Evergreen Solar - Interessantes Unternehmen

Da wissen doch schon einige etwas mehr - oder?
 

Hab mir gerade noch welche für 12,70 geholt. Hoffe die Zahlen werden gut.  

RT Fm .:13,26 EUR

+4,41%  [+0,56]

g-oj  

Das hat wahrscheinlich den Anstieg ausgelöst.
g-oj


Evergreen Solar Announces $88 Million Contract With Global Resource Options
MARLBORO, Mass., Feb 28, 2006 (BUSINESS WIRE) -- Evergreen Solar, Inc. (Nasdaq: ESLR), a manufacturer of solar power products with its proprietary, low-cost String Ribbon(TM) wafer technology, today announced that it has entered into a multi-year supply contract with Global Resource Options, Inc. (GRO), a Vermont-based solar power distributor and system integrator. The agreement calls for Evergreen Solar to ship approximately $88 million of photovoltaic modules to GRO over the next four years.

" GRO is a great addition to Evergreen Solar's growing list of high-volume distributor and system integrator customers," said Richard M. Feldt, President and Chief Executive Officer of Evergreen Solar. " GRO has firmly established its presence in the Northeast region and is expanding into adjacent markets. We see them as a key partner in our effort to grow and maximize our penetration of the U.S. market."

Jeff Wolfe, Chief Executive Officer of GRO, said the contract would assist the company in executing its business strategy of maintaining consistent and reliable supplies of solar products to residential and small commercial customers throughout the region.

" We are thrilled to partner with Evergreen Solar, with its proprietary String Ribbon technology and rapidly expanding manufacturing capability," Wolfe said. " Our relationship with Evergreen ensures that as the market for solar continues to expand, GRO will continue to grow with it. GRO customers can be confident that they will have ready access to solar installations, at a steady price, for years to come."

Following on the heels of its sales agreements with PowerLight Corporation and S.A.G. Solarstrom AG, this is the third major contract that Evergreen Solar has announced in recent months. The value of the three contracts totals nearly $260 million over the next four years. These products will be manufactured at Evergreen Solar's plant in Massachusetts and at EverQ's new 30-megawatt facility in Thalheim, Germany. EverQ is a strategic partnership between Evergreen Solar, Q-Cells AG of Germany and Renewable Energy Corporation ASA (REC) of Norway.

About Global Resource Options, Inc.

Global Resource Options, Inc., premier provider of residential solar energy systems in the Eastern U.S., helps homeowners reduce their energy bills and turn their values into action. GRO makes solar simple, providing distribution services of complete solar energy systems, while also serving customers directly with consultation, installation, and as-needed maintenance. GRO is the 2005 winner of Vermont's highest award for a socially responsible business, the Terry Ehrich Small Company Award for Excellence, selected by Vermont Businesses for Social Responsibility.

About Evergreen Solar, Inc.

Evergreen Solar, Inc. develops, manufactures and markets solar power products using proprietary, low-cost manufacturing technologies. The Company's patented crystalline silicon technology, known as String Ribbon, uses significantly less silicon than conventional approaches. Evergreen's products provide reliable and environmentally clean electric power for residential and commercial applications globally. For more information about the Company, please visit www.evergreensolar.com.

Evergreen Solar(R) is a registered trademark and String Ribbon(TM) is a trademark of Evergreen Solar, Inc.

A Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of federal securities laws. The Company cautions you that any statements contained in this press release which are not strictly historical statements constitute forward-looking statements. Such forward-looking statements include, but are not limited to, those related to Company's expectations regarding the anticipated benefits of the GRO relationship; the amount of shipments to GRO; the anticipated benefits of the Company's String Ribbon technology; the Company's plans for the EverQ facility; the Company's plans regarding the U.S. solar power market; the Company's distribution capabilities; the Company's position in the solar power market; and the Company's future revenue growth. These statements are neither promises nor guarantees, and involve risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. Such risks and uncertainties include, among other things, the following factors: the conditions to which any German government grant is subject, which includes, but is not limited to, receipt of European Union approval; the risk that any German government grant that has or may be approved is subject to forfeiture or repayment in whole or in part if EverQ fails to continue to meet the conditions for such grants or if such grants for any reason become unavailable from German or European Union sources; the success of EverQ is subject to numerous risks associated with the development of manufacturing facilities in international markets and depends on many factors that are outside of the Company's control, including the availability of government grants and contributions by Q-Cells and REC; the Company's business and results of operations could be materially impaired as a result of poor manufacturing or product performance or higher costs attributable to the expansion or operation of manufacturing facilities; the market for solar power products is emerging and rapidly developing, and market demand for solar power products such as the Company's products is uncertain; the Company has limited experience manufacturing large volumes of solar power products on a commercial basis at acceptable costs, which it will need to do in order to be successful; the Company faces intense competition from other companies producing solar power and other distributed energy generation products; the risk that the Company may fail to bring to market new products under development or that any such products may not achieve commercial acceptance; the risk that technological changes in the solar industry could render its solar products uncompetitive or obsolete; the Company sells via a small number of reseller partners, and the Company's relationships with current or prospective marketing or strategic partners may be affected by adverse developments in the Company's business, the partner's business, competitive factors, solar power market conditions, or financial market conditions; the market for products such as the Company's solar power products is heavily influenced by federal, state, local and foreign government regulations and policies, as well as the availability and size of government subsidies and economic incentives, over which the Company has little control; and the Company is susceptible to shortages of specialized silicon that the Company uses in the manufacture of its products. In addition to the foregoing factors, the risk factors identified in the Company's filings with the Securities and Exchange Commission - including the Company's Annual Report on Form 10-K filed with the SEC on March 10, 2005, amended April 29, 2005, and the Company's most recent Quarterly Report on Form 10-Q filed with the SEC on November 10, 2005 (copies of which may be obtained at the SEC's website at: http://www.sec.gov ) - could impact the forward-looking statements contained in this press release. Readers should not place undue reliance on any such forward-looking statements, which speak only as of the date they are made. The Company disclaims any obligation to publicly update or revise any such statements to reflect any change in Company expectations, or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.

SOURCE: Evergreen Solar, Inc.

Evergreen Solar, Inc.
Donald Muir, 508-357-2221 x7708
Chief Financial Officer
investors@evergreensolar.com
or
Sharon Merrill Associates, Inc.
Jason Fredette, 617-542-5300
Vice President
eslr@investorrelations.com  

 

RT Fm:13,30E


13,90 ist schon wieder etwas heftig,aber soll
mir egal sein,auf gutes gelingen allen.
g-oj  

               Evergreen Solar, Inc. (Nasdaq: ESLR)
              Condensed Consolidated Balance Sheets
                (in thousands, except share data)

                                                      December 31,
                                                     2004      2005
                                                   --------  --------
Assets
Current assets:
  Cash and cash equivalents                       $  5,379  $ 30,742
  Marketable securities                              6,563    85,465
  Accounts receivable, net of allowances for
   doubtful accounts and sales discounts of $84
   and $65 at December 31, 2004 and December 31,
   2005, respectively                                6,166     4,124
  Grants receivable                                           16,295
  Inventory                                          2,906     3,634
  Interest receivable                                   57       541
  Other current assets                               1,411     4,052
                                                   --------  --------
    Total current assets                            22,482   144,853

Deposits on fixed assets in production                    -     8,217
Restricted cash                                         414     1,582
Deferred financing costs                                  -     2,877
Fixed assets, net                                    26,825    71,430
                                                   --------  --------

Total assets                                       $ 49,721  $228,959
                                                   ========  ========

Liabilities and stockholders' equity
Current liabilities:
  Accounts payable                                $  3,074  $ 12,210
  Short term borrowings                              1,500     4,131
  Accrued employee compensation                      1,187     1,778
  Accrued warranty                                     705       705
  Other accrued expenses                             1,295     1,625
  Deferred revenue                                     440         -
                                                   --------  --------
    Total current liabilities                        8,201    20,449

  Deferred grants                                        -    16,284
  Long term debt                                         -    93,553
                                                   --------  --------
    Total  liabilities                               8,201   130,286

Minority interest in EverQ                                -    11,223

Stockholders' equity:
Common stock, $0.01 par value, 100,000,000 shares
authorized, 47,541,823 and 61,965,231 issued and
outstanding at December 31, 2004 and December 31,
2005, respectively                                     475       620
Additional paid-in capital                          116,764   182,345
Accumulated deficit                                 (75,693)  (93,009)
Deferred compensation                                     -    (1,036)
Accumulated other comprehensive loss                    (26)   (1,470)
                                                   --------  --------

