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08.12.13 18:36
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Kicky
: Sowohl Nordea als auch Sydbank optimistisch
zum Auftragseingang im Dezember,Nordea rechnet mit 900MW,die Sydbank sogar mit 1000MW. Laut Jacob Pedersen, aktieanalytiker i Sydbank,hat Vestas traditionell immer grosse Aufträge im Dezember und das werde dies Jahr auch so sein.Sydbanks Jacob Pedersen erwartet einen Grossauftrag aus Afrika,er dankt an 300MW aus Kenya und auch in USA habe Vestas angedeutet ,dass was kommen werde http://energiwatch.dk/Energinyt/Renewables/article6315922.ece?ref=epn
The 117MW Tafilah wind power project, western Jordan, is in the final stages of financial close, having secured a loan of $221 million from the International Finance Corporation (IFC) in partnership with various European and regional financial institutions.
It will be the first utility-scale wind installation, and the biggest privately owned, in the region.
Given the problems in the Middle East, it is perhaps surprising to see such a large project moving forward, albeit one under development for a number of years. Explaining the project's progress, Steve Sawyer, secretary general of the Global Wind Energy Council, said: "The short answer is that there is clear political will in the country which has no oil and relatively little political unrest at present, and good relations with international financing partners." Jordan imports 97% of its energy needs and is facing rapid growth in demand. In recent years it has been establishing policies in support of renewable energy, with a target of 10% of renewables in the power mix by 2020. Out of this, wind will contribute around 1.2GW, compared with just 1.45MW today......
The project is being developed by the Jordan Wind Power Company (JWPC), a special-purpose vehicle owned by Euro-Mediterranean fund InfraMed (50%), Abu Dhabi-based clean-tech investor Masdar (31%) and Cyprus-based developer EP Global Energy (19%), which specialises in emerging markets. JWPC will also build, own and operate the plant, while Vestas is widely tipped as the turbine supplier. Commercial operation is scheduled for 2015. http://www.windpowermonthly.com/article/1223729/...lity-scale-project
Kicky
: Vestas receives 4 Swedish orders totalling 59 MW
Vestas and long-time customer Eolus today signed contracts for four projects further solidifying Vestas’ leading role in Sweden and the strong relationship between the two companies.
Danske Banknimmt Analyse wieder auf mit dem optimistischsten Kursziel von allen namlich 220 kronor
und sie schreiben,dass Vestas ein attraktiver Verwandlungsfall sei mit einem wesentlichen Kursteigerungspotential trotz des bereits erfolgten Anstiegs um 358% in diesem Jahr;wir erwarten dass das Umsatzwachstuim in 2014 einen grösseren Einfluss auf den Verdienst haben wird als bisher,da Vestas eine strammere Unkostensteuerung eingeführt hat als bisher und ein flexibles Verrechnungsmodell
Kursziel ist 220 Kronen also 20 Kronen höher als bisher
heute morgen wird Vestas mit 145,2 Kronen gehandelt
Vestas has received a firm and unconditional order for 350 MW in the USA with a potential of up to 636 MW more.Number of turbines/turbine type 175 2 MW turbines
ausserdem gestern 51MW mit der V112-3.0 MW in Frankreich http://www.vestas.com/en/media/news.aspx JP Energie Environnement in France has signed an agreement to construct a wind power plant using 17 V112-3.0 MW turbines. This will be the customer’s first wind power plant with Vestas turbines and the largest V112-3.0 MW wind power plant in France.
The Moulin d’Emanville wind power plant will be installed in the department of Eure et Loire, in the region of Centre in France.
The contract includes delivery, installation and commissioning of the wind power plant, as well as a 15-year full-scope AOM 5000 service and maintenance agreement. The wind turbines for the Moulin d’Emanville wind power plant are scheduled to be delivered in the second quarter of 2014, with commissioning expected by the third quarter of 2014......
Vestas will supply 50MW 15 V112-3.3 MW offshore turbines for the Kentish Flats Extension off the coast of the UK. Kentish Flats, owned by Vattenfall, was installed by Vestas in 2005. It currently consists of 30 V90-3.0 MW turbines, which Vestas services. .... http://www.vestas.com/en/media/news.aspx#!company-news
mit dem letzten Auftrag über 350ME (plus heute 50MW)ist Vestas bei 4551 MW und mit den nicht angegebenen sind die sicherlich bei 5000MW.Vestas gab Ende 2012 bekannt ,dass sie einene Backlog von 7000 MW hatten,dieser Auftragsbacklog dürfte wohl Ende 2013 beständig sein.Damit und mit den Absprachen über zusätzlich 1586MW startet Vestas mit ca 9000MW ins Neue Jahr.Es gibt somit keinen Grund zu Kummer (Übersetzung aus Diskussionsbord)
USA: Vestas turbines for EDF's Hereford and Longhorn wind farms 10 hours ago Print Email
Vestas received orders for the Hereford 1 and Longhorn wind projects.
EDF's Hereford 1 and Longhorn projects will feature Vestas V110-2.0MW turbines. Both projects have a nameplate capacity of 200MW each. Vestas will be manufacturing 50 turbines for the Hereford project and 100 turbines for the Longhorn project. http://www.windpowerintelligence.com/article/...d_longhorn_wind_farm/
Kicky
: 110 MW order for wind energy project in USA+150MW
24.December 2013 With reference to the Vestas Wind Systems A/S company announcement No. 55/2013 of 24 December 2013, Vestas has received a 110 MW order for 55 V100-2.0 MW wind turbines for a new project in the USA.
