ITRON - Smart Meter Produzent - 500 Beiträge pro Seite

[R-BgO]

Ohio's Columbia Gas to Deploy Itron’s Smart Meters
by: Tate Dwinnell June 02, 2009 | about stocks: ITRI


Itron (ITRI) is announcing today that Columbia Gas of Ohio is going to deploy its smart metering technology across 1.4 million gas meters over the course of the next 5 years. Columbia Gas will deploy the 40GB Gas ERT modules and may implement the larger 100G series modules in selected areas which would allow for more frequent metering data collection.

“We’ve experienced success over the years with Itron solutions, and have come to rely on their expertise in the field of automated meter reading,” said Columbia Gas of Ohio’s director of Customer Programs, Lisa Carmean. “This next step in our collaboration is integral to our strategy to enhance customer service and maximize operating efficiency.”

No word on the financials of the deal.

[R-BgO]

Itron Meets the Mark

* By Zacks Equity Research
* On Friday July 31, 2009, 11:12 am EDT

*
Companies:
o Itron Inc.

Itron Inc. (NasdaqGS: ITRI - News) reported second-quarter EPS of $0.49, in line with the Zacks Consensus Estimate. Quarterly EPS declined 52.0% year over year due to uncertainty related to stimulus funds and volatility in foreign currency exchange rates.

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Quarterly revenue of $413.7 million was down 19.5% from $513.9 million in the second quarter of 2008. Itron North America (INA) revenue was 21% lower than that in the comparable quarter of 2008 primarily due to the completion of a number of AMR contracts in 2008 and fewer electric meters shipped during the quarter as customers delayed orders due to uncertainty regarding the stimulus bill.

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International revenues were 18% lower compared to the prior-year quarter. Majority of this decline was caused by the unfavorable impact of foreign exchange rates. The other factors leading to lower international revenue were the completion of a smart metering/AMI project in 2008 and lower revenue in South America.

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We expect these conditions to continue for the remainder of the year. Even if some of Itron’s customers obtain stimulus funds for their projects, the company is not likely to see any substantial impact in 2009.

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Itron emphasized its key focus areas: execution of AMI contracts, international growth, and cost reduction. Itron is focused on executing the existing contracts as well as gaining momentum with other customers in order to move them to AMI solutions. The company recently signed a contract with Glendale Water and Power to provide advanced metering technologies for its electric and water operations.

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The second area of focus is growth and positioning in the international market. Itron believes that the international markets provide significant growth opportunities for automation and revenue. As of June 30, 2009, the company was bidding on more than 80 AMR and AMI electric, gas, and water opportunities across seven regions.

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The third area of focus is cost reductions and rightsizing the company in order to invest in the growth areas for the future. Apart from selective headcount reductions, the company has postponed certain projects and is cutting down expenses. The company expects to realize benefits from these efforts in the second half of the year.

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The company had a total backlog of $1.6 billion at the end of second quarter. This includes a twelve month backlog of $646 million, which was higher than the previous year’s level of $493 million, due to the expected timing of future AMI shipments.

Given the strong backlog, expected stimulus funds, and huge potential for advanced metering technologies in domestic as well as international markets, we believe the company has strong revenue visibility for the next couple of years.

[orange99]

Der Smart-Grid Markt (intelligente Stromnetze) wird von allen als das Riesengeschäft ausgelobt. Nur wer die große Profiteure sein werden und vor allem wann, bleibt offen.

Wie ist Eure Einschätzung dazu?

Ich habe folgende Kandidaten auf der Liste, die ich mir anschaue:
ITRON
Echelon
PSI
IBM
Cisco

Wen seht ihr vorne dabei und vor allem wann?

[orange99]

Antwort auf Beitrag Nr.: 38.033.897 von orange99 am 22.09.09 20:20:03

Hat daszu denn keiner was zu sagen... habs auch mal in anderen passenden Threads in die runde geworfen... speziell ITRON beobachte ich schon seit einiger Zeit... bleibe aber auch hier unsicher... zu wenig news.. :-(

[Insulaner]

Guten Tag,
Ich habe heute mich mit dem Thema Smart Grid Aktie beschäftigt.
Ich bin mal etwas unkonventionell vorgegangen und habe einfach bei Google Smart Grid Aktie eingegeben.
Und kam dann auf einen Artikel im Managermagazin.
Dort wurde berichtet über die intelligenten Stromnetze aber es wurde auch über 2 Firmen berichtet. Telvent und Itron.
Itron stellt Stromzähler her und hat wohl einen Großauftrag bekommen.
Itron hatte ein niedrigeres KGV als Telvent und eine höhere Eigenkapitalqoute.
Telvent hat meines Erachtens allerdings eine bessere Geschichte
= Kursphantasie.
Der Chartverlauf von Itron gefällt mir allerdings etwas besser, weil Itron zurück gekommen ist,während Telvent auf fast Höchstkurs ist,und schon sich super entwickelt hat. Wer im März den Artikel
gelesen hat und eingestiegen wäre,freut sich.
Aber wenn und aber zählt aktuell nicht.
Ich werde beide Werte noch weiter beobachten.
Der Markt könnte langfristig 1 -2 Jahre sehr interessant werden.
Das wäre meine Meinung.
Viel Erfolg
Insulaner

