... Investment decisions on new production facilities in Turkey and in the world is possible. We want to maintain our strong position in Turkey. We're trying to organize a structure unique to the country. For example, the permissions of all jobs except the turnkey project is capable of a RES project, all sahadayız with a team which can be contacted in Turkish.... http://www.enerjidergisi.com.tr/haber/2012/11/...ordex-ruzgari-esiyor
wie jetzt?...was ist mit denn "Überkapazitäten"...scheinen bei Nordex doch was begrenzt...?...oder erwartet man doch soviele Mehraufträge...?
die 1,5 Mrd. sollten doch mit vorhandenem zu erwirtschaften sein..?...)
Und die Magen von 1% Alles Papperlapapp...die könnten viel mehr haben, wenn sie denn wollten... Aber die machen extra für die Kundschaften so niedrige Preise...damit sie möglichst viel verdienen...das ganze Gerede von Überkapazitäten ist alle nur Hokuspokus...auf der raldinho Takatuka Insel fg
----------- Die März PA-SW Schäfchen werden immer dünner Nordexkursziel Semper von 40 nun auf 1,44€ reduziert
In marokko kommt Nordex aber leider nicht zum Zug evtl. aber Vestas oder Siemens.
MAROKKO:Sechs Einträgeaus 16Anwärter,in die engere Wahlzu850MWderWindleistungauf fünfStandortein Marokkoaufzubauen.
Fünf derAnwärter sindBietergemeinschaftenjeweilsverbunden miteiner anderen Technologie.SpanischAnlagenherstellernGamesaund Accionasind Partnermit Saudi ArabianEntwicklerACWAPower undMarokkoAlAjialFundssind.
ChinesischeEnttäuschung Die Shortliststellt einenSchlag fürChinasHersteller von Windkraftanlagen.MingYang,Guodianund Goldwindwaren alleunter den Bietern.HerstellerSuzlon undClipperwaren auch unterden Verlierern.
Alstom inaugurated the largest offshore wind turbine in the world, at Carnet in the Loire-Atlantique, France. The 6 MW Haliade 150 wind turbine has been developed in response to a call for tenders launched by the French government in July 2011 that aims to install 3 GW of wind turbine power off French shores by 2015. http://www.alstom.com/power/renewables/wind/offshore-wind-turbines/
witzigerweise genau die Zeit als Nordex Anfang des Jahres auf 5,50 stieg! Aber alles nur zufalle, auch dass der Alstrom CEO hier etwas dementierte was er niemals dementieren musste, denn nordex wurde damals in dem ominösen Report nicht genannt, nur Gamesa und Vestas!
(Reuters) - French transport and power engineering company Alstom SA (ALSO.PA) played down speculation that it has plans to buy wind turbine makers, saying it would not pursue risky deals.
Chief Executive Patrick Kron said he would not undertake risky deals after speculation that Alstom was seeking targets to expand its wind power business, following press reports it was looking at wind turbine makers Gamesa (GAM.MC) of Spain, Vestas (VWS.CO) of Denmark and REpower of Germany.
"I will not harm our shareholders with adventurous deals that would imply raising equity in unfavorable conditions," Kron told an investor meeting on Thursday.
"Let's be clear there is nothing more to report on REpower, on Vestas, on Gamesa, Nordex (NDXG.DE) and a number of others," he added.
Alstom -- along with French utility EDF's (EDF.PA) unit EDF Energies Nouvelles -- is part of one of three consortiums bidding to build France's first offshore wind parks, which are massive projects with as many as 600 turbines and three gigawatts of capacity in a 10 billion euro first phase off the Normandy and Brittany coasts.
The other consortiums are led by French utility group GDF Suez (GSZ.PA) and Spain's Iberdrola (IBE.MC).
"I'm not surprised that we are mentioned as I repeatedly have said we will evaluate our strategy in wind and in renewable in general," Kron said.
But he also reiterated the company's strategy of developing its own offshore products as it seeks to gain a foothold in the fast-growing sector.
"For wind, we have an organic growth strategy. We know that by starting small we will remain small ... but it won't be a disaster if we are a profitable small player," he said.
Kron told investors that Alstom would consider small-sized opportunistic takeover deals of a few hundred million euros.
"I am not ruling out acquisitions, but again the fact we cannot move substantially without equity instruments makes us overcautious in any type of decision in this field," Kron said.
Vestas shares closed up more than 5 percent on Thursday.
Analyst Martin Prozesky at brokerage Bernstein said Alstom wants to make it clear it would not raise capital to pursue reckless deals.
