7C Solarparken

Hi everyone, I would like to hear a few thoughts from you on shares in the energy sector (electricity).

It is quite clear that we need electricity, and no less.

My 3 investments in this area so far have been $ECV & $AY but since these are going off the stock exchange, the only thing left is $HRPK (+0,23%). However, I would like to position myself more broadly in this field. It doesn't matter whether "green electricity" or classic.

Which companies do you find exciting or do you even own them?

Thanks in advance.$

$HRPK (+0,23%) is anyone here by chance in the topic regarding the capital increase for cash?

I had never had something like this in my portfolio before and I'm not really clear from the number after I've googled a bit.

Does anyone have some tips for me on what is best to do?

For information: The position is not large in my portfolio and my broker (TR) requires for an instruction of the measure 5 €. I think there it already makes no sense to use the subscription rights or?

Have a nice Sunday euch🤙🏽

Hi,

does anyone have ideas for stocks that are in the "renewable energy" sector?

Currently $HRPK (+0,23%) on my watchlist.

A question to the numerous 7C Solarparken holders here.

Currently there is the capital increase against cash payment, as a result of which one receives subscription rights. Subscription ratio 44:1.

To the experts here, @TheAccountant89 ? How exactly do I have to imagine this, or would you recommend drawing the subscription right and what would generally happen if I draw or do not draw the subscription right?

Will the two different ISIN numbers be merged again after the deadline?

I've been in the stock market with ETFs for a while, but not so long with single stocks, so this is actually my first case now.

Hey, today just a question in the round if you have interesting companies from the areas supply and materials have.

Still looking for 1-2 positions there.

Ideas:

Either expand existing positions (7c $HRPK (+0,23%) and lime $LIN)

New possibly

-RWE $RWE (+0,06%)

-Enphase Energy $ENPH (+2,87%)

Thank you for your ideas!

@TheAccountant89 Your contribution was top 🚀, now the insider trading has been added to it

That's why I'm happy to take the profits

I am slowly questioning my investment decision of SMA Solar very much.

I entered on 16.10.2020. I wanted to get a solar stock in the MVzK portfolio. Shares like:

$SEDG (+7,38%) - SolarEdge

$13X - Xinyi Solar

$HRPK (+0,23%) - 7cSolarparking

$JKS (+5,01%) - Jinko Solar

were too volatile for me at the time and had already reacted too much in the sector.

$S92 (+3,11%) In terms of sales, SMA Solar is rather at the bottom:

Sales were in 2019 (the other years can be difficult to pull for valuation):

JinkoSolar (China) - USD 4,257 million

Canadian:> Solar (Canada/China) - USD 3,201 million

First:> Solar (USA) - 3,063 million USD

JA Solar (China) - 3,037 million USD

Hanwha:> Q Cells (South Korea) - 2,189 million USD

Sunpower:> (USA) - 1,864 million USD

SolarEdge:> (USA) - 1,426 million USD

SMA:> Solar (Germany) - 1,026 million USD

Yingli:> Solar (China) - 650 million USD

In general:> I saw more potential here, as SMA Solar has been getting better and better positioned. However, if you look at the latest forecast for 2021 and 2022, this was once again missed by more than 70%. Of course, under the given circumstances, the entire sector is not doing so well.

The chip sector is hurting this industry the most. There are virtually too few available. Since China and the U.S. have large productions, however, these still come off best. SMA Solar has been falling for ages and is in a complete bear market.

In general, there are now 2 variants for me. I assume very much that this industry is forward-looking and much is still to be expected here. But what role will SMA play here. I do not need like SolarEdge and Jinko a rise in the 2 digit range daily, but would rather a solid rising company than too high vola.

I am beginning to question this with SMA Solar.

So either I buy now times in the low again and think here further long-term, or I just let the run... maybe create a savings plan on it and take the long term or I slowly part with the company and in the medium term maybe from the sector.

Are you invested in the sector and if so in which company? How do you proceed here? Do you currently buy or do you continue to wait?

Chip shortage and the abundance of crises (Ukraine, Corona, inflation and interest rate turnaround) make it of course maximally difficult especially in the sector. The turnaround in interest rates will also have an impact here.

It remains exciting and I will take a close look at the next week. I'm curious how you view this sector.