[ProMaiLer]

hi, in der aktuellen börse online wird unter anderem itron zum kauf empfohlen

daneben noch werte wie cisco, ibm, echelon und enernoc

ich würde auf die schnelle fast sagen, itron bietet das beste chance risiko profil

nicht zu klein, nicht zu groß und der chart hat auch noch potential nach oben

[jameslabrie]

Antwort auf Beitrag Nr.: 38.189.543 von ProMaiLer am 16.10.09 01:54:55

sehr interessanter wert!leg mir 1.kleinere position zu und kaufe ggf hinzu.....

[Insulaner]

Hallo,
Ich habe einen Bekannten, der bei einem Stromkonzern ( kleiner Regionalanbieter) arbeitet.
Er weiss zu berichten das es ab 2010 Pflicht ist, intelligente Stromzähler bei Neubauten in Deutschland einzubauen.
Und seine Firma baut jetzt schon Itron Stromzähler ein.

Wird vielleicht mal interessant für den Kursverlauf.

Viel Erfolg allen die investiert sind.

Insulaner

[Pichel007]

Antwort auf Beitrag Nr.: 38.205.469 von Insulaner am 19.10.09 14:14:45

Mich wundert es momentan nur das Itron Aktien wieder Nahe des Tiefstandes vom März gehandelt werden.
Entweder kommen da schlechte Quartalszahlen, was mich doch sehr wundern würde, denn endlich zieht dieser Markt ja an.

Oder die großen Investoren drücken die Aktie um billig wieder einzukaufen...
Denn sieht man die anderen, ist Itron liegen geblieben

Ein paar andere Smart Grid ( Smart Meter ) Aktien...
Enernoc, aber die Aktie ist schon verdammt gut gelaufen.
Powersecure, ist aus dem Dornröschenschlaf erwacht iund steht an der 10$ Hürde.
Echelon, schafft die 15$ Hürde noch nicht.
Ein riesen Markt und wenn man noch die Automobilbranche dazu zählt, ist dieser Markt gigantisch.

Itron und Landys und Gyr arbeiten zusammen, das ist ein großer Wettbwerbsvorteil

[reyna]

Guten Abend,

Da ich mit Powersecure bis jetzt recht gut gefahren bin, hab ich mir von Itron auch ein paar Stück gegönnt.

Glaub der Smart Grid Markt ist ein guter

Allen Investierten viel Glück

mfg

[janberlin]

Smart Grid wird der nächste grosse Hype. Das Thema hat es heute sogar auf die Titelseite von Spiegel Online geschafft.

http://www.spiegel.de/wirtschaft/unternehmen/0,1518,657533,0…

Und Itron ist hier sehr gut und solide aufgestellt. Und nachdem PowerSecure so erfolgreich gestartet ist, ist es hoffentlich nur eine Frage der Zeit, bis Itron entdeckt wird. Ich bin investiert.

[ProMaiLer]

danke sehr interessanter bericht!

smart grid wird das nächste internet an der börse, bloß hoffentlich ohne blase

[Pichel007]

Antwort auf Beitrag Nr.: 38.263.133 von janberlin am 27.10.09 17:09:01

Hi...
Bis Itron enteckt wird :-) das war gut.

Aber ich glaube das wir schon am Anfang vom nächsten Hype stehen.

[R-BgO]

Tamminen: U.S. Needs To Learn And Lead In Low-Carbon Economy
Published: Wednesday, 13 Jan 2010 | 10:41 AM ET

By: Terry Tamminen
Contributor

Americans pride themselves on being ­­­­­­________ (fill in the blank with something like “biggest”, “best”, or “first”). Especially in California, we think we lead the world on carbon-reducing advances like ________ (fill in blank with “solar power”, “energy efficiency”, or “suntanned, body-builder, movie star, Austrian-born governors”).

The Carbon Challenge - A CNBC Special Report - See Complete Coverage

Given Obama’s UN-busting initiative in Copenhagen last month, our country may soon have more to brag about in the low-carbon economy of the future, but for now, we might be smart to follow a few examples from India, Italy, and Brazil.

India

A company in India that once made plastic bags now recycles them for both environmental and economic gain. K.K. Plastic Waste Management has built about 700 miles of roads around Bangalore, mixing 3,500 tons of plastic waste with asphalt to form polymerized bitumen.

These plastic roads withstand monsoon rains better and last longer than traditional paving and reduce tire resistance (which improves fuel economy).The U.S. recycles a lot of plastic, but lately has had little use for it. If state and federal highway authorities mandated use of things like plastic roads, we could __________ (fill in the blank with “save lots of money”, “cut carbon emissions”, or “recycle my faded lawn flamingoes productively”).


