Solar Millennium vor dem Durchbruch ?

bin bei dem nordex scheinchen auch dabei

 

danke für die wkn, ulm

 

http://www.solarmillennium.de/presse/meldungen/..._28-bauauftrag.html  

will. Hier braucht man wirklich Nerven wie Drahtseile. Komplett den Tagesgewinn wieder abgegeben. Ich werd hier wohl meine Tradingposition beim nächsten kleineren Anstieg glattstellen. Und dann steig ich irgendwo über 21? wieder ein. Bin echt genervt. Jede noch so gurkige Solaraktie aus D rennt und rennt (und das obwohl sie im Vergleich zur chinesischen Konkurrenz bereits richtig teuer ist), aber eine Solarthermie-Aktie mit theoretisch deutlichem Aufwärtspotential im Gegensatz zur PV-Aktie eiert nur so rum.  

wird halt gar nicht von den politische Entwicklungen in Deutschland betroffen, die die anderen Regenerativen so wie etwa Nordex heute begünstigt haben. Ich wundere mich vielmehr, dass SM immer so mitgezogen wird, wenn Photovoltaik-Titel und dergleichen anziehen, weil sich in Deutschland ein Wandel der Energiepolitik abzeichnet. Da verhält der Markt sich nicht gescheit.

die garantie kommen.  

Das sehe ich nicht ganz so, denn SM wird langfristig auch deutlich von dem Geisteswandel profitieren. Allein die Desertec-Initiative wird nun Unterstützung von allen Seiten bekommen. Der Strom aus der Wüste ist nicht mehr Zukunftsvision sondern konkretes Projekt. Wenn SM den jetzigen Auftragsbestand abgearbeitet hat werden sich hier evtl. schon Folgeaufträge ergeben.

 

hoffentlich hast du den nordex schein über nacht gehalten. die haben vorhin eine ke angekündigt. da wird es morgen bergab gehen.
ich habe heute meinen kompletten nordex bestand verkauft. war nach s2m meine zweitgrößte einzelposi. 70 % plus. nach steuer immer noch über 50 %.
ich zahle gern, wenn ich darf ;-)
schaltbau habe ich bei über 60 auch mit einem ordentlichen gewinn (20 ? je aktie) verkauft.
bei s2m erhoffe ich mir mindestens 100 %. ich denke, das wird klappen. blythe und deine garantien!!! wir kommen. nach der vergabe der garantieen stehen wir bei 28; wenn eine solide finanzierung dabei rauskommt dann sind wir bei 35 und wenn ein gewinn von 75 mio angekündigt wird stehen wir bei 45.  

Zuletzt hatten sie geraten einzusteigen, wenn der Kurs  Richtung 15 Euro nachgibt. Darauf hatte ich sofort geschrieben, dass dies nicht mehr passieren wird. So war es auch. Jetzt sagen sie voraus, dass als nächstes die Hürde von 20,00 Euro genommen wird. Dem kann ich nur zustimmen. Aber warum lautet die Empfehlung jetzt nur noch halten?

http://www.finanznachrichten.de/...n/solar-millennium-ag.asp#19762964

 

gleich 45 ?? Wäre auch mit 28? zu frieden. Sollte es mehr werden, dann sag ich bestimmt nicht nein ;-)) Ich vermute es kommt ganz anders als viele vermuten und spekulieren. Hoffe die Endtäuschung ist dann nicht all zu groß, wenn es nur 28 ? werden. Schaun wir mal wie & was kommt. Hoffendlich wir müssen auf die Zusage/Bestätigung der Loan Guarantees nicht bis Mitte/Ende Mai-Juni warten.  

sorry,
ich bin noch ganz euphorisch von meinen nordex gewinnen. vor japan krebsten diese noch bei unter 6 und zwei wochen später gibt es kurse die mehr als 50 % höher sind.

du hast recht.
28 wären auch schon was.
aber: ich glaube, wenn es einmal abgeht, dann richtig.
aber: man sollte auch mal gewinne mitnehmen.
nur realisierte gewinne sind gewinne!
und wir s2m-aktionäre haben noch einiges aufzuholen.  

nachtrag: und 28 wären - zumindest bei meinen durchschnittseinstiegskursen - auch schon 50 % plus vor steuer.  

 

The nuclear tragedy in Japan and the disturbing upheaval in Libya and the Middle East have dominated the headlines, but it also serves as a haunting reminder that America's own energy security may be in peril unless we accelerate efforts to more fully develop energy alternatives that are reliable, safe and sufficient to meet our future needs.

