Vestas -alles andere als flügellahm

300MW geplant

28.03.2014

Earlier this week the final critical step in raising the funds necessary for the construction of East Africa's biggest wind farm came to a close. Capping a 9 year process, which nearly floundered due to objections from the World Bank.
Joint Development Parties

   1.KP&P BV Africa
   2.Aldwych International Limited
   3.Wind Power A.S. (Vestas)
   4.Norwegian Investment Fund for Developing Countries (Norfund)
   5.Danish Investment Fund for Developing Countries (IFU) Denmark
   6.Finnish Fund for Industrial Cooperation Ltd (Finnfund)

The Project will comprise 365 wind turbines (each with a capacity of 850 kW), the associated overhead electric grid collection system and a high voltage substation.  The Project also includes upgrading of the existing road from Laisamis to the wind farm site, a distance of approximately 204km, as well as an access road network in and around the site for construction, operations and maintenance.  The Kenya Electricity Transmission Company Ltd (Ketraco), with concessional funding from the Spanish Government, is constructing a double circuit 400kv, 428km transmission line to deliver the LTWP electricity along with power from other future plants to the national grid.  

....  Vestas will provide the maintenance of the plant in contract with LTWP.   The power produced will be bought at a fixed price by Kenya Power (KPLC) over a 20-year period in accordance with the signed Power Purchase Agreement (PPA).  
   The Government of Kenya’s Least Cost Development Power Plan shows that LTWP wind power will be the least cost power generation option available in the country along with geothermal power and at even less cost than the feed in tariff for other wind projects set at US$12 cents/kWh.
   The LTWP tariff will be approximately 60% cheaper than thermal power plants

http://ltwp.co.ke/the-project/project-profile
 

Huang Qun and Zhang Yuan Meet with New Vestas CEO and Executive Vice President of Dongfang Electric Corporation Respectively
On Dec. 10 and Dec. 12, Huang Qun, Secretary of Party Leadership Group, and Zhang Yuan, Vice President of China Longyuan Power, met with new Vestas CEO and Executive Vice President of Dongfang Electric Corporation respectively, and had a friendly discussion on further strengthening the communication about new products and new technologies.

　　In the talks with Mr. Anders Runevad, the new CEO of Vestas, Huang Qun introduced wind power development of China Longyuan Power in the last few years as well as the demand for wind turbines, and also made some specific recommendations for Vestas’s development in China. Mr. Anders Runevad stressed that Vestas has established long-term cooperative relationship with China Longyuan Power. As the leading enterprise of China’s wind power industry, China Long Power’s recommendations have significant reference value for Vestas to make and adjust its development strategy in China.
http://www.clypg.com.cn/en/newscenter/headlinenews/293539.shtml
On February 25, Xie Changjun, Vice-president of China Guodian Corporation and president of China Longyuan Power, met with the visiting global executive vice-chairman and COO of Vestas, Jean-Marc Lechene and his retinue in Beijing. Fei Zhi, Vice-president of China Longyuan Power, attended the meeting.

At the meeting Xie Changjun talked about China’s recent market situation and future policy, gave a brief introduction of the company’s planning and construction, and offered Vestas some proposals on entering the Chinese market: first, adjusting pricing model; second, diversifying product types; and third, establishing a service system to better adapt to the Chinese market environment. Xie hoped Vestas could carry out pilot projects in the offshore wind field of China Longyuan Power so as to strengthen bilateral cooperation in operation and maintenance technology and business affairs.    
http://www.clypg.com.cn/en/newscenter/headlinenews/282786.shtml
bisher hat Vestas in 2013 nur 434 MW von den insgesamt im letzten Jahr in China installierten ca 16000 MW installiert  

interessant
…

http://german.ruvr.ru/2014_04_18/...r-Revolution-in-Windenergie-8967/  

um Vestas bei der Produktion von Windmühlenflügeln zu unterstützen
http://www.compositesworld.com/news/...o-operations-to-support-vestas

....The report says that Creative Foam's expansion is due primarily to more orders from Vestas, which has had a strong 2014 in terms of growth and orders for its wind turbines. According to the report, Creative Foam expects to double its employees to 60 with the expansion.  

