Solco - die Solarperle mit sehr viel Potential
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ABN 27 084 656 691
Re: Continued Profit Growth to 31 December 2008
Solco announces the following un-audited financial key performance indicator outcomes for its
operations for the 6 months to 31 December 2008 with comparator performance for the 2 prior
periods:
Relevant Key Performance Indicator 6 month period
01/07/08 to 31/12/08 (Note 1) 01/01/08 to 30/06/08 (Note 2) 01/07/07 to 31/12/07 (Note 3)
Revenue 11,433,020 9,543,637 6,965,755
EBITDA 501,173 392,529 (210,111)
EBIT 477,840 359,735 (240,330)
NP 477,840 359,735 (240,330)
Note 1: Un-audited, Note 2: Audited, Note 3: Reviewed
Despite the global economic downturn, demand for photovoltaic (PV) energy products remains strong,
underpinned by indicated continuing government support for clean energy solutions to assist in
reducing greenhouse gas emissions.
Over the last 6 month period Solco has continued to focus on its core wholesale distribution operations
(Choice Electric) as well as to continue to rationalise non core business lines.
Further, to lend additional strength over forthcoming months to assuring timely execution of the
Company’s strategies, Mr David Richardson has accepted the role of “Director with responsibility for
operational and management development”.
“These are testing economic times for many companies, and despite Solco’s continuing demonstrated
growth and profitability, David’s depth of relevant experience, and more active engagement with the
executive team, will assure Solco is well positioned to continue to drive shareholder value” said Steven
Cole, Solco’s Chairman.
Mark Norman, Solco’s CEO, said “Having worked closely with David in the past, I look forward to both
his leadership and his support as we together tackle the opportunities and issues presenting to the
Solco group.”
____________________
Darren Crawte
Company Secretary
29 January 2009
http://www.solco.com.au/pdf/solco_asx_29_01_2009.pdf
SOLCO LIMITED (ASX : SOO)
ABN 27 084 656 691
Re: Solar Photovoltaic sales continue to drive growth
Strong Photovoltaic (PV) System demand resulted in sales to customers of $7.89 million during the 3rd
quarter driving total sales for the fiscal year to date of $19.33 million, a 73% uplift on the comparable
period last fiscal year.
Solco’s continued focus on its core wholesale distribution operations (Choice Electric) as well as
continuing to rationalise non-core business lines has been instrumental in profitable growth and
positive net operating cash flows of $1.04 million for the quarter.
Inventory levels of $4.82 million and cash at bank of $3.47 million allow Solco to continue to provide
and purchase in-demand products to service the needs of our customers within the growth driven
market sector of renewable energy.
Trading conditions, EBIT margin levels and product appeal to Australian consumers were assisted by:
• continuing discounting of international pricing in foreign currency terms for silicon based PV
panels due to reduced European demand;
• modest improvement of AUD$ against other currencies over the quarter, although Solco
operates on a fully hedged basis for major international purchases;
• and government sponsored renewable energy rebate initiatives.
The attractiveness of domestic and commercial solar power installations across Australia will continue
to be enhanced if PV panel prices continue to fall and black energy costs rise further. This situation
may lead to increased competition in the Australian green energy market from new domestic and
overseas entrants, especially in light of current difficulties in other sectors and markets. We believe
Solco is well positioned within the Australian market to take advantage of this expected growth and
combat competitive challenges.
With fallout from the world economic crisis continuing and cohesive long-term government energy
polices across all states yet to be delivered, performance growth can not be assured. However,
Solco’s forward order book and continued projected customer demand continues to be strong.
______________________
Darren Crawte
Company Secretary
29 April 2009
der komplette Bericht:
http://www.asx.com.au/asxpdf/20090429/pdf/31h9d0njnxybc0.pdf
SOLCO LIMITED (ASX: SOO)
ABN 27 084 656 691
Re: Profit Guidance for Financial Year 2008/ 09
__________________________________________________
The Board of Solco is pleased to release the following profit guidance for the financial year ended
30 June 2009, subject to final audit year end adjustments and operational performance in June.
FY2008/2009 Forecast FY 2007/2008
Actual
Unaudited Audited
$000 $000
Revenue 26,000 – 26,500 16,509
NPAT 1,500 – 1,600 119
The Board, management and staff have spent recent years focusing on the Company’s core
business including operational efficiencies and revenue growth, whilst exiting unprofitable or
marginal business lines. This year’s continuing improvement in performance positions the
Company to take better advantage of future growth opportunities within the renewable energy
sector
Projected revenue represents around 60% growth compared to the previous financial year. The
Company also looks forward to continued growth in 2009/2010, but the extent of demand for the
Company’s products remains hard to predict given the industry’s dependence on Government
policies initiatives, global product pricing movements, technology enhancements and currency
exchange rate volatility..