Achieving energy independence has been a laudable but daunting goal since the first energy crisis in 1979. Fortunately, the Obama administration and Congress have embraced policies intended to spur investment and development in renewable energy projects, but it will take a major effort by the private sector and the support of government at all levels.

The private sector is doing its part. They have invested heavily in new, innovative technologies, assembled the engineering and technical support, arranged the necessary financing, and have been engaged at all levels to secure the Federal and local permitting and ultimately the requisite utility and distribution outlets.

Solar Trust of America (STA) is one of many American companies that are investing millions and utilizing proven technology to achieve California's ambitious goal of 33 percent renewable energy by year 2020. Such goals are unlikely without private-public collaboration.

It is our job to harness the solar potential in areas like STA's thermal solar project site near Blythe in Southeastern California, utilizing our parabolic trough technology that will ultimately produce 1,000 megawatts of bankable electricity that is sufficient to supply 300,000 households with electricity, avoiding over 2,000,000 tons of carbon dioxide emissions.

Our business model is unique in that it encompasses the entire American-based supply chain that involves engineering and technology specialists, financing through private equity funds, creating new demands for steel and other metals, project development and construction of the facilities, and management and operation of the plants.

Finally, it is a job producer. The first two of our four MW Blythe plants will employ 1,000 union construction jobs, another 7,500 supply chain jobs throughout the country, 100 on-going plant operations and post construction positions and, of course, the residual economic benefits to the local communities.

What is the government's role and how can it partner with STA and other companies to achieve these goals? Congress previously authorized a renewable energy loan guarantee program which is vital to securing the necessary financing to build large scale, sophisticated solar power plants and other renewable projects.

Without it, U. S. companies will be confronted with the sudden reversal of a national policy that two years ago encouraged them to invest in energy alternatives. Our Blythe plant is one of several major solar projects that has advanced through a diligent DOE review process for over a year and has met all the Federal and state permitting requirements.

STA and other solar companies have commenced preliminary site work just as Congress is considering legislation that would all but eliminate the loan guarantee program. Ironically, the House of Representatives passed a spending bill last month that would delete the loan guarantee program for renewable and clean coal technologies but left untouched loan guarantees for building nuclear plants.

This is not a government grant but simply a guarantee to facilitate the financing on loans to bring advanced technology to the market. Every dollar appropriated by Congress to DOE's Loan Guarantee Program spurs $13 dollars in private investments and indeed whatever taxpayer funds are involved are repaid in full with interest.

The DOE loan guarantee is a "win-win" for government and the companies involved and will not only advance the cause of energy independence but will create hundreds of thousands of jobs across the country.

Yet all this is at risk if Congress rolls back the program and put into jeopardy the enormous amounts of private capital already committed and the tens of thousands of sustainable jobs involved in the construction and operation of the plants. Apparently there are no guarantees when the Congress acts in a politically charged atmosphere.

For our nation to fully develop renewable energy, it is clear that neither the private sector nor government can do it alone. It requires a partnership.

As we advance into this new millennium, it is now understood that our raw resources are finite, the planet is fragile, and that energy consumption to sustain growth globally is our greatest challenge. The answer to all this is renewable energy. There are no boundaries or limits to what we can accomplish if we work together.

http://www.huffingtonpost.com/uwe-t-schmidt/post_1875_b_841420.html  

The leading trade associations for the development of America?s renewable energy industries wrote to Congressional leaders urging Congress to maintain support and funding for critical loan guarantee programs at the U.S. Department of Energy (DOE) designed to commercialize a wide range of renewable energy technologies. Those groups signing the letter include the Advanced Ethanol Council (AEC), the American Wind Energy Association (AWEA), the Biomass Power Association, the Clean Economy Network (CEN), the Geothermal Energy Association, the Solar Energy Industries Association (SEIA), and the Renewable Fuels Association (RFA).

A hearing on federal loan guarantee programs is scheduled for Thursday, March 31, in the House Appropriations Subcommittee on Energy and Water.

?[W]e write today in support of Federal programs implemented to foster the development and expanded use of domestically-produced clean and renewable energy in the United States,? the groups wrote. ?Together, our industries account for over half a million jobs in the United States and counting. Existing federal programs continue to foster growth and allow U.S. businesses to lead a worldwide effort to deploy power plants, manufacturing facilities and fuel production facilities across the country.?

The groups noted the economically unsustainable dependence America has on imported energy and especially oil. With oil prices again spiking above $100 per barrel, the U.S. is sending hundreds of billions of dollars to members of OPEC. Continued support of and investment in renewable energy technologies can lessen that dependence and create domestic jobs and economic activity.

