder gar nicht genutzter Fläche. Die würden gemäss Berechnungen von Solarmedia ausreichen, insgesamt Kapazitäten von 150 Gigawatt zu erstellen (zum Vergleich: die aktuelle Weltkapazität erreicht deren 40 Gigawatt).
Dem äusserst erfolgreichen Unternehmer Son trauen offenbar Viele zu, ein solch gigantisches Projekt zu stemmen. An den Finanzen dürfte es nicht liegen, denn Son’s Anteil an der Firma Softbank wiegt rund sieben Milliarden Franken schwer. Softbank soll abgesehen davon künftig einen Teil der Erträge in Milliardenhöhe für solare Infrastrukturprojekte zur Verfügung stellen – und zusammen mit ähnlichen Finanzmitteln weiterer grosser japanischer Konzerne wären selbst die Mittel für das gigantische Projekt aufzubringen.
Ein gangbarer Weg wäre dabei die Erstellung von jährlich 10 Solarfarmen mit einer Kapazität von je 20 Megawatt. Fünf Jahre bräuchte das dann, um ein Gigawatt zu erreichen – so sähe das Ganze wesentlich bescheidener aus. Im Vergleich zu den heutigen Verhältnissen in Japan aber immer noch ein Riesenfortschritt.
Parallel zu einer Realisierung sollten gemäss Ministerpräsident Kan die Kosten für photovoltaisch erzeugten Strom bis 2020 auf einen Drittel des heutigen Niveaus sinken, bis 2030 gar auf einen Sechstel. Dabei sollen auch Solaranlagen auf zehn Millionen Hausdächern realisiert werden. Das wäre dann die gute Botschaft für die ganze Welt – denn mit der japanischen Solarinitiative würde Photovoltaik von der teuersten zur billigsten Art der Stromerzeugung.
und nun im minus mit 0,5%
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Wertpapier: Satcon Technology |
Analysts at Fitch Ratings argue that solar technology will form an increasingly large part of Germany’s power generation mix following the country’s surprise announcement claiming it will shut down all nuclear reactors by 2022. Solar power in Germany has been growing considerably due to the country’s Feed-in tariff introduced by the German Renewable Energy Act.
In the US, the Obama Administration has made it clear that green technologies such as wind and solar power will create the American jobs of the future. “I don’t want the new breakthrough technologies and the new manufacturing taking place in China and India,” Obama said at a recent clean energy event. “I want all those new jobs right here in the United States of America, with American workers.”
Most of these installations will probably take place in China, according to a report released six months ago by a HSBC research team that traveled to China.
In the report, HSBC said that the country was on track to outstrip its own aggressive government targets for clean energy, solar energy included, by 50 percent in 2015. By 2020, HSBC expects China to install about 20 gigawatts of solar power facilities.
Solar Demand Wanes as Production Amps Up
While interest in the solar industry is at a new high, it's a different story for the companies trying to make a profit from solar power.
The outlook isn't sunny. Surprisingly, demand for modules and other parts is slowing just as production capacity is ramping up.
Shares in some of the world's leading solar manufacturers like First Solar (Nasdaq: FSLR) and Trina Solar (NYSE: TSL) fell by about 10 percent this year, due to concerns about oversupply and falling prices. .
And rightly so…
GTM Research estimates that industry production capacity for solar modules will increase by 115 percent this year and 134 percent in 2012, due to Chinese manufacturers increasing production.
This is leading to a supply glut of solar components and tumbling prices. For example:
According to Credit Suisse analysts, prices for solar panels dropped by about 17 percent in just the past five months.
Executives at solar module manufacturing companies such as Trina and JA Solar (Nasdaq: JASO) speak of constant pressure on margins.
Prices for the inverters that connect the panels to the grid also slipped, so inverter companies like Power-One (Nasdaq: PWER : 8.1, 0.14) also issued earnings warnings.
The Bright Side to Solar Power Doom and Gloom
Of course, there's a bright side to all this doom and gloom among solar companies.
The falling cost of solar power is hastening progress towards the elusive goal of grid parity. This, in turn, may actually create a larger global market for the solar industry. A market that does not rely on government subsidies.
Rob Gillette, the CEO of First Solar, spoke about a sunny outlook and a market where government subsidies aren't needed. He said, "At that point, we move from a 65,000-megawatt market to a 1.7-million-megawatt market opportunity."
Of course, grid parity isn't a universal point reached simultaneously around the globe. It'll vary from location to location.
For example, with its recent nuclear problems and expensive electricity prices, Japan could be a viable market for solar power.
But for right now, solar power is still a long way from taking the workload off of fossil fuels and nuclear power for electricity generation.
For solar power companies, this move towards grid parity through plunging prices means it'll come down to Darwin's theory… There will be a fight for market share and only the strongest will survive.
Look for a period of consolidation in the solar industry, where companies disappear or are bought out by stronger competitors. A few years down the road, we'll see fewer solar companies in existence, with strong survivors like First Solar still around.
Good investing,
Tony D'Altorio
The above story is the opinion of the author only and it does not reflect iStockAnalyst opinion. Further, the author is not personally advising you regarding the suitability of the story for your investment needs. In no event iStockAnalyst will be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from or arising out of, or in connection with the use of this information. Please consult your investment advisor before making any investment decision.
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