Italy

In 2001, Italy’s dominant electric utility, Enel, launched a five-year program to install smart meters for some 40 million customers. By 2006, that $3 billion investment, including meters using technology from California’s Echelon [ELON 10.85 -0.82 (-7.03%) ] , enabled the utility to offer variable pricing for different times of day, energy management information to consumers, and grid connection of solar power.

Enel says it has already saved about $750 million from the smart meters and will therefore payback its investment in four years. American utilities are just beginning to experiment with smart meters, but the Italian mass-marketing effort shows that the U.S. could _______ (fill in the blank with “use smart meters to cut carbon up to 30%”, “enable average customers to become renewable energy entrepreneurs”, or “make tons of money for American smart meter manufacturers such as General Electric [GE 16.44 -0.26 (-1.56%) ] (parent company of CNBC), Itron [ITRI 70.66 -0.23 (-0.32%) ] and Sensus Metering Systems”).


Brazil

Finally, Brazil recently discovered massive oil deposits beneath 20,000 feet of ocean water and a layer of salt. Energy expert Daniel Yergin of Cambrige Energy Associates says this will be one of the most complicated projects in the history of oil extraction and may never get done because of the technical challenges, but the Brazilian government is going to be sure domestic workers and businesses profit from this discovery.

Brazil has mandated that its government-owned oil company, Petrobras [PBR 45.37 0.23 (+0.51%) ] , own/operate the field and use mostly Brazilian oil rigs and other contractors to commercialize the resource. If the U.S. did something similar, we could _______ (fill in the blank with “put billions of dollars into American companies and stimulate economic recovery”, “generate tax revenues to balance state/federal budgets or to invest in low carbon alternatives to oil”, or “violate numerous global trade and tariff agreements and hope no one notices or cares”).

Americans have many reasons to be proud, but no matter how much we know, there’s always someone who can teach us new tricks. As Congress takes up climate legislation again in the New Year, it may be worth remembering that other countries could help us fill in a few blanks in ways that benefit both the environment and the rebounding economy.

_____________________
Terry Tamminen, former Secretary of the California Environmental Protection Agency, is a partner at Pegasus Sustainable Century Merchant Bank and the Cullman Senior Fellow at the New America Foundation. (Cracking The Carbon Code is a registered trademark of Terry Tamminen).

[Schnucke81]

Hallo zusammen!

Also nachdem auch ich unzählige Male mit dem Thema konfrontiert wurde, und zu dem Entschluss gekommen bin, dass der Markt/ die Welt definitv auf soetwas gewartet hat, bin ich ebenfalls investiert.

Ohne auf Fundamentaldaten eingehen zu wollen, sprechen meiner Meinung nach viele Dinge für SmartGrid und alles was dazu gehört. Wenn man sich alleine vorstellt, dass Windkrafträder zum Teil 40% ihres erzeugten Stroms nicht weiterleiten können, und diese Energie einfach verpufft, Smart Grid aber dafür sorgt, dass die ganze Angelegenheit effizient gesteuert werden kann, langt mir das eingentlich schon. Aber die Latte an Vorteilen, in jeglicher Hinsicht, ist ja wesentlich länger.

SmartGrid ist ein riesen Markt, den man jetzt in seiner Größe noch überhaupt nicht definieren kann. Fakt ist, dass jeder davon profitiert. Ob die Stromproduzenten, die Endabnehmer oder auch die "Grünen" unter uns. Mit SmartGrid werden alle zufrieden gestellt.

Natürlich schön, dass der liebe Obama so investitionsfreudig in dieser Sache ist Und wie bereits mehrfach erwähnt worden ist, zählt Itron zu den ganz heißen Kandidaten.

Allen Iinvestierten viel Erfolg mit dieser Aktie

[R-BgO]

High Conviction: A Pure Play on Smart Grids 7 comments
by: Ben Marks March 29, 2010 | about: ELON / GE / ITRI


Bennett Marks is president and chief investment officer of Marks Group Wealth Management, a registered investment advisor in Minnetonka, Minnesota. Seeking Alpha recently had a chance to ask Ben about his highest conviction stock pick.

To get started, please tell us a bit about your firm.

I began my investment career in 1982 at E.F. Hutton. In 2008, after 26 years on Wall Street, we spun out of a major Wall Street firm as it became increasingly apparent that our client base of high-net-worth families and private foundations preferred objective advice independent from institutions that publish research reports and have investment banking conflicts.

Marks Group Wealth Management focuses on clients with between $1M and $10M in investable assets.

What is currently your highest conviction stock position in your portfolios - long or short?

Our favorite stock is Itron (ITRI). Based near Spokane, Wash., Itron is the world’s leading provider of “smart meters,” making it a pure play in the “smart grid” industry and a key component of a major theme in our Energy Technology portfolio. We believe that this emerging sector could become the equivalent of the Internet boom of the '90s.