?Deployment of next-generation manufacturing and energy production technologies will help address the immediate and pressing need to reduce our nation?s dependence on imported oil and ensure our global edge in developing clean energy technologies,? the groups emphasized. ?With crude oil prices again near $100 a barrel and political unrest continuing in oil producing regions of the world, now is not the time to eliminate funding for programs designed to increase our energy security and create jobs here at home.?

The groups acknowledge that fiscal concerns dominate Congressional discussions, but urged members of Congress to a holistic look at the jobs and economic activity that is associated with developing America?s renewable energy economy.

?As Congress moves forward with efforts to cut federal spending, it is important to recognize and retain programs that create American jobs, leverage private sector investment and increase tax revenue. The DOE Loan Guarantee Program is one of these programs. Eliminating funding for this program will disrupt and delay dozens of projects that are seeking a DOE loan guarantee, and will have very real impacts on job creation and energy security efforts currently underway. We strongly support efforts to prevent funding cuts and preserve the DOE Loan Guarantee Program in its current state.?

http://westernfarmpress.com/management/...ort-loan-guarantee-programs  

Updated: When a company secures a loan guarantee from the Department of Energy, it joins an elite group, having risen above a crowded field of applicants and survived a lengthy evaluation and negotiation process. The award is meant to enable better interest rates and lower costs than would otherwise be available to a company for project financing, and only a small portion of applicants make it to even the final evaluation stages. So what would lead a company to walk away from the negotiation table, as solar company Suniva did last month? It has to do with the terms of these government deals, the time it takes to obtain one, and the recovery of private markets.

According to Ted Sullivan, an analyst with Lux Research, the DOE program was ?incredibly helpful during the depths of the recession.? He cited comments from renewable energy executives that at one point a 5 percent spread existed between DOE debt and private debt for startups. ?That?s huge.? But since private capital has become more available and ?spreads have tightened,? he said, the program offers less of a boost.

NRG Energy CEO David Crane told us in a recent interview that in general ?the government is requesting more and more conservative terms,? which may be comforting from the point of view of being a tax payer, but defeats the purpose of a program meant to provide debt financing where it wasn?t available from the private sector. ?If the government?s terms are more onerous than the private sector then it becomes sort of, what?s the point?? said Crane. The DOE has not yet divulged specific terms in the company?s own bid for a loan guarantee to build new reactors in South Texas, said Crane.

?Given the continued uncertainty around the negotiation of acceptable terms and the final outcome, Suniva has decided to discontinue expending money, resources and time on the process at this time,? Suniva chief marketing officer Bryan Ashley told us in an email last week, while declining to discuss the decision beyond that. The Department of Energy is ?doing the best it can under the guidelines of the program,? he added, but Suniva has nonetheless decided to ?suspend participation in the loan guarantee program.? According to PV-Tech.org, the company spent about $750,000 on lawyers and consultants as part of its effort to secure the award.

Loan guarantees essentially serve as a promise by the government to make good on a loan if the company can?t. But the guarantee itself comes at a cost that is prompting some applicants to seek greener pastures.

Loan Guarantee Gripes

Back in December, DOE Loan Program director Jonathan Silver told us that it takes about six months ?soup to nuts? to get applications processed and finalized. Throughout this process, fees are charged in three chunks. The first two ? application and facility fees ? depend on the size of the requested loan guarantee. The third, a maintenance fee, is payable each year during the construction, startup, commissioning and operation of the project, or as a lump sum up front when the deal closes. For the largest loan guarantee requests (over $500 million), application and facility fees alone could run up to $1.75 million, plus .50 percent of the guaranteed amount, as explained on the agency?s website. (Update: We added a decimal to the percent.)

Suniva is the latest?but not the first?company to grumble about terms in a possible loan guarantee deal. Two years into its effort to obtain a guarantee on some $7.5 billion in loans, in October 2010, Constellation Energy declared the proposed terms and conditions for the guarantee ?unworkable.? Together with French energy giant EDF, through a joint venture called UniStar Nuclear Energy, Constellation had requested the loan guarantee to support construction of a new nuclear reactor at the Calvert Cliffs power plant in Southern Maryland.

In a letter to DOE officials, Michael Wallace, chairman of UniStar as well as vice chairman and chief operating officer for Constellation Energy, said the agency?s initial estimate for the ?credit subsidy cost? (the expected long-term liability to the federal government when it issues the loan guarantee) was ?shockingly high,? at 11.6 percent, or about $880 million. ?Such a sum would clearly destroy the project?s economics (or the economics of any nuclear project for that matter), and was dramatically out of line with both our own and independent assessments of what the figure should reasonably be.?

