REC-Ny optimisme rundt REC
Da har det vært unormal aktivitet hva gjelder volum i REC. Alarmen gikk så jeg måtte studere hva som hadde skjedd. Resultatet ble at Tysla ble eier av aksjer til 0.8. Dere som har fartstid korriger meg om jeg tar feil.
Konklusjonen er at det er ny optimisme rundt REC. Dette gjør at REC kan ta raske og store steg oppover.
- Kina kuttet EU tariffen på poly
- Presidentene begynner å snakke samme språk, snakker om å komme til enighet for første gang på en lang stund.
- Shorterne dekker seg delvis inn, dette gjør at oppgangen blir sterkere
- Selskaper i Kina må melde inn begrunnelse for at tariffen skal fortsette innen 20 Nov, dette for at de skal reggae å lage sak innen 20 januar.
- Mulig store batterilevrandører har lyst til å kjøpe tomt ved siden av REC for å koble seg rett på gullet.
Om tollen forsvinner vil det komme en reaksjon på oppsiden på samme måte som shorterne lager reaksjon på nedsiden. Mine antagelser er 1.8 om tariffen forsvinner helt eller delvis
Fra Arctic analysen
We argue that several elements increase the likelihood of a resolved trade war:Trump will be incentivised to sign a deal with China as his chances of being re-elected will be affected by whether the stock market performs well or not. As interest rates rise and global growth outlook appears weaker, the US stock market becomes even moresensitive to the trade war situation. If a deal is reached, then REC is very likely to be a part of it, because: i) REC's exports will reduce the US/China trade deficit as well as securing American jobs. ii) China will be eager to secure robust a supply ofhigh quality polysilicon, as polysilicon is a key constituent in high tech components (semi-conductor applications) and possibly also future batteries. iii) The polysilicon trade war was inherited from the Obama administration, and Trump will not let an opportunityto "correct" less successful acts implemented by his predecessor pass.
Target price of 1.0 NOK/sh and Buy- recommendation kept unchanged:Our target price of 1.0 NOK/sh corresponds to an EV/EBITDA multiple of ~8 and a 30% likelihood of US/China reaching an agreement ending the trade war.
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Konklusjonen er at det er ny optimisme rundt REC. Dette gjør at REC kan ta raske og store steg oppover.
- Kina kuttet EU tariffen på poly
- Presidentene begynner å snakke samme språk, snakker om å komme til enighet for første gang på en lang stund.
- Shorterne dekker seg delvis inn, dette gjør at oppgangen blir sterkere
- Selskaper i Kina må melde inn begrunnelse for at tariffen skal fortsette innen 20 Nov, dette for at de skal reggae å lage sak innen 20 januar.
- Mulig store batterilevrandører har lyst til å kjøpe tomt ved siden av REC for å koble seg rett på gullet.
Om tollen forsvinner vil det komme en reaksjon på oppsiden på samme måte som shorterne lager reaksjon på nedsiden. Mine antagelser er 1.8 om tariffen forsvinner helt eller delvis
Fra Arctic analysen
We argue that several elements increase the likelihood of a resolved trade war:Trump will be incentivised to sign a deal with China as his chances of being re-elected will be affected by whether the stock market performs well or not. As interest rates rise and global growth outlook appears weaker, the US stock market becomes even moresensitive to the trade war situation. If a deal is reached, then REC is very likely to be a part of it, because: i) REC's exports will reduce the US/China trade deficit as well as securing American jobs. ii) China will be eager to secure robust a supply ofhigh quality polysilicon, as polysilicon is a key constituent in high tech components (semi-conductor applications) and possibly also future batteries. iii) The polysilicon trade war was inherited from the Obama administration, and Trump will not let an opportunityto "correct" less successful acts implemented by his predecessor pass.
Target price of 1.0 NOK/sh and Buy- recommendation kept unchanged:Our target price of 1.0 NOK/sh corresponds to an EV/EBITDA multiple of ~8 and a 30% likelihood of US/China reaching an agreement ending the trade war.
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Redigert 21.01.2021 kl 06:14
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Inord
13.11.2018 kl 06:15
6143
China’s top trade war negotiator Liu He prepares to head to the US to pave way for Xi-Trump meeting
https://m.scmp.com/news/china/diplomacy/article/2172878/chinas-top-trade-war-negotiator-prepares-pave-way-xi-jinping
http://cnnphilippines.com/world/2018/11/13/us-china-trade-talks-resume.html
kongkveite
13.11.2018 kl 09:17
5903
Bare å laste opp flere sjetonger .. desperate handlinger før tiden ebber ut for dem ..