Smart meters are two-way communication devices that allow utilities and customers to exchange data, which ultimately leads to the more efficient use of energy. Itron got its early lead in this niche with AMR (automatic meter reading) meters, which broadcast but don’t receive data. The company's latest technology now allows for two-way communication meters in what’s referred to as the AMI (advanced meter infrastructure) market. Itron also developed the radio mesh technology that has emerged as the preferred way for smart meters to talk to each other in neighborhood area networks, which makes it a contender for many new contracts.

Can you give us a look at Itron's competitive environment?

There are plenty of competitors nipping at Itron's heels. Switzerland's Landis+Gyr and California-based Echelon (ELON) are strong in Europe, and other smart-meter manufacturers such as Sensus, Elster and General Electric (GE) are worldwide competitors.

This space not only demands excellence in manufacturing, but also in data collection and utility software solutions, all areas in which Itron excels. During the next decade, billions of dollars will be committed to companies developing technologies for the more efficient use of energy and natural resources. There will be huge winners and many losers, but in the end innovation and technological advancements will yield significant societal benefits. We believe that our investors in ITRI will be among the winners in the years ahead.

What catalysts do you see that could move Itron stock?

Our country’s power grid system has largely been left alone for the past 50 years. We’re using inefficient grid technology to transmit power across our country, and in the process are wasting precious energy. The U.S. government has committed $3.4 billion of stimulus to investments in smart grid technology in 2010 and beyond. That block of funding was matched by industry and private capital, bringing the total to more than $8 billion. Itron is well-positioned to be a significant beneficiary of these stimulus funds.

Can you tell us about Itron's valuation, in comparison with its competitors?

Although margins have been under pressure from increased competition that ranges from start-ups to multinationals, the company will likely see earnings leverage increase in 2010 and beyond, through well controlled operating expenses and decreased interest expense. Last year the company reduced debt by $397 million. Currently they have $800 million of outstanding debt with an average interest expense of 5.6%. They also had $122 million in cash as of Dec. 31, and plenty of unused credit facilities.

The company recently reported Q409 results and significantly beat street estimates on both the top and bottom lines. Analysts’ consensus three-year earnings growth estimates are around 40% annually. With the stock trading near 20 times 2010 earnings estimates, it’s not inexpensive, but given their dominant market position in this rapidly growing market, we believe there is still significant upside in the stock. Increased M&A activity could also add a premium to this stock as multinationals jockey to buy up pure plays in this niche.

Peer comparisons are difficult since there are no other publicly traded pure plays in this niche. With a market capitalization of $2.81 billion and annual revenues of $1.69 billion, the stock is trading at less than two times sales. This appears to be a reasonable valuation when compared to most growth stocks.

What could go wrong with ITRI as a stock holding?

We must warn that this position is not for the weak of heart. With a beta of 1.53, there are significant short-term moves. We advise that this position be used sparingly in a well diversified portfolio to add some alpha. Rapidly changing technology, increased competition and large contracts with utility companies are carefully weighed risks that need to be considered before becoming a shareholder.

[Schnucke81]

Rückblende Stadtwerke 2010: “Wir brauchen Smart Markets”

Anfang Mai fand in Berlin die 14. Euroforum-Jahrestagung “Stadtwerke 2010″ mit vielen Vorträgen und Diskussioinen rund um Smart Grid, Smart Metering und zeitvariable und kundenfreundliche Tarife (Smart Tariffs?) statt. Klar ist: Die Energieversorger (EVU) und Stadtwerke müssen weg von der reinen Stromverteilung hin zu intelligenten Stromnetzen, die insbesondere darauf reagieren können, dass Erneuerbare Energien wie Wind, Sonne und Wellen nur bedingt planbar erzeugt werden. Weitere Themen bei der Jahrestagung waren die Auswirkungen einer möglichen Laufzeitverlängerung von Atomkraftwerken sowie der anhaltende Trend zur Rekommunalisierung von Stadtwerken.

Matthias Kurth, Präsident der Bundesnetzagentur, brachte es zum Auftakt auf den Punkt: “Wir brauchen Smart Markets” und brachte mit Smart Markets gleich einen neuen Begriff in die Diskussion, der die Einzelbereiche wie Smart Grid, Smart Home oder Smart Metering zusammenfügt. Ziel sei es, so Kurth weiter, eine aktive Handlungsplattform für eine intelligente Vernetzung in einem wettbewerblichen Rahmen zu schaffen. Die Möglichkeiten intelligenter Stromnetze und Stromzähler müssten zu einem Tarifsystem führen, das die Kunden für ein vernünftiges Energieverbrauchsverhalten belohne.

Der Einsatz intelligenter Zähler müsse zu flexiblen Tarifen und einer ganz neuen Tarifphilosophie bei den Versorgern führen, so Kurth. Ein aktives und intelligentes Netz binde alle Akteure von der Erzeugung bis zum Kunden ein und verknüpfe Kommunikationsfunktionen mit der Energieversorgung. „In einem Innovationsprozess kann nicht alles von der Regulierungsbehörde festgelegt werden“, betonte er.