Just a few months earlier, in July, Constellation executives had warned that ?time is running out,? as the Baltimore Sun reported. ?There is some level of frustration that we haven?t had an answer at this point,? Constellation Energy Group CEO Mayo A. Shattuck told the Sun. The company had previously hoped to secure a conditional commitment by the end of 2009.

Constellation ultimately pulled out of the project, selling its 50 percent stake in the joint venture to EDF for $140 million in October. A UniStar spokesperson told us that UniStar remains ?engaged with DOE and believes that the Calvert Cliffs 3 project is a strong candidate to receive a conditional commitment for a loan guarantee.?

In total, the DOE has chosen 21 clean energy projects for loan guarantees and offered conditional commitments for $21 billion in loan guarantees. In December, Silver told us the loan program office had already issued term sheets for more projects than it actually has the budget to finance. (A term sheet details the terms and conditions under which the Energy Department may enter into a conditional commitment with the applicant.) Not every term sheet will lead to a final loan agreement, but according to Silver, there are ?more solid projects in the queue than we have capital for.?

Greener Pastures

At the end of the day, the relative appeal and value of a DOE loan guarantee depends in part on what alternatives exist. Silver acknowledged in our December interview that ?private capital markets have come back for less complex projects,? including some solar and wind developments. As a result, he said, we?ll see fewer small and medium-sized wind deals coming out of the loan guarantee program.

According to Lux Research analyst Matt Feinstein, many renewable energy financiers have concluded, ?DOE guarantees are great for unproven technologies, and we want nothing to do with either of those things.?

Originally, new technologies were the central focus for the loan guarantee program. When Congress created it under the Energy Policy Act of 2005, section 1703 stipulated that awards would support only projects using ?new or significantly improved? technologies. If a project involved technology that for more than five years had been installed at more than three other projects in a similar application within the U.S., it was considered ?commercial,? and thus not eligible for these 1703 awards, as the firm Wilson Sonsini Goodrich & Rosati explains.

But then, in 2009, along came Section 1705. As part of the Recovery Act, Congress added a provision for loan guarantees supporting projects that needn?t use new or significantly improved technology, as long as they begin construction before the end of September 2011. And funds were appropriated to cover the credit subsidy cost.

For nuclear projects, loan guarantee recipients are required to pay the credit subsidy cost. Constellation and the Nuclear Energy Institute, an industry group, take issue with the formula for calculating this cost in the first place. ?This fault will continue to hamper both nuclear energy and renewable energy project development ? exactly the opposite intention of Congress when it passed the 2005 law,? argues NEI, which calls for an end to use of standard assumptions of risk in favor of project-specific assessments for credit subsidy costs.

Back in 2009, the New York Times quoted Constellation Executive Vice President James Connaughton calling for a 1 percent credit subsidy fee. The Union of Concerned Scientists, meanwhile, has argued that an ?extremely poor track record on cost overruns? in the nuclear industry warrants much higher fees. Climate Progress argues that credit subsidy fees on nuclear loan guarantees should be at least 10 percent, and possibly as high as 30 percent.

In the wake of the disaster at Fukushima Daiichi, it will be much more difficult for the nuclear industry to make the case that these investments are low-risk. As Paul Fremont, managing director at Jeffries & Company, said in a Houston Chronicle article this month, however, the crisis in Japan ?almost doesn?t change the fact that new nuclear looks to be a bad investment?.Constellation (Energy) walked away and said keep your loan guarantee, it?s not economic to build.?

As for Suniva, the company says it has ?made no decisions on potential sites, nor has it excluded any.? According to Ashley, Suniva hopes to ?announce something early in Q2.? That?s just a couple months from now ? the blink of an eye compared to the time it takes applications to move through the loan program pipeline.

http://gigaom.com/cleantech/...pany-would-ditch-a-doe-loan-guarantee/  

Wenn die Loan Guarantees in den USA wirklich gestrichen werden sollten, dann wird es nicht nur für SM problematisch, sondern auch für Windanlagenbauer und für die großen US PV-Unternehmen wie First Solar oder Sunpower. Ökonomisch könnte ich aber die Streichung der Loan Guarantees nicht ganz verstehen, denn letztendlich kosten solche Bürgschaften der USA ja kein Geld. Bin da mal eher gespannt was mit den Tax Credits im nächsten Jahr in den USA passieren wird, denn die kosten dann richtig Geld. Da sind jedenfalls meiner Meinung nach Kürzungen schon vorprogrammiert. Die Cash Grants wird es in 2012 wohl eh nicht mehr geben.

