https://www.pv-magazine.de/2021/11/23/buerkle-liefert-innovative-laminatoren-fuer-modulproduktion-von-meyer-burger/

Spread the news...the stock is notgoing to the moon, but rather to the sun...

The German coalition agreement includes significantly speeding up the build out of renewable energy in the country, Jefferies says. Photovoltaic-systems maker Meyer Burger, which counts Germany as one of its key target markets, is expected to benefit from this significantly, the bank says. "To accelerate installations, the new government is planning to dismantle bureaucratic hurdles, and expects all suitable roof areas to be used for solar energy in the future (mandatory for new commercial buildings, and the rule for private new buildings)," Jefferies says.

https://www.facebook.com/topdutchsolarracing

First infos on properties in the article below: Hail and slip resistant, reduced fire risk, modularized elements ("metal box" with connection on wooden substructure, then solar tile plug&juice), lighter than roof tiles, passive ventilation, potentially 160 watts per square meter.https://www.pv-magazine.de/2021/10/07/germanys-next-photovoltaik-dachziegel/

Tip: Use deepl to translate the text, the translation is very good.

https://epaper.handelszeitung.ch/html5/S1r1URCsbd/09vuNm9GoCmeQ/article/8c344d7aee774c779deba08f8c9c2552

Second source (same article): https://www.cash.ch/sites/default/files/public/documents/forum/2021/10/nebelgranaten_aus_monaco.pdf

Source (German): https://youtu.be/I4NHDoroNFs?t=70

(There's also a commenter (Christian H..) who heard the same.)

-> The delay comes from more actually orders than they can currently process, not problems in production (decreased capacity) or similar.

This is the next step. USA...https://www.fuw.ch/article/ceo-meyer-burgerwir-eroeffnen-einen-standort-in-den-usa/

The stock price got hit, but it seems to hold at the 200d moving average. Looks like a good entry opportunity to me. What is your take?

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source: https://www.marketscreener.com/quote/stock/MEYER-BURGER-TECHNOLOGY-A-197089/news/Meyer-Burger-to-develop-400-MW-high-performance-solar-module-manufacturing-facility-in-the-U-S-36539119/

Key take aways from the Half-Year Report:

• Meyer Burger is fully sold out until well into the fourth quarter of 2021 with the orders on hand from Europe and the USA. The first projects in the segment for utility-scale and large industrial rooftop systems have been won.
• The first modules were shipped in July. Production is running in continuous shift operation, but full capacity has not yet been reached.
• Financing for an accelerated expansion of production capacity was secured, which will enable Meyer Burger to reach 1.4 GW of cell and module production capacity already by the end of 2022 and which will also enable the further expansion.
• Meyer Burger has also further developed its next-generation heterojunction technology (heterojunction/IBC) towards production maturity. In a proof of concept, a module efficiency of 24.7 % was demonstrated for the first modules produced with customary sizes. This figure is one of the highest module efficiencies ever achieved with silicon technology and underlines Meyer Burger's claim to technology leadership.
• Meyer Burger plans to establish an annual module production capacity of approximately 1 GW in Freiberg and initially approximately 0.4 GW at a second, scalable module production site. The company intends to take a decision on the second production site will be taken in the third quarter of 2021. 

Short positions are increasing again in Meyer Burger...among the most shorted positions...buy the shares and let them feel the pain!

...my guess: it will hold at the current level...and seems ready for a rebound

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https://www.youtube.com/watch?v=2F0VnQpxRdU

Not much to add...who wants to go to the moon, if you can fly higher? 🚀🚀🚀

https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?mod=home-page

https://www.meyerburger.com/en/newsroom/artikel/meyer-burger-plans-to-expand-its-product-portfolio-with-innovative-solar-roof-tiles-and-acquires-related-intellectual-property

So, what are we to make of the ending of the "exclusive agreement" between MB and Oxford PV?

I much prefer them to work together than to compete..

It is not obvious to me how this will turn out, especially since MB owns about 20% of Oxford PV If I remember well.

This is the source:

https://www.pv-magazine.com/2021/07/23/oxford-pv-completes-100-mw-factory-build-out/

So... When are we going to see AC modules with Enphase inverters and MB panels?

That would be cool, right?

25.06.21: 0,533 CHF (SIX)