Top Solarwert - hat die Keiner auf der Rechnung?

As of December 31, 2013, the company's total backlog was $602.2 million comprised of equipment orders only. This included $298.7 million in the polysilicon segment, $11.3 million in the PV segment and $292.1 million in the sapphire segment. New orders during the fourth quarter of calendar 2013 were $23.8 million. The company adjusted backlog down by approximately $47.3 million during the quarter primarily related to an arrangement with an ASF customer that was modified. All orders for sapphire material have been and will continue to be excluded from backlog going forward.

On an annualized basis, during 2014, the company expects revenues to range from $600 million to $800 million, with approximately 15% of total revenues occurring in the first half of the year. The company expects that its sapphire segment will account for more than 80% of total revenue in 2014. The sapphire segment includes the company's equipment and materials businesses in the LED, industrial and consumer electronics markets.

During the first quarter of 2014, the company expects to generate revenues in the range of $20 million to $30 million with a non-GAAP loss per share of $0.20 to $0.25.

Consolidated gross margins for 2014 are expected to be in the range of 25% to 27%, reflecting lower margin material shipments during the year, inefficiencies related to the ramp up of the sapphire materials business and underutilization of the company's equipment operations.

The company expects that 2014 non-GAAP earnings per share will be in the range of $0.02 to $0.18. This assumes an average outstanding share count of 148 million shares.

The company's cash balance at year end is currently expected to be in the range of $400 million to $500 million.

detailliert hier:finance.yahoo.com/news/...ologies-inc-announces-121500738.html

finance.yahoo.com/news/...ologies-inc-announces-121500738.html

War aber wohl auch der s.a.Artikel.

Ansonsten sind die 20 nur noch eine Frage von Wochen, wenn man dem Analysten Eco traut.

Gruss

..was für eine Performance!

Frage ist, ob man nachkaufen sollte...

So wie sie bewaffnept sind, gehört Ihnen der zukünftige Saphir-Markt! Spreche jetzt nicht von den jetzt zu hunderten entstehenden Kopierfirmen in China, die qualitativ hintan stehen.

Schwer, schwer...

Eigentlich muss man nachkaufen...

Brian Lee, Goldman Sachs analyst, announces initiation of coverage GT Advance Technologies (NASDAQ: GTAT [FREE Stock Trend Analysis]) with a Buy rating and a price target of $20.

The initiation follows a recent catalyst of Apple's next-gen iPhone launch coming this fall. GTAT will be supplying sapphire materials as part of the display cover design for the new iPhone.

Read more: www.benzinga.com/news/14/03/4363391/...;Fid=GTAT#ixzz2v1TjaUJH

Da wir beide schon in dem Wert sind, stellt sich die Frage, warum wir (also Du und ich) nicht Analysten bei Goldmann Sachs sind?

Meine, was soll das jetzt: toll, KZ 20§. Grosse Klasse.Wissen wir doch schon längst.

Wahrscheinlich muss der aber in Harvard etc. studiert haben, entsprechende Eltern, die es finanziert und gespusht haben etc.etc.

So sind wir also bei ariva und spekulieren also rum.

Also dann mal ein Tip vom Analysten Eco an Analyst Kicky: Bin vor 2 Tagen in Kandi zu 17,34 glaub ich eingestiegen. Hier mein KZ by end of april: 40!

Gegentip?

da hast du wohl ins Schwarze getroffen. Denkst du wirklich, dass bei 20 schon Schluss ist? Auch wenn die beiden Unternehmen nichts miteinander zu tun haben, hoffe ich auf eine ähnliche Performance wie bei Hydrogenics :-) Bin gespannt auf das Orakel Eco1...

seekingalpha.com/article/...se-than-gorilla-glass?source=yahoo

......The Material Science Matters

In almost every measurable way, it appears that crystalline sapphire is mechanically superior to Gorilla Glass. Take a look at the summary table below pulled from some GTAT marketing material. I confirmed the Gorilla Glass specifications (Gorilla Glass 2) with Corning's own marketing material.