...The sale of a 50 percent stake in the 155-megawatt Energia Sierra Juarez project in Tecate, Baja California, from IEnova is subject to regulatory approval, InterGen said today in a statement. It is the first cross-border wind-generation project between Mexico and the U.S. The $300 million first phase of the wind project will use 47 3.3-megawatt turbines produced by Vestas Wind Systems A/S (VWS) and is expected to start in the first half of 2015, according to the statement. Sempra’s San Diego Gas & Electric Co. has agreed to buy the electricity under a 20-year agreement.

http://www.bloomberg.com/news/2014-04-21/...ind-farm-to-intergen.html  

Long-time Vestas customer European Energy places 33 MW order for 10 V117-3.3 MW turbines, to be financed in collaboration with Sampension, Denmark’s fourth largest pension fund.

The Ulvemosen project in Varde, Denmark will feature the increasingly popular V117-3.3 MW turbine.  European Energy’s choice of the V117-3.3 MW turbine further validates the Vestas strategy to optimise energy solutions based on well-proven technologies. Ulvemosen will be the third and largest project in Denmark to use the V117-3.3 MW model.  

The Ulvemosen project includes a 15-year Active Output Management (AOM) 4000 service contract, which is a comprehensive service package including all necessary main components and material to maximise uptime and performance.  Delivery and commissioning of the turbines is expected to be completed in the fourth quarter of 2014.  

Ulvemosen will be Sampension’s first direct investment in wind power plants, with the pension fund financing and owning the project, which European Energy will operate.  ....

http://www.vestas.com/en/media/news.aspx#!company-news  

Construction underway at Al Tafilah, Jordan’s first large-scale wind power plant
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Yesterday’s ground-breaking ceremony officially kicked off construction of the 117 MW wind power plant, which will produce clean electricity at half the cost of Jordanian conventional power.

H.E. the Prime Minister of Jordan, Abdallah Ensour, Jordan Wind Project Company (JWPC) Chairman, Samer Judeh, and representatives from the sponsor and lender group took part in the ceremony yesterday evening which showcased the landmark Tafilah project to Jordan and its people. Tafilah is the combined result of a four-year cooperation by a team of Jordanian and international experts. Civil works have already begun, and the 38 wind turbines will be directly transported from the port of Aqaba to the project site over the coming months. The first turbines will begin to produce electricity as from the first quarter of 2015, and the wind power plant will be fully operational by August 2015....http://www.vestas.com/en/media/news.aspx#!company-news  

Information in the market regarding 148 MW project in the USA

Today, there is information in the market regarding a 148 MW project in the USA.

As soon as the project translates into a firm and unconditional order in accordance with Vestas’ definition, Vestas will disclose a company announcement about this.

http://www.vestas.com/en/media/news.aspx#!company-news  

Vestas has received a firm and unconditional order for 63 MW in Philippines.

Additional information about the project
Customer: EDC Burgos Wind Power Corporation
Number of turbines/turbine type 21 x V90-3.0 MW
The contract includes delivery, installation and commissioning of the wind turbines, associated civil and electrical works as well as a 10-year AOM5000 service contract.
Time of delivery Delivery of the wind turbines will begin in the second quarter of 2014.

http://www.vestas.com/en/media/news.aspx#!company-news  

Auftrag für 18 V112-3.3 MW wind turbines for the 59.4 MW Yeong Yang Wind Farm project in South Korea.
The order, placed bv GS Yeongyang Windpower Co. Ltd., part of South Korean business powerhouse GS Group, also includes a 10-year full-scope service agreement,

“Key to our decision to build our business with Vestas was the cutting-edge technology and excellent operational service back-up of the world’s top wind turbine manufacturer,” said Mr. Ki-Hwan Kim, Representative Director of GS Yeongyang Windpower.