The turbines are expected to be delivered in the second half of 2014 while commissioning is scheduled for the first quarter of 2015. The customer as well as the new project’s name and specific location are not available for disclosure at this time.....
This year, Vestas has secured over 1,700 MW of firm turbine orders in the United States and Canada. This is the second-best yearly sales performance for the region since Vestas entered this market in 1981. Vestas’ sales record for the United States and Canada is 1,883 megawatts in 2010.... http://www.vestas.com/en/media/news.aspx#!company-news
WSJ Link oben funktioniert nicht 23 Dec 2013 Vestas receives 150 MW order from an MSA with potential for up to 568 MW more in the USA With reference to the Vestas Wind Systems A/S company announcement No. 54/2013 of 23 December 2013, Vestas has received a 150 MW order out of a master supply agreement (MSA) with First Wind for multiple wind-energy projects in the United States. Vestas could ultimately supply First Wind with up to 568 MW worth of additional turbines for multiple projects.
As part of the MSA, Vestas will supply 75 V110-2.0 MW turbines to the 150 MW Route 66 wind-energy project near Amarillo, Texas. Deliveries are expected to occur for Route 66 in early 2015 with commissioning in mid-2015..... http://www.vestas.com/en/media/news.aspx#!
Kicky
: Umfang der Aufträge überraschend sagen Analytiker
Der Auftrag vom 23.12. mit 150MW ist der dritte Grossauftrag in USA in den letzten Wochen mit möglicher Erweiterung auf 568.Damit habe Vestas Aufträge ,die sich noch über mehrere Jahre erstrecken meint Pedersen von der Sydbank.Jetzt hat man Aussicht auf ein spannendes Jahr 2015 und sogar teilweise bis 2016 sagte er im Interview bei Radio24syv.
Mit dieser Order habe Vestas Aussicht Windmühlen mit einer Kapazität von über 4000MW in den nächsten 2,5 Jahren zu produzieren und aufzustellen.Gleichzeitig signalisiere Vestas damit,dass es zurück sei und gegen die grossen Konkurrenten kämpfen könne. Er findet den Umfang überraschend:"hätte man mich vor einem halben Jahr gefragt,hätte ich gesagt,sie werden zwischen 1000 und 1500MW haben und jetzt haben sie 4300MW.
Derzeit kaufen die grossen Windmühlenkunden gross ein,weil sie dann noch die Steuervorteile in den nächsten Jahren geniessen können,deswegen auch die konkrete Erweiterung auf 568 megawatt fürr First Wind.
Insgesamt hat Vestas jetzt Aufträge über 5.028 megawatt schreibt die Gesellschaft in der Mitteilung an die Börse.Seit Jahresbeginn ist die Aktie um 400% gestiegen
Developers are signing deals, ordering equipment and lurching ahead with construction starts to qualify for a tax credit that is worth 2.3 cents a kilowatt-hour for the first 10 years of production. This month, giant turbine-makers like Vestas and Siemens have announced major new orders, including a deal worth more than $1 billion with MidAmerican Energy, an Iowa-based utility majority-owned by Warren E. Buffett’s Berkshire Hathaway, and another with the Cape Wind project in Nantucket Sound. http://www.nytimes.com/2013/12/26/business/...src=busln&_r=1&
Located in the Gdansk region of northern Poland, the Ostazewo project includes delivery, installation, and commissioning of the turbines, which is expected to occur during the fourth quarter of 2014. The project also includes a 15-year Active Output Management (AOM) 4000 service contract. AOM 4000 is a comprehensive service package including all necessary main components and material to maximise uptime and performance. .....
Kicky
: Trotz Vestas mit 400% Gewinn 2013 Kaufempfehlungen
More analysts are urging investors to buy shares in Vestas Wind Systems A/S (VWS) than at any time since October 2010 after the stock soared more than 400 percent over the past 12 months.
More than 45 percent of analysts covering Europe’s biggest wind turbine maker recommend purchasing Vestas stock, versus a September 2012 low of 9.4 percent, according to data compiled by Bloomberg. Ten analysts advise clients to buy, five have hold ratings and seven say sell, according to the data. In November, only eight analysts recommended buying Vestas. ... “Fundamentally the share is undervalued,” said Pedersen. “They only need to grow with the market -- they don’t need to take meaningful market share. They’ve already got a decent share of the orders that have been handed out. The effect of the cost-cutting moving into the profit and loss account will be even greater in 2014.”
“With the many new orders announced in December, we see a good chance that analysts will need to return to their spread sheets and raise their estimates” for Vestas, Nordea Private Banking, a unit of Stockholm-based Nordea Bank AB, said in a Dec. 27 note. “Vestas has had a fantastic year, which also means the stock has advanced at an explosive pace, but we think there’s still room for more price gains after the many new orders.” Nordea has a buy recommendation and a share price estimate of 178 kroner, implying an 11 percent gain from Dec. 27’s close.
Still, Vestas has yet to become profitable after losing money for nine consecutive quarters, and a U.S. tax credit to the industry is set to expire by the end of tomorrow. The company’s “extremely strong” stock performance is not justified, according to a November note from analysts at Macquarie Group Ltd., including Shai Hill in London.
Some investors are cashing in now instead of waiting for further gains. Schouw & Co. said today it sold its entire holding of 4 million Vestas shares for proceeds of 612 million kroner. The divestment took place from Nov. 29 to Dec. 27 and represents 1.96 percent of Vestas’s share capital
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