Memc

Kennt die jemand?

Wer sich mit den ganzen Solarschrott beschäftigt, müsste die eigentlich kennen.
Bei 20 wollte ich einsteigen...:-(
Nun schau ich nur zu!

       
       

Seit 2 Monaten in meinem Depot  

meinen Glückwunsch! Da warst Du wohl cleverer als ich...:)


 

was es bei conergy runter ging - ging es hier rauf -
nicht ganz, aber fast -
***das ist doch m E. der zulieferer von conergy
limi  

MEMC hat sich keinen guten namen derzeit gemacht.

 

das schaut übel aus wen man meint man ist der größte.  

MEMC Announces Executive Changes


2009-10-09 08:01 ET - News Release




ST. PETERS, Mo., Oct. 9 /PRNewswire-FirstCall/ -- MEMC Electronic Materials, Inc. today announced three organizational changes to its corporate leadership team. The changes align the business around MEMC's primary end-markets, semiconductor and solar, placing operating responsibility with two senior executives as the company moves closer to a more formalized business unit structure in the future.



First, Ken Hannah, who has served as Senior Vice President and Chief Financial Officer since April 2006, has been promoted to the new position of Executive Vice President of MEMC and President of MEMC Solar Materials. In this role, Hannah will be responsible for all sales and manufacturing operations for polysilicon and solar wafers.



Second, semiconductor wafer sales and manufacturing operations will be led by Shaker Sadasivam in his new role as Executive Vice President of MEMC and President of MEMC Semiconductor. Sadasivam has been with MEMC for 19 years, most recently as Senior Vice President of Research & Development. Sadasivam will continue as head of Research and Development.



Third, Tim Oliver has been appointed Senior Vice President and Chief Financial Officer, effective November 2. Oliver was most recently employed by Metavante Technologies, where he was the Senior Vice President and Chief Financial Officer. Prior to joining Metavante in July 2007, he served as Vice President and Treasurer of Rockwell Automation since May 2004. Before Rockwell, Tim worked as Vice President of Investor Relations and Financial Planning for Raytheon Company. Tim also held positions in investment banking earlier in his career.



All three executives will report to President and Chief Executive Officer Ahmad Chatila.



"These changes will strengthen our corporate leadership team and allow us to enhance our customer focus and service," said Ahmad Chatila. "The semiconductor and solar industries are two separate markets with distinct customers. As our solar business continues to evolve, the time has come for us to establish executive leadership dedicated to addressing the needs of our solar and semiconductor customers individually, and Ken and Shaker are the right people to lead those efforts."



Chatila continued, "We are delighted to have Tim Oliver join our executive team. With his leadership skills, financial and business acumen and breadth of experience, we are confident that Tim will be a valuable contributor to MEMC in the months and years ahead."  

"Die Einigung in dem Streit zwischen den beiden Unternehmen gilt für Conergy als überlebenswichtig."

und für MEMC  ? schad, das hier so gar nix gepostet wird !

Interessant find ich beide aktien -   limi  

...weil 2011-Aublick besser als erwartet ausfällt und Goldman Sachs die Aktie auf "buy" hochstuft.
http://www.reuters.com/article/2011/02/02/...es-idUSN0223254120110202

Außerdem verkündete MEMC heute die Rückkehr in die Gewinnzone
http://www.it-times.de/news/nachricht/datum/2011/...ositive-stimmung/

MEMC heute in Frankfurt mit +11,6% aus dem Handel.
Zur Stunde am NYSE mit 15,4% im Plus.

Hier freue ich mich auf morgen...  

wenns interessant wird?!

http://www.ariva.de/news/...Fertigungsanlage-fuer-Solarzellen-3784481  

in meinen Augen eine der Turnaround Stories des Jahres...

Nach dem huetugen Artikel in der FAZ bezüglich der Prognosen für die 2 Q Gewinne sehr bullish.  

Netto-Ergebnis -18 %

alle Zahlen & Fakten findet ihr hier:

http://www.finanznachrichten.de/...third-quarter-2011-results-008.htm  

bei 4 USD.

Nach wie vor bullish. Obwohl ich wohl der Einzige bin...  

