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This Quarter's Sentiment:
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SocialPicks Community
wfr
WFR
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-27.73%
in
137 days
This is a sooner or later play. Low level debt, good debt management, a Billion liquid and "smart everything", (semi), coming - as Obama rolls out the energy policy. Concerning solar, by the way, WFR does solar, (wafer) also... This stuff about wafer glut, it's temporary, 4Q rise seems immenent - I believe $25.-$29. as the "new" bottom seems reasonable 1Q 2010!
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WFR is a sell
WFR
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+19.43%
in
6 days
(closed on 09/09/08)
Wfr is a sell as oil is finding it's way back to 70 dollars a barrel. Wouldn't that be nice. Good luck
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WFR 20080818
WFR
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-73.01%
in
448 days
MEMC Electronic Materials (WFR) designs, manufactures and sells silicon wafers for use in the semiconductor and solar industry. Recently, the company has been battered by series of problems such as slowing demand, new competitors, manufacturing problems and declining oil prices which threaten to undermine the renewed interest in solar technology. These issues are resolving with WFR demonstrating the superiority of their product over competitors and solar energy becoming a top priority for both U. S. political parties as a necessary part of the current energy crisis. This should result in...
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Took a giant hit today. Excellent long play.
WFR
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-69.64%
in
473 days
WFC supplies many of the world's solar companies with the guts for their systems. This is an excellent discounted price. I'm going extra long, 2009/2010 on this one with some options. A few k in options today could turn into something amazingly bright 12-16 mos from now.
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Bullish on WFR ...
WFR
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-81.41%
in
655 days
ROIC, book value, and EPS growth on a 5 and 1 year basis of > 30% with an increasing trend , along with a strong Piotroski analysis makes for a strong value case. Projected 2008 growth of 40% with a current PE ~ 21 and PEG < 1 makes for a strong PE expansion case. Has performed well through the downturn and looks good as momentum play. As a growth story, companies hoping to cash in on the solar incentives in Spain and Germany prior to lower government subsidy payouts are out of time; they must deploy 2008 or receive smaller payments forward.
Major concerns to this grow...
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From the Blogosphere
MEMC To Acquire SunEdison; Posts Q3 Loss; Stock Falls
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In a major diversification move, polysilicon producer MEMC Electronic Materials (WFR) this afternoon said it will acquire SunEdison for at least $200 million in cash and stock. SunEdison, which developers, finances, owns and operates solar projects, has about 300 employees. Investors in the company include Goldman Sachs, MissionPoint Capital Partners, Black River Asset Management, Greylock Partners, HSH Nordbank and Applied Materials (AMAT). <>Terms call for MEMC to pay the $200 million purchase price 70% in cash and 30% in stock; the deal also includes a provision for an earn out of up to $89 ...
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Solar Stocks Slide On Worries Over German Subsidies
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Uh-oh. For years, Germany has been by the far the world’s largest solar market, thanks to an extremely lucrative feed-in-tariff program. But the cost of the program has become a political issue in Germany recently. And now a spokesman for the ruling Christian Democrats has warned that the government intends to reduce incentives for generating solar power as early as next year. <>According to Bloomberg, Joachim Pfeiffer, the “energy spokesman” for the party, noted that there has been a massive increase in solar capacity in the country, at a time when solar-power panel prices have plummeted. “W<><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
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Citi Ups AMAT to Buy; $17 Target
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Citigroup analyst Tim Arcuri today raised his rating on chip equipment maker Applied Materials (AMAT) from “Hold” to “Buy,” writing in a note to clients that he expects Applied will see a “significant new wave” of purchases of its SunFab equipment for making solar panel modules. Arcuri raised his price target to $17 from $15 and raised his earnings estimate for next year from 42 cents to 46 cents. He swapped out MEMC (WFR) from Citi’s “Top Picks Live” list in favor of Applied. <>Following on the European Photovoltaic Solar Energy Conference last week, Arcuri writes that the c...
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WFR Climbs On Takeover Chatter
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<>MEMC Electronic Materials (WFR) shares are trading higher today on vague rumors that the company might be a takeover target. The rumors have been picked up by TheFlyOnTheWall.com and Briefing.com, among other places; but there doesn’t seem to be much substance to the chatter. I’d note that WFR is a frequent subject of speculation, sometimes more specific than others: back in March there was talk that the company might be acquired by BASF. The Street was rightly skeptical that time, and of course, no deal ever materialized. I can’t see why you should have any more confidence in the buzz <><><>< /><>< /><>< /><>< /><>< />< />...
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MEMC Electronic Materials Quickly Recovers from Earnings Warning
Two days ago, MEMC Electronic Materials (WFR) issued a late earnings warning stating that it …experienced a disruption in production at its polysilicon facility in Pasadena, Texas due to an equipment failure on August 7, 2009, requiring a large portion of the facility to be shut-down…The lost production and related costs are expected to negatively affect the company’s revenue and margins in the third quarter of 2009.
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