REC Silicon (RECSI)

[kula]

Nå har både Group14 og Sila publisert litt av sine fremtidige planer i Moses Lake. Neste fredag er det klart for Q1. Spent på om Rec da vil lette litt på sløret, eller om de fortsatt vil være tilnærmet tause helt til melding om åpning av ML og avtaler med kommende kunder. Blir meldt. Ny stillingsannonse.

Hiring Human Resource Representative, - Moses Lake, WA

[feske1]

Over 10.000 produserer nå sin egen strøm

Stadig mer behov rec sine råvarer

[E24Bot]

Analytikere før Rec Silicon-tall: – En klar trigger for aksjen

Analytikere før Rec Silicon-tall: – En klar trigger for aksjen

[TekBot]

REC Silicon - First quarter 2022 results

Moses Lake, Washington USA - May 27, 2022: REC Silicon ASA (REC Silicon)
reported first quarter 2022 revenues of USD 34.6 million compared to USD 43.2
million in the fourth quarter of 2021. The Company also reported an EBITDA of
…

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USD 3.6M compared to a loss USD 0.4 million in the prior quarter.

The Company reported EBITDA contributed by the semiconductor materials segment
of USD 10.7 million for the first quarter compared to 9.3 million for the fourth
quarter. The increase in EBITDA is due primarily to higher product sales prices
and lower electricity costs compared to the fourth quarter of 2021.

Silicon gas sales volumes for the fourth quarter were 764 MT compared to 750 MT
during the prior quarter. Total polysilicon sales volumes for the quarter were
267 MT and polysilicon inventories increased by 103 MT.

REC Silicon reported cash balances of USD 204.0 million on March 31, 2022
compared to USD 110.5 million on December 31, 2021. The increase in cash was a
result of the placement of equity of USD 109.5 million associated with the
investment by Hanwha Solutions Corporation completed on January 19, 2022.

“Today, REC Silicon is announcing plans to restart production in Moses Lake,
Washington. We expect to realize first production during the fourth quarter of
2023 and reach full capacity utilization during 2024. The restart of production
is a direct result of Hanwha’s commitment to REC Silicon. We look forward to a
close relationship with Hanwha that allows REC Silicon access to Hanwha’s
strength and experience to unlock the value of REC Silicon’s unique position
with respect to solar energy materials, battery materials opportunities, and
semiconductor markets. We are currently discussing supplying Hanwha Solutions
with polysilicon and Hanwha Corporation with silane gas. These arrangements
would allow REC Silicon the opportunity to focus on manufacturing excellence and
to enhance market solutions through product development,” said James A. May II,
CEO of REC Silicon.

For more information, please see the attached first quarter 2022 report and
presentation.

The company will host conference call to present the results at 8:00am CET.
Following the presentation, it will be opened for questions from the audience.

The presentation and the following Q&A session will be in English.

To join the videoconference, use the following link.
https://channel.royalcast.com/landingpage/hegnarmedia/20220527_3/

Audiocast participants need to register to post questions.

For further information, please contact:
Douglas J. Moore, Chief Financial Officer
Phone: +1 509 989 0749
Email: douglas.moore@recsilicon.com

Nils O. Kjerstad
IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no

About REC Silicon
REC Silicon is a leading producer of advanced silicon materials, delivering
high-purity polysilicon and silicon gas to the solar and electronics industries
worldwide. We combine over 30 years of experience and proprietary technology
with the needs of our customers, with annual production capacity of more than
20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on
the Oslo Stock Exchange (ticker: RECSI), the Company is headquartered in
Lysaker, Norway.

For more information, go to: www.recsilicon.com

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

Kilde

[kula]

Rec Silicon kunngjør planer om å starte opp produksjonen i Moses Lake i...