Vorläufige Ergebnisse für das vierte Quartal übersteigen Prognosen; Unternehmen reagiert auf starke Verluste mit Umstrukturierung

hier der Artikel:

http://www.solarserver.de/solar-magazin/...-mit-umstrukturierung.html  

Für das Quartal rechnet das Unternehmen mit einem Nettoverlust zwischen 1,33 Milliarden US-Dollar (etwa 1 Milliarde Euro) und 1,50 Milliarden US-Dollar (etwa 1,2 Milliarden Euro). Am 08.12.2011 hatte MEMC angekündigt, im Rahmen einer Umstrukturierung die Belegschaft um 20 Prozent zu reduzieren, einzelne Abteilungen zusammenzulegen und eine Polysilizium-Fabrik zeitweise zu schließen.

“Wir haben auf die fortschreitende Abwärtsspirale in der Halbleiter-Industrie sowie auf den Zusammenbruch des Solar-Marktes mit einer erheblichen Umstrukturierung reagiert. Diese wird unser Geschäft stärken”, sagte MEMC Geschäftsführer Ahmad Chatila.

“Obwohl unser Solar-Geschäft 2011 gewachsen ist, blieben die Hochspannungsleitungen mit über 100 Megawatt hinter unseren Erwartungen zurück. Anfang des neuen Jahres wollen wir unsere Umstrukturierung abschließen und mit unserem Solar- sowie dem Halbleitergeschäft in die Gewinnzone zurückkehren.


Endgültige Geschäftsergebnisse werden am 15.02.2012 veröffentlicht

Wie viele große Wafer-Produzenten hatte auch MEMC unter einem anhaltenden und einschneidenden Preisverfall bei Silizium-Wafern zu leiden.

Für das vierte Quartal 2011 rechnet das Unternehmen mit Verlusten zwischen 6,50 US-Dollar (zirka 5,1 Euro) und 5,78 US-Dollar (zirka 4,5 Euro) pro Aktie. MEMC beendet das Quartal mit frei verfügbaren Mitteln von etwa 586 Millionen US-Dollar (zirka 458 Millionen Euro) und einem Gesamtvermögen von mehr als 800 Millionen US-Dollar (zirka 625 Millionen Euro).  

kommen die genauen zahlen. Es kann demnach nur positive Überraschungen geben.  

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inShare0Share0 MEMC Electronic Materials Inc. (WFR) is scheduled to announce its fourth quarter fiscal 2011 results on February 15, 2012, after the market closes. Following MEMC’s negative pre-announcement during mid-Jan, we notice major downward movements in analyst estimates.

Third Quarter Overview

MEMC delivered decent third quarter results, beating the Zacks Consensus Estimate on the bottom line. The quarter’s adjusted earnings came in at 34 cents per share, which were much above our expectation. The adjusted figure excludes the impact of restructuring charges, goodwill impairment charges and other non-operating items, but includes direct sales and lease-back from the Solar Energy segment. On a GAAP basis, MEMC posted loss per share of 41 cents.

MEMC reported non-GAAP revenue of $859.0 million, which shot up 56.0% from the year-ago quarter. However, GAAP revenue increased only 2.6% year over year, while posting a sequential decline. Among the segments, Solar Materials witnessed a weak growth, while Semiconductor Materials and Solar Energy recorded a modest growth.

Margins have declined on a year-over-year basis on lower pricing for its semiconductor and solar chips.

Fourth Quarter Guidance

Weak demand along with painfully low silicon prices in the semiconductor and solar industry are leading to the changes. Following weak demand trends, MEMC lowered its revenue and earnings/loss per share guidance provided during the major restructuring held in December 2011. The company now expects fourth quarter 2011 non-GAAP revenue in the range of $753.0–$792.0 million (previously $789.0–$861.0 million) and GAAP revenue of between $698.0 million and $733.0 million (previously $523.0–$585.0 million). Non-GAAP loss per share is expected between 23 cents and 17 cents and GAAP loss per share is expected between $6.50 and $5.78. Previously, MEMC expected non-GAAP EPS in the range of (5)-10 cents and GAAP loss per share in the range of $6.38–$5.20.

Agreement of Analysts

All of the 7 analysts providing estimates for the fourth quarter revised their estimates downward in the last 30 days. Out of the 10 analysts providing estimates for fiscal 2011, 7 made downward revisions in the last 30 days. Also, a similar movement was noticed for fiscal 2012. No positive revision was witnessed, indicating a challenging quarter ahead.

The analysts are concerned about declining solar wafer pricing due to an oversupply across the supply chain. The analysts believe that it will not be possible for MEMC to offset the price declines with the ongoing cost reduction program.

