8Lun
I am eligible myself and will take up the option. For me, the risk is manageable and I see MB as a start-up in a future market. Good quality, modern positioning and a huge market need on the way to a CO2-poorer society. I cannot understand the prophecies of doom from the financial experts. It's a shame that the company has no support in Europe (including Switzerland) and that know-how and value creation are now almost consistently outsourced. I personally think this is short-sighted. It will be interesting to see what happens with the German automotive industry, for example.
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@Lettenmoos I completely agree with you. I am convinced that the company will be successful in the future. I think it will also return to Europe with its success. I also see the capital increase as a "new start"
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7Lun
@Lettenmoos I don't see a good future for Meyer Burger. Meyer Burger is positioning itself on the market as a higher-priced product. In terms of quality and performance, it is clearly behind the competition from China around Solyco, Trinasolar & Jinkosolar.
In addition, there is currently a price war as to which supplier can offer the cheapest, while MB would tend to have to increase prices, the other companies mentioned are becoming cheaper and cheaper (now sometimes half the price per Wp per container). I also don't know of any major solar distributor that relies exclusively on MB. MB is usually only ever a gap-filler in the range for "we only buy German products" customers and even these customers (actually these customers in particular) tend to opt for the cheapest product based on experience.
Other products from MB, such as solar tiles, hardly achieve any sales (who would take the risk of having their roof covered with solar tiles in view of the current major technical changes? It is better to put modules on the roof and replace them after 5-20 years in the event of major technical changes.
The capital increase only delays the inevitable.
In addition, there is currently a price war as to which supplier can offer the cheapest, while MB would tend to have to increase prices, the other companies mentioned are becoming cheaper and cheaper (now sometimes half the price per Wp per container). I also don't know of any major solar distributor that relies exclusively on MB. MB is usually only ever a gap-filler in the range for "we only buy German products" customers and even these customers (actually these customers in particular) tend to opt for the cheapest product based on experience.
Other products from MB, such as solar tiles, hardly achieve any sales (who would take the risk of having their roof covered with solar tiles in view of the current major technical changes? It is better to put modules on the roof and replace them after 5-20 years in the event of major technical changes.
The capital increase only delays the inevitable.
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