Die Verantwortung läge auch bei den Marktteilnehmern. Die Verteilnetzbetreiber seien beispielsweise entscheidende Treiber für die Bereitstellung von Stromtankstellen für die Elektromobilität. Kosteneinsparungspotenziale bei der Modernisierung der Netze könnten die Verteilnetzbetreiber heben, indem sie Grabungsarbeiten für neue Energie- und Glasfasernetze zusammen betreiben würden

Quelle: http://www.cleanthinking.de/?s=Smart+Grid

[R-BgO]

16.06.2010 15:05
Iberdrola Selects Itron For One Of Europe's Largest Smart Grid Initiatives


Itron to Provide Head-End and Meter Data Management System

Itron Inc. (NASDAQ: ITRI), a world leader in smart metering and smart grid solutions, announced today that it has been selected by Iberdrola, Spain's premier energy group and one of the world's largest electricity utilities, for the first phase of its smart metering program. Itron will be responsible for the development and integration of an advanced meter management system, including head-end and meter data management software, as well as smart meters.

The implementation of Iberdrola's smart meter program is focused on developing a new open and interoperable solution based on the PRIME telecommunications protocol. This project will not only support smart metering functionalities but also progress toward the smart grid. The initial deployment will see the delivery of 100,000 meters to the city of Castellón, Spain, with the potential to expand to ten million meters countrywide. The first phase of the project is expected to run from July until the end of 2010.

This project, one of the largest and most important smart metering initiatives in Europe, marks a significant step for Iberdrola toward the building of the smart grid. Itron will be the unique supplier of the head-end and meter data management software for this first phase of the project, along with other manufacturers that will also supply PRIME-compliant smart meters. Itron's end-to-end solution offers a flexible and robust data infrastructure that will allow Iberdrola to optimize network management, reduce operational costs and enhance its quality of service for the benefit of consumers.

"Itron is delighted that its industry expertise and project experience will help lay the foundation for a state-of-the-art smart metering architecture in Spain," said Marcel Regnier, Itron International chief operating officer. "Itron offers a high-performance, scalable and future-proof system that will allow Iberdrola to manage a seamless evolution to large-scale deployment. We are confident that this project will showcase the benefits of Itron's smart metering solutions to both Iberdrola and its customers."

[R-BgO]

http://www.finanznachrichten.de/nachrichten-2010-07/17487803…

[R-BgO]

Strategic acquisition of advanced software technology and consulting services company broadens Itron platform

Itron Inc. (NASDAQ: ITRI) announced today that it has reached an agreement to acquire Asais, an energy information management software and consulting services provider, headquartered in France, for an undisclosed sum. The transaction is expected to be completed in the first quarter of 2011.

Asais is a leader in energy information management and multi-vendor data collection capabilities. For the past 25 years, the company has developed and implemented advanced energy information management solutions through state-of-the-art software and online services. Asais delivers competitive flexibility to every segment of the energy industry by providing customers with data collection, data analysis and smart grid management software solutions and services.

Itron has been partnering with Asais globally for the past four years. Joint projects include smart metering and smart grid initiatives with many major utilities across Europe, Africa and the Middle East. The acquisition enables Itron to offer integrated, end-to-end solutions with a strong expertise in energy information management and efficiency—fundamental components for success in today's utility industry.

Asais' leading data collection software will complement Itron's field-proven meter data management and analytics systems, creating a platform for successful smart metering deployments in Europe and across the globe. In return, Itron will provide Asais opportunities for accelerated growth into international markets. Asais' consultancy expertise will afford Itron's utility customers expanded options to optimize the management of their resources.

Marcel Regnier, senior vice president and chief operating officer, Itron International, said: "We are delighted to welcome Asais to our team and are very excited about this acquisition, as it strengthens our position as the leader in end-to-end smart grid and smart distribution solutions. Utilities today prefer to rely on a single, trusted partner for their energy management solutions. Thanks to this union of highly skilled teams, Asais and Itron will deliver invaluable experience and expertise in energy information management and data collection software. Together, Itron and Asais can provide flexible, scalable solutions for customers worldwide."

Thierry Poyatos, Asais managing director, commented, "This acquisition is the result of many years of working closely with Itron, a partnership that has already led to multiple major successes. Formally joining Itron is an exciting opportunity for our talented people, who now have the ability to demonstrate their smart grid and energy management skills on a global stage. Asais will continue to develop multi-vendor solutions in response to increasing demand for technologies that ensure interoperability. We are also committed to maintaining class-leading customer service for our existing clients who have put their trust in Asais for over a quarter century."

[Pichel007]

Antwort auf Beitrag Nr.: 39.142.668 von Schnucke81 am 15.03.10 17:58:53

Es verwundert, das gerade der Smart Grid Markt im Bereich Smart Meter, momentan so stark konsolidiert.