Allesyndling
13.11.2018 kl 09:22
5879
Bare jeg som føler at det er like før aksjen hopper hardt opp? Ser ut som den lett kan eksplodere
Bare se hvor fort over 1,5 mill askjer fra 0.69-0.708 ble spist?
Bare se hvor fort over 1,5 mill askjer fra 0.69-0.708 ble spist?
Redigert 13.11.2018 kl 09:27
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Hvis vi i dag etablerer 0,7 som støtte, så skulle det ikke forundre meg om vi ser 0,9 før vi åpner første luke i adventskalenderen. Hadde regnet med å se lav 0,6x ved åpning i dag etter gårsdagens fall på Wall St.
Redigert 13.11.2018 kl 09:26
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bel68
13.11.2018 kl 09:30
5842
5000 gjengen slengte ut en bråte med 5000 i et desperat forsøk på knuse 0,70 men blir spist opp med en gang ......opppps da var det blått .....stay long in Rec
Patetiske forsøk. Kan de ikke bare gi opp nå.
uct
13.11.2018 kl 09:38
5802
Norskbulls har kjøp på 0,7203, etter det er de nærmeste motstandene 0,730, 0,734, 0745 før 0,8
Nå er Mr 5000 på jobb igjen. Kursmanipulasjon? Neida.
Inord
13.11.2018 kl 17:55
5369
White House adviser says U.S. talking again with China on trade
WASHINGTON, Nov 13 (Reuters) - U.S. President Donald Trump's top economic adviser said on Tuesday that the United States was talking again with China on trade, calling it a "very positive" development.
"Right now we're having communications at all levels of the U.S. and Chinese governments," National Economic Council Director Larry Kudlow told CNBC in an interview. "We're talking to them again ... so that's a plus."
Later Kudlow told reporters at the White House that "it's pretty clear now" Trump will meet with Chinese President Xi Jinping at the Group of 20 industrialized nations meeting in Argentina later this month. The White House is currently working on background materials in preparation for the talks, he added.
When asked if he was looking for concessions before the meeting, Kudlow said "we would like to hear from them some responses to the things we've asked for in the last, I don't know, five or six or seven months."
https://m.nasdaq.com/article/white-house-adviser-says-us-talking-again-with-china-on-trade-20181113-01116
WASHINGTON, Nov 13 (Reuters) - U.S. President Donald Trump's top economic adviser said on Tuesday that the United States was talking again with China on trade, calling it a "very positive" development.
"Right now we're having communications at all levels of the U.S. and Chinese governments," National Economic Council Director Larry Kudlow told CNBC in an interview. "We're talking to them again ... so that's a plus."
Later Kudlow told reporters at the White House that "it's pretty clear now" Trump will meet with Chinese President Xi Jinping at the Group of 20 industrialized nations meeting in Argentina later this month. The White House is currently working on background materials in preparation for the talks, he added.
When asked if he was looking for concessions before the meeting, Kudlow said "we would like to hear from them some responses to the things we've asked for in the last, I don't know, five or six or seven months."
https://m.nasdaq.com/article/white-house-adviser-says-us-talking-again-with-china-on-trade-20181113-01116
Tysla
14.11.2018 kl 00:41
5158
Dette kombinert med at tollen trolig forsvinner gjør at det er ny optimisme rundt REC. Batterimarkedet kan vise seg å bli særdeles verdifullt for REC. Det skjer ting nå og silanekalven må ofres.
Renault Mitsubishi Nissan alliance invests in Enevate which develops silicon dominant composite anode https://electrek.co/2018/11/13/renault-nissan-enevate-battery-startup/
https://www.slashgear.com/enevate-lg-chem-ev-battery-fast-charge-investment-23551065/
Renault Mitsubishi Nissan alliance invests in Enevate which develops silicon dominant composite anode https://electrek.co/2018/11/13/renault-nissan-enevate-battery-startup/
https://www.slashgear.com/enevate-lg-chem-ev-battery-fast-charge-investment-23551065/
Inord
14.11.2018 kl 16:52
4846
Så spørs det om de har det så travelt som det virker som, eller om dem bare prate prate
Chinese negotiators will arrive in Washington "shortly" with the aim of ironing out an informal deal, Commerce Secretary Wilbur Ross said Tuesday at a panel event in Washington, though he did not specify an exact time frame for a meeting.