Once the turbines are commissioned, expected in late 2015,.....

http://www.vestas.com/en/media/news.aspx#!company-news  

Maine’s largest wind power developer says it has secured finances for a $400 million project in Aroostook County.

First Wind says the Oakfield project is expected to produce 148 megawatts of renewable energy, or enough for about 50,000 homes. It says construction, which is anticipated to support 300 jobs, is on schedule.
...The construction is being financed with a $236 million construction loan and $133 million of equity contribution. The wind project is expected to be completed and facilities operational at the end of 2015.

The company currently has five operational wind projects in Maine.
www.evwind.es/2014/05/01/...finances-148-mw-wind-farm-in-maine/45154?  

http://cphpost.dk/news/vestas-secures-two-orders-in-asia.9423.html

interessant da englisch  

EXCLUSIVE: A second multi-million-pound wind turbine factory could be built in Hull, the Mail can reveal. The deal, which would create hundreds of jobs, is said to be close to completion.

It is believed to have been proposed by MHI Vestas Offshore Wind, a partnership between global green power firm Vestas and Mitsubishi Heavy Industry.

If the company moves to Hull it would operate independently of German energy giant Siemens, which has already committed to building a £310m turbine complex likely to employ 1,000 people.

http://www.hulldailymail.co.uk/...ry/story-21052285-detail/story.html  

ca 2 GW in USA jährlich schreibt  Janne Vincent Kjær von Jyske Bank,der auch damit rechnet ,dass Vestas die Absprachen aus dem letzten Jahr voll ausnützen kann.Wenn das zutrifft wird Vestas in 2014 1,9 GW  und 2,0GW in 2015 liefern können,inklusive Mexiko und Kanada,in USA selber 1,5GW in 2014 und in 2015 auch

http://borsen.dk/nyheder/virksomheder/artikel/1/...i_aar_og_2015.html
 

Vestas-Aktie Dicke Kaufsignale, aber...

Nachrichtenquelle: 4investors |  05.05.2014, 14:31  |  130 Aufrufe  |  0   |  

Zwei positive Impulse sorgen bei der Vestas-Aktie am Montagvormittag für einen Kurssprung auf bis zu 33,20 Euro im XETRA-System – am Freitag war der dänische Windenergietitel noch mit 32,35 Euro aus dem Handel gegangen. Zum einen konnte die Vestas-Aktie damit ein klares neues charttechnisches Kaufsignal generieren, indem die Hinderniszone unterhalb der 32-Euro-Marke überwunden wurde. Zum anderen haben die Analysten der Societe Generale ihr Kursziel für die Vestas-Aktie angehoben – siehe unseren Bericht auf www.cleantechaktien.de.


Die Marktlage am Montag dominiert allerdings das charttechnische Kaufsignal. Das ist weiterhin aktiv, auch wenn die Vestas-Aktie gegen 14 Uhr „nur“ noch bei 32,72 Euro und 1,16 Prozent im Plus notiert. Der Bereich unterhalb von 32 Euro, der sich bis 31,25/31,30 Euro zieht, kann nun als erste Supportzone für die Windenergieaktie angesehen werden. Die könnte notwendig werden, wenn die kurzfristig leicht überkaufte Lage weiter ihren Tribut fordert: Bereits am Freitag und auch im heutigen Handel ist die Vestas-Aktie über das obere Ende des Bollinger-Bandes hinausgeschossen. Es bleibt also zumindest die Restgefahr, dass der Ausbruch über 32 Euro noch zu einer Bullenfalle wird. Trader sollten daher Supports im Vestas-Chart weiter im Auge behalten.  

http://www.euroinvestor.dk/nyheder/2014/05/07/...-naeste-uge/12804340
Die Verlängerung soll für Projekte gelten die bis 31.Dezember 2015 begonnen wurden