Managing Director, Mark Norman, stated that “Our strong growth in sales over the last 12 months
has been driven by strong focus on the Company’s core business operations, along with improved
geographic penetration within the Australian market, supported by favourable government rebate
programs, increasing black energy costs and an awakening within the community to the benefits of
solar powered systems in reducing our carbon footprint.”
About Solco
Solco’s main operations are in the wholesale and distribution of solar power, small wind and
pumping solutions around Australia and overseas, supplying a combination of imported and
locally-sourced products. We cater for corporate and government clients directly, and residential
customers through our distribution network. Our brands include GridPower ™, Solco Choice
Electric, Solar Energy Systems, Sun Mill ™, Remote Power, Solartech Genius ™ and Solco
Manufacturing Systems.
For more information please contact:
Mark Norman Darren Crawte
Managing Director Company Secretary
Solco Ltd Solco Ltd
Solco verfügt aktuell über ca. 3,5 Mio. AUD Cash und ist daher mit ausreichend Liquidität versorgt! - Zumal der Cash-Bestand derzeit sogar mit hohem Tempo zunimmt, da Solco derzeit profitabel arbeiten! ... Aus finanzieller Sicht ist also alles OK!
Insgesamt verfügt Solco derzeit über ca. 12 Mio. AUD an kurzfristigen Vermögenswerten (davon 3,5 Mio Cash)! Bei den langfristigen Vermögenswerten sind es in etwa 1 Mio. AUD!
Damit kommt Solco auf ein Gesamtvermögen (Bilanzsumme) von ca. 13 Mio. AUD ... Darin enthalten sind kurzfristige Verbindlichkeiten von etwa 5 Mio. AUD.
Damit verfügt Solco über ein Eigenkapital in Höhe von ca. 8 Mio. AUD, woraus sich eine Eigenkapitalquote von ca. 60% errechnen läßt! Somit ist Solco derzeit auch bilanziell kerngesund aufgestellt! ...
Das Management hat am 9. Juni eine Prognose für das aktuelle Geschäftsjahr (2008/2009) , welches am 30. Juni endet, abgegeben! Danach rechnet das Management mit einem Umsatz von 26,0 - 26,5 Mio. AUD! Der Nettogewinn soll sich auf 1,5 -1,6 Mio. AUD belaufen! ...
Angesichts einer extrem niedrigen Marktkapitalisierung von nur 10 Mio. AUD (199,6 Mio. Aktien * 0,05 AUD) ergibt sich für das bald endende Geschäftsjahr 2008/2009 ein KGV von 6,5! ...
FAZIT:
Angesichts der sehr positiven Entwicklung in den letzten Monaten/Quartalen und der positiven Aussichten, sowie der guten finanziell wie auch bilanziellen Lage, erscheint die Aktie mit einer MK von nur 10 Mio. AUD (KGV: 6,5) völlig unterbewertet! ...
Daher sehe ich Solco Ltd. als ein "Value-Invest" mit "mittlerem Risiko" an! ...
Freue mich auf einen Meinungsaustausch mit den Rest der Investoren! ... :-)
Sincerely,
argentarius
Gleichwohl haben die langfristig orientierten D-Anleger der Aktie die Stange gehalten, der Kurs der Aktie hielt sich auch in den ersten Verlustzeiten noch auf einem ordentlichen Wert, die MK war im Verhältnis zum Umsatz und insbesondere dem Betriebsergebnis zunächst recht hoch.