....In regard to the other mechanical properties listed, sapphire seems to have a significant advantage. For example, sapphire has approximately three-fold greater hardness when compared to Gorilla Glass ....

said Cramer gestern bei CBC   I just can't endorse this stock up here. www.cnbc.com/id/101473713?Fid=GTAT&Filter=GTAT

nysepost.com/...hnologies-inc-nasdaqgtat-is-in-limelight-47079

.... Apple is sure it wants to use sapphire in its future products. Based on GT Advanced Technologies Inc (NASDAQ:GTAT)’s acquisitions of 518 different sapphire furnaces & chamber systems as well as another 420 machines which are on order, analyst & sapphire expert- Matt Margolis has projected that this Arizona plant might produce approximately 100-200M 5 “sapphire displays annually. Apple is one of the biggest customers that Corning has and if the former decides to shift completely to sapphire, it will definitely have an adverse impact on Corning’s profits and the display industry as a whole.

On the other hand, GT Advanced Technologies Inc (NASDAQ:GTAT) stands to gain from this transition. Producing these sapphire displays at very large volumes to serve Apple might boost new cost savings & innovation in the manufacture of sapphire that will make it a very viable alternative for various other manufacturers apart from Apple. Very recently, GT Advanced Technologies Inc (NASDAQ:GTAT) bought a solar-panel company that has developed a completely new technique of slicing hard-materials very thinly, with the use of an ion-particle accelerator. If this same technique is applied to the making of sapphire, and if it is possible to combine it with the sapphire-laminating system has already been patented by Apple, price of sapphire will come down drastically.

premarket
www.nasdaq.com/press-release/...echnology-for-a-20140311-00347

www.nasdaq.com/symbol/gtat/premarket

GT Advanced Technologies Inc., (Nasdaq:GTAT), today announced the signing of a $336 million supply agreement with Cosmos Chemicals Berhad to provide equipment and technology for a 25,0000 metric ton annual (MTA) polysilicon facility, a project sponsored by Saudi Arabia based Project Management & Development Company (PMD), that will be located in Sarawak, Malaysia. Under the terms of the agreement, which is subject to financing, GT will supply its complete suite of polysilicon production equipment and technology including engineering services, hydrochlorination, SDR™ CVD reactors, filament production, and polysilicon processing. Cosmos Chemicals Berhad is currently securing final financing for the project. Contingent upon completion of this step, GT expects the project to commence in phases beginning with the commissioning of engineering work followed by an equipment order.....

Glück muss der Mensch haben hab die heute morgen erworben

I'm expecting GT's existing backlog of $600m to be worth $450m by the end of 2014. I am forecasting new orders of $1.5B to arrive in 2014 with approximately 77% of those orders to come from existing markets including PV equipment, sapphire equipment and polysilicon. GT just received a $336m order for PV equipment and technology for a project in Malaysia and as a result they appear well on their way to achieving my $1.5B estimate of new orders in 2014. The macroeconomic environment for poly, solar and sapphire are all extremely supportive as we exit 2014 and head into 2015. LED equipment utilization is at or near 100%, Solar is expected to run through the excess poly supplies and drive up the polysilicon price per KG from $21 to $25 by the end of 2014. Solarbuzz is already estimating a major comeback in solar capital equipment purchases by 2015. GT is well positioned on several on projects in the Middle East, that are each worth $300-500m annually. GT's management has been estimating that the PV projects from the Middle East will begin to hit revenue in 2016. GT's Power Tec agreement is likely to contribute $100-200m in revenue in 2015 and 2016 alone. GT's solar and PV business averaged a combined $600m in recognized revenue over 2010 and 2011. The upcoming capital expansion will reward low-cost, thin-film and innovative solutions with significant orders. The remaining $350m of new orders or 23% of 2014 bookings will come from GT's Hyperion and SiC (Silicon Carbide) business.
.............................

Conclusion:

I am currently forecasting GT to earn $0.62 in 2014, $2.75 in 2015 and $4.26 in 2016. Revenue forecasts are as follows; $1.331B in 2014, $3.177B in 2015 and $4.416B in 2016. I have assumed 148 million shares in my EPS calculations. My current forecast does not include Apple's iPad being covered in sapphire glass. It also does not include any additional use of sapphire on Apple devices outside of cover screens. My forecast does not include the any additional revenue if GT pursued and entered materials business related to downstream LED, power electronics or landed a massive contract with Tesla to provide graphene for their $5B Lithium-Ion Battery Giga Factory. My financial summary is below for 2014 through 2016..
static.cdn-seekingalpha.com/uploads/2014/3/...4-1_11_08-am.png

GT's future is extremely underappreciated and misunderstood but Wall Street analysts and GT cannot and should not ever be labeled as a "sapphire materials company" or as "just a solar company" ever again. They are quietly establishing themselves as a leader in cutting edge, disruptive and game changing technological innovation....

seekingalpha.com/article/...dervalued-by-wall-street-analysts?