Ramsibauer biste noch im Nordex-Put TB8486 drin ?? Läuft ja richtig spitzenmäßig. Schon ein Plus von 57%. Mein Solarworld-Put DE5DSH läuft zwar noch nicht ganz so gut, aber immerhin schon auch wieder im Plus.
Werde mich aber jetzt recht flott aus meiner Shorterei verabschieden und eventuell auf einen DAX Knock Out Call  TBX3ZZ umschwenken.  

Also bevor da bei Blythe nix angewiesen wurde vertrau ich nicht mal mehr einer "Zusage" etc ...  Hier gibt's mMn mehr Chance für weniger Risiko im Moment ... Verbund-aktie-hoehenflug

 

Wasserkraft in der Türkei ...

enerjisa-begins-operation-of-142mw-hydropower-plant-in-turkey-290311

 

Wie sieht es dort eigentlich mit solarthermischen Kraftwerken aus? Zu viele Wolken oder ginge die Türkei?

 

Hallo zusammen

Habe da wohl was verpasst. Kann mir jemand was zur Abstimmung der Loan Guaranties sagen?
Wo wird abgestimmt? Kongress? Repräsentantenhaus?
Wann soll diese Abstimmung stattfinden?

Vielen Dank  

A hearing on federal loan guarantee programs is scheduled for Thursday, March 31, in the House Appropriations Subcommittee on Energy and Water.

Da kann ja eigentlich nur pos. kommen u. den Kurs treiben! Energiekrise, Japan.....  

Das Hearing findet um 2p.m. statt, steht aber nicht dabei welche Zeitzone. Schätze aber mal ET, sprich da wird sich nichts vor 20h unserer Zeit tun.

Nur damit ich das nicht falsch verstehe, in dem Hearing morgen geht es nicht um das LoanGurantee Programm an sich, bzw wird nicht entschieden, ob es fortgeführt wird oder nicht?

 

wenn ich den verlinkten Artikel von Desertsun richtig verstanden habe, soll genau das morgen entschieden werden, aber offensichtlich auch aktuell  die Vergabe der Kreditgarantien. Ich weiss aber nicht, ob das was da morgen bei raus kommt nicht nur Empfehlungscharakter hat.

Wer weiss mehr?

Und wer weiss, was bei Smard Grid los ist? Die Kurse gehen in letzter Zeit sehr turbulent rauf und runter. Was steckt überhaupt hinter dieser komischen Umtauschaktion? Sie läuft jedenfalls, ohne das mit SM etwas vorher abgesprochen wurde.  Für mich sehr zweifelhaft und deshalb: Finger weg!

 

Ich nehme an, dass diese firma entweder nur ein mantel oder für diesen zweck extra gegründet ist/wurde und nach ablauf der tausch- und einer angemessenen schamfrist sich richtung penny stock bewegen wird.  

Folgende CSP-Projekte sind dort geplant:

- Spanish group Abengoa?s plan to build a R5 billion 100MW CSP plant
- Solafrica?s plan to build a R3.5bn 75MW parabolic trough CSP facility in Groblershoop
- Group Five?s R5bn, 150MW parabolic trough facility in the Kalahari Solar Park outside Kathu  
- Ilangalethu?s proposed 125MW CSP plant

Der Link dazu:

http://www.iol.co.za/business/companies/...ar-thermal-power-1.1050016
("Heavyweights get ready to harness solar thermal power")

Vor drei Wochen hat CEO Wolff noch gesagt, dass etwa 300 MW an Projekten außerhalb der USA und Spanien in der Pipeline stecken. Warum nicht Südafrika, denn die haben mit der billigen Speicherung den ganz großen Vorteil von CSP erkannt und da könnte es dem vernehmen nach recht flott losgehen. Lassen wir uns mal überraschen, aber der Wolff hat die 300 MW nicht einfach so in den Mund genommen.

Auch in Indien tut sich in Sachen CSP recht viel mit "kleineren" Projekten.

Hier mal ein Link zu CSP in Indien und auch ein paar recht interessante Dinge zu Kosten bei CSP:

http://social.csptoday.com/qa/...ects-%E2%80%9Cwill-be-built%E2%80%9D
("India?s Phase 1 CSP projects ?will be built?")  

csp ist die grüne Zukunft u. solar millennium wird immer öfter genannt u. hat hat die Technologie dafür, also es wird u. kann nur aufwärts gehen, heute abend wird sicher interessant (entscheidung in USA) kann nur nicht verstehen, wer heute noch verkauft, werde so gegen 18.7 nochmals  nachlegen! morgen bei der eröffnung kanns schon viel höher stehen u. der zug ist über nacht abgefahren, nur meine meinung! nächster Tip: verbund österreich (Wassserkraftwerke u. der Strompreis geht nach oben)! sicher sehr interessant (aktie war schon auf über 50 Euro)! glück auf!