[E24Bot]

Rec Silicon kunngjør planer om å starte opp produksjonen i Moses Lake fjerde kvartal 2023

Rec Silicon venter å starte opp produksjonen i Moses Lake i fjerde kvartal 2023

[E24Bot]

Rec Silicon venter å starte opp produksjonen i Moses Lake i fjerde kvartal 2023

Rec Silicon venter å starte opp produksjonen i Moses Lake i fjerde kvartal 2023

[Andre10k]

Da kom det faktisk konkrete news på kvartalsrapporten

[E24Bot]

Rec Silicon vil starte opp produksjonen i Moses Lake neste år

Rec Silicon vil starte opp produksjonen i Moses Lake neste år

[feske1]

Rec Silicon stiger etter Moses Lake-oppdatering

[TekBot]

REC Silicon - Notice of Annual General Meeting

May 30, 2022: Notice is hereby given that the Annual General Meeting of REC
Silicon ASA (REC) will be held as a digital meeting on June 22, 2022, at 9.00 am
CET.
…

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Please find attached Notice of the General Meeting and the REC Silicon
Remuneration report for 2021.

All documents are available at Investors - REC Silicon.

For further information, please contact:
Douglas J. Moore, Chief Financial Officer
Phone: +1 509 989 0749
Email: douglas.moore@recsilicon.com

Nils O. Kjerstad, IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no

About REC Silicon
REC Silicon is a leading producer of advanced silicon materials, delivering
high-purity polysilicon and silicon gas to the solar and electronics industries
worldwide. We combine over 30 years of experience and proprietary technology
with the needs of our customers, and annual production capacity of more than
20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on
the Oslo Stock Exchange (ticker: RECSI), the company is headquartered in
Lysaker, Norway.

For more information, go to: www.recsilicon.com

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

Kilde

[Andre10k]

Fin fin utvikling her nå, teknisk spretten

[polygon]

Voleon dekket inn shorten litt videre i dag. De siste ukene har det jo vært veldig lett å være en aktør som dem, men REC har vært et veldig dårlig valg. Vi synes ikke synd på dem.

https://ssr.finanstilsynet.no/Home/Details/NO0010112675

[Richardames]

Virker som de ikke får bestemt seg helt. Mye shorting og inndekning om hverandre. De øker vel short på strategiske nivåer i håp om at det er nok til å punktere en oppgang. 3.25% short er jo betydelig, når det nærmere seg høyeste kursen siden 2021.

Har tradet denne litt frem og tilbake, rett og slett fordi den er en yndet traderaksje. Når man tror den aldri skal under 20 igjen går den plutselig til 11kr.

[polygon]

“Handelskrigen var en katastrofe for Umoe. Det var derfor Rec gikk dårlig, og vi var dessverre tvunget til å selge.”

Mest kuriøst, men dette er alle første gang JUM innrømmer at salget til Røkke var et tvangssalg.

Knallår for investor Jens Ulltveit-Moe i fjor: – Betydelig mer morsomt enn...

Men sikkert er det at selskapet REC har vært en brutal maskin for omfordeling. Siden toppen for 15 år siden er aksjen fortsatt over 99% ned. Og Røkke gjorde altså 1650% på sin investering på to år.

[TekBot]

REC Silicon - REC Silicon and Ferroglobe Announce MOU for Solar Supply Chain Expansion

Moses Lake, Washington USA June 13, 2022: Hanwha Group investment and potential
passage of SEMA legislation provides spark to expand U.S. production of
polysilicon and metallurgical grade silicon.
…

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REC Silicon and Ferroglobe today announce a Memorandum of Understanding
committing the companies to negotiate a raw material supply agreement and
establish a low-carbon and fully traceable U.S.-based solar supply chain.

Recent investment by the Hanwha Group into REC Silicon, in conjunction with
Hanwha’s subsidiary Qcells, has sparked the impetus to expand REC’s long-
standing relationship with Ferroglobe and plan for the immediate development of
an end-to-end U.S. solar supply chain from raw silicon, to polysilicon, and
finally fully assembled modules. The impact of such investment would span from
Washington State, to Georgia, West Virginia, and beyond.

Passage of Senator Jon Ossoff’s Solar Energy Manufacturing for America Act as
part of a broad clean energy incentive package would make such plans immediately
possible.