Shares of GT Advanced Technologies (GTAT) are climbing after research firm Canaccord wrote that the company's results are poised to exceed Street expectations.... WHAT'S NEW: After attending GT's analyst event on March 14, Canaccord analyst Jonathan Dorsheimer expects the company to benefit from the recovery in the solar energy market. Moreover, new products introduced by GT Advanced may increase the company's revenue by several billion dollars each year, Dorsheimer contended. More importantly, the new products reduce the company's risk by diversifying its offerings, the analyst added. GT is also poised to benefit from its deal with Apple, the analyst wrote. He kept a $21 price target and Buy rating on GT Advanced.

www.theflyonthewall.com/permalinks/...lts-beating-expectations

deutlich verlängern.GTAT hat vor Kurzem gemeldet ,dass sie hier deutliche Fortschritte gemacht haben.seekingalpha mit Analyse hierzu:
seekingalpha.com/article/...-device-battery-power?source=yahoo

seekingalpha.com/article/...s-is-still-a-buy?isDirectRoadblock

The main growth outlet for the company will be the sapphire segment, as I mentioned above, and GTAT's agreement with Apple will be a game changer for the company. Apple has decided to make an advance payment of $578 million for the five years starting from 2015. The payment will either be in the form of cash or will be reimbursed for the orders of Apple.

In addition, the company has recently signed another contract worth $336 million to provide equipment and technology to Cosmos Chemicals Berhads. The company will provide the gear for 25,000 metric ton annual (MTA) polysilicon capacity to Cosmos Chemicals. Considering this figure, the company now has a total order backlog of $938 million. The global demand for polysilicon-based solar energy is rising. This is supported by the fact that polysilicon demand is expected to rise 25% this year to 282,000 metric tons.

Fundamentals will Improve

The company beat the earnings estimate for the fourth quarter; however, the revenue figure was lower than the estimates. There was a substantial increase in the research and development expenses as well as interest expense. The guidance for the first quarter of the year is also disappointing and the expected revenues and earnings figures are below the estimates. However, the forecast for the full is year is better than what the market expected, indicating that the majority of the revenue will be coming in the later part of the year. For the full year, the company expects revenue in the range of $600-700 million and EPS of 2-18 cents - consensus estimates for the full year EPS were 8 cents.....

The stock is currently trading at a forward P/E ratio of about 22, which is expected to come down to close to 12 by 2016. Improving fundamentals and the growth in the business segments gives strength to my belief that the rise in the stock price is justified.

In my opinion, GTAT is one of the most attractive investments present in the market at present. The growth in the respective business segments is clear and the fundamentals of the company will be very attractive. I believe there is still a lot of potential in this stock and we will see it trading at a substantially higher price by the end of the year. As the company reports impressive performance during the later parts of the years, the stock price will be positively affected.

Hallo Kicky,

Bin nun auch investiert.

gr. pippo

However, the company noted that the on-cell and cell-to-cell interconnect features of the flexible grid are claimed to make a PV module more resilient when subjected to temperature cycling and mechanical flexing. The Merlin technology is claimed to enable PV manufacturers to design highly reliable, lightweight, lower cost modules that are less expensive to install, according to the company.

"Over the last several years, we have been reviewing PV systems at a number of solar farms to gain a better understanding of performance over time," said Govindasamy Tamizhmani, Ph.D., president of TUV Rheinland PTL, a leading provider of safety testing, performance testing and market certification for the photovoltaic marketplace. "A number of key issues have been identified, including solder bond failures, hot spots and ribbon-to-ribbon solder bond failures. I am quite excited regarding the Merlin technology developed by GT Advanced Technologies as it goes a long way to minimize or eliminate these issues."


www.pv-tech.org/news/...ls_game_changing_solar_cell_technology

www.barchart.com/opinions/stocks/GTAT

- das Glas hat mehrer bessere Eigenschaften und somit könnte man das Glas dünner machen sodass das Smartphone auch dünner wird. 1/2 so dünn.

wie du siehst sind die pros sehr schwach zu den contras.