Das Vertrauen in SOLCO kehrt nun nur langsam zurück, obschon sich die Rahmenbedingungen radikal geändert haben. Zu berücksichtigen ist auch, dass sich SOLCO von einem innovativen Unternehmen in vielen Bereichen der solaren Energienutzung (auch mit Endprodukten aus eigener Produktion, siehe den GENIUS-Warmwasserbereiter) bzw.der globalen SMS-Vermarktung fast ausschließlich zu einem PV-Großhändler entwickelt hat. Hierdurch wurden zwar die Geschäftsrisiken erheblich reduziert, allerdings auf Kosten der Fantasie der Anleger in eine schnell sich entwickelnde und auszahlende neue Geschäftsidee.
Die MK entwickelt sich unter diesen Umständen nur langsam und nur entsprechend der laufenden Betriebsergebnisse.
SOLCO bleibt unter der gegebenen Umständen ein langfristiges Invest mit derzeit guten Aussichten bei heutigem Einstieg.
Sollten sich zur derzeit guten und profitablen Geschäftsentwicklung neue, die Fantasie der Anleger anregenden Geschäftsfelder hinzugesellen, wird sich die Aktie einer künftig sprunghafteren Entwicklung nicht entziehen können.
Man darf also durchaus auf die nächsten zwei Jahre gespannt sein!
Gruß
Halotri25
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Canberra, Australia: Astronergy and Solco Start Marketing Thin Film Modules
Astronergy, a Chint company, and Solco Ltd are combining to bring Astronergy’s range of high quality panels to Australia. This includes Astronergy’s second-generation amorphous / microcrystalline silicon tandem thin film PV (a-Si/µc-Si) modules.
Astronergy has invested US$150 million into solar panel production, both crystalline silicon and thin film. The first 30 MW production of the tandem thin film solar modules will reach full capacity in Q4 this year, while crystalline silicon panels have been in production since 2006. Astronergy’s thin film conversion efficiency has reached 9% currently, and the goal is to achieve 10% conversion efficiency in the near future.
“Whether in terms of technology or in terms of scale, Astronergy is leading the market for high-end thin-film PV modules,” said Dr. Liyou Yang, who is the President and CEO of Astronergy.
Yang spent 20 years in thin-film R&D, including an earlier role at BP Solar. He holds 18 patents in the field.
Launching this collaboration at the Australian industry’s annual ATRAA conference in Canberra, Mark Norman Solco’s CEO and Managing Director said “The collaboration between Astronergy and Solco Ltd’s subsidiary Solco Choice Electric will bring a quality and competitively-priced range of modules onto the Australia market. I am personally convinced that the Astronergy manufacturing process for the traditional crystalline modules is one of the best that I have seen anywhere in the world, and the new thin film product opens up many opportunities for large scale deployment across commercial and industrial rooves and facades.”
Quelle:
http://www.solarbuzz.com/news/NewsASMA245.htm
ABN 27 084 656 691
QUARTERLY ACTIVITIES UPDATE
Increased sales for the final quarter from the continued uptake of solar PV products were largely driven by
the Solar Homes and Communities programme and falling solar system pricing. .
Sales revenue from operations increased by a healthy 46% to $8.61m as compared to the corresponding period for 2008 fiscal year.
Notwithstanding the finalisation of the Solar Homes and Communities Plan’s rebate, there is a significant
back log of system installs that we believe will continue through to at least the end of this calendar year. This
has been caused largely due to the unprecedented demand in the final weeks of the programme.
Although legislation has not yet passed for the replacement Solar Credits programme we expect this to occur
during the first quarter of the 2009 financial year and for demand to increase during quarter two. Based upon
the strong growth experienced in fiscal year 2008/09 and the expected demand in the first half of this fiscal
year, we have invested in growing our stock level to $6.8m from $5.26m at the end of the 3rd quarter.
From a working capital perspective we are pleased to report our third consecutive quarter where we have
generated a net operating cash flow of at least $1m. Cash at bank as at 30 June 2009 was $4.54m.
ATRAA 2009 CONFERENCE
With its strong profitable growth in the solar PV market, Solco Choice Electric will be expanding its presence
at the national PV conference and exhibition, ATRAA 2009 in Canberra. At this exhibition we will be
releasing an expanded range of products to better service this rapidly expanding market, solidifying our
position as a key renewable components and systems supplier.
weiterer Text :
http://www.asx.com.au/asxpdf/20090731/pdf/31jv8kp8q0v4d0.pdf
die aktie hat mit starken kursgewinnen unter recht hohen umsätzen reagiert ...
http://au.finance.yahoo.com/q?s=SOO.AX&x=0&y=0
weiter so solco und du wirst die "ungerechtfertigte mini-marktkapitalisierung" bald hinter dir lassen... ;-)
salve
Choice Electric Co.
