Archive for the ‘Solarvalue’ Category
Wednesday, June 20, 2007 2:52 pm | Edgar A. Gunther
Neutral event for almost all shareholders
Gartmore Investment Limited, London, has acquired an over 10% stake in Solarvalue AG (XETRA:SV7) from Solarvalue Holding GmbH in a private placement at the going rate. The official press release is New Major Shareholder (Deutsch).
What does this mean for investors and the Solarvalue Balance Sheet? A secondary offering is stock sold by an existing shareholder (or shareholders) not by the company itself. Given that Solarvalue’s total capital stock is 840,000 shares, ten percent (10%) of those shares is 84,000, and if the going rate is about €40 per share, the approximate value
Monday, June 11, 2007 2:53 am | Edgar A. Gunther
Quick Photovoltaic News Tidbits
I decided to revive the Light Flashes from last September and prefix Solar to satisfy the search engines. Solar Light Flashes will provide an ad hoc channel for the various factoids and observation pairs I stumble upon during my research for posts. Most of these factoids do not justify a complete post; combined I expect them to be informative.
This post is arranged in alphabetical order, and the company name or topic links back to my last significant related post.
Blue Square Energy (BSE):BSE has been busy rounding out the team by hiring a CFO… Read More >>
Acknowledging those who helped me achieve this milestone
As mentioned in GreenVolts CEO Bob Cart addresses California Clean Tech Open 2007 Kick-off Event, GUNTHER Portfolio turned one year old on May 16, 2007. Since this is a bit of an indulgence, I don’t want to rehash the recent Post 100 on GUNTHER Portfolio when I thanked readers and subscribers. I just want to offer directed thanks to those who helped this Blog get established in the early days.
First, I have to thank Solarvalue for working with an unknown Blogger when they were operating in stealth mode trying to seal the TDR deal.
For no particular reason, I checked the Solarvalue AG (XETRA:SV7) website this evening, and I stumbled on this German only release of their 2006 Annual Report, Geschäftsbericht 2006 zum Download. The German version may have been released on March 29, 2007? The English link to the same report has April 18, 2007, as the release date.
This report shows how important it was for Solarvalue to land a strategic partner (Solarvalue goes “Back to the Future” with Moser Baer Photo Voltaic partnership). Solarvalue had total assets of about €1.622 million at 2006 year end and working capital requirements of €15 million to get solar grade silicon production
Monday, April 9, 2007 2:21 am | Edgar A. Gunther
Solarvalue AG flip flops on going it alone and finds a Silicon partner
First, a correction to my post, Moser Baer PV invests in Solarvalue AG, is required. This transaction should be described as MBPV, a wholly owned subsidiary of Moser Baer India Limited (BOM:517140), has acquired a 40% stake in Solarvalue Proizvodnja d.d., with Solarvalue AG (XETRA:SV7) retaining 60% ownership. Per the joint presentation:
Moser Baer will do a significant investment as a shareholder in this project. The acquisition will guarantee MBPV an assured supply of high grade solar wafers and help Solarvalue increase the production capabilities of its silicon production plant in Ruse.
At joint press conference between Solarvalue AG and Moser Baer Photo Voltaic Limited (MBPV)I was taking a quick look at the press materials, and Moser Baer PV presented a few slides on their Photovolaltaic strategy. I expect Solarvalue will place this presentation on their website soon.The Solaria Supercell has a striking similarity to the Stellaris technology presented at 19th NREL Industry Growth Forum. This photo is also on the MBPV website Technology page.Per the grainy diagram from the presentation which I presume relates to Solaria, strips of thin film are used by this low concentration approach, not multicrystalline silicon. I will examine this in further detail later. Also, please see my previous post, Solaria spills low
Thursday, March 29, 2007 4:07 pm | Edgar A. Gunther
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Thursday, March 29, 2007 1:41 am | Edgar A. Gunther
I haven’t written a post about Solarvalue AG (XETRA:SV7) since Solar Grade Silicon roads lead to Ruše - Part 3. I was sort of boycotting them after Solarvalue Newsletter 1/2007, and the past two press releases were a bit more hype than substance:
Solarvalue Site in Slovenia Takes up Engineering Work in Preparation of Solar Silicon ProductionSolar grade silicon produced from metallurgic silicon - Solarvalue AG presents process at Photovoltaic Technology Show 2007
I did get to speak with Solarvalue’s Investor Relations contact, Maximilian Fischer, on Wednesday, March 14, 2007. While we had
Monday, February 26, 2007 3:07 am | Edgar A. Gunther
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[Maribor and Ruše, Slovenia]TDR - Metalurgija Visit with Solarvalue AG
Photo: TDR facility with Solarvalue redlines and my blue circle of the Ferrochrome Building
Since Solar Grade Silicon roads lead to Ruše - Part 2 (please see the end of this post for corrections), the news flow from Solarvalue AG (XETRA:SV7) (http://www.solarvalue.com) has been disappointing. While I know readers were anticipating the next installment of the Ruše series, both investors and I have lost confidence in the company after:
Solarvalue to proceed without Strategic PartnersAdditional Solarvalue AG Secondary Placements PlannedSolarvalue Newsletter 1/2007
Solarvalue beta links live!Solarvalue AG (XETRA:SV7) HAS NOT announced these beta links! Check out the new Solarvalue website here and even a Solarvalue Blog here before they are no longer accessible or the new website is launched.
I was just reviewing sources of traffic to my Blog when I stumbled upon this. So I guess Solarvalue is tired of those pesky Bloggers asking hard news questions, and they have decided to cut out the middleman. I am not saying where I found this. After all, I need to keep a few secrets to preserve my PV Blogger job!
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