Warum investiert apple?

momentan besteht das glas vor der kamera und das glas beim fingersensor aus Sapphire-Glas.

weiters möchte apple auf der rückseite solarpanele von GT Advanced Technologie anbringen. laut berechnungen wäre es fast schön möglich das Iphone sowie Ipad innerhalb von 2 stunden komplett aufzuladen. (vorausgesetzt keine wolken mittagssonne und 90° einstralwinkel - realistisch sage ich m.m. nach sinds 4 stunden)
Ich finde diese idee herforragend. diese idee hatte ich schon vor jahren und währe ein rießen wunsch meinerseits. nun ist die frage wie teurer dann das Smartphone wird max. 100€ (m.m.) mehr darfs nicht ausmachen.

letzter punkt: apple plant die iwath dort wird m.m. nach sicher das Sapphire-Glas eingesetzt werden. Da Uhren immer großen Reibungen ausgesetzt sind, ansonsten zerkratzt das glas zu schnell und das glas ist ja kleiner als bei iPhones.

Dies alles zu apple zu der Solarsparte gäbe es auch noch einiges zu sagen. ein andermal mehr.

Danke dir für die Aktie, als gegenleistung dafür diese ausführliche recherge (habe 6 stunden rechergiert).
Ich muss sagen bin sehr sehr überzeugt von GT Advanced Technologie.


Danke xxx. Schöne Grüße aus Italien Pippo.

Ps: Sorry wegen Rechtscheibfehler und Gramatik!

--------------------------------------------------

Wenn ich was falsch verstanden habe bitte korregiert mich.

Just a week ago, GT announced that it signed a $336M agreement with Cosmos Chemicals Berhard to supply equipment and technology for a 25,000 metric ton per annum Polysilicon production facility in Malaysia. This deal comes on top of the OCI phase 4 deal, which is valued at $260M and is expected to be shipped in 2015. This is highly positive for GT, as it de-risks the dependence of the Polysilicon backlog on OCI. More than that, it teaches us that rising Polysilicon prices is already making producers reach investment decisions in respect of new facilities. I believe that Polysilicon revenues in 2015 will be in the range of $650M. In my opinion, it is still too early determine 2016 revenues, as this business is driven by large unpredictable contract wins. That said, in the recent technology presentation GT held on Friday, interesting information was presented by the company. For those of you familiar with the Polysilicon market, you know that current production capacity is substantially bigger than current global demand. Demand, driven by the exploding solar industry, is on the path to cause Polysilicon shortage beginning in 2016-2017. This will cause Polysilicon producers to expand their capacity, and the new 25,000 MTA facility in Malaysia is just the beginning
Thinking of GT opportunity as a dollar amount per 1 MTA capacity, we can think ahead about the Polysilicon business in the coming years. GT announced the Malaysian contract is worth $336M. $336M divided by 25,000 MTA is $13,440.

GT is not the only player in this market, but GT is the market leader. In 2012, GT estimated its share in this market at 70%. Even if we cut GT share to 50% just to be careful, we get the following:

2015 Polysilicon Orders: $60M

2016 Polysilicon Orders: $480M

2017 Polysilicon Orders: $753M

This forecast takes into account that the PV market will continue to grow (which I firmly believe) and Polysilicon manufacturers will be able (financially) to build new capacity.

The Merlin is a true game-changer by changing the way of connecting solar cells and building a solar module. Instead of connecting the cells in strings using tabs, GT invented a way of connecting the cells directly one to another, thus reducing silver paste consumption by about 80%.

I expect market adoption to be high given the appealing cost-reduction Merlin offers. Thus, I see the case for 20% market adoption as the most likely. But I think taking a margin of safety here will be the smartest thing to do until we actually see Merlin sales, so I assume $800M of Merlin revenues in 2018.

Let's sum up the PV business revenue expectation until 2018.