Welcome
Choice Electric Co. is a dynamic solar power wholesale company with over 20 years experience in solar energy equipment. Warehousing facilities on both the East and West coast of Australia support a distribution network that spans the country and extends into the Asia-Pacific region. We are proud of our products and our ongoing commitment to reliability and one-call technical assistance.
We have strong relationships with our many suppliers, as well as with local and state governments, and their representative organisations. This allows us to offer the comprehensive sales knowledge and technical support to back-up the long-term management of systems and installations.
Recently, we have been heavily involved in providing solar systems for schools across the country. To date we have installed over 75 of these systems throughout Western Australia and Queensland, including the remote Torres Strait Islands, and there are more in the pipeline for the future.
http://www.choiceelectric.com.au/index.php
Solco Ltd (ASX: SOO)
ABN 27 084 656 691
Record Profit and Maiden Dividend
Solco continues its corporate and business turnaround to post a record profit of $1.79 million for the fiscal
year 2008/2009 and deliver a maiden unfranked dividend of 0.25 cents per share. The dividend is expected
to be paid on 30 September 2009 for registered shareholders as of 2nd September 2009
Financial highlights for the year:
• Group revenue for 2008/20009 was up 68% to $27.779 million (compared to $16.509
million for 2007/2008) primarily reflecting business growth in its wholesale distribution
business of PV and related products;
• Group net profit for 2008/2009 was up significantly to $1.8 million (compared to a modest
profit of $0.1 million for 2007/2008.”
Solco’s net profit performance has shown a dramatic and positive forward growth curve since the
corporate turnaround lead by David Richardson (now major shareholder and Non Executive Director), with
assistance from Steven Cole (as Chairman). This commenced during 2006/2007 after the Company posted a
record loss of shareholder funds of $5.89 million in 2005/2006.
“This is a very satisfying outcome” said Mark Norman CEO “and a credit to the whole Solco/Choice Electric
team”
“Solco is a company committed to delivering shareholder value and returns. The Board, which also includes
Ian Campbell, the former Federal Government Environmental Minister, takes delight in being in such a
financial position, in terms of profit and cash availability, to pay a maiden unfranked dividend of 0.25 cents
per share to its loyal shareholders” agreed David Richardson and Steven Cole.
The Company’s Annual Report which was released today contains further information on Solco and its
operations.
About Solco
Solco’s main operations are in the wholesale and distribution of solar power, small wind and pumping
solutions around Australia and overseas, supplying a combination of imported and locally-sourced
products. We cater for corporate and government clients directly, and residential customers through our
distribution network. Our brands include GridPower™, Solco Choice Electric, Solar Energy Systems, Sun Mill
™, Remote Power, Solartech Genius ™ and Solco Manufacturing Systems.
For further information about this announcement please contact Mark Norman on 08 9334 8100
FY 2008/09 Actual FY 2007/08 Actual
$000 (Audited) $000 (Audited)
Revenue 27,779 16,509
NPAT 1,791 119
Cash at Bank 4,539 3,481
Earnings per share 0.90 cents 0.06 cents
Revenues from ordinary activities up 68% to $27,779,135
Profit/ (loss) from ordinary activities after tax attributable to members
up 1400% to $1,791,012
Net profit (loss) for the period attributable to members
up 1400% to $1,791,012
Der komplette Bericht :
http://www.asx.com.au/asxpdf/20090825/pdf/31k8xc69mxvv20.pdf
Solco Ltd (ASX: SOO)
ABN 27 084 656 691
Confirmation of Dividend Timetable
Solco would like to confirm the following timetable for the payment of the final dividend for the 2009
financial year which was announced earlier this morning:
Amount 0.25 cents ($0.0025) per share
Franked/ unfranked Unfranked
Record Date 2nd September 2009
Anticipated payment date 5th October 2009
This timetable is in accordance with that shown on the Company’s Appendix 4E lodged earlier today but
corrects the announcement titled “Record Profit and Maiden Dividend” which indicated an anticpated
payment date of 30th September.