Ob jetzt Itron, Echelon, Comverge oder Powersecure, alle haben 30-50% vom Höchststand im Jahr 2010 verloren.

Itron haut eine gute Nachricht nach der anderen raus, vor allen Dingen auch die Zusammenarbeit mit Hager, das ist ja ein ganz großer Schritt auf dem deutchen und europäischen Markt.

2010 wird das beste Jahr der Firmengeschichte, hohes Wachstum.

Ist die Aussicht für 2011 so schlecht !?

An der Börse wird die Zukunft gehandelt.

Aber Smart Grid ist die Zukunft !?

Ich behalte Itron auf meiner Watchlist.

De Pichel

[Fliese79]

Itron müsste doch eigentlich von der Situation in Japan profitieren! Smart Grid ist doch die Zukunft! Warum fällt der Kurs?

Warum wird Itron verklagt? Kann mich jemand aufklären?

Danke!

[sandmann359]

Ich denke der Zeitpunkt ist für einen Einstieg jetzt günstig. Ich werde am Montag kaufen.

[Fliese79]

Antwort auf Beitrag Nr.: 41.468.108 von sandmann359 am 06.05.11 23:12:54

Moin, moin,

sehe ich auch so...habe vor ein paar Tage auch nachgekauft.

Bin jetzt in der glücklichen Lage, dass ich bei sinkenden Kursen nachkaufen kann. Ein vorübergehender Bärenmarkt wäre folgich gar nicht so schlimm!! :-)

[Fliese79]

Leute,

warum fällt Itron nur noch? Klar, der Gesamtmarkt ist nicht einfach in der momentanen Zeit. Aber Itron fällt viel stärker, obwohl die doch ein einem interessanten Markt (Smart Grid) tätig sind. Die Gewinne sind auch okay. Die Bewertung liegt aber schon unterhalb des Buchwerts.

Sind euch Schwierigkeiten bei Itron bekannt? Sind die Gewinnziele ggfs. nicht zu halten? Für interessante Info´s bin ich dankbar.

Fliese

[R-BgO]

Itron Acquires C&N GasGate™ Technology to Enhance Smart Gas Distribution Systems
Wireless gas shut-off valve dramatically improves operational efficiency and safety

Itron, Inc. (NASDAQ:ITRI) announced today it acquired C&N Engineering's GasGate™ technology to augment its gas solutions by adding remote gas shut-off capabilities to its product portfolio. This specialized shut-off valve can be used in conjunction with Itron's gas technology around the world to improve gas distribution reliability and safety. Whether the gas utility is using an Itron drive-by or network system, the wireless shut-off valve can be utilized to turn off gas remotely in emergency or potentially hazardous situations.

C&N Engineering, LLC is based in Pennsylvania and designs and manufactures the GasGate shut-off valve. Itron is working cooperatively with C&N engineers to install and test the product in the field with various gas distribution utilities. This flexible product can be used in both residential and commercial applications and is designed to take advantage of a variety of communication options to support Itron deployments globally. Initially, the product will be integrated with Itron's ERT-based communications for gas network and mobile system customers in North America.

"This innovative technology will help gas utilities remotely detect tampers and quickly respond to changes at the meter, ensuring that people and property are safe at all times," said Neil Doveala, C&N Engineering president. "In addition, it is designed to work with a variety of communication technologies and can be adapted to global markets, which further complements Itron's gas offering."

"We are pleased to add this technology to our gas portfolio. We've seen a growing demand for remote gas shut-off in the market place, and this product will meet our customers' gas safety and reliability needs," said Phil Holdbrooks, Itron director product marketing, Energy.

[Fliese79]

Hey,

Wer von euch kennt Itron (WKN 888379) und was haltet ihr von dem Unternehmen? KGV derzeit ca. 10 und auch im Smartgridbereich tätig...

Wäre für eine kurze Einschätzung dankbar, sofern sich jemand zu dem Unternehmen schon mal Gedanken gemacht hat!

Vorstand hat Aktienrückkaufprogramm bis zum 15.02.2013 verlängert. Für 71 Mill. Dollar wurden schon Aktien zurückgekauft. Durchschnittlicher Kaufkurs = 37,55 Dollar. Bis 100 Mill. Dollar geht das Programm. Das spricht auch für einen Kauf zum jetzigen
Zeitpunkt....


Wieviel des Umsatzes entfällt jetzt bereits auf den Bereich SmartGrid??

[Boersenkrieger]

Antwort auf Beitrag Nr.: 43.783.803 von Fliese79 am 04.11.12 11:28:19

lustig... bin auch gerade eben wieder auf Itron gestoßen, die ich früher mal auf der WL hatte. schließe mich deinen fragen an.
die zahlen waren nämlich sehr ordentlich am 1.11. kgv um die 11 rum.
für einen dynamischen wert in diesem wachstumssgement eigentlich sehr niedrig.