"Alstom clearly wants wind exposure and is likely to get French offshore orders, but they are developing their own technology and can build a plant for 200 to 300 million euros," he said. "<There is> no need to go and spend 1.5 billion."
According to a report in FT Deutschland on Wednesday, REpower could fetch 1.5 billion euros ($2 billion), prompting concerns of a potential rights issue by Alstom in case of a deal.
NEVER SAY NEVER
Vestas's chairman also dismissed takeover rumors on Thursday, saying he was not aware of any interest on the part of Alstom.
Analyst Jacob Pedersen at Danish bank Sydbank said the likelihood of Alstom or other companies acquiring Vestas was very low, noting the stock had been cheap for a long time.
"If Vestas was going to be taken over, it would have happened already," Pedersen said. "On the other hand, one should never say never, because this is a sector where consolidation is under way."
Shares of wind turbine makers and other renewable energy equipment manufacturers are near multi-year lows, fuelling speculation their low valuations could make them takeover targets.
Vestas shares have fallen sharply from their 2008 highs, taking the company's market capitalization down to just $2.07 billion at Wednesday's close.
Hit by two profit warnings in just over three months, in late October and again in early January, Vestas stock now trades at a severely depressed price-to-book ratio of just 0.6. Suzlon (SUZL.NS) and Gamesa trade at 0.78 and 0.37 respectively.
With a market value of $12.2 billion, Alstom is six times larger than Vestas and its shares trade at a price/book of 2.4, meaning an eventual takeover would not be far fetched. The other, smaller turbine makers would be even easier to swallow.
Wind turbines are a new business for Alstom, which produces TGV and Eurostar trains, builds turbines for power stations and has built the Queen Mary 2, the world's largest ocean liner.
At September 30 2011, Alstom had cash resources of 1.3 billion euros, as well as an undrawn available credit line of 1 billion euros, according to its half-year financial report.
The company was due next week to unveil a prototype of its Haliade offshore wind turbine, whose diameter of 153 meters - roughly half the height of the Eiffel tower - will make it the world's largest once it is launched in 2014.
Shares of Alstom closed up 2.2 percent. They are up 35 percent since the start of the year, but down 18 percent over the past 12 months.
($1 = 0.7677 euros)
(Additional reporting by Geert De Clercq and Juliette Rouillon in Paris and Shida Chayesteh in Copenhagen; Editing by Geert De Clercq and David Holmes)
spiralkanal schrieb am 03.04.12 21:43:25 ...Wind power on the track ... To this end, the sector has developed Win, proposed site testing of wind turbines offshore and onshore testing in Le Havre (land and sea). Alstom, Areva, EDF, Enertrag, Nordex, flexipes are especially concerned with the ambition to create a research platform at sea, contributing to the development of the industry and new jobs in the region. The program, two test sites in 2013 and 2014, a sea station equipped with measuring instruments, a test site 15 wind turbines Veulettes-sur-Mer, a research facility on wind energy (with 15 labs, 70 researchers), not to mention the axis of the training and employment, primarily for the installation and installation, maintenance and operation. Deboos Christopher, president of Win, however, warned "there will not be renewable without acceptance, without inclusion of sustainable activities in the environment," there will be no Upper Normandy "wind turbine components without French."
Silvia Quandt Research GmbH: Siemens und Alstom bei Wind gut positioniert Handel, Wirtschaft, Finanzen, Banken & Versicherungen Pressemitteilung von: Silvia Quandt & Cie. AG In einem ausführlichen Sector Update zu den Erneuerbaren Energien beleuchtet die Silvia Quandt Research GmbH neben den Solarwerten erstmals die Perspektiven von Windturbinenbauern. Dabei kommt Analyst Michael Busse zu dem Ergebnis, dass die von Überkapazitäten geprägte Windindustrie sich hin zu einem Business mit niedrigen Margen für Windräder und soliden Margen für das Servicegeschäft entwickelt. Vor diesem Hintergrund stuft der Experte die Aktien von reinen Windradherstellern wie Vestas oder Nordex lediglich aufgrund von Übernahmefantasie noch als „Neutral“ ein. Besser positioniert bei Wind und in der Energieerzeugung allgemein seien die kapitalstarken Konglomerate, die auch im hochmargigen Off-Shore-Geschäft gute Erfolgschancen haben. Analyst Michael Busse erklärt: „Wir empfehlen daher die Aktien von Siemens und Alstom zum Kauf.“... http://www.openpr.de/drucken/588177/...bei-Wind-gut-positioniert.html