älterer Bericht zur Lage :http://www.nawindpower.com/e107_plugins/content/....php?content.12810  

http://www.euroinvestor.dk/nyheder/2014/05/06/...maal-haeves/12803252  

Energie
http://reneweconomy.com.au/2014/...ergy-policy-debate-australia-83967
offenbar wollen die Australier im Hinblick auf ihre Kohlevorkommen die erneuerbaren Energien reduzieren .Chris Beaufait, the regional president for Vestas in the Asia-Pacific and China,verweist auf Chine ,das sein Zeil von 100GW frühzeitig erreichen wird und beabsichtigt,dies bis 2020 auf 200GW zu erhöhen-auch im Hinblick auf die Klimaziele
Beaufait wird heute  Dick Warburton, the head of the Abbott government’s RET review treffen
Australien hat bisher 3,1GW,die Hälfte davon von Vestas  

das grosse Projekt von Dong,dessen Genehmigung kurz bevorsteht.
http://www.liverpoolecho.co.uk/news/business/...ansion-offers-7084518
Once fully operational, the extended windfarm will be able to generate enough electricity to power around 170,000 homes.

Based on a sandbank once treacherous to sailing ships, the Burbo Bank’s combination of shallow waters and high winds make it an ideal site for a windfarm.

The Burbo Bank installation is one of two major offshore windfarms situated just off the North Wales coast. Around 30km to the west of Burbo Bank are the 170 turbines that form the Gwynt Y Môr windfarm, the second largest windfarm in the world.

Built by German power firm  RWE, construction work is expected to be completed later this year, at which point it will generate sufficient electricity to power 400,000 homes.

Once accused of dragging its feet when it comes to investment in off-shore power generation, the UK is now regarded as the world leader in offshore wind, with as much capacity already installed as the rest of the world combined.
..........

The turbines to be used in the extension at Burbo Bank will be the biggest in the world.

Mr Knowles said: ”They are a completely new design.”

The new turbines will produce double the amount of energy for each turbine compared to the existing turbines.

MHI Vestas has the contract to design and build these turbines and Mr Knowles is hopeful that the assembly work will take place at the Cammell Laird shipyard, as happened with the turbines installed at Gwynt Y Môr.

The city region has a track record in delivering these projects and the Mersey is recognised as a centre of excellence. In total, there will be about 500 turbines in the Irish Sea......  

im Testcenter in  Havsöre installiert,die ein 55m Rotorblatt hat und 13,6% mehr Energie liefert
http://www.vestas.com/en/media/news.aspx#!company-news

Vestas has installed the first V110-2.0 MW prototype turbine at a test site in Høvsøre, on the west coast of Jutland, Denmark. The turbine has produced the first kilowatt hour of electricity and will undergo an extensive test and verification programme to ensure reliability before full scale production commences prior to the first deliveries at the end of the year.

The V110-2.0 MW is built from the proven technology of Vestas’ 2 MW platform and features a larger rotor using 55m blades. The turbine is optimised for production on low wind sites, and increases annual energy production by up to 13.6% compared to the V100-1.8 MW on low wind sites.  

http://www.vestas.com/en/media/news.aspx#!company-news

Outlook for 2014 maintained. Revenue, earnings and free cash flow increased compared to the first quarter of 2013. Focus on Profitable Growth for Vestas remains.

In the first quarter of 2014, Vestas generated revenue of EUR 1,283m – an increase of 17 per cent to the year-earlier period. EBIT before special items increased by EUR 148m to EUR 40m due to improved project margins, higher revenue, lower fixed capacity costs and lower depreciation. The EBIT margin before special items was 3.1 per cent and the free cash flow increased by EUR 36m to EUR (24)m compared to the first quarter of 2013. During the last 12 months, Vestas has generated a free cash flow of EUR 1,045m.

The intake of firm and unconditional wind turbine orders was 1,188 MW in the first quarter of 2014. The value of the wind turbine backlog amounted to EUR 6.9bn at 31 March 2014. In addition to the wind turbine order backlog, Vestas had service agreements with contractual future revenue of EUR 6.9bn at the end of March 2014. Thus, the value of the combined backlog of wind turbine orders and service agreements stood at EUR 13.8bn – an improvement of EUR 1.4bn compared to the year-earlier period.