[Fliese79]

http://www.energieeffizienz-online.info/index.php?id=12442#c41592

Hiervon wird Itron auch profitieren!

Inkrafttreten am 04.12.2012.....verbindlich damit ab 01.01.2014....

....und zwar EU-weit! Könnte SmartGrid-Bereich von Itron auch nach vorne bringen....

[R-BgO]

Itron, Qualcomm Collaborate To Deliver 3G Cellular Platform

SAN DIEGO (dpa-AFX) - Itron Inc. (ITRI) reported a collaboration with Qualcomm Technologies, Inc., an unit of Qualcomm Inc. (QCOM), on a next-generation smart energy platform leveraging cellular technology via. the use of Qualcomm's Gobi MDM8x15 chipset offered by Qualcomm Technologies. According to the company, the new Itron smart meters would offer greater options to utility customers deploying smart metering solutions, further strengthening Itron's integrated cellular offerings.

The new platform would combine Itron's OpenWay smart meters with Qualcomm Technologies' Gobi MDM8x15 multi-mode modem and integrated application processor, enabling a streamlined and cost-optimized solution.

Further, Itron added that the cellular solution would enable utilities to strategically deploy their smart grid devices regardless of their service territory geography - as a standalone solution, for in-fill coverage gaps or in combination with other access technologies.

[Fliese79]

Leute,

was haltet ihr von den 2012er Zahlen von Itron? Der Umsatz ist etwas eingebrochen....sollte das bedenklich stimmen? Warum ist das so? Kann jemand gutes Fachenglisch und kann den Erläuterungen Näheres entnehmen?

Der Bereich Smart Grid wird in den nächsten Jahren noch stark kommen. Die Umsätze in diesem Bereich sind ja sehr gering. Oder was meint ihr dazu?

Ausgend von EPS i. H. v. 3 - 3,25 USD liegen wir momentan bei einem KGV von 13 - 15....finde ich nicht zu teuer....sehe eher Potential nach oben....

Mit der Bitte um eure Einschätzung!

[Xarb]

An Fliese 79 sehe ich auch so es gibt keinen Grund mich von meinen Anteilen zu trennen.

[Xarb]

Ich habe mich jetzt doch von meinen Anteilen getrennt,da ich jetzt doch zu dem Schluß gekommen bin das es doch nach unten geht.

[Fliese79]

@ Xarb: Weil es insgesamt nach unten geht oder ist das nur bezogen auf Itron?

[Fliese79]

Itron darf schon wieder für 50 Mio. Dollar Aktien in den nächsten 12 Monaten zurück kaufen!

Das spricht für Itron....

[Fliese79]

Hallo,

wer kennt Itron näher?

Wie kann das sein, dass der Umsatz im Energiebereich so stark einbricht?

Damit muss man doch seitens des Vorstandes mit gerechnet haben, oder? Das sagen die zwar, aber wie hoch sind denn die geschätzen EPS für das Gesamtjahr 2013?

Ist das ggfs. eine gute Möglichkeit nachzukaufen?

[Fliese79]

Hallo,

was darf man von den Q3-Zahlen erwarten?

Die werden ja am 30. Oktober veröffentlicht....

[Fliese79]

Kann Itron von der Einführung von Energiemanagementsystem ab 2013 in Deutschland profitieren? Diese sind für Unternehmen des Produzierenden Gewerbes erforderlich, wenn diese auch ab 2013 vom so genannten Spitzenausgleich im Strom- und Energiesteuergesetz profitieren wollen.

Wer kann das beurteilen?

Wird das ggfs. im SmartGrid-Segment von Itron mit angeboten?

Danke für eure Antworten!

[R-BgO]

alle 2 Jahre gibt's 'n fettes impairment...

=> 2013 war tiefrot

[R-BgO]

Antwort auf Beitrag Nr.: 47.813.210 von R-BgO am 18.09.14 13:15:38

wenn ich das mit dem Wttbewerb von LAndis&Gy und Elster vergleiche, ist es umso schwächer...

=> verkauft bis auf ein Erinnerungsstück

[R-BgO]

in 2015 gabs' mal wieder einen Gewinn,

EK aber weiter rückläufig, Geschäft kommt nicht so recht voran

[R-BgO]

Antwort auf Beitrag Nr.: 52.075.892 von R-BgO am 29.03.16 16:35:05

den haben sie in 2016 wiederholt,

und die Aktie ist regelrecht explodiert;

KGV 79

[R-BgO]

Itron to Acquire Silver Spring Networks to Accelerate Smart Grid and Smart City Innovation and Growth

-Advances strategy to provide value-added services and outcomes-based solutions
-Enhances capabilities that increase efficiency for utilities, smart cities and enterprises
-Accretive to non-GAAP EPS and adjusted EBITDA in 2019
-Itron to host webcast today at 8:30 a.m. EDT to discuss the transaction


LIBERTY LAKE, Wash. and SAN JOSE, Calif. — Sept. 18, 2017 —

Itron, Inc. (NASDAQ: ITRI) and Silver Spring Networks, Inc. (NYSE: SSNI) today announced that they have signed a definitive agreement for Itron to acquire all outstanding shares of Silver Spring for $16.25 per share in cash. The transaction is valued at approximately $830 million, net of $118 million of Silver Spring’s cash. This represents a premium of 25 percent to Silver Spring’s closing share price on Sept. 15, 2017, the last trading day prior to the announcement of the transaction. The transaction has been unanimously approved by the boards of directors of both companies.