SOLCO LTD
http://www.asx.com.au/asxpdf/20090825/pdf/31k9g5m4wj5f6g.pdf
"glückwunsch" allen die an solco geglaubt haben ... :-)
salve
Weiter so!
Vielleicht kommt jetzt sogar noch Richtig "Stimmung" in die Bude
(Stellar Res., unbedingt mal reinschauen, Danke!)
Solco Ltd (ASX: SOO)
ABN 27 084 656 691
PROFIT GUIDANCE
Solco is pleased to provide preliminary profit guidance for the half year to 31 December 2009. This
guidance is subject to review by the Company’s auditors.
6month ended 31/12/09 (expected) $000
Turnover 14,500 - 15,500
NPAT 1,500 - 1,700
12month to 30/06/09 (audited) $000
Turnover 27,779
NPAT 1,791
Following a maiden dividend for the 2009 financial year, Solco’s net profit performance has shown a
continued growth curve since the corporate turnaround lead by David Richardson, the company’s
Executive Chairman. This commenced during 2006/2007 after the Company posted a record loss of
shareholder funds of $5.89 million in 2005/2006.
“The provisional indications for the half year are a very satisfying outcome given the uncertainty in the
renewable energy sector at the moment, and a credit to the whole Solco/Choice Electric team” said
Managing Director, Mark Norman.
Solco expects the next six months to provide a number of different challenges as increased demand and
cheaper product come to market.
“We have been lucky to maintain our volumes to date this year, but there has been significant pressure on
gross profit margins which we expect to continue over the second half of the financial year.” said Mark
Norman
About Solco
Solco’s main operations are in the wholesale and distribution of solar power, small wind and pumping
solutions around Australia and overseas, supplying a combination of imported and locally-sourced
products. We cater for corporate and government clients directly, and residential customers through our
distribution network. Our brands include GridPower™, Solco Choice Electric, Solar Energy Systems, Sun Mill
™, Remote Power, Solartech Genius ™ and Solco Manufacturing Systems.
For further information about this announcement please contact Mark Norman on 08 9334 8100
SOLCO LTD
ABN 27 084 656 691
126 Sheffield Road, Welshpool, WA 6106 P.O. Box 37, Welshpool, Western Australia 6986
Office: 61-8-9334 8108 Freecall 1800 454 161 Fax: 61-8-9334 8199 Web: www.solco.com.au
http://www.asx.com.au/asxpdf/20091222/pdf/31mwfpbby1860y.pdf
Der operativ Gewinn lag im Q2 bei fast 3 Mio. AUD ... Der Cash-Bestand beläuft sich zum 31.12.2009 damit auf ca. 6 Mio. AUD ...
Wirklich gute Quartalszahlen die Solco da melden konnte ... Die Aktie reagiert ebenfalls deutlich positiv! ...
salve
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Mit einer Marktkapitalisierung von gerademal 19 Mio. AUD erscheint mir eine Solco angesichts der hohen Profitabilität, des starken Cash-Bestandes und der Tatsache das Solco sogar eine Dividende bezahlt, doch recht unterbewertet! ...
Alleine im 1.HJ 2009/2010 hat das Unternehmen einen Umsatz von 17,5 mio. AUD generiert ... Der operative Gewinn lag bei 2,1 Mio. AUD und der Netto-Gewinn (laut Management-Prognose) bei 1,5-1,7Mio. AUD ...
Da der erzielte Halbjahresumsatz aber die eigene Management-Prognose deutlich übertreffen konnte, ist auch beim Gewinn noch mit einer "positiven Überraschung" zu rechnen (= Netto-Gewinn über Management-Prognose) ...
Mit dem HJ-Gewinn 2009/2010 hat Solco bereits den Gesamtjahresgewinn aus dem Geschäftsjahr 2008/2009 erreicht! ...
Der Cash-Bestand von Solco belief sich zum 31.12.2009 auf über 6 Mio. AUD und er dürfte aufgrund der hohen Profitabilität weiter stark ansteigen! ... Die Bilanzsumme beläuft sich aktuell auf etwa 18 Mio. AUD und das Eigenkapital auf etwa 9 Mio. AUD (= Eigenkapitalquote von ca. 50% - Tendenz steigend) ...
Daher halte ich eine Solco mit einer aktuellen MK (Heimatbörse) von gerademal 19 Mio. AUD für "merklich unterbewertet" ...
salve