Q1 at a glance (against Q1 2013)

+ 84% Vestas had an order intake of 1,188 MW
- an increase of 84 per cent

+ 83% Vestas produced and shipped 1,124 MW
- an increase of 83 per cent

+ 21% Vestas delivered wind power systems with an aggregate capacity of 988 MW
- an increase of 21 per cent

+ 17% Vestas generated revenue of EUR 1,283m
- an increase of 17 per cent

+ 4% Service revenue amounted to EUR 225m
- an increase of 4 per cent

+ EUR 148m EBIT before special items amounted to EUR 40m
- an increase of EUR 148m

+ EUR 153m Net profit amounted to EUR 2m
- an increase of EUR 153m

+ EUR 36m Vestas realised a free cash flow of EUR (24)m
- an increase of EUR 36m

- 3% The number of employees at the end of the quarter was 16,610
- a decrease of 3 per cent

- 12% points Renewable energy amounted to 46 per cent of total energy consumption
- a decrease of 12 percentage points

+ 11% Incidence of lost time injuries per one million working hours was 2.0
- an increase of 11 per cent

erstaunlich-und dies am gleichen Tag wie Gamesa  

27 Millionen Überschuss gegen 122 Millionen Verlust vor einem Jahr
laut Ritzau Finans hatten die Analysten im Schnitt einen Verlust von 16 Millionen erwartet.
Vestas hält an seinen Erwartungen für 2014 fest,somit könnte Vestas einen operativen Gewinn  von 300 Millionen Euro erwarten.Das ist auch die durchschnittliche Erwartung der Analysten,die ein operatives Ergebnis von 485 Millionen Euro und eine Bottom-Line von 331 Millionen Euro mindestens erwarten.
Der Umasatz stieg auf  1.283 millionen Euro von 1.096 millionen Euro im selben Quartal des Jahres zuvor

http://www.business.dk/green/vestas-overrasker-med-overskud  

 

Vestas untermauert Trendwende mit überraschendem Quartalsgewinn

09.05.14 12:09
dpa-AFX

RANDERS (dpa-AFX) - Der dänische Windkraftanlagenhersteller Vestas hat seinen Aufwärtstrend zu Jahresbeginn fortgesetzt.

Überraschend hielt sich das Unternehmen im üblicherweise schwachen ersten Quartal in den schwarzen Zahlen, wie es am Freitag in Randers mitteilte. Unter dem Strich stand ein Gewinn von 2 Millionen Euro nach einem Verlust von 151 Millionen Euro vor einem Jahr. Analysten hatten mit einem neuerlichen Fehlbetrag gerechnet. Vestas hatte Ende 2013 den ersten Quartalsgewinn nach neun Verlusten in Serie erzielt. Der Umsatz legte im ersten Quartal um 17 Prozent auf 1,28 Milliarden Euro zu.

An der Börse kam das gut an. Die Vestas-Aktie legte in Kopenhagen zwischenzeitlich bis zu 8,5 Prozent zu und erreichte den höchsten Stand seit August 2010. Das Papier hatte sich im vergangenen Jahr verfünffacht und liegt in diesem Jahr bereits wieder fast zwei Drittel im Plus.


Vestas litt in den vergangenen Jahren unter dem kräftigen Preisverfall in der Branche. Darauf reagierte das Unternehmen mit einem umfassenden Sparprogramm. Das zahlt sich nun aus. Zudem kommen die neuen Turbinen gut am Markt an. Auch der spanische Konkurrent Gamesa konnte seinen Gewinn zu Jahresbeginn überraschend deutlich steigern. Der deutsche Windkraftanlagenhersteller Nordex hatte bereits im Vergangenen Jahr den Umschwung geschafft und wieder schwarze Zahlen geschrieben./enl/jha/stb
 

...nun?