q-cells - short gehen auf absehbare zeit

nachdem solarworld für short positionen nicht mehr so interessant ist, nach dem rutsch unter 50 euro, bietet sich nun q-cells an:
q-cells hat die 50 euro angetestet, als auch der dax die 7000 testete. nun kann man davon ausgehen, auch wenn der große einbruch von gestern, heute ein wenig korrigiert wird, das sich q-cells analog zu solarworld erstmal einer soliden basis zwischen 37 und 41 euro annähern wird. in den nächsten handelstagen wird deshalb wahrscheinlich schrittweise ein wenig runtergehen.

schöne grüße,

DE000DB169A8 q-cells put 45.00

 

schöne grüße an alle investierten!  

 

37,50 EUR --> (offenes Gap)

Dann Rebound auf 44 EUR (Gap heute Morgen geoeffnet)

Nur meine Meinung  

Kommentar:

Moser Bear wird immer mehr zum Technologieentwickler im Hightechbereich.
Nach der Entwicklung von eigenen Prozessen zur Herstellung von Blueray Datenträgern, versucht dieser Gigant nun zusätzliche Geschäftsbereiche ausserhalb der optischen Datenträger erfolgreich zu gründen. Unter anderem im Solarbereich wo MoserBear nun in Zusammenarbeit mit Applied Materials die Weltweit größte Thin Film Solar Fabrik zur Herstellung der Weltweit größten Solarzellen aufbauen wird ( in Indien !!).



Auszug:
       
Moser Baer to set up the world’s largest Thin Film Solar Fab
Monday, March 05, 2007



 *To set up capacities of 200 MW by 2009
 *Enters into a technology partnership with Applied Materials, Inc., USA
 *To invest over $250 mn over the next three years in thin film technology, the first large investment in the photovoltaic sector as per the recently announced IT policy



New Delhi – 05th March 2007: Moser Baer today announced that it will set up the world’s largest Thin Film solar fab to achieve new cost benchmarks. The company has entered into a technology partnership with the US based Applied Materials, Inc, the global leader in nano manufacturing technology solutions for the electronics industry. This enables Moser Baer to have a first mover advantage in the manufacture of large area Thin Film modules. This investment should qualify for government incentives under the recently announced IT and semiconductor policy.

Thin film solar modules are ideal for energy farms, rural applications and Building Integrated Photovoltaic markets. Photovoltaic modules based on large area Thin Film technology bring cost parity between solar generation and grid power. According to market estimates, the Thin Film based solar modules will see large emerging applications and a robust demand that is expected to grow ten fold; from 250 MW currently to 2GW with a market size of $5 bn by 2010.
[..]

Quelle:
http://www.moserbaer.com/newsroom_pressreleases.asp




Auszug:

Applied Materials Selected by Moser Baer to Deliver World's First Gen 8.5 Thin Film Solar Production Line

SANTA CLARA, Calif.--(BUSINESS WIRE)--Applied Materials, Inc. today announced that it has been selected by Moser Baer India Limited to develop and install in New Delhi, India, the world’s first Generation (Gen) 8.5 Thin Film Solar Module Production Line. This first Gen 8.5 line will manufacture photovoltaic solar modules using ultra-large 5.7m2 substrates (2.2m x 2.6m). These glass panels, which are four times bigger than today’s largest solar panel substrates, are expected to drive down panel production costs and help reduce the overall cost of solar electricity.

“This contract represents a significant collaboration between companies in the U.S and India to establish the first truly modern solar facility in India using semiconductor manufacturing processes,” said Mr. Ravi Khanna, CEO, Moser Baer Photo Voltaic Business. “We are focused on developing and manufacturing innovative products that are intended to significantly reduce electric power and utility costs and provide a cost-effective option for clean renewable energy. In light of its extensive experience in providing process expertise to chipmakers and large area substrate manufacturing technology to the flat panel display industry, we are confident Applied Materials can help us rapidly realize our plan to get to a 200 megawatt factory by 2009.”

Applied’s Thin Film Solar Module Production Line is expected to be delivered in the second half of calendar 2007. Applied’s contract with Moser Baer is for a fully-integrated production line including CVD(1), PVD(1), laser scribing, factory software, automation and other supporting technologies required to establish a solar panel manufacturing facility with a rated initial capacity of 40 megawatts per year. Applied’s Gen 8.5 Line is designed for flexibility because production output can be configured for final product sizes from 1.4m2 to 5.7m2. Current thin film production lines are configured for panel sizes limited to dimensions less than 1.5m2.

“This contract heralds Applied’s entry into the delivery of full production lines to solar customers — and signals a critical milestone for the solar industry in the drive to reduce the cost of solar cells by using larger substrates,” said Mark Pinto, senior vice president and general manager of Applied’s New Business and New Products Group. “We are excited to have this contract from Moser Baer; their extensive experience in high volume manufacturing will be key to enabling cost reduction. India holds tremendous potential both as a worldwide hub for solar panel production and as an end market for photovoltaic electric power.”
[..]

Quelle:

http://home.businesswire.com/portal/site/...47561197&viewID=news_view




SeeYa
DieWahrheit  

sie hat sich trotz der mießen Stimmung jetzt dennoch auf 45,45EUR aufgerafft. Q-Cell hat im Gegensatz zu den anderen Solarwerten gestern schon die Federn gelassen >7%  

21.03.2007 10:59Anteilsscheine von Q-Cells können aktuell um 2,1 Prozent zulegen und damit die Spitze der Gewinnerliste im TecDAX erklimmen. Weitere Top-Gewinner sind mit Aufschlägen von 0,9 bis 1,4 Prozent Wirecard, Kontron, Software AG und Tele Atlas.  

Wenn erst der Höchststand von 51,56 im Febuar geknackt wird,gehts wohl bis an die 60 €.  

Anteilsscheine von Q-Cells und Software AG können aktuell um 3,4 Prozent Xetra bzw. 2,9 Prozent zulegen und damit die Spitze der Gewinnerliste im TecDAX erklimmen.