  Total stockholders' equity                        41,520    87,450
                                                   --------  --------

Total liabilities and stockholders' equity         $ 49,721  $228,959
                                                   ========  ========



                Evergreen Solar, Inc. (Nasdaq: ESLR)
          Condensed Consolidated Statements of Operations
               (in thousands, except per share data)



                                     Quarter          Year-to-date
                                      Ended           Period Ended
                                   December 31,       December 31,
                                   2004     2005     2004      2005
                                 -------  -------  --------  --------

Revenues:
  Product revenues              $ 9,265  $11,569  $ 22,240  $ 43,627
  Research revenues                 436       76     1,296       405
                                 -------  -------  --------  --------

Total revenues                     9,701   11,645    23,536    44,032
                                 -------  -------  --------  --------

Operating expenses:
  Cost of product revenues        8,773   10,066    29,717    39,954
  Research and development
   expenses, including cost of
   research revenues              1,699    3,424     4,931    11,461
  Selling, general and
   administrative expenses        2,336    4,207     7,797    12,274
                                 -------  -------  --------  --------

Total operating expenses          12,808   17,697    42,445    63,689
                                 -------  -------  --------  --------

Operating loss                    (3,107)  (6,052)  (18,909)  (19,657)

Other income (loss)                 (684)     450      (454)    1,146
                                 -------  -------  --------  --------

Net loss before minority
interest                         (3,791)  (5,602)  (19,363)  (18,511)

Minority interest in EverQ loss        -      562         -     1,195
                                 -------  -------  --------  --------

Net loss                          (3,791)  (5,040)  (19,363)  (17,316)

Dividends and accretion on Series
A convertible preferred stock         -        -    (2,904)        -
                                 -------  -------  --------  --------

Net loss attributable to common
stockholders                    $(3,791) $(5,040) $(22,267) $(17,316)
                                 =======  =======  ========  ========


Net loss per share attributable
to common stockholders (basic
and diluted)                    $ (0.08) $ (0.08) $  (0.67) $  (0.29)

Weighted average shares used in
computing basic and diluted net
loss per share attributable to
common stockholders              47,534   61,510    33,204    59,631

CONTACT: Evergreen Solar, Inc.
Donald M. Muir, 508-357-2221 x7708
Chief Financial Officer
investors@evergreensolar.com
or
Investors/Media:
Sharon Merrill Associates, Inc.
Jason Fredette, 617-542-5300
Vice President
eslr@investorrelations.com

SOURCE: Evergreen Solar, Inc.  

Evergreen Solar Announces $88 Million Contract With Global Resource Options

MARLBORO, Mass., Feb 28, 2006 (BUSINESS WIRE) -- Evergreen Solar, Inc. (Nasdaq: ESLR), a manufacturer of solar power products with its proprietary, low-cost String Ribbon(TM) wafer technology, today announced that it has entered into a multi-year supply contract with Global Resource Options, Inc. (GRO), a Vermont-based solar power distributor and system integrator. The agreement calls for Evergreen Solar to ship approximately $88 million of photovoltaic modules to GRO over the next four years.

"GRO is a great addition to Evergreen Solar's growing list of high-volume distributor and system integrator customers," said Richard M. Feldt, President and Chief Executive Officer of Evergreen Solar. "GRO has firmly established its presence in the Northeast region and is expanding into adjacent markets. We see them as a key partner in our effort to grow and maximize our penetration of the U.S. market."

Jeff Wolfe, Chief Executive Officer of GRO, said the contract would assist the company in executing its business strategy of maintaining consistent and reliable supplies of solar products to residential and small commercial customers throughout the region.

"We are thrilled to partner with Evergreen Solar, with its proprietary String Ribbon technology and rapidly expanding manufacturing capability," Wolfe said. "Our relationship with Evergreen ensures that as the market for solar continues to expand, GRO will continue to grow with it. GRO customers can be confident that they will have ready access to solar installations, at a steady price, for years to come."

Following on the heels of its sales agreements with PowerLight Corporation and S.A.G. Solarstrom AG, this is the third major contract that Evergreen Solar has announced in recent months. The value of the three contracts totals nearly $260 million over the next four years. These products will be manufactured at Evergreen Solar's plant in Massachusetts and at EverQ's new 30-megawatt facility in Thalheim, Germany. EverQ is a strategic partnership between Evergreen Solar, Q-Cells AG of Germany and Renewable Energy Corporation ASA (REC) of Norway.

About Global Resource Options, Inc.

Global Resource Options, Inc., premier provider of residential solar energy systems in the Eastern U.S., helps homeowners reduce their energy bills and turn their values into action. GRO makes solar simple, providing distribution services of complete solar energy systems, while also serving customers directly with consultation, installation, and as-needed maintenance. GRO is the 2005 winner of Vermont's highest award for a socially responsible business, the Terry Ehrich Small Company Award for Excellence, selected by Vermont Businesses for Social Responsibility.

About Evergreen Solar, Inc.

Evergreen Solar, Inc. develops, manufactures and markets solar power products using proprietary, low-cost manufacturing technologies. The Company's patented crystalline silicon technology, known as String Ribbon, uses significantly less silicon than conventional approaches. Evergreen's products provide reliable and environmentally clean electric power for residential and commercial applications globally. For more information about the Company, please visit www.evergreensolar.com.

Evergreen Solar(R) is a registered trademark and String Ribbon(TM) is a trademark of Evergreen Solar, Inc.


SOURCE: Evergreen Solar, Inc.  

aber wie beurteilt ihr denn die Zahlen von gestern.

Sie haben wohl die Analystenerwartungen übertroffen, aber so richtig gut sind sie nicht oder?  

jefferies raises their Evergreen Solar (ESLR $15.59) tgt to $21 from $16 following Q4 results, as they continue to recommend the purchase of the shares as improvements in manufacturing operations provide increased confidence in the company's ability to execute in its current facility and its EverQ

g-oj  

01.03.2006, 14:22 Uhr

Evergreen Solar sichert sich weiteren Großauftrag zur Lieferung von Solarmodulen


Marlboro, USA ? Der US-amerikanische Solarzellen-Hersteller Evergreen-Solar Inc. hat einen Liefervertrag mit dem Vertreiber von Solartechnik Global Resource Options Inc. (GRO) aus Vermont, USA, abgeschlossen. Über die nächsten vier Jahre liefert Evergreen Solar vertragsgemäß Photovoltaik-Module mit einem Volumen von insgesamt ca. 88 Mio. US-Dollar (ca. 74,1 Mio. Euro) an GRO.

Nach den Verträgen mit der S.A.G. Solarstrom AG und der PowerLight Corporation ist dies nach Angaben von Evergreen Solar der dritte Großauftrag der letzten Monate. Das Gesamtvolumen der drei Aufträge beträgt für die kommenden vier Jahre knapp 260 Mio. US-Dollar (ca. 218,9 Mio. Euro). Die Module werden im Evergreen-Solar-Werk Massachusetts und in der neuen 30 MW-Fabrik von EverQ in Thalheim, Deutschland, gefertigt. EverQ ist eine strategische Partnerschaft zwischen Evergreen Solar, der deutschen Q-Cells AG und der Renewable Energy Corporation ASA aus Norwegen.  

http://evergreensolar.com/popup_thalheim.html

Cu
Röckefäller
 

Was meint Ihr wie sich diese Aktie in diesem Jahr entwickeln wird ??

Ich bin der Meinung das wir bis zum Jahresende mind. 100 % zum Jahresanfang sehen.
Diese Aktie ist für mich eine langfristige Anlage.  

darf man keine allzu großen Kursgewinne mehr erwarten. Die Marktkapitalisierung liegt mittlerweile schon bei knapp 1 Mrd. Dollar, und das bei erwarteten 100 Mio. Umsatz in 2006. Dabei muss man natürlich beachten, dass das Werk in Thalheim erst ab Mitte des Jahres voll in Betrieb genommen wird und die Wachstumsraten sowohl in der Branche als auch speziell bei ESLR enorm sind, aber bei einer derartig hohen Bewertung ist dann auch schon ne Menge Wachstum eingepreist. Ich gehe trotzdem davon aus, dass wir innerhalb der nächsten 5-6 Monate ans All-Time-High bei 20,75 Dollar heranlaufen werden, aber dann werde ich mir dreimal überlegen, ob ich noch dabeibleibe oder meine schönen Gewinne realisiere...  

Wie langweilig, immer geht's hier nur aufwärts. :)
Heute im Tagesverlauf schon 17.46 $, von denen wir uns aber wieder etwas entfernt haben. Überraschend aber, wie klar Evergreen mittlerweile Daystar abgehängt hat, derzeit steht's 16.66 zu 13.72 für ESLR.  

... geht ;)

Cu
Röckefäller
 

16,84 : 13,89 sieht zwar klar aus für Evergreen, kann aber schon an einem Tag wieder aufgeholt sein...  

..auch wenn es vom Datum her schon ein alter Hut ist:

01.03.2006 18:11

Jefferies zu Evergreen Solar

Jefferies&Co bekräftigen für die Aktie von Evergreen Solar (Nachrichten) die Einstufung ?buy?. Das Kursziel wird von 16 auf 21 Dollar erhöht.

Quelle: BörseGo
 

über Nachläufe nachzudenken. Aber nur nachdenken. Bei 11.20 kaufen?  

... da kannste glaube ich lange warten...

Cu
Röckefäller
 

ESLR hat offensichtlich ausreichend Silizium gebunkert und ausreichende Lieferverträge. Da sieht es doch bei den Mitbewerbern nicht so üppig aus. Au jeden Fall ist Solarstrom, trotz Förderung oder gerade deshalb, noch zu teuer. Aber ich bleibe langfristig dabei. Ist nur ebend ein Teil des Depots.  

13.03.2006 17:32
Evergreen Announces Promotions in Institutional Sales, Bolsters Commitment to Public Sector Marketplace
Evergreen Investments' institutional division today announced that it is bolstering its commitment to the public sector marketplace with promotions in its Asset Management Sales group.

Ann E. Bradshaw has been promoted to Director, Public Sector Sales. She has been with Evergreen since 2003, serving as a Senior Sales Associate. Before joining Evergreen, Bradshaw worked at PanAgora Asset Management and State Street Corporation.

Lori Buffum has been promoted to Director, Public Sector Sales. Buffum has been with Evergreen Institutional since 2003, serving as a Senior Sales Associate. Previously, she worked at Oechsle International Advisors and State Street Global Advisors.

"With $13.5 billion in public sector assets under management, it is clearly an important market segment for Evergreen," said Patrick J. O'Brien, President of Evergreen Institutional. "With a dedicated sales team in place, we hope to both expand the number of client relationships we have and deepen existing relationships."

Bradshaw and Buffum will continue to be based in Boston and will report directly to Lisa Wesolek, Managing Director and Head of Asset Management Sales and Consultant Relations. Each will share responsibility for new business development opportunities and client service, with a focus on the public sector marketplace.

"Ann and Lori have been valuable and energetic contributors to the sales team over the last several years," said Wesolek. "I am proud to promote them and look forward to working with them as they develop and refine our sales effort in this important market for Evergreen."

Evergreen Institutional is a division of Evergreen Investments, providing institutional account management and services to corporate clients, pensions, foundations, endowments and other institutional clients. As of December 31, 2005, Evergreen Institutional has more than $142 billion in assets under management.

About Evergreen Investments

Evergreen Investments is the brand name under which Wachovia Corporation (NYSE:WB) conducts its investment management business. Wachovia Global Asset Management is the brand name under which Evergreen Investments conducts sales and distribution business outside of the United States. Combined, the groups serve more than four million individual and institutional investors through a broad range of investment products. Led by 400 investment professionals, Evergreen Investments strives to meet client investment objectives through disciplined, team-based asset management. Evergreen Investments manages approximately $249 billion in assets (as of December 31, 2005). Please visit EvergreenInvestments.com for more information about Evergreen Investments.

 

In dem von dir geposteten Bericht geht's um die Investmentgesellschaft Evergreen Investment und nicht um Evergreen Solar...

Übrigens schön für Evergreen, dass der Ölpreis mal wieder etwas gestiegen ist. Die Verbindung Ölpreis - Solarenergie wird in den USA viel stärker gezogen als bei den deutschen Solarwerten, deshalb reagiert ESLR da viel stärker drauf als Solarworld, Conergy und Co.

 

Warum in den USA die Solarwerte auf den Ölpreis stärker reagieren als bei uns ist klar: dort wird die Solarenergie längst nicht so stark gefördert wie bei uns. Die Rentabilitätsschwelle liegt dort also viel weiter oben, als bei uns.
Wir fördern sogar so stark, dass man eigentlich die Solarwerte unabhängig vom Ölpreis betrachten müsste.  

öl auf mein haupt ;-)

nichts desto trotz bringt diese aktie den sonnenschein.