Headquartered in San Jose, California, Silver Spring provides Internet of Important Things™ connectivity platforms and solutions to utilities and cities. In 2016, Silver Spring generated revenues of $311 million with a gross margin of 44 percent and ended the year with $1.2 billion of backlog. With its global footprint in the smart utility and smart city sectors, Silver Spring generated more than 20 percent of its revenues through its primarily recurring managed services and SaaS solutions, an area of strategic focus for Itron. To date, Silver Spring has delivered more than 26.7 million network-enabled devices across five continents.

Itron anticipates approximately $50 million in annualized cost synergies to be substantially realized within three years of completing the transaction by optimizing combined operations and expenses. The acquisition is expected to have a positive impact on Itron’s long-term growth rate, be accretive to gross margin in the first year after completing the transaction and be accretive to non-GAAP EPS and adjusted EBITDA in the second year, excluding one-time, transaction-related costs and including stock-based compensation costs that Silver Spring currently excludes from its reported non-GAAP results.

“The addition of Silver Spring brings more capabilities to our offerings and advances our strategy of delivering highly secure, value-generating solutions for the critical infrastructure within utilities, smart cities and the broader industrial IoT sector,” said Philip Mezey, Itron’s president and chief executive officer. “By converging our complementary, standards-based technologies, we will enhance customer efficiencies with solutions that optimize devices, network technologies, outcomes and analytics. This enables us to increase investment in new solutions and accelerate innovation for our combined customer base, covering more than 200 million people.

“This transaction also increases our presence in the sizable industrial IoT segment, driving higher growth with recurring revenues and enabling Itron to increase profitability beyond our mid-teens EBITDA margin target,” continued Mezey. “Combining Silver Spring’s entrepreneurial culture and proven capabilities with Itron’s operational strengths, depth of solutions and customer intimacy will result in a company that is well-positioned in the fast growing critical infrastructure space. We look forward to welcoming Silver Spring’s talented team of engineers and professionals to Itron and are confident that together, we are best equipped to provide industry-leading solutions that will deliver greater value to our customers.”

Mike Bell, president and chief executive officer of Silver Spring Networks, said, “Joining forces with Itron will enable us to help more utilities and cities adopt the industrial Internet, improve their performance and reliability, and better position themselves for a connected future. This strong combination will address end-to-end solutions for our customers and will create immediate value for our stockholders; it will also provide new opportunities for our employees as part of a larger, global technology leader for the Internet of Important Things.”


Compelling strategic and financial benefits

More value for customers: Itron envisions it will converge the best of both companies’ complementary technologies to provide streamlined solutions on standards-based platforms, allowing the combined company to optimize industrial networks and deliver more solutions that increase value for customers.

Large partner ecosystem: Itron values an open platform approach to industry partners and is committed to supporting multi-vendor offerings for the smart utility and smart city sectors.

Enhances value-added services: With more than 90 million smart endpoints globally from the combined customer bases, Itron will be able to offer customers more outcome-based solutions, creating a large recurring revenue opportunity in the high-growth software and services segment.

Accelerates innovation: The combined company’s strong engineering talent, technology and deep data domain expertise will drive greater innovation and support for customers.

Significant synergies: Itron anticipates approximately $50 million of annualized cost synergies within three years of completing the transaction by optimizing combined operating expenses. The transaction also will create additional revenue synergy potential.

Accretive transaction: The acquisition is expected to have a positive impact on Itron’s long-term growth rate, be accretive to gross margin in the first year and be accretive to non-GAAP EPS and adjusted EBITDA margin in year two, excluding one-time, transaction-related costs.

Itron plans to finance the transaction using a combination of cash and approximately $750 million in incremental new debt. Fully committed financing has been provided by Wells Fargo.

The transaction is expected to close in late 2017 or early 2018 and is subject to customary closing conditions, including regulatory approval and the approval of Silver Spring’s stockholders.

[R-BgO]

Antwort auf Beitrag Nr.: 56.039.247 von R-BgO am 27.10.17 09:05:59

Deal hat geclosed;

meine SSNW wurden heute ausgebucht

[R-BgO]

KGV 50 aber immerhin scheinen sie nun dauerhaft profitabel zu sein

[R-BgO]

Antwort auf Beitrag Nr.: 57.176.564 von R-BgO am 03.03.18 13:29:59

dieses Jahr mal wieder nicht,

Goodwill-Abschreibung

[R-BgO]

minus 99 MUSD