Magnitude of Estimate Revisions

The movement of the Zacks Consensus Estimates for the fourth quarter and fiscal 2011 point toward the negative sentiments of the analysts. For the past 30 days, Zacks Consensus Estimates for the quarter and full year decreased 14 cents and 9 cents, respectively, to negative 14 cents and 33 cents. The Zacks Consensus Estimate for fiscal 2012 also dropped 9 cents during the similar time frame.

Recommendation

We believe that MEMC’s fourth quarter results would face pressure from solar price declines. However, stable pricing in the semiconductor vertical could provide some support. A continuous cost reduction measure is also encouraging.

To fight the ongoing pricing and demand crisis, MEMC announced a major restructuring in December 2011. As per the restructuring plan, the company would cut 20.0% of its global workforce, restrict production capacity in three facilities and combine Solar Materials and SunEdison businesses. By realigning its asset base and reducing its workforce, MEMC could achieve $200 million in annualized cash flow benefits by fiscal 2012, while dealing with the lower demand for its solar chips. We believe that this restructuring could prove a positive for MEMC going forward as the lackluster performance in the Solar Material segment will be offset by the steady performance of Solar Energy.

We see MEMC’s solar energy initiatives as a key driver for the long term. The company recently tied up with key players such as Flextronics International Ltd. (FLEX) and Jusung Engineering Co. Ltd. to make its solar ventures efficient and profitable.

But the recent cessation of a solar wafer supply agreement with Suntech Power Holding Co. Ltd. (STP), only because of a persistent fall in polysilicon prices, was alarming. Though we are unaware of any exact financial impact, we believe MEMC’s revenues and margins will be affected.

Moreover, there are risks of cuts in feed-in tariffs, which could affect solar deployments.

Currently, MEMC has a Zacks #3 Rank, implying a short-term Hold recommendation.  

MEMC Electronic (WFR) is expected to report Q4 earnings after the market close on Wednesday, February 15, with a conference call scheduled for 5:30 pm ET.

Guidance
The consensus estimate is (6c) for EPS and $769.49M for revenue, according to First Call. Following MEMC's negative pre-announcement during mid-Jan, analysts made major downward movements in their estimates. Given weak demand trends, MEMC lowered its EPS and revenue guidance during its major restructuring last December. The company expects Q4 non-GAAP EPs (23c)-(17c) and non-GAAP revenue of $753M-$792M. The estimated non-GAAP EPS range is below the previously estimated range primarily due to solar energy project timing and largely non-cash adverse tax effects associated with world-wide income distribution. Excluding these unfavorable tax effects, non-GAAP EPS for the quarter is expected to be in the range of (11c)-(5c).

Analyst Views
Expectations going into earnings are low, but Deutsche Bank expects the earnings call to act as a modestly positive catalyst for the shares. The firm expects the focus to be on 2012 EPS guidance and other performance metrics. Despite conservative assumptions, Deutsche sees 2012 EPS guidance at least in-line with consensus of 34c with upside potential to 50c-60c. In general, Deutsche sees upside risk to SunEd and some downside risk to semis -- with slower than-expected improvement in demand and greater-than-expected price decline. Consensus for Q1: 96c on $611.94M in revenue. Consensus for 2012: 28c on $3.06B in revenue.  

waren positive überraschungen dabei?

konnte auf den ersten blick nix entdecken...  

In light of the current uncertainty in the semiconductor and solar markets, the company is not providing specific revenue and earnings guidance at this time. Instead, we are providing information on how we view the markets we serve, and our position in those markets. Accordingly, the company expects the following, assuming no significant worldwide economic issues or other exogenous shocks in 2012:

For the first quarter 2012:

   Semiconductor cycle bottom in Q1 2012
       Expecting 10% - 15% lower revenue in Q1 2012 vs. Q4 2011
       Orders picking up for Q2 2012
   Solar energy systems interconnection volume of less than 100 MW
       Approximately 50 MW will be recognized for non-GAAP revenue
       Approximately 45 MW of balance sheet projects
   Solar energy systems average pricing of approximately $4.25/watt
   Operating expenses less than $110 million
   Capital spending less than $50 million
   Interest / other expense less than $25 million
   Non-GAAP tax rate of approximately 30%

Wenn mich jemand fragen würde, aktie meiden.  

die Jahresergebnisse verdaut sind und die Restrukturierung des Konzerns bisher offensichtlich gut verläuft, steigen die ersten wieder ein. Ich bin seit 3,73 USD mit ner kleinen Position 1000 Stk dabei.  

http://finance.yahoo.com/news/...plunge-cfos-departure-162739971.html  

von ehemals 1,40 € July 2012 auf nunmehr 7,40 €