REC Silicon (RECSI)

[Ringreven1]

Noen som har lin til RECSI discorden?

[Itzrukutsk]

Lurer på om noen har tatt over og stengt discorden eller noe. Serveren forsvant fra lista og invite link funker ikke mer.

Edit: denne lenken funker https://discord.gg/qBAZ79XQ

[Ringreven1]

Fungerer ikke den heller, merkelig…

[BankruptBeforeLunch]

Gruppen er i hvert fall fortsatt aktiv.

Invite: https://discord.gg/XVrK4C4t

[Anordam]

Noen som har invitasjon til Rec gruppen på discord ? Takk
Mvh Andreas

[Sa2ri]

REC Silicon Investors

[E24Bot]

Rec Silicon kan ha blitt en glemt aksje

Rec Silicon kan ha blitt en glemt aksje

[BankruptBeforeLunch]

Folk er trett på å vente. ML er oppe i full kapacietet om ett år eller enda lengre frem. Hur mye man kommer at tjene er ikke kjent. Så folk selger og kjöper noe annet, der de veit hva de får.
De som kan tenke sig at vente, venter. Det er ju ikke så stor omsettning og så lenger det finns folk som synes 13NOK er en bra pris så holder seg kursen der. Det er jo noen som kjøper og.

[Culibre]

Enovix and Group14 Announce Collaboration to Develop Best-in-Class Silicon...

[Culibre]

Qcells Announces Expansion of Strategic Alliance with Microsoft

[Culibre]

Rec Silicon-storeier inngår kontrakt med Microsoft

[julietkilo]

Norsk batteripulver ønsket av USA

TLDR:
Cenate har hatt besøk i Østfold, av Joe Bidens spesialrådgiver på klima og energi, Sarah Ladislaw. For å se på silisiumspulveret de lager til den nye batterigenerasjonen.

Artikkelen viser til at Cenate ser på Washington [Moses Lake] og Montana [Butte] for etablering i USA - hvilket er kjent for oss i og med RECs lokasjoner der.

Men kanskje flere saker av denne typen kan få resten av markedet til å våkne og se hva som nå manifesterer seg rundt REC.

De har også tatt med at flere andre batteriselskaper jobber med silisium i batterier nå som insentivordningene er på plass “over there”. Meget bra at dette får større dekning i Norge.

[TekBot]

REC Silicon - Invitation to presentation of fourth quarter 2023 results

REC Silicon ASA (REC Silicon) will release its Q4 2023 results on Thursday,
February 8, 2024, at 7:00 a.m. (CET).

…

Vis børsmeldingen

The same day at 8:00 a.m. (CET), the company will host a presentation of the
results at Stortingsgata Kurs & Konferanse (Høyres Hus), Stortingsgata 20,
Oslo, Norway.

Following the presentation, it will be opened for questions from the audience.
The presentation and the following Q&A session will be in English.

A live webcast from the presentation can be accessed at www.recsilicon.com or
with the following
https://channel.royalcast.com/landingpage/hegnarmedia/20240208_10/

Webcast participants need to register to post questions.

About Us

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

Kilde

[TekBot]

REC Silicon Shutdown of Polysilicon Business in Butte

Moses Lake, Washington USA – February 7, 2024: REC Silicon ASA (“REC
Silicon”), announced that its wholly owned subsidiary REC Advanced Silicon
Materials LLC is shutting down its polysilicon production capacity at its
…

Vis børsmeldingen

Butte, Montana facility.

The shutdown of the polysilicon business in Butte is primarily necessary due
to the regional structural imbalance in supply and demand for electricity and
is part of REC Silicon’s strategy to ensure long-term profitable operations.
Discontinuing the polysilicon production at Butte will significantly reduce
annual energy consumption and operating costs.
The polysilicon business will continue to produce for approximately six to
nine months to fulfill polysilicon supply obligations to the company’s
customers. After the supply obligations are satisfied, the company expects
that the workforce in Butte will be reduced accordingly, along with some
others across the company that support the Butte business line. The company is
working out the details with respect to the shutdown and will provide
additional information to impacted stakeholders as it becomes available.

“The decision to shut down the polysilicon business in Butte was very
difficult from a human perspective because of the impact on REC’s workforce.
The team in Butte has been resilient and resourceful, making vast improvements
in our offerings and gaining a significant presence with key customers while
balancing a focus on quality and cost. I am grateful for their hard work and
dedication. We did everything in our power to return profitability to the
polysilicon business in Butte, however, forecasts for sustained high
electricity costs that are outside of our control necessitated this decision.
After the transition has been fully executed, we expect an accretive impact to
our earnings. Most importantly, we will have full focus on Butte’s globally
leading silicon gases business. We will work towards executing more investment
and product opportunities available due to that leading position as well as
the tailwinds the Chips, IRA and Infrastructure Acts are providing,” said Kurt
Levens, CEO.

The short and mid-term increased electricity pricing in the region is not
expected to abate and will not allow for profitable operations in the
polysilicon business line. The company took short-term mitigative measures
that included electricity hedging, optimized production, and increased sales
prices. These efforts minimized the losses in the short-term, however, the
decision taken is primarily about the mid to long-term viability of a very
power-intensive polysilicon process located in a high electricity cost region,
particularly relative to alternative manufacturers and regions. In keeping
with our long relationships and significant continuing presence in the
Semiconductor materials supply chain, REC Silicon will execute the shutdown in
a manner that balances the best interests of all stakeholders and previous
commitments.

Contacts

Jack Yun
CFO, REC Silicon
jack.yun@recsilicon.com

Nils O. Kjerstad
IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@recsilicon.com

About Us

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 disclosure under the Norwegian Securities
Trading Act, §5-12. The information was submitted for publication at
2024-02-07 11:08 CET.

Kilde

[Basket]

Game over?

[HO5]

ENØK tiltak. Skal spare strøm. Verden må reddes må vite.

[polygon]

Er nok en 100% bedriftsøkonomisk fundert beslutning dette. Nå kan de produsere mer siliangass som de tjener mer på i Butte og konsentrerer polysilicon-produksjonen til ML.

Men en litt dårlig formulert melding som naturligvis umiddelbart tolkes som veldig negativ midt i åpningstiden?

[Kronn]

Lenge siden sist, men da ble det noe rec på 9 blank

[BankruptBeforeLunch]

Ha! Jeg rakk å fleske inn en order. Denne blir vel handelstoppet snart?

[polygon]

du mener CB på vei oppover igjen nå?

Er faen meg helt utrolig at de ikke pauset handelen forut for den meldingen