As a leading producer of high-purity electronics and solar grade polysilicon
with assets in Moses Lake, Washington and Butte, Montana, REC is positioned to
help lead the U.S.’ clean energy transition. The recent Hanwha investment will
enable a re-start of the currently idle Moses Lake plant in 2023 and make
available high volumes of cost competitive, high quality, and low carbon solar
grade polysilicon.

Ferroglobe will be a critical partner in ensuring steady supply of fully
traceable metallurgical grade silicon metal produced in the U.S. from locally
sourced raw materials and utilizing its highly skilled domestic workforce.
Ferroglobe is one of the world’s largest producers of silicon metal and seeks to
leverage its technical and operational expertise across sites in West Virginia,
Alabama, and Ohio to support this effort.

The MOU commits the companies to work together to increase production and
employment at each of the companies’ facilities.

“It is imperative that the solar manufacturing industry grows and diversifies,”
said James A. May II, CEO of REC Silicon. “REC is committed to driving large-
scale investments in the United States, and we believe that the passage of SEMA
in particular would result in the creation of tens of thousands of high-paying
manufacturing jobs across the sector, accelerating the U.S. transition to clean
energy.”

Dr. Marco Levi, Ferroglobe’s Chief Executive Officer, commented, “The solar
industry is vital to the future of the global energy transformation. I am
thankful for Senator Ossoff’s leadership on this important initiative, which
will re-shore solar capacity in the U.S., and increase jobs to help the economy.
Furthermore, we are excited to collaborate with REC Silicon on this important
initiative. We have had a longstanding relationship with REC, and this MOU
aligns both companies’ respective expertise and competencies towards a common
goal which is critical to the United States.”

For further information, please contact:
Douglas J. Moore, Chief Financial Officer
Phone: +1 509 989 0749
Email: douglas.moore@recsilicon.com

Nils O. Kjerstad
IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no

About REC Silicon
REC Silicon is a leading producer of advanced silicon materials, delivering
high-purity polysilicon and silicon gas to the solar and electronics industries
worldwide. We combine over 30 years of experience and proprietary technology
with the needs of our customers, with annual production capacity of more than
20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on
the Oslo Stock Exchange (ticker: RECSI), the Company is headquartered in
Lysaker, Norway.

For more information, go to: www.recsilicon.com

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

Kilde

[Andre10k]

@TekBot

REC Silicon and Ferroglobe today announce a Memorandum of Understanding
committing the companies to negotiate a raw material supply agreement and
establish a low-carbon and fully traceable U.S.-based solar supply chain.

Recent investment by the Hanwha Group into REC Silicon, in conjunction with
Hanwha’s subsidiary Qcells, has sparked the impetus to expand REC’s long-
standing relationship with Ferroglobe and plan for the immediate development of
an end-to-end U.S. solar supply chain from raw silicon, to polysilicon, and
finally fully assembled modules. The impact of such investment would span from
Washington State, to Georgia, West Virginia, and beyond.

Passage of Senator Jon Ossoff’s Solar Energy Manufacturing for America Act as
part of a broad clean energy incentive package would make such plans immediately
possible.

[Richardames]

Er Ferroglobe allerede en leverandør?

[polygon]

@polygon

Og så hører det også med til historien at en bergenser med navn Atle Sandvik Pedersen herjer helt ekstremt i denne aksjen - trader helt vilt mellom sin private konto og et AS han eier alene.

Var kjapt inne og så på dette igjen, og det er virkelig helt vilt hvordan han holder på. Med flere millioner aksjer daglig.

[Babbai]

Ser man på listene her på Tekinvestor, ser man jo at de grafene som viser aksjebeholdning går opp og ned som jojoer for de mange av de største aksjonærene - og nesten for alle som er største kjøpere og selgere. Her er det nok mange som trader - evt. låner ut og får tilbake aksjer fra short relativt ofte. Har ikke sett noe tilsvarende for andre aksjer