iguanito
Forumer storico
Ricordi se rimborsa tramite ammortamento? io non ricordo.ragazzi niente panico dai...
ricordiamo cmq che dopo i rimborsi parziali, adesso questa di nominale e' sui 381...
Obbligazioni in default Ristrutturazione SolarWorld 6,125% 2016 (XS0641270045) 6,375% 2017 (XS0478864225)
- Creatore Discussione 0451850
- Data di Inizio
arkymede74
Forumer storico
si certo... un primo rimborso lo hanno staccato a marzo (ma quello e' andato a rimborso dei precendenti possessori
). Un secondo piccolo rimborso c'e'e stato a giugno...sul pc di casa ho il piano di ammortamento completo.. stasera magari lo posto.
. Ovviamente di votl ain volta la cedola e' calcolata sul nominale rimasto...
iguanito
Forumer storico
Certo, non alludevo ai rimborsi parziali (due dei quali ci sono già stati e un altro sara nel 2015); intendevo il rimborso del capitale residuo dopo i rimborsi parziali. Tipo le Baires 2017 per capirci; non so se le hai presenti.si certo... un primo rimborso lo hanno staccato a marzo (ma quello e' andato a rimborso dei precendenti possessori
sul pc di casa ho il piano di ammortamento completo.. stasera magari lo posto.
arkymede74
Forumer storico
si..s eho capito bene la questione..le nostre solarworld, per l aparte piu' sostanziosa verranno rimborsate a scadenza..
non so se sono andato fuori tema o no..
iguanito
Forumer storico
I dati su solarworld. Se qualche tecnico vuol commentare ben venga.
SOLARWORLD AG ANNOUNCES PRELIMINARY BUSINESS RESULTS FOR THIRD QUARTER 2014
28-10-14
SolarWorld AG raised its groupwide shipments of solar modules and kits in the third quarter 2014 by 50 percent to 270 (Q3 2013: 180) MW. Compared with the prior quarter (Q2 2014: 193 MW), the group increased its shipments by almost 40 percent. Overall, SolarWorld AG reached shipments of 602 (Q1-Q3 2013: 390) MW in the first three quarters of 2014, an increase by 54 percent compared with the same period last year. By mid-September, the group exceeded the level of shipments reached in 2013 as a whole (548 MW).
The United States were the largest individual market of the group. In the third quarter 2014 alone, SolarWorld placed more than 42 percent of total shipments in this market (Q3 2013: 22 percent). Compared with the prior year, shipments in SolarWorld’s European export markets and Japan rose in the first three quarters of 2014 considerably, too. Moreover, against the negative trend in the overall German solar market, SolarWorld managed to grow lightly in Germany and thus to raise its market share.
The group was able to increase its consolidated revenue in the third quarter 2014 by 26 percent to € 181 (Q3 2013: 144) million. In the first nine months of 2014, the group increased its consolidated revenue by 18 percent to € 409 (Q1-Q3 2013: 346) million compared with the same period last year.
Consolidated earnings before interest, taxes, depreciation and amortization (EBITDA) improved in the third quarter to € 6 (Q3 2013: –26) million and thus turned positive again. In the first three quarters of 2014, EBITDA rose to € 107 (Q1-Q3 2013: –63) million compared with the same period last year.
Consolidated earnings before interest and taxes (EBIT) in the third quarter 2014 amounted to € –4 (Q3 2013: –36) million. In the first nine months 2014, EBIT was € 77 (Q1-Q3 2013: –95) million.
As at the cut-off date September 30, 2014, the group had liquid funds of € 151 (June 30, 2014: 159) million after it had made interest payments amounting to € 7 million as planned.
SOLARWORLD AG ANNOUNCES PRELIMINARY BUSINESS RESULTS FOR THIRD QUARTER 2014
28-10-14
SolarWorld AG raised its groupwide shipments of solar modules and kits in the third quarter 2014 by 50 percent to 270 (Q3 2013: 180) MW. Compared with the prior quarter (Q2 2014: 193 MW), the group increased its shipments by almost 40 percent. Overall, SolarWorld AG reached shipments of 602 (Q1-Q3 2013: 390) MW in the first three quarters of 2014, an increase by 54 percent compared with the same period last year. By mid-September, the group exceeded the level of shipments reached in 2013 as a whole (548 MW).
The United States were the largest individual market of the group. In the third quarter 2014 alone, SolarWorld placed more than 42 percent of total shipments in this market (Q3 2013: 22 percent). Compared with the prior year, shipments in SolarWorld’s European export markets and Japan rose in the first three quarters of 2014 considerably, too. Moreover, against the negative trend in the overall German solar market, SolarWorld managed to grow lightly in Germany and thus to raise its market share.
The group was able to increase its consolidated revenue in the third quarter 2014 by 26 percent to € 181 (Q3 2013: 144) million. In the first nine months of 2014, the group increased its consolidated revenue by 18 percent to € 409 (Q1-Q3 2013: 346) million compared with the same period last year.
Consolidated earnings before interest, taxes, depreciation and amortization (EBITDA) improved in the third quarter to € 6 (Q3 2013: –26) million and thus turned positive again. In the first three quarters of 2014, EBITDA rose to € 107 (Q1-Q3 2013: –63) million compared with the same period last year.
Consolidated earnings before interest and taxes (EBIT) in the third quarter 2014 amounted to € –4 (Q3 2013: –36) million. In the first nine months 2014, EBIT was € 77 (Q1-Q3 2013: –95) million.
As at the cut-off date September 30, 2014, the group had liquid funds of € 151 (June 30, 2014: 159) million after it had made interest payments amounting to € 7 million as planned.
arkymede74
Forumer storico
vabbe', di sicuro avremo "garantite" un altro anno di cedole
Volevo far notare i discreti margini del settore:
fatturato primi 9 mesi: 409 milioni di euro;
EBITDA primi 9 mesi: 107 milioni di euro:
EBTDA margin = 26%
Ultima modifica:
sparviero7000
Forumer storico
A conti fatti post ristrutturazione ho fatto bene a vendere le azioni e bene avrei fatto a vendere anche le obbligazioni (almeno alle quotazioni attuali)
SOLARWORLD IS.14(14-19) | Bond | A1YDDX | DE000A1YDDX6 | Börse Frankfurt (Frankfurt Stock Exchange)
SOLARWORLD IS.14(14-19) | Bond | A1YDDX | DE000A1YDDX6 | Börse Frankfurt (Frankfurt Stock Exchange)
iguanito
Forumer storico
ma i dati di bilancio ti sembrano negativi?
arkymede74
Forumer storico
magari si apsettava che le obbligazioni tenessero il prezzo...
e' chiaro che nn poteva essere cosi'.. e' pur sempre una obbligazione post ristrutturazione (fiducia andata a farsi friggere o quasi...): ma per uno che la deve cassettare secondo me nn ci sono problemi a brevissimo...
sparviero7000
Forumer storico
mi riferivo alle quotazioni che sono passate da oltre 300 a 260 attuali, considerato che 300 era già fortemente a sconto sul nominale mi aspettavo almeno che tenessero ....