   Merlin revenues (working backwards) will be $800M in 2018. $400M in 2017, $240M in 2016, and about $100M in 2015.
   DSS revenues will be $40M in 2014, $120M in 2015, and $240M in 2016.
   HiCz revenues will be $80M in 2014, $240M in 2015 and $480M in 2016.
   Total PV segment sales will be $120M in 2014, $460M 2015, and $960M in 2016.
....seekingalpha.com/article/...ed-technologies-an-investor-manual

hab heute nachgekauft

translate.google.de/

ist zwar sehr holprig,aber einigermassen verständlich

Last fall, SunPower announced it would expand production capacity by 25% after running at or very near full capacity for all of 2013. Similarly, First Solar has indicated it will invest in reducing both its manufacturing costs and work to increase the efficiency of its panels. The actions of these two leaders in the U.S. solar industry is an indication of the growing demand for solar panels:demand could essentially triple (or more) over the next three year
g.foolcdn.com/editorial/images/112377/...olar-demand_large.JPG

The key products GT Advanced introduced for its core PV solar market are the SDR-1K CVD Reactor, and 5th generation FBR to produce TCS (a key ingredient in panel silicon). These new products both significantly reduce the manufacturing cost by cutting energy consumption and increasing output capacity, while also costing less to acquire -- per unit of production capacity -- by 50% as compared to the first generation. Additionally, GT's HiCZ (TM) system is designed to be more efficient and automated than what is available on the market today.

GT recently signed a deal to supply $336 million of equipment to Cosmos Chemicals for a new polysilicon production facility in Malaysia. This new facility will have an annual production capacity of 25,000 megatons with a much lower cost of production than older facilities it will compete against.
Here's how GT Advanced sees the opportunity playing out for its latest SDR, FBR, and HiCZ technologies by 2017:g.foolcdn.com/editorial/images/112377/...demand-2017_large.JPG
Combined, these alone represent more than $3 billion in market potential.

Merlin could change efficiency, reliability game for panel makers
As demand for polysilicon increases, solar manufacturers will be challenged to continue finding ways to reduce the cost per watt of panels. GT Advanced says its Merlin technology will reduce the total system cost by more than 10%, by reducing the module cost, increasing the panel efficiency, and also making for easier-to-install panels.
The keys behind Merlin are that it can be integrated into existing lines, meaning it's much easier and cost-effective for panel makers to get the cost benefits without having to build new production lines to support Merlin. Merlin's key benefits are its reduction in silver used to make the panels, as well as the large bus bars that shade parts of the panels and reduce efficiency. The initial data supports a gain of 0.7% in efficiency just by changing to GT's Merlin technology, while simultaneously reducing the manufacturing cost.

Final thoughts: Just the beginning
For investors concerned about the company's large exposure to Apple, this is a great reminder that -- as important as the Apple deal is -- GT's future is much bigger. The company is in a unique position to benefit from the significant growth in demand that companies like SunPower and First Solar will be experiencing over the next several years. By offering technologies that will allow panel makers to both reduce manufacturing costs and increase production line capacity, GT is set to grow its business in a big way. ....
www.fool.com/investing/general/2014/03/25/...ogies-doesnt.aspx

(hab mal die ständigen Hinweise auf fools Lieblinge Sunpower und First Solar weggelassen)

Abverkauf oder Konsolidierung???

Gilford Securities reiterated a Buy rating on GT Advanced Tech

Analyst, Nimal Vallipuram, said, "Sapphire has potential applications in smartphone/tablet displays due to its durability, hardness, and its scratch-proof and shatterresistant qualities...While it is difficult to offer a timetable for this adoption by phone/tablet manufacturers, the potential market from this application could be significant for sapphire manufacturers and their upstream technology suppliers.If this market comes into fruition, the additional opportunity could multiply the sapphire furnace unit demand for GTAT...We see around 3% potential adoption by smartphones by 2014 driving the sapphire furnace market north of 650 per year."
www.streetinsider.com/Analyst+Comments/...apphire/7722352.html

wie eine leicht Abwärts gerichtete Kursbewegung nach einem starken Anstieg sieht es irgendwie nicht aus. Ich hoffe, dass es bald eine Gegenbewegung gibt und die aufgelaufenen Gewinne nicht zu Nichte gehen.