Chinese negotiators will arrive in Washington "shortly" with the aim of ironing out an informal deal, Commerce Secretary Wilbur Ross said Tuesday at a panel event in Washington, though he did not specify an exact time frame for a meeting.
Turbon
14.11.2018 kl 18:45
4781
Slik hete det "soon" i DNO aksjen for mange år siden. Så "shortly" er muligvis til våren da.
Petersen2
27.11.2018 kl 22:21
4260
Sol aksjene i USA kraftig opp de siste to dagene. Her blir det en bra dag i REC i morgen.
Ramajama
28.11.2018 kl 07:17
3983
Blir spennende å se hvor høyt vi skal frem mot helgens møte: Rec har mye oppgang å ta igjen ift de amerikanske solsaksjenes oppgang, og børsene generelt stiger på forventninger til møtet, ikke bare sol dette.
kvitekvist
28.11.2018 kl 15:05
3804
JinkoSolar slowing down manufacturing capacity expansions
(...)
The company reiterated that its new US module assembly plant has started pilot production and would be ramped to full capacity (400MW) in early 2019.
The slowdown in planned capacity expansions is in contrast to its optimistic forecast for global PV end-market demand in 2019. JinkoSolar expects a recovery in the China market next year (55GW plus) as well as growing demand across major markets such as India, US and Europe. Emerging markets are also expected to deliver growth such as Mexico and Latin America.
Well known for its large global footprint, JinkoSolar noted in the earnings call that its record module shipments in the third quarter of 2018 were due to shipments to almost 80 countries and guidance of shipments in the range of 3.7GW to 4.0GW for the fourth quarter, would be due to shipments closer to 90 countries.
(...)
https://www.pv-tech.org/news/jinkosolar-slowing-down-manufacturing-capacity-expansions
(...)
The company reiterated that its new US module assembly plant has started pilot production and would be ramped to full capacity (400MW) in early 2019.
The slowdown in planned capacity expansions is in contrast to its optimistic forecast for global PV end-market demand in 2019. JinkoSolar expects a recovery in the China market next year (55GW plus) as well as growing demand across major markets such as India, US and Europe. Emerging markets are also expected to deliver growth such as Mexico and Latin America.
Well known for its large global footprint, JinkoSolar noted in the earnings call that its record module shipments in the third quarter of 2018 were due to shipments to almost 80 countries and guidance of shipments in the range of 3.7GW to 4.0GW for the fourth quarter, would be due to shipments closer to 90 countries.
(...)
https://www.pv-tech.org/news/jinkosolar-slowing-down-manufacturing-capacity-expansions
Tysla
02.12.2018 kl 10:31
3637
Fantastiske nyheter. Gratulerer til alle som turte å holde REC aksjene til tross for at shortleiren har prøvd å spre frykt. Det er positive tider i møte for REC
Meanwhile, "China will agree to purchase a not yet agreed upon, but very substantial, amount of agricultural, energy, industrial, and other product from the United States to reduce the trade imbalance between our two countries. China has agreed to start purchasing agricultural product from our farmers immediately," the White House said.
Meanwhile, "China will agree to purchase a not yet agreed upon, but very substantial, amount of agricultural, energy, industrial, and other product from the United States to reduce the trade imbalance between our two countries. China has agreed to start purchasing agricultural product from our farmers immediately," the White House said.
Zorin
02.12.2018 kl 14:16
3456
Trump må vise resultater. For selv om USA sitter på svært så gode kort overfor Kina, så har han ikke nødvendigvis så gode kort på hjemmefronten. Under valget lovte han å gjenreise bl.a. bilindustrien, og med GM på vei mot sterk reduksjon i USA, Ford og Volvo som reduserer og Tesla som bygger fabrikk i Kina - kun for å unngå Trump-tollen så har han nok ikke så mye valg enn å se om han kan løse floken før det er for sent. Så dette er nok gode nyheter for REC ja! Kina kan nok trolig ikke etter tollutsettelsen fornye REC sin antidumping-toll i januar på 57%. Det vil nok se fryktelig dårlig ut.
Petersen2
03.12.2018 kl 06:34
3211
Dette er særdeles gode nyheter for REC, blir spennende å se hvor høyt vi går i dag. Uten tvil så blir det ett veeeeldig bra ralllllllllyyyhhh
Tbra
03.12.2018 kl 08:29
2967
RSI over 50 , nå 54,51 tyder godt + gode nyheter setter nok fart på aksjen i dag og videre mot lysere tider for REC.