REC’s management still anticipates that it will re-start its PV polysilicon production in 2023, despite some anticipated oversupply from new capacities coming on stream. However, the political landscape in the US seems to be generating some uncertainties. As we see the re-opening of Moses Lake as a key component for future success, a go decision would trigger a different valuation as well as a different perception of the company.
The recent capital increase (~NOK964m) will give the company add ....
18 Feb 2022
There is some hope for 2023
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There is some hope for 2023
REC’s management still anticipates that it will re-start its PV polysilicon production in 2023, despite some anticipated oversupply from new capacities coming on stream. However, the political landscape in the US seems to be generating some uncertainties. As we see the re-opening of Moses Lake as a key component for future success, a go decision would trigger a different valuation as well as a different perception of the company.
The recent capital increase (~NOK964m) will give the company add ....