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odyd12

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Thursday, July 11th 2013, 7:37am

REC Announces Utility-Scale Projects in North Carolina

http://www.solarnovus.com/index.php?opti…news&Itemid=245

eysteinh

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Thursday, July 11th 2013, 7:52am

Official:
http://www.recgroup.com/en/media/newsroo…-solar-hotspot/

Also more confirmation of doing well in Japan (from previous media reports we know 1/3 of revenue now is from Japan in the interview with Rec Solar.)

http://www.recgroup.com/en/media/newsroo…ength-in-Japan/

While at it here is a few new patents. Rec is gearing up for FBR expansion: (most patents seems geared for electronic grade polysilicon based on the fbr method.)
(probably in China if there is tariffs for US produced FBR)

2013:
http://worldwide.espacenet.com/publicati…89A1&KC=A1&ND=4
Reduced contamination of metals in the gas stream.

http://worldwide.espacenet.com/publicati…26A1&KC=A1&ND=4
"minimizes the physical size and number of process equipment components; allows the use of an ambient heat sink for nearly all of the heat rejection; allows the redistrubution catalyst to be monitored for effectiveness and changed out readily if it declines in activity; and incorporates a purification strategy of redundant means to remove any and all ciritical impurities from the silane to deliver an ultra-pure product."

2012:
http://worldwide.espacenet.com/publicati…90A1&KC=A1&ND=4
Cleans the polysilicon when dropped out of the fbr tank.

http://worldwide.espacenet.com/publicati…90A1&KC=A1&ND=4
New pipe material giving less dust and fines.

http://worldwide.espacenet.com/publicati…57A3&KC=A3&ND=4
New method to warm the reactor.

http://worldwide.espacenet.com/publicati…86A1&KC=A1&ND=4
Transporting the seed granulars and other material with a silicon covered pipe to make more clean fbr granulars..

eysteinh

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Thursday, July 11th 2013, 8:01am

I should add before the q2 release Spetalen a board owner accumulated.
(http://www.newsweb.no/newsweb/search.do?…arketOnly=false)

Another major investor group Umoe AS has also accumulated, the owner has 15,37% of the company and used to be in the board. He added 10 more million shares now before release of q2 report.
(http://www.newsweb.no/newsweb/search.do?messageId=332083)

This post has been edited 2 times, last edit by "eysteinh" (Jul 11th 2013, 8:16am)


eysteinh

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Thursday, July 11th 2013, 8:11am

Here is my q2 estimate in norwegian:
https://docs.google.com/file/d/0B0WcxQcm…dit?usp=sharing

Notes: I have not included REC SYSTEM revenue on purpose. They had big projects in q2 but I am very unsure how they will decide to put the revenue since they have EBITDA demand in q3 and q4 so they might realize the profit in those quarters. So read my numbers with that in mind, and think of it as a minimum number for revenue.

The estimate is between 1419 - 1554 mil nok revenue (conservative and optimistic estimate range - remember not including rec systems) EBITDA 63 - 197 and EBIT -173 to - 307.

Also since we might actually risk having assets written up in q2 EBIT might be positive if this is the case. I have not calculated any new valuation of assets in q2 in my estimate, but I believe there is a chance of this happening.
To be frank I think it is very hard to make an estimate for this quarter because of all the strategy they are putting for